business
Hosted by Simplicity InsurMark · business · EN-US
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.
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Contact path
Verified email
Booking probability
23%
Guest openness
Selective
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Signup to Generate a PitchWelcome 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.
Breakthrough Advisor is hosted by Simplicity InsurMark. The show has published 87 episodes to date.
Recent episodes include "From Frustration to Freedom: Building a Better Financial Advisory Business (Ep. 88)" (21 October 2026, 26 minutes), "The Digital Shift Advisors Can’t Ignore with David Anderson (Ep. 87)" (12 December 2025, 38 minutes), and "Uncovering Opportunities from the One Big Beautiful Bill Act with David Foster (Ep. 86)" (4 November 2025, 32 minutes).
Breakthrough Advisor publishes roughly monthly, with episodes averaging 34 minutes across 87 episodes.
Booking probability for Breakthrough Advisor is 23%, and the host is rated Selective on guests. Breakthrough Advisor requires a Pod Score of 80 or higher. Breakthrough Advisor's contact route on record: verified email.
The strongest fits for Breakthrough Advisor are Investment Banking & Trading. Breakthrough Advisor has a business audience.
Simplicity InsurMark hosts Breakthrough Advisor, a business podcast with 87 episodes published.
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Breakthrough Advisor
Financial advisors often enter the profession to help people make better financial decisions, but the realities of running an advisory business can quickly create complexity. Between prospecting, marketing, compliance...
Breakthrough Advisor
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...
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...
Breakthrough Advisor
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...
Breakthrough Advisor
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...
Breakthrough Advisor
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...
Breakthrough Advisor
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...
Breakthrough Advisor
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...
Breakthrough Advisor
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...
Breakthrough Advisor
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...
Breakthrough Advisor
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...
Breakthrough Advisor
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...
Breakthrough Advisor
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...
Breakthrough Advisor
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...
Breakthrough Advisor
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...
Breakthrough Advisor
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...
Breakthrough Advisor
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...
Breakthrough Advisor
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...
Breakthrough Advisor
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...
Breakthrough Advisor
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...
Recent guests on Breakthrough Advisor. Study who booked and why before you pitch.
doctor, endocrinologist, author, medical researcher and teacher, professor, Dale Carnegie Training of Westchester
famed composer, musician, 16-times-Grammy Award-winner and a Mentor to the Stars, National Basketball Players Association
Chief Director responsible for Price Statistics at Stats SA, Irish College of General Practitioners
Vice President & Managing Director of the Americas, Men Sharpening Men
PitchCentric classifies Breakthrough Advisor under these industries. Guests from them are the closest fit, and each links to the best podcasts in that industry.
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