Most advisors know they need a stronger digital presence, but the landscape can feel overwhelming. David Anderson breaks it down into practical steps any advisor can take to build trust online without getting tangled in compliance challenges. In this epis

Tax law is changing again, and with it, the way advisors should guide their clients. The One Big Beautiful Bill Act (O-B-B-B-A) introduces provisions that impact everyday retirees, mass affluent profe

Is your practice ready for the ripple effects of the next big tax wave? In this high-impact episode of The Breakthrough Advisor, Randy Yost sits down with bestselling author and Simplicity partner Patrick Kelly to unpack the One Big Beautiful Bill Act

What if mastering human connection, not just products or processes, was the most important skill in your practice?In this powerful episode, host Randy Yost sits down with Jason Jenkins, Executive Vice President at Simplicity, to uncover what sets elit

What’s the secret to increasing your win rate from 85% to 100%? You might be surprised to learn that it starts with a personal story.Join Randy Yost on the Breakthrough Advisor Podcast as he chats with Deirdre Van Nest, an expert in helping advi

What does Social Security mean for your clients’ future?In this episode, Jack Martin chats with David Duley, CEO and founder of PlanGap, about the ever-shifting landscape of Social Security and how advisors can help clients navigate these change

Are you delivering what clients truly want?In this episode of The Breakthrough Advisor Podcast, your host Jack Martin engages with Tom Rieman, CPWA, a seasoned professional with over 25 years in the financial industry, to explore the crucial elements

Curious about how the latest Social Security reform might impact you or your clients?In this episode, Jack Martin sits down with Mary Beth Franklin, CFP to discuss the newly passed Social Security Fairness Act and its implications for retirement inco

Are financial advisors finally realizing there’s more to life than being tethered to their desks? Dive into the dynamics of thriving in the advisory business and the path toward sustainable success.In this episode, Jack Martin interviews David G

What does the future hold for your financial planning strategies? In this episode, Jack Martin sits down with Ed Slott, a renowned IRA expert, to discuss how advisors can transform their approaches to IRAs and tax planning in the face of changing