10 Steps to Help a Newly Alone Spouse
AdvisorRadio Podcast for Financial Advisors by Horsesmouth
Release Date: 03/03/2020
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.
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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.
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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.
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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!
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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...
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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.
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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.
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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.
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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.
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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_outlineWhat'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.