Breakthrough Advisor

Advisors, what happens if your clients get sick? How can you help them pay for the care they need in the most tax- and cost-effective way? Today, Simplicity Asset-Based LTC’s Don Quante reveals a new way for advisors to think about long-term care advice. Don breaks down asset-based long-term care and the benefits this type … Continue reading Episode 7 – How to Help Clients Plan for Asset-Based Long-Term Care – With Don Quante →

As a financial professional, you likely spend most of your time providing clients with high-quality service.  As a result, it can be difficult to find time to boost your firm through strategic content and digital marketing. Today, Twenty Over Ten’s Samantha Russell shares her expertise on how financial professionals can implement marketing and website development … Continue reading Episode 6 – Marketing and Website Development Strategies for Financial Professionals – With Samantha Russell →

Many advisors would love to know how to read their clients’ minds, build trusted connections, and increase their business by 80%. As a business coach, international speaker, and bestselling author, this is exactly what Dr. Kerry Johnson specializes in helping business professionals achieve. Today, Kerry shares his ideas, techniques, and strategies that you can put … Continue reading Episode 5 – Strategies for Reaching Your Peak Performance – With Dr. Kerry Johnson →

When planning for the income you’ll need for retirement, it can be difficult to determine which approach is best for you and your needs. To help you better understand your options, today’s episode of The Breakthrough Advisor features Wade D. Pfau, Ph.D., and professor of retirement income at the American College.  With his extensive knowledge … Continue reading Episode 4 – What to Consider When Planning Your Retirement Income – With Wade Pfau →

The SECURE Act is a lot more complicated than most advisors realize.  In this episode of The Breakthrough Advisor, advisor Jamie Hopkins uncovers aspects of the SECURE Act that advisors might be overlooking, including a language conflict that could keep beneficiaries from accessing money before the 10th year.  In this episode, you will learn Why … Continue reading Episode 3: What You Don’t Know About the SECURE Act Could Impact Your Clients — With Jamie Hopkins →

Do you know how to build a sustainable business that creates long-lasting value and a highly personalized experience for your clients? In this episode of The Breakthrough Advisor, InsurMark vice president Jeff Maxey uncovers what InsurMark is doing to help advisors digitally transform and create sustainable 21st-century retirement planning businesses. In this episode, you will … Continue reading Episode 2: Are You Building a Sustainable 21st-Century Retirement Planning Business? →

In this special episode, we share updates on how we are responding to the COVID-19 situation, how we’re assisting our […]

Are you equipped to be the resource your clients need in the 21st century? In this episode, Steve Kerns, president and founder of InsurMark, uncovers three irreversible trends that are pushing advisors to adapt or die. Steve also explains how an ADO can help advisors build sustainable businesses and become an invaluable resource to their … Continue reading Episode 1 – 3 Trends That Are Forever Changing the Advisor Landscape →