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
Being There When I Have Nothing to Sell: Why I Teach Social Security and Medicare
October 14, 2019 19:20 - 40 minutes - 32.8 MBWhat’s Working Now: This advisor tells us how he was afraid to teach about Medicare, a complex topic, but took the leap and has had success.
Treat Your Business Like a Business: How to Increase Advisor Profitability
October 09, 2019 20:20 - 35 minutes - 27.9 MBToo many advisors forget that their advisory practice is also a business, and get caught up in management and scalability challenges. Don't let that be you. Instead, focus on a vision and make a plan. Here's how to get started.
The Business of Growing Your Business
October 07, 2019 11:00 - 38 minutes - 30.9 MBIt’s easy to be so busy with clients and your team that you don’t make time to work on the business of your business, but this is a big mistake when it comes to sustainable growth. Ellen Rogin's guest for this episode, business strategist Sherré DeMao, shares her Sustainable Growth Model™ that leads to greater profitability and business value. In this show you’ll learn how corporate culture is tied to stock value, why staying stuck on your growth plateau can be dangerous, three marketing secr...
Too Sensitive? Why It's a Superpower, Not a Fault
October 03, 2019 15:32 - 36 minutes - 29.5 MBHave you ever thought someone was “just too sensitive?” Maybe you thought this about a client, team member, or someone in your family. Maybe you’ve been accused of this yourself. In this show you’ll learn why this may actually be a superpower and how being exquisitely sensitive might be a key to growing your business. In this conversation between Ellen Rogin and author and speaker Maggie Dillon Katz, learn about what it means to be exquisitely sensitive and which famous people use these skill...
Putting Some Youth in My Client Base: Why I Dived Into College Planning
September 30, 2019 18:08 - 30 minutes - 24.3 MBWhat's Working Now: This advisor tells us how he got tired of doing the same retirement planning speech as everyone else and decided to focus on college planning to grow his business.
Getting Clients Comfortable With the Ebb and Flow of Economic Tides
September 19, 2019 20:13 - 14 minutes - 12 MBAdvisor TalkingPoints: Prepare for client interaction with this month’s review of the September Fed meeting, the yield curve, economic reports, earnings and stocks, and more.
What Gives Me an Edge Over Other Financial Planners
September 17, 2019 19:06 - 31 minutes - 25.2 MBWhat’s Working Now: This advisor tells us how teaching about taxes is giving him more appointments than he can handle. Plus, how to tap into an underserved COI niche that exists in every community.
The Amazing Triple Tax Benefits of HSAs
September 13, 2019 19:04 - 15 minutes - 12.5 MBListen in as Sean Bailey and Debra Taylor discuss an underused and often-misunderstood retirement savings vehicle: the Health Savings Account.
'You Are the Niche'—A 7-Figure Advisor Shares the Marketing Methods Working Today
September 12, 2019 20:09 - 36 minutes - 29 MBLearn what’s working now for advisors looking to grow their businesses in this talk with Patrick Tucker, 7-figure wealth manager and financial advisor coach and educator. You’ll learn how to really find the niche you’ll be most successful in serving, the mindset that traps many advisors and limits their success, what’s the most important thing to have on your website, and more. To get your free copy of Patrick’s book, "The Evolved Advisor," visit https://www.truemeasure.info/ellen
Why I Teach 6-Hour College Classes
September 10, 2019 19:53 - 41 minutes - 32.9 MBWhat’s Working Now: This advisor tells us how he built his business by being a financial educator and teaching multi-hour courses.
Give to Live: Why Advisors Should Be More Involved in Philanthropy
August 27, 2019 17:28 - 25 minutes - 20.5 MBWhat's Working Now: This advisor tells us how she went from the world of trusts and investment managing to helping advisors and families understand more about philanthropy.
Looking Ahead: Thinking About Changes to the Capital Gains Tax and Stretch IRAs
August 20, 2019 20:44 - 31 minutes - 25.4 MBListen in as Sean Bailey and Jeffrey Levine examine possible future tax changes and how advisors should respond.
