AdvisorRadio: Actionable Insights for Thriving Advisors

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 and what's junk, why now is the best time to pare do...

What's Working Now: This advisor tells us how she realized that health care costs are a crucial part of the financial planning process.

Advisor TalkingPoints: Prepare for client interactions with this month's dive into the labor market, recession indicators, Q3 earnings, the Fed's upcoming meeting, and the outlook from the IMF.

What's Working Now: This advisor tells us how he was afraid to teach about Medicare, a complex topic, but took the leap and has had success.

Too many advisors forget that their advisory practice is also a business, and get caught up in management and scalability challenges. Don't let that be you. Instead, focus on a vision and make a plan. Here's how to get started.

It's easy to be so busy with clients and your team that you don't make time to work on the business of your business, but this is a big mistake when it comes to sustainable growth. Ellen Rogin's guest for this episode, business strategist Sherré DeMao, shares her Sustainable Growth Model™ that leads to greater profitability and business value. In this show you'll learn how corporate culture is tie...

Have you ever thought someone was "just too sensitive?" Maybe you thought this about a client, team member, or someone in your family. Maybe you've been accused of this yourself. In this show you'll learn why this may actually be a superpower and how being exquisitely sensitive might be a key to growing your business. In this conversation between Ellen Rogin and author and speaker Maggie Dillon Ka...

What's Working Now: This advisor tells us how he got tired of doing the same retirement planning speech as everyone else and decided to focus on college planning to grow his business.

Advisor TalkingPoints: Prepare for client interaction with this month's review of the September Fed meeting, the yield curve, economic reports, earnings and stocks, and more.

What's Working Now: This advisor tells us how teaching about taxes is giving him more appointments than he can handle. Plus, how to tap into an underserved COI niche that exists in every community.

Listen in as Sean Bailey and Debra Taylor discuss an underused and often-misunderstood retirement savings vehicle: the Health Savings Account.

Learn what's working now for advisors looking to grow their businesses in this talk with Patrick Tucker, 7-figure wealth manager and financial advisor coach and educator. You'll learn how to really find the niche you'll be most successful in serving, the mindset that traps many advisors and limits their success, what's the most important thing to have on your website, and more. To get your free co...

What's Working Now: This advisor tells us how he built his business by being a financial educator and teaching multi-hour courses.

What's Working Now: This advisor tells us how she went from the world of trusts and investment managing to helping advisors and families understand more about philanthropy.

Listen in as Sean Bailey and Jeffrey Levine examine possible future tax changes and how advisors should respond.

What's Working Now: This advisor tells us how he has had success putting on Social Security presentations in his office, during lunch or brunch, for small groups.

Retired market analyst Walter Deemer has weathered every bear and bull market of the last half century. Author of Horsesmouth's "Daily Deemer Report" for nearly two decades, here he discusses his new book, "When the Time Comes to Buy, You Won't Want To", and what advisors should be thinking about now.

What's Working Now: This advisor shares how she saw a need for more understanding among clients, and wrote a book to help educate them.

What's Working Now: This advisor tells us how she looked for clients she wanted to "replicate" and developed it into a niche of medical professionals.

Savvy Tax has gotten lots of questions about the tax brain teaser featured in "How Tax Planning Changes Through Four Stages of Retirement." Jeffrey Levine walks you through the surprising truth about the Social Security tax torpedo, and explains how to use the Presentation User Manual.

What's Working Now: This advisor shares how he uses educational workshops to grow his book of business.

Every wondered if you should start your own podcast? It took Mitch Slater 9 years to get it going at UBS, but now it's a huge success. Listen in and learn the most important reason to do a podcast and the wrong reason to do one, how to come up with guests and topics for your show, how to market your show, and how often to do a podcast along with the best length.

In this show, host Ellen Rogin talks with author and consultant Holly Buchanan about how to stay calm and cool in conflict situations and difficult conversations. Learn how to turn conflict situations into relationship building opportunities with clients, what happens to your brain when you get triggered and how to regain control, and why most conflict handling techniques don't work.

What's Working Now: This advisor chose to specialize in Medicare insurance, able to help people through the complex decisions.

Debra Poneman has trained many of the most influential, transformational leaders in the world. Learn from her what "relationship capital" is and how to use it to build your business, the importance of visualizing your goals and when to say "That's for me!" to get what you picture more quickly, and what not to do if you want to see your vision turn into reality.