AdvisorRadio: Actionable Insights for Thriving Advisors

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.

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.

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.

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.

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.

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.

Financial writer and Horsesmouth columnist Charles Sherry, MSc, provides his overview of the forces behind this week's market turmoil, when we should get worried about a recession, and what the essential message we should be communicating to anxious clients is. Listen now.

What's Working Now: When the husband in a client couple passed on, this advisor stepped in to help the widow navigate her new emotional, social and financial landscape. Now he has become the go-to expert on this passage for his clients and their friends.

Tax Identity Theft is not new, but the tactics hackers are using to steal refunds are changing. Learn how to protect yourself and your clients this tax season. Plus, get updated on recent updates on the 2017 Equifax breach and cybersecurity concerns surrounding the 2020 census.

Advisor TalkingPoints: Prepare for client interactions with this review of key data points on coronavirus, market reaction, and an outline that to guides you on how to handle client responses to the evolving situation.

Advisor TalkingPoints: As you prepare for client interactions, Advisor Talking Points reviews the impact from the coronavirus, QE and stocks, the Fed, positive economic numbers, and earnings

Listen in as Debbie and Sean talk through some of the questions Savvy Tax Planning members have about the SECURE Act, particularly the "Death of the Stretch IRA."

What's Working Now: By educating prospects about taxes in retirement and then helping individuals make savvy tax planning moves, this advisor paves the way to bringing them on for comprehensive investment and financial planning services.

Four years ago, Jen Dawson decided that she wanted to work exclusively with women lawyers and help them achieve financial freedom. She has since become a thought leader within this market and she has never been happier with the work she does for her clients. Learn how she built her niche, and how you can apply what she learned in your own niche marketing efforts, in her conversation with Ellen Rog...

What's Working Now: This insurance agent educates clients about Medicare and sells them policies – all while keeping the focus on their financial advisor.

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...

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 tea...

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...

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