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Hosted by brad swineheart
Brad is the host of the Be Advised Podcast and Chief Growth Officer at Oxford Advisory Group. He is an expert in marketing from the perspective of the business owner and a great human being! Join us as we discuss: ☑ Where to start with marketing in your business ☑ Discovering what your target needs ☑ The power of being surrounded by the right people ☑ Unlocking the secrets to effective marketing funnel optimization Where to find Brad: oxfordadvisorygroup.com https://www.linkedin.com/in/bradswineheart/ https://beadvised-leadingwithvalue.blubrry.net/ https://www.youtube.com/watch?v=m-QO-UitaiQ Timestamps: 00:00 Introduction and Overview 01:20 Brad's Background and Experience 08:21 Establishing Credibility and Offering Value 09:44 Learning from Mistakes and Feedback 13:02 Avoiding Analysis Paralysis and Taking Action 21:31 Finding the Right Balance with Data 25:15 Adapting to a Changing Market Environment 30:01 Understanding Audience Mindset on Different Platforms 35:16 Chasing the Next Summit: Growing the Business 39:09 Taking Risks and Pushing Forward 40:01 Where to Find Brad #businesssuccess #podcast #leadership #smallbusinessownership #buisnessowner #business #businessleadership #marketingstrategies #marketing #businessmarketing
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) →
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) →
Financial planning seminars. "The king is dead. Long live the king." In person seminars ground to a halt in 2020. Now they are back - but probably forever changed. Brad Swineheart — SVP of Business Development at White Glove talks with today about how firms successfully pivoted during rough times and what success will look like in the future. Also, do you want to get regular updates on news about guests of our show? Go to https://thatannuityshow.com and subscribe to our newsletter. We hope you enjoy the show. Links mentioned: https://www.linkedin.com/in/bradswineheart/ https://www.whiteglove.com/ https://podcasts.apple.com/us/podcast/be-advised-leading-with-value/id1522693623
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 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 →
In this Swift Chat Marie Swift of Impact Communications, Inc. speaks with Brad Swineheart, SVP of Business Development at White Glove, a marketing company that helps advisors succeed via educational workshops, marketing content, and social media. The two discuss White Glove's unique approach to lead generation. Brad dives into how White Glove matches advisors with pre-determined workshop topics guaranteed to bring in the ideal type of clients. White Glove's approach of handling all the heavy lifting allows the advisor to focus on what they're good at, educating prospects on financial topics and generating leads. For more information about Brad and White Glove visit: www.WhiteGlove.com For a full roster of Swift Chats, visit: www.impactcommunications.org/best-practices-blog/category/swift-chat
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 →
Kicking off 2022 with a brand-new episode focusing on optimizing your business! Scott was joined virtually by Brad Swineheart, SVP of Channel Marketing at Whiteglove. Whiteglove is a seminar marketing and lead generating firm that takes a unique approach to serving financial advisors. Brad and Scott discussed the changes in seminar marketing in the past 2 years, how Whiteglove is different than traditional seminar marketing companies, and how advisors can take advantage of their services. Pivoting and adapting has been the name of the game in the midst of the pandemic where Whiteglove feels they've executed and delivered. Please listen and we hope you enjoy.Connect with Scott on LinkedInConnect with Brad on LinkedInFor more on The Optimized Advisor Podcast click here For more on Whiteglove click hereFollow us on LinkedInFollow us on InstagramFollow us on Facebook**This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@mailpcwest.com
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 →
Speaker, NASDAQ Contributing Author and Podcast HostBrad has helped grow the client success team at White Glove from 12 employees to more than 50 highly trained seminar coaches and account managers.His leadership has helped guide this team to service thousands of advisors who have hosted upwards of 20,000 in-person and virtual seminars, facilitating over 500k client introductions.In his primary role, Brad now oversees creating strategic partnerships with financial institutions all across the US and Canada.He spends his time connecting with decision makers and C-level executives at financial firms and other professional service companies to build relationships on behalf of White Glove.Brad is committed to helping advisors grow their bottom lines. He has years of experience helping advisors succeed with in-person seminars, virtual efforts and creating meaningful digital touch points with their clients and prospects via social media and email.Learn More: https://whiteglove.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-brad-swineheart-svp-of-channel-marketing-business-development-at-white-glove-helping-financial-advisors-grow-their-bottom-line
