Shows
AdvisorRadio: Actionable Insights for Thriving AdvisorsAI for Practice Efficiency: How Advisors Are Streamlining Workflows and Unlocking New OpportunitiesFinancial advisors are beginning to leverage AI for efficiency and advanced applications, but many untapped opportunities remain. While some advisors are using AI for strategic business planning, compliance documentation, and multilingual capabilities, others are still exploring where it fits into their practice. Hear Sean Bailey and Devin Kropp from Horsesmouth share insights on: How advisors are using AI for strategic business planning and what initiatives they are developing The workflows being built around AI-powered data extraction from documents The opportunities and risks of using AI for compliance documentation The potential of AI-driven multilingual capabilities and personalized fina...2025-03-0343 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsAI-Powered Marketing: How Financial Advisors Are Winning Clients in 2025Nearly 20% of advisors are already using AI to brainstorm marketing strategies, with many leveraging it for investment proposals, niche research, and social media content creation. The future is here. Sean Bailey and Devin Kropp from Horsesmouth explore: • How advisors are framing AI prompts for valuable marketing insights • The safeguards every advisor should have when using AI for investment proposals • How AI is helping advisors identify and dominate specialized markets • The untapped potential of AI-driven client personas • The platforms advisors are prioritizing for AI-assisted social media strategies Get expert insights & real-world stra...2025-02-2840 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsAI Revolution in Financial Advisory: Trends and TransformationsFinancial advisors are turning to artificial intelligence to streamline their workflow, improve client engagement, and grow their businesses. In this episode, the Horsesmouth team explores how advisors are successfully integrating AI into their practices—and how you can do the same. You'll learn how leading advisors are: Reducing administrative work by using AI for post-meeting notes, cutting a two-hour task down to 20 minutes. Delivering more impactful client meetings with AI-powered agenda creation and strategic planning. Improving marketing and business development with AI-driven website audits, automated client outreach, and content creation. Leveraging AI tools like ChatGPT, Claude, Ge...2025-02-2633 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsSocial Security and Medicare: What’s New for 2022• 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 the right questions to get clients the benefits they are entitled to. Elaine Floyd, CFP®, creator of Horsesmouth's Savvy Social Security and Medicare programs, tackles the above questions and more. Elaine will also talk abou...2021-12-0236 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsBiden Tax Plan—What Could Affect Clients MostCertain 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, founder and principal of the Taylor Financial Group and Sean Bailey, Horsesmouth Editor-in-Chief.2021-06-1844 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsWant to Grow Your Influence with Cybersecurity Webinars?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 security tips that can keep your team’s, and your clients’, data safe, and hear the latest on the TikTok ban situation--is it really unsafe?2020-08-2820 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsStep by Step How I Brought On New Clients Without Meeting in PersonWhat's Working Now: This advisor explains how he brought on a high net worth client couple without ever meeting them in person.2020-08-2150 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsDon’t Underestimate the Complexity: Why I Specialize in Student Loan AdviceWhat’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.2020-08-1850 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsHelping Your Business Owner Clients (and Yourself!)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.2020-08-1027 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsVirtual Prospecting: How I Connect With Clients and Prospects Without Leaving the HouseWhat’s Working Now: This advisor shares how he communicates virtually with clients and prospects, now more than ever.2020-06-1639 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsHow to Use Digital Communication to Build RelationshipsBuilding 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.2020-06-1032 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsEmbracing Change: How to Get Started With Webinars—Even if You’re not Tech-SavvyThis 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.2020-06-0349 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsCommunicating Chaotic Markets and Tax Changes to ClientsListen 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.2020-05-2828 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsIt’s Not So Different: An Advisor Transitions to Online EducationWhat’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.2020-05-2741 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsCommunication Techniques That Will Alleviate Client Fear and ConfusionMarcia 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 help you and your clients reduce fear and confusion 2020-05-2631 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsYou’re the Captain, Get on Your BridgeWhat’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.2020-05-2029 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsA Day in the Life: Working From and Talking to Clients During the PandemicWhat’s Working Now: This advisor is keeping his morning routine even while working from home, and proactively communicating with clients during the pandemic.2020-05-1317 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsGet Ready for the New Normal: Why Advisors Need Virtual Communication NowWhat’s Working Now: This advisor shares how he has transitioned his financial education strategy online.2020-05-0546 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsThe Power of the Model: Calming Client Fears (and Bringing in New Assets)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.2020-04-2925 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsWhat’s Working Now for the Best AdvisorsHow 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 for them now.2020-04-2129 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsHow to Sell in Times of CrisisLisa 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 loyal relationships.2020-04-0829 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsHow to Make Sure Your Remote Office is CybersecureLearn 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.2020-04-0716 min
