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
Key Ingredients and Risks for Today’s Bull Market
November 16, 2017 19:55 - 19 minutes - 13.2 MBAdvisor Talking Points: As you prepare for client interactions, Advisor TalkingPoints discusses the global economic expansion, rising corporate profits, the impact of low inflation on earnings multiples, the flattening yield curve, and market risks.
Why 70-90% of Acquisitions Fail: Ellen Rogin Talks with Jennifer Fondrevay
November 14, 2017 16:30 - 34 minutes - 23.8 MBIf you're looking to sell your business or are trying to acquire one yourself, you need to understand the very costly mistakes that are all too common in the process--most of them boil down to human issues. In this episode of AdvisorRadio, Jennifer Fondrevay, a consultant and speaker specializing in the human element of business acquisition, speaks with Ellen Rogin about the disconnect between how the acquisition looks on paper and what ends up playing out in the business itself, often with...
How I Keep Drawing in New Clients Through Workshops
November 13, 2017 17:34 - 35 minutes - 24.7 MBWhat’s Working Now: This advisor shares how he uses workshops and an effective evaluation form to continually reach new clients.
How I Built my Business by Empowering Women
October 25, 2017 14:01 - 43 minutes - 29.8 MBWhat’s Working Now: This advisor shares how she took her personal history and passion and turned it into a niche market that she is happy to serve.
To Motivate Your Team, Motivate Yourself First
October 24, 2017 20:45 - 34 minutes - 23.7 MBWe all want an office culture that is upbeat, positive, and passionate. That's when you can truly serve clients best. So, if your team is merely putting the time in, naturally you want to fix that. Robb Holman is a leadership expert and author of "Lead the Way." In this AdvisorRadio episode, he shares with Ellen Rogin how you can transform your work culture by first transforming how you think.
Tech Trends and Tools Advisors Need to Know
October 20, 2017 18:42 - 36 minutes - 24.8 MBTechnology has a lot more to offer advisors than competition in the form of robo-advisors. Tech tools can take care of mundane tasks, freeing your time to better take care of clients and build your business. In this episode of AdvisorRadio, technology futurist, speaker, and consultant Sierra Modro talks with Ellen Rogin about the major technology trends she thinks advisors need to be aware of, and also the tech tools advisors need to know about.
Worries Abound as Stock Reach New Highs
October 19, 2017 19:20 - 20 minutes - 14.3 MBAs you prepare for client interactions, Advisor TalkingPoints discusses the new highs, earnings, key economic reports, interest rates, a possible new Fed chief, and more.
The New Technology Revolutionizing My Office
October 12, 2017 14:20 - 23 minutes - 16.3 MBWhat’s Working Now: This advisor shares how she uses a smart board in client meetings to increase connections and efficiency.
The Power of Philanthropy to Strengthen Your Client Relationships
October 02, 2017 18:57 - 36 minutes - 25.4 MBGenerosity is a powerful path toward building your business and prosperity, and it's a topic that naturally segues into legacy building with clients and their heirs. But for some reason, many advisors have hang-ups about bringing up philanthropy with clients. In this episode of AdvisorRadio, Ellen Rogin talks with Mark Ewert, author of "The Generosity Path," about the importance of giving and philanthropy and how it can strengthen the advisor/client relationship.
Podcasting: How I Built My Divorce-Planning Niche
September 29, 2017 16:02 - 43 minutes - 29.6 MBWhat’s Working Now: Looking to build a national clientele, this advisor began producing podcasts which put him in the ears and minds of thousands of new people. Hear how he did it.
How I'm Growing My Book of Business Through Networking
September 11, 2017 17:17 - 32 minutes - 22.3 MBWhat's Working Now: This advisor started a new business with no clients and used networking to quickly grow his business in just one year.
Why You Still Need to Pick Up the Phone and Talk With Your Clients
August 28, 2017 16:18 - 33 minutes - 23 MBEmails, texts, and other tech-based methods make it incredibly easy to get in touch with clients. So easy, that more and more of us are using these channels exclusively. But when you never talk to a client over the phone or see them face-to-face, the personal connect is missed and the relationship suffers. Though you are always connected, you grow distant. Ellen Rogin talks with Holland Haiis in this edition of AdvisorRadio. Holland is a digital detox & connectivity expert who specializes in...
The Five Step Process to Gaining New Clients
August 24, 2017 17:26 - 58 minutes - 40.5 MBWhat's Working Now: This advisor took his background in education to pursue a career in financial planning and uses a five step process and complimentary reviews to gain new clients.
