AdvisorRadio: Actionable Insights for Thriving Advisors

Mar 03 2025 100 ep. 31 mins 48
AdvisorRadio: Actionable Insights for Thriving Advisors Podcast artwork

Learn what really moves the needle in your business from financial 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.

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AI for Practice Efficiency: How Advisors Are Streamlining Workflows and Unlocking New Opportunities

Mar 03 2025 43 mins  
Financial 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:

AI-Powered Marketing: How Financial Advisors Are Winning Clients in 2025

Feb 28 2025 40 mins  
Nearly 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 A

AI Revolution in Financial Advisory: Trends and Transformations

Feb 26 2025 33 mins  
Financial 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

How Cultivating the Next Generation Easily Generates Valuable New Accounts

Oct 14 2022 17 mins  
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

Sep 27 2022 37 mins  
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

Sep 22 2022 18 mins  
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

Dec 10 2021 25 mins  
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 2

Social Security and Medicare: What’s New for 2022

Dec 02 2021 36 mins  
• 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 c

A 4-Part Framework For Streamlining Your Business

Aug 15 2021 38 mins  
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

Jun 18 2021 44 mins  
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 Tay