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Breakthrough Advisor

De: InsurMark
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  • Resumen

  • 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.
    The Breakthrough Advisor™ All Rights Reserved
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Episodios
  • Make Life Insurance Work for Your Clients’ Retirement Plans with Patrick Kelly (Ep. 68)

    Make Life Insurance Work for Your Clients’ Retirement Plans with Patrick Kelly (Ep. 68)
    Jul 24 2024

    In this episode of The Breakthrough Advisor™, Jack Martin sits down with Patrick Kelly to explore the powerful benefits of integrating life insurance into retirement strategies.

    The post Make Life Insurance Work for Your Clients’ Retirement Plans with Patrick Kelly (Ep. 68) first appeared on InsurMark.
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    33 m
  • Trusted Advisor Status is a 2024 Advisor Growth Strategy with Charles Green (Ep. 67)

    Trusted Advisor Status is a 2024 Advisor Growth Strategy with Charles Green (Ep. 67)
    Jul 12 2024

    Advisors have three pillars of growth: client retention, increasing share of wallet, and new client acquisition. All three are driven by trust.

    The post Trusted Advisor Status is a 2024 Advisor Growth Strategy with Charles Green (Ep. 67) first appeared on InsurMark.
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    36 m
  • Make Tax Planning Your 2024 Business Growth Accelerator with Debra Taylor (Ep. 66)

    Make Tax Planning Your 2024 Business Growth Accelerator with Debra Taylor (Ep. 66)
    Jun 20 2024

    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...

    The post Make Tax Planning Your 2024 Business Growth Accelerator with Debra Taylor (Ep. 66) first appeared on InsurMark.
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    34 m
Marketing Economía
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