AdvisorRadio: Actionable Insights for Thriving Advisors5 Things Advisors Need to Be Doing in a CrisisThe 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.2020-03-2630 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsThe Fed Acts, COVID-19 and Economic Anxieties Continue to Rattle InvestorsAdvisor 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.2020-03-1819 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsPutting the Panic into Perspective—Key Takeaways from the Market PlungeFinancial writer and Horsesmouth columnist Charles Sherry, MSc, provides his overview of the forces behind this week's market turmoil, when we should get worried about a recession, and what the essential message we should be communicating to anxious clients is. Listen now.2020-03-0621 min
AdvisorRadio: Actionable Insights for Thriving Advisors10 Steps to Help a Newly Alone SpouseWhat's Working Now: When the husband in a client couple passed on, this advisor stepped in to help the widow navigate her new emotional, social and financial landscape. Now he has become the go-to expert on this passage for his clients and their friends.2020-03-0333 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsWhat You Need to Know About Tax Identity TheftTax Identity Theft is not new, but the tactics hackers are using to steal refunds are changing. Learn how to protect yourself and your clients this tax season. Plus, get updated on recent updates on the 2017 Equifax breach and cybersecurity concerns surrounding the 2020 census.2020-02-2719 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsCoronavirus—Communicating the Market’s Decline to ClientsAdvisor TalkingPoints: Prepare for client interactions with this review of key data points on coronavirus, market reaction, and an outline that to guides you on how to handle client responses to the evolving situation.2020-02-2617 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsCoronavirus and the Teflon Stock MarketAdvisor TalkingPoints: As you prepare for client interactions, Advisor Talking Points reviews the impact from the coronavirus, QE and stocks, the Fed, positive economic numbers, and earnings2020-02-2117 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsDigging in Deeper: Answering Your Questions About the SECURE ActListen in as Debbie and Sean talk through some of the questions Savvy Tax Planning members have about the SECURE Act, particularly the "Death of the Stretch IRA."2020-02-1930 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsHow Tax Planning Nets Me My Biggest ClientsWhat’s Working Now: By educating prospects about taxes in retirement and then helping individuals make savvy tax planning moves, this advisor paves the way to bringing them on for comprehensive investment and financial planning services.2020-02-1435 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsHow to Find a Target Market You're Passionate About and Become a Niche ExpertFour years ago, Jen Dawson decided that she wanted to work exclusively with women lawyers and help them achieve financial freedom. She has since become a thought leader within this market and she has never been happier with the work she does for her clients. Learn how she built her niche, and how you can apply what she learned in your own niche marketing efforts, in her conversation with Ellen Rogin. Show notes available here: http://www.horsesmouth.com/advisorradio-2342020-02-0334 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsWhy I Stepped in to Help Other Advisors' Clients Navigate MedicareWhat’s Working Now: This insurance agent educates clients about Medicare and sells them policies – all while keeping the focus on their financial advisor.2020-02-0358 min
AdvisorRadio: Actionable Insights for Thriving Advisors3 Cybersecurity Scams That Wreaked Havoc Over the Last Decade and New Threats Poised to Plague the 2020'sListen 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.2020-01-1328 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsGetting Nitty-Gritty With Tax Planning Software: Part 2Listen in as Debra Taylor describes the pros and cons of various tax planning softwares her firm has been working with.2019-12-1945 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsProfits and Performance: What’s the Link?Advisor TalkingPoints: Prepare for client interactions with this month’s review. First we analyze the link between earnings and stock market performance, then consider 2019, recession talk, employment growth…and take a look ahead.2019-12-1223 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsHow We Use Tax Planning Software to Help ClientsListen as Debra Taylor explains the processes her firm uses as they identify tax planning needs, and the software she is excited to work with.2019-11-2524 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsDismal Cybersecurity Quiz Results Reveal Opportunities for Advisors, Newborns Target of Identity-Theft, and Should You Give Your Doctor Your Social Security Number?A new cybersecurity survey from Pew Research Center reveals just how much help the public needs with this topic. Plus, newborns are falling victim to identity thieves before they even get home from the hospital! Learn how to help parents protect their children. And, should you really give your