Be Advised with Brad Swineheart

NEW SEASON - Coming Soon

Brad Swineheart — Wed, 08 Apr 2026 10:59:35 -0400

Sneak peek into the upcoming season as Be Advised launches brand new episodes with exciting new guests.

Mastering Your Digital Outreach with Jeremy Houser (Ep. 59)

Brad Swineheart — Wed, 14 Jun 2023 07:00:19 -0400

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 the world of marketing for financial advisors while exploring the value of webinars, meetings, and online messaging to further grow and develop your business.

Brad and Jeremy discuss:

The benefits of moving towards a more virtual business model
Some reasons why you might want to consider podcasting if you have clients who are not able to meet you in person
The value of elevating your digital outreach (and digital footprint) game and ways it can help you (effectively) connect with clients in the virtual realm
Ways advisors (like you!) can effectively leverage and manage your time by outsourcing your marketing efforts
How to determine your marketing budget
And more!

Resources:

Connect with Jeremy Houser:

Connect with Brad Swineheart:

About Our Guest:

As a trusted consultant and advisor to the financial professionals he serves, Jeremy Houser is committed to helping you professionalize all aspects of your practice and unlock your full potential.

In early 2018, Jeremy identified a clear gap in service and support for advisors across the nation and built the Advisor Mentorship Program (AMP) to address and close it. One of his passions within AMP is to help advisors refine their own processes and attract clients instead of chasing them.

Today, this program continues to help a select group of advisors stay focused on achieving consistent growth while adding value to their practice and developing Business Alpha through the resources available through InsurMark.

Advisors, Here’s Why Marketing Is An Ascendant Journey with Susan Theder (Ep. 58)

Brad Swineheart — Wed, 10 May 2023 07:00:11 -0400

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 marketing, helping them take their practice to the next level.

Discover how Susan takes the passion she sees in others to use it as a driving force to build her client’s brand while incorporating the personal touch to make their practice unique.

Brad and Susan discuss:

Some ways you can keep up with your clients regularly while being mindful of their current life events
How to elevate your LinkedIn profile
The value of constantly updating your website and social profiles
Strategies to diversify the content you produce according to your client’s age demographic
Why giving away resources is more important than giving away information
The importance of developing a content strategy
And more!

Resources:

LinkedIn: Samantha Russell

Connect with Susan Theder:

Connect with Brad Swineheart:

About Our Guest:

Susan Theder is the Chief Marketing and Experience Officer at FMG Suite and a member of the company’s Senior Leadership Team. Susan emphasizes the importance of customer-focused strategies that leverage data and technology to deliver personalized and customized experiences that WOW.

She has a passion for helping financial professionals grow and market their businesses and is an active supporter of women and diversity initiatives. She was named CMO of the year by WealthManagement.com in 2019 and a Women to Watch by Investment News in 2019. Susan currently serves on the Board of Directors for SMARSH and ComplySci, both leading SaaS/RegTech companies serving the financial services industry.

Before joining FMG Suite, Susan served as Chief Marketing Officer at both Advisor Group and Cetera Financial Group, where she was responsible for all aspects of marketing and advisor marketing. Before that, she was a Managing Director at Pershing/BNY Mellon and held senior positions in marketing, product management, and practice management at Fidelity Investments.

New Year, New Tax Laws with Ed Slott, CPA (Ep. 57)

Brad Swineheart — Wed, 12 Apr 2023 07:00:13 -0400

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.

When navigating these changes, it’s common for consumers to skip over the fine print and not fully understand how their taxes will be affected. So, advisors, get ready to explore the world of taxes going into 2023 and how you can help your clients save on them.

Ed and Brad discuss:

Ways the SECURE Act 2.0 is changing the regulations around RMDs
Why high inflation can help us save on taxes
What you should know about rollovers from 529 plans to Roth IRAs
The importance of advisors supporting and assisting clients with their planning
The value of building client-advisor relationships
And more!

Resources:

Books by Ed Slott

Connect with Ed Slott:

Connect with Brad Swineheart:

About Our Guest:

Ed Slott is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable, and entertaining advice. He has been named “The Best Source for IRA Advice” by The Wall Street Journal, and USA Today wrote, “It would be tough to find anyone who knows more about IRAs than CPA Slott.”

Turning Passion Into A Lifelong Portfolio with FEL3000ft (Ep. 56)

Brad Swineheart — Wed, 15 Mar 2023 07:00:03 -0400

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 his way to FEL3000ft, an original graffiti artist based out of Detroit who has been known for turning some magnificent buildings into pieces of art over the years.

This week, FEL3000ft unveils everything you need to know about his career path as a graffiti artist. He highlights how invigorating it is to love what you do every day, just like many of the advisors listening today.

Fel discusses:

Some of the projects he has worked on
Hip-hop as an inspiration for the theme of his projects
Outreach programs as a way of giving back to his community
His approach to inspiring youth
What you should know about ‘staying hungry’
And more!

