Parhaat Horsesmouth Podcastit (2024)

1
How Cultivating the Next Generation Easily Generates Valuable New Accounts 17:44

2y ago17:44

17:44

What’s Working Now: This advisor started paying attention to the kids of his original clients and has prevented millions of dollars in assets from walking out the door.Kirjoittanut Horsesmouth

1
How I Deliver Holistic Financial Services to Credit Union Members 37:16

2y ago37:16

37:16

What’s Working Now: First this advisor discovered that the local credit union needed help in providing financial services—then the pandemic taught him how to scale delivery of quality advice through webinars. And it’s still a winning formula.Kirjoittanut Horsesmouth

1
Moving Fraud: Be Careful If You’re Moving to a New Home 18:50

2+ y ago18:50

18:50

September HackTalk: From bait-and-switch estimates to movers holding your belongings hostage, there has been an uptick in fraudulent activity during the vulnerable time when people are relocating. Watch out for these red flags.Kirjoittanut Horsesmouth

1
Your December Marketing Meeting 25:01

3y ago25:01

25:01

Which kinds of marketing are poised to have the greatest impact in 2022? That's the main question we'll tackle in this month's meeting. AGENDA: • Client testimonials. Most of you can use these now, but how to find and gather them? • Video has been king for a while now when it comes to attracting and keeping attention online. Will 2022 be any differ…

1
Social Security and Medicare: What’s New for 2022 36:35

3y ago36:35

36:35

• Beyond the COLA: What else is there to know about Social Security in addition to the 5.9% jump in benefits? • The latest Social Security proposals in Congress: What are they? will they pass? What happens then? • 14.5% jump in Medicare premiums: Why did this happen and what does it mean? • Life-changing scenarios: How to educate clients and ask th…

1
A 4-Part Framework For Streamlining Your Business 38:42

3+ y ago38:42

38:42

What’s Working Now: This advisor has been developing checklists and flowcharts for himself and other advisors to help streamline business.

1
Biden Tax Plan—What Could Affect Clients Most 44:51

3+ y ago44:51

44:51

Certain elements of Biden's proposed tax plan such as a step up in basis and capital gains tax increases could have major repercussions for your clients. Get updated on the most impactful tax changes being talked about and what it could mean for your clients in the Savvy Tax Planning podcast here on AdvisorRadio with Debra Taylor, CPA/PFS, JD, CDFA…

1
Vital Cybersecurity Lessons from the SolarWinds Hack 15:55

4y ago15:55

15:55

The SolarWinds vulnerability, which allows hackers to get into the systems of government agencies like the Departments of Treasury and Defense, and Fortune 500 companies like Microsoft as well, was a massive cybersecurity breach. It's fallout and scope is hard to even imagine. There are important cybersecurity lessons to take away from the situatio…

1
A New Venmo Cash App Scam and How to Protect Yourself 25:16

4y ago25:16

25:16

Kathy was working from home and received a text message "from" Venmo asking her to validate recent charges she hadn't made. Her bank account being linked to her Venmo account, panic took over, and she called the number from the text right away. A short conversation with a "Venmo rep" stressing urgent action later, and Kathy was out $6500. She was t…

1
Want to Grow Your Influence with Cybersecurity Webinars? 20:40

4+ y ago20:40

20:40

HackTalk: With everyone working from home and many students learning remotely, hackers and scammers are on the attack. People and businesses need guidance on cybersecurity. In this episode of HackTalk, learn how to present cybersecurity webinars that will educate on this in-demand topic and earn attendees' gratitude. Plus, learn remote work securit…

1
Step by Step How I Brought On New Clients Without Meeting in Person 50:19

4+ y ago50:19

50:19

What's Working Now: This advisor explains how he brought on a high net worth client couple without ever meeting them in person.

1
Don’t Underestimate the Complexity: Why I Specialize in Student Loan Advice 50:03

4+ y ago50:03

50:03

What’s Working Now: This advisor realized that most of his clients were burdened by student loan debt and took on the challenge of learning its complexities.

1
Helping Your Business Owner Clients (and Yourself!) 27:43

4+ y ago27:43

27:43

Jeff Levine, co-creator of the Savvy Tax Planning Program, joins Sean Bailey to discuss the tax planning issues small business owners need to stay abreast of--and that includes advisors themselves.

1
Virtual Prospecting: How I Connect With Clients and Prospects Without Leaving the House 39:10

4+ y ago39:10

39:10

What’s Working Now: This advisor shares how he communicates virtually with clients and prospects, now more than ever.

1
How to Use Digital Communication to Build Relationships 32:11

4+ y ago32:11

32:11

Building relationships as a financial advisor virtually is not the same as doing it in person. Listen to David J.P. Fisher, author of "Hyper-Connected Selling" share his tips and tools for online relationship building with Ellen Rogin.

