Best InsurMark Podcasts (2025)

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The Digital Shift Advisors Can’t Ignore with David Anderson (Ep. 87) 37:53

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13d ago37:53

37:53

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 compliance challenges. In this episode, Randy Yost and David Anderson, Director of Digital Marketing and Analytics at Simplicity G…

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Uncovering Opportunities from the One Big Beautiful Bill Act with David Foster (Ep. 86) 32:16

2M ago32:16

32:16

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®, …

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How to Turn New Tax Laws Into New Clients with Patrick Kelly (Ep. 85) 36:30

3M ago36:30

36:30

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 the One Big Beautiful Bill Act, a sweeping piece of legislation that could quietly reshape retirement income strategy, tax divers…

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Mastering Human Connection for Real Growth with Jason Jenkins (Ep. 84) 41:47

5M ago41:47

41:47

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 Simplicity, to uncover what sets elite advisors apart. With nearly three decades in the industry, Jason shares his journey from selling…

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Increase Your Win Rate: Proven Techniques for Financial Advisors (Ep. 83) 28:30

9M ago28:30

28:30

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 Nest, an expert in helping advisors and entrepreneurs create their “personal brand why story.” Deirdre opens up about overcoming her fe…

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Beyond Optimization: The New Social Security Risks (and How to Solve Them) (Ep. 82) 33:17

10M ago33:17

33:17

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 help clients navigate these changes. The discussion dives into the implications of the recently signed Social Security Fairness Act and it…

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Revolutionizing Client Relationships and Acquisition with Tom Rieman (Ep 81) 35:47

11M ago35:47

35:47

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, to explore the crucial elements that drive a successful advisory practice. With an eye on Practice Intel, Tom introduces a fresh …

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Understanding the Social Security Fairness Act with Mary Beth Franklin (Ep. 80) 34:33

12M ago34:33

34:33

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 implications for retirement income planning. They dive into the implications of the windfall elimination provision and the governm…

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Every Successful Advisor Deserves A Great Liquidity Event with David Grau Jr (Ep. 79) 34:47

12M ago34:47

34:47

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, Jack Martin interviews David Grau Jr, MBA, the CEO of Succession Resource Group, and Co-Founder of LendingWell, to discuss the buzz ar…

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Post-election IRA and tax planning strategies with Ed Slott (Ep. 78) 33:19

1y ago33:19

33:19

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 planning in the face of changing legislation and economic trends. They dive deep into strategies for converting traditional IRAs into Ro…

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Trust-Based Selling as an Advisor in a Commoditized Market with Ari Galper (Ep. 77) 28:47

1y ago28:47

28:47

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 authority in trust-based selling. Ari shares his revolutionary approach, the “One Call Sale,” and how it compresses the sales cycle …

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Permission to Spend: Next Level Retirement Income Planning with Michael Finke (Ep. 76) 34:36

1y ago34:36

34:36

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 Financial Services, about the crucial intersection of behavior and retirement income planning. Together, they explore innovative a…

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Breaking Down Tax Changes: What Advisors Need to Know with Jeffrey Levine (Episode 75) 37:05

1y ago37:05

37:05

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 exploration of impending tax legislation and how advisors can navigate these challenges to benefit their clients. Jeffrey discusses: (03:1…

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What the 4th Quarter and the Planned Tax Shake-up Mean for Advisors with Debra Taylor (Ep. 74) 30:28

1y ago30:28

30:28

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 crunch. Debra shares insightful solutions for unexpected financial events and strategic planning tips to tackle upcoming tax law changes. G…

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Simplifying Social Security for Advisors with Mary Beth Franklin (Ep. 73) 41:09

1y ago41:09

41:09

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 strategies for optimizing retirement income. Learn about strategies to optimize Social Security benefits and the potential legislative ch…

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Winning Leadership in Times of Adversity With Ron Shurts (Ep. 72) 29:37

1+ y ago29:37

29:37

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 episode of The Breakthrough Advisor. In this episode, Jack Martin sits down with Ron Shurts, Co-Founder and CEO of Annexus, to exp…

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Retirement Income: Personalizing the Risks & Solutions with David Blanchett (Ep. 71) 30:00

