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United States

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English


Episodes

Getting Clients Comfortable With the Ebb and Flow of Economic Tides

9/19/2019
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Advisor TalkingPoints: Prepare for client interaction with this month’s review of the September Fed meeting, the yield curve, economic reports, earnings and stocks, and more.

Duration:00:14:56

What Gives Me an Edge Over Other Financial Planners

9/17/2019
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What’s Working Now: This advisor tells us how teaching about taxes is giving him more appointments than he can handle. Plus, how to tap into an underserved COI niche that exists in every community.

Duration:00:31:27

The Amazing Triple Tax Benefits of HSAs

9/13/2019
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Listen in as Sean Bailey and Debra Taylor discuss an underused and often-misunderstood retirement savings vehicle: the Health Savings Account.

Duration:00:15:36

'You Are the Niche'—A 7-Figure Advisor Shares the Marketing Methods Working Today

9/12/2019
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Learn what’s working now for advisors looking to grow their businesses in this talk with Patrick Tucker, 7-figure wealth manager and financial advisor coach and educator. You’ll learn how to really find the niche you’ll be most successful in serving, the mindset that traps many advisors and limits their success, what’s the most important thing to have on your website, and more. To get your free copy of Patrick’s book, "The Evolved Advisor," visit https://www.truemeasure.info/ellen

Duration:00:36:11

Why I Teach 6-Hour College Classes

9/10/2019
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What’s Working Now: This advisor tells us how he built his business by being a financial educator and teaching multi-hour courses.

Duration:00:41:06

Give to Live: Why Advisors Should Be More Involved in Philanthropy

8/27/2019
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What's Working Now: This advisor tells us how she went from the world of trusts and investment managing to helping advisors and families understand more about philanthropy.

Duration:00:25:33

Looking Ahead: Thinking About Changes to the Capital Gains Tax and Stretch IRAs

8/20/2019
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Listen in as Sean Bailey and Jeffrey Levine examine possible future tax changes and how advisors should respond.

Duration:00:31:42

Keep it Simple: Teaching Social Security in a Way That Works for Me

8/19/2019
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What’s Working Now: This advisor tells us how he has had success putting on Social Security presentations in his office, during lunch or brunch, for small groups.

Duration:00:33:15

Decisions, Decisions: When to Buy, When to Sell

8/18/2019
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Retired market analyst Walter Deemer has weathered every bear and bull market of the last half century. Author of Horsesmouth’s “Daily Deemer Report” for nearly two decades, here he discusses his new book, "When the Time Comes to Buy, You Won’t Want To", and what advisors should be thinking about now.

Duration:00:44:16

Sharing the Gift of Money

8/13/2019
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What's Working Now: This advisor shares how she saw a need for more understanding among clients, and wrote a book to help educate them.

Duration:00:17:36

How I Found the Niche Already in My Book and Leveraged It

8/5/2019
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What's Working Now: This advisor tells us how she looked for clients she wanted to "replicate" and developed it into a niche of medical professionals.

Duration:00:28:25

Is That a Typo for the Tax Brain Teaser?

7/24/2019
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Savvy Tax has gotten lots of questions about the tax brain teaser featured in "How Tax Planning Changes Through Four Stages of Retirement." Jeffrey Levine walks you through the surprising truth about the Social Security tax torpedo, and explains how to use the Presentation User Manual.

Duration:00:20:50

Reaching People Through Social Security and Medicare

7/15/2019
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What’s Working Now: This advisor shares how he uses educational workshops to grow his book of business.

Duration:00:21:54

Should You Start Your Own Podcast?

7/11/2019
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Every wondered if you should start your own podcast? It took Mitch Slater 9 years to get it going at UBS, but now it’s a huge success. Listen in and learn the most important reason to do a podcast and the wrong reason to do one, how to come up with guests and topics for your show, how to market your show, and how often to do a podcast along with the best length.

Duration:00:32:22

Stop Getting Triggered–Keep Your Cool, Win Respect and Increase Influence using Verbal Aikido

7/10/2019
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In this show, host Ellen Rogin talks with author and consultant Holly Buchanan about how to stay calm and cool in conflict situations and difficult conversations. Learn how to turn conflict situations into relationship building opportunities with clients, what happens to your brain when you get triggered and how to regain control, and why most conflict handling techniques don't work.

Duration:00:35:44

Why I Chose to Become a Medicare Coach

7/8/2019
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What’s Working Now: This advisor chose to specialize in Medicare insurance, able to help people through the complex decisions.

Duration:00:30:08

How to Use Relationship Capital to Build Your Business

7/2/2019
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Debra Poneman has trained many of the most influential, transformational leaders in the world. Learn from her what “relationship capital” is and how to use it to build your business, the importance of visualizing your goals and when to say “That’s for me!” to get what you picture more quickly, and what not to do if you want to see your vision turn into reality.

Duration:00:35:07

Tax Planning and Long-Term Care Considerations

6/28/2019
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Listen in as Sean Bailey and Jeffrey Levine take stock of the current long-term care insurance market and the most tax-efficient way to pay for end-of-life expenses.

Duration:00:40:05

Working with the Emotional Investor: Proactively Teaching Clients Before the Market Crash

6/25/2019
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What’s Working Now: This behavioral finance coach works with advisors, teaching them to help clients through the emotions of investing.

Duration:00:40:04

How Stocks React to Fed Rate Cuts

6/20/2019
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Advisor TalkingPoints: As you prepare for client interactions, review rate cut and stock market data, the Fed’s June meeting, payrolls, Europe’s dovish turn, and a look ahead at important events.

Duration:00:16:27