AdvisorRadio: Actionable Insights for Thriving Advisors
by Horsesmouth
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 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.
Episodes
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AI for Practice Efficiency: How Advisors Are Streamlining Workflows and Unlocking New Opportunities
Financial advisors are beginning to leverage AI for efficiency and advanced applications, but many untapped opportunities remain. While some advisors are using AI for strategic business planning, compliance documentation, and multilingual capabilities, others are still exploring where it fits…
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AI-Powered Marketing: How Financial Advisors Are Winning Clients in 2025
Nearly 20% of advisors are already using AI to brainstorm marketing strategies, with many leveraging it for investment proposals, niche research, and social media content creation. The future is here. Sean Bailey and Devin Kropp from Horsesmouth explore: • How advisors are framing AI prompts for...
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AI Revolution in Financial Advisory: Trends and Transformations
Financial advisors are turning to artificial intelligence to streamline their workflow, improve client engagement, and grow their businesses. In this episode, the Horsesmouth team explores how advisors are successfully integrating AI into their practices—and how you can do the same. You'll learn...
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How Cultivating the Next Generation Easily Generates Valuable New Accounts
What's Working Now: This advisor started paying attention to the kids of his original clients and has prevented millions of dollars in assets from walking out the door.
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How I Deliver Holistic Financial Services to Credit Union Members
What's Working Now: First this advisor discovered that the local credit union needed help in providing financial services—then the pandemic taught him how to scale delivery of quality advice through webinars. And it's still a winning formula.
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Moving Fraud: Be Careful If You're Moving to a New Home
September HackTalk: From bait-and-switch estimates to movers holding your belongings hostage, there has been an uptick in fraudulent activity during the vulnerable time when people are relocating. Watch out for these red flags.
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Your December Marketing Meeting
Which kinds of marketing are poised to have the greatest impact in 2022? That's the main question we'll tackle in this month's meeting. AGENDA: • Client testimonials. Most of you can use these now, but how to find and gather them? • Video has been king for a while now when it comes to attracting...
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Social Security and Medicare: What's New for 2022
• Beyond the COLA: What else is there to know about Social Security in addition to the 5.9% jump in benefits? • The latest Social Security proposals in Congress: What are they? will they pass? What happens then? • 14.5% jump in Medicare premiums: Why did this happen and what does it mean? •...
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A 4-Part Framework For Streamlining Your Business
What's Working Now: This advisor has been developing checklists and flowcharts for himself and other advisors to help streamline business.
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Biden Tax Plan—What Could Affect Clients Most
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...
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Vital Cybersecurity Lessons from the SolarWinds Hack
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...
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A New Venmo Cash App Scam and How to Protect Yourself
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...
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Want to Grow Your Influence with Cybersecurity Webinars?
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...
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Step by Step How I Brought On New Clients Without Meeting in Person
What's Working Now: This advisor explains how he brought on a high net worth client couple without ever meeting them in person.
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Don't Underestimate the Complexity: Why I Specialize in Student Loan Advice
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.
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Helping Your Business Owner Clients (and Yourself!)
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.
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Virtual Prospecting: How I Connect With Clients and Prospects Without Leaving the House
What's Working Now: This advisor shares how he communicates virtually with clients and prospects, now more than ever.
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How to Use Digital Communication to Build Relationships
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.
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Embracing Change: How to Get Started With Webinars—Even if You're not Tech-Savvy
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.
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Communicating Chaotic Markets and Tax Changes to Clients
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.
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It's Not So Different: An Advisor Transitions to Online Education
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.
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Communication Techniques That Will Alleviate Client Fear and Confusion
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...
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You're the Captain, Get on Your Bridge
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.
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A Day in the Life: Working From and Talking to Clients During the Pandemic
What's Working Now: This advisor is keeping his morning routine even while working from home, and proactively communicating with clients during the pandemic.
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Get Ready for the New Normal: Why Advisors Need Virtual Communication Now
What's Working Now: This advisor shares how he has transitioned his financial education strategy online.
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The Power of the Model: Calming Client Fears (and Bringing in New Assets)
What's Working Now: This advisor got over his initial paralysis and started actively communicating about the crisis with clients, reminding them of their model.
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What's Working Now for the Best Advisors
How are other advisors handling the crisis? Ellen interviews Mitch Slater, a top UBS advisor about what's working for him and his time. Listen in and learn the most important thing to be focusing on when talking to clients, the unique video Mitch and his team sent out to clients, and how his time...
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How to Sell in Times of Crisis
Lisa Dadd, sales trainer and coach shares with Ellen Rogin how to truly serve your clients during this challenging time and not feel icky about sales. Learn how to sell in sensitive times like these, how the title "advisor" sets you up to make this one critical mistake, and the best way to…
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How to Make Sure Your Remote Office is Cybersecure
Learn what needs to be done to protect yourself and your clients while working remotely. Plus, emerging coronavirus threats and Zoom security issues on this episode of HackTalk.
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5 Things Advisors Need to Be Doing in a Crisis
The world is crazy right now, but there are still smart moves you can be making when it comes to client communication and tax planning. Listen as Debra Taylor shares her expertise.