Investors Sidestep Geopolitical Worries
August 17, 2017 16:43 - 15 minutes - 10.8 MBAdvisor TalkingPoints: As you prepare for client interactions, Advisor TalkingPoints discusses the primary drivers behind the market, stock buybacks, signs of a firm economy, and a look ahead.
Building My Firm's Reputation Delivering Workshops to Strategic Allies
August 11, 2017 19:26 - 42 minutes - 29.1 MBWhat's Working Now: This advisor is giving workshops for large audiences of local centers-of-influence, including estate-planning attorneys and CPAs. The result is a steady pipeline of referrals and a strong reputation in the community.
How One Memorable Gesture Enhanced Our Client Relationships
July 26, 2017 20:50 - 19 minutes - 13.1 MBWhat’s Working Now: This advisor sends his clients birthday cards, then follows up with a phone call to emphasize his goodwill towards them.
Waiting, Waiting, Waiting for the Next Correction
July 20, 2017 19:37 - 21 minutes - 14.7 MBAdvisor Talking Points: As you prepare for client interactions, Advisor Talking Points discusses the lack of market volatility, Yellen’s recent testimony, soft inflation, the close tie between Treasury yields and Europe, and a look ahead.
Addressing Clients' Fears About Money: Ellen Rogin Interviews Dr. Maria Nemeth
July 20, 2017 17:47 - 34 minutes - 23.7 MBMoney is linked to survival in our consciousness, and that stirs up all kinds of primal emotions--the dominant one being fear. Your clients are no different, and helping them work through their hang-ups about money will not only improve their well-being, but raise their estimation of your in their eyes as a trusted advisor. Dr. Maria Nemeth, author of "The Energy of Money" and "Mastering Life Energies," shares with Ellen Rogin more information about these common money fears and how you can ...
Podcasting for Advisors 101: Ellen Rogin Interviews Ben Krueger
July 18, 2017 18:12 - 39 minutes - 26.9 MBPodcasts keep growing in popularity and many advisors intuitively sense the power of the platform, but few understand how to start their own and what things they need to think about in order to make it successful. Ben Krueger is a podcast strategist and founder of Cashflow Podcasting. In this conversation with Ellen Rogin, Ben provides an overview of what podcasting is and why it can be such a powerful tool for advisors to connect with prospects. If you've ever thought about starting your o...
How I Serve My Niche (and Grow My Business) With Lunch and Learns
July 14, 2017 15:54 - 30 minutes - 20.9 MBWhat's Working Now: This advisor found his calling—improving financial literacy in his community. Learn how he's doing it and how it completely changed his business.
One Simple Action to Boost Your Team's Productivity
June 29, 2017 14:47 - 30 minutes - 10.3 MBWhat's Working Now: With a desire to be more efficient, this advisor and her team implemented a new email management process that leaves them feeling refreshed and productive. Learn how they do it here.
Dealing with Political Inquiries from Clients
June 15, 2017 19:13 - 17 minutes - 7.2 MBAdvisor TalkingPoints: As you prepare for client interactions, Advisor TalkingPoints discusses ways to wade through the political swamp with clients. It also offers a summary of the latest Fed meeting, the Phillips Curve, retail sales and consumer confidence, and last week’s tech selloff.
How I Have Lunches with COIs Every Week—I Bit the Bullet
June 06, 2017 14:15 - 21 minutes - 14.8 MBWhat's Working Now: This advisor bit the bullet and hired a second full-time admin to schedule his meetings with COIs and improve his client outreach.
How a Virtual Meeting Tool Ramped up My Client Education Efforts
May 25, 2017 19:29 - 28 minutes - 19.8 MBWhat's Working Now: This advisor discovered an online meeting service that helped her organize otherwise impossible meetings and improve her client education tactics.
A Teflon Stock Market – And a Political Storm
May 18, 2017 18:42 - 11 minutes - 8.23 MBAdvisor TalkingPoints: As you prepare for client interactions, Advisor TalkingPoints discusses the political environment as it relates to investors, reviews Q1 earnings, problems among retailers and offers a look ahead.
A Multifaceted Workshop Education Approach
May 15, 2017 16:17 - 38 minutes - 26.6 MBWhat's Working Now: This financial advisor educates his public on behavioral finance and risk management. He teaches dinner workshops and university adult learning courses, and also appears as a guest speaker for local corporations. His advice: If you want to build your business this way, make sure you're teaching the "right" crowd. Here's how you do it.
