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United States

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English


Episodes

Is a Bear Market Lurking? Odds of a Recession Hold the Answer

9/20/2018
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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.

Duration:00:18:17

Talk to Two New People a Day and Tell Your Story

9/11/2018
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What’s Working Now: This advisor shares why he believes knowing yourself and your story is essential to connecting to clients and prospects.

Duration:00:39:08

Getting Out of My Comfort Zone: How I Do It

8/30/2018
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What’s Working Now: This advisor shares how he grew his business after plateauing by pursuing an aggressive telephone strategy.

Duration:00:24:37

King Bull – There’s a New Champ in Town

8/23/2018
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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.

Duration:00:20:49

How I Make Sure Staff Meetings Are Structured and Concise

8/20/2018
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What’s Working Now: This advisor shares how he made a change in his practice so that staff meetings stopped be a time drag.

Duration:00:18:04

Creating a Video to Share My Story With Clients and Video

8/14/2018
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What’s Working Now: This advisor tells how he created a video sharing his story, and why he thinks every advisor should do the same.

Duration:00:37:21

How I Hold Monthly Cigar and Whiskey Events

8/1/2018
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What’s Working Now: This advisor shares how he began a cigar and whiskey pairing event four years ago, and why he continues.

Duration:00:29:13

Overspending on Tuition Is Ruining Retirement—How I Intervene Early to Protect Clients

7/31/2018
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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.

Duration:00:44:53

Becoming the Go-To Advisor in Your Town--It's All About Your Influence

6/13/2018
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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.

Duration:00:31:20

How Focusing on Women Boosted My Business

5/25/2018
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What's Working Now: This advisor changed her mind about holding workshops and made her focus delivering them for women. The result? She wishes she had started doing them years ago.

Duration:01:05:00

Stocks–Arguing in Favor of Fair Valuations

5/17/2018
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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

Duration:00:19:26

Overcome Your Fear of Speaking and Exponentially Grow Your Business

5/17/2018
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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...

Duration:00:35:46

How Researching the Answer to a Question Led Me to a Lucrative Niche

5/14/2018
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What’s Working Now: This advisor shares how she has developed a business-within-a-business offering college funding plans for families.

Duration:00:54:28

How to Focus on What's Vital to Growing Your Business and Offload the Rest

4/25/2018
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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.

Duration:00:35:04

Another Review of Volatility, Upbeat Earnings, and More

4/19/2018
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Advisor TalkingPoints: As you prepare for client interactions, Advisor TalkingPoints discusses volatility, earnings, a broad view of inflation, GDP and the latest Fed meeting.

Duration:00:17:40

How to Overcome Burnout by Taking "Retirement Days"

4/17/2018
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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.

Duration:00:35:41

Using Radio to Build a Reputation as a Financial Educator

4/12/2018
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What’s Working Now: This advisor shares how she gains exposure and clients through a mix of paid radio spots and interviews.

Duration:00:22:57

How Your Spouse Can Be Your Secret Weapon

4/4/2018
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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...

Duration:00:36:03

My Best Practices For Seminar Success: A 33 Year Vet Tells All

4/2/2018
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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.

Duration:00:47:55

Give Your Presentations the Impact of a Ted Talk

3/20/2018
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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.

Duration:00:35:49