Breakthrough Advisor By cover art

Breakthrough Advisor

By: InsurMark
Listen for free

  • Summary

  • 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
    Show more Show less
activate_primeday_promo_in_buybox_DT
Episodes
  • 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.
    Show more Show less
    34 mins
  • Life-Changing Client Conversations at Moments That Matter with Dr. Amy D’Aprix (Ep. 65)

    Life-Changing Client Conversations at Moments That Matter with Dr. Amy D’Aprix (Ep. 65)
    Jun 6 2024

    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...

    The post Life-Changing Client Conversations at Moments That Matter with Dr. Amy D’Aprix (Ep. 65) first appeared on InsurMark.
    Show more Show less
    32 mins
  • Unlock the Secret to Exceptional Organic Growth (Ep. 64)

    Unlock the Secret to Exceptional Organic Growth (Ep. 64)
    May 22 2024

    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...

    The post Unlock the Secret to Exceptional Organic Growth (Ep. 64) first appeared on InsurMark.
    Show more Show less
    Less than 1 minute
Marketing Economics
Show more Show less

What listeners say about Breakthrough Advisor

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com reviews

Amazon reviews
No Reviews are Available