AdvisorRadio: Actionable Insights for Thriving Advisors

What's Working Now: This advisor likes to surprise his new clients with a welcome care package that averts buyer's remorse and cements those client relationships.

Advisor TalkingPoints: As you prepare for client interactions, Advisor TalkingPoints evaluates geopolitical uncertainty, the start of Q1 earnings, two important economic reports, the upcoming GDP report, and a new wrinkle for the Fed.

We've all had those days where we wake up super-charged, motivated to get things done and make the day a success. Wouldn't it be great if every day went like that? It can, but you need a system in place to keep you motivated and moving forward.

In this episode of AdvisorRadio, Craig Ballantyne, author of "The Perfect Day Formula," shares with Ellen Rogin how you can get in touch with what truly matters in your life, and use that as a motivating force to proactively take on each day's challenges.

What's Working Now: This advisor isn't letting his firm's rural location limit his business. Find out how he's combining Social Security workshops and tech-savvy follow-up to maximize his firm's reach.

What's Working Now: With his own retirement approaching, this advisor built a succession plan that found two strong replacements for himself, integrated them into the firm using a set pay scale model, and arranged for a buy-sell agreement.

What's Working Now: This advisor leverages LinkedIn to build a client base and relationships with key local CPA firms, resulting in large turnouts for his workshops and referrals.

We all think that we have "great" client service, but the reality is that it's not something that advisors get trained on and few of us take the time out of our busy schedules to deliberately work on this aspect of our business. This is a shame, because the time and effort you put into client service will repay you tenfold with client loyalty and word-of-mouth.

In this episode of AdvisorRadio, Marilyn Suttle, author of "Taming Gladys!: The Busy Leader's Guide to Creating Fierce Customer Loyalty," talks with Ellen Rogin about the high-impact methods you can use to make your client service actually as good as it is in your own mind!

Advisor Talking Points: As you prepare for client interactions, Advisor Talking Points reviews the latest Fed meeting, the economic landscape, the latest drop in oil prices, and a look ahead.

What's Working Now: This advisor took the hard-won networking wisdom he learned in his days on the marketing staff of a minor league baseball team and applied it to his firm's marketing practices.

You've got to get crystal clear on what you want in your life and business in order to achieve great things according to Tonja Waring, author of "The Power of Manifesting." In her discussion with Ellen Rogin on this episode of AdvisorRadio, Tonja shares her steps for manifesting what you want in your life--the key is learning how to listen to the intuitive voice that most of us tend to ignore, even though it is a powerful ally.