AdvisorRadio: Actionable Insights for Thriving Advisors

What’s Working Now: This advisor left her wirehouse, using creative multimedia marketing strategies to smooth her transition to independence.

Advisor TalkingPoints: As you prepare for client interactions, Advisor Talking Points reviews a strong retail sales report, a pick-up in the oil patch, the latest on inflation, and Yellen’s testimony and rate-hike probabilities.

What's Working Now: Want to sign more CPAs as clients? This advisor's command of LinkedIn has allowed him to connect with more CPAs and deliver continuing professional education workshops to them.

What's Working Now: This advisor hosts parties for clients on the verge of retirement as a way to show his appreciation and honor this important milestone event. The strategy also helps promote his firm's brand and gain new clients.

Advisor Talking Points: As you prepare for client interactions, Advisor TalkingPoints looks at animal spirits, on economic indicator the captures the economy, the one missing ingredient for a bear market, and the Q4 profit picture.

The digital tools we have today have opened up many new methods of marketing. Many you may not be familiar with or haven't gotten around to trying. In this episode of AdvisorRadio, direct marketing expert Seth Greene shares his knowledge about which marketing methods he sees that are working for advisors, including using a podcast as the starting point for writing a book.

Seth also shares some of the biggest mistakes you need to avoid, including targeting your marketing to a broad category such as "boomers with money" and simply being too boring in your marketing.

Most advisors spend the majority of their time and energy focusing on what their message is, but seldom do they understand, or take the effort to understand, how that message is actually perceived by those they talk to, and that's a big mistake, because often we over-estimate just how impactful what we say and how we present ourselves are.

In this episode of AdvisorRadio, Holly Buchanan, a speaker, author, and consultant, discusses with Ellen Rogin the ways we can not just convey credibility and garner influence, but make sure that the impression sticks with prospects and clients.

When Stephen Covey told Joseph Ranseth that, in order to be successful, he needed to combine the spiritual with the secular, if changed his life. He came to realize that Covey wasn't talking about spirituality in terms of religion, but in becoming attune with why you are ultimately doing what you are doing.

In this episode of Advisor/Radio, Joseph, an author and motivational speaker, elaborates on the wisdom of becoming clear on the why behind what you do and how to implement that wisdom into your life and business.

It doesn't matter how long you've been in the business or what kind of success you've had, sales call reluctance can rear its ugly head and make new client acquisition an exercise in frustration and shame. But picking up the phone or asking for business doesn't have to be stressful. As Connie Kadansky shares in her conversation with Ellen, when you understand the psychology that feeds sales call reluctance, you can begin to defang it.

Advisor Talking Points: As you prepare for client interactions, Advisor Talking Points reviews market valuations, the rate hike by the Fed, and takes a look ahead.