AdvisorRadio Podcast for Financial Advisors by Horsesmouth
276 episodes - English - Latest episode: over 1 year ago - ★★★★ - 10 ratingsLearn what really moves the needle in your business from advisor success stories and industry experts. From the latest marketing tactics working today, to advice for better serving your clients and guidance on running your practice more efficiently, AdvisorRadio gives you the insights you need to take your financial advisory business to the next level.
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Episodes
How Cultivating the Next Generation Easily Generates Valuable New Accounts
October 14, 2022 15:35 - 17 minutes - 24.4 MBWhat’s Working Now: This advisor started paying attention to the kids of his original clients and has prevented millions of dollars in assets from walking out the door.
How I Deliver Holistic Financial Services to Credit Union Members
September 27, 2022 14:40 - 37 minutes - 51.2 MBWhat’s Working Now: First this advisor discovered that the local credit union needed help in providing financial services—then the pandemic taught him how to scale delivery of quality advice through webinars. And it’s still a winning formula.
Moving Fraud: Be Careful If You’re Moving to a New Home
September 22, 2022 14:27 - 18 minutes - 25.9 MBSeptember HackTalk: From bait-and-switch estimates to movers holding your belongings hostage, there has been an uptick in fraudulent activity during the vulnerable time when people are relocating. Watch out for these red flags.
Your December Marketing Meeting
December 10, 2021 14:45 - 25 minutes - 34.4 MBWhich kinds of marketing are poised to have the greatest impact in 2022? That's the main question we'll tackle in this month's meeting. AGENDA: • Client testimonials. Most of you can use these now, but how to find and gather them? • Video has been king for a while now when it comes to attracting and keeping attention online. Will 2022 be any different? • Target marketing in 2022. Why it's important to start looking beyond Baby Boomers. • Timely marketing pieces to send to clients n...
Social Security and Medicare: What’s New for 2022
December 02, 2021 16:55 - 36 minutes - 50.2 MB• Beyond the COLA: What else is there to know about Social Security in addition to the 5.9% jump in benefits? • The latest Social Security proposals in Congress: What are they? will they pass? What happens then? • 14.5% jump in Medicare premiums: Why did this happen and what does it mean? • Life-changing scenarios: How to educate clients and ask the right questions to get clients the benefits they are entitled to. Elaine Floyd, CFP®, creator of Horsesmouth's Savvy Social Security and...
A 4-Part Framework For Streamlining Your Business
August 15, 2021 16:00 - 38 minutes - 31 MBWhat’s Working Now: This advisor has been developing checklists and flowcharts for himself and other advisors to help streamline business.
Biden Tax Plan—What Could Affect Clients Most
June 18, 2021 14:51 - 44 minutes - 61.6 MBCertain elements of Biden's proposed tax plan such as a step up in basis and capital gains tax increases could have major repercussions for your clients. Get updated on the most impactful tax changes being talked about and what it could mean for your clients in the Savvy Tax Planning podcast here on AdvisorRadio with Debra Taylor, CPA/PFS, JD, CDFA, founder and principal of the Taylor Financial Group and Sean Bailey, Horsesmouth Editor-in-Chief.
Vital Cybersecurity Lessons from the SolarWinds Hack
February 01, 2021 21:09 - 15 minutes - 12.8 MBThe SolarWinds vulnerability, which allows hackers to get into the systems of government agencies like the Departments of Treasury and Defense, and Fortune 500 companies like Microsoft as well, was a massive cybersecurity breach. It's fallout and scope is hard to even imagine. There are important cybersecurity lessons to take away from the situation and to share with clients and members of your team.
A New Venmo Cash App Scam and How to Protect Yourself
November 18, 2020 18:56 - 25 minutes - 20.2 MBKathy was working from home and received a text message "from" Venmo asking her to validate recent charges she hadn't made. Her bank account being linked to her Venmo account, panic took over, and she called the number from the text right away. A short conversation with a "Venmo rep" stressing urgent action later, and Kathy was out $6500. She was the victim of a new Venmo scam. Learn everything about this scam, including how to protect yourself and your clients, in this edition of the Hac...
Want to Grow Your Influence with Cybersecurity Webinars?
August 28, 2020 13:22 - 20 minutes - 16.5 MBHackTalk: With everyone working from home and many students learning remotely, hackers and scammers are on the attack. People and businesses need guidance on cybersecurity. In this episode of HackTalk, learn how to present cybersecurity webinars that will educate on this in-demand topic and earn attendees' gratitude. Plus, learn remote work security tips that can keep your team’s, and your clients’, data safe, and hear the latest on the TikTok ban situation--is it really unsafe?
