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
Fretting Over Stocks Like It's 1997 or 1998
September 10, 2015 18:54 - 12 minutes - 5.61 MBAdvisor Talking Points: As you prepare for client interactions, reviews the 1997 and 1998 market declines and compares them to today's anxieties, analyzes China's position in the world today, and takes a look at reasons why the Fed should and should not raise rates next week.
Why I Use an Open Client-Service Matrix to Segment My Clients
September 04, 2015 21:12 - 30 minutes - 13.8 MBWhat's Working Now: When many advisors think of assigning clients to different tiers of service--A-clients, B-clients, etc.--they see it as something to hide from the clients for fear of making someone think they are getting the short end of the stick. But this advisor openly shares her Client Service Matrix with her clients, and this puts everyone on the same page about service expectations. Her clients love it, and it opens up new ways that they can work together.
My Divorce-Planning Niche Sets Me Apart
September 04, 2015 21:04 - 27 minutes - 12.7 MBWhat's Working Now: Learn from this advisor's story how focusing her prospecting on women in transition is making her the local go-to person for financial questions related to divorce.
Helping Clients Find Peace with Money Issues: Ellen Rogin Talks with Rev. Karen Russo
September 03, 2015 15:32 - 32 minutes - 14.7 MBFinances are an area that many people experience a great deal of stress over--every volatile day in the markets attests to this fact. Helping clients to adopt a more healthy relationship to their money is a valuable service that will help lead them to live happier, more satisfied lives. On this episode of AdvisorRadio, Ellen Rogin talks with Rev. Karen Russo about how you can help your clients to unblock all of those negative associations they have toward money. And who knows: These tips mi...
How I Use Stories to Inspire My Team and Gain New Clients
September 02, 2015 19:24 - 28 minutes - 13 MBWhat’s Working Now: This advisor has been focusing on storytelling to turn prospects into clients.
Is Your Messaging Compelling or Repelling? Ellen Rogin Talks with Maribeth Kuzmeski
September 02, 2015 19:10 - 31 minutes - 14.6 MBMany advisors wonder why their "elevator pitch" sends prospects fleeing. It's not the red onions they had in their salad for lunch, but their canned messaging. Maribeth Kuzmeski, President of Red Zone Marketing, has heard it all, and on this episode of AdvisorRadio, she shares with host Ellen Rogin why so many advisors blunder when explaining what they do, and how they can make their message more compelling. She also explains why your messaging should be consistent across all of the differe...
The Ghost of 2008 Casts a Long Shadow over Investor Confidence
August 27, 2015 19:10 - 12 minutes - 5.88 MBAdvisor Talking Points: As you prepare for client interactions, this week’s analysis compares 2008 with today. Additionally, what generally precipitates bear markets and the plunge in commodity prices are also included.
Fed Minutes Do Little to Soothe Investor Jitters
August 20, 2015 19:10 - 17 minutes - 8.04 MBAs you prepare for client interactions, this week’s analysis includes a look at the mixed signals in the FOMC's minutes, the latest slide in oil prices
How to Make Connections with Your Communications: Ellen Rogin Speaks with George Kansas
August 17, 2015 19:05 - 38 minutes - 35.6 MBMost advisors are very strong "numbers people." Left-brain activities come naturally to them, and doing something data-heavy like putting together a financial plan is right up their alley. But, oftentimes, right-brain activities like communication skills can fall to the wayside, and that's a shame, because communication is vital to inspiring trust in clients and building lasting relationships with prospects. Mainstage speaker, author, and speaking trainer, George Kansas, believes that the k...
China Yuan Devaluation Rattles Confidence
August 13, 2015 20:01 - 12 minutes - 5.69 MBAdvisor Talking Points: As you prepare for client interactions, this week’s analysis includes a look at recent events in China and offers a balanced perspective, a review of China GDP – can you trust the numbers, the Fed and a September rate hike, and a look ahead.
How I Use Medicare to Grow My Business
August 07, 2015 19:20 - 33 minutes - 15.4 MBWhat’s Working Now: This advisor became the go-to-Medicare expert in his community and the referrals started rolling in.
The Strong Dollar, Sluggish Global Growth and Industrial Stocks
July 23, 2015 18:41 - 14 minutes - 6.62 MBAdvisor Talking Points: As you prepare for client interactions, this week’s analysis includes a review of the factors that are depressing cyclical shares, gold's latest drop, one source of inflation, and Greece's longer-term prospects.
Is Your Marketing an Afterthought? Ellen Rogin Talks with Laura Rubinstein
July 22, 2015 18:57 - 34 minutes - 15.6 MBMost advisors pay lip service to the importance of marketing, but don't actually follow through and give it the needed effort and direction. And that's a shame, because marketing and branding are powerful client acquisition tools. In this episode of AdvisorRadio, Ellen Rogin speaks with Laura Rubinstein, author of "Social Media Myths Busted" and someone who has helped thousands of businesses and advisors develop marketing plans, about what it takes to generate marketing that resonates with ...
