100 épisodes
AdvisorRadio Podcast for Financial Advisors by Horsesmouth Horsesmouth
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- Affaires
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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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 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! -
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?
• 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 virtual workshop, Social Security and Medicare: Boomer Spike Coming!, which is December 6-9: https://www.horsesmouth.com/ssvirtual
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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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