1+ y ago30:00

30:00

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 between a secure future and a financial struggle. Are your clients prepared to face the most significant retirement challenges head-o…

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Reimagining Retirement Income Planning with Dr. Wade Pfau (Ep. 70) 29:24

1+ y ago29:24

29:24

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 expertise in annuities and retirement income to explore innovative developments in annuities, examine the evolving landscape of ret…

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Video Marketing, Snackable Bites, and Client Testimonials with Laura Garfield (Ep. 69) 35:32

1+ y ago35:32

35:32

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 your client relationships and business growth. In this episode of The Breakthrough Advisor, Jack Martin sits down with Laura Garfi…

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Make Life Insurance Work for Your Clients’ Retirement Plans with Patrick Kelly (Ep. 68) 32:31

1+ y ago32:31

32:31

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 the powerful benefits of integrating life insurance into retirement strategies. Patrick shares his journey from insurance producer to…

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Trusted Advisor Status is a 2024 Advisor Growth Strategy with Charles Green (Ep. 67) 35:55

1+ y ago35:55

35:55

Advisors have three pillars of growth: client retention, increasing share of wallet, and new client acquisition. All three are driven by what clients seek most — trust. The challenge is how to achieve trusted advisor status in an increasingly digital world. In this episode, Jack Martin interviews Charles Green, co-author of the book “The Trusted Ad…

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Make Tax Planning Your 2024 Business Growth Accelerator with Debra Taylor (Ep. 66) 33:54

1+ y ago33:54

33:54

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. …

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Life-Changing Client Conversations at Moments That Matter with Dr. Amy D’Aprix (Ep. 65) 31:30

1+ y ago31:30

31:30

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 …

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Unlock the Secret to Exceptional Organic Growth (Ep. 64)

1+ y ago

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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 secre…

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Living Too Long is About More Than Just Money (Ep. 63) 31:59

1+ y ago31:59

31:59

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 emotio…

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How 6000 Advisors Solved the Growth Puzzle with Robert Sofia (Ep. 62) 35:02

1+ y ago35:02

35:02

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…

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Giving Retirees Permission to Spend with Tamiko Toland (Ep. 61) 34:09

1+ y ago34:09

34:09

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 alleviate the fear of out…

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Cracking the Client Acquisition Code with Carl Richards (Ep. 60) 31:49

2y ago31:49

31:49

Are you struggling to attract clients and close acquisition gaps? It might be time to rethink your marketing approach. Join Jack Martin and Carl Richards, creator of The Behavior Gap and founder of The Society of Advice, to learn how to foster genuine new connections by taking micro-actions every day. The episode addresses the core struggles faced …

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How to Wire Your Mindset for Success with Dr. Kevin Elko (Ep. 59) 24:22

2y ago24:22

24:22

Every day, advisors face the challenge of adapting to the blistering pace of change that redefines their approach to success. The world has moved beyond IQ, even EQ. Today, TQ, or a transformational mindset, is more critical than ever to stay ahead in the game. This episode features Dr. Kevin Elko, a renowned sports psychologist and mindset coach w…

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How to Prepare for the Tax Tsunami: Navigating Rising Tax Rates with Tom Hegna (Ep. 58) 15:35

2y ago15:35

15:35

In times of uncertainty, people crave certainty. With upcoming elections, a looming national debt of ~$34 trillion, rising tax rates, stock market volatility, and changes in interest rates — clients are facing so much uncertainty today! How do you guide them through this situation? What financial planning opportunities does the current landscape po…

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The Growth Engine Blueprint for Advisors with Stephanie Bogan (Ep. 57) 33:25

2y ago33:25

33:25

Advisors often fixate on ‘the last mile’ — the final stage of converting leads into clients. They overlook the top of the funnel. It’s imperative to establish a diverse growth model that leverages multiple channels because referrals and COIs alone no longer move the needle! Learn how to do just that with Jack Martin and guest Stephanie Bogan, a hig…

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Integrating Indexed Annuities Into the 60/40 and Other Portfolios with Laurence Black and Dr. Jay Watson (Ep. 56) 40:02