Keep it Simple: Teaching Social Security in a Way That Works for Me
August 19, 2019 16:27 - 33 minutes - 26.6 MBWhat’s Working Now: This advisor tells us how he has had success putting on Social Security presentations in his office, during lunch or brunch, for small groups.
Decisions, Decisions: When to Buy, When to Sell
August 18, 2019 23:33 - 44 minutes - 40.5 MBRetired market analyst Walter Deemer has weathered every bear and bull market of the last half century. Author of Horsesmouth’s “Daily Deemer Report” for nearly two decades, here he discusses his new book, "When the Time Comes to Buy, You Won’t Want To", and what advisors should be thinking about now.
Sharing the Gift of Money
August 13, 2019 19:06 - 17 minutes - 14.1 MBWhat's Working Now: This advisor shares how she saw a need for more understanding among clients, and wrote a book to help educate them.
How I Found the Niche Already in My Book and Leveraged It
August 05, 2019 16:26 - 28 minutes - 22.8 MBWhat's Working Now: This advisor tells us how she looked for clients she wanted to "replicate" and developed it into a niche of medical professionals.
Is That a Typo for the Tax Brain Teaser?
July 24, 2019 19:03 - 20 minutes - 16.7 MBSavvy Tax has gotten lots of questions about the tax brain teaser featured in "How Tax Planning Changes Through Four Stages of Retirement." Jeffrey Levine walks you through the surprising truth about the Social Security tax torpedo, and explains how to use the Presentation User Manual.
Reaching People Through Social Security and Medicare
July 15, 2019 17:37 - 21 minutes - 17.5 MBWhat’s Working Now: This advisor shares how he uses educational workshops to grow his book of business.
Should You Start Your Own Podcast?
July 11, 2019 16:50 - 32 minutes - 25.9 MBEvery wondered if you should start your own podcast? It took Mitch Slater 9 years to get it going at UBS, but now it’s a huge success. Listen in and learn the most important reason to do a podcast and the wrong reason to do one, how to come up with guests and topics for your show, how to market your show, and how often to do a podcast along with the best length.
Stop Getting Triggered–Keep Your Cool, Win Respect and Increase Influence using Verbal Aikido
July 10, 2019 17:22 - 35 minutes - 28.6 MBIn this show, host Ellen Rogin talks with author and consultant Holly Buchanan about how to stay calm and cool in conflict situations and difficult conversations. Learn how to turn conflict situations into relationship building opportunities with clients, what happens to your brain when you get triggered and how to regain control, and why most conflict handling techniques don't work.
Why I Chose to Become a Medicare Coach
July 08, 2019 16:18 - 30 minutes - 24.1 MBWhat’s Working Now: This advisor chose to specialize in Medicare insurance, able to help people through the complex decisions.
How to Use Relationship Capital to Build Your Business
July 02, 2019 15:14 - 35 minutes - 28.1 MBDebra Poneman has trained many of the most influential, transformational leaders in the world. Learn from her what “relationship capital” is and how to use it to build your business, the importance of visualizing your goals and when to say “That’s for me!” to get what you picture more quickly, and what not to do if you want to see your vision turn into reality.
Tax Planning and Long-Term Care Considerations
June 28, 2019 15:11 - 40 minutes - 32.1 MBListen in as Sean Bailey and Jeffrey Levine take stock of the current long-term care insurance market and the most tax-efficient way to pay for end-of-life expenses.
Working with the Emotional Investor: Proactively Teaching Clients Before the Market Crash
June 25, 2019 19:56 - 40 minutes - 32.1 MBWhat’s Working Now: This behavioral finance coach works with advisors, teaching them to help clients through the emotions of investing.
How Stocks React to Fed Rate Cuts
June 20, 2019 18:50 - 16 minutes - 13.2 MBAdvisor TalkingPoints: As you prepare for client interactions, review rate cut and stock market data, the Fed’s June meeting, payrolls, Europe’s dovish turn, and a look ahead at important events.
