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
Why I’m Putting on Cybersecurity Presentations
October 31, 2016 21:47 - 30 minutes - 12.1 MBWhat’s Working Now: This advisor listened to her clients’ cybersecurity concerns and found a way to help them while also getting in front of prospects.
A Solid Start to Q3 Earnings Keeps Storms at Bay
October 20, 2016 19:17 - 21 minutes - 9.76 MBAdvisor Talking Points: As you prepare for client interactions, Advisor Talking Points reviews the start to Q3 earnings season, highlights inflationary pressures in the economy, reviews a key economic sector, discusses recent signs that oil price are stabilizing, and much more.
Studying Medicare to Prepare for a New Wave of Retirees
October 17, 2016 17:43 - 39 minutes - 17.9 MBWhat's Working Now: This retirement planner presents Medicare workshops at local financial institutions to build his brand as the local resource for retirement healthcare.
How to Finally Declutter Your Desk--And Keep it Clean! Ellen Rogin Speaks with Sharon McRill
October 11, 2016 18:21 - 28 minutes - 13.3 MBIf clutter covers your working environment, it not only looks bad to clients and prospects, but it can actually hurt your productivity, because all of that mess leads the brain to feel overwhelmed and stressed. We all know we need to become more organized, but it can be a struggle to know how to begin the process. Sharon McRill, founder and president of The Betty Brigade, makes a living helping busy professionals clean-up and organize their offices and homes. In this episode of AdvisorRadio,...
Don't Wait Any Longer to Use Digital Marketing: Ellen Rogin Speaks with Tracy Repchuk
September 28, 2016 18:36 - 38 minutes - 17.5 MBCompliance is no longer an impenetrable wall between you and digital marketing--times and attitudes have changed. Social media, webinars, landing pages, Facebook ads, video tips...these are extremely powerful marketing tools that can revolutionize your business. In this AdvisorRadio episode, Tracy Repchuk, internet marketing and social media strategist, talks with Ellen Rogin about how to get up and running with these digital marketing tools, what you need to focus your efforts on, and how ...
Divided Fed Eyes Increase in Rates by Year-End
September 23, 2016 15:20 - 16 minutes - 7.7 MBAdvisor TalkingPoints: Prepare for client interactions with our monthly review, which covers the Fed’s latest meeting, takes an in-depth look at price stability, touches on a key leading indicator, summarizes the latest Bank of Japan decision, and looks at Q3 earning season.
Using Facebook Ads to Drive Workshop Attendance
September 13, 2016 21:33 - 1 hour - 35.5 MBWhat's Working Now: This advisor found a way to use Facebook advertising to boost attendance at his workshops and build a database of qualified leads.
Bonding with CPAs—My Approach
September 02, 2016 16:22 - 32 minutes - 14.7 MBWhat's Working Now: This advisor devised a simple system to meet with CPAs for a short presentation about his firm, followed by a lunch that allows him to gain a deeper understanding of their pain points, business practices, and potential as referral sources.
Now's the Time to Work on Your Succession Plan: Ellen Rogin Talks with Fran Skinner
August 30, 2016 18:29 - 28 minutes - 13 MBWith only 62% of independents having a succession plan, advisors are across-the-board waking up to the fact that they are running out of time and need to prioritize having a solid plan in place for when they retire. The excuse of "not having enough time" is no longer cutting it. In this episode of AdvisorRadio, Ellen Rogin speaks with Frank Skinner, CFA, CPA, of AUM Partners about the obstacles that prevent many advisors from working on their succession plans, and how they can be overcome. ...
Why "I'm a Financial Advisor" is Cringe-Worthy: Ellen Rogin Interviews Carrie Greene
August 24, 2016 14:10 - 33 minutes - 15.6 MBFair or not, the term Financial Advisor can summon some pretty unsavory associations for some people. Avoid these negative stereotypes by working on your messaging. In this conversation with Ellen Rogin, Carrie Greene, a speaker, author, and business coach who focuses on this area, shares some insights from her Value Formula to convey to prospects what you do in a way that clicks for them and encourages interest.
Extending My Firm's Reach with Social Security Workshops
August 23, 2016 14:59 - 23 minutes - 10.7 MBThis advisor isn't letting his firm's rural location limit his business. Discover how he's combining Social Security workshops and tech-savvy follow-up to maximize his firm's reach.
