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The Breakthrough Advisor™
29 minutes | Dec 1, 2021
27. How Annuities Let Americans Enjoy a Secure Retirement with Michelle Richter
So, your client has just retired. They’ve waited a long time for this, and they’re ready to enjoy it. But, in the back of their mind, they might have a lingering worry about potentially running out of money. How can you as their advisor help them overcome this fear and live out their retirement with confidence? In this episode, Jack Martin sits down with Michelle Richter, the founder of Fiduciary Insurance Services, LLC. Together, they discuss the state of the financial industry, how the government is making retirement security a focus, and opportunities for advisors in the defined contribution space. Michelle discusses: How recent legislation is positively impacting secure retirements Opportunities for advisors who have never worked in the defined contribution arena Ways advisors can help alleviate the feeling of insecurity around spending retirement money Why advisors should look at annuities from a different perspective. And more! Connect with Michelle Richter: Fiduciary Insurance Services, LLC LinkedIn: Michelle Richter Connect with Jack Martin: InsurMark LinkedIn: Jack Martin About our Guest: Michelle Richter is the founder of Fiduciary Insurance Services, LLC. She is a passionate business leader with more than fifteen years of experience designing, deploying, and scaling innovative insurance and wealth management products and programs. Focused on retirement and risk management for affluent, high net worth, and institutional markets, Michelle has expertise in integrating wealth management, life insurance, annuities, and asset management for retail and institutional businesses.
28 minutes | Nov 17, 2021
26. What Financial Advisors Should Expect From Their Websites in 2022 with Graham Turner
Advisors, what do you expect from your website? In this episode, Jack Martin speaks with Graham Turner, the CEO of Advisor Websites, to dig into the elements of advisor websites. With valuable advice for financial advisors heading into 2022, Graham helps you better understand what you should expect from your website and why advisor websites aren’t for everyone. Plus, Graham discusses the power of fintech and the reasons why some people prefer interacting with financial technology over Facebook or YouTube. Graham discusses: Fintech versus YouTube and Facebook: The impact of fintech over the past year How financial advisors should feel about creating a website What advisors should expect from their website from a marketing and lead generation perspective How websites build trust for financial advisors And more! Connect with Graham Turner: LinkedIn: Graham Turner Advisor Websites Connect with Jack Martin: InsurMark LinkedIn: Jack Martin About our Guest: As the CEO of Advisor Websites, British Columbia’s 14th fastest growing business, Graham continually improves his leadership capabilities through formal and informal growth opportunities. He relishes the opportunity to connect with leaders across different industries to share ideas and experiences. His passion is building and leading teams through collaboration and idea-sharing. Graham seeks to develop and grow individuals and facilitate them finding their passion and bringing out the best of their talent and ambition. He continually looks for ways to drive value through new ideas and ways of thinking, creating innovative data-driven solutions to traditional opportunities.
22 minutes | Sep 8, 2021
25. Tax Planning Solutions Made Easy For Advisors With Kevin Lozer, CFP®
Every advisor wants to find better tax planning solutions for their clients. Are you one of them? In this episode, Kevin Lozer, co-founder of Holistiplan, joins Jack Martin to share everything you need to know about Holistiplan. Kevin reveals how this tool allows advisors and clients to develop a comprehensive and efficient tax planning strategy. Kevin discusses: How his time as a financial advisor helped pave the way for starting Holistiplan How Holistiplan helps advisors better serve their clients Ways to approach the “when should I claim my social security?” question How innovative advisors are increasing the value they offer clients And more! Resources: Holistiplan – Team Connect with Kevin Lozer: Holistiplan LinkedIn: Kevin Lozer Connect with Jack Martin: InsurMark LinkedIn: Jack Martin About our Guest: Kevin Lozer, CFP®, is the co-founder of Holistiplan and has been a CFP® professional and financial planner for 13 years. Kevin co-founded Holistiplan to help financial planners serve more people that need tax planning in all stages of life. In addition to creating Holistiplan, Kevin owns a small, solo financial planning practice in Northern Virginia and is a regional board member for the National Association of Personal Financial Advisors (NAPFA).
