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Episodes

Trade Tensions, Higher Interest Rates, and New Highs

6/21/2018
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Advisor TalkingPoints: As you prepare for client interactions, Advisor TalkingPoints discusses inflation, animal spirits, the Fed’s rate hike, faster consumer spending, and the slowdown in Europe. It also includes preview of Q2 earnings.

Duration:00:22:58

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

How Finding My Niche Blew Up My Business: Why I Chose To Focus on Women

3/16/2018
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What’s Working Now: This advisor shares how she left her old firm and created a media presence aimed at women.

Duration:00:43:20

Market Volatility–the Quiet Period Has Ended

3/15/2018
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Advisor TalkingPoints: As you prepare for client interactions, Advisor TalkingPoints discusses volatility and normality, trade, employment, inflation, earnings and the upcoming Fed meeting.

Duration:00:21:48

Why Would Someone Want to Work with You? Ellen Rogin Talks with Tamsen Webster

3/6/2018
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Effective marketing has nothing to do with the services you provide, which prospects can get from anyone. The key is getting clear on why you became an advisor and what about the work attracted you to it. When you make those things the core of your marketing, you are going to attract people who want to work with you. Your messaging will connect with people on a whole new, deeper level.

Duration:00:41:37

How One Realization Changed My Whole Approach to Prospect Meetings

3/5/2018
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What’s Working Now: Advisor Dwayne Kappell shares how he worked with a coach and reworked his approach.

Duration:00:45:07

Stock Market Corrections—Par for the Course

2/15/2018
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Advisor Talking Points: As you prepare for client interactions, Advisor Talking Points discusses the regular nature of market pullbacks, inflation expectations and oil, markets during times of rising yields – a historical perspective, strength in earnings, and a key gauge of economic stress.

Duration:00:25:20

Going Local: Retirement Planning in a Rural Area

2/15/2018
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What’s Working Now: This advisor shares how she successfully reaches out to a local niche in her small town.

Duration:00:21:21

Meeting a Need that Keeps Prospects Up at Night

2/5/2018
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What’s Working Now: This advisor shares how he gains new clients by giving college planning workshops and building trust.

Duration:01:10:00