Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
…
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5 Things Advisors Need to Be Doing in a Crisis
Manage episode 257160729 series 1126302
Content provided by Horsesmouth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Horsesmouth or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
The world is crazy right now, but there are still smart moves you can be making when it comes to client communication and tax planning. Listen as Debra Taylor shares her expertise.
102 episodes
ShareManage episode 257160729 series 1126302
Content provided by Horsesmouth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Horsesmouth or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
The world is crazy right now, but there are still smart moves you can be making when it comes to client communication and tax planning. Listen as Debra Taylor shares her expertise.
102 episodes
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1 AI for Practice Efficiency: How Advisors Are Streamlining Workflows and Unlocking New Opportunities 43:28
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Play Later Play Later Lists Like LikedFinancial advisors are beginning to leverage AI for efficiency and advanced applications, but many untapped opportunities remain. While some advisors are using AI for strategic business planning, compliance documentation, and multilingual capabilities, others are still exploring where it fits into their practice. Hear Sean Bailey and Devin Kropp from Horsesmouth share insights on: How advisors are using AI for strategic business planning and what initiatives they are developing The workflows being built around AI-powered data extraction from documents The opportunities and risks of using AI for compliance documentation The potential of AI-driven multilingual capabilities and personalized financial planning The lowest adoption areas, such as investment policy development, and the untapped opportunities advisors might be missing Get an in-depth look at how AI can drive greater efficiency, reduce manual workload, and create new possibilities for your practice. Resources mentioned: The AI-Powered Financial Advisor Program Virtual Workshop March 6, 13, 20, and 27 https://www.horsesmouth.com/ai AI Marketing for Advisors Workshop Virtual Workshop: April 3, 10, 17, 24 and May 1 https://www.horsesmouth.com/aimarketing…
1 AI-Powered Marketing: How Financial Advisors Are Winning Clients in 2025 40:13
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Play Later Play Later Lists Like LikedNearly 20% of advisors are already using AI to brainstorm marketing strategies, with many leveraging it for investment proposals, niche research, and social media content creation. The future is here. Sean Bailey and Devin Kropp from Horsesmouth explore: • How advisors are framing AI prompts for valuable marketing insights • The safeguards every advisor should have when using AI for investment proposals • How AI is helping advisors identify and dominate specialized markets • The untapped potential of AI-driven client personas • The platforms advisors are prioritizing for AI-assisted social media strategies Get expert insights & real-world strategies. This is an opportunity to gain a competitive edge and future-proof your advisory practice. Key Quotes "When people are getting started with AI, they think of it as an input-output situation: you tell it to do something, it outputs it, and that's the end of it. But the real power of AI is in having a conversation with it. You should be involved in the decision-making and iteration process." "This is the biggest thing I’ve seen since the first time I saw a Netscape browser and this thing called the World Wide Web. But this? This is 100 times bigger than that." Resources mentioned: The AI-Powered Financial Advisor Program Virtual Workshop March 6, 13, 20, and 27 https://www.horsesmouth.com/ai AI Marketing for Advisors Virtual Workshop April 3, 10, 17, 24 and May 1 https://www.horsesmouth.com/aimarketing…
1 AI Revolution in Financial Advisory: Trends and Transformations 33:35
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Play Later Play Later Lists Like LikedFinancial advisors are turning to artificial intelligence to streamline their workflow, improve client engagement, and grow their businesses. In this episode, the Horsesmouth team explores how advisors are successfully integrating AI into their practices—and how you can do the same. You'll learn how leading advisors are: Reducing administrative work by using AI for post-meeting notes, cutting a two-hour task down to 20 minutes. Delivering more impactful client meetings with AI-powered agenda creation and strategic planning. Improving marketing and business development with AI-driven website audits, automated client outreach, and content creation. Leveraging AI tools like ChatGPT, Claude, Gemini, and Perplexity to enhance efficiency and decision-making. If you’re a financial advisor looking to work smarter, save time, and provide more value to clients, this episode is packed with actionable insights and real-world success stories. Listen now to learn how AI is reshaping financial advising and how you can stay ahead of the curve. Key Quotes: "Advisors are now using AI to process their post-client meeting notes, turning a two-hour task into just 20 minutes. It’s completely transforming how they work—saving time, improving accuracy, and letting them focus on what really matters: their clients." "Advisors who integrate AI into their daily workflow are seeing massive efficiency gains, allowing them to spend more time growing their business instead of getting stuck in administrative tasks." Resources and Links: Learn more about the AI-Powered Financial Advisor Program: horsesmouth.com/ai Check out our AI Marketing for Advisors Workshop: horsesmouth.com/aimarketing…
1 How Cultivating the Next Generation Easily Generates Valuable New Accounts 17:44
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Play Later Play Later Lists Like LikedWhat’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.
