Tag Archives: The Breakthrough Advisor

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 learning from other common mistakes, Matt breaks down everything financial professionals like you should consider when it comes to marketing and growing your business. 

In this episode, you will learn:

  • How Top Advisor Marketing is helping advisors put their growth strategies into practice
  • Time management tips for financial experts
  • Why you need a niche market 
  • Books that advisors should read and review 
  • And more!

Listen now to discover new ideas and inspiration for how you can continue to grow as an advisor! 

Resources:  InsurMark | Top Advisor Marketing  | Matt Halloran  

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 life.

In this episode, you’ll learn:


  • How different investment approaches can impact the way investors navigate market volatility
  • Why advisors should weigh the pros and cons of how they quantify outcomes
  • How advisors can help manage emotions during the investment process
  • Why guaranteed income is a forgotten household asset
  • And more!


Tune in now to learn more about today’s retirement landscape from a researcher’s point of view!

Resources:  InsurMark | David Blanchett | The Mutual Fund Puzzle

Episode 7 – How to Help Clients Plan for Asset-Based Long-Term Care – With Don Quante

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 of planning can bring to advisors and clients alike. 

In this episode, you will learn:

  • Why advisors should consider asset-based long term care
  • About the Million Dollar Advisor program — and how it benefits advisors
  • How Don and his team train and help advisors in supporting families around life planning, long-term care, and retirement
  • Baby boomers’ greatest worries, and how advisors can help solve them
  • And more!

Tune in now and learn what asset-based long-term care advice can bring to your clients and practice!

Resources:  InsurMark | Simplicity Asset-Based LTC: (800) 752-0207 | Million Dollar Advisor

Episode 6 – Marketing and Website Development Strategies for Financial Professionals – With Samantha Russell

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 strategies into their business. Samantha shares the marketing tactics Twenty Over Ten uses to promote financial businesses, along with some practical marketing tips to start implementing today.

In this episode, you’ll learn:

  • How Twenty Over Ten helps financial professionals promote and distribute their content online
  • Why corporations need an established website
  • How content marketing can boost your firm’s online presence 
  • How businesses can benefit Google My Business™  
  • And more!

Tune in to learn how you can start implementing the right digital technology and tools to grow your marketing strategy! 

Resources:  InsurMark | The Breakthrough Advisor Podcast | Samantha Russell | Twitter | LinkedIn |
Twenty Over Ten | InsurMark and Twenty Over Ten 

Episode 5 – Strategies for Reaching Your Peak Performance – With Dr. Kerry Johnson

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 into practice today for a more successful tomorrow.

In this episode, you will learn:


  • How Kerry helps clients increase their business within specific time frames 
  • About the status quo bias and its impact on the advisors-client relationship 
  • How speakers and attendees can benefit from business and financial seminars 
  • The difference between a focused and growth mindset
  • And more!


Tune in now to learn about Dr. Kerry Jonson’s business strategies and how they can help you enhance your business and mindset! 

Resources:  InsurMark | Dr. Kerry Johnson: (714) 368-3665

Episode 4 – What to Consider When Planning Your Retirement Income – With Wade Pfau

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 of retirement income planning, Wade shares what you should consider around retirement income, how the retirement landscape is changing, and how planning approaches need to be adjusted accordingly.

In this episode, you’ll learn:


  • How advisors can use Wade’s books as learning tools  
  • The impact higher tax rates have on the retirement planning process
  • Different ways to manage risks in retirement 
  • And more!


Tune in to learn how you can plan for your retirement income!

Resources:  InsurMark | The Breakthrough Advisor Podcast | Retirement Researcher | Safety-First Retirement Planning