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United States

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English


Episodes

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

How to Use Mind-Body Training to Boost Your Productivity and Joy

6/17/2019
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Learn how to quickly shift into a state of flow, why you shouldn't cross your legs or arms, how to read people more effectively, and what you should do every 25 minutes to boost your performance in this conversation between Ellen Rogin and Cara Bradley, a leading authority of body-mind training.

Duration:00:32:27

Baltimore Hacked, Defending Against Business Email Compromise, Hackers Target Online Shoppers

6/4/2019
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HackTalk: The city of Baltimore is still reeling from a hack that effected their systems over three weeks ago. Learn what happened and the key cybersecurity lesson that Baltimore officials ignored to their peril. Plus, learn about the popular Business Email Compromise threat and how to prevent it, the steps to protect yourself from hackers looking to get your credit card info when you shop online, and how hospitals and their devices are being targeted by hackers.

Duration:00:24:35

Why I Went From Investment Advisor to Full-Time College Consultant

5/28/2019
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What’s Working Now: This advisor shares how he got into college planning while still an investment advisor, but decided to make it his full-time business

Duration:00:36:16

Trade Headlines Whipsaw Stocks

5/23/2019
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Advisor TalkingPoints: As you prepare for client interactions, review the flare-up in trade tensions, the 10-year bull market, U.S. economic growth, housing, earnings and more.

Duration:00:21:01

IRMAA: The Hidden Medicare Tax

5/16/2019
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Listen as Debra Taylor and Sean Bailey discuss the Medicare Income-Related Monthly Adjustment Amount and why you need to integrate it into your planning.

Duration:00:26:30

Where Should My Kids Apply to College?

4/24/2019
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If you believe the hype, families these days have their kids applying to 10 or more schools, and acceptance rates are at record lows. What’s going on? Lynn O’Shaughnessy, creator of the Savvy College Planning Program, explains what a sensible college application process can look like for 2019.

Duration:00:18:46

Creating Family: How I Build Long-Lasting Relationships With My Clients

4/15/2019
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What’s Working Now: This advisor shares with us the events and tactics he uses to turn clients into family.

Duration:00:32:44

8 Keys to an 80% Appointment Rate

4/4/2019
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When you're delivering a presentation, your goal is to educate AND motivate people to take action. The little details really matter. Note: Sean's "11 steps" are a reference to the presentation he gave on making your presentation introductions compelling. You can watch the video of that talk here: https://www.horsesmouth.com/nailing-your-presentation-introduction-by-following-the-dynamic-patterned-opening

Duration:00:37:46

Effective Strategies to Take Your Business to the Next Level

4/1/2019
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Learn what some of the biggest issues and opportunities are for advisors today. Industry coach and expert Kristin Andree talks with Ellen Rogin about the biggest challenges facing advisors in 2019, how to make the most of any networking meeting, what the indicators are that it's time to add staff, and the three best ways to use LinkedIn to grow your business.

Duration:00:29:17

A Passion for Helping Retirees Avoid Taxes

3/25/2019
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What’s Working Now: This advisor shares how he has a passion to help retirees understand how taxes will work in retirement.

Duration:00:38:55

How You Can Connect More Deeply with Your Clients

3/22/2019
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It’s never been more important to be a black belt in communication skills with clients. In this discussion with relationship expert and coach, Monica Parikh, you’ll discover the best way to connect with clients (even when they are upset), how you might be hurting client relationships with no idea why, ways to boost your emotional intelligence, and what vibrational energy is and why it's so important.

Duration:00:31:45

Investors Look Past the Wall of Worry

3/21/2019
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As you prepare for client interactions, Advisor TalkingPoints looks at the latest Fed meeting, mixed economic reports, financial conditions, Europe, and Q1 earnings.

Duration:00:15:47