The Breakthrough Advisor™
So, your client has just retired. They’ve waited a long time for this, and they’re ready to enjoy it. But, in the back of their mind, they might have a lingering worry about potentially running out o
Advisors, what do you expect from your website? In this episode, Jack Martin speaks with Graham Turner, the CEO of Advisor Websites, to dig into the elements of advisor websites. With valuable advice
Every advisor wants to find better tax planning solutions for their clients. Are you one of them? In this episode, Kevin Lozer, co-founder of Holistiplan, joins Jack Martin to share everything you nee
Advisors, think about your conversations with clients. Are you looking to tackle those conversations differently? Perhaps a data-driven approach can enable you to better serve and meet your clients’
23. How To Achieve Objective Index Ratings and Forecasts with Laurence Black from The Index Standard®
How do you, as an advisor or investment professional, select the best products for your clients? Have you thought about what makes clients believe that you are always looking out for their best intere
22. Viewing Retirement As Personal Preferences Rather Than Behavioral Finance with Wade Pfau, Ph.D., CFA, RICP®
While it’s common for advisors to approach their clients with retirement income questions and predetermined answers, Retirement Researcher also focuses on a wide range of possibilities based on the un
Are you an advisor looking to better serve your clients around their Social Security and Medicare needs? If so, this week’s episode of The Breakthrough Advisor with Social Security expert Mary Beth Fr
While June is annuity awareness month, this week’s conversation goes beyond just annuities to encapsulate many other retirement-related components. In this episode, economist, author, and retirement expert Tom Hegna joins Jack Martin to break down valu...
Did you know that only 11% of clients feel like they can have health and longevity planning discussions with their financial advisors? Discover how you can encourage your clients to broach this subject with you as their trusted advisor in this week’s c...
As an advisor, client experience is a crucial piece of your practice. But what does it mean to deliver a great client experience and how do we evolve client experience going forward? Explore this and more in today’s episode with Absolute Engagement’s C...