2y ago40:02

40:02

Is the 60/40 portfolio dead? What is it? Why does it matter? Advisors helping clients choose where to allocate their retirement savings increasingly rely on indexed products. Not all products perform the same in different market cycles. Where are markets headed, and how can advisors manage client expectations? With hundreds of indices in the market…

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Wealth Transfer and Tax Planning Opportunities in 2024 with Ed Slott (Ep. 55) 26:41

2y ago26:41

26:41

There is a pressing need for advisors to address the rising wealth transfer concerns. There are also evolving tax legislations to be considered. How can advisors navigate these changing environments? Find out in this episode of The Breakthrough Advisor as Ed Slott, founder and president of Ed Slott and Company, LLC, joins Jack Martin to explore the…

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Harnessing Fintech Innovation For 2024 Marketing Success with Diana Cabrices (Ep. 54) 29:12

2y ago29:12

29:12

With a rise in FinTech solutions, wealth management has become a rapidly evolving landscape. This demands advisors to stay ahead of the curve — especially with marketing and advice engagement. In this episode, Diana Cabrices, Chief Evangelist to B2B WealthTech Brands, joins Jack Martin. As a thriving entrepreneur in the FinTech innovation and wealt…

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Creating an Unforgettable Client Experience (Ep. 53) 23:05

2y ago23:05

23:05

Why are many Americans reluctant to see a financial advisor? Oftentimes, it is because of an unpleasant client experience. But how can advisors transform an unpleasant client experience into a memorable one? Find out in this episode as Jack Martin uncovers the biggest reasons why clients dread meeting their advisors and most importantly, how to tur…

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Simplify and De-Mystify Tax Planning with Chris Field (Ep. 52) 29:16

2y ago29:16

29:16

Many clients experience a huge gap between the services they expect and the services provided by their advisors. This difference is evident in tax planning. In fact, 92% of clients expect tax planning advice, but only 25% get it! (Source: Spectrem Group) In this episode, Chris Field, Holistiplan’s chief growth officer, joins Jack Martin to explain …

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Navigating Uncertainty in Retirement with Michael Harris and Steve Gresham (Ep. 51) 35:07

2y ago35:07

35:07

In this episode of The Breakthrough Advisor, Michael Harris and Steve Gresham, senior education advisors for the Alliance for Lifetime Income, join Jack Martin to talk about the communication challenges advisors face when meeting client needs for protected lifetime income. They share the Alliance’s latest research on how advisors are bridging the c…

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Engaging Client Advice Around Moments That Matter with Philipp Hecker (Ep. 50) 28:30

2+ y ago28:30

28:30

The financial services industry is shifting. Moving beyond investment products, clients want personalized advice that is timely, relevant, and impactful. In other words, they want proactive advice during moments that matter. In this episode, Philipp Hecker, the CEO of Bento Engine, joins Jack Martin to talk about how advisors can personalize client…

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The Path to Hyper-Growth: Here’s How to Turn Your Business Into an Organic Growth Engine (Ep. 49) 22:54

2+ y ago22:54

22:54

Advisors have historically relied on referrals. But how do you stop the referral streams from drying up? How do you achieve sustainable organic growth instead of solely relying on market gains? Find out in this week’s episode as Jack Martin explores the path to hyper-growth for financial advisors. Tune in as Jack talks about leveraging both technol…

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Charting New Paths with Jeff Maxey (Ep. 48) 15:50

2+ y ago15:50

15:50

Marking a remarkable milestone, InsurMark recently celebrated its 40th anniversary! And amidst this jubilant occasion, InsurMark also appointed a new president, Jeff Maxey, who is on a mission to help advisors take their businesses to new levels of success. In this episode, Jack Martin interviews Jeff about the major changes he envisions for the co…

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Creating Superfans: Here’s How to Turn Your Customers Into Lifelong Advocates with Brittany Hodak (Ep. 47) 32:41

2+ y ago32:41

32:41

Ready to explore the secrets behind creating a passionate fan base and standing out in a crowded market? In this episode, Jack Martin sits down with Brittany Hodak, keynote speaker and the author of “Creating Superfans: How To Turn Your Customers Into Lifelong Advocates,” to explore her journey in creating superfans. Tune in as Brittany shares her …