Summer Surprise – Broad-Based Rally and New Highs
August 18, 2016 18:45 - 19 minutes - 8.85 MBAdvisor Talking Points: As you prepare for client interactions, Advisor Talking Points takes a look at sector performance, the relative strength behind the economic expansion, a detailed look at retail sales, uncertainty in one chart, the real influencer of oil prices, and a look ahead.
How I Cultivate CPA Relationships Using Social Security Workshops
August 08, 2016 15:50 - 20 minutes - 9.45 MBThis advisor uses the topic of Social Security to help investors and the CPAs they work with to prepare for the "back nine" of life, that being retirement and the distribution financial phase.
Play High-Net-Worth Matchmaker Over Coffee or Wine
July 25, 2016 15:43 - 38 minutes - 17.8 MBWhat’s Working Now: This advisor has found success in bringing different professionals together over a morning coffee or an evening glass of wine. Learn how he's doing it while getting huge referrals.
The Bulls Climb a Wall of Worry
July 21, 2016 18:57 - 13 minutes - 5.98 MBAdvisor Talking Points: As you prepare for client interactions, Advisor Talking Points takes a look Q2 earnings, strong stock buybacks, the link between stocks and oil, the modest bounce in economic activity, and the upcoming Fed meeting.
How to Become an Inter-Generational Advisor: Ellen Rogin Speaks with Gary Shunk
July 19, 2016 20:56 - 34 minutes - 15.9 MBMost advisors are well-versed and comfortable with the quantitative aspect of the business, but there are huge opportunities to serve your clients and their families better by engaging them on a qualitative level through conversations that explore issues important to them. If you're not having these conversations, you're not serving your client as well as you could be, and you're not building trust with future heirs. In this episode of AdvisorRadio, Ellen Rogin talks with Gary Shunk, the Pr...
How to Spend More Time with Your Best Clients
July 01, 2016 16:33 - 20 minutes - 9.53 MBWhat’s Working Now: This advisor found a surefire way to hire great staff so he could generate more revenue for his firm and have more time with his family.
How I Used Speaking Coaches to Boost My Business
June 17, 2016 15:26 - 36 minutes - 16.9 MBWhat’s Working Now: This advisor hired two speaking coaches to help him present educational workshops as his chief marketing strategy. Pick up on some of Craig’s tips for becoming a stronger public speaker.
Are You Committing These Networking Blunders? Lisa Marie Platske Talks with Ellen Rogin
June 16, 2016 20:00 - 38 minutes - 17.6 MBIt's not uncommon for advisors to go to networking event after networking event and, despite doing lots of talking, have nothing to show for it in terms of new business and connections. On the flipside, some advisors attend one event and generate tons of interest. What are these advisors doing differently? As speaker and coach Lisa Marie Platske says in this conversation with Ellen Rogin, it's not just what these networking pros are doing right that sets them apart, but the blunders they are...
Brexit and Negative Bond Yields Bedevil Investors
June 16, 2016 18:59 - 16 minutes - 7.67 MBAdvisor Talking Points: As you prepare for client interactions, this week’s Talking Points takes a look at the upcoming Brexit vote in the U.K. next week, negative bond yields in developed nations, the Fed’s latest meeting, and some labor market data that offsets the weak May employment report.
How I Provide Great Client Service Through Open Communication
June 07, 2016 16:45 - 32 minutes - 14.7 MBWhat’s Working Now: This advisor has found that the best marketing technique involves keeping his current clients happy and knowledgeable.
Are You a Compassionate Advisor? Ellen Rogin Speaks with Dr. Shawne Duperon
May 20, 2016 20:52 - 38 minutes - 17.5 MBBeing knowledgeable in your field, or "the numbers part," is the baseline for being an advisor, but to succeed, you need to do much more. Forgiveness and compassion aren't often considered as a business offering, but they are some of the best tools for building loyalty, and they also can create a big boost for your marketing and networking. In this episode of AdvisorRadio, Ellen Rogin interviews Dr. Shawne Duperon, creator of Project Forgive and a Nobel Peace Prize nominee, about the power ...
The Second Longest Bull Market Since World War II
May 19, 2016 21:16 - 19 minutes - 8.92 MBAdvisor Talking Points: As you prepare for client interactions, this week’s Talking Points includes a review of the current bull market, the Fed and interest rates, manufacturing’s importance to investors, a look at retail sales, and a closer look at earnings.
