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
Finding the Courage to Follow My Passion
January 14, 2019 15:15 - 28 minutes - 23.1 MBWhat’s Working Now: This advisor shares how she started in the family insurance business, but came to find her passion in financial planning
How to Gain the Confidence of a Top Producer
January 11, 2019 19:29 - 35 minutes - 28.2 MBConfidence is the primary quality of high-performance and effective client-acquisition, yet many advisors either lack it, or put up a front that fools no one, least of all themselves. Listen to Ellen Rogin interview business consultant Vince Caine and learn how to put simple, yet effective processes into place in your business that will guarantee you serve your clients well, and give you the surge of confidence that comes along with doing that.
Starting Fresh: How We Left Our Broker-Dealer and Started a New Company
January 07, 2019 17:31 - 33 minutes - 26.8 MBWhat’s Working Now: This advisor broke from his broker-dealer to start a new firm with his spouse. Hear how they did it, and the steps they took to ensure their new firm would serve their clients best.
Why Your Team's Culture is the Key to Unlocking High Performance
December 07, 2018 20:36 - 33 minutes - 27.2 MBDo your team members take ownership over your firm's mission, thinking forward about how to make things better, or are they simply going through the motions and doing the bare minimum? Your team's culture is the deciding factor in how motivated your team is. Improving it is a game changer. In this interview with Ellen Rogin, corporate culture specialist Greg Hawks reveals how you can create an office culture of motivation and excellence.
Lasting Legacy Awards: Celebrating the Good in the World
December 06, 2018 19:41 - 51 minutes - 41.4 MBWhat’s Working Now: This advisor shares his passion for nonprofits amd how they help to bring in new business.
How I Edge Out the Competition and Quickly Gain Prospect Trust
November 26, 2018 16:41 - 23 minutes - 19 MBRealizing that most of his prospects were looking at 2-3 other firms, minimum, in addition to his own, this advisor started educating them on a crucial topic that most advisors are dropping the ball on. It helps him to rise to the top of the competitive heap and instantly convinces prospects of his desire to make them successful.
Why My Clients and Prospects Are Engaged and Excited During Meetings
November 16, 2018 20:03 - 19 minutes - 16 MBWhat’s Working Now: This advisor shares how moving to paperless meetings and using a TV screen has wowed prospects and clients.
Falling Oil Prices Cloud the Outlook for Investors
November 15, 2018 20:09 - 18 minutes - 15 MBAdvisor TalkingPoints: As you prepare for client interactions, Advisor Talking Points addresses the decline in oil prices, financial stress, and the earnings outlook.
The Financial Chef
November 12, 2018 16:16 - 26 minutes - 16.5 MBMerging his passions created an unforgettable brand for this advisor and allows him to get to know clients and prospects in a truly personable, comfortable way.
Why I Transformed My Business Into an Ensemble Practice
November 05, 2018 19:14 - 24 minutes - 19.5 MBWhat’s Working Now: This advisor shares why he decided to bring on two younger advisors – and make sure they know all the clients
The Special Touch That My Clients Watch Again and Again
October 29, 2018 13:59 - 16 minutes - 15.2 MBWhat's Working Now: This advisor tells about her positive experience with video emails for clients.
How a Passion for Financial Planning Pushed Me Into Videos and Podcasts
October 22, 2018 15:14 - 54 minutes - 43.4 MBOnce you start, you just can't stop, says this advisor who has found he love sharing information and expressing his opinions through multiple media channels.
How I Make Traditional Dinner Seminars Work For Me
October 08, 2018 15:42 - 24 minutes - 19.3 MBWhat’s Working Now: This advisor explains why he continues to use direct mail and dinner seminars to find new clients.
Why I Make a Major Push for Social Media and Video
September 27, 2018 17:09 - 23 minutes - 31.7 MBWhat’s Working Now: This advisor shares how he was an early adopter of social media, and how he continues to explore multimedia marketing.
Is a Bear Market Lurking? Odds of a Recession Hold the Answer
September 20, 2018 18:55 - 18 minutes - 14.7 MBAdvisor TalkingPoints: As you prepare for client interactions, Advisor TalkingPoints addresses the relevance of an important leading indicator, the cause of bear markets, manufacturing’s contribution to the current run-up in stocks, and the upcoming Fed meeting.
Talk to Two New People a Day and Tell Your Story
September 11, 2018 14:00 - 39 minutes - 31.4 MBWhat’s Working Now: This advisor shares why he believes knowing yourself and your story is essential to connecting to clients and prospects.
Getting Out of My Comfort Zone: How I Do It
August 30, 2018 14:14 - 24 minutes - 19.7 MBWhat’s Working Now: This advisor shares how he grew his business after plateauing by pursuing an aggressive telephone strategy.
King Bull – There’s a New Champ in Town
August 23, 2018 19:01 - 20 minutes - 16.7 MBAdvisor TalkingPoints: As you prepare for client interactions, Advisor TalkingPoints discusses the long-running bull market – its causes and risks to the outlook, Q2 earnings season, key economic reports, Turkey, the Fed and more.