32 minutes | Aug 25, 2021
24. The Value Behind a Data-Driven Approach to Annuities for Advisors With Tamiko Toland
Advisors, think about your conversations with clients. Are you looking to tackle those conversations differently? Perhaps a data-driven approach can enable you to better serve and meet your clients’ needs. This week, CANNEX’s Tamiko Toland joins Jack Martin to highlight the disconnect between advisors and consumers around annuities. Tamiko explains how gen X and baby boomers feel about annuities while revealing how advisors can access valuable tools to efficiently serve clients. Tamiko discusses: The disconnect between what consumers and advisors think about annuities Why advisors should be open to having conversations with their clients using a different approach What she would like to see from a solutions perspective Ways to access a wider variety of tools Reasons why consumers are aligning with annuities And more! Resources: CANNEX YouTube Connect with Tamiko Toland: LinkedIn: Tamiko Toland CANNEX Connect with Jack Martin: InsurMark LinkedIn: Jack Martin About our Guest: Tamiko Toland is Director, Retirement Markets for Toronto-based CANNEX. CANNEX has long been known as the leading provider of income annuity pricing and now serves the entire scope of annuity products, including the evaluation of annuities with income guarantees. Tamiko supports the retirement industry with research, analysis, and writing on the retirement income industry. Her focus is the individual and institutional (defined contribution) annuity market in the U.S. and Canada. She is a thought leader with 20 years of experience tracking trends and key issues on retirement income, synthesizing commentary and analysis for broad audiences and specific clients. In the interest of supporting the development of the industry, Tamiko serves on the board for the National Association for Fixed Annuities (NAFA) and is an advisor member of the Institutional Retirement Income Council (IRIC).
29 minutes | Aug 4, 2021
23. How To Achieve Objective Index Ratings and Forecasts with Laurence Black from The Index Standard®
How do you, as an advisor or investment professional, select the best products for your clients? Have you thought about what makes clients believe that you are always looking out for their best interest? In this episode, Laurence Black takes a deep dive into everything The Index Standard® is about and how it can help you strengthen your client services. Laurence highlights how his organization provides advisor-related unbiased index ratings and forecasts and breaks down how these elements act as resources to support client investment decisions according to their individual goals. Laurence discusses: Why he created The Index Standard® Benefits of a diverse portfolio that goes beyond the S&P 500 Using risk control as a mechanism to deliver stable returns and lower drawdowns Three methods the firm uses to deliver acceptable indices to advisors and their clients Why Laurence refers to their services as “approachable finance” Best practices for advisors looking to choose and understand indices for their clients And more! Resources: About Jim Rogers About Joel Greenblatt ABN AMRO Barclays Novus Connect with Laurence Black: The Index Standard® LinkedIn: Laurence Black Connect with Jack Martin: InsurMark LinkedIn: Jack Martin About our Guest: Laurence Black is the founder of The Index Standard® and an index advisor to Robert J. Shiller, Sterling Professor of Economics at Yale University. Before founding The Index Standard®, Laurence was Managing Director and Head of Quantitative Indices and Strategies at Barclays, where he oversaw the development of the Barclays index family. In addition to designing some of the first smart beta/factor indices, Laurence spearheaded Barclays’ index partnerships with Professors Robert Shiller and Nouriel Roubini, as well as Novus Partners. Before Barclays, Laurence was Head of Indices at ABN AMRO in London and worked at Lehman Brothers, Deutsche Bank, and Credit Suisse.