Connect with FEL3000ft:

Connect with Brad Swineheart:

About Our Guest:

Fel3000ft started doing graffiti/street art in 1982, as immersed himself in hip-hop culture. After many years of painting in Detroit, he realized the importance of his voice artistically and felt he could do something positive with that voice. He writes his thoughts and passion for the people and the communities next to the art pieces Fel300ft paints on the walls as a positive word. His need to fight for the things that he believes in, the community he lives in, and his friends, neighbors, and families are put at the forefront of all of his work.

Advisors, Get Ready To Grow & Break The Traditional Business Model with Daniel Biagini (Ep. 55)

Brad Swineheart — Wed, 15 Feb 2023 06:00:00 -0500

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 background of guiding strategy, product development, and client experience to promote growth among his clients. So, listen in as Brad and Dan speak about how advisors today are breaking the traditional business models and how these new strategies are working to bring in new prospects.

Brad and Dan discuss:

How to identify value among advisors in the industry
New prospecting methods that advisors are taking on to bring in and maintain clients
The importance of building a company culture that clients can relate to
Ways your marketing can change the way clients perceive and interact with your business
Must-know tips and tricks advisors can use to take their business to the next level
And more!

Resources:

Connect with Daniel Biagini:

Connect with Brad Swineheart:

About Daniel Biagini:

Dynamic asset management and insurance industry leader with 10+ years of success. Proven track record of guiding strategy, product development, and client experience that drives growth, competitive advantage, and operational excellence.

The Road to 8%: How to Succeed At Building A Brand with Cody Askins (Ep. 54)

Brad Swineheart — Wed, 11 Jan 2023 06:00:38 -0500

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 succeed at scaling their company brand. Cody details his approach to referrals, hiring, coaching, and training to help insurance professionals succeed.

Brad and Cody discuss:

The value of tailoring your brand to a specific market
The truth about brand representation
Ways building a brand tied to SEOs benefits your business marketing
Cody’s ideal client base and the core training he and his team can provide to them
The importance of storytelling
And more!

Resources:

Connect with Cody Askins:

Connect with Brad Swineheart:

About Our Guest:

With over a decade of insurance sales knowledge, Cody Askins knows what it takes for agents to succeed in the insurance industry.

Cody started in the insurance industry when he was just 20 years old while attending school full-time and playing college basketball. He made a goal to make 6-figures during his first year, and in only eight months, Cody made over $117,000.

During his first year, Cody developed a system to set more appointments and get the most out of his leads. Now, it’s Cody’s mission to help agents build skills and learn the necessary mindset to achieve any goal that they’ve set for themselves.

Cody offers a variety of private and group coaching courses. As the creator of Telesales Mastery Members, the CA Sales System, and Success Society, he also creates custom Lead Generation Consulting.

Business Leaders, Get Ready To Sharpen Your Presentation Skills with Pat Quinn (Ep. 53)

Brad Swineheart — Wed, 14 Dec 2022 06:00:51 -0500

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 put under pressure.

But it doesn’t need to be like that anymore.

This week, Brad Swineheart is joined by Pat Quinn, a speaking coach who helps business leaders sharpen their presentation skills. As a former professional magician and high school teacher who has spoken to audiences worldwide, Pat knows how to read an audience unlike anyone else. And that’s why he’s here to share the tips and techniques you need to strengthen your public speaking.

Pat discusses:

The correct measure of success when public speaking
Strategies to get on stage and prepare to speak in front of a large audience
How his experience as a teacher and magician has aided in his confidence to speak to an audience
The value of storytelling when it comes to public speaking
How offering the right amount of information can separate a good from a great speaker
The difference between helping and overwhelming the crowd you’re speaking to
And more!

Connect with Pat Quinn:

Connect with White Glove:

About Our Guest:

A former professional magician who learned the art of commanding a stage early in his career. With an advanced degree in brain research, Pat Quinn understands how adults learn new information. As a consultant and speaker, he has keynoted the biggest conferences and spoken to audiences from around the world.

How To Deal With Unsuccessful Seminars with Roy Snarr, CFF®, CLTC®, NSSA®, LACP™ (Ep. 52)

Brad Swineheart — Wed, 16 Nov 2022 06:00:38 -0500

“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 unsuccessful seminars?

In this episode, Brad Swineheart joins Roy Snarr, CFF®, CLTC®, NSSA®, LACP, author, speaker, founder of Snarr Academy, and member of the Million Dollar Round Table (MDRT). Together, they talk about how failed seminars can contribute to long-term success for advisors.

Roy discusses:

How to gather an audience for less popular (and sometimes unattractive) seminar topics
The power of consistency in event marketing
Why November and December are great months to host seminars
How to skyrocket your post-seminar engagement through personalized videos
And more!

Resources:

Connect with Roy Snarr:

Connect with White Glove:

About Our Guest:

With over a decade of experience, Roy Snarr has helped thousands of people from coast to coast become educated on the most relevant retirement planning strategies. Roy has also made regular ongoing national/local television appearances on all major networks and is a nationally syndicated published author and contributor.

