Advisorradio

What’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 business

Advisor 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.

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 college application process can look like for 2019.

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 compelling. You can watch the video of that talk here: https://www.horsesmouth.com/nailing-your-presentation-introduction-by-following-the-dynamic-patterned-opening

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.

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 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.

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 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.

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 cultivate today, how to build good networking karma, and the best practices for using digital tools like LinkedIn to grow your business.

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. 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.

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.