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In 2009, we published more than 500 articles, but 10 of them really stood out for our members. In this edition of Advisor Radio, we analyze the impact of those articles, and sit down with four of the authors to discuss the trends they're observing in the financial services industry, and how advisors can implement their ideas for a successful 2010. We're joined by Horsesmouth senior editor Wendi Webb, director of retirement and life planning, Elaine Floyd, contributor Matt Anderson, and special b
Even if you've never considered writing your strong suit, with some pointers you can learn to keep a blog that will catch attention and keep people reading. It's a great way to get your name out there, boost your credibility, and stay top of mind with your clients.
In this edition of AdvisorRadio, Horsesmouth Editor-in-chief Sean Bailey talks with Susan Weiner, CFA, about the keys to writing blog posts that will garner and keep attention.
The Horsesmouth Book Club's February pick is a new book that alleges, among other things, that FINRA dumped its own $650 million portfolio of auction-rate securities shortly before the market froze in 2008. Hear author Larry Doyle talk about many of the shocking revelations he uncovered in the process of researching his book in this interview conducted by Sean Bailey, Horsesmouth's Editor-in-Chief.
Todd Kestin, mentor and social worker, talks with Ellen Rogin about the importance of paying attention to our attitude and outlook, and making small, but powerful adjustments in how we talk to ourselves. It's often said that the most important battle is the one fought between your ears, and on this episode of AdvisorRadio, Todd and Ellen provide lots of insight about how to win that battle.
You might not realize the toll disorganization takes on you--the added time spent doing things that should have been a snap, all because you can't find the paperwork you need, or the zapped mental focus that results from the distraction of hunting down a receipt. All of this time and loss of focus adds up overtime, and what's worse, it's unnecessary.
On this episode of Advisor Radio, Ellen Rogin talks with Sharon McRill of the Betty Brigade about just how damaging disorganization can be to your productivity, and how you can put systems in place that will give order to your workspace, even if you consider yourself helplessly messy. You might even consider sharing these tips with clients who may benefit from them.
What's Working Now: Creating an advisory board of other professionals is a great way to grow your business. But you also need to deliver value to the board members.
Many clients believe that giving to charity means that there will end up being less money for themselves and their family. As Greg Hammond, CFP® discusses with Ellen Rogin in this AdvisorRadio episode, that is a false belief, and one that leads to regret when at the end of life, clients feel like they have made no impact in their communities and in the world. This interview will give you insight into how to bring up the often tricky subject of philanthropy, and how to leave clients confident that they will leave a legacy to be proud of.
Advisor TalkingPoints: Prepare for client interactions with this week's review, including a look at Janet Yellen's über-dovish message, high-frequency trading and how it may be presented to clients, fears that Europe is on the brink of deflation, and more.
Advisor TalkingPoints: Prepare for client interactions with this week's review, including an examination of eurozone yields and their possible impact on U.S. bonds; the link between the Fed's monetary policy and labor force participation, momentum stocks, and a brick wall; and brightening prospects for a long-awaited boost in capital spending.
Advisor TalkingPoints: Prepare for client interactions with this week's review, including a detailed look at the Fed's emphasis on forward guidance and its effect on the yield curve, capital spending and its economic impact, a sneak peak at Q1 earnings, and more.
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