His dedication and passion have enabled him to build a nationally recognized business and be a part of the most pristine association of financial professionals, the Million Dollar Round Table (MDRT).

In addition, Roy serves as a local board member for the Society of Financial Services Professionals (FSP). Roy’s current designations include CFF-Certified Financial Fiduciary® LACP-Life and Annuity Certified Professional and the NSSA (National Social Security Advisor).

Roy is also the founder of Snarr Academy, a revolutionary training and credibility platform designed to help agents, advisors, and agencies succeed in the Asset Protection and Long Term Care Space.

Being Your Own Boss with Curtis Cottle (Ep. 51)

Brad Swineheart — Wed, 26 Oct 2022 07:00:15 -0400

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 of delegating, coaching, and managing, there are a number of benefits to this type of employment, including being your own boss.

In this episode, local investment advisor representative and licensed insurance professional Curtis Cottle joins Brad Swineheart to explain how he kick-started his career in the retirement and financial services industry. Curtis also sheds light on the processes he has integrated into his business model as a first-time entrepreneur.

Curtis discusses:

How to know if self-employment is right for you
Ways he has been implementing education, marketing, workshops, and seminars within his business
How the pandemic impacted the way he connected with clients and prospects
What people don’t tell you about starting a business from the ground up
The power of coaching and how it can benefit your team and business
And more!

Resources:

Entrepreneurs’ Organization

Connect with Curtis Cottle:

Connect with White Glove:

About Our Guest:

Local investment advisor representative, and licensed insurance professional, Curtis Cottle, is highly achieved in business and finance. Many pre-retirees and retirees have been served and educated on how to potentially preserve their assets, increase their income and reduce their income taxes.

In 2011 Curtis qualified for the Top Producers Escape sponsored by Insurance Agency Marketing Services, Inc. Here, he was recognized for being in the top 5% of all producing agents. When he first qualified, he was the youngest ever to have achieved this degree of recognition. Curtis is also a featured local speaker helping retirees and pre-retirees with seminars focused on how to Optimize Your Social Security Benefits.

The Power of Coaching for Financial Advisors with Jamie Hopkins, MBA, CFP®, LLM, CLU®, CHFC®, RICP® (Ep. 50)

Brad Swineheart — Wed, 14 Sep 2022 07:00:59 -0400

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 to new hires, you can sit back and focus on the aspects that matter, bringing in new prospects and managing the business the way you see fit.

In this episode, Brad Swineheart speaks with the managing partner of wealth solutions at Carson Group, Jamie Hopkins. Jamie explains how growing a business starts with handing off jobs to employees while detailing the value of failing to grow and succeed.

Jamie discusses:

How to determine if your employees are benefiting your business
The power of delegating, especially in a new business environment
Key factors to look for when recruiting new employees
The importance of promoting growth within your business
And more!

Connect with Jamie Hopkins:

Connect with WhiteGlove:

About Our Guest:

Jamie Hopkins is the Managing Partner of Wealth Solutions at Carson Group, a national wealth management firm that offers coaching and partnership to financial advisors. A nationally recognized writer, researcher, and educator, Jamie is a regular contributor to Forbes, InvestmentNews, and MarketWatch. He has been published in dozens of financial, educational, and legal journals, and he’s the media’s go-to expert on retirement income planning and tax law.

What now? Here’s What You Need to Know About Seminars with Frank Maselli (Ep. 49)

Brad Swineheart — Wed, 03 Aug 2022 07:00:10 -0400

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 come.

In this episode, Brad Swineheart speaks with Frank Maselli, best-selling author, award-winning keynote speaker, and coach at White Glove. Frank shares must-know public speaking techniques while explaining his approach to helping advisors shape and sharpen the work they do through seminars and information sessions.

Frank discusses:

The role of emotions when it comes to connecting with new clients
Exactly how to deliver an engaging presentation and seminar
Storytelling as a seminar asset
How to build a foundation of trust among prospective clients
How online webinars have changed the environment of financial services
The value of having an online presence in today’s business world
And more!

Resources:

The MASELLI Group Store

Connect with Frank Maselli:

Connect with WhiteGlove:

About Our Guest:

Frank Maselli is a 3X best-selling author and an award-winning keynote speaker and coach in the financial services industry. For over thirty years, Frank has helped thousands of financial professionals grow and enjoy their business with modern skills that resonate with today’s clients. His programs are founded on deep expertise in human psychology, and he is renowned for his cutting-edge thinking and his electrifying (and entertaining) delivery.

Building Relationships Through Magazines with Andrew Saksa (Ep. 48)

Brad Swineheart — Wed, 29 Jun 2022 07:00:42 -0400

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 with your clients while unveiling how the company takes care of this by creating and sending branded magazines according to their interests and needs.

