Welcome to Be Advised – Leading with Value with Brad Swineheart. In this podcast, we will focus on successful marketing methods for advisors that generate prospects and clients. We will learn from the best in the industry on how advisors in the trenches today are growing their practices. Join us for this journey where Brad draws from years of expertise and guest experts to help advisors reach their full potential.
Birmingham, Michigan
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 →
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 … Continue reading 39. Spending More Time and Money on Marketing and Public Relations With Marie Swift →
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 … Continue reading 38. Leading Clients to an Optimal Retirement With Joe Elsasser CFP® →
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 … Continue reading 37. The Four Stages of Life Transition With Ross Marino →
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 →
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 →
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 →
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 →
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 →
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 →
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 Start Your Own Podcast and Be Your Own Loud With Matt Halloran →
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 →
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 →
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 →
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 →
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 →
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 →
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 →
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 →
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® →
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 →
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 →
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 →
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 →
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 →
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 →
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 →
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 →
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 →
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 →
When you can show a prospect that you’re there to help them and not to sell to them, the barriers go down, the bond builds, and you’re on a journey of creating a strong, lasting relationship. In this episode, Brad Swineheart and guest Frank Maselli, best-selling author, professional speaker and financial expert, discuss how advisors … Continue reading Episode 10 –Building Stronger Relationships with Clients and Prospects– with Guest Frank Maselli →
With the power of public speaking, storytelling, and emotional connections, you can make more of an impact on your audience during your webinar to increase leads faster. In this episode, Brad Swineheart, and guest Deirdre Van Nest, author and founder of Crazy Good Talks, discuss several strategies about how to provide value and engage your … Continue reading Episode 9 – Make Your Webinar Superior – with Guest Deirdre Van Nest →
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