Breakthrough Advisor

Apr 02 2025 84 ep. 29 mins 8
Breakthrough Advisor Podcast artwork

Welcome to The Breakthrough Advisor. In this podcast we inspire advisors with ideas and pathways to break through barriers and build a thriving retirement income business.

  Business
RSS feed Share
Copy RSS


Subscribe on Podcast Addict


Increase Your Win Rate: Proven Techniques for Financial Advisors (Ep. 83)

Apr 02 2025 28 mins  
Join Randy Yost and Deirdre Van Nest as they discuss how she now empowers financial advisors to build trust and connect deeply with clients.

Beyond Optimization: The New Social Security Risks (and How to Solve Them) (Ep. 82)

Feb 20 2025 33 mins  
Jack Martin chats with David Duley, founder of PlanGap, about how advisors can navigate the ever-shifting landscape of Social Security.

Revolutionizing Client Relationships and Acquisition with Tom Rieman (Ep 81)

Feb 03 2025 35 mins  
Jack Martin and Tom Rieman explore the elements that drive a successful advisory practice, with a fresh approach to improving client-advisor relationships.

Understanding the Social Security Fairness Act with Mary Beth Franklin (Ep. 80)

Jan 13 2025 34 mins  
Jack Martin sits down with Mary Beth Franklin to discuss the newly passed Social Security Fairness Act and its implications for retirement income planning.

Every Successful Advisor Deserves A Great Liquidity Event with David Grau Jr (Ep. 79)

Jan 03 2025 34 mins  
Jack Martin interviews David Grau Jr, MBA, CEO of Succession Resource Group and Co-Founder of LendingWell, to discuss the buzz around mergers and acquisitions.

Post-election IRA and tax planning strategies with Ed Slott (Ep. 78)

Dec 18 2024 33 mins  
Jack Martin discusses with Ed Slott how advisors can transform approaches to IRAs and tax planning in the face of changing legislation and economic trends.

Trust-Based Selling as an Advisor in a Commoditized Market with Ari Galper (Ep. 77)

Dec 04 2024 28 mins  
Jack Martin speaks with Ari Galper, a renowned authority in trust-based selling. Ari shares his "One Call Sale."

Permission to Spend: Next Level Retirement Income Planning with Michael Finke (Ep. 76)

Nov 20 2024 34 mins  
Jack Martin speaks with Michael Finke, Co-Founder of IncomePath and wealth management professor & researcher at the American College of Financial Services.

Breaking Down Tax Changes: What Advisors Need to Know with Jeffrey Levine (Episode 75)

Nov 04 2024 37 mins  
Jack Martin sits down with Jeffrey Levine, Chief Planning Officer at Buckingham Wealth Partners, for an in-depth exploration of impending tax legislation.

What the 4th Quarter and the Planned Tax Shake-up Mean for Advisors with Debra Taylor (Ep. 74)

Oct 23 2024 30 mins  
Jack Martin chats with Debra Taylor about making tax planning a year-round effort. Learn how regular tax strategy can ease the year-end crunch.