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...
17:43
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...
17:43
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...
37:15
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,...
18:49
Your December Marketing Meeting
Which kinds of marketing are poised to have the greatest impact in 2022? That's the main question...
25:00
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...
36:34
A 4-Part Framework For Streamlining Your Business
What’s Working Now: This advisor has been developing checklists and flowcharts for himself and...
38:41
Biden Tax Plan—What Could Affect Clients Most
Certain elements of Biden's proposed tax plan such as a step up in basis and capital gains tax...
44:50
Vital Cybersecurity Lessons from the SolarWinds Hack
The SolarWinds vulnerability, which allows hackers to get into the systems of government agencies...
15:54
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...
25:15
Want to Grow Your Influence with Cybersecurity Webinars?
HackTalk: With everyone working from home and many students learning remotely, hackers and...
20:39
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...
50:18
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...
50:02
Helping Your Business Owner Clients (and Yourself!)
Jeff Levine, co-creator of the Savvy Tax Planning Program, joins Sean Bailey to discuss the tax...
27:42
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,...
39:09
How to Use Digital Communication to Build Relationships
Building relationships as a financial advisor virtually is not the same as doing it in person....
32:10
Embracing Change: How to Get Started With Webinars—Even if You’re not Tech-Savvy
This marketing consultant has learned plenty in pivoting from providing concierge service for...
49:26
Communicating Chaotic Markets and Tax Changes to Clients
Listen as Debra Taylor and Sean Bailey discuss the tax breaks contained in the CARES Act and how...
28:38
Communication Techniques That Will Alleviate Client Fear and Confusion
Marcia Martin has trained some of the most influential thought leaders in the world. Learn her...
31:18
It’s Not So Different: An Advisor Transitions to Online Education
What’s Working Now: This advisor describes three different online webinars he’s presented since...
41:25
You’re the Captain, Get on Your Bridge
What’s Working Now: Once the captain of a U.S. Navy helicopter carrier, this advisor explains how...
29:20