33 minutes | Jul 21, 2021
22. Viewing Retirement As Personal Preferences Rather Than Behavioral Finance with Wade Pfau, Ph.D., CFA, RICP®
While it’s common for advisors to approach their clients with retirement income questions and predetermined answers, Retirement Researcher also focuses on a wide range of possibilities based on the unique needs of retirees and pre-retirees. In this episode, the firm’s founder and The American College of Financial Services’ retirement income professor, Wade Pfau, discusses how the company helps advisors like you approach client retirement. Wade also reveals why the best approach to building a retirement income strategy involves remaining open to all the possibilities. Wade discusses: Using the Retirement Income Style Awareness Profile (RISA) to determine how to source your client retirement income The four main retirement income strategies and how to help your clients select the one that suits them best Annuity puzzle considerations for retirees and pre-retirees How advisors can use Retirement Researcher’s retirement comprehensive assessment questionnaire for clients Why there isn’t just one way to approach retirement And more! Resources: About Alex Murguia Retirement Income Style Awareness (Risa) Profile RetirementResearcher.com – Resources Retirement Researcher.com – Articles Monte Carlo Simulation Connect with Wade Pfau: The American College of Financial Services RetirementResearcher.com RetirementResearcher.com – Contact Form and Weekly Newsletter Subscription Wade Pfau – Books LinkedIn: Wade Pfau Connect with Jack Martin: InsurMark LinkedIn: Jack Martin About our Guest: Wade Pfau is Retirement Researcher’s founder, a firm all about guiding people along the path to a successful and sustainable retirement by providing modern, sound academic research. Wade is also a retirement income professor at The American College of Financial Services, a higher education institution for financial planners. He earned a Ph.D. in economics from Princeton University in 2003 with a dissertation about Social Security reform and became a CFA charter holder in 2011.
36 minutes | Jul 7, 2021
21. Social Security & Medicare Summed Up In 35 Minutes with Mary Beth Franklin, CFP®
Are you an advisor looking to better serve your clients around their Social Security and Medicare needs? If so, this week’s episode of The Breakthrough Advisor with Social Security expert Mary Beth Franklin is for you! Join today’s conversation and learn valuable tips and tricks to enhance your clients’ Social Security and Medicare planning. Master some of the best-suited strategies and discover must-know considerations for guiding clients down the path of retirement income planning. Mary Beth discusses: Helping rather than selling: Tackling conversations around Social Security and Medicare Using a restricted application to maximize Social Security benefits What advisors’ top priorities should be with Medicare planning The role of Income Related Monthly Adjustment Amounts (IRMAA) in Medicare-related taxes and premiums The truth about using qualified distributions and annuity income to bridge Medicare gaps And more! Resources: Kiplinger’s Personal Finance Magazine Social Security The Alliance For Lifetime Income Episode 11 – Creating Income That Won’t Outlast Your Retirement — With Mike Harris and Jon Rosborough Ed Slott and Company, LLC Episode 17: Protecting Clients’ Retirement Savings with Tax Planning — With Ed Slott, CPA LinkedIn: Wade Pfau Wade Pfau – Books Connect with Mary Beth Franklin: firstname.lastname@example.org InvestmentNews Maximizing Social Security Retirement Benefits Maximizing Social Security Retirement Benefits – Book LinkedIn: Mary Beth Franklin Twitter: Mary Beth Franklin Connect with Jack Martin: InsurMark LinkedIn: Jack Martin About our Guest: InvestmentNews contributing editor, and foremost Social Security expert, Mary Beth Franklin, CFP®, provides up-to-date information on Social Security claiming strategies. She has been a financial journalist for more than 40 years, covering everything from the federal budget and tax policies to consumer finances as a writer and editor at Kiplinger’s Personal Finance magazine. Mary Beth is a former Capitol Hill reporter at United Press International and retirement and tax editor at Kiplinger Personal Finance.
