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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 business development contributor Dan Richards in this dynamic All-Star line-up.
The advantages of having women on your team is a hot topic these days. For a wealth management team, what are those advantages, exactly? And what do you need to know to attract and retain female advisors?
In this episode of AdvisorRadio, Ellen Rogin speaks with Holly Buchanan, author of "Selling Financial Services to Women," and an expert on female recruitment in the financial services industry. Holly points out all the reasons why clients want to work with female advisors, why female advisors often don't get recruited, and what women are most looking for from their peers and managers.
What if your clients could achieve their retirement savings goals while simultaneously enjoying the journey? Saving doesn't have to be a cheerless chore. With purposeful spending, it's possible to achieve a balance whereby goals are being met, and taking those dream vacations is still possible.
Listen as Ellen Rogin talks with Melissa Tosetti, author of "Living the Savvy Life," about the key tenets of purposeful spending. Few things make as big of a difference in clients' lives as sound cash flow planning, and few advisors go deep enough.
Many advisors' moods fluctuate along with the markets, but it doesn't have to be that way. By actively letting go of negative energy and focusing on positive activities and intentions every day, you can feel satisfied and happy all the time.
In this AdvisorRadio interview, Ellen Rogin discusses fulfillment with David Pollay, author of "The 3 Promises" and "Law of the Garbage Truck," who shares ways to get rid of the doubt, fear, and stress that bring us down, and strategies for striving toward fulfillment in work and life.
Jeff Young, Senior Vice President at First Financial Equity Corp. in Scottsdale, AZ, talks with Horsesmouth Editor-in-chief, Sean Bailey, about how he using the Savvy Social Security presentation to reach out to communities and fill his prospecting pipeline.
Advisor Talking Points: Prepare for client interactions with this week’s analysis reviewing the recent downturn in junk and its impact on smaller company stocks. Plus, inflation, global angst, and the Fed’s minutes, which downplayed global problems.
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.
What’s Working Now: Imagine hosting a network comprised of small business owners looking to sell and former small business owners who have already sold. It’s a powerful combination that delivers rewards to all. Plus, its’ a great way to meet business owners and deepen your ties in the community.
Advisor TalkingPoints: Prepare for client interactions with this week's analysis reviewing the latest Fed meeting, the inflation data, and mixed reports on spending and production.
If you're like most people, your email inbox is teeming with messages you haven't had a chance to get to, or that you aren't deleting because you're afraid you might need the information they contain down the road. An out-of-control inbox like this can create stress and distraction, robbing you of the focus you need to get things done on a day-to-day basis.
Bonnie Shay, a professional organizer with Mariposa Creative Solutions, talks with Ellen Rogin in this edition of AdvisorRadio about simple methods you can apply today that will cut your inbox down to size and organize it in such a way that the information your emails provide will work for on your own terms, instead of working against you with interruption and distraction.
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