How I Hired and Trained a New Advisor to Become a Valuable Asset for My Team
May 10, 2016 14:45 - 26 minutes - 12.2 MBWhat’s Working Now: Overwhelmed by a growing number of clients, this financial advisor developed a special approach to hiring and training a new advisor for his firm – a move that led to more efficient operations and personalized client service.
Working with Couples: Ellen Rogin Talks with Kathleen Burns Kingsbury
May 03, 2016 13:55 - 37 minutes - 17 MBIf a client dies or becomes ill, their spouse is often ill-prepared to step up and handle financial matters. Either they weren't in the room when you were advising the "decision-maker," or if they were, they weren't engaged and learned very little. When a widow is in this position, they will sometimes look elsewhere for advice since they feel little connection with you. By getting both members of a couple involved in the financial planning process, you help prevent such disasters and aid the...
I Tripled My Business By Finding the Ideal Number of Clients
April 01, 2016 19:49 - 23 minutes - 11 MBWhat's Working Now: This advisor found the key to providing better service to her clients and improving work life balance for her team —all while growing her business.
Oil – the 800 Pound Gorilla That’s Influencing Markets
March 17, 2016 19:43 - 12 minutes - 5.88 MBAdvisor Talking Points: As you prepare for client interactions, this week’s Talking Points includes a reviews of oil’s impact on stocks and the high-yield debt market. Additionally, a synopsis of the March Fed meeting and its dovish outlook is included.
How to Make Your Goals Happen: Ellen Rogin Speaks with Jim Rohrbach
March 15, 2016 16:09 - 32 minutes - 14.8 MBIf you are not working to improve yourself by setting goals, learning, and increasing your skill-set, then you are regressing in your business and life. In this edition of AdvisorRadio, Success Skills Coach Jim Rohrbach discusses with Ellen Rogin how to set goals that will produce results, including how defining a Mission Statement can help you stay on track throughout the year. Plus, Jim shares tips on how you can program your subconscious for success and set boundaries on your time and atte...
The Importance of Purpose: John Nichols Shares his Inspirational Story with Ellen Rogin
March 14, 2016 19:02 - 36 minutes - 16.7 MBJohn Nichols, disability benefits consultant and president of The Disability Resource Group, didn't know it when he went to pick up the handle of the water-skiing rope during a weekend at his friends cabin, but his life was about to change forever. The ensuing accident, the years of physical therapy, and the hard work to regain his function and his purpose in life, offer an inspirational story with success lessons that anyone, given whatever adversity, can learn from. Hear John's story as h...
The Client Comes First: How I Do It
March 10, 2016 19:25 - 27 minutes - 12.6 MBWhat’s Working Now: This advisor says clients want you to care about them. That's her guide-star.
How to Use Technology to Connect with Clients and Prospects: Ellen Rogin Speaks with Roger Courville
February 29, 2016 21:47 - 31 minutes - 14.6 MBVirtual conferencing, webinars, social media...when used wisely, these platforms have the potential to revolutionize how you stay in touch with your book and reach out to prospects. This is all the more important since these days, clients are often located all over the map. On this episode of AdvisorRadio, Roger Courville, an expert in engaging people in and through technology, talks with Ellen Rogin and shares his advice for picking platforms and technology that suit you, learning their in...
How I've Reached New Markets By Writing
February 29, 2016 19:17 - 24 minutes - 11.1 MBWhat's Working Now: This advisor writes monthly articles for a local magazine and publishes them on LinkedIn. It's allowed him to reach new prospects and get new clients. Learn how he's doing it.
Exit Grexit, Enter Brexit
February 25, 2016 21:20 - 17 minutes - 7.91 MBAs you prepare for client interactions, this week’s Talking Points includes a review of Brexit and potential ramifications, oil’s impact on banking, an uptick in inflation, and another piece of data that points to modest growth.
Bullish Sentiment Disappears, Contrarians Rejoice
February 19, 2016 17:17 - 10 minutes - 5.01 MBAdvisor TalkingPoints: Prepare for client interactions with this week’s look at investor sentiment and what’s behind it, the state of revenues, prospects for a recession, and more.
How a Mobile App Put This Firm in Their Clients' Pockets
February 12, 2016 18:33 - 27 minutes - 12.4 MBWhat's Working Now: Read the story of how this advisor turned to technology in order to revolutionize how she relates to clients.