Brad and Andrew discuss:

The importance of connecting with your client and their spouse
Which type of content should be shared through magazines
Reasons magazines are still useful in today’s day and age
The crux of getting more referrals
And more

Connect with Andrew Saksa:

LinkedIn: Andrew Saksa

Connect with WhiteGlove:

About Our Guest:

Andrew Saksa is the Senior Vice President Business Development at ReminderMedia, a media and marketing firm founded in 2003 that helps businesses solidify their relationships with key clients with a customizable 48-page American Lifestyle magazine.

Previously, Andrew co-founded MyPistevo.com, an application for criminal background checks. And he also volunteered as a Grief Facilitator/ Soccer Coach for New Hope for Kids, a nonprofit that helps children in need suffering from grief, loss, or life-threatening illnesses.

Trusted Branding with Mike Saunders (Ep. 47)

Brad Swineheart — Wed, 13 Apr 2022 07:00:50 -0400

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 speaks with Mike Saunders, authority marketing strategist and host of the Influential Entrepreneurs podcast. Mike discusses how he elevated his presence among clients and future prospects by getting involved in different media platforms and creating a trusted persona for himself that people can look to for advice.

Brad and Mike discuss:

What branding really means for a business
The “WIIFM” mentality and how you can use it to your advantage among clients
Why the platform your content is placed on will determine the audiences interactions with it
The importance of being online in today’s business world
And more

Connect With Mike Saunders:

Connect With WhiteGlove:

About Our Guest:

Mike Saunders holds an MBA in Marketing and serves the small and medium-sized business market. In addition to coaching and consulting clients in his firm Marketing Huddle LLC, he teaches Marketing as an Adjunct Marketing Professor at three universities.

Step Up Your Practice with Brandon Hegg (Ep. 46)

Brad Swineheart — Wed, 30 Mar 2022 07:00:52 -0400

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, a consultant at Dynamic Directions. Brandon discusses how he takes his client experience to the next level through creating long lasting relationships and focuses on wowing his current client base.

Brad and Brandon discuss:

The importance of ongoing client check-in calls
Strategies they use to create special relationships with clients
How accountability can lead to positive change when dealing with upset clients
Unique branded items that customers will cherish and remember you by
And more

Connect With Brandon Hegg:

Connect With WhiteGlove:

The Online Pivot with Bradly Gotto, Fiat Wealth Management (Ep. 45)

Brad Swineheart — Wed, 16 Mar 2022 07:00:20 -0400

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. Bradly discusses how he markets to baby boomers to share how to spend their money in retirement, along with how his business has changed as a result of COVID-19.

Bradly discusses:

The challenges of pivoting to an online business model
The importance of creating a LinkedIn presence for your business
The negative effects of constantly changing your marketing strategy
Advising baby boomers how to effectively spend their money either near or at retirement
And more

Connect With Brad Gotto:

Connect With WhiteGlove:

Finances & Gains with Marc Lobliner (Ep. 44)

Brad Swineheart — Wed, 02 Mar 2022 06:00:40 -0500

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 knowing how to do all the jobs in the company and understanding how each of the roles maintains the efficiency of the business.

Brad and Marc discuss:

The role the CEO plays in a company’s success
Being addicted to success
The importance of never giving up
How the gym impacts your life and finances
And more

Connect With Marc Lobliner:

Connect With WhiteGlove:

43. Reeling in New Clients with Ed Slott

Brad Swineheart — Wed, 16 Feb 2022 06:00:29 -0500

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 part of fostering solid relationships.

In this episode, Brad Swineheart speaks with Ed Slott, CEO of Ed Slott and Company of IRA experts ready to help you with all of your financial goals. Ed discusses how he has connected with new prospects and the important things advisors should know when creating lifelong business relationships.

Brad and Ed discuss:

Virtual programs they offer to their clients
The connection a face-to-face chat with new prospects
How technology has elevated our online experience
The importance of having a financial advisor
And more

Connect With Ed Slott:

Linkedin: Ed Slott

Connect With WhiteGlove:

42. Navigating Your Brand Presence on Social Media with Marc Rogers

Brad Swineheart — Wed, 02 Feb 2022 05:00:25 -0500

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 Prospect, a one stop solution for financial professionals looking to modernize their practice with forward-thinking marketing strategies and advanced resources for the digital age of financial services. Marc discusses the importance of innovation within the online market and shares tips on how to strengthen your client relationships.

Brad and Marc discuss:

How the pandemic has affected online advisor marketing
How to gain new clients through social media
Why it is important to position yourself on social media platforms
The importance of brand presence online when looking for new clients
And more

Connect With Marc Rogers:

Connect With WhiteGlove:

About Our Guest:

Marc Rogers is an established force in the financial industry. He has been mentored by professionals in the field such as Doug McDermott, the founder of The Annuity Store and key designer of the first ever fixed index annuity. Marc’s drive and knowledge is based on his teachings from top of the line industry leaders who have expertise on the ins and outs of the financial services industry.

41. Creating Communication Bridges with Jason Brotsky

Brad Swineheart — Wed, 19 Jan 2022 06:00:55 -0500

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 financial planning and wealth management firm that focuses on helping clients create their personal financial plans in accordance with their goals for now and in the future.

