The Breakthrough AdvisorThe Four Traits of a Breakthrough AdvisorLike anything, there are things you can do as an advisor that will take you and the experience you provide your clients to the next level.1 min read·Jun 8, 2022----
The Breakthrough AdvisorGet Ahead With Effective Social Security PlanningMaximizing income retirement is quickly becoming a prevailing conversation for financial planners, especially with the influx of retirees…1 min read·Feb 17, 2022----
The Breakthrough AdvisorAdvisors, Here’s Your Top To-Do List For 2022If you are a financial advisor who makes your clients or prospects feel that you have a solution for uncertain times, you have an…1 min read·Jan 19, 2022----
The Breakthrough AdvisorThe Value Behind a Data-Driven Approach to Annuities for Advisors1 min read·Aug 25, 2021----
The Breakthrough AdvisorHow To Achieve Objective Index Ratings and ForecastsHow do you, as an advisor or investment professional, select the best products for your clients?1 min read·Aug 4, 2021----
The Breakthrough AdvisorViewing Retirement As Personal Preferences Rather Than Behavioral FinanceWhile it’s common for advisors to approach their clients with retirement income questions and predetermined answers, Retirement Researcher…1 min read·Jul 21, 2021----
The Breakthrough AdvisorSocial Security & Medicare Summed Up In 35 MinutesAre you an advisor looking to better serve your clients around their Social Security and Medicare needs?1 min read·Jul 7, 2021----
The Breakthrough AdvisorUsing Genivity to Measure Your Clients’ Wealth and HealthDid you know that only 11% of clients feel like they can have health and longevity planning discussions with their financial advisors?1 min read·Jun 9, 2021----
The Breakthrough AdvisorHow To Develop Your Client Experience Comeback PlanAs an advisor, client experience is a crucial piece of your practice. But what does it mean to deliver a great client experience and how do…1 min read·Mar 17, 2021----