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AdvisorRadio Podcast for Financial Advisors by Horsesmouth
25 minutes | 15 days ago
A New Venmo Cash App Scam and How to Protect Yourself
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 the victim of a new Venmo scam. Learn everything about this scam, including how to protect yourself and your clients, in this edition of the HackTalk podcast.
21 minutes | 3 months ago
Want 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?
50 minutes | 3 months ago
Step by Step How I Brought On New Clients Without Meeting in Person
What's Working Now: This advisor explains how he brought on a high net worth client couple without ever meeting them in person.
50 minutes | 4 months ago
Don’t Underestimate the Complexity: Why I Specialize in Student Loan Advice
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.
28 minutes | 4 months ago
Helping 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.
39 minutes | 6 months ago
Virtual Prospecting: How I Connect With Clients and Prospects Without Leaving the House
What’s Working Now: This advisor shares how he communicates virtually with clients and prospects, now more than ever.
32 minutes | 6 months ago
How to Use Digital Communication to Build Relationships
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.
49 minutes | 6 months ago
Embracing Change: How to Get Started With Webinars—Even if You’re not Tech-Savvy
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.
29 minutes | 6 months ago
Communicating Chaotic Markets and Tax Changes to Clients
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.
41 minutes | 6 months ago
It’s Not So Different: An Advisor Transitions to Online Education
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.
31 minutes | 6 months ago
Communication Techniques That Will Alleviate Client Fear and Confusion
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 help you and your clients reduce fear and confusion
29 minutes | 6 months ago
You’re the Captain, Get on Your Bridge
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.
18 minutes | 7 months ago
A Day in the Life: Working From and Talking to Clients During the Pandemic
What’s Working Now: This advisor is keeping his morning routine even while working from home, and proactively communicating with clients during the pandemic.
46 minutes | 7 months ago
Get Ready for the New Normal: Why Advisors Need Virtual Communication Now
What’s Working Now: This advisor shares how he has transitioned his financial education strategy online.
25 minutes | 7 months ago
The 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.
30 minutes | 7 months ago
What’s Working Now for the Best Advisors
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 for them now.
30 minutes | 8 months ago
How to Sell in Times of Crisis
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 loyal relationships.
17 minutes | 8 months ago
How to Make Sure Your Remote Office is Cybersecure
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.
30 minutes | 8 months ago
5 Things Advisors Need to Be Doing in a Crisis
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.
20 minutes | 8 months ago
The Fed Acts, COVID-19 and Economic Anxieties Continue to Rattle Investors
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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