How to Use Mind-Body Training to Boost Your Productivity and Joy
June 17, 2019 18:23 - 32 minutes - 26 MBLearn how to quickly shift into a state of flow, why you shouldn't cross your legs or arms, how to read people more effectively, and what you should do every 25 minutes to boost your performance in this conversation between Ellen Rogin and Cara Bradley, a leading authority of body-mind training.
Baltimore Hacked, Defending Against Business Email Compromise, Hackers Target Online Shoppers
June 04, 2019 14:41 - 24 minutes - 19.7 MBHackTalk: The city of Baltimore is still reeling from a hack that effected their systems over three weeks ago. Learn what happened and the key cybersecurity lesson that Baltimore officials ignored to their peril. Plus, learn about the popular Business Email Compromise threat and how to prevent it, the steps to protect yourself from hackers looking to get your credit card info when you shop online, and how hospitals and their devices are being targeted by hackers.
Why I Went From Investment Advisor to Full-Time College Consultant
May 28, 2019 18:32 - 36 minutes - 29.1 MBWhat’s Working Now: This advisor shares how he got into college planning while still an investment advisor, but decided to make it his full-time business
Trade Headlines Whipsaw Stocks
May 23, 2019 19:35 - 21 minutes - 16.8 MBAdvisor TalkingPoints: As you prepare for client interactions, review the flare-up in trade tensions, the 10-year bull market, U.S. economic growth, housing, earnings and more.
IRMAA: The Hidden Medicare Tax
May 16, 2019 16:02 - 26 minutes - 21.2 MBListen as Debra Taylor and Sean Bailey discuss the Medicare Income-Related Monthly Adjustment Amount and why you need to integrate it into your planning.
Where Should My Kids Apply to College?
April 24, 2019 19:17 - 18 minutes - 15 MBIf you believe the hype, families these days have their kids applying to 10 or more schools, and acceptance rates are at record lows. What’s going on? Lynn O’Shaughnessy, creator of the Savvy College Planning Program, explains what a sensible college application process can look like for 2019.
Creating Family: How I Build Long-Lasting Relationships With My Clients
April 15, 2019 18:15 - 32 minutes - 26.2 MBWhat’s Working Now: This advisor shares with us the events and tactics he uses to turn clients into family.
8 Keys to an 80% Appointment Rate
April 04, 2019 20:13 - 37 minutes - 30.3 MBWhen you're delivering a presentation, your goal is to educate AND motivate people to take action. The little details really matter. Note: Sean's "11 steps" are a reference to the presentation he gave on making your presentation introductions compelling. You can watch the video of that talk here: https://www.horsesmouth.com/nailing-your-presentation-introduction-by-following-the-dynamic-patterned-opening
Effective Strategies to Take Your Business to the Next Level
April 01, 2019 17:50 - 29 minutes - 23.5 MBLearn what some of the biggest issues and opportunities are for advisors today. Industry coach and expert Kristin Andree talks with Ellen Rogin about the biggest challenges facing advisors in 2019, how to make the most of any networking meeting, what the indicators are that it's time to add staff, and the three best ways to use LinkedIn to grow your business.
A Passion for Helping Retirees Avoid Taxes
March 25, 2019 17:15 - 38 minutes - 31.2 MBWhat’s Working Now: This advisor shares how he has a passion to help retirees understand how taxes will work in retirement.
How You Can Connect More Deeply with Your Clients
March 22, 2019 19:00 - 31 minutes - 25.4 MBIt’s never been more important to be a black belt in communication skills with clients. In this discussion with relationship expert and coach, Monica Parikh, you’ll discover the best way to connect with clients (even when they are upset), how you might be hurting client relationships with no idea why, ways to boost your emotional intelligence, and what vibrational energy is and why it's so important.
Investors Look Past the Wall of Worry
March 21, 2019 16:51 - 15 minutes - 12.6 MBAs you prepare for client interactions, Advisor TalkingPoints looks at the latest Fed meeting, mixed economic reports, financial conditions, Europe, and Q1 earnings.
