AdvisorRadio: Actionable Insights for Thriving Advisors

If you are not working to improve yourself by setting goals, learning, and increasing your skill-set, then you are regressing in your business and life. In this edition of AdvisorRadio, Success Skills Coach Jim Rohrbach discusses with Ellen Rogin how to set goals that will produce results, including how defining a Mission Statement can help you stay on track throughout the year. Plus, Jim shares tips on how you can program your subconscious for success and set boundaries on your time and attention that will save your focus for what's really important.

John Nichols, disability benefits consultant and president of The Disability Resource Group, didn't know it when he went to pick up the handle of the water-skiing rope during a weekend at his friends cabin, but his life was about to change forever. The ensuing accident, the years of physical therapy, and the hard work to regain his function and his purpose in life, offer an inspirational story with success lessons that anyone, given whatever adversity, can learn from.

Hear John's story as he talks with Ellen Rogin in this edition of AdvisorRadio.

What’s Working Now: This advisor says clients want you to care about them. That's her guide-star.

Virtual conferencing, webinars, social media...when used wisely, these platforms have the potential to revolutionize how you stay in touch with your book and reach out to prospects. This is all the more important since these days, clients are often located all over the map.

On this episode of AdvisorRadio, Roger Courville, an expert in engaging people in and through technology, talks with Ellen Rogin and shares his advice for picking platforms and technology that suit you, learning their ins-and-outs, and then using them to effectively engage with clients.

What's Working Now: This advisor writes monthly articles for a local magazine and publishes them on LinkedIn. It's allowed him to reach new prospects and get new clients. Learn how he's doing it.

As you prepare for client interactions, this week’s Talking Points includes a review of Brexit and potential ramifications, oil’s impact on banking, an uptick in inflation, and another piece of data that points to modest growth.

Advisor TalkingPoints: Prepare for client interactions with this week’s look at investor sentiment and what’s behind it, the state of revenues, prospects for a recession, and more.

What's Working Now: Read the story of how this advisor turned to technology in order to revolutionize how she relates to clients.

Often we default to a left-brained, numbers-oriented approach when talking with clients. But this communication style can fail to make an impression—clients might not "get" what all the data means.

Luna Jaffe, a CFP and author of "Wild Money: A Creative Journey to Financial Wisdom," discusses with Ellen Rogin how you can more effectively connect with clients during the financial planning process and really get them to see, feel, and understand their goals and the progress they have made towards them.

Advisor Talking Points: Prepare for client interactions with this look at what’s going on with earnings forecasts, stress in the financial system, European sovereign issues, Yellen’s testimony, and more.