Created with Sketch.
AdvisorRadio Podcast for Financial Advisors by Horsesmouth
16 minutes | Feb 1, 2021
Vital Cybersecurity Lessons from the SolarWinds Hack
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 situation and to share with clients and members of your team.
25 minutes | Nov 18, 2020
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 | Aug 28, 2020
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 | Aug 21, 2020
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 | Aug 17, 2020
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 | Aug 10, 2020
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 | Jun 16, 2020
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 | Jun 9, 2020
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 | Jun 3, 2020
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 | May 28, 2020
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 | May 26, 2020
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 | May 26, 2020
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 | May 19, 2020
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 | May 12, 2020
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 | May 5, 2020
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 | Apr 29, 2020
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 | Apr 21, 2020
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 | Apr 8, 2020
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 | Apr 7, 2020
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 | Mar 26, 2020
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.
Terms of Service
Do Not Sell My Personal Information
© Stitcher 2021