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United States

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English


Episodes

Why I Started Charging For Stuff I Used to Do For Free

2/25/2019
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What’s Working Now: This advisor explains his pricing structure for offering Social Security and Medicare help.

Duration:00:39:14

The Most Important Skill You Need to Grow Your Business

2/15/2019
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It'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.

Duration:00:37:44

Workshops With a Sense of Urgency: The New Tax Law Briefing

2/13/2019
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What’s Working Now: Presenting the New Tax Law Briefing to clients and prospects has led to new business for this advisor.

Duration:00:27:28

How I Build Relationships and Gain Clients With College Planning

2/11/2019
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What’s Working Now: Collaborating with local college prep counselors to offer college planning services

Duration:00:37:16

The Brain Hacks You Need to Revolutionize Your Productivity

2/8/2019
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How 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.

Duration:00:35:27

5 Ways to Cut the Cost of College

2/8/2019
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Paying 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.

Duration:01:06:08

How to Wow Your Clients by Exceeding Their Expectations

1/28/2019
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Clients 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.

Duration:00:35:43

How Facebook Helped Me Create Community and Open Up

1/18/2019
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What’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.

Duration:00:32:26

Shrinking the Fed’s Balance Sheet – Why it May Not Matter

1/17/2019
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Advisor 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.

Duration:00:32:34

Finding the Courage to Follow My Passion

1/14/2019
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What’s Working Now: This advisor shares how she started in the family insurance business, but came to find her passion in financial planning

Duration:00:28:48

How to Gain the Confidence of a Top Producer

1/11/2019
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Confidence 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.

Duration:00:35:12

Starting Fresh: How We Left Our Broker-Dealer and Started a New Company

1/7/2019
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What’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.

Duration:00:33:26

Why Your Team's Culture is the Key to Unlocking High Performance

12/7/2018
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Do 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.

Duration:00:33:57

Lasting Legacy Awards: Celebrating the Good in the World

12/6/2018
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What’s Working Now: This advisor shares his passion for nonprofits amd how they help to bring in new business.

Duration:00:51:37

How I Edge Out the Competition and Quickly Gain Prospect Trust

11/26/2018
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Realizing 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.

Duration:00:23:45

Why My Clients and Prospects Are Engaged and Excited During Meetings

11/16/2018
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What’s Working Now: This advisor shares how moving to paperless meetings and using a TV screen has wowed prospects and clients.

Duration:00:19:56

Falling Oil Prices Cloud the Outlook for Investors

11/15/2018
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Advisor TalkingPoints: As you prepare for client interactions, Advisor Talking Points addresses the decline in oil prices, financial stress, and the earnings outlook.

Duration:00:18:45

The Financial Chef

11/12/2018
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Merging 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.

Duration:00:28:50

Why I Transformed My Business Into an Ensemble Practice

11/5/2018
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What’s Working Now: This advisor shares why he decided to bring on two younger advisors – and make sure they know all the clients

Duration:00:24:17

The Special Touch That My Clients Watch Again and Again

10/29/2018
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What's Working Now: This advisor tells about her positive experience with video emails for clients.

Duration:00:16:38