AdvisorRadio: Actionable Insights for Thriving Advisors

AdvisorRadio: Actionable Insights for Thriving Advisors

By HorsesmouthBusiness
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AdvisorRadio: Actionable Insights for Thriving Advisors episodes

  • Trade Headlines Whipsaw Stocks
    Advisor TalkingPoints: As you prepare for client interactions, review the flare-up in trade tensions, the 10-year bull market, U.S. economic growth, housing, earnings and more.
    22 min
  • Where Should My Kids Apply to College?
    If you believe the hype, families these days have their kids applying to 10 or more schools, and acceptance rates are at record lows. What's going on? Lynn O'Shaughnessy, creator of the Savvy College Planning Program, explains what a sensible college application process can look like for 2019.
    19 min
  • 8 Keys to an 80% Appointment Rate
    When you're delivering a presentation, your goal is to educate AND motivate people to take action. The little details really matter. Note: Sean's "11 steps" are a reference to the presentation he gave on making your presentation introductions compelling. You can watch the video of that talk here: https://www.horsesmouth.com/nailing-your-presentation-introduction-by-following-the-dynamic-patterned-opening
    38 min
  • Effective Strategies to Take Your Business to the Next Level
    Learn what some of the biggest issues and opportunities are for advisors today. Industry coach and expert Kristin Andree talks with Ellen Rogin about the biggest challenges facing advisors in 2019, how to make the most of any networking meeting, what the indicators are that it's time to add staff, and the three best ways to use LinkedIn to grow your business.
    30 min
  • How You Can Connect More Deeply with Your Clients
    It's never been more important to be a black belt in communication skills with clients. In this discussion with relationship expert and coach, Monica Parikh, you'll discover the best way to connect with clients (even when they are upset), how you might be hurting client relationships with no idea why, ways to boost your emotional intelligence, and what vibrational energy is and why it's so important.
    32 min

About AdvisorRadio: Actionable Insights for Thriving Advisors

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Learn what really moves the needle in your business from financial advisor success stories and industry experts. From the latest marketing tactics working today, to advice for better serving your…