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Personalized Longevity Can Address Your Client’s Scariest Wealth and Health Pain Points with Heather Holmes (Ep. 46) 23:49

2+ y ago23:49

23:49

Are you ready to take longevity planning to the next level? In this episode, Heather Holmes, the founder and CEO of Genivity, joins Jack Martin to explore the firm’s Health Analysis and Longevity Optimizer (HALO) and ways it’s revolutionizing longevity planning for advisors and their clients. Heather discusses: The science behind HALO’s algorithm a…

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An Advisor-Friendly Approach to More Successful Selling with Marc Lamson (Ep. 45) 26:57

2+ y ago26:57

26:57

The organic growth rate for investment advisors has taken a hit since 2019, with the average investment advisor firm growing at a slower pace. But there is a way to turn things around. In this episode, Marc Lamson, the president of ASLAN Training, explores the techniques advisors need to convert leads into long-term clients while unveiling powerful…

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The Seven Elements To Building A Million-Dollar Business, Part 2 (Ep. 44) 24:18

2+ y ago24:18

24:18

As an advisor, you have to be strategic about your marketing. While building brand awareness and value for your target audience is crucial, it’s not everything. In this episode, Jack Martin continues to talk about the elements you need to build a million-dollar business. From defining your niche to lead capture and the concept of funnels, Jack unve…

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Advisors, Ready To Become A Trusted Authority And A Lead Magnet? Get Started with Matt Halloran (Ep. 43) 30:26

2+ y ago30:26

30:26

Advisors, are you ready to leverage actionable marketing strategies to stand out and #BeYourOwnLoud in a crowded marketplace? In this episode, Jack Martin sits down with Matt Halloran, the co-founder and chief relationship officer at ProudMouth. Matt explores the ins and outs of influence for financial advisors and the importance of building trust …

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Mastering the FIA Index Landscape: Harness Expert Insights and Comprehensive Ratings for Optimal Asset Allocations with Laurence Black (Ep. 42) 29:05

3y ago29:05

29:05

As a financial advisor, it’s not always easy to make informed decisions when selecting best-performing indices, ETFs, and/or annuities for our clients. With so much data and information available, navigating through it all and finding the most relevant and objective comparisons can be cumbersome. But it doesn’t have to be like that anymore. This we…

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Capitalizing on Inflation and Taxes: A Three-Year Window for Advisors with Ed Slott, CPA (Ep. 41) 18:00

3y ago18:00

18:00

Are you an advisor looking to help your clients minimize future tax burdens? In this episode, Ed Slott talks about inflation and taxes while detailing some strategies advisors can use to help clients minimize future tax burdens. Listen in as Ed explains how inflation can benefit tax planning, the three-year window of opportunity to capitalize on hi…

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Removing Mental Roadblocks: How To Change Anyone’s Mind with Jonah Berger (Ep.40) 26:55

3y ago26:55

26:55

Advisors, start asking ‘why’ instead of number-pushing Get ready to discover the secrets to removing barriers and making your ideas contagious in this week’s episode of The Breakthrough Advisor with Jonah Berger, bestselling author, and professor at Wharton School at the University of Pennsylvania. Jonah unpacks the ins and outs of finding the cata…

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The Steps To An Effective Marketing Plan, Part 1 (Ep. 39) 27:49

3y ago27:49

27:49

FOMO is a real thing. What’s separating you from growing faster and working less? Advisors, with the proper processes and systems, you can easily use your marketing to grow your business and become a trusted authority in your industry. This week, Jack Martin covers three out of the seven elements of an effective marketing plan for financial advisor…

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Differentiation & Digitalization: Advisors, Here’s What You Need To Thrive in 2023 with Stephanie Bogan (Ep. 38) 27:20

3y ago27:20

27:20

As advisors get ready for 2023, the client experience will need to adjust to two things: Digitization and Differentiation. So, what should advisors know as they look forward to a new year? In this episode, high-performance business coach and the founder of Limitless Adviser Coaching, Stephanie Bogan, joins Jack Martin to unpack some changes that ca…