Step by Step How I Brought On New Clients Without Meeting in Person
August 21, 2020 17:38 - 50 minutes - 40.3 MBWhat's Working Now: This advisor explains how he brought on a high net worth client couple without ever meeting them in person.
Don’t Underestimate the Complexity: Why I Specialize in Student Loan Advice
August 18, 2020 01:18 - 50 minutes - 40.1 MBWhat’s Working Now: This advisor realized that most of his clients were burdened by student loan debt and took on the challenge of learning its complexities.
Helping Your Business Owner Clients (and Yourself!)
August 10, 2020 20:38 - 27 minutes - 22.2 MBJeff Levine, co-creator of the Savvy Tax Planning Program, joins Sean Bailey to discuss the tax planning issues small business owners need to stay abreast of--and that includes advisors themselves.
Virtual Prospecting: How I Connect With Clients and Prospects Without Leaving the House
June 16, 2020 20:38 - 39 minutes - 31.4 MBWhat’s Working Now: This advisor shares how he communicates virtually with clients and prospects, now more than ever.
How to Use Digital Communication to Build Relationships
June 10, 2020 02:27 - 32 minutes - 44.2 MBBuilding relationships as a financial advisor virtually is not the same as doing it in person. Listen to David J.P. Fisher, author of "Hyper-Connected Selling" share his tips and tools for online relationship building with Ellen Rogin.
Embracing Change: How to Get Started With Webinars—Even if You’re not Tech-Savvy
June 03, 2020 09:00 - 49 minutes - 39.6 MBThis marketing consultant has learned plenty in pivoting from providing concierge service for seminars to setting up webinars—from filling seats to smoothing the technology experience for the advisor. Check out his tips for making the most hay from any online workshop.
Communicating Chaotic Markets and Tax Changes to Clients
May 28, 2020 18:29 - 28 minutes - 22.9 MBListen as Debra Taylor and Sean Bailey discuss the tax breaks contained in the CARES Act and how you need to be communicating that to clients.
It’s Not So Different: An Advisor Transitions to Online Education
May 27, 2020 01:38 - 41 minutes - 33.2 MBWhat’s Working Now: This advisor describes three different online webinars he’s presented since the COVID-19 crisis began, and what he has learned from each situation.
Communication Techniques That Will Alleviate Client Fear and Confusion
May 26, 2020 12:00 - 31 minutes - 25.1 MBMarcia Martin has trained some of the most influential thought leaders in the world. Learn her strategies for how to effectively talk to your clients in times of deep crisis and fear. In this show you’ll learn: What are the Laws of Communication and how to use them How to help your clients create space so they can hear what you’re saying How to help you and your clients reduce fear and confusion
You’re the Captain, Get on Your Bridge
May 19, 2020 22:35 - 29 minutes - 23.5 MBWhat’s Working Now: Once the captain of a U.S. Navy helicopter carrier, this advisor explains how he is helping clients navigate today’s crisis by going full-steam ahead on virtual webinars and online classes.
A Day in the Life: Working From and Talking to Clients During the Pandemic
May 12, 2020 23:55 - 17 minutes - 14.1 MBWhat’s Working Now: This advisor is keeping his morning routine even while working from home, and proactively communicating with clients during the pandemic.
Get Ready for the New Normal: Why Advisors Need Virtual Communication Now
May 05, 2020 20:38 - 46 minutes - 37 MBWhat’s Working Now: This advisor shares how he has transitioned his financial education strategy online.
The Power of the Model: Calming Client Fears (and Bringing in New Assets)
April 29, 2020 18:58 - 25 minutes - 20.1 MBWhat’s Working Now: This advisor got over his initial paralysis and started actively communicating about the crisis with clients, reminding them of their model.
What’s Working Now for the Best Advisors
April 21, 2020 14:00 - 29 minutes - 23.9 MBHow are other advisors handling the crisis? Ellen interviews Mitch Slater, a top UBS advisor about what’s working for him and his time. Listen in and learn the most important thing to be focusing on when talking to clients, the unique video Mitch and his team sent out to clients, and how his time has adjusted to working remotely and what’s working for them now.