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The Fed Acts, COVID-19 and Economic Anxieties Continue to Rattle Investors
Advisor TalkingPoints: As the country copes with the human impact of the coronavirus, the markets experience unprecedented volatility in reaction to the vast uncertainty. The strain to the economy is real, but the swift actions of the Fed may do a great deal to reduce long-term damage.
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Putting the Panic into Perspective—Key Takeaways from the Market Plunge
Financial writer and Horsesmouth columnist Charles Sherry, MSc, provides his overview of the forces behind this week's market turmoil, when we should get worried about a recession, and what the essential message we should be communicating to anxious clients is. Listen now.
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10 Steps to Help a Newly Alone Spouse
What's Working Now: When the husband in a client couple passed on, this advisor stepped in to help the widow navigate her new emotional, social and financial landscape. Now he has become the go-to expert on this passage for his clients and their friends.
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What You Need to Know About Tax Identity Theft
Tax Identity Theft is not new, but the tactics hackers are using to steal refunds are changing. Learn how to protect yourself and your clients this tax season. Plus, get updated on recent updates on the 2017 Equifax breach and cybersecurity concerns surrounding the 2020 census.
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Coronavirus—Communicating the Market's Decline to Clients
Advisor TalkingPoints: Prepare for client interactions with this review of key data points on coronavirus, market reaction, and an outline that to guides you on how to handle client responses to the evolving situation.
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Coronavirus and the Teflon Stock Market
Advisor TalkingPoints: As you prepare for client interactions, Advisor Talking Points reviews the impact from the coronavirus, QE and stocks, the Fed, positive economic numbers, and earnings
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Digging in Deeper: Answering Your Questions About the SECURE Act
Listen in as Debbie and Sean talk through some of the questions Savvy Tax Planning members have about the SECURE Act, particularly the "Death of the Stretch IRA."
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How Tax Planning Nets Me My Biggest Clients
What's Working Now: By educating prospects about taxes in retirement and then helping individuals make savvy tax planning moves, this advisor paves the way to bringing them on for comprehensive investment and financial planning services.
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How to Find a Target Market You're Passionate About and Become a Niche Expert
Four years ago, Jen Dawson decided that she wanted to work exclusively with women lawyers and help them achieve financial freedom. She has since become a thought leader within this market and she has never been happier with the work she does for her clients. Learn how she built her niche, and how...
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Why I Stepped in to Help Other Advisors' Clients Navigate Medicare
What's Working Now: This insurance agent educates clients about Medicare and sells them policies – all while keeping the focus on their financial advisor.
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3 Cybersecurity Scams That Wreaked Havoc Over the Last Decade and New Threats Poised to Plague the 2020's
Listen to a review of the most popular cybersecurity threats we saw over the last decade, and that which continue to cost individuals, businesses, and municipalities millions. Plus, learn the emergent cybersecurity exploits that are most likely to grow in popularity over the next decade, how...
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Getting Nitty-Gritty With Tax Planning Software: Part 2
Listen in as Debra Taylor describes the pros and cons of various tax planning softwares her firm has been working with.
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Profits and Performance: What's the Link?
Advisor TalkingPoints: Prepare for client interactions with this month's review. First we analyze the link between earnings and stock market performance, then consider 2019, recession talk, employment growth…and take a look ahead.
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How We Use Tax Planning Software to Help Clients
Listen as Debra Taylor explains the processes her firm uses as they identify tax planning needs, and the software she is excited to work with.
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Dismal Cybersecurity Quiz Results Reveal Opportunities for Advisors, Newborns Target of Identity-Theft, and Should You Give Your Doctor Your Social Security Number?
A new cybersecurity survey from Pew Research Center reveals just how much help the public needs with this topic. Plus, newborns are falling victim to identity thieves before they even get home from the hospital! Learn how to help parents protect their children. And, should you really give your...
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How Rate Cuts Influence Stocks—a Review of the Data
Advisor TalkingPoints: Prepare for client interactions with this month's look at market performance following rate cuts, a broad gauge of the economy, earnings, stock buybacks, and more.
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The Secret to Inspiring Trust and Passion in Your Team
Disengaged, isolated team members merely go through the motions. Passionate team members who trust their co-workers give their all and go the extra mile for clients. So how do you keep your team inspired? Listen as Ellen Rogin tackles this challenge with leadership expert Robb Holman. You'll…
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Networking With COIs Through Social Security and Medicare Expertise
What's Working Now: This advisor tells us how he built his business through talking about Social Security, then added Medicare as a way to differentiate himself.
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Ending Self-Sabotage—The Enemy Is in the Mirror
It's our own limited thinking that most keeps us back from achieving what we so desperately want in our lives. Time to free up your mojo and let yourself do what you were born to do—succeed! Matt Anderson is a Mastermind leader, speaker, author and podcast host who, at 51, found his calling in…
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How I Used My Experience to Write a Simple Medicare Book
What's Working Now: This advisor used her experience signing up for Medicare to write a book which she uses as marketing.
About this show
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 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.
Hosted by
Horsesmouth
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