1
Embracing Change: How to Get Started With Webinars—Even if You’re not Tech-Savvy 49:27

4+ y ago49:27

49:27

This marketing consultant has learned plenty in pivoting from providing concierge service for seminars to setting up webinars—from filling seats to smoothing the technology experience for the advisor. Check out his tips for making the most hay from any online workshop.

1
Communicating Chaotic Markets and Tax Changes to Clients 28:39

4+ y ago28:39

28:39

Listen as Debra Taylor and Sean Bailey discuss the tax breaks contained in the CARES Act and how you need to be communicating that to clients.

1
It’s Not So Different: An Advisor Transitions to Online Education 41:26

4+ y ago41:26

41:26

What’s Working Now: This advisor describes three different online webinars he’s presented since the COVID-19 crisis began, and what he has learned from each situation.

1
Communication Techniques That Will Alleviate Client Fear and Confusion 31:19

4+ y ago31:19

31:19

Marcia Martin has trained some of the most influential thought leaders in the world. Learn her strategies for how to effectively talk to your clients in times of deep crisis and fear. In this show you’ll learn: What are the Laws of Communication and how to use them How to help your clients create space so they can hear what you’re saying How to hel…

1
You’re the Captain, Get on Your Bridge 29:21

4+ y ago29:21

29:21

What’s Working Now: Once the captain of a U.S. Navy helicopter carrier, this advisor explains how he is helping clients navigate today’s crisis by going full-steam ahead on virtual webinars and online classes.

1
A Day in the Life: Working From and Talking to Clients During the Pandemic 17:33

4+ y ago17:33

17:33

What’s Working Now: This advisor is keeping his morning routine even while working from home, and proactively communicating with clients during the pandemic.

1
Get Ready for the New Normal: Why Advisors Need Virtual Communication Now 46:15

4+ y ago46:15

46:15

What’s Working Now: This advisor shares how he has transitioned his financial education strategy online.

1
The Power of the Model: Calming Client Fears (and Bringing in New Assets) 25:09

4+ y ago25:09

25:09

What’s Working Now: This advisor got over his initial paralysis and started actively communicating about the crisis with clients, reminding them of their model.

1
What’s Working Now for the Best Advisors 29:48

4+ y ago29:48

29:48

How are other advisors handling the crisis? Ellen interviews Mitch Slater, a top UBS advisor about what’s working for him and his time. Listen in and learn the most important thing to be focusing on when talking to clients, the unique video Mitch and his team sent out to clients, and how his time has adjusted to working remotely and what’s working …

1
How to Sell in Times of Crisis 29:31

4+ y ago29:31

29:31

Lisa Dadd, sales trainer and coach shares with Ellen Rogin how to truly serve your clients during this challenging time and not feel icky about sales. Learn how to sell in sensitive times like these, how the title “advisor” sets you up to make this one critical mistake, and the best way to approach conversations with clients to build long-lasting l…

1
How to Make Sure Your Remote Office is Cybersecure 16:56

4+ y ago16:56

16:56

Learn what needs to be done to protect yourself and your clients while working remotely. Plus, emerging coronavirus threats and Zoom security issues on this episode of HackTalk.

1
5 Things Advisors Need to Be Doing in a Crisis 30:30

4+ y ago30:30

30:30

The world is crazy right now, but there are still smart moves you can be making when it comes to client communication and tax planning. Listen as Debra Taylor shares her expertise.

1
The Fed Acts, COVID-19 and Economic Anxieties Continue to Rattle Investors 19:46

5y ago19:46

19:46

Advisor TalkingPoints: As the country copes with the human impact of the coronavirus, the markets experience unprecedented volatility in reaction to the vast uncertainty. The strain to the economy is real, but the swift actions of the Fed may do a great deal to reduce long-term damage.

1
Putting the Panic into Perspective—Key Takeaways from the Market Plunge 21:02

5y ago21:02

21:02

1
10 Steps to Help a Newly Alone Spouse 33:20

5y ago33:20

33:20

1
What You Need to Know About Tax Identity Theft 19:51

5y ago19:51

19:51

1
Coronavirus—Communicating the Market’s Decline to Clients 17:48

5y ago17:48

17:48

1
Coronavirus and the Teflon Stock Market 17:48

5y ago17:48

17:48

1
Digging in Deeper: Answering Your Questions About the SECURE Act 30:32

5y ago30:32

30:32

1
How Tax Planning Nets Me My Biggest Clients 35:04

5y ago35:04

35:04

1
How to Find a Target Market You're Passionate About and Become a Niche Expert 34:46

5y ago34:46

34:46

5y ago19:25

19:25

Advisor TalkingPoints: Prepare for client interactions with this month’s dive into the labor market, recession indicators, Q3 earnings, the Fed’s upcoming meeting, and the outlook from the IMF.Kirjoittanut Horsesmouth

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