Speaker, NASDAQ Contributing Author and Podcast HostBrad has helped grow the client success team at White Glove from 12 employees to more than 50 highly trained seminar coaches and account managers.His leadership has helped guide this team to service thousands of advisors who have hosted upwards of 20,000 in-person and virtual seminars, facilitating over 500k client introductions.In his primary role, Brad now oversees creating strategic partnerships with financial institutions all across the US and Canada.He spends his time connecting with decision makers and C-level executives at financial firms and other professional service companies to build relationships on behalf of White Glove.Brad is committed to helping advisors grow their bottom lines. He has years of experience helping advisors succeed with in-person seminars, virtual efforts and creating meaningful digital touch points with their clients and prospects via social media and email.Learn More: https://whiteglove.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-brad-swineheart-svp-of-channel-marketing-business-development-at-white-glove-helping-financial-advisors-grow-their-bottom-line
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 →
Brad Swineheart – The Insurance Marketing Organization Podcast with Seth GreeneEpisode005Brad Swineheart Brad has helped grow the client success team at White Glove from 12 employees to more than 50 highly trained seminar coaches and account managers. His leadership has helped guide this team to service thousands of advisors who have hosted upwards of 20,000 in-person and virtual seminars, facilitating over 500k client introductions. In his primary role, Brad now oversees creating strategic partnerships with financial institutions all across the US and Canada. He spends his time connecting with decision makers and C-level executives at financial firms and other professional service companies to build relationships on behalf of White Glove. Brad is committed to helping advisors grow their bottom lines while removing them from the bulk of the work and shielding them from the financial risk. His years of experience with helping advisors succeed with White Glove's Quadruple Guaranteed in-person seminars has translated to two of the company's latest platforms: White Glove Webinars, our done-for-you platform that's helping advisors continue to educate their communities and virtually connect with prospects, and White Glove Social Connect, the social impression management tool that leverages hand-picked news articles and user reading habits to create meaningful digital touch points with advisors' clients and prospects via social media and email. Listen to this insightful episode with Rachel and Bruce, chock-full of valuable financial tips: Here is what to expect on this week's show: Mistakes and smart moves made by financial advisors during the pandemic How marketing and advertising changed in the COVID era, and vaccine era Why a good advisor is valuable for an IMO in volatile times A look into White Glove's business model Connect with Brad: Links Mentioned: https://whiteglove.com/ Guest Contact Info: LinkedIn: https://www.linkedin.com/in/bradswineheart Learn more about your ad choices. Visit megaphone.fm/adchoices
We discuss: The meaning behind a proactive male ally.Cultivating the right work culture to incorporate male allyship.How White Glove's services help drive more opportunities for women in our industry.Specific topics or content that resonates best with women.Tips for creating a speaker faculty that is diverse and inclusive. Tune in to learn about Brad Swineheart and his tips for male allyship, along with White Glove's mission to attract more women to the industry! Resources: InvestmentNews | Christine Shaw | White Glove | Brad Swineheart | Guest bio: Host and creator of leading financial advisor podcast, Be Advised, and NASDAQ contributor, Brad enjoys amplifying industry innovations and expertise. Over the past five years, Brad has significantly contributed to the success of White Glove — joining White Glove in its infancy, which allowed the company to service more than 10,000 financial professionals and educate more than 500,000 potential clients. In his current role as senior vice president of business development, Brad creates strategic partnerships with financial institutions all across the U.S. and Canada. He is dedicated to helping firms exceed revenue goals organically with strategies to generate new prospects for their financial professionals. Brad has spent most of his life living on the coasts of Michigan. Brad is a fitness enthusiast, and also enjoys fiction writing and playing a bit of guitar to relax -----------------------------------Her Success Matters: Brad Swineheart, SVP of Business Development, White GloveRecording: Wednesday, June 23, 3:00 PM ET Welcome to Her Success Matters! For today's episode we are going to cover the importance of male allyship and how one executive uses his platform to create a more gender inclusive industry. With us is Brad Swineheart, Senior Vice President of Business Development at White Glove. White Glove is a tech-enabled marketing services company dedicated to helping financial advisers grow their business. Brad, we are so thrilled to have you join us – welcome to Her Success Matters! Talking points: Please tell us more about you and your role with White Glove!Let's jump into the topic of male allyship. Please share with us what being a proactive ally means to you?In your day to day how are you cultivating the right work culture to incorporate male allyship?What do you think holds some men back from becoming proactive allies? Will you share how White Glove's services help drive more opportunities for women in our industry?Why do women have an edge as great financial advisers?Will you talk to us about the women-focused content you and White Glove produce?What are some specific topics or content that resonates best with women? Please tell us about the importance of education to drive more women to the industry?White Glove curates content for webinars and conferences to help advisers. Will you share tips for creating a speaker faculty that is diverse and inclusive?Looking ahead, what are some of the new projects you're working on to continuously help create a more gender inclusive industry?How can listeners get in touch with you or follow you on social media? Brad, my final question, tell us why “HER SUCCESS MATTERS” WRAP: Christine offers key takeaways to summarize our conversation. Background: Get to know Brad on his podcast: https://whiteglove.com/episode-1-get-to-know-brad-swineheart-2/