How I Make Sure Staff Meetings Are Structured and Concise
August 20, 2018 15:03 - 18 minutes - 14.5 MBWhat’s Working Now: This advisor shares how he made a change in his practice so that staff meetings stopped be a time drag.
Creating a Video to Share My Story With Clients and Video
August 14, 2018 14:32 - 37 minutes - 29.9 MBWhat’s Working Now: This advisor tells how he created a video sharing his story, and why he thinks every advisor should do the same.
How I Hold Monthly Cigar and Whiskey Events
August 01, 2018 17:54 - 29 minutes - 23.4 MBWhat’s Working Now: This advisor shares how he began a cigar and whiskey pairing event four years ago, and why he continues.
Overspending on Tuition Is Ruining Retirement—How I Intervene Early to Protect Clients
July 31, 2018 14:22 - 44 minutes - 36 MBWhat’s Working Now: When this advisor realized many prospects were ruining their retirement hopes and dreams by taking on huge college tuition bills, he began to engage with people earlier around college planning, saving them considerable money and helping them view it as a retirement planning issue.
How I Learned to Focus on What's Really Important and Cut Out the Rest
June 27, 2018 17:23 - 22 minutes - 20.5 MBWhat’s Working Now: After cutting out all of the personal hobbies that she enjoyed from her schedule, this advisor was still struggling to get done all that she had set out for herself to do each week. Through working with a coach, she learned how to prune her to-do list and let go of the perfectionist tendencies that were getting in the way.
Trade Tensions, Higher Interest Rates, and New Highs
June 21, 2018 18:58 - 22 minutes - 10.5 MBAdvisor TalkingPoints: As you prepare for client interactions, Advisor TalkingPoints discusses inflation, animal spirits, the Fed’s rate hike, faster consumer spending, and the slowdown in Europe. It also includes preview of Q2 earnings.
Becoming the Go-To Advisor in Your Town--It's All About Your Influence
June 13, 2018 14:05 - 31 minutes - 14.3 MBHow do you go from being a little-known advisor in your community to being the person everyone knows when they think of financial services? Influence is the key--listen as Ellen Rogin interviews Teresa de Grosbois, best-selling author of "Mass Influence: The Habits of the Highly Influential," about how to overcome your self-doubt and negative thoughts and step up to becoming the go-to advisor in your community.
How Focusing on Women Boosted My Business
May 25, 2018 13:55 - 1 hour - 59.5 MBWhat's Working Now: This advisor changed her mind about holding workshops and made her focus delivering them for women. The result? She wishes she had started doing them years ago.
Stocks–Arguing in Favor of Fair Valuations
May 17, 2018 18:37 - 19 minutes - 8.9 MBAdvisor TalkingPoints: As you prepare for client interactions, Advisor Talking Points discusses valuations, rising oil prices, a growing labor shortage, Q1 profits and market reaction, and the impact on the midterm election on stocks
Overcome Your Fear of Speaking and Exponentially Grow Your Business
May 17, 2018 16:50 - 35 minutes - 16.4 MBAdvisors are traditionally plagued by two problems: They are seen as a commodity, and they can never get enough people into the door. Speaking is a powerful method for overcoming both, because it establishes your credibility, increases your visibility, and better utilizes your time since you are reaching more people with your message than with one-on-one conversations. Deirdre Van Nest is a speaking expert who specializes in working with financial advisors. In this conversation with Ellen Rog...
How Researching the Answer to a Question Led Me to a Lucrative Niche
May 14, 2018 15:40 - 54 minutes - 24.9 MBWhat’s Working Now: This advisor shares how she has developed a business-within-a-business offering college funding plans for families.
How to Focus on What's Vital to Growing Your Business and Offload the Rest
April 25, 2018 14:55 - 35 minutes - 16.1 MBFinding focus is the challenge of our times. Our days are like a Thanksgiving meal with too much on the plate, and having the ability to sift through the workload with frames and formulas for concentrating on what's important for us and our business has never been more critical. Learn how to separate the essential from the rest in this conversation with Mark LeBlanc, former president of the national speakers association, and Ellen Rogin.
Another Review of Volatility, Upbeat Earnings, and More
April 19, 2018 18:47 - 17 minutes - 8.1 MBAdvisor TalkingPoints: As you prepare for client interactions, Advisor TalkingPoints discusses volatility, earnings, a broad view of inflation, GDP and the latest Fed meeting.
How to Overcome Burnout by Taking "Retirement Days"
April 17, 2018 14:38 - 35 minutes - 16.3 MBIn order to be at your best for your clients and loved ones, you need to be able to give from a full cup. Burnout and stress rob you of your vital energy and enthusiasm. Yasmin Nguyen, entrepreneur and host of the Gratitude Hacks podcast, details how to use Retirement Days to intentionally unplug and recharge to become more relaxed and successful.
Using Radio to Build a Reputation as a Financial Educator
April 12, 2018 19:27 - 22 minutes - 10.5 MBWhat’s Working Now: This advisor shares how she gains exposure and clients through a mix of paid radio spots and interviews.