Jason discusses:

Why it is important to detail your communication expectations to your advisor
The importance of keeping a consistent client relationship
What you need to know if you are thinking of selling your business
Why they like hiring younger advisors
And more

Connect With Jason Brotsky:

Connect With WhiteGlove:

About Our Guest:

Jason Brotsky is a licensed independent advisor and currently the managing partner of Strategic Partners Financial. Jason is responsible for ensuring that all clients of Strategic Partners Group receive a consistent, exceptional experience when working with their team. In recent years, Jason has led an initiative to proactively partner with experienced legacy advisors in their community to develop succession and continuity plans for the advisors and their clients.

40. Successful Marketing Methods for Advisors to Generate Clients With Matthew Neuman

Brad Swineheart — Wed, 05 Jan 2022 06:00:24 -0500

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, a marketing and communications firm focused on improving clients’ marketing practices and giving them access to proven sales strategies and tested seminar tactics. They focus on giving clients proven processes they can integrate and adapt into their own business.

Matthew discusses:

Why first meetings with new clients are the most important process in a business venture
The mindset you need to keep improving yourself and your business ethic
Staffing culture strategies, operational processes and how to track profitability
How you can turn a small purchase into a profitable flipping business
And more

Connect With Matthew Neuman:

Connect With WhiteGlove:

About Our Guest:

Matthew Neuman is a financial advisor and chief strategy officer at Advisors Excel, a marketing advisor program that offers businesses and entrepreneurs access to many proven campaign strategies that will help gain prospects and clients. Matthew is known for allowing his clients to pave their own way in the business world by presenting them with small tokens that can change the way they view business processes and attitudes. With two decades of experience partnering with financial professionals, he has coached over 700 of the nation’s elite offices. Matthew is a firm believer in constantly challenging yourself, pushing yourself out of your comfort zone to try new hard things and making a difference with every move you make.

39. Spending More Time and Money on Marketing and Public Relations With Marie Swift

Brad Swineheart — Wed, 22 Dec 2021 06:00:54 -0500

As a financial advisor, marketing and public relations may not be high on your list of must do.

But they should be. Because you not only want to attract new clients but also impress the clients you’ve already got.

In this episode, Brad Swineheart speaks with Marie Swift, president and chief executive officer of Impact Communications, a public relations and marketing communications firm focused on the financial services industry. You will learn ways to successfully stay in front of your clients and prospects using marketing and public relations.

Marie discusses:

Why advisors don’t spend enough time and money when it comes to marketing and PR
The strategy of read and feed in relation to marketing and education
What strategies are working in terms of marketing success
What an advisor could focus on from a digital perspective to showcase the human side of their business
And more

Connect With Marie Swift:

Connect With WhiteGlove:

About Our Guest:

Marie Swift is the president and CEO of Impact Communications, a full-service marketing communications firm serving a select group of independent financial advisors and allied institutions. Marie is known for bringing good ideas to financial advisors through her speeches, workshops, boot camps, webinars, podcasts, videos, and written works. A thought leader for thought leaders, she is known for bringing some of the industry’s best and brightest voices together for dialog and debate.

38. Leading Clients to an Optimal Retirement With Joe Elsasser CFP®

Brad Swineheart — Wed, 08 Dec 2021 05:00:34 -0500

Necessity is the mother of invention, and as a financial advisor, it helps to develop the strongest retirement strategies for your clients.

In this episode, Brad Swineheart speaks with Joe Elsasser, CFP® founder and president at Covisum®, LLC. Joe shares his thoughts about crafting optimal decisions for Social Security benefits and taxes, and the conversion of assets to guarantee income.

Joe discusses:

Why Social Security is a big part of ongoing client education
How to plan for retirement with tax uncertainty
How advisors can calm unwarranted alarm from clients
And more

Resources:

Forbes: Experiential Retirement Planning Boosts Client Retention, Satisfaction

Connect With Joe Elsasser CFP®:

Connect With WhiteGlove:

About Our Guest:

Joe Elsasser CFP®, developed Social Security Timing® in 2010 because, as a practicing financial advisor, he couldn’t find a Social Security tool that would help his clients make the best decision about when to elect their benefits. Inspired by the success of Social Security Timing, Joe founded Covisum®, a financial tech company focused on creating a shared vision throughout the financial planning process.

37. The Four Stages of Life Transition With Ross Marino

Brad Swineheart — Wed, 24 Nov 2021 05:00:19 -0500

Your emotions are what drive most of the decisions you make in your life. And the more dramatic the change, the stronger your emotions will be.

In this episode, Brad Swineheart speaks with Ross Marino CFP®, CPFA, CeFT®, founder of Transitus Wealth Partners, about some personal disruptions that led him to writing a book called “Shaping Change”. Ross and Brad also discuss how to manage your client relationships when your clients are in the midst of a life transition.

