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Breakthrough Advisor | Wave AI Podcast Notes
Breakthrough Advisor
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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87 episodes
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Episodes
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The Digital Shift Advisors Can’t Ignore with David Anderson (Ep. 87)
00:37:53
12/12/2025
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Uncovering Opportunities from the One Big Beautiful Bill Act with David Foster (Ep. 86)
00:32:16
11/4/2025
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How to Turn New Tax Laws Into New Clients with Patrick Kelly (Ep. 85)
00:36:30
10/1/2025
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Mastering Human Connection for Real Growth with Jason Jenkins (Ep. 84)
00:41:47
7/24/2025
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Increase Your Win Rate: Proven Techniques for Financial Advisors (Ep. 83)
00:28:30
4/2/2025
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Beyond Optimization: The New Social Security Risks (and How to Solve Them) (Ep. 82)
00:33:17
2/20/2025
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Revolutionizing Client Relationships and Acquisition with Tom Rieman (Ep 81)
00:35:47
2/3/2025
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Understanding the Social Security Fairness Act with Mary Beth Franklin (Ep. 80)
00:34:33
1/13/2025
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Every Successful Advisor Deserves A Great Liquidity Event with David Grau Jr (Ep. 79)
00:34:47
1/3/2025
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Post-election IRA and tax planning strategies with Ed Slott (Ep. 78)
00:33:19
12/18/2024
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