AdvisorRadio: Actionable Insights for Thriving Advisors

Advisor Talking Points: As you prepare for client interactions, this week’s analysis reviews S&P 500 earnings, the latest jobs’ report and the Fed, and one economic report that is helping to keep inflation in check.

What's Working Now: This advisor is working to create a succession plan for his business that allows him to leave his clients in good hands and turn the business over to a young generation.

Advisor Talking Points: As you prepare for client interactions, this week’s analysis reviews the trouble in the nation’s manufacturing sector, the latest Fed meeting, and a look ahead.

Advisor Talking Points: As you prepare for client interactions, reviews the 1997 and 1998 market declines and compares them to today's anxieties, analyzes China's position in the world today, and takes a look at reasons why the Fed should and should not raise rates next week.

What's Working Now: When many advisors think of assigning clients to different tiers of service--A-clients, B-clients, etc.--they see it as something to hide from the clients for fear of making someone think they are getting the short end of the stick. But this advisor openly shares her Client Service Matrix with her clients, and this puts everyone on the same page about service expectations. Her clients love it, and it opens up new ways that they can work together.

What's Working Now: Learn from this advisor's story how focusing her prospecting on women in transition is making her the local go-to person for financial questions related to divorce.

Finances are an area that many people experience a great deal of stress over--every volatile day in the markets attests to this fact. Helping clients to adopt a more healthy relationship to their money is a valuable service that will help lead them to live happier, more satisfied lives.

On this episode of AdvisorRadio, Ellen Rogin talks with Rev. Karen Russo about how you can help your clients to unblock all of those negative associations they have toward money. And who knows: These tips might help you to de-stress as well.

What’s Working Now: This advisor has been focusing on storytelling to turn prospects into clients.

Many advisors wonder why their "elevator pitch" sends prospects fleeing. It's not the red onions they had in their salad for lunch, but their canned messaging.

Maribeth Kuzmeski, President of Red Zone Marketing, has heard it all, and on this episode of AdvisorRadio, she shares with host Ellen Rogin why so many advisors blunder when explaining what they do, and how they can make their message more compelling. She also explains why your messaging should be consistent across all of the different avenues of your marketing--including your website and social media.

Advisor Talking Points: As you prepare for client interactions, this week’s analysis compares 2008 with today. Additionally, what generally precipitates bear markets and the plunge in commodity prices are also included.