Breakthrough Advisor

Tax law is changing again, and with it, the way advisors should guide their clients. The One Big Beautiful Bill Act (O-B-B-B-A) introduces provisions that impact everyday retirees, mass affluent professionals, and high-net-worth families alike. In this episode of The Breakthrough Advisor™, host Randy Yost sits down with David Foster, JD, AEP, CLU®, ChFC®, CAP®, […] The post Uncovering Opportunities from the One Big Beautiful Bill Act with David Foster (Ep. 86) first appeared on Simplicity InsurMark.

Randy Yost sits down with bestselling author and Simplicity partner Patrick Kelly to unpack the One Big Beautiful Bill Act, a sweeping piece of legislation that could quietly reshape retirement income strategy, tax diversification, and the way you start client conversations. The post How to Turn New Tax Laws Into New Clients with Patrick Kelly (Ep. 85) first appeared on Simplicity InsurMark.

Randy Yost sits down with bestselling author and Simplicity partner Patrick Kelly to unpack the One Big Beautiful Bill Act, a sweeping piece of legislation that could quietly reshape retirement income strategy, tax diversification, and the way you start client conversations. The post How to Turn New Tax Laws Into New Clients with Patrick Kelly (Ep. 85) first appeared on Simplicity InsurMark.

Randy Yost and Jason Jenkins uncover what sets elite advisors apart. Jason shares his journey to leading a transformative advisor development training. The post Mastering Human Connection for Real Growth with Jason Jenkins (Ep. 84) first appeared on Simplicity InsurMark.

Randy Yost and Jason Jenkins uncover what sets elite advisors apart. Jason shares his journey to leading a transformative advisor development training. The post Mastering Human Connection for Real Growth with Jason Jenkins (Ep. 84) first appeared on Simplicity InsurMark.

Join Randy Yost and Deirdre Van Nest as they discuss how she now empowers financial advisors to build trust and connect deeply with clients.  The post Increase Your Win Rate: Proven Techniques for Financial Advisors (Ep. 83) first appeared on Simplicity InsurMark.

Join Randy Yost and Deirdre Van Nest as they discuss how she now empowers financial advisors to build trust and connect deeply with clients.  The post Increase Your Win Rate: Proven Techniques for Financial Advisors (Ep. 83) first appeared on Simplicity InsurMark.

Jack Martin chats with David Duley, founder of PlanGap, about how advisors can navigate the ever-shifting landscape of Social Security. The post Beyond Optimization: The New Social Security Risks (and How to Solve Them) (Ep. 82) first appeared on Simplicity InsurMark.

Jack Martin chats with David Duley, founder of PlanGap, about how advisors can navigate the ever-shifting landscape of Social Security. The post Beyond Optimization: The New Social Security Risks (and How to Solve Them) (Ep. 82) first appeared on Simplicity InsurMark.

Jack Martin and Tom Rieman explore the elements that drive a successful advisory practice, with a fresh approach to improving client-advisor relationships. The post Revolutionizing Client Relationships and Acquisition with Tom Rieman (Ep 81) first appeared on Simplicity InsurMark.

Jack Martin and Tom Rieman explore the elements that drive a successful advisory practice, with a fresh approach to improving client-advisor relationships. The post Revolutionizing Client Relationships and Acquisition with Tom Rieman (Ep 81) first appeared on Simplicity InsurMark.

Jack Martin sits down with Mary Beth Franklin to discuss the newly passed Social Security Fairness Act and its implications for retirement income planning. The post Understanding the Social Security Fairness Act with Mary Beth Franklin (Ep. 80) first appeared on Simplicity InsurMark.

Jack Martin sits down with Mary Beth Franklin to discuss the newly passed Social Security Fairness Act and its implications for retirement income planning. The post Understanding the Social Security Fairness Act with Mary Beth Franklin (Ep. 80) first appeared on Simplicity InsurMark.

Jack Martin interviews David Grau Jr, MBA, CEO of Succession Resource Group and Co-Founder of LendingWell, to discuss the buzz around mergers and acquisitions. The post Every Successful Advisor Deserves A Great Liquidity Event with David Grau Jr (Ep. 79) first appeared on Simplicity InsurMark.

