AdvisorRadio: Actionable Insights for Thriving Advisors

As you prepare for client interactions, this week’s analysis includes a look at the mixed signals in the FOMC's minutes, the latest slide in oil prices

Most advisors are very strong "numbers people." Left-brain activities come naturally to them, and doing something data-heavy like putting together a financial plan is right up their alley.

But, oftentimes, right-brain activities like communication skills can fall to the wayside, and that's a shame, because communication is vital to inspiring trust in clients and building lasting relationships with prospects. Mainstage speaker, author, and speaking trainer, George Kansas, believes that the key to developing good communication skills is to make the process conscious. In this AdvisorRadio interview, George shares how to make this shift in communication with Ellen Rogin.

Advisor Talking Points: As you prepare for client interactions, this week’s analysis includes a look at recent events in China and offers a balanced perspective, a review of China GDP – can you trust the numbers, the Fed and a September rate hike, and a look ahead.

What’s Working Now: This advisor became the go-to-Medicare expert in his community and the referrals started rolling in.

Advisor Talking Points: As you prepare for client interactions, this week’s analysis includes a review of the factors that are depressing cyclical shares, gold's latest drop, one source of inflation, and Greece's longer-term prospects.

Most advisors pay lip service to the importance of marketing, but don't actually follow through and give it the needed effort and direction. And that's a shame, because marketing and branding are powerful client acquisition tools.

In this episode of AdvisorRadio, Ellen Rogin speaks with Laura Rubinstein, author of "Social Media Myths Busted" and someone who has helped thousands of businesses and advisors develop marketing plans, about what it takes to generate marketing that resonates with prospects.

Advisor Talking Points: As you prepare for client interactions, this week’s analysis reviews latest bailout deal with Greece, the upcoming earnings season, retail sales, and the relationship between inflation and import prices.

This advisor acts as a financial guide for his clients working at big corporations in his area. And by helping them, he gains referrals through their intranet boards.

What if you could increase your attention, overcome distraction, reduce stress, and just over-all boost your mental performance?

In this episode of AdvisorRadio, Ellen Rogin talks with Debbie Vyskocil of Optimal Edge Performance who shares what she has learned from her background in Performance Training and Neurophysiology, and how you can use this information to achieve a more balanced brain.

There is a huge disconnect between what people want their final days to be like, and what actually happens for the majority of people. To prevent this from happening, quality conversations need to start taking place around the issue of advanced healthcare planning.

In this AdvisorRadio interview, conducted by Ellen Rogin, Debbie Kasle of Kasle Advance Health Care Planning discusses the steps needed to initiate this issue with clients and to promote the kind of reflection and discussion necessary to create a vision of end-of-life and a plan to ensure that this vision is realized.