Breakthrough Advisor

Bestselling author Patrick Kelly wants advisors and pre-retirees to realize that building a tax-free retirement is entirely possible. To achieve this, all you need to do is to work with an individual who fully understands the tax-free retirement strategy. In this episode, Patrick Kelly discusses this strategy and how it benefits financial advisors and clients … Continue reading Episode 12 – Buildi...

The Alliance for Lifetime Income believes that no American should face the prospect of running out of money in retirement. That’s why they’re helping Americans create plans that will ensure they can live their lives without running out of money. In this episode, join The Alliance for Lifetime Income’s Mike Harris and Jon Rosborough and … Continue reading Episode 11 – Creating Income That Won’t Out...

Retirement Architecture’s Brett Saso doesn’t believe in looking at your past life experiences as failures. Instead, he says we should consider our life experiences as stepping stones that will help us connect the dots of our lives for a stronger tomorrow. In this episode, join Brett as he shares his first-hand experience with failure and … Continue reading Episode 10 – How to Connect the Dots to A...

Subscribe While you might have countless ideas on how to improve your advisory practice, how can you actually put those ideas into practice to bring about real change? In this episode, discover how you can grow your practice with key tips and tricks from Top Advisor Marketing’s CEO, Matt Halloran. From expanding your financial practice to … Continue reading Episode 9 – How to Grow Your Financial P...

As Morningstar Investment Management’s head of retirement research, David Blanchett, PhD, CFA, CFP® is driven to uncover ways people, and advisors, can create better outcomes. In this episode, David shares some of the latest insight he’s gained through his research, covering everything from the value of professional advice to the value of creating income for … Continue reading Episode 8 – Retireme...

Subscribe Advisors, what happens if your clients get sick? How can you help them pay for the care they need in the most tax- and cost-effective way? Today, Simplicity Asset-Based LTC’s Don Quante reveals a new way for advisors to think about long-term care advice. Don breaks down asset-based long-term care and the benefits this type … Continue reading Episode 7 – How to Help Clients Plan for Asset...

As a financial professional, you likely spend most of your time providing clients with high-quality service.  As a result, it can be difficult to find time to boost your firm through strategic content and digital marketing. Today, Twenty Over Ten’s Samantha Russell shares her expertise on how financial professionals can implement marketing and website development … Continue reading Episode 6...

Many advisors would love to know how to read their clients’ minds, build trusted connections, and increase their business by 80%. As a business coach, international speaker, and bestselling author, this is exactly what Dr. Kerry Johnson specializes in helping business professionals achieve. Today, Kerry shares his ideas, techniques, and strategies that you can put … Continue reading Episode 5 – St...

When planning for the income you’ll need for retirement, it can be difficult to determine which approach is best for you and your needs. To help you better understand your options, today’s episode of The Breakthrough Advisor features Wade D. Pfau, Ph. D., and professor of retirement income at the American College.  With his extensive knowledge … Continue reading Episode 4 – What to Consider W...

The SECURE Act is a lot more complicated than most advisors realize.  In this episode of The Breakthrough Advisor, advisor Jamie Hopkins uncovers aspects of the SECURE Act that advisors might be overlooking, including a language conflict that could keep beneficiaries from accessing money before the 10th year.  In this episode, you will learn Why … Continue reading Episode 3: What You Don...

Subscribe Do you know how to build a sustainable business that creates long-lasting value and a highly personalized experience for your clients? In this episode of The Breakthrough Advisor, InsurMark vice president Jeff Maxey uncovers what InsurMark is doing to help advisors digitally transform and create sustainable 21st-century retirement planning businesses. In this episode, you will … Continue...

Subscribe Are you equipped to be the resource your clients need in the 21st century? In this episode, Steve Kerns, president and founder of InsurMark, uncovers three irreversible trends that are pushing advisors to adapt or die. Steve also explains how an ADO can help advisors build sustainable businesses and become an invaluable resource to their … Continue reading Episode 1 – 3 Trends That Are F...