1 How I Deliver Holistic Financial Services to Credit Union Members 37:16
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Play Later Play Later Lists Like LikedWhat’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.
1 Moving Fraud: Be Careful If You’re Moving to a New Home 18:50
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Play Later Play Later Lists Like LikedSeptember 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.
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!…
1 Social Security and Medicare: What’s New for 2022 36:35
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Play Later Play Later Lists Like Liked• 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…
1 A 4-Part Framework For Streamlining Your Business 38:42
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Play Later Play Later Lists Like LikedWhat’s Working Now : This advisor has been developing checklists and flowcharts for himself and other advisors to help streamline business.
1 Biden Tax Plan—What Could Affect Clients Most 44:51
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Play Later Play Later Lists Like LikedCertain 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.…
1 Vital Cybersecurity Lessons from the SolarWinds Hack 15:55
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Play Later Play Later Lists Like LikedThe 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.…
1 A New Venmo Cash App Scam and How to Protect Yourself 25:16
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Play Later Play Later Lists Like LikedKathy 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.…
1 Want to Grow Your Influence with Cybersecurity Webinars? 20:40
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Play Later Play Later Lists Like LikedHackTalk: 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?…
1 Step by Step How I Brought On New Clients Without Meeting in Person 50:19
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Play Later Play Later Lists Like LikedWhat's Working Now: This advisor explains how he brought on a high net worth client couple without ever meeting them in person.
1 Don’t Underestimate the Complexity: Why I Specialize in Student Loan Advice 50:03
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Play Later Play Later Lists Like LikedWhat’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.
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AdvisorRadio: Actionable Insights for Thriving Advisors
1 Helping Your Business Owner Clients (and Yourself!) 27:43
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Play Later Play Later Lists Like LikedJeff 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.
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1 Virtual Prospecting: How I Connect With Clients and Prospects Without Leaving the House 39:10
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Play Later Play Later Lists Like LikedWhat’s Working Now: This advisor shares how he communicates virtually with clients and prospects, now more than ever.
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1 How to Use Digital Communication to Build Relationships 32:11
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Play Later Play Later Lists Like LikedBuilding 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.
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AdvisorRadio: Actionable Insights for Thriving Advisors
1 Embracing Change: How to Get Started With Webinars—Even if You’re not Tech-Savvy 49:27
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Play Later Play Later Lists Like LikedThis 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.
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AdvisorRadio: Actionable Insights for Thriving Advisors
1 Communicating Chaotic Markets and Tax Changes to Clients 28:39
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Play Later Play Later Lists Like LikedListen 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.
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AdvisorRadio: Actionable Insights for Thriving Advisors
1 It’s Not So Different: An Advisor Transitions to Online Education 41:26
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Play Later Play Later Lists Like LikedWhat’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.
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1 Communication Techniques That Will Alleviate Client Fear and Confusion 31:19
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Play Later Play Later Lists Like LikedMarcia 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…
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AdvisorRadio: Actionable Insights for Thriving Advisors
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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AdvisorRadio: Actionable Insights for Thriving Advisors
1 A Day in the Life: Working From and Talking to Clients During the Pandemic 17:33
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Play Later Play Later Lists Like LikedWhat’s Working Now: This advisor is keeping his morning routine even while working from home, and proactively communicating with clients during the pandemic.
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AdvisorRadio: Actionable Insights for Thriving Advisors
1 Get Ready for the New Normal: Why Advisors Need Virtual Communication Now 46:15
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Play Later Play Later Lists Like LikedWhat’s Working Now: This advisor shares how he has transitioned his financial education strategy online.
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AdvisorRadio: Actionable Insights for Thriving Advisors
1 The Power of the Model: Calming Client Fears (and Bringing in New Assets) 25:09
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Play Later Play Later Lists Like LikedWhat’s Working Now: This advisor got over his initial paralysis and started actively communicating about the crisis with clients, reminding them of their model.