Europe Remains in the Headlines, but Let's Not Forget the Fundamentals
July 16, 2015 18:58 - 15 minutes - 7.3 MBAdvisor Talking Points: As you prepare for client interactions, this week’s analysis reviews latest bailout deal with Greece, the upcoming earnings season, retail sales, and the relationship between inflation and import prices.
Get Noticed and Referred Through Corporate Intranets
June 30, 2015 19:07 - 26 minutes - 12.2 MBThis advisor acts as a financial guide for his clients working at big corporations in his area. And by helping them, he gains referrals through their intranet boards.
Keys to a More Balanced Brain: Ellen Rogin Talks with Debbie Vyskocil
June 30, 2015 18:55 - 33 minutes - 15.1 MBWhat if you could increase your attention, overcome distraction, reduce stress, and just over-all boost your mental performance? In this episode of AdvisorRadio, Ellen Rogin talks with Debbie Vyskocil of Optimal Edge Performance who shares what she has learned from her background in Performance Training and Neurophysiology, and how you can use this information to achieve a more balanced brain.
Starting the End-of-Life Conversation with Clients: Ellen Rogin Talks with Debbie Kasle
June 17, 2015 20:07 - 32 minutes - 14.9 MBThere is a huge disconnect between what people want their final days to be like, and what actually happens for the majority of people. To prevent this from happening, quality conversations need to start taking place around the issue of advanced healthcare planning. In this AdvisorRadio interview, conducted by Ellen Rogin, Debbie Kasle of Kasle Advance Health Care Planning discusses the steps needed to initiate this issue with clients and to promote the kind of reflection and discussion nece...
The Dark Side – When Liquidity Vanishes and Markets React Violently
June 11, 2015 18:55 - 16 minutes - 7.39 MBAdvisor Talking Points: As you prepare for client interactions, this week’s analysis reviews the growing worries about a liquidity crisis in the markets, action in rate-sensitive issues, Europe's impact on Treasury bonds, and a look ahead.
How I Drive New Business By Delivering Quality Client Service
June 05, 2015 17:46 - 20 minutes - 9.35 MBThis advisor and his team turned a slow January into a huge business-building exercise that now drives their practice and growth year round. See for yourself. It’s simple and anyone can do it.
Greece–A Tortured Path and a Complacent Market
May 28, 2015 18:36 - 14 minutes - 6.67 MBAdvisor Talking Points: As you prepare for client interactions, this week’s analysis reviews the latest tug 'o war between Greece and its creditors, the tight relationship between the dollar and commodity prices, the latest rate talk from Yellen, and a leading indicator that is signaling a resumption in growth.
Rising Yields Equate to Rising Stock Prices
May 21, 2015 18:41 - 17 minutes - 8.16 MBAdvisor Talking Points: As you prepare for client interactions, this week’s analysis reviews the positive correlation between Treasury yields and stocks, another weak batch of economic data, seasonality in gasoline prices, and more.
How Speaking to Women Has Grown My Business
May 20, 2015 19:46 - 23 minutes - 10.6 MBThis advisor demonstrates her passion and gains more clients by speaking to her target market. Hear how she is having success.
The Secrets of Meaningful Networking: Ellen Rogin Talks with Michael Goldberg
May 20, 2015 17:58 - 31 minutes - 14.6 MBMost people are clueless about what networking actually is, and this causes them to scratch their heads after coming home from functions, wondering why they didn't make any good connections. In this interview conducted by Ellen Rogin, Michael Goldberg of Knock-Out Networking explains what networking really is, and how to create meaningful exchanges that lead to lasting relationships. He shares what the best kinds of questions are to ask and how to shift the dynamic of conversations so that th...
Germany's Bond Market Disrupts Treasuries
May 14, 2015 19:46 - 18 minutes - 8.33 MBAdvisor Talking Points: As you prepare for client interactions, this week’s analysis reviews the recent violent move in German yields and its impact on the U.S. markets. Additionally, comments from Janet Yellen on stock valuations and the latest disappointing reading on retail sales are included.
How I Use Lunch-and-Learns to Build My Business
May 05, 2015 14:46 - 25 minutes - 11.5 MBWhat's Working Now: This former Texas high school football coach is still recognized for his Friday Night Lights exploits. But now he’s traded the x’s and o’s for dollars and cents. And it’s the clients who are getting the clear eyes and full hearts.
The Economy Hits a Brick Wall
April 30, 2015 18:37 - 14 minutes - 6.47 MBAdvisor TalkingPoints: As you prepare for client interactions, this week’s analysis includes a detailed review of Q1's disappointing GDP report, the latest from the Fed, and a look ahead.