Advisor 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.
Advisor 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.
What’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 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.
Advisor 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
Advisors 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...
Finding 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.
In 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.
Work/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...
What’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.
You 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.