What’s Working Now: This advisor has been developing checklists and flowcharts for himself and other advisors to help streamline business.

AdvisorRadio Podcast for Financial Advisors by Horsesmouth

A 4-Part Framework For Streamlining Your Business

Certain elements of Biden's proposed tax plan such as a step up in basis and capital gains tax increases could have major repercussions for your clients. Get updated on the most impactful tax changes being talked about and what it could mean for your clients in the Savvy Tax Planning podcast here on AdvisorRadio with Debra Taylor, CPA/PFS, JD, CDFA, founder and principal of the Taylor Financial Group and Sean Bailey, Horsesmouth Editor-in-Chief.

Biden Tax Plan—What Could Affect Clients Most

The SolarWinds vulnerability, which allows hackers to get into the systems of government agencies like the Departments of Treasury and Defense, and Fortune 500 companies like Microsoft as well, was a massive cybersecurity breach. It's fallout and scope is hard to even imagine.  There are important cybersecurity lessons to take away from the situation and to share with clients and members of your team.

Vital Cybersecurity Lessons from the SolarWinds Hack

Kathy was working from home and received a text message "from" Venmo asking her to validate recent charges she hadn't made. Her bank account being linked to her Venmo account, panic took over, and she called the number from the text right away. A short conversation with a "Venmo rep" stressing urgent action later, and Kathy was out $6500. She was the victim of a new Venmo scam.  Learn everything about this scam, including how to protect yourself and your clients, in this edition of the HackTalk podcast.

A New Venmo Cash App Scam and How to Protect Yourself

HackTalk: With everyone working from home and many students learning remotely, hackers and scammers are on the attack. People and businesses need guidance on cybersecurity. In this episode of HackTalk, learn how to present cybersecurity webinars that will educate on this in-demand topic and earn attendees' gratitude.  Plus, learn remote work security tips that can keep your team’s, and your clients’, data safe, and hear the latest on the TikTok ban situation--is it really unsafe?

Want to Grow Your Influence with Cybersecurity Webinars?

What's Working Now: This advisor explains how he brought on a high net worth client couple without ever meeting them in person.

Step by Step How I Brought On New Clients Without Meeting in Person

What’s Working Now: This advisor realized that most of his clients were burdened by student loan debt and took on the challenge of learning its complexities.

Don’t Underestimate the Complexity: Why I Specialize in Student Loan Advice

Jeff Levine, co-creator of the Savvy Tax Planning Program, joins Sean Bailey to discuss the tax planning issues small business owners need to stay abreast of--and that includes advisors themselves.

Helping Your Business Owner Clients (and Yourself!)

What’s Working Now: This advisor shares how he communicates virtually with clients and prospects, now more than ever.

Virtual Prospecting: How I Connect With Clients and Prospects Without Leaving the House

Building relationships as a financial advisor virtually is not the same as doing it in person. Listen to David J.P. Fisher, author of "Hyper-Connected Selling" share his tips and tools for online relationship building with Ellen Rogin.

How to Use Digital Communication to Build Relationships

This marketing consultant has learned plenty in pivoting from providing concierge service for seminars to setting up webinars—from filling seats to smoothing the technology experience for the advisor. Check out his tips for making the most hay from any online workshop.

Embracing Change: How to Get Started With Webinars—Even if You’re not Tech-Savvy

Listen as Debra Taylor and Sean Bailey discuss the tax breaks contained in the CARES Act and how you need to be communicating that to clients.

Communicating Chaotic Markets and Tax Changes to Clients

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.

It’s Not So Different: An Advisor Transitions to Online Education

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 

Communication Techniques That Will Alleviate Client 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.

You’re the Captain, Get on Your Bridge

Learn what really moves the needle in your business from advisor success stories and industry experts. From the latest marketing tactics working today, to advice for better serving your clients and guidance on running your practice more efficiently, AdvisorRadio gives you the insights you need to take your financial advisory business to the next level.

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AdvisorRadio Podcast for Financial Advisors by Horsesmouth

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