AdvisorRadio: Actionable Insights for Thriving Advisors

What’s Working Now: This advisor shares how she uses a smart board in client meetings to increase connections and efficiency.

Generosity is a powerful path toward building your business and prosperity, and it's a topic that naturally segues into legacy building with clients and their heirs.

But for some reason, many advisors have hang-ups about bringing up philanthropy with clients. In this episode of AdvisorRadio, Ellen Rogin talks with Mark Ewert, author of "The Generosity Path," about the importance of giving and philanthropy and how it can strengthen the advisor/client relationship.

What’s Working Now: Looking to build a national clientele, this advisor began producing podcasts which put him in the ears and minds of thousands of new people. Hear how he did it.

What's Working Now: This advisor started a new business with no clients and used networking to quickly grow his business in just one year.

Emails, texts, and other tech-based methods make it incredibly easy to get in touch with clients. So easy, that more and more of us are using these channels exclusively. But when you never talk to a client over the phone or see them face-to-face, the personal connect is missed and the relationship suffers. Though you are always connected, you grow distant.

Ellen Rogin talks with Holland Haiis in this edition of AdvisorRadio. Holland is a digital detox & connectivity expert who specializes in helping professionals stay consciously connected with their clients. Holland shares some important information about the balancing act we need to have in our client communications between technology and more personal methods such as good old-fashioned picking up the phone.

What's Working Now: This advisor took his background in education to pursue a career in financial planning and uses a five step process and complimentary reviews to gain new clients.

Advisor TalkingPoints: As you prepare for client interactions, Advisor TalkingPoints discusses the primary drivers behind the market, stock buybacks, signs of a firm economy, and a look ahead.

What's Working Now: This advisor is giving workshops for large audiences of local centers-of-influence, including estate-planning attorneys and CPAs. The result is a steady pipeline of referrals and a strong reputation in the community.

What’s Working Now: This advisor sends his clients birthday cards, then follows up with a phone call to emphasize his goodwill towards them.

Advisor Talking Points: As you prepare for client interactions, Advisor Talking Points discusses the lack of market volatility, Yellen’s recent testimony, soft inflation, the close tie between Treasury yields and Europe, and a look ahead.