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AdvisorRadio: Actionable Insights for Thriving Advisors
How are other advisors handling the crisis? Ellen interviews Mitch Slater, a top UBS advisor about what’s working for him and his time. Listen in and learn the most important thing to be focusing on when talking to clients, the unique video Mitch and his team sent out to clients, and how his time has adjusted to working remotely and what’s working for them now.…
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AdvisorRadio: Actionable Insights for Thriving Advisors
Lisa Dadd, sales trainer and coach shares with Ellen Rogin how to truly serve your clients during this challenging time and not feel icky about sales. Learn how to sell in sensitive times like these, how the title “advisor” sets you up to make this one critical mistake, and the best way to approach conversations with clients to build long-lasting loyal relationships.…
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AdvisorRadio: Actionable Insights for Thriving Advisors
1 How to Make Sure Your Remote Office is Cybersecure 16:56
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Play Later Play Later Lists Like LikedLearn what needs to be done to protect yourself and your clients while working remotely. Plus, emerging coronavirus threats and Zoom security issues on this episode of HackTalk.
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AdvisorRadio: Actionable Insights for Thriving Advisors
1 5 Things Advisors Need to Be Doing in a Crisis 30:30
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Play Later Play Later Lists Like LikedThe world is crazy right now, but there are still smart moves you can be making when it comes to client communication and tax planning. Listen as Debra Taylor shares her expertise.
A
AdvisorRadio: Actionable Insights for Thriving Advisors
1 The Fed Acts, COVID-19 and Economic Anxieties Continue to Rattle Investors 19:46
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Play Later Play Later Lists Like LikedAdvisor TalkingPoints: As the country copes with the human impact of the coronavirus, the markets experience unprecedented volatility in reaction to the vast uncertainty. The strain to the economy is real, but the swift actions of the Fed may do a great deal to reduce long-term damage.
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AdvisorRadio: Actionable Insights for Thriving Advisors
1 Putting the Panic into Perspective—Key Takeaways from the Market Plunge 21:02
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AdvisorRadio: Actionable Insights for Thriving Advisors
1 What You Need to Know About Tax Identity Theft 19:51
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1 Coronavirus—Communicating the Market’s Decline to Clients 17:48
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AdvisorRadio: Actionable Insights for Thriving Advisors
1 Digging in Deeper: Answering Your Questions About the SECURE Act 30:32
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1 How Tax Planning Nets Me My Biggest Clients 35:04
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1 How to Find a Target Market You're Passionate About and Become a Niche Expert 34:46
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1 Why I Stepped in to Help Other Advisors' Clients Navigate Medicare 58:21
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1 3 Cybersecurity Scams That Wreaked Havoc Over the Last Decade and New Threats Poised to Plague the 2020's 28:15
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1 Getting Nitty-Gritty With Tax Planning Software: Part 2 45:04
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Play Later Play Later Lists Like LikedListen in as Debra Taylor describes the pros and cons of various tax planning softwares her firm has been working with.
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Advisor TalkingPoints: Prepare for client interactions with this month’s review. First we analyze the link between earnings and stock market performance, then consider 2019, recession talk, employment growth…and take a look ahead.
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1 How We Use Tax Planning Software to Help Clients 24:56
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Play Later Play Later Lists Like LikedListen as Debra Taylor explains the processes her firm uses as they identify tax planning needs, and the software she is excited to work with.
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AdvisorRadio: Actionable Insights for Thriving Advisors
1 Dismal Cybersecurity Quiz Results Reveal Opportunities for Advisors, Newborns Target of Identity-Theft, and Should You Give Your Doctor Your Social Security Number? 14:58
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Play Later Play Later Lists Like LikedA new cybersecurity survey from Pew Research Center reveals just how much help the public needs with this topic. Plus, newborns are falling victim to identity thieves before they even get home from the hospital! Learn how to help parents protect their children. And, should you really give your doctor's office your Social Security number? What to say when they ask.…
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Similar to AdvisorRadio: Actionable Insights for Thriving Advisors
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
…
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It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
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Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
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News and views on business and the world of personal finance. Plus the very latest from the financial markets around the globe
…
continue reading
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
…
continue reading
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
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