33 minutes | Jun 23, 2021
20. Retirement-Related Considerations from Retirement Expert Tom Hegna, CLU, ChFC, CASL
While June is annuity awareness month, this week’s conversation goes beyond just annuities to encapsulate many other retirement-related components. In this episode, economist, author, and retirement expert Tom Hegna joins Jack Martin to break down valuable retirement considerations. Covering everything from retirement income and taxes to life insurance, healthcare, and more, Tom shares his best advice so that you, too, can become a retirement expert like him. Tom discusses: Why retirement doesn’t have to be difficult nor complicated Reasons advisors should talk about tax diversification with clients Considerations for the 4% rule The three levels of a fiduciary and how to tackle misinformation around them Why you might want to leave your children life insurance rather than money And more! Resources: Indexed Universal Life (IUL) Insurance Morningstar Michael Kitces Jamie Hopkins The Alliance For Lifetime Income The Alliance For Lifetime Income – Tools and Guides The Alliance For Lifetime Income – Articles Episode 11 – Creating Income That Won’t Outlast Your Retirement — With Mike Harris and Jon Rosborough “Man On A Mission” by Mary Feldman on Amazon “The Power of Zero” by David McKnight on Amazon Ed Slott and Company, LLC Episode 17: Protecting Clients’ Retirement Savings with Tax Planning — With Ed Slott, CPA “Tax-Free Retirement” by Patrick Kelley on Amazon “Think & Grow Rich” by Napoleon Hill on Amazon Connect with Tom Hegna: Tom Hegna Tom Hegna – Webinars Tom Hegna – Presentations Tom Hegna – Shop LinkedIn: Tom Hegna Facebook: Tom Hegna Twitter: Tom Hegna YouTube: Tom Hegna Check out Tom’s books: “Paychecks and Playchecks: Retirement Solutions for Life” “Retirement Income Masters: Secrets of the Pros” “Paycheques and Playcheques: Retirement Solutions for Canadians” “Don’t Worry, Retire Happy! Seven Steps to Retirement Security” “Don’t Worry, Retire Happy! Seven Steps to Retirement Security for Canadians” Connect with Jack Martin: LinkedIn: Jack Martin InsurMark About our Guest: Tom Hegna is an economist, author, and retirement expert. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert. As a former First Vice President at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars and has condensed his knowledge into five different books.
36 minutes | Jun 9, 2021
19. Using Genivity to Measure Your Clients’ Wealth and Health With Heather Holmes
Did you know that only 11% of clients feel like they can have health and longevity planning discussions with their financial advisors? Discover how you can encourage your clients to broach this subject with you as their trusted advisor in this week’s conversation with Genivity’s founder and CEO, Heather Holmes. Heather explains how Genevity uses a scientific and health approach to develop personalized financial and longevity projections for advisors based on clients’ lifestyle and goals. Heather discusses: The tools and techniques used to create financial and longevity projections for clients How advisors and their clients can benefit from Genivity as a technological, data-driven, and digital platform Ways Genivity can help you optimize and be in control of your health and lifestyle How the InsurMark team integrates Genivity within their longevity conversations with clients And more! Resources: LinkedIn: Emily Chang David Blanchett Genivity – Resources “Longevity and its Effect on Your Client’s Financial Plan” [On-Demand Webinar] Hear Heather talk about how to use HALO to grow your business at InsurMark’s Ultimate Social Security Biz Builder event on June 22 at 11 AM CT. Connect with Heather Holmes: Genivity LinkedIn: Heather Holmes Connect with InsurMark: InsurMark About our Guest: Heather Holmes is Genivity’s founder and CEO. Heather leads the firm’s vision 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.
21 minutes | Mar 17, 2021
Episode 18: How To Develop Your Client Experience Comeback Plan — With Julie Littlechild
As an advisor, client experience is a crucial piece of your practice. But what does it mean to deliver a great client experience and how do we evolve client experience going forward? Explore this and more in today’s episode with Absolute Engagement’s CEO and founder, Julie Littlechild. Julie explains how she helps advisors craft a plan according to their needs to enhance client input, communication, and the overall client experience. In this episode, you will learn: Why advisors need to make sure clients are communicating their needs and expectations Julie’s advice for enhancing the advisor-client relationship How often an advisor should be interacting with clients How client needs have changed over time And more! Listen in and learn how you as an advisor can use Absolute Engagement as a resource to discover the needs and expectations of your clients! Resources: InsurMark | Julie Littlechild | Absolute Engagement | Resources | Blog
33 minutes | Mar 3, 2021
Episode 17: Protecting Clients’ Retirement Savings with Tax Planning — With Ed Slott, CPA
