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Sinopsis

Horsesmouth is an online service dedicated to helping financial advisors grow their businesses and service their clients.

Episodios

  • How Cultivating the Next Generation Easily Generates Valuable New Accounts

    14/10/2022 Duración: 17min

    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.

  • How I Deliver Holistic Financial Services to Credit Union Members

    27/09/2022 Duración: 37min

    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.

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

    22/09/2022 Duración: 18min

    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.

  • Your December Marketing Meeting

    10/12/2021 Duración: 25min

    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

    02/12/2021 Duración: 36min

    • 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  

  • A 4-Part Framework For Streamlining Your Business

    15/08/2021 Duración: 38min

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

  • Biden Tax Plan—What Could Affect Clients Most

    18/06/2021 Duración: 44min

    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.

  • Vital Cybersecurity Lessons from the SolarWinds Hack

    01/02/2021 Duración: 15min

    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.

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

    18/11/2020 Duración: 25min

    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?

    28/08/2020 Duración: 20min

    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

    21/08/2020 Duración: 50min

    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

    18/08/2020 Duración: 50min

    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!)

    10/08/2020 Duración: 27min

    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

    16/06/2020 Duración: 39min

    What’s Working Now: This advisor shares how he communicates virtually with clients and prospects, now more than ever.

  • How to Use Digital Communication to Build Relationships

    10/06/2020 Duración: 32min

    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.

  • Embracing Change: How to Get Started With Webinars—Even if You’re not Tech-Savvy

    03/06/2020 Duración: 49min

    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.

  • Communicating Chaotic Markets and Tax Changes to Clients

    28/05/2020 Duración: 28min

    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.

  • It’s Not So Different: An Advisor Transitions to Online Education

    27/05/2020 Duración: 41min

    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.

  • Communication Techniques That Will Alleviate Client Fear and Confusion

    26/05/2020 Duración: 31min

    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 space so they can hear what you’re saying How to help you and your clients reduce fear and confusion

  • You’re the Captain, Get on Your Bridge

    19/05/2020 Duración: 29min

    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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