Jack Martin interviews David Grau Jr, MBA, CEO of Succession Resource Group and Co-Founder of LendingWell, to discuss the buzz around mergers and acquisitions. The post Every Successful Advisor Deserves A Great Liquidity Event with David Grau Jr (Ep. 79) first appeared on Simplicity InsurMark.

Jack Martin discusses with Ed Slott how advisors can transform approaches to IRAs and tax planning in the face of changing legislation and economic trends. The post Post-election IRA and tax planning strategies with Ed Slott (Ep. 78) first appeared on Simplicity InsurMark.

Jack Martin discusses with Ed Slott how advisors can transform approaches to IRAs and tax planning in the face of changing legislation and economic trends. The post Post-election IRA and tax planning strategies with Ed Slott (Ep. 78) first appeared on Simplicity InsurMark.

Jack Martin speaks with Ari Galper, a renowned authority in trust-based selling. Ari shares his "One Call Sale." The post Trust-Based Selling as an Advisor in a Commoditized Market with Ari Galper (Ep. 77) first appeared on Simplicity InsurMark.

Jack Martin speaks with Ari Galper, a renowned authority in trust-based selling. Ari shares his "One Call Sale." The post Trust-Based Selling as an Advisor in a Commoditized Market with Ari Galper (Ep. 77) first appeared on Simplicity InsurMark.

Jack Martin speaks with Michael Finke, Co-Founder of IncomePath and wealth management professor & researcher at the American College of Financial Services. The post Permission to Spend: Next Level Retirement Income Planning with Michael Finke (Ep. 76) first appeared on Simplicity InsurMark.

Jack Martin speaks with Michael Finke, Co-Founder of IncomePath and wealth management professor & researcher at the American College of Financial Services. The post Permission to Spend: Next Level Retirement Income Planning with Michael Finke (Ep. 76) first appeared on Simplicity InsurMark.

Jack Martin sits down with Jeffrey Levine, Chief Planning Officer at Buckingham Wealth Partners, for an in-depth exploration of impending tax legislation. The post Breaking Down Tax Changes: What Advisors Need to Know with Jeffrey Levine (Episode 75) first appeared on Simplicity InsurMark.

Jack Martin sits down with Jeffrey Levine, Chief Planning Officer at Buckingham Wealth Partners, for an in-depth exploration of impending tax legislation. The post Breaking Down Tax Changes: What Advisors Need to Know with Jeffrey Levine (Episode 75) first appeared on Simplicity InsurMark.

Jack Martin chats with Debra Taylor about making tax planning a year-round effort. Learn how regular tax strategy can ease the year-end crunch. The post What the 4th Quarter and the Planned Tax Shake-up Mean for Advisors with Debra Taylor (Ep. 74) first appeared on Simplicity InsurMark.

What is the real impact of the upcoming election on effective tax planning for advisors? Are you thinking ahead, or just sprinting to the finish line each December? The post What Elections, the 4th Quarter and the Planned Tax Shake-up Mean for Advisors with Debra Taylor (Ep. 74) first appeared on Simplicity InsurMark.

Jack Martin discusses strategies for optimizing retirement income with Mary Beth Franklin. Mary Beth shares advice to help stay ahead in a changing landscape. The post Simplifying Social Security for Advisors with Mary Beth Franklin (Ep. 73) first appeared on Simplicity InsurMark.

Jack Martin discusses strategies for optimizing retirement income with Mary Beth Franklin. Mary Beth shares advice to help stay ahead in a changing landscape. The post Simplifying Social Security for Advisors with Mary Beth Franklin (Ep. 73) first appeared on Simplicity InsurMark.

Learn about the attributes of leadership that distinguish top-performing financial advisors in this compelling episode of The Breakthrough Advisor™. The post Winning Leadership in Times of Adversity With Ron Shurts (Ep. 72) first appeared on Simplicity InsurMark.

Learn about the attributes of leadership that distinguish top-performing financial advisors in this compelling episode of The Breakthrough Advisor™. The post Winning Leadership in Times of Adversity With Ron Shurts (Ep. 72) first appeared on InsurMark.

Jack Martin and David Blanchett of PGIM DC Solutions, discuss whether the U.S. is experiencing a retirement crisis or just significant challenges. The post Retirement Income: Personalizing the Risks & Solutions with David Blanchett (Ep. 71) first appeared on InsurMark.

