AdvisorRadio: Actionable Insights for Thriving Advisors

What's Working Now: This advisor describes three different online webinars he's presented since the COVID-19 crisis began, and what he has learned from each situation.

Marcia Martin has trained some of the most influential thought leaders in the world. Learn her strategies for how to effectively talk to your clients in times of deep crisis and fear.

In this show you'll learn:

• What are the Laws of Communication and how to use them
• How to help your clients create space so they can hear what you're saying
• How to help you and your clients reduce fear and confusion

What's Working Now: Once the captain of a U.S. Navy helicopter carrier, this advisor explains how he is helping clients navigate today's crisis by going full-steam ahead on virtual webinars and online classes.

What's Working Now: This advisor is keeping his morning routine even while working from home, and proactively communicating with clients during the pandemic.

What's Working Now: This advisor shares how he has transitioned his financial education strategy online.

What's Working Now: This advisor got over his initial paralysis and started actively communicating about the crisis with clients, reminding them of their model.

How are other advisors handling the crisis? Ellen interviews Mitch Slater, a top UBS advisor about what's working for him and his time. Listen in and learn the most important thing to be focusing on when talking to clients, the unique video Mitch and his team sent out to clients, and how his time has adjusted to working remotely and what's working for them now.

Lisa Dadd, sales trainer and coach shares with Ellen Rogin how to truly serve your clients during this challenging time and not feel icky about sales.

Learn how to sell in sensitive times like these, how the title "advisor" sets you up to make this one critical mistake, and the best way to approach conversations with clients to build long-lasting loyal relationships.

Learn what needs to be done to protect yourself and your clients while working remotely. Plus, emerging coronavirus threats and Zoom security issues on this episode of HackTalk.

The world is crazy right now, but there are still smart moves you can be making when it comes to client communication and tax planning. Listen as Debra Taylor shares her expertise.