Be Advised - Leading with Value

Advisors, when was the last time you moved one of your processes online for greater client outreach and accessibility? In this episode, Brad Swineheart is joined by Jeremy Houser, VP, Senior Advisor Development Consultant at InsurMark and creator of the Advisor Mentorship Program (AMP), to talk about all things marketing.  Brad and Jeremy dive into … Continue reading Mastering Your Digital Outreach with Jeremy Houser (Ep. 59) →

Advisors, think about your marketing: Are you ready to learn the tips and tricks you need to enhance your online and offline footprint for the years to come? In this episode, Brad Swineheart is joined by Susan Theder, the Chief Marketing and Experience Officer at FMG Suite. Susan details how she assists advisors with their … Continue reading Advisors, Here’s Why Marketing Is An Ascendant Journey with Susan Theder (Ep. 58) →

Every time a new tax law gets introduced, it is increasingly important to understand its impact on our portfolio and, ultimately, on our taxes.  In this episode, Ed Slott joins Brad Swineheart to navigate the ins and outs of the SECURE Act 2.0 and its role within the new tax laws rolling out this year.  … Continue reading New Year, New Tax Laws with Ed Slott, CPA (Ep. 57) →

Have you ever thought about making your greatest passion your career?  FEL3000ft has taken a loving passion of his and has turned it into a successful career that allows him to express himself and give back to his community in several ways.  After trying to jazz up the decor around his house, Brad Swineheart found … Continue reading Turning Passion Into A Lifelong Portfolio with FEL3000ft (Ep. 56) →

From holistic and personalized planning to addressing and solving client concerns, these are some of the key elements that successful advisors are implementing within their practices, leading to business and client growth. In this episode, Brad Swineheart is joined by Daniel Biagini, the head of sales at American Equity. Daniel is all about leveraging his … Continue reading Advisors, Get Ready To Grow & Break The Traditional Business Model with Daniel Biagini (Ep. 55) →

How do the top 8% build successful brands? If you’re an entrepreneur and want your brand to evolve but struggle with standing out or securing long-term clients, then this episode is for you. This week, Cody Askins, founder of The 8% Nation, joins Brad Swineheart to share what it takes for advisors and agents to … Continue reading The Road to 8%: How to Succeed At Building A Brand with Cody Askins (Ep. 54) →

At a certain point in your career, you will have the opportunity to speak in front of a large audience.  Whether it be for a seminar, a business meeting, or simply a sales pitch to a new investor, your public speaking skills will have to shine through and wow someone, which can be tough when … Continue reading Business Leaders, Get Ready To Sharpen Your Presentation Skills with Pat Quinn (Ep. 53) →

“In the very first workshop I did, I made zero money. There were just 20 people, and I received only one appointment.” — Roy Snarr, CEO of Snarr Financial & Insurance Services, Inc. Despite spending thousands of dollars and countless hours, your seminar might not go as planned. So, how do you deal with such … Continue reading How To Deal With Unsuccessful Seminars with Roy Snarr, CFF®, CLTC®, NSSA®, LACP™ (Ep. 52) →

Have you ever felt like a general 9-5 office job may not be for you? Wondering what it would be like to work for yourself and manage your own business defined by your rules and processes? Then self-employment might be the direction for you.  Although managing your own business may seem like a never-ending process … Continue reading Being Your Own Boss with Curtis Cottle (Ep. 51) →

Advisor success often leads to new problems: For example, when running our own business, it is natural to want to step into each business role to stay true to the brand we are creating. Although admirable, it is almost impossible to manage every single process. By delegating, coaching, and offering your expertise in certain areas … Continue reading The Power of Coaching for Financial Advisors with Jamie Hopkins, MBA, CFP®, LLM, CLU®, CHFC®, RICP® (Ep. 50) →

When looking to attract new clients, it is vital to understand what the landscape looks like before you jump back into the same old prospecting routine. By strengthening presentation skills, many advisors have learned how to communicate effectively both in person and virtually to connect with prospective clients, creating loyal connections for the years to … Continue reading What now? Here’s What You Need to Know About Seminars with Frank Maselli (Ep. 49) →

Maintaining relationships with clients is crucial for financial advisors. And one of the ways to do this is by constantly connecting with them about their interests or things they care about. In this episode, Brad Swineheart is joined by Andrew Saksa, Senior Vice President Business Development at ReminderMedia. Andrew explains the importance of staying connected … Continue reading Building Relationships Through Magazines with Andrew Saksa (Ep. 48) →

When looking to secure clients and referrals, you get to decide how you are viewed online and what assets you bring to the table. The key is confidence and authority.  By creating a presence online and emerging yourself across various platforms, you are creating the most authoritative version of yourself.  In this episode, Brad Swineheart … Continue reading Trusted Branding with Mike Saunders (Ep. 47) →

When looking to secure clients and referrals, it is extremely important to treat them as prospects in the initial part of your journey. Gift giving, remembering important dates and check-in calls are a couple ways you can stand out as an advisor compared to your competitors.  In this episode, Brad Swineheart speaks with Brandon Hegg, … Continue reading Step Up Your Practice with Brandon Hegg (Ep. 46) →

The pandemic has forever changed the way a lot of companies do business. Since March 2020, whether you worked in fitness or finance, you have been forced to pivot to an online business model in order to keep money coming in. In this episode, Brad Swineheart speaks with Bradly Gotto, owner of Fiat Wealth Management. … Continue reading The Online Pivot with Bradly Gotto, Fiat Wealth Management (Ep. 45) →

Whether you’re working in finance or fitness, it is extremely important to understand how all aspects of your business operate.  Understanding your company’s operation is crucial to overall success.  In this episode, Brad Swineheart speaks with Marc Lobliner, CEO of MTS Company. From sales to shipping & receiving, Marc discusses the importance of the CEO … Continue reading Finances & Gains with Marc Lobliner (Ep. 44) →

When looking for new potential clients or new ways to engage with your current clientele, it is extremely important to make sure you are going that extra mile to create solid relationships that will last a lifetime.  Meeting your clients face-to-face or being available to talk through their concerns whenever they arise is an important … Continue reading 43. Reeling in New Clients with Ed Slott →

When looking for new potential clients or new ways to engage with your current clientele, it is extremely important to position yourself online so that you are easily accessible.  Connecting with clients through social media is essential in furthering your current client relationships. In this episode, Brad Swineheart speaks with Marc Rogers, founder of Producers … Continue reading 42. Navigating Your Brand Presence on Social Media with Marc Rogers →

When looking for a financial planner, it is important to find someone you trust. When handing over your finances to someone, it is extremely crucial that they are aligned with you, your goals and your long term investments. In this episode, Brad Swineheart speaks with Jason Brotsky, managing partner of Strategic Partners Financial Group, a … Continue reading 41. Creating Communication Bridges with Jason Brotsky →

As a financial advisor, marketing towards clients and prospects can be a tricky process.  But it shouldn’t be. Because you not only want to attract new clients but also impress the clients you already have, all while improving staff morale.  In this episode, Brad Swineheart speaks with Matthew Newman, chief strategy officer at Advisors Excel, … Continue reading 40. Successful Marketing Methods for Advisors to Generate Clients With Matthew Neuman →