doctor's office your Social Security number? What to say when they ask.2019-11-2214 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsHow Rate Cuts Influence Stocks—a Review of the DataAdvisor TalkingPoints: Prepare for client interactions with this month’s look at market performance following rate cuts, a broad gauge of the economy, earnings, stock buybacks, and more.2019-11-1420 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsThe Secret to Inspiring Trust and Passion in Your TeamDisengaged, isolated team members merely go through the motions. Passionate team members who trust their co-workers give their all and go the extra mile for clients. So how do you keep your team inspired? Listen as Ellen Rogin tackles this challenge with leadership expert Robb Holman. You'll learn how to bridge the engagement gap and get your team loving work, the one question that will build team trust, how proactive listening can make all the difference, the method to turn team conflict into a superpower, and more. Show notes: www.horsesmouth.com/advisorradio-2332019-11-1335 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsNetworking With COIs Through Social Security and Medicare ExpertiseWhat's Working Now: This advisor tells us how he built his business through talking about Social Security, then added Medicare as a way to differentiate himself.2019-11-1137 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsEnding Self-Sabotage—The Enemy Is in the MirrorIt's our own limited thinking that most keeps us back from achieving what we so desperately want in our lives. Time to free up your mojo and let yourself do what you were born to do—succeed! Matt Anderson is a Mastermind leader, speaker, author and podcast host who, at 51, found his calling in life to help financial advisors take bigger leaps in life. Listen as he talks with Ellen Rogin about how to use 1% habits to make big boosts in outcomes, the value of disappointment, keys to busting through the achievement ceiling, why being in a mastermind group is...2019-11-0738 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsHow I Used My Experience to Write a Simple Medicare BookWhat’s Working Now: This advisor used her experience signing up for Medicare to write a book which she uses as marketing.2019-10-2823 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsJunk, Junk, Junk—How to Rid a Home of Unwanted StuffWe have so much stuff! Your clients and their aging parents can be burdened by the process of downsizing. Learn from relocation and organization expert, Sharon McRill as she talks with Ellen Rogin about how to be smart in the process and be a hero to your clients. In this show we talk about hot to figure out what how to figure out what has value and what's junk, why now is the best time to pare down and the risk you take if you wait even 5 years, how to reduce the stress during a move, and why you...2019-10-2429 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsYou Need to Understand Medicare as a Basic Part of a Retirement Income PlanWhat’s Working Now: This advisor tells us how she realized that health care costs are a crucial part of the financial planning process.2019-10-2129 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsInvestors Chart Their Way Through Uncertain WatersAdvisor 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.2019-10-1719 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsBeing There When I Have Nothing to Sell: Why I Teach Social Security and MedicareWhat’s Working Now: This advisor tells us how he was afraid to teach about Medicare, a complex topic, but took the leap and has had success.2019-10-1440 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsTreat Your Business Like a Business: How to Increase Advisor ProfitabilityToo many advisors forget that their advisory practice is also a business, and get caught up in management and scalability challenges. Don't let that be you. Instead, focus on a vision and make a plan. Here's how to get started.2019-10-0935 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsThe Business of Growing Your BusinessIt’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 Atten...2019-10-0738 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsToo Sensitive? Why It's a Superpower, Not a FaultHave you ever thought someone was “just too sensitive?” Maybe you thought this about a client, team member, or someone in your family. Maybe you’ve been accused of this yourself. In this show you’ll learn why this may actually be a superpower and how being exquisitely sensitive might be a key to growing your business. In this conversation between Ellen Rogin and author and speaker Maggie Dillon Katz, learn about what it means to be exquisitely sensitive and which famous people use these skills well, how to know if someone on your team is highly sensitive and how to work...2019-10-0336 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsPutting Some Youth in My Client Base: Why I Dived Into College PlanningWhat's Working Now: This advisor tells us how he got tired of doing the same retirement planning speech as everyone else and decided to focus on college planning to grow his business.2019-09-3030 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsGetting Clients Comfortable With the Ebb and Flow of Economic TidesAdvisor 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.2019-09-1914 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsWhat Gives Me an Edge Over Other Financial PlannersWhat’s Working Now: This advisor tells us how teaching about taxes is giving him more appointments than he can handle. Plus, how to tap into an underserved COI niche that exists in every community.2019-09-1731 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsThe Amazing Triple Tax Benefits of HSAsListen in as Sean Bailey and Debra Taylor discuss an underused and often-misunderstood retirement savings vehicle: the Health Savings Account.2019-09-1315 min
