Breakthrough Advisor

Are you curious about how top advisors are accelerating their organic growth? Data from 6,000 advisors has revealed some interesting insights! Discover the mindset, strategies, and tools that have propelled advisors to rapid growth in today’s digital age. Jack Martin interviews Robert Sofia, co-founder and CEO of Snappy Kraken, about why some firms thrive while others struggle, unpacking thr...

Retirees are often so worried about running out of money that they fail to enjoy their golden years to the fullest. As their advisor, you can help them find the confidence to spend. Tune in to Jack Martin’s conversation with Tamiko Toland (aka the Annuity Yoda), co-founder of IncomePath, about how advisors can help clients alleviate the fear of outliving their income through education and empowerm...

Are you struggling to attract clients and close acquisition gaps? It might be time to rethink your marketing approach. Join Jack Martin and Carl Richards, creator of The Behavior Gap and founder of The Society of Advice, to learn how to foster genuine new connections by taking micro-actions every day. The episode addresses the core struggles faced by advisors in growing organically. Carl discusses...

Every day, advisors face the challenge of adapting to the blistering pace of change that redefines their approach to success.  The world has moved beyond IQ, even EQ. Today, TQ, or a transformational mindset, is more critical than ever to stay ahead in the game. This episode features Dr. Kevin Elko, a renowned sports psychologist and mindset coach who has consulted with various successful NFL...

In times of uncertainty, people crave certainty. With upcoming elections, a looming national debt of ~$34 trillion, rising tax rates, stock market volatility, and changes in interest rates — clients are facing so much uncertainty today! How do you guide them through this situation? What financial planning opportunities does the current landscape pose? Find out in this timely and highly relevant co...

Advisors often fixate on ‘the last mile’ — the final stage of converting leads into clients. They overlook the top of the funnel. It’s imperative to establish a diverse growth model that leverages multiple channels because referrals and COIs alone no longer move the needle! Learn how to do just that with Jack Martin and guest Stephanie Bogan, a high-performance business coach to advisors, leaders,...

Is the 60/40 portfolio dead? What is it? Why does it matter? Advisors helping clients choose where to allocate their retirement savings increasingly rely on indexed products. Not all products perform the same in different market cycles. Where are markets headed, and how can advisors manage client expectations? With hundreds of indices in the market today, how can investors evaluate and compare ind...

There is a pressing need for advisors to address the rising wealth transfer concerns. There are also evolving tax legislations to be considered. How can advisors navigate these changing environments? Find out in this episode of The Breakthrough Advisor as Ed Slott, founder and president of Ed Slott and Company, LLC, joins Jack Martin to explore the opportunities facing advisors in 2024, including...

With a rise in FinTech solutions, wealth management has become a rapidly evolving landscape. This demands advisors to stay ahead of the curve — especially with marketing and advice engagement. In this episode, Diana Cabrices, Chief Evangelist to B2B WealthTech Brands, joins Jack Martin. As a thriving entrepreneur in the FinTech innovation and wealth management space, Diana shares valuable insights...

Why are many Americans reluctant to see a financial advisor? Oftentimes, it is because of an unpleasant client experience. But how can advisors transform an unpleasant client experience into a memorable one? Find out in this episode as Jack Martin uncovers the biggest reasons why clients dread meeting their advisors and most importantly, how to turn this around. Jack discusses: The importance of c...

Many clients experience a huge gap between the services they expect and the services provided by their advisors. This difference is evident in tax planning . In fact, 92% of clients expect tax planning advice, but only 25% get it! (Source: Spectrem Group) In this episode, Chris Field, Holistiplan’s chief growth officer,  joins Jack Martin to explain the firm’s approach when helping advisors b...

In this episode of The Breakthrough Advisor , Michael Harris and Steve Gresham, senior education advisors for the Alliance for Lifetime Income, join Jack Martin to talk about the communication challenges advisors face when meeting client needs for protected lifetime income. They share the Alliance’s latest research on how advisors are bridging the communication and emotional gap with their c...

The financial services industry is shifting. Moving beyond investment products, clients want personalized advice that is timely, relevant, and impactful. In other words, they want proactive advice during moments that matter . In this episode, Philipp Hecker, the CEO of Bento Engine, joins Jack Martin to talk about how advisors can personalize client interactions based on age-driven milestones and...

Advisors have historically relied on referrals. But how do you stop the referral streams from drying up? How do you achieve sustainable organic growth instead of solely relying on market gains? Find out in this week’s episode as Jack Martin explores the path to hyper-growth for financial advisors. Tune in as Jack talks about leveraging both technology and the “human” touch to achieve long-term gro...

Marking a remarkable milestone, InsurMark recently celebrated its 40th anniversary! And amidst this jubilant occasion, InsurMark also appointed a new president, Jeff Maxey, who is on a mission to help advisors take their businesses to new levels of success. In this episode, Jack Martin interviews Jeff about the major changes he envisions for the company and why it is truly an exciting time for the...

Ready to explore the secrets behind creating a passionate fan base and standing out in a crowded market? In this episode, Jack Martin sits down with Brittany Hodak, keynote speaker and the author of “Creating Superfans: How To Turn Your Customers Into Lifelong Advocates,” to explore her journey in creating superfans. Tune in as Brittany shares her insights on customer experience while highlighting...

Are you ready to take longevity planning to the next level?  In this episode, Heather Holmes, the founder and CEO of Genivity, joins Jack Martin to explore the firm’s Health Analysis and Longevity Optimizer (HALO) and ways it’s revolutionizing longevity planning for advisors and their clients.  Heather discusses: The science behind HALO’s algorithm and the role of family health his...

The organic growth rate for investment advisors has taken a hit since 2019, with the average investment advisor firm growing at a slower pace. But there is a way to turn things around. 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 of organic gro...

As an advisor, you have to be strategic about your marketing.  While building brand awareness and value for your target audience is crucial, it’s not everything. 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 these elements contribute to g...

Advisors, are you ready to leverage actionable marketing strategies to stand out and #BeYourOwnLoud in a crowded marketplace? 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 importance of building trust and connection with clients and prospects. Get rea...

As a financial advisor, it’s not always easy to make informed decisions when selecting best-performing indices, ETFs, and/or annuities for our clients.  With so much data and information available, navigating through it all and finding the most relevant and objective comparisons can be cumbersome.  But it doesn’t have to be like that anymore.  This week, Jack Martin sits down with L...

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 minimize future tax burdens.  Listen in as Ed explains how inflation can benefit tax planning, the three-year window of opportunity to capitalize on historic low tax rates, and the importance of...

Advisors, start asking ‘why’ instead of number-pushing Get ready to discover the secrets to removing barriers and making your ideas contagious in this week’s episode of The Breakthrough Advisor with Jonah Berger, bestselling author, and professor at Wharton School at the University of Pennsylvania. Jonah unpacks the ins and outs of finding the catalyst for advisors to create change within their bu...

FOMO is a real thing. What’s separating you from growing faster and working less? Advisors, with the proper processes and systems, you can easily use your marketing to grow your business and become a trusted authority in your industry. 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 financi...

As advisors get ready for 2023, the client experience will need to adjust to two things: Digitization and Differentiation. So, what should advisors know as they look forward to a new year? In this episode, high-performance business coach and the founder of Limitless Adviser Coaching, Stephanie Bogan, joins Jack Martin to unpack some changes that can significantly benefit advisors in 2023. Stephani...