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The Most Important Skill You Need to Grow Your Business

AdvisorRadio Podcast for Financial Advisors by Horsesmouth

Release Date: 02/15/2019

How Cultivating the Next Generation Easily Generates Valuable New Accounts

AdvisorRadio Podcast for Financial Advisors by Horsesmouth

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.

info_outline How I Deliver Holistic Financial Services to Credit Union Members

AdvisorRadio Podcast for Financial Advisors by Horsesmouth

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.

info_outline Moving Fraud: Be Careful If You’re Moving to a New Home

AdvisorRadio Podcast for Financial Advisors by Horsesmouth

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.

info_outline Your December Marketing Meeting

AdvisorRadio Podcast for Financial Advisors by Horsesmouth

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 and keeping
attention online. Will 2022 be any different? • Target marketing in 2022. Why
it's important to start looking beyond Baby Boomers. • Timely marketing pieces
to send to clients now. "Charitable giving" is this month's theme!

info_outline Social Security and Medicare: What’s New for 2022

AdvisorRadio Podcast for Financial Advisors by Horsesmouth

• 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? • Life-changing
scenarios: How to educate clients and ask the right questions to get clients the
benefits they are entitled to. Elaine Floyd, CFP®, creator of Horsesmouth's
Savvy Social Security and Medicare programs, tackles the above questions and
more. Elaine will also talk about her upcoming...

info_outline A 4-Part Framework For Streamlining Your Business

AdvisorRadio Podcast for Financial Advisors by Horsesmouth

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

info_outline Biden Tax Plan—What Could Affect Clients Most

AdvisorRadio Podcast for Financial Advisors by Horsesmouth

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.

info_outline Vital Cybersecurity Lessons from the SolarWinds Hack

AdvisorRadio Podcast for Financial Advisors by Horsesmouth

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.

info_outline A New Venmo Cash App Scam and How to Protect Yourself

AdvisorRadio Podcast for Financial Advisors by Horsesmouth

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.

info_outline Want to Grow Your Influence with Cybersecurity Webinars?

AdvisorRadio Podcast for Financial Advisors by Horsesmouth

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?

info_outline
 
More Episodes
It's ironic that in our social media saturated world it can be so challenging to
actually connect with others in a meaningful way. Listen to David J.P. Fisher
author of, "Hyper-Connected Selling," as he shares the most important sales
skill to cultivate today, how to build good networking karma, and the best
practices for using digital tools like LinkedIn to grow your business.


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