Advisorradio

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.

Listen in as Debra Taylor describes the pros and cons of various tax planning softwares her firm has been working with.

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.

Listen as Debra Taylor explains the processes her firm uses as they identify tax planning needs, and the software she is excited to work with.

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.

Advisor 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.

Disengaged, 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-233

What'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.

It'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 so crucial, how to take back control of your thinking, and more. Shownotes available: https://www.horsesmouth.com/advisorradio-231

What’s Working Now: This advisor used her experience signing up for Medicare to write a book which she uses as marketing.

We 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 need to change the locks after someone passes away.

What’s Working Now: This advisor tells us how she realized that health care costs are a crucial part of the financial planning process.

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.

What’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.

Too 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.

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.

Have 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 with them to help them use this trait to the best advantage, what not to say to an exquisitely sensitive client, and how to cultivate this trait in yourself.

What'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.

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.

What’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.