AdvisorRadio Podcast for Financial Advisors by Horsesmouth Podcast

AdvisorRadio Podcast for Financial Advisors by Horsesmouth

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Best Episodes of AdvisorRadio Podcast for Financial Advisors by Horsesmouth

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Key Ingredients and Risks for Today’s Bull Market
Advisor Talking Points: As you prepare for client interactions, Advisor TalkingPoints discusses the global economic expansion, rising corporate profits, the impact of low inflation on earnings multiples, the flattening yield curve, and market risks.
Tech Trends and Tools Advisors Need to Know
Technology has a lot more to offer advisors than competition in the form of robo-advisors. Tech tools can take care of mundane tasks, freeing your time to better take care of clients and build your business. In this episode of AdvisorRadio, technology futurist, speaker, and consultant Sierra Modro talks with Ellen Rogin about the major technology trends she thinks advisors need to be aware of, and also the tech tools advisors need to know about.
Waiting, Waiting, Waiting for the Next Correction
Advisor Talking Points: As you prepare for client interactions, Advisor Talking Points discusses the lack of market volatility, Yellen’s recent testimony, soft inflation, the close tie between Treasury yields and Europe, and a look ahead.
Looking Ahead: Thinking About Changes to the Capital Gains Tax and Stretch IRAs
Listen in as Sean Bailey and Jeffrey Levine examine possible future tax changes and how advisors should respond.
How I Found the Niche Already in My Book and Leveraged It
What's Working Now: This advisor tells us how she looked for clients she wanted to "replicate" and developed it into a niche of medical professionals.
Sharing the Gift of Money
What's Working Now: This advisor shares how she saw a need for more understanding among clients, and wrote a book to help educate them.
How Social Security Planning Gets Me 8 New Clients a Month
What’s Working Now: This advisor shares how she builds a practice by focusing on financial education.
Going Local: Retirement Planning in a Rural Area
What’s Working Now: This advisor shares how she successfully reaches out to a local niche in her small town.
Why I Teach 6-Hour College Classes
What’s Working Now: This advisor tells us how he built his business by being a financial educator and teaching multi-hour courses.
Why My Clients and Prospects Are Engaged and Excited During Meetings
What’s Working Now: This advisor shares how moving to paperless meetings and using a TV screen has wowed prospects and clients.
How I Learned to Focus on What's Really Important and Cut Out the Rest
What’s Working Now: After cutting out all of the personal hobbies that she enjoyed from her schedule, this advisor was still struggling to get done all that she had set out for herself to do each week. Through working with a coach, she learned how to prune her to-do list and let go of the perfectionist tendencies that were getting in the way.
The Special Touch That My Clients Watch Again and Again
What's Working Now: This advisor tells about her positive experience with video emails for clients.
My Best Practices For Seminar Success: A 33 Year Vet Tells All
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.
Shrinking the Fed’s Balance Sheet – Why it May Not Matter
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 shutdown.
How Facebook Helped Me Create Community and Open Up
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.
Getting Clients Comfortable With the Ebb and Flow of Economic Tides
Advisor TalkingPoints: Prepare for client interaction with this month’s review of the September Fed meeting, the yield curve, economic reports, earnings and stocks, and more.
The Business of Growing Your Business
It’s easy to be so busy with clients and your team that you don’t make time to work on the business of your business, but this is a big mistake when it comes to sustainable growth. Ellen Rogin's guest for this episode, business strategist Sherré DeMao, shares her Sustainable Growth Model™ that leads to greater profitability and business value. In this show you’ll learn how corporate culture is tied to stock value, why staying stuck on your growth plateau can be dangerous, three marketing secrets to grow your company in an economic downturn, and the value of the Attention/Retention Model.
Effective Strategies to Take Your Business to the Next Level
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.
How Your Spouse Can Be Your Secret Weapon
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 you both can thrive, and your business can take off like never before.
Working with the Emotional Investor: Proactively Teaching Clients Before the Market Crash
What’s Working Now: This behavioral finance coach works with advisors, teaching them to help clients through the emotions of investing.
How I Used My Experience to Write a Simple Medicare Book
What’s Working Now: This advisor used her experience signing up for Medicare to write a book which she uses as marketing.
Where Should My Kids Apply to College?
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.
Why Your Team's Culture is the Key to Unlocking High Performance
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 your team is. Improving it is a game changer. In this interview with Ellen Rogin, corporate culture specialist Greg Hawks reveals how you can create an office culture of motivation and excellence.
3 Cybersecurity Scams That Wreaked Havoc Over the Last Decade and New Threats Poised to Plague the 2020's
Listen to a review of the most popular cybersecurity threats we saw over the last decade, and that which continue to cost individuals, businesses, and municipalities millions. Plus, learn the emergent cybersecurity exploits that are most likely to grow in popularity over the next decade, how ransomware scammers are targeting doctors' offices, what you need to do to secure ring doorbells and other smart devices, and the ominous vulnerability of our election system.
Podcasting for Advisors 101: Ellen Rogin Interviews Ben Krueger
Podcasts keep growing in popularity and many advisors intuitively sense the power of the platform, but few understand how to start their own and what things they need to think about in order to make it successful. Ben Krueger is a podcast strategist and founder of Cashflow Podcasting. In this conversation with Ellen Rogin, Ben provides an overview of what podcasting is and why it can be such a powerful tool for advisors to connect with prospects. If you've ever thought about starting your own podcast, Ben's advice will help you get a sound strategy in place so that you can get tangible results.
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Podcast Details
Apr 30th, 2015
Latest Episode
Dec 19th, 2019
Release Period
No. of Episodes
Avg. Episode Length
30 minutes

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