AdvisorRadio: Actionable Insights for Thriving Advisors'You Are the Niche'—A 7-Figure Advisor Shares the Marketing Methods Working TodayLearn what’s working now for advisors looking to grow their businesses in this talk with Patrick Tucker, 7-figure wealth manager and financial advisor coach and educator. You’ll learn how to really find the niche you’ll be most successful in serving, the mindset that traps many advisors and limits their success, what’s the most important thing to have on your website, and more. To get your free copy of Patrick’s book, "The Evolved Advisor," visit https://www.truemeasure.info/ellen2019-09-1236 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsWhy I Teach 6-Hour College ClassesWhat’s Working Now: This advisor tells us how he built his business by being a financial educator and teaching multi-hour courses.2019-09-1041 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsGive to Live: Why Advisors Should Be More Involved in PhilanthropyWhat's Working Now: This advisor tells us how she went from the world of trusts and investment managing to helping advisors and families understand more about philanthropy.2019-08-2725 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsLooking Ahead: Thinking About Changes to the Capital Gains Tax and Stretch IRAsListen in as Sean Bailey and Jeffrey Levine examine possible future tax changes and how advisors should respond.2019-08-2031 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsKeep it Simple: Teaching Social Security in a Way That Works for MeWhat’s Working Now: This advisor tells us how he has had success putting on Social Security presentations in his office, during lunch or brunch, for small groups.2019-08-1933 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsDecisions, Decisions: When to Buy, When to SellRetired market analyst Walter Deemer has weathered every bear and bull market of the last half century. Author of Horsesmouth’s “Daily Deemer Report” for nearly two decades, here he discusses his new book, "When the Time Comes to Buy, You Won’t Want To", and what advisors should be thinking about now.2019-08-1944 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsSharing the Gift of MoneyWhat's Working Now: This advisor shares how she saw a need for more understanding among clients, and wrote a book to help educate them.2019-08-1317 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsHow I Found the Niche Already in My Book and Leveraged ItWhat'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.2019-08-0528 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsIs That a Typo for the Tax Brain Teaser?Savvy Tax has gotten lots of questions about the tax brain teaser featured in "How Tax Planning Changes Through Four Stages of Retirement." Jeffrey Levine walks you through the surprising truth about the Social Security tax torpedo, and explains how to use the Presentation User Manual.2019-07-2420 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsReaching People Through Social Security and MedicareWhat’s Working Now: This advisor shares how he uses educational workshops to grow his book of business.2019-07-1521 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsShould You Start Your Own Podcast?Every wondered if you should start your own podcast? It took Mitch Slater 9 years to get it going at UBS, but now it’s a huge success. Listen in and learn the most important reason to do a podcast and the wrong reason to do one, how to come up with guests and topics for your show, how to market your show, and how often to do a podcast along with the best length.2019-07-1132 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsStop Getting Triggered–Keep Your Cool, Win Respect and Increase Influence using Verbal AikidoIn this show, host Ellen Rogin talks with author and consultant Holly Buchanan about how to stay calm and cool in conflict situations and difficult conversations. Learn how to turn conflict situations into relationship building opportunities with clients, what happens to your brain when you get triggered and how to regain control, and why most conflict handling techniques don't work.2019-07-1035 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsWhy I Chose to Become a Medicare CoachWhat’s Working Now: This advisor chose to specialize in Medicare insurance, able to help people through the complex decisions.2019-07-0830 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsHow to Use Relationship Capital to Build Your BusinessDebra Poneman has trained many of the most influential, transformational leaders in the world. Learn from her what “relationship capital” is and how to use it to build your business, the importance of visualizing your goals and when to say “That’s for me!” to get what you picture more quickly, and what not to do if you want to see your vision turn into reality.2019-07-0235 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsTax Planning and Long-Term Care ConsiderationsListen in as Sean Bailey and Jeffrey Levine take stock of the current long-term care insurance market and the most tax-efficient way to pay for end-of-life expenses.2019-06-2840 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsWorking with the Emotional Investor: Proactively Teaching Clients Before the Market CrashWhat’s Working Now: This behavioral finance coach works with advisors, teaching them to help clients through the emotions of investing.2019-06-2540 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsHow Stocks React to Fed Rate CutsAdvisor TalkingPoints: As you prepare for client interactions, review rate cut and stock market data, the Fed’s June meeting, payrolls, Europe’s dovish turn, and a look ahead at important events.2019-06-2016 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsHow to Use Mind-Body Training to Boost Your Productivity and JoyLearn 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.2019-06-1732 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsBaltimore Hacked, Defending Against Business Email Compromise, Hackers Target Online ShoppersHackTalk: 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.2019-06-0424 