Advisors, how are you helping your clients protect their retirement savings from unnecessary taxation? In today’s episode of The Breakthrough Advisor, join Ed Slott as he reveals ways he’s helping advisors lower their clients’ tax bill and protect what is likely clients’ biggest savings area. Ed highlights how his education and training programs enhance the … Continue reading Episode 17: Protecting Clients’ Retirement Savings with Tax Planning — With Ed Slott, CPA →
28 minutes | Jan 15, 2021
Episode 16: How to Step Up Your Online Marketing Game — With Robert Sofia
As an advisor, how can you better incorporate marketing and business technology solutions into your practice? Find out in this episode of The Breakthrough Advisor with Snappy Kraken CEO and chairman, Robert Sofia! Robert details Snappy Kraken’s marketing automation and online advertising approach, which is specifically designed to help financial advisors create meaningful connections and … Continue reading Episode 16: How to Step Up Your Online Marketing Game — With Robert Sofia →
33 minutes | Dec 23, 2020
Episode 15: Advisor Lessons from 2020
2020 has been a challenging year for many, but it has also given us many lessons and tools that we can carry for years to come. In this episode, join Jack Martin and Jeff Maxey as they dive into a conversation about the lessons they have learned this year while working through the COVID-19 pandemic … Continue reading Episode 15: Advisor Lessons from 2020 →
26 minutes | Dec 2, 2020
Episode 14 – 2021 Business Planning for Advisors — With Coach Joe Lukacs
Advisors, you’re likely busy helping clients get their plans in place for the new year. But have you made time to build your own 2021 business plan? In this episode, join coach Joe Lukacs as he unveils best practices for advisor business planning. He shares reasons why advisors should create a plan for the new … Continue reading Episode 14 – 2021 Business Planning for Advisors — With Coach Joe Lukacs →
30 minutes | Nov 4, 2020
Episode 13 – How Q4 Can Make Your 2020 — With Jeff Maxey and Jack Martin
InsurMark believes that advisors should be continually upgrading their marketing strategies. This year, this belief has become more important than ever. In this episode, join Jeff Maxey and Jack Martin as they discuss their recent webinar, How Q4 Makes Your 2020. Together, they reveal key ways advisors can improve their client-advisor relationships and share strategies … Continue reading Episode 13 – How Q4 Can Make Your 2020 — With Jeff Maxey and Jack Martin →
28 minutes | Oct 21, 2020
Episode 12 – Building a Tax-Free Retirement – With Patrick Kelly
Bestselling author Patrick Kelly wants advisors and pre-retirees to realize that building a tax-free retirement is entirely possible. To achieve this, all you need to do is to work with an individual who fully understands the tax-free retirement strategy. In this episode, Patrick Kelly discusses this strategy and how it benefits financial advisors and clients … Continue reading Episode 12 – Building a Tax-Free Retirement – With Patrick Kelly →
27 minutes | Oct 9, 2020
Episode 11 – Creating Income That Won’t Outlast Your Retirement — With Mike Harris and Jon Rosborough
The Alliance for Lifetime Income believes that no American should face the prospect of running out of money in retirement. That’s why they’re helping Americans create plans that will ensure they can live their lives without running out of money. In this episode, join The Alliance for Lifetime Income’s Mike Harris and Jon Rosborough and … Continue reading Episode 11 – Creating Income That Won’t Outlast Your Retirement — With Mike Harris and Jon Rosborough →
36 minutes | Sep 23, 2020
Episode 10 – How to Connect the Dots to Avoid the Worst of the Worst – With Brett Saso
Retirement Architecture’s Brett Saso doesn’t believe in looking at your past life experiences as failures. Instead, he says we should consider our life experiences as stepping stones that will help us connect the dots of our lives for a stronger tomorrow. In this episode, join Brett as he shares his first-hand experience with failure and … Continue reading Episode 10 – How to Connect the Dots to Avoid the Worst of the Worst – With Brett Saso →
28 minutes | Sep 9, 2020
Episode 9 – How to Grow Your Financial Practice – With Matt Halloran
While you might have countless ideas on how to improve your advisory practice, how can you actually put those ideas into practice to bring about real change? In this episode, discover how you can grow your practice with key tips and tricks from Top Advisor Marketing’s CEO, Matt Halloran. From expanding your financial practice to … Continue reading Episode 9 – How to Grow Your Financial Practice – With Matt Halloran →
28 minutes | Aug 26, 2020
Episode 8 – Retirement Research Insight for Advisors – With David Blanchett
As Morningstar Investment Management’s head of retirement research, David Blanchett, PhD, CFA, CFP® is driven to uncover ways people, and advisors, can create better outcomes. In this episode, David shares some of the latest insight he’s gained through his research, covering everything from the value of professional advice to the value of creating income for … Continue reading Episode 8 – Retirement Research Insight for Advisors – With David Blanchett →
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