AdvisorRadio: Actionable Insights for Thriving Advisors

Advisor TalkingPoints: As you prepare for client interactions, Advisor TalkingPoints discusses the long-running bull market – its causes and risks to the outlook, Q2 earnings season, key economic reports, Turkey, the Fed and more.

What’s Working Now: This advisor shares how he made a change in his practice so that staff meetings stopped be a time drag.

What’s Working Now: This advisor tells how he created a video sharing his story, and why he thinks every advisor should do the same.

What’s Working Now: This advisor shares how he began a cigar and whiskey pairing event four years ago, and why he continues.

What’s Working Now: When this advisor realized many prospects were ruining their retirement hopes and dreams by taking on huge college tuition bills, he began to engage with people earlier around college planning, saving them considerable money and helping them view it as a retirement planning issue.

What’s Working Now: After cutting out all of the personal hobbies that she enjoyed from her schedule, this advisor was still struggling to get done all that she had set out for herself to do each week. Through working with a coach, she learned how to prune her to-do list and let go of the perfectionist tendencies that were getting in the way.

Advisor TalkingPoints: As you prepare for client interactions, Advisor TalkingPoints discusses inflation, animal spirits, the Fed’s rate hike, faster consumer spending, and the slowdown in Europe. It also includes preview of Q2 earnings.

How do you go from being a little-known advisor in your community to being the person everyone knows when they think of financial services? Influence is the key--listen as Ellen Rogin interviews Teresa de Grosbois, best-selling author of "Mass Influence: The Habits of the Highly Influential," about how to overcome your self-doubt and negative thoughts and step up to becoming the go-to advisor in your community.

What's Working Now: This advisor changed her mind about holding workshops and made her focus delivering them for women. The result? She wishes she had started doing them years ago.

Advisor TalkingPoints: As you prepare for client interactions, Advisor Talking Points discusses valuations, rising oil prices, a growing labor shortage, Q1 profits and market reaction, and the impact on the midterm election on stocks