Breakthrough Advisor

Breakthrough Advisor

Latest Episodes

Harnessing Fintech Innovation For 2024 Marketing Success with Diana Cabrices (Ep. 54)
December 06, 2023

With a rise in FinTech solutions, wealth management has become a rapidly evolving landscape. This demands advisors to stay ahead of the curve especially with marketing and advice engagement. In this

Creating an Unforgettable Client Experience (Ep. 53)
November 08, 2023

Why are many Americans reluctant to see a financial advisor? Oftentimes, it is because of an unpleasant client experience. But how can advisors transform an unpleasant client experience into a memorab

Simplify and De-Mystify Tax Planning with Chris Field (Ep. 52)
October 25, 2023

Many clients experience a huge gap between the services they expect and the services provided by their advisors. This difference is evident in tax planning. In fact, 92% of clients expect tax planning

Navigating Uncertainty in Retirement with Michael Harris and Steve Gresham (Ep. 51)
October 04, 2023

There's an emerging opportunity gap where 75% of boomers would like more protected lifetime income but only 33% say they hear their advisors talk about it.

Engaging Client Advice Around Moments That Matter with Philipp Hecker (Ep. 50)
September 21, 2023

The financial services industry is shifting. Moving beyond investment products, clients want personalized advice that is timely, relevant, and impactful. In other words, they want proactive advice dur

The Path to Hyper-Growth: Here’s How to Turn Your Business Into an Organic Growth Engine (Ep. 49)
August 30, 2023

Advisors have historically relied on referrals. But how do you stop the referral streams from drying up? How do you achieve sustainable organic growth instead of solely relying on market gains? Find o

Charting New Paths with Jeff Maxey (Ep. 48)
August 16, 2023

Marking a remarkable milestone, InsurMark recently celebrated its 40th anniversary! And amidst this jubilant occasion, InsurMark also appointed a new president, Jeff Maxey, who is on a mission to help

Creating Superfans: Here’s How to Turn Your Customers Into Lifelong Advocates with Brittany Hodak (Ep. 47)
July 19, 2023

In this episode, Jack Martin sits down with Brittany Hodak, keynote speaker and the author of Creating Superfans: How To Turn Your Customers Into Lifelong Advocates, to explore her journey in creati

Personalized Longevity Can Address Your Client’s Scariest Wealth and Health Pain Points with Heather Holmes (Ep. 46)
June 28, 2023

In this episode, Heather Holmes, the founder and CEO of Genivity, joins Jack Martin to explore the firms Health Analysis and Longevity Optimizer (HALO) and ways its revolutionizing longevity plannin

An Advisor-Friendly Approach to More Successful Selling with Marc Lamson (Ep. 45)
June 14, 2023

In this episode, Marc Lamson, the president of ASLAN Training, explores the techniques advisors need to convert leads into long-term clients while unveiling powerful strategies to unlock the potential