What Kind of Leader Are You? Ellen Rogin Interviews Lolly Daskal
May 02, 2017 13:42 - 36 minutes - 25.4 MBWhen it comes to leadership, are you The Rebel, defying the status-quo in order to get things done, or are you closer to The Knight, drawing motivation from your loyalty to your clients? In this AdvisorRadio interview, Ellen Rogin talks with Lolly Daskal, author of "The Leadership Gap," about these, and other, leadership archetypes, and the common traps advisors fall into that keep them from being more effective leaders.
New Client Welcome Package With a Built-in 'Wow' Factor
May 01, 2017 17:19 - 19 minutes - 13.6 MBWhat's Working Now: This advisor likes to surprise his new clients with a welcome care package that averts buyer's remorse and cements those client relationships.
How Investors Should Respond to Uncertain Global Headlines
April 20, 2017 19:20 - 20 minutes - 14.1 MBAdvisor TalkingPoints: As you prepare for client interactions, Advisor TalkingPoints evaluates geopolitical uncertainty, the start of Q1 earnings, two important economic reports, the upcoming GDP report, and a new wrinkle for the Fed.
Getting Things Done Day-in and Day-out: Ellen Rogin Interviews Craig Ballantyne
April 20, 2017 16:12 - 45 minutes - 31.3 MBWe've all had those days where we wake up super-charged, motivated to get things done and make the day a success. Wouldn't it be great if every day went like that? It can, but you need a system in place to keep you motivated and moving forward. In this episode of AdvisorRadio, Craig Ballantyne, author of "The Perfect Day Formula," shares with Ellen Rogin how you can get in touch with what truly matters in your life, and use that as a motivating force to proactively take on each day's chall...
How a Simple Survey Helped Me Start My Referral Engine
April 13, 2017 16:37 - 30 minutes - 20.9 MBWhat's Working Now: This advisor isn't letting his firm's rural location limit his business. Find out how he's combining Social Security workshops and tech-savvy follow-up to maximize his firm's reach.
My Succession Plan for Transitioning Seamlessly Into Retirement
April 06, 2017 16:46 - 17 minutes - 12 MBWhat's Working Now: With his own retirement approaching, this advisor built a succession plan that found two strong replacements for himself, integrated them into the firm using a set pay scale model, and arranged for a buy-sell agreement.
My LinkedIn Marketing Strategy for Hosting Well-Attended Workshops
March 23, 2017 16:02 - 28 minutes - 19.8 MBWhat's Working Now: This advisor leverages LinkedIn to build a client base and relationships with key local CPA firms, resulting in large turnouts for his workshops and referrals.
Make Your Clients Love You: Ellen Rogin Talks with Marilyn Suttle
March 21, 2017 17:36 - 31 minutes - 21.9 MBWe all think that we have "great" client service, but the reality is that it's not something that advisors get trained on and few of us take the time out of our busy schedules to deliberately work on this aspect of our business. This is a shame, because the time and effort you put into client service will repay you tenfold with client loyalty and word-of-mouth. In this episode of AdvisorRadio, Marilyn Suttle, author of "Taming Gladys!: The Busy Leader's Guide to Creating Fierce Customer Loy...
The Fed’s Tone – a Rate Hike Tinged with Caution
March 16, 2017 18:57 - 17 minutes - 11.8 MBAdvisor Talking Points: As you prepare for client interactions, Advisor Talking Points reviews the latest Fed meeting, the economic landscape, the latest drop in oil prices, and a look ahead.
How My Baseball Background Made Me a Stronger Advisor
March 13, 2017 14:03 - 50 minutes - 34.7 MBWhat's Working Now: This advisor took the hard-won networking wisdom he learned in his days on the marketing staff of a minor league baseball team and applied it to his firm's marketing practices.
Manifest What You Want in Your Life: Ellen Rogin Interviews Tonja Waring
March 09, 2017 21:16 - 28 minutes - 19.4 MBYou've got to get crystal clear on what you want in your life and business in order to achieve great things according to Tonja Waring, author of "The Power of Manifesting." In her discussion with Ellen Rogin on this episode of AdvisorRadio, Tonja shares her steps for manifesting what you want in your life--the key is learning how to listen to the intuitive voice that most of us tend to ignore, even though it is a powerful ally.
How Going Independent Let Me Get Creative with My Branding
February 27, 2017 14:59 - 49 minutes - 34.2 MBWhat’s Working Now: This advisor left her wirehouse, using creative multimedia marketing strategies to smooth her transition to independence.
