AdvisorRadio: Actionable Insights for Thriving Advisors
Learn what really moves the needle in your business from financial 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.
Episodes
Financial advisors are beginning to leverage AI for efficiency and advanced applications, but many untapped opportunities remain. While some advisors are using AI for strategic business planning, compliance documentation, and multilingual capabilities, others are still exploring where it fits into their practice.
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Nearly 20% of advisors are already using AI to brainstorm marketing strategies, with many leveraging it for investment proposals, niche research, and social media content creation. The future is here.
Sean Bailey and Devin Kropp from Horsesmouth explore:
• How advisors are framing AI prompts for valuable marketing insights
• The safeguards every advisor should have when using AI for investment proposals
• How AI is helping advis...
Financial advisors are turning to artificial intelligence to streamline their workflow, improve client engagement, and grow their businesses. In this episode, the Horsesmouth team explores how advisors are successfully integrating AI into their practices—and how you can do the same.
You'll learn how leading advisors are:
What's Working Now: This advisor started paying attention to the kids of his original clients and has prevented millions of dollars in assets from walking out the door.
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.
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.
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 different?
• Target marketing in 2022. Why it's important to start looking beyond Baby Boom...
• 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 the right questions to get clients the benefits they are entitled to.
What's Working Now: This advisor has been developing checklists and flowcharts for himself and other advisors to help streamline business.
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, founder and principal of the Taylor Financial Group and Sean Bailey, Horsesmouth Ed...
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.
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 pr...
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...
What's Working Now: This advisor explains how he brought on a high net worth client couple without ever meeting them in person.
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.
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.
What's Working Now: This advisor shares how he communicates virtually with clients and prospects, now more than ever.
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.
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.
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.
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