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Learn what really moves the needle in your business from advisor success stories and industry experts. From the latest marketing tactics working today, to advice for better serving your clients and guidance on running your practice more efficiently, AdvisorRadio gives you the insights you need to take your financial advisory business to the next level.
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show series
 
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.Από τον Horsesmouth
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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.Από τον Horsesmouth
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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…
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• 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…
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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…
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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…
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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…
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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…
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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.
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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…
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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 …
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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…
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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.
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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 sa…
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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 …
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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 li…
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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 an…
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