How Your Spouse Can Be Your Secret Weapon
April 04, 2018 15:47 - 36 minutes - 16.5 MBWork/life balance is a lie. "Work" and "Home life" are not separate spheres of our lives, but blend together and affect one another. When your relationship with your spouse or significant other suffers, your business will too. Kelly Clements is a coach who specializes in helping entrepreneurs improve their relationships so that they are able to achieve holistic success. She talks with Ellen Rogin about how you can overcome the challenges of an entrepreneur lifestyle with your partner so that ...
My Best Practices For Seminar Success: A 33 Year Vet Tells All
April 02, 2018 15:22 - 47 minutes - 21.9 MBWhat’s Working Now: This 33-year vet shares his best practices for promoting and presenting any seminar, then converting attendees into clients. Plus find out about the timely topic that boosted flagging attendance.
Give Your Presentations the Impact of a Ted Talk
March 20, 2018 14:18 - 35 minutes - 16.4 MBYou can wow your audiences and connect with prospects when you speak just as effectively as any Ted Talk speaker or Steve Jobs style presenter. The first key is to make your presentation more about you and your audience and less about your slides, charts, and data. Kate LeVan, author of "Speaking with Strategic Impact," speaks about this, and more presentation insights, in this conversation with Ellen Rogin.
How Finding My Niche Blew Up My Business: Why I Chose To Focus on Women
March 16, 2018 17:07 - 43 minutes - 19.8 MBWhat’s Working Now: This advisor shares how she left her old firm and created a media presence aimed at women.
Market Volatility–the Quiet Period Has Ended
March 15, 2018 19:01 - 21 minutes - 15 MBAdvisor TalkingPoints: As you prepare for client interactions, Advisor TalkingPoints discusses volatility and normality, trade, employment, inflation, earnings and the upcoming Fed meeting.
Why Would Someone Want to Work with You? Ellen Rogin Talks with Tamsen Webster
March 06, 2018 20:11 - 41 minutes - 28.6 MBEffective marketing has nothing to do with the services you provide, which prospects can get from anyone. The key is getting clear on why you became an advisor and what about the work attracted you to it. When you make those things the core of your marketing, you are going to attract people who want to work with you. Your messaging will connect with people on a whole new, deeper level.
How One Realization Changed My Whole Approach to Prospect Meetings
March 05, 2018 18:16 - 45 minutes - 31 MBWhat’s Working Now: Advisor Dwayne Kappell shares how he worked with a coach and reworked his approach.
Stock Market Corrections—Par for the Course
February 15, 2018 19:57 - 25 minutes - 17.4 MBAdvisor Talking Points: As you prepare for client interactions, Advisor Talking Points discusses the regular nature of market pullbacks, inflation expectations and oil, markets during times of rising yields – a historical perspective, strength in earnings, and a key gauge of economic stress.
Going Local: Retirement Planning in a Rural Area
February 15, 2018 15:58 - 21 minutes - 14.7 MBWhat’s Working Now: This advisor shares how she successfully reaches out to a local niche in her small town.
Meeting a Need that Keeps Prospects Up at Night
February 05, 2018 17:54 - 1 hour - 48.1 MBWhat’s Working Now: This advisor shares how he gains new clients by giving college planning workshops and building trust.
How to Make Your Presentations Resonate With Your Audiences
January 31, 2018 16:19 - 36 minutes - 25.3 MBPresenting, when done well, is an incredibly powerful way to connect with prospects, yet advisors either don't present enough, or they assume they're great at it just because they're extroverted. Listen as Ellen Rogin talks with Julie Henry, author of the forthcoming book, "Present on Purpose," about how you can prepare and deliver a presentation that makes a deep and lasting impression on the audience, even if the topic is technical.
How Social Security Planning Gets Me 8 New Clients a Month
January 22, 2018 17:54 - 44 minutes - 30.9 MBWhat’s Working Now: This advisor shares how she builds a practice by focusing on financial education.
What’s Behind the Bullish Start to 2018
January 18, 2018 19:52 - 19 minutes - 13.5 MBAdvisor TalkingPoints: As you prepare for client interactions, Advisor TalkingPoints discusses corporate tax cuts and the impact on profit estimates, a key goal of tax reform, the outlook for inflation and interest rates.
How I Started Getting Published in Major Online Media Outlets
January 16, 2018 17:03 - 35 minutes - 24.7 MBWhat’s Working Now: This advisor shares how he turned a passion for writing into opportunities that bring new business.
Why I've Become a Financial Educator—Again
December 12, 2017 15:24 - 54 minutes - 37.6 MBWhat's Working Now: This advisor shares how he renewed his business and continues to do workshops year after year.
How I Became the Go-to Medicare Expert in my Area
November 21, 2017 18:54 - 43 minutes - 29.8 MBWhat’s Working Now: This advisor shares how he seized the opportunity of advising seniors on Medicare and turned into his full-time practice.
How a Simple Visual Increased Client Engagement—And Closed a Few Prospects, Too!
November 20, 2017 18:54 - 8 minutes - 6.09 MBClients and prospects often don’t have a comprehensive understanding of the value advisors provide, so they may resist financial planning. To get their full buy-in, this advisor uses a great one-page graphic—and an informative monthly column.