AdvisorRadio: Actionable Insights for Thriving Advisors

What's Working Now: This advisor tells us how she realized that health care costs are a crucial part of the financial planning process.

Advisor TalkingPoints: Prepare for client interactions with this month's dive into the labor market, recession indicators, Q3 earnings, the Fed's upcoming meeting, and the outlook from the IMF.

What's Working Now: This advisor tells us how he was afraid to teach about Medicare, a complex topic, but took the leap and has had success.

Too many advisors forget that their advisory practice is also a business, and get caught up in management and scalability challenges. Don't let that be you. Instead, focus on a vision and make a plan. Here's how to get started.

It's easy to be so busy with clients and your team that you don't make time to work on the business of your business, but this is a big mistake when it comes to sustainable growth. Ellen Rogin's guest for this episode, business strategist Sherré DeMao, shares her Sustainable Growth Model™ that leads to greater profitability and business value. In this show you'll learn how corporate culture is tied to stock value, why staying stuck on your growth plateau can be dangerous, three marketing secrets to grow your company in an economic downturn, and the value of the Attention/Retention Model.

Have you ever thought someone was "just too sensitive?" Maybe you thought this about a client, team member, or someone in your family. Maybe you've been accused of this yourself. In this show you'll learn why this may actually be a superpower and how being exquisitely sensitive might be a key to growing your business. In this conversation between Ellen Rogin and author and speaker Maggie Dillon Katz, learn about what it means to be exquisitely sensitive and which famous people use these skills well, how to know if someone on your team is highly sensitive and how to work with them to help them use this trait to the best advantage, what not to say to an exquisitely sensitive client, and how to cultivate this trait in yourself.

What's Working Now: This advisor tells us how he got tired of doing the same retirement planning speech as everyone else and decided to focus on college planning to grow his business.

Advisor TalkingPoints: Prepare for client interaction with this month's review of the September Fed meeting, the yield curve, economic reports, earnings and stocks, and more.

What's Working Now: This advisor tells us how teaching about taxes is giving him more appointments than he can handle. Plus, how to tap into an underserved COI niche that exists in every community.