College Admissions Scandal: Big Takeaways for Your Clients and Prospects
March 19, 2019 20:18 - 20 minutes - 16.6 MBThe College Admissions scandal has exposed the lengths, in this case illegal, that some parents will go to in order to get their kids into well-known schools. And it has raised some urgent questions about high profile colleges and universities and using services such as "college consultants." Lynn O'Shaughnessy, creator of the Savvy College Planning program, reveals the big lessons that clients and prospects should takeaway from this scandal. This can be a valuable teaching moment for you.
Like Netflix, But for Financial Planning
March 18, 2019 15:51 - 39 minutes - 31.4 MBWhat’s Working Now: This advisor shares how she wanted to help people who weren't getting service under the traditional model.
Building My Platform: How Podcasts Work for Me
March 12, 2019 17:52 - 39 minutes - 31.8 MBWhat’s Working Now: This advisor explains his process for creating a successful podcast that provides a platform to share expertise and build his business.
How I Use Craft Beer to Bring in Prospects to My Workshops
March 05, 2019 18:37 - 21 minutes - 17.5 MBWhat’s Working Now: This advisor details how he uses the craft beer trend as a way to draw prospects to workshops and make client events interesting.
Why I Started Charging For Stuff I Used to Do For Free
February 25, 2019 18:57 - 39 minutes - 31.4 MBWhat’s Working Now: This advisor explains his pricing structure for offering Social Security and Medicare help.
The Most Important Skill You Need to Grow Your Business
February 15, 2019 19:21 - 37 minutes - 30.2 MBIt's ironic that in our social media saturated world it can be so challenging to actually connect with others in a meaningful way. Listen to David J.P. Fisher author of, "Hyper-Connected Selling," as he shares the most important sales skill to cultivate today, how to build good networking karma, and the best practices for using digital tools like LinkedIn to grow your business.
Workshops With a Sense of Urgency: The New Tax Law Briefing
February 13, 2019 20:00 - 27 minutes - 22 MBWhat’s Working Now: Presenting the New Tax Law Briefing to clients and prospects has led to new business for this advisor.
How I Build Relationships and Gain Clients With College Planning
February 11, 2019 20:56 - 37 minutes - 34 MBWhat’s Working Now: Collaborating with local college prep counselors to offer college planning services
The Brain Hacks You Need to Revolutionize Your Productivity
February 08, 2019 18:17 - 35 minutes - 28.4 MBHow do you get things done in less time with less drama when you have so many priorities you're trying to juggle? Managing your team, servicing your clients, trying to drum up additional business, etc, etc... Alan P. Brown is a productivity coach. Listen as he shares the "brain hacks" he used to take charge of his life and achieve greater results in this conversation with Ellen Rogin. You can use them to reclaim your time and attention and get more done.
5 Ways to Cut the Cost of College
February 08, 2019 17:23 - 1 hour - 53 MBPaying for college is the second biggest expense in the lives of millions of parents. Most financial advisors, however, know little if anything about how to help their clients shrink their college costs. Learn what you need to help your clients.
How to Wow Your Clients by Exceeding Their Expectations
January 28, 2019 18:28 - 35 minutes - 28.6 MBClients are not as loyal as they used to be. With the internet, it's easy to shop around. So it's more important than ever to deliver a client experience that wow's and differentiates you. Listen to Ellen Rogin talk with Jeannie Walters, CEO and founder of 360Connext, and learn how to personalize each point of your client journey so that your clients feel that they matter and never once second-guess choosing you.
How Facebook Helped Me Create Community and Open Up
January 18, 2019 18:51 - 32 minutes - 26 MBWhat’s Working Now: This advisor shares how she reluctantly started posting videos to Facebook, and found that it was a great platform to create community.
Shrinking the Fed’s Balance Sheet – Why it May Not Matter
January 17, 2019 20:20 - 17 minutes - 14.9 MBAdvisor TalkingPoints: As you prepare for client interactions, Advisor TalkingPoints takes an unconventional look at the Fed’s plans to unwind the balance sheet. It also includes a review of the latest jobs report, Q4 earnings, and the government shutdown.