How to Sell in Times of Crisis
April 08, 2020 20:55 - 29 minutes - 23.6 MBLisa Dadd, sales trainer and coach shares with Ellen Rogin how to truly serve your clients during this challenging time and not feel icky about sales. Learn how to sell in sensitive times like these, how the title “advisor” sets you up to make this one critical mistake, and the best way to approach conversations with clients to build long-lasting loyal relationships.
How to Make Sure Your Remote Office is Cybersecure
April 07, 2020 13:00 - 16 minutes - 13.6 MBLearn what needs to be done to protect yourself and your clients while working remotely. Plus, emerging coronavirus threats and Zoom security issues on this episode of HackTalk.
5 Things Advisors Need to Be Doing in a Crisis
March 26, 2020 19:12 - 30 minutes - 27.9 MBThe world is crazy right now, but there are still smart moves you can be making when it comes to client communication and tax planning. Listen as Debra Taylor shares her expertise.
The Fed Acts, COVID-19 and Economic Anxieties Continue to Rattle Investors
March 18, 2020 20:47 - 19 minutes - 15.8 MBAdvisor TalkingPoints: As the country copes with the human impact of the coronavirus, the markets experience unprecedented volatility in reaction to the vast uncertainty. The strain to the economy is real, but the swift actions of the Fed may do a great deal to reduce long-term damage.
Putting the Panic into Perspective—Key Takeaways from the Market Plunge
March 06, 2020 18:12 - 21 minutes - 16.8 MBFinancial writer and Horsesmouth columnist Charles Sherry, MSc, provides his overview of the forces behind this week's market turmoil, when we should get worried about a recession, and what the essential message we should be communicating to anxious clients is. Listen now.
10 Steps to Help a Newly Alone Spouse
March 03, 2020 19:03 - 33 minutes - 26.7 MBWhat's Working Now: When the husband in a client couple passed on, this advisor stepped in to help the widow navigate her new emotional, social and financial landscape. Now he has become the go-to expert on this passage for his clients and their friends.
What You Need to Know About Tax Identity Theft
February 27, 2020 20:57 - 19 minutes - 15.9 MBTax Identity Theft is not new, but the tactics hackers are using to steal refunds are changing. Learn how to protect yourself and your clients this tax season. Plus, get updated on recent updates on the 2017 Equifax breach and cybersecurity concerns surrounding the 2020 census.
Coronavirus—Communicating the Market’s Decline to Clients
February 26, 2020 19:56 - 17 minutes - 14.3 MBAdvisor TalkingPoints: Prepare for client interactions with this review of key data points on coronavirus, market reaction, and an outline that to guides you on how to handle client responses to the evolving situation.
Coronavirus and the Teflon Stock Market
February 21, 2020 05:00 - 17 minutes - 14.3 MBAdvisor TalkingPoints: As you prepare for client interactions, Advisor Talking Points reviews the impact from the coronavirus, QE and stocks, the Fed, positive economic numbers, and earnings
Digging in Deeper: Answering Your Questions About the SECURE Act
February 19, 2020 17:08 - 30 minutes - 24.5 MBListen in as Debbie and Sean talk through some of the questions Savvy Tax Planning members have about the SECURE Act, particularly the "Death of the Stretch IRA."
How Tax Planning Nets Me My Biggest Clients
February 14, 2020 20:48 - 35 minutes - 28.1 MBWhat’s Working Now: By educating prospects about taxes in retirement and then helping individuals make savvy tax planning moves, this advisor paves the way to bringing them on for comprehensive investment and financial planning services.
How to Find a Target Market You're Passionate About and Become a Niche Expert
February 03, 2020 21:51 - 34 minutes - 27.8 MBFour years ago, Jen Dawson decided that she wanted to work exclusively with women lawyers and help them achieve financial freedom. She has since become a thought leader within this market and she has never been happier with the work she does for her clients. Learn how she built her niche, and how you can apply what she learned in your own niche marketing efforts, in her conversation with Ellen Rogin. Show notes available here: http://www.horsesmouth.com/advisorradio-234
Why I Stepped in to Help Other Advisors' Clients Navigate Medicare
February 03, 2020 17:26 - 58 minutes - 46.7 MBWhat’s Working Now: This insurance agent educates clients about Medicare and sells them policies – all while keeping the focus on their financial advisor.
