Hosted by Simplicity InsurMark · 🇺🇸 US · EN-US · 87 episodes
Established thought leaders with verified media credentials.
Welcome to The Breakthrough Advisor Podcast. In this podcast we inspire advisors with ideas and pathways to break through barriers and build a thriving retirement income business.
Simplicity InsurMark hosts Breakthrough Advisor, a business show with 87 episodes published.
Most advisors know they need a stronger digital presence, but the landscape can feel overwhelming. David Anderson breaks it down into practical steps any advisor can take to build trust online without getting tangled in
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-n
Is your practice ready for the ripple effects of the next big tax wave? In this high-impact episode of The Breakthrough Advisor, Randy Yost sits down with bestselling author and Simplicity partner Patrick Kelly to unpack
What if mastering human connection, not just products or processes, was the most important skill in your practice? In this powerful episode, host Randy Yost sits down with Jason Jenkins, Executive Vice President at Simpl
What’s the secret to increasing your win rate from 85% to 100%? You might be surprised to learn that it starts with a personal story. Join Randy Yost on the Breakthrough Advisor Podcast as he chats with Deirdre Van
What does Social Security mean for your clients’ future? In this episode, Jack Martin chats with David Duley, CEO and founder of PlanGap, about the ever-shifting landscape of Social Security and how advisors can he
Are you delivering what clients truly want? In this episode of The Breakthrough Advisor Podcast, your host Jack Martin engages with Tom Rieman, CPWA®, a seasoned professional with over 25 years in the financial industry,
Curious about how the latest Social Security reform might impact you or your clients? In this episode, Jack Martin sits down with Mary Beth Franklin, CFP® to discuss the newly passed Social Security Fairness Act and its
Are financial advisors finally realizing there’s more to life than being tethered to their desks? Dive into the dynamics of thriving in the advisory business and the path toward sustainable success. In this episode
What does the future hold for your financial planning strategies? In this episode, Jack Martin sits down with Ed Slott, a renowned IRA expert, to discuss how advisors can transform their approaches to IRAs and tax
Have you ever wondered how building trust can set you apart in a commoditized financial sector? You can transform your practice with trust-based selling. In this episode, Jack Martin speaks with Ari Galper, a renowned au
What does creating a truly fulfilling retirement look like? In this episode, Jack Martin speaks with Dr. Michael Finke, Co-Founder of IncomePath, and wealth management professor and researcher at the American College of
Which key tax strategies should advisors focus on amid potential tax law changes? In this episode, Jack Martin sits down with Jeffrey Levine, Chief Planning Officer at Buckingham Wealth Partners, for an in-depth explorat
In this episode, Jack Martin chats with Debra Taylor, CPA, PFS, CDFA®, JD, about making tax planning a year-round effort. Instead of rushing every Q4, you’ll learn how regular tax strategy can ease the year-end cru
Are your clients missing out on maximizing their Social Security benefits? In this episode, Jack Martin speaks with Mary Beth Franklin, CFP® renowned for her expertise in Social Security planning, about essential strateg
How do top financial advisors turn adversity into opportunity and lead their teams to unprecedented success? Learn about the attributes of leadership that distinguish top-performing financial advisors in this compelling
Is the United States truly in a retirement crisis, or are we simply facing manageable challenges? Understanding the intricacies of retirement planning and personalizing the risks and solutions can make the difference bet
Customer experiences matter. How can we better align our clients’ retirement plans with their lifestyles? In this episode, Jack Martin sits down with Dr. Wade Pfau, founder of Retirement Researcher and renowned for his e
Are you leveraging the full potential of video to connect with your clients? Ready to learn how video marketing can transform your financial advisory practice? The truth is that innovative video strategies can transform
Life insurance has the potential to revolutionize retirement planning. In this episode of The Breakthrough Advisor , Jack Martin sits down with Patrick Kelly, renowned author and insurance industry veteran, to explore th
David Anderson
Assistant Professor of Management & Operations · McAuliffe Elementary School
1 appearance on this show
David Foster
famed composer, musician, 16-times-Grammy Award-winner and a Mentor to the Stars · Frontier Economics
1 appearance on this show
Patrick Kelly
PSTA Director of Governmental Affairs · The Produce Industry Podcast
3 appearances on this show
Jason Jenkins
author of Phantom Limbs · DTN
1 appearance on this show
Tom Rieman
1 appearance on this show
Mary Beth Franklin
Social Security expert
3 appearances on this show
Ed Slott
America's IRA Expert
5 appearances on this show
Ari Galper
Creator of Trust-Based Selling · Unlock the Sales Game
1 appearance on this show
Michael Finke
Professor of Wealth Management and Frank M. Engel Distinguished Chair in Economic Security · American College of Financial Services
1 appearance on this show
David Blanchett
Managing Director, Portfolio Manager, and Head of Retirement Research · Prudential Investment Management
2 appearances on this show
Dr. Wade Pfau
Professor of Practice · The American College of Financial Services
4 appearances on this show
Laura Garfield
co-founder · Idea Decanter
1 appearance on this show
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Breakthrough Advisor is hosted by Simplicity InsurMark. The show is categorised under business (marketing) and has published 87 episodes.
Breakthrough Advisor has published 87 episodes.
Breakthrough Advisor regularly covers business, marketing. It sits in the business category, with a marketing focus.
Breakthrough Advisor is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Breakthrough Advisor hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Breakthrough Advisor average 34 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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