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsWhy I Went From Investment Advisor to Full-Time College ConsultantWhat’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 business2019-05-2836 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsTrade Headlines Whipsaw StocksAdvisor 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.2019-05-2321 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsIRMAA: The Hidden Medicare TaxListen as Debra Taylor and Sean Bailey discuss the Medicare Income-Related Monthly Adjustment Amount and why you need to integrate it into your planning.2019-05-1626 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsWhere 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 2019.2019-04-2418 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsCreating Family: How I Build Long-Lasting Relationships With My ClientsWhat’s Working Now: This advisor shares with us the events and tactics he uses to turn clients into family.2019-04-1532 min
AdvisorRadio: Actionable Insights for Thriving Advisors8 Keys to an 80% Appointment RateWhen 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-opening2019-04-0437 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsEffective Strategies to Take Your Business to the Next LevelLearn 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.2019-04-0129 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsA Passion for Helping Retirees Avoid TaxesWhat’s Working Now: This advisor shares how he has a passion to help retirees understand how taxes will work in retirement.2019-03-2538 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsHow You Can Connect More Deeply with Your ClientsIt’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.2019-03-2231 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsInvestors Look Past the Wall of WorryAs you prepare for client interactions, Advisor TalkingPoints looks at the latest Fed meeting, mixed economic reports, financial conditions, Europe, and Q1 earnings.2019-03-2115 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsCollege Admissions Scandal: Big Takeaways for Your Clients and ProspectsThe 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.2019-03-1920 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsLike Netflix, But for Financial PlanningWhat’s Working Now: This advisor shares how she wanted to help people who weren't getting service under the traditional model.2019-03-1839 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsBuilding My Platform: How Podcasts Work for MeWhat’s Working Now: This advisor explains his process for creating a successful podcast that provides a platform to share expertise and build his business.2019-03-1239 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsHow I Use Craft Beer to Bring in Prospects to My WorkshopsWhat’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.2019-03-0521 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsWhy I Started Charging For Stuff I Used to Do For FreeWhat’s Working Now: This advisor explains his pricing structure for offering Social Security and Medicare help.2019-02-2539 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsThe Most Important Skill You Need to Grow Your BusinessIt'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.2019-02-1537 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsWorkshops With a Sense of Urgency: The New Tax Law BriefingWhat’s Working Now: Presenting the New Tax Law Briefing to clients and prospects has led to new business for this advisor.2019-02-1327 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsHow I Build Relationships and Gain Clients With College PlanningWhat’s Working Now: Collaborating with local college prep counselors to offer college planning services2019-02-1137 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsThe Brain Hacks You Need to Revolutionize Your ProductivityHow 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. Listen as he shares the "brain hacks" he used to take charge of his life and achieve greater results in this conversation with Ellen Rogin. You can use them to reclaim your time and attention and get more done.2019-02-0835 min
AdvisorRadio: Actionable Insights for Thriving Advisors5 Ways to Cut the Cost of CollegePaying 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.2019-02-081h 06
AdvisorRadio: Actionable Insights for Thriving AdvisorsHow to Wow Your Clients by Exceeding Their ExpectationsClients 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 founder of 360Connext, and learn how to personalize each point of your client journey so that your clients feel that they matter and never once second-guess choosing you.2019-01-2835 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsHow Facebook Helped Me Create Community and Open UpWhat’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.2019-01-1832 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsShrinking the Fed’s Balance Sheet – Why it May Not MatterAdvisor 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.2019-01-1717 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsFinding the Courage to Follow My PassionWhat’s Working Now: This advisor shares how she started in the family insurance business, but came to find her passion in financial planning2019-01-1428 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsHow to Gain the Confidence of a Top ProducerConfidence 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 and learn how to put simple, yet effective processes into place in your business that will guarantee you serve your clients well, and give you the surge of confidence that comes along with doing that.2019-01-1135 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsStarting Fresh: How We Left Our Broker-Dealer and Started a New CompanyWhat’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.2019-01-0733 min
AdvisorRadio: Actionable Insights for Thriving AdvisorsWhy Your Team's Culture is the Key to Unlocking High PerformanceDo 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.2018-12-0700 min