3 Cybersecurity Scams That Wreaked Havoc Over the Last Decade and New Threats Poised to Plague the 2020's
January 13, 2020 19:00 - 28 minutes - 22.6 MBListen to a review of the most popular cybersecurity threats we saw over the last decade, and that which continue to cost individuals, businesses, and municipalities millions. Plus, learn the emergent cybersecurity exploits that are most likely to grow in popularity over the next decade, how ransomware scammers are targeting doctors' offices, what you need to do to secure ring doorbells and other smart devices, and the ominous vulnerability of our election system.
Getting Nitty-Gritty With Tax Planning Software: Part 2
December 19, 2019 16:44 - 45 minutes - 36.1 MBListen in as Debra Taylor describes the pros and cons of various tax planning softwares her firm has been working with.
Profits and Performance: What’s the Link?
December 12, 2019 20:46 - 23 minutes - 18.9 MBAdvisor TalkingPoints: Prepare for client interactions with this month’s review. First we analyze the link between earnings and stock market performance, then consider 2019, recession talk, employment growth…and take a look ahead.
How We Use Tax Planning Software to Help Clients
November 25, 2019 20:54 - 24 minutes - 20 MBListen as Debra Taylor explains the processes her firm uses as they identify tax planning needs, and the software she is excited to work with.
Dismal Cybersecurity Quiz Results Reveal Opportunities for Advisors, Newborns Target of Identity-Theft, and Should You Give Your Doctor Your Social Security Number?
November 22, 2019 19:18 - 14 minutes - 10.3 MBA new cybersecurity survey from Pew Research Center reveals just how much help the public needs with this topic. Plus, newborns are falling victim to identity thieves before they even get home from the hospital! Learn how to help parents protect their children. And, should you really give your doctor's office your Social Security number? What to say when they ask.
How Rate Cuts Influence Stocks—a Review of the Data
November 14, 2019 20:08 - 20 minutes - 16.9 MBAdvisor TalkingPoints: Prepare for client interactions with this month’s look at market performance following rate cuts, a broad gauge of the economy, earnings, stock buybacks, and more.
The Secret to Inspiring Trust and Passion in Your Team
November 13, 2019 22:07 - 35 minutes - 28.8 MBDisengaged, isolated team members merely go through the motions. Passionate team members who trust their co-workers give their all and go the extra mile for clients. So how do you keep your team inspired? Listen as Ellen Rogin tackles this challenge with leadership expert Robb Holman. You'll learn how to bridge the engagement gap and get your team loving work, the one question that will build team trust, how proactive listening can make all the difference, the method to turn team conflict...
Networking With COIs Through Social Security and Medicare Expertise
November 11, 2019 18:08 - 37 minutes - 30 MBWhat's Working Now: This advisor tells us how he built his business through talking about Social Security, then added Medicare as a way to differentiate himself.
Ending Self-Sabotage—The Enemy Is in the Mirror
November 07, 2019 18:27 - 38 minutes - 30.6 MBIt's our own limited thinking that most keeps us back from achieving what we so desperately want in our lives. Time to free up your mojo and let yourself do what you were born to do—succeed! Matt Anderson is a Mastermind leader, speaker, author and podcast host who, at 51, found his calling in life to help financial advisors take bigger leaps in life. Listen as he talks with Ellen Rogin about how to use 1% habits to make big boosts in outcomes, the value of disappointment, keys to busting th...
How I Used My Experience to Write a Simple Medicare Book
October 28, 2019 16:55 - 23 minutes - 18.8 MBWhat’s Working Now: This advisor used her experience signing up for Medicare to write a book which she uses as marketing.
Junk, Junk, Junk—How to Rid a Home of Unwanted Stuff
October 24, 2019 18:53 - 29 minutes - 24 MBWe have so much stuff! Your clients and their aging parents can be burdened by the process of downsizing. Learn from relocation and organization expert, Sharon McRill as she talks with Ellen Rogin about how to be smart in the process and be a hero to your clients. In this show we talk about hot to figure out what how to figure out what has value and what's junk, why now is the best time to pare down and the risk you take if you wait even 5 years, how to reduce the stress during a move, and w...
You Need to Understand Medicare as a Basic Part of a Retirement Income Plan
October 21, 2019 15:26 - 29 minutes - 23.4 MBWhat’s Working Now: This advisor tells us how she realized that health care costs are a crucial part of the financial planning process.
Investors Chart Their Way Through Uncertain Waters
October 17, 2019 20:14 - 19 minutes - 15.6 MBAdvisor TalkingPoints: Prepare for client interactions with this month’s dive into the labor market, recession indicators, Q3 earnings, the Fed’s upcoming meeting, and the outlook from the IMF.