Ross discusses:

What led him to write the book called “Shaping Change”
How to address uncertainty in someone’s life and get them back into financial planning
The four stages of transition––and how he walks clients or prospects through each stage
And more

Resources:

Shaping Change: How To Respond When Life Disrupts Your Retirement Plan by Ross Marino CFP®, CeFT® and Susan Bradley CFP®, CeFT®

Connect With Ross Marino:

Connect With WhiteGlove:

About Our Guest:

Ross Marino: Do you remember any gifts from your 15th birthday? Ross Marino does. Ross received a copy of Money magazine, and it shaped his life. A subscription to Psychology Today soon followed. From an early age, he was fascinated with how people think and what they do with money. Ross grew up outside of Cleveland, OH, then headed to Stetson University in Florida, where he wrestled. His career as a financial advisor began in 1988, and he has been helping people ever since.

36. When Life Punches You in the Face, Fight Back With Erik Allen

Brad Swineheart — Wed, 10 Nov 2021 06:00:43 -0500

Some financial advisors quit their business because it can be a grind and feel like it is a constant punch in the face. But, are you going to be someone who stands up and fights back? In this episode, Brad Swineheart speaks with Erik Allen, host of “Top Rated MMA” and “The Erik Allen Show.” … Continue reading 36. When Life Punches You in the Face, Fight Back With Erik Allen →

35. Bring In Warm Prospects that Call YOU With Seth Greene

Brad Swineheart — Wed, 27 Oct 2021 07:00:56 -0400

Are you still cold calling your prospects? What if you discovered a way to have them calling you… In this episode, Brad Swineheart speaks with Seth Greene, bestselling author and co-host of The SharkPreneur Podcast. Seth shares his remarkable career journey from starting out with cold calling cold prospects to working with multi-million dollar accounts. … Continue reading 35. Bring In Warm Prospects that Call YOU With Seth Greene →

34. The Power of Using Seminars to Grow Your Business With Dean Thurman

Brad Swineheart — Wed, 13 Oct 2021 07:00:34 -0400

Are you looking for advice about what’s working to grow your business from an advisor who has tried it all? In this episode, Brad Swineheart speaks with Dean Thurman, co-founder of WhiteGlove and co-founder and senior partner of InvestWise Financial. Dean shares his expertise in building relationships through seminars and the tactics he has used … Continue reading 34. The Power of Using Seminars to Grow Your Business With Dean Thurman →

33. Don’t Refuse the Evolution of Annuities With Dominic Cursio

Brad Swineheart — Wed, 29 Sep 2021 07:00:56 -0400

Annuities seem to have a bad reputation, but many advisors and their clients don’t understand the potential benefits of annuities when they are correctly implemented in a holistic plan. Is there a way to know that these tools have been correctly implemented within your client’s plan? In this episode, Brad Swineheart speaks with Dominic Cursio, … Continue reading 33. Don’t Refuse the Evolution of Annuities With Dominic Cursio →

32. Chasing A Clear Goal With Paul Kingsman

Brad Swineheart — Wed, 15 Sep 2021 07:00:21 -0400

Are you an advisor who is struggling with putting processes in place that allow you to see real growth in your practice? In this episode, Brad Swineheart speaks with Paul Kingsman, speaker, author, coach and Olympic medalist to discuss how financial professionals can identify and accomplish their objectives without distraction. Paul shares relevant industry proven … Continue reading 32. Chasing A Clear Goal With Paul Kingsman →

31. Accessing Your Level Ten Mindset With Machen MacDonald

Brad Swineheart — Wed, 01 Sep 2021 07:00:16 -0400

Have you achieved level ten wisdom in business yet? If you seek more clarity and self confidence to build your business, this episode is for you! In this episode, Brad Swineheart talks with Machen MacDonald, founder and strategic growth coach at ProBrilliance Leadership Institute to discuss how he has been working with advisors and entrepreneurs … Continue reading 31. Accessing Your Level Ten Mindset With Machen MacDonald →

30. Why You Should Start Your Own Podcast and Be Your Own Loud With Matt Halloran

Brad Swineheart — Wed, 18 Aug 2021 07:00:00 -0400

Are you on the fence about starting your own podcast? Don’t be! In this episode, Brad Swineheart speaks with Matt Halloran, partner and chief relationship officer at ProudMouth and host of Be Your Own Loud, and the Top Advisor Marketing Podcast. Matt shares his expertise in podcasting including what it means to have a successful … Continue reading 30. Why You Should Start Your Own Podcast and Be Your Own Loud With Matt Halloran →

29. Share Information to Connect a Content Strategy With Josh Stike

Brad Swineheart — Wed, 04 Aug 2021 07:00:52 -0400

Staying top of mind is not about constantly selling your business on social media. It’s important to take your content strategy seriously if you are actively sharing content. In this episode, Brad Swineheart speaks with Joshua Stike, chief marketing officer at Reminder Media and host of the Stay Paid podcast, one of the top sales … Continue reading 29. Share Information to Connect a Content Strategy With Josh Stike →

