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.
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 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.
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 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?
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.
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.
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.
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.
Customer ReviewsSee All
Patrick Tucker podcast
What a guy, what a story! So humble and well spoken. He’s full of rich advice and wisdom. A must-listen-to podcast!
Ellen Rogin is an excellent host and provides great value as does Horsesmouth everyday
This podcast is very good for financial advisors except when Sean Bailey is the moderator. He continually interrupts his guests and he keeps saying “um him” about 100 times during the interview. It would be better if Sean was silent and would ask follow up questions when the guest pauses during the conversation.