Breakthrough Advisor

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 the strategies and principles advisors need to create a loyal fan base.

Brittany discusses:

Resources:

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About Our Guest:

Brittany Hodak is an acclaimed international keynote speaker and business leader known for her expertise in creating and retaining superfans. She has spoken at prestigious organizations worldwide and is recognized as a go-to source for brand loyalty. 

Brittany is a Guinness World Record Holder and has been honored on prominent industry lists. As co-founder of The Superfan Company, she has collaborated with renowned brands and received offers from multiple Sharks on ABC’s Shark Tank. With a strong academic background and extensive experience, Brittany’s passion for studying fandom spans decades.

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:

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About Our Guest:

Heather Holmes is the Founder and CEO of Genivity, an innovative WealthTech SaaS platform at the nexus of health and wealth for long-term financial planning and wealth management strategies. Heather leads the vision for Genivity and focuses on product design, business development, and fundraising. She brings a decade of sales, marketing, and market development experience to Genivity from her time in the medical device industry, working for Medtronic & Abbott Vascular.

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 growth.

Marc discusses:

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About Our Guest:

As the President of ASLAN, Mar Lamson is responsible for all day-to-day operations including the firm’s sales and marketing efforts and growing success in helping clients be Other-Centered®

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 growing your business while enhancing the relationship you have with your clients.

Jack discusses:

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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 ready to learn about ProudMouth’s seven drivers of influence — RocketBoosters — and how each one is designed to help you become a trusted and recognized authority.

Matt discusses:

Resources:

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About Our Guest:

Matt Halloran is a co-founder and CRO of ProudMouth, the world’s leading influence accelerator for professional experts, such as financial advisors.

ProudMouth’s Influence Accelerator System propels experts through the Influence Continuum faster than they could on their own. ProudMouth provides the talent, tools, and training to empower, enable and equip them for competitive advantage in the expertise economy. 
Matt has hosted and been on over 1,000 podcasts. He’s also the host of ProudMouth’s Top Advisor Marketing Podcast, where he connects with industry leaders to share influence strategies for advisors.

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 Laurence Black, the founder of The Index Standard®. Laurence explains how his platform is providing clarity and simplifying complex index concepts for financial advisors and their clients.

Laurence discusses:

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About Our Guest:

Laurence Black is the founder of The Index Standard® and an index advisor to Professor Robert J Shiller. Earlier in his career, Laurence instigated the Shiller Barclays Index family with Barclays and Professor Shiller. He has appeared in interviews with the Financial Times, Bloomberg, and Structured Retail Products and is a frequent contributor to index thought leader pieces.

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 alternative solutions for IRAs and 401(k) plans in light of recent legislative changes. 

Ed discusses: 

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About Our Guest:

Ed Slott is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable, and entertaining advice. He has been named “The Best Source for IRA Advice” by The Wall Street Journal, and USA Today wrote, “It would be tough to find anyone who knows more about IRAs than CPA Slott.

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 businesses while detailing the value of understanding the difference between ‘feeling like we should do something’ and ‘wanting to do something.’

Jonah discusses:

Resources:

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About Our Guest:

Jonah Berger is a marketing professor at the Wharton School at the University of Pennsylvania and internationally bestselling author of Contagious, Invisible Influence, and The Catalyst. Dr. Berger is a world-renowned expert on change, word of mouth, influence, consumer behavior, and how products, ideas, and behaviors catch on. He has published over 50 articles in top‐tier academic journals, teaches Wharton’s highest-rated online course, and popular outlets like The New York Times and Harvard Business Review often cover his work. He’s keynoted hundreds of events and often consults for organizations like Google, Apple, Nike, and the Gates Foundation.

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 financial space and how to use these must-know elements to create a strategy to keep your clients engaged. 

Jack discusses:

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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. Stephanie details the mindset advisors need to grow their business and add value to their client experience. 

Stephanie discusses:

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About Our Guest:

Stephanie Bogan is a business strategist, high-performance business coach, speaker, author, and entrepreneur. She’s best known for building a successful multi-million dollar consulting business acquired by a Fortune 200 Company, retiring to the beach in Costa Rica, and then un-retiring to share how she learned to create “high-performance happiness” for herself and her clients.

With nearly 30 years working in advisory firms and in the corporate boardrooms that serve them, Stephanie has worked in and deeply understands the wealth management space, has consulted with and coaches leaders of some of the biggest, best and brightest firms, sat in Senior Executive Roles, and designed and scaled practice management, client advice and experience platforms for firms that include Genworth, United Capital and Carson Wealth.

Stephanie works part-time, splitting her time between Costa Rica and Park City, serving as Chief Possibility Officer for Limitless Advisor and as a business strategist and coach to a select group of Founders that lead high-impact, high-ambition firms.