28. The Growth of Business in the Virtual World with Brad Barrett

Brad Swineheart — Wed, 21 Jul 2021 07:00:14 -0400

As an advisor, it is important to not be so narrowly focused with your marketing mix. It helps if you think bigger in terms of communicating and engaging with your clients. In this episode, Brad Swineheart speaks with Brad Barrett, managing director and partner at One Capital Management, an independent private wealth advisory firm. Brad … Continue reading 28. The Growth of Business in the Virtual World with Brad Barrett →

27. Have You Built a Truly Effective Marketing Plan? With Natalie Grassi

Brad Swineheart — Wed, 07 Jul 2021 07:00:56 -0400

To make sure your marketing is as strong as it can be, you should focus on data-based decisions, and forget the “shiny object” mentality. In this episode, Brad Swineheart speaks with Natalie Grassi, an advisor development consultant at Simplicity Scottsdale, to discuss strategies you can start implementing for an effective marketing plan. Natalie discusses: How … Continue reading 27. Have You Built a Truly Effective Marketing Plan? With Natalie Grassi →

Episode 26 – The New Environment of Effective Marketing — with Guest Rebecca Hourihan

Brad Swineheart — Wed, 23 Jun 2021 07:00:32 -0400

Effective marketing can take an advisor’s practice to new levels—but what does that look like with the many redefined styles of marketing? In this episode, Brad Swineheart is joined by Rebecca Hourihan AIF®, chief marketing officer at 401(k) Marketing to discuss how advisors can invest their time into their digital reputation without losing sight of … Continue reading Episode 26 – The New Environment of Effective Marketing — with Guest Rebecca Hourihan →

Episode 25 – Start Integrating that Voice of the Client — with Guest Julie Littlechild

Brad Swineheart — Wed, 09 Jun 2021 07:00:00 -0400

As an advisor, listening to your clients is absolutely vital for success. In this episode, Brad Swineheart is joined by Julie Littlechild, founder and CEO at Absolute Engagement, to address how to uncover unmet needs and actively engage with clients and prospects. You will learn: How to start developing ‘the voice of the client’ —and … Continue reading Episode 25 – Start Integrating that Voice of the Client — with Guest Julie Littlechild →

Episode 24 – Cracking The Code to Investing in Success— with Guest Chip Munn

Brad Swineheart — Wed, 26 May 2021 07:00:43 -0400

Many advisors get stuck in a shiny object mentality where they see something working for another advisor so they jump from one tactic to the next. In this episode, Brad Swineheart is joined by Chip Munn, CEO of Signature Wealth Group. Chip is the creator of the basis method and podcast host of Maximum Advisor, … Continue reading Episode 24 – Cracking The Code to Investing in Success— with Guest Chip Munn →

Episode 23 – A Tactical Approach to Business Development — with Guest Duncan MacPherson

Brad Swineheart — Wed, 12 May 2021 07:00:39 -0400

Business development may sound imposing and intimidating, but it is so important to continually develop to be efficient, sustainable and open to growth. In this episode, Brad Swineheart is joined by Duncan MacPherson, CEO of Pareto Systems, author, coach, and keynote speaker on practice management to discuss some tactical ways to approach your current client … Continue reading Episode 23 – A Tactical Approach to Business Development — with Guest Duncan MacPherson →

Episode 22 – Don’t Be The Hero Advisor — with Guest Bill Cates

Brad Swineheart — Wed, 28 Apr 2021 07:00:18 -0400

Advisors need to have a relentless passion for understanding prospects and clients. By targeting a niche market, you can demonstrate a higher-level of knowing in every situation. In this episode, Brad Swineheart is joined by Bill Cates, a well-known referral coach and speaker to discuss why advisors need to be focusing on one well-defined target … Continue reading Episode 22 – Don’t Be The Hero Advisor — with Guest Bill Cates →

Episode 21 – Focusing on The Problem, Not The Solution — with Guest Adam Cmejla, CFP®

Brad Swineheart — Wed, 14 Apr 2021 07:00:50 -0400

Are you an advisor with an existing waiting list for new clients? If not, you’ll love this episode as Brad Swineheart and Adam Cmejla discuss tactics on how to achieve just that. Don’t let your action be no action! By defining your niche market, you can pinpoint the types of problems you need to help … Continue reading Episode 21 – Focusing on The Problem, Not The Solution — with Guest Adam Cmejla, CFP® →

Episode 20 – Your Time Is Ticking — with Guest Ed Slott

Brad Swineheart — Wed, 31 Mar 2021 07:00:49 -0400

As an advisor, it is more important now than ever to share your knowledge with clients and prospects, especially as the communication channels have changed drastically. In this episode Brad Swineheart is joined by well-known speaker and best-selling author Ed Slott, founder and CEO at Ed Slott and Company. Ed shares his insight about the … Continue reading Episode 20 – Your Time Is Ticking — with Guest Ed Slott →

