AdvisorRadio: Actionable Insights for Thriving Advisors

Money is linked to survival in our consciousness, and that stirs up all kinds of primal emotions--the dominant one being fear. Your clients are no different, and helping them work through their hang-ups about money will not only improve their well-being, but raise their estimation of your in their eyes as a trusted advisor.

Dr. Maria Nemeth, author of "The Energy of Money" and "Mastering Life Energies," shares with Ellen Rogin more information about these common money fears and how you can bring this topic up in conversation with clients and improve their outlook.

Podcasts keep growing in popularity and many advisors intuitively sense the power of the platform, but few understand how to start their own and what things they need to think about in order to make it successful.

Ben Krueger is a podcast strategist and founder of Cashflow Podcasting. In this conversation with Ellen Rogin, Ben provides an overview of what podcasting is and why it can be such a powerful tool for advisors to connect with prospects. If you've ever thought about starting your own podcast, Ben's advice will help you get a sound strategy in place so that you can get tangible results.

What's Working Now: This advisor found his calling—improving financial literacy in his community. Learn how he's doing it and how it completely changed his business.

What's Working Now: With a desire to be more efficient, this advisor and her team implemented a new email management process that leaves them feeling refreshed and productive. Learn how they do it here.

Advisor TalkingPoints: As you prepare for client interactions, Advisor TalkingPoints discusses ways to wade through the political swamp with clients. It also offers a summary of the latest Fed meeting, the Phillips Curve, retail sales and consumer confidence, and last week’s tech selloff.

What's Working Now: This advisor bit the bullet and hired a second full-time admin to schedule his meetings with COIs and improve his client outreach.

What's Working Now: This advisor discovered an online meeting service that helped her organize otherwise impossible meetings and improve her client education tactics.

Advisor TalkingPoints: As you prepare for client interactions, Advisor TalkingPoints discusses the political environment as it relates to investors, reviews Q1 earnings, problems among retailers and offers a look ahead.

What's Working Now: This financial advisor educates his public on behavioral finance and risk management. He teaches dinner workshops and university adult learning courses, and also appears as a guest speaker for local corporations. His advice: If you want to build your business this way, make sure you're teaching the "right" crowd. Here's how you do it.

When it comes to leadership, are you The Rebel, defying the status-quo in order to get things done, or are you closer to The Knight, drawing motivation from your loyalty to your clients? In this AdvisorRadio interview, Ellen Rogin talks with Lolly Daskal, author of "The Leadership Gap," about these, and other, leadership archetypes, and the common traps advisors fall into that keep them from being more effective leaders.