Breakthrough Advisor

Breakthrough Advisor


Latest Episodes

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

The Seven Elements To Building A Million-Dollar Business, Part 2 (Ep. 44)
May 10, 2023

In this episode, Jack Martin continues to talk about the elements you need to build a million-dollar business. From defining your niche to lead capture and the concept of funnels, Jack unveils how t

Advisors, Ready To Become A Trusted Authority And A Lead Magnet? Get Started with Matt Halloran (Ep. 43)
April 05, 2023

In this episode, Jack Martin sits down with Matt Halloran, the co-founder and chief relationship officer at ProudMouth. Matt explores the ins and outs of influence for financial advisors and the impor

Mastering the FIA Index Landscape: Harness Expert Insights and Comprehensive Ratings for Optimal Asset Allocations with Laurence Black (Ep. 42)
March 22, 2023

This week, Jack Martin sits down with Laurence Black, the founder of The Index Standard. Laurence explains how his platform is providing clarity and simplifying complex index concepts for financial a

Capitalizing on Inflation and Taxes: A Three-Year Window for Advisors with Ed Slott, CPA (Ep. 41)
March 08, 2023

Are you an advisor looking to help your clients minimize future tax burdens? In this episode, Ed Slott talks about inflation and taxes while detailing some strategies advisors can use to help clients

Removing Mental Roadblocks: How To Change Anyone’s Mind with Jonah Berger (Ep.40)
February 08, 2023

Get ready to discover the secrets to removing barriers and making your ideas contagious in this weeks episode of The Breakthrough Advisor with Jonah Berger, bestselling author, and professor at Whart

The Steps To An Effective Marketing Plan, Part 1 (Ep. 39)
January 25, 2023

This week, Jack Martin covers three out of the seven elements of an effective marketing plan for financial advisors. Jack shares the key ways to grow in the financial space and how to use these must-k

Differentiation & Digitalization: Advisors, Here’s What You Need To Thrive in 2023 with Stephanie Bogan (Ep. 38)
November 30, 2022

In this episode, uber successful business coach and the founder of Limitless Adviser Coaching, Stephanie Bogan, joins Jack Martin to unpack the keys to being a happier and more successful advisor in 2

The New Retirement Mindset with Dr. Wade Pfau (Ep.37)
November 09, 2022

In this episode, Jack Martin is joined by Dr. Wade Pfau from The American College of Financial Services. Dr. Pfau unveils must-know strategies for effective retirement planning while detailing the tip