Economic Landscape Brightens
February 16, 2017 20:04 - 18 minutes - 12.6 MBAdvisor TalkingPoints: As you prepare for client interactions, Advisor Talking Points reviews a strong retail sales report, a pick-up in the oil patch, the latest on inflation, and Yellen’s testimony and rate-hike probabilities.
My Master Plan for Marketing to CPAs
February 16, 2017 17:18 - 49 minutes - 34 MBWhat's Working Now: Want to sign more CPAs as clients? This advisor's command of LinkedIn has allowed him to connect with more CPAs and deliver continuing professional education workshops to them.
How I Throw Retirement Milestone Celebrations for Clients
February 07, 2017 15:00 - 22 minutes - 10.4 MBWhat's Working Now: This advisor hosts parties for clients on the verge of retirement as a way to show his appreciation and honor this important milestone event. The strategy also helps promote his firm's brand and gain new clients.
The Trump Bump – New Highs for Stocks
January 26, 2017 19:56 - 18 minutes - 17.2 MBAdvisor Talking Points: As you prepare for client interactions, Advisor TalkingPoints looks at animal spirits, on economic indicator the captures the economy, the one missing ingredient for a bear market, and the Q4 profit picture.
New Marketing Methods That Produce Results—Ellen Rogin Interviews Seth Greene
January 19, 2017 19:36 - 29 minutes - 27.2 MBThe digital tools we have today have opened up many new methods of marketing. Many you may not be familiar with or haven't gotten around to trying. In this episode of AdvisorRadio, direct marketing expert Seth Greene shares his knowledge about which marketing methods he sees that are working for advisors, including using a podcast as the starting point for writing a book. Seth also shares some of the biggest mistakes you need to avoid, including targeting your marketing to a broad category ...
How to Understand How Prospects Perceive You—Ellen Rogin Talks with Holly Buchanan
January 13, 2017 20:46 - 33 minutes - 15.4 MBMost advisors spend the majority of their time and energy focusing on what their message is, but seldom do they understand, or take the effort to understand, how that message is actually perceived by those they talk to, and that's a big mistake, because often we over-estimate just how impactful what we say and how we present ourselves are. In this episode of AdvisorRadio, Holly Buchanan, a speaker, author, and consultant, discusses with Ellen Rogin the ways we can not just convey credibilit...
Why are you an Advisor? Ellen Rogin Speaks with Joseph Ranseth
January 13, 2017 19:48 - 34 minutes - 23.7 MBWhen Stephen Covey told Joseph Ranseth that, in order to be successful, he needed to combine the spiritual with the secular, if changed his life. He came to realize that Covey wasn't talking about spirituality in terms of religion, but in becoming attune with why you are ultimately doing what you are doing. In this episode of Advisor/Radio, Joseph, an author and motivational speaker, elaborates on the wisdom of becoming clear on the why behind what you do and how to implement that wisdom in...
How to Overcome Sales Call Reluctance in 2017: Ellen Rogin Speaks with Connie Kadansky
January 09, 2017 21:34 - 37 minutes - 17.3 MBIt doesn't matter how long you've been in the business or what kind of success you've had, sales call reluctance can rear its ugly head and make new client acquisition an exercise in frustration and shame. But picking up the phone or asking for business doesn't have to be stressful. As Connie Kadansky shares in her conversation with Ellen, when you understand the psychology that feeds sales call reluctance, you can begin to defang it.
Dow 20k and the Flight of Icarus. Are valuations really stretched?
December 15, 2016 20:29 - 15 minutes - 7.21 MBAdvisor Talking Points: As you prepare for client interactions, Advisor Talking Points reviews market valuations, the rate hike by the Fed, and takes a look ahead.
How to Really Grow Your Business: Ellen Rogin Talks with Candy Barone
December 05, 2016 19:57 - 34 minutes - 15.7 MBCandy Barone calls herself the "pull no punches accountability powerhouse." In this AdvisorRadio conversation with Ellen Rogin, she gives straight talk on the things advisors need to do in order to really grow their business, from how to differentiate yourself, managing expectations, how to handle what's on your plate, and how to engage and connect with clients and prospects.
How I'm Building Relationships with CPAs through Teaching Them About IRAs
November 28, 2016 19:01 - 26 minutes - 12 MBWhat's Working Now: This advisor is connecting with CPAs by teaching them about IRAs and awarding CPE credit! Learn how he's doing it here.
Engaging My Clients With Painting and Shredding Events
November 14, 2016 15:39 - 17 minutes - 7.96 MBWhat's Working Now: This advisor bonds with her clients and prospects through smaller client events that don't break the bank, such as painting and shredding parties, and an ongoing financial book club.