A Planning Process That Connects with Clients: Ellen Rogin Interviews Luna Jaffe
February 11, 2016 20:50 - 38 minutes - 17.5 MBOften we default to a left-brained, numbers-oriented approach when talking with clients. But this communication style can fail to make an impression—clients might not "get" what all the data means. Luna Jaffe, a CFP and author of "Wild Money: A Creative Journey to Financial Wisdom," discusses with Ellen Rogin how you can more effectively connect with clients during the financial planning process and really get them to see, feel, and understand their goals and the progress they have made towa...
An Earnings Recession Creates Added Uncertainty for Investors
February 11, 2016 20:13 - 17 minutes - 8.22 MBAdvisor Talking Points: Prepare for client interactions with this look at what’s going on with earnings forecasts, stress in the financial system, European sovereign issues, Yellen’s testimony, and more.
How to Nourish and Refresh Your Business: Ellen Rogin Speaks with Tina Dietz
February 09, 2016 20:55 - 29 minutes - 13.7 MBMany people get stuck in their businesses. They spend day after day with a narrowed focus, concentrating only on the immediate next item on their to-do list without taking a step back and considering how their business is working on a broader level. The result is burn-out. Tina Dietz is the owner of StartSomething Creative Business Solutions, and in this discussion with Ellen Rogin, she shares the strategies you can use to broaden your perspective and evaluate the different business structur...
Hack Talk: Wireless Router Danger, IRS/Social Security Identity Scam, Explorer-Windows 7 Trouble
February 02, 2016 21:52 - 28 minutes - 13.1 MBPlus, Top White House Staffers Hacked, the Phishing Report, and Quick Cybersecurity Tips.
How I Learned to Organize My Life and Achieve My Goals
February 01, 2016 20:06 - 21 minutes - 9.63 MBWhat's Working Now: This advisor found a process that increased his productivity and decreased his stress levels all while bettering his business. Learn how he juggles it all.
The Fed Fails to Soothe Investor Worries
January 28, 2016 21:20 - 14 minutes - 6.67 MBAdvisor Talking Points: As you prepare for client interactions, this week’s analysis reviews the latest from the Fed, key economic indicators, and a look ahead.
What it Will Take to Stem the Market’s Decline
January 21, 2016 19:38 - 13 minutes - 6.3 MBAdvisor Talking Points: As you prepare for client interactions, this week’s analysis reviews what may stem the market’s decline, a new recession call by a long-term bear, and review of Q4 earnings.
How Understanding Learning Styles Helps Me Teach and Communicate
January 15, 2016 20:51 - 25 minutes - 11.8 MBWhat's Working Now: This advisor started studying learning styles and realized he needed to revamp his communication with clients in order to boost their understanding.
Reset: China, the Yuan, Oil Prices, Profit Worries, Junk Debt, and Stocks
January 14, 2016 19:44 - 20 minutes - 9.56 MBAdvisor Talking Points: As you prepare for client interactions, this week’s analysis reviews China and the yuan, earnings, manufacturing, junk bonds, and oil.
Oil Prices Dive to New Lows and New Troubles in Junk
December 10, 2015 19:45 - 16 minutes - 7.53 MBAdvisor Talking Points: As you prepare for client interactions, this week’s analysis reviews the latest slide in oil prices, new tremors in junk bonds, weakness in manufacturing, and the upcoming Fed meeting
Talk to Clients About Their Kids
December 01, 2015 18:16 - 24 minutes - 11.2 MBWhat's Working Now: This advisor is building deep connections with her clients' young adult children. It's working.
How I Run Community Events and Interview Top Leaders
November 13, 2015 17:19 - 34 minutes - 15.8 MBWhat's Working Now: This advisor and his firm achieve a range of important goals by sponsoring events that feature live interviews with top business and community leaders. The public loves it and the buzz is huge. Here’s how you can do it.
Earnings Appear Set to Lend New Support to Stocks
November 12, 2015 20:18 - 14 minutes - 6.78 MBAdvisor Talking Points: As you prepare for client interactions, this week’s analysis reviews S&P 500 earnings, the latest jobs’ report and the Fed, and one economic report that is helping to keep inflation in check.
How I'm Creating a Succession Plan for My Business
October 29, 2015 20:22 - 19 minutes - 9.02 MBWhat's Working Now: This advisor is working to create a succession plan for his business that allows him to leave his clients in good hands and turn the business over to a young generation.
A Manufacturing Recession and Stock Market Performance
October 29, 2015 18:14 - 11 minutes - 5.42 MBAdvisor Talking Points: As you prepare for client interactions, this week’s analysis reviews the trouble in the nation’s manufacturing sector, the latest Fed meeting, and a look ahead.