Episode 19 – It’s Time to Make Your Voice Heard — with Guest Jason Pereira

Brad Swineheart — Wed, 17 Mar 2021 07:00:01 -0400

In this industry, it’s important to be recognizable and credible as an expert so that when you speak, they will listen. And that means you need to get your message out across multiple channels. In this episode, Brad Swineheart is joined by Jason Pereira, Senior Financial Planner and Portfolio Manager at Woodgate Financial Inc. to … Continue reading Episode 19 – It’s Time to Make Your Voice Heard — with Guest Jason Pereira →

Episode 18 – Positioning for The Potential of Future Tax Changes — with Guest Joe Elsasser

Brad Swineheart — Wed, 03 Mar 2021 06:00:02 -0500

There’s a new Administration in Washington, and that will mean changes to many things financial, including taxes. But what will this mean for advisors? In this episode Brad Swineheart is joined by Joe Elsasser, president and founder of Covisum, to discuss some actionable items for advisors dealing with a new tax agenda and some strategies … Continue reading Episode 18 – Positioning for The Potential of Future Tax Changes — with Guest Joe Elsasser →

Episode 17 – Fix Your Mindset to Move Your Business Forward — with Guest Joe Lukacs

Brad Swineheart — Wed, 17 Feb 2021 06:00:32 -0500

Everyone could use a coach, especially if you are a top advisor. In this episode, Brad Swineheart is joined by Joe Lukacs, named as one of the top coaches in the industry by registered rep and wealth management to discuss how to move things forward by changing your belief set and pivot your approach to … Continue reading Episode 17 – Fix Your Mindset to Move Your Business Forward — with Guest Joe Lukacs →

Episode 16 – How to Build Your Personal Brand and Credibility In The Virtual World — with Guest David DeCelle

Brad Swineheart — Wed, 03 Feb 2021 21:06:03 -0500

If COVID-19 has proven anything, it’s that the virtual office isn’t going anywhere any time soon. What do potential leads see when they look for your online presence? Would you hire you based on your social media accounts and website? In this episode, Brad Swineheart is joined by David DeCelle, President of Model FA to … Continue reading Episode 16 – How to Build Your Personal Brand and Credibility In The Virtual World — with Guest David DeCelle →

Episode 15 – How You Can Actually WIN in Business In 2021 — with Guest Luke Acree

Brad Swineheart — Wed, 20 Jan 2021 06:00:54 -0500

Wouldn’t you like to connect with your clients in a way that generates leads, secures, repeats, and lands those sweet referrals? In this episode, Brad Swineheart is joined by Luke Acree, President of ReminderMedia, and publisher of American Lifestyle Magazine to discuss the secret to connecting. Luke provides further insight into how to build trust … Continue reading Episode 15 – How You Can Actually WIN in Business In 2021 — with Guest Luke Acree →

Episode 14 – Winning Reasons Why You Should Adapt to Evolving Marketing Strategies — with Guest Maribeth Kuzmeski

Brad Swineheart — Wed, 06 Jan 2021 05:00:44 -0500

Persuasive communication is a skill that can make the difference in sales and marketing. In this episode, Brad Swineheart is joined by Dr. Maribeth Kuzmeski. Maribeth is rated a top 25 C-suite speaker, an author, a marketing strategist and owner of her own consulting firm, Red Zone Marketing, and she knows how to make that … Continue reading Episode 14 – Winning Reasons Why You Should Adapt to Evolving Marketing Strategies — with Guest Maribeth Kuzmeski →

Episode 13 – The Influence of Business — with Guest Dr. Aprille Trupiano

Brad Swineheart — Wed, 23 Dec 2020 06:00:49 -0500

Passion and drive are two qualities that make success possible, especially in financial services. But what happens when you decide to branch out and further your career? In this episode, Brad Swineheart is joined by Dr. Aprille Trupiano, entrepreneur, author, former TV and radio host, and United Nations Peace Ambassador. Aprille shares her experience in … Continue reading Episode 13 – The Influence of Business — with Guest Dr. Aprille Trupiano →

Episode 12 – The Power of a Plan — with Guest Erin Botsford

Brad Swineheart — Wed, 09 Dec 2020 06:00:30 -0500

Learn from a Barron’s top 100 Advisor exactly what she did to grow her practice and see success even through transitions. In this episode, Brad Swineheart and guest Erin Botsford, CEO at The Advisor Authority, discuss how to become a leader of your practice and how to use your resources to your advantage. In this … Continue reading Episode 12 – The Power of a Plan — with Guest Erin Botsford →

Episode 11- Discovering Your Path to Success – With Guest Eszylfie Taylor

Brad Swineheart — Wed, 25 Nov 2020 05:00:11 -0500

Having the right amount of motivation, passion and purpose as a business professional is key to success. In this episode Brad Swineheart and Eszylfie Taylor, president and founder of Taylor Insurance and Financial Services, discuss some principles to success and how Eszylfie has made an impact towards achieving his dreams. In this episode you will … Continue reading Episode 11- Discovering Your Path to Success – With Guest Eszylfie Taylor →