Jack Martin and David Blanchett of PGIM DC Solutions, discuss whether the U.S. is experiencing a retirement crisis or just significant challenges. The post Retirement Income: Personalizing the Risks & Solutions with David Blanchett (Ep. 71) first appeared on Simplicity InsurMark.

Jack Martin sits down with Dr. Wade Pfau, to explore developments in annuities, and examine the evolving landscape of retirement income planning.  The post Reimagining Retirement Income Planning with Dr. Wade Pfau (Ep. 70) first appeared on InsurMark.

Jack Martin sits down with Dr. Wade Pfau, to explore developments in annuities, and examine the evolving landscape of retirement income planning.  The post Reimagining Retirement Income Planning with Dr. Wade Pfau (Ep. 70) first appeared on Simplicity InsurMark.

Are you leveraging the full potential of video to connect with your clients? Video marketing can transform your financial advisory practice. The post Video Marketing, Snackable Bites, and Client Testimonials with Laura Garfield (Ep. 69) first appeared on InsurMark.

Are you leveraging the full potential of video to connect with your clients? Video marketing can transform your financial advisory practice. The post Video Marketing, Snackable Bites, and Client Testimonials with Laura Garfield (Ep. 69) first appeared on Simplicity InsurMark.

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 Simplicity InsurMark.

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.

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.

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 Simplicity InsurMark.

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.

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 planning wealth manager and top Carson Wealth advisor. Debra shares […] The post Make Tax Planning Your 2024 Business Growth Accelerator with Debra Taylor (Ep. 66) first appeared on Simplicity InsurMark.

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 how to navigate life-changing client conversations during moments that matter […] The post Life-Changing Client Conversations at Moments That Matter with Dr. Amy D'Aprix (Ep. 65) first appeared on Simplicity InsurMark.

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.

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 proven strategies and secrets that have enabled successful advisors to […] The post Unlock the Secret to Exceptional Organic Growth (Ep. 64) first appeared on Simplicity InsurMark.

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.

We all may be getting a little obsessed with living longer. And in a world increasingly fixated on longevity, the narrative often centers on financial concerns like outliving assets. But it's about so much more! In this episode, Jack Martin explores how planning for a longer life journey transcends mere financial calculations and delves into […] The post Living Too Long is About More Than Just Money (Ep. 63) first appeared on Simplicity InsurMark.

We all may be getting a little obsessed with living longer. And in a world increasingly fixated on longevity, the narrative often centers on financial concerns like outliving assets. But it's about so much more! In this episode, Jack Martin explores how planning for a... The post Living Too Long is About More Than Just Money (Ep. 63) first appeared on InsurMark.

Are you curious about how top advisors are accelerating their organic growth? Data from 6,000 advisors has revealed some interesting insights! Discover the mindset, strategies, and tools that have propelled advisors to rapid growth in today's digital age. Jack Martin interviews Robert Sofia, co-founder and CEO of Snappy Kraken, about why some firms thrive while […] The post How 6000 Advisors Solved the Growth Puzzle with Robert Sofia (Ep. 62) first appeared on Simplicity InsurMark.

Are you curious about how top advisors are accelerating their organic growth? Data from 6,000 advisors has revealed some interesting insights! Discover the mindset, strategies, and tools that have propelled advisors to rapid growth in today's digital age. Jack Martin interviews Robert Sofia, co-founder and... The post How 6000 Advisors Solved the Growth Puzzle with Robert Sofia (Ep. 62) first appeared on InsurMark.

Retirees are often so worried about running out of money that they fail to enjoy their golden years to the fullest. As their advisor, you can help them find the confidence to spend. Tune in to Jack Martin's conversation with Tamiko Toland (aka the Annuity... The post Giving Retirees Permission to Spend with Tamiko Toland (Ep. 61) first appeared on InsurMark.

Retirees are often so worried about running out of money that they fail to enjoy their golden years to the fullest. As their advisor, you can help them find the confidence to spend. Tune in to Jack Martin's conversation with Tamiko Toland (aka the Annuity Yoda), co-founder of IncomePath, about how advisors can help clients […] The post Giving Retirees Permission to Spend with Tamiko Toland (Ep. 61) first appeared on Simplicity InsurMark.