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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.
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 colle…
What’s Working Now: This advisor shares with us the events and tactics he uses to turn clients into family.
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 comp…
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, wh…
What’s Working Now: This advisor shares how he has a passion to help retirees understand how taxes will work in retirement.
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 …
As you prepare for client interactions, Advisor TalkingPoints looks at the latest Fed meeting, mixed economic reports, financial conditions, Europe, and Q1 earnings.
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 …
What’s Working Now: This advisor shares how she wanted to help people who weren't getting service under the traditional model.
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.
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.
What’s Working Now: This advisor explains his pricing structure for offering Social Security and Medicare help.
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 cult…
What’s Working Now: Presenting the New Tax Law Briefing to clients and prospects has led to new business for this advisor.
What’s Working Now: Collaborating with local college prep counselors to offer college planning services
How do you get things done in less time with less drama when you have so many priorities you're trying to juggle? Managing your team, servicing your clients, trying to drum up additional business, etc, etc... Alan P. Brown is a productivity coach.…
Paying for college is the second biggest expense in the lives of millions of parents. Most financial advisors, however, know little if anything about how to help their clients shrink their college costs. Learn what you need to help your clients.
Clients are not as loyal as they used to be. With the internet, it's easy to shop around. So it's more important than ever to deliver a client experience that wow's and differentiates you. Listen to Ellen Rogin talk with Jeannie Walters, CEO and …
What’s Working Now: This advisor shares how she reluctantly started posting videos to Facebook, and found that it was a great platform to create community.
Advisor TalkingPoints: As you prepare for client interactions, Advisor TalkingPoints takes an unconventional look at the Fed’s plans to unwind the balance sheet. It also includes a review of the latest jobs report, Q4 earnings, and the government s…
What’s Working Now: This advisor shares how she started in the family insurance business, but came to find her passion in financial planning
Confidence is the primary quality of high-performance and effective client-acquisition, yet many advisors either lack it, or put up a front that fools no one, least of all themselves. Listen to Ellen Rogin interview business consultant Vince Caine …
What’s Working Now: This advisor broke from his broker-dealer to start a new firm with his spouse. Hear how they did it, and the steps they took to ensure their new firm would serve their clients best.
Do your team members take ownership over your firm's mission, thinking forward about how to make things better, or are they simply going through the motions and doing the bare minimum? Your team's culture is the deciding factor in how motivated you…
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Podcast Details
Apr 30th, 2015
Latest Episode
Apr 24th, 2019
Release Period
No. of Episodes
Avg. Episode Length
29 minutes

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