AdvisorRadio-logo

AdvisorRadio

Business & Economics Podcasts >

More Information

Location:

United States

Language:

English


Episodes

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

6/17/2019
More
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
More
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
More
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
More
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
More
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
More
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
More
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
More
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
More
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
More
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
More
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
More
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

College Admissions Scandal: Big Takeaways for Your Clients and Prospects

3/19/2019
More
The College Admissions scandal has exposed the lengths, in this case illegal, that some parents will go to in order to get their kids into well-known schools. And it has raised some urgent questions about high profile colleges and universities and using services such as "college consultants." Lynn O'Shaughnessy, creator of the Savvy College Planning program, reveals the big lessons that clients and prospects should takeaway from this scandal. This can be a valuable teaching moment for you.

Duration:00:20:44

Like Netflix, But for Financial Planning

3/18/2019
More
What’s Working Now: This advisor shares how she wanted to help people who weren't getting service under the traditional model.

Duration:00:39:09

Building My Platform: How Podcasts Work for Me

3/12/2019
More
What’s Working Now: This advisor explains his process for creating a successful podcast that provides a platform to share expertise and build his business.

Duration:00:39:39

How I Use Craft Beer to Bring in Prospects to My Workshops

3/5/2019
More
What’s Working Now: This advisor details how he uses the craft beer trend as a way to draw prospects to workshops and make client events interesting.

Duration:00:21:53

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

2/25/2019
More
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
More
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
More
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
More
What’s Working Now: Collaborating with local college prep counselors to offer college planning services

Duration:00:37:16