Breakthrough Advisor

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 episode, Randy Yost and David Anderson, Director of Digital Marketing and Analytics at Simplicity Group, unpack the most significant shifts in consum...

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 professionals, and high-net-worth families alike. In this episode of The Breakthrough Advisor , host Randy Yost sits down with David Foster, JD, AEP, CLU®, ChFC®, CAP®, Director of Advanced Markets at Simp...

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, a sweeping piece of legislation that could quietly reshape retirement income strategy, tax diversification, and the way you start client conversati...

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 elite advisors apart. With nearly three decades in the industry, Jason shares his journey from selling life insurance out of college to leading one of t...

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 advisors and entrepreneurs create their “personal brand why story.” Deirdre opens up about overcoming her fear of public speaking and how sh...

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 changes. The discussion dives into the implications of the recently signed Social Security Fairness Act and its potential impact on public employees and r...

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 that drive a successful advisory practice. With an eye on Practice Intel, Tom introduces a fresh approach to understanding and improving client-adv...

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 income planning. They dive into the implications of the windfall elimination provision and the government pension offset repeal, bringing new hope to mi...

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 Grau Jr, MBA, the CEO of Succession Resource Group, and Co-Founder of LendingWell, to discuss the buzz around mergers and acquisitions in the financi...

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 legislation and economic trends. They dive deep into strategies for converting traditional IRAs into Roth IRAs to sidestep exorbitant tax bills, an...

Have you ever wondered how building trust can set you apart in a commoditized financial sector? You can transform your practice with trust-based selling. In this episode, Jack Martin speaks with Ari Galper, a renowned authority in trust-based selling. Ari shares his revolutionary approach, the “One Call Sale,” and how it compresses the sales cycle by building immediate trust with clien...

What does creating a truly fulfilling retirement look like? In this episode, Jack Martin speaks with Dr. Michael Finke, Co-Founder of IncomePath, and wealth management professor and researcher at the American College of Financial Services, about the crucial intersection of behavior and retirement income planning. Together, they explore innovative approaches to retirement income planning, focusing...

Which key tax strategies should advisors focus on amid potential tax law changes? In this episode, Jack Martin sits down with Jeffrey Levine, Chief Planning Officer at Buckingham Wealth Partners, for an in-depth exploration of impending tax legislation and how advisors can navigate these challenges to benefit their clients. Jeffrey discusses: (03:13) The potential outcomes of the upcoming election...

In this episode, Jack Martin chats with Debra Taylor, CPA, PFS, CDFA®, JD, about making tax planning a year-round effort. Instead of rushing every Q4, you’ll learn how regular tax strategy can ease the year-end crunch. Debra shares insightful solutions for unexpected financial events and strategic planning tips to tackle upcoming tax law changes. Get ready for actionable tips that could save...

Are your clients missing out on maximizing their Social Security benefits? In this episode, Jack Martin speaks with Mary Beth Franklin, CFP® renowned for her expertise in Social Security planning, about essential strategies for optimizing retirement income.  Learn about strategies to optimize Social Security benefits and the potential legislative changes that could affect your clients’ financ...

How do top financial advisors turn adversity into opportunity and lead their teams to unprecedented success? Learn about the attributes of leadership that distinguish top-performing financial advisors in this compelling episode of The Breakthrough Advisor . In this episode, Jack Martin sits down with Ron Shurts, Co-Founder and CEO of Annexus, to explore the 6-7-8 attributes of effective leadership...

Is the United States truly in a retirement crisis, or are we simply facing manageable challenges? Understanding the intricacies of retirement planning and personalizing the risks and solutions can make the difference between a secure future and a financial struggle.  Are your clients prepared to face the most significant retirement challenges head-on? In this episode, Jack Martin and David Bl...

Customer experiences matter. How can we better align our clients’ retirement plans with their lifestyles? In this episode, Jack Martin sits down with Dr. Wade Pfau, founder of Retirement Researcher and renowned for his expertise in annuities and retirement income to explore innovative developments in annuities, examine the evolving landscape of retirement income planning, and discuss strategies ad...

Are you leveraging the full potential of video to connect with your clients? Ready to learn how video marketing can transform your financial advisory practice? The truth is that innovative video strategies can transform your client relationships and business growth.  In this episode of The Breakthrough Advisor , Jack Martin sits down with Laura Garfield from Idea Decanter to discuss the evolu...

Life insurance has the potential to revolutionize retirement planning. In this episode of The Breakthrough Advisor , Jack Martin sits down with Patrick Kelly, renowned author and insurance industry veteran, to explore the powerful benefits of integrating life insurance into retirement strategies.  Patrick shares his journey from insurance producer to bestselling author, discussing how life in...

Advisors have three pillars of growth: client retention, increasing share of wallet, and new client acquisition. All three are driven by what clients seek most — trust. The challenge is how to achieve trusted advisor status in an increasingly digital world. In this episode, Jack Martin interviews Charles Green, co-author of the book “The Trusted Advisor,” about the importance of trust in the finan...

There are 3 ways an advisor grows their business: retain and deepen relationships with existing clients. Deepen relationships, increase share of wallet, and attract new clients. Tax planning does all three. In this episode, Jack Martin interviews Debra Taylor, CPA, PFS, CDFA®, JD, renowned tax planning wealth manager and top Carson Wealth advisor. Debra shares her journey from a reluctant CPA to a...

Retirement, divorce, loss of a spouse, remarriage, aging, disability, becoming a caregiver…these are all life-changing moments for a client. Can you confidently handle these tough conversations? Join Jack Martin and Dr. Amy D’Aprix, a distinguished expert, speaker, and coach on life transitions, as they explore how to navigate life-changing client conversations during moments that matter — leading...

In an increasingly competitive financial services landscape, many advisors are struggling to maintain a strong and steady growth rate. The challenge often lies in standing out, building strong client relationships, and effectively leveraging available resources and strategies. In this episode, Jack Martin delves into the proven strategies and secrets that have enabled successful advisors to achiev...

We all may be getting a little obsessed with living longer. And in a world increasingly fixated on longevity, the narrative often centers on financial concerns like outliving assets. But it’s about so much more! In this episode, Jack Martin explores how planning for a longer life journey transcends mere financial calculations and delves into emotional well-being, independence, and personal fulfill...