We discuss: The meaning behind a proactive male ally.Cultivating the right work culture to incorporate male allyship.How White Glove's services help drive more opportunities for women in our industry.Specific topics or content that resonates best with women.Tips for creating a speaker faculty that is diverse and inclusive. Tune in to learn about Brad Swineheart and his tips for male allyship, along with White Glove's mission to attract more women to the industry! Resources: InvestmentNews | Christine Shaw | White Glove | Brad Swineheart | Guest bio: Host and creator of leading financial advisor podcast, Be Advised, and NASDAQ contributor, Brad enjoys amplifying industry innovations and expertise. Over the past five years, Brad has significantly contributed to the success of White Glove — joining White Glove in its infancy, which allowed the company to service more than 10,000 financial professionals and educate more than 500,000 potential clients. In his current role as senior vice president of business development, Brad creates strategic partnerships with financial institutions all across the U.S. and Canada. He is dedicated to helping firms exceed revenue goals organically with strategies to generate new prospects for their financial professionals. Brad has spent most of his life living on the coasts of Michigan. Brad is a fitness enthusiast, and also enjoys fiction writing and playing a bit of guitar to relax -----------------------------------Her Success Matters: Brad Swineheart, SVP of Business Development, White GloveRecording: Wednesday, June 23, 3:00 PM ET Welcome to Her Success Matters! For today's episode we are going to cover the importance of male allyship and how one executive uses his platform to create a more gender inclusive industry. With us is Brad Swineheart, Senior Vice President of Business Development at White Glove. White Glove is a tech-enabled marketing services company dedicated to helping financial advisers grow their business. Brad, we are so thrilled to have you join us – welcome to Her Success Matters! Talking points: Please tell us more about you and your role with White Glove!Let's jump into the topic of male allyship. Please share with us what being a proactive ally means to you?In your day to day how are you cultivating the right work culture to incorporate male allyship?What do you think holds some men back from becoming proactive allies? Will you share how White Glove's services help drive more opportunities for women in our industry?Why do women have an edge as great financial advisers?Will you talk to us about the women-focused content you and White Glove produce?What are some specific topics or content that resonates best with women? Please tell us about the importance of education to drive more women to the industry?White Glove curates content for webinars and conferences to help advisers. Will you share tips for creating a speaker faculty that is diverse and inclusive?Looking ahead, what are some of the new projects you're working on to continuously help create a more gender inclusive industry?How can listeners get in touch with you or follow you on social media? Brad, my final question, tell us why “HER SUCCESS MATTERS” WRAP: Christine offers key takeaways to summarize our conversation. Background: Get to know Brad on his podcast: https://whiteglove.com/episode-1-get-to-know-brad-swineheart-2/
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 →
In this episode, Tom speaks with Brad Swineheart of White Glove about using data metrics and tracking what are the best ways for advisors to work with their clients. He shares some of the upcoming projects that White Glove is incorporating into their business model, and how they hope to bring a simpler approach to a chaotic industry for financial professionals. About Brad Swineheart: Brad is the Senior Vice President of Business Development at White Glove, an industry leader in innovating ways of marketing for financial advisors. He focuses on building genuine partnerships and tracking data that help advisors efficiently grow their business. Company Website: https://whiteglove.com/ LinkedIn: https://www.linkedin.com/in/bradswineheart/ Key Moments: 2:24 - Brad Shares What White Glove Does In Marketing 9:41 - The Top Marketing Strategies To Use In The Era Of Free Information 13:13 - Being Open To New Forms Of Communication And Tracking The Data 19:07 - Looking For Where To Make Most Efficient Marketing Recommendations To Clients 24:08 - How To Simplify Marketing For Advisors 27:44 - Future Projects and Changes Coming To Marketing Contact Retirement Inside Out: Email: tom.lamendola@figmarketing.com Phone: 800-527-1155 Web: figmarketing.com
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 →
Have you ever had tons of people register for your event, but then, only a few people actually show up? It's frustrating. Especially when you've prepared a Crazy Good Talk®. Help is here! Whether you're an advisor, thought leader, or executive, this episode is for you. Deirdre Van Nest talks with Brad Swineheart, senior vice … Continue reading 11. 5 Strategies To Get More People To Attend Your Events With Brad Swineheart →
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 →
In this episode of OUTCOMES, Ross talks with Brad Swineheart, Senior Vice President of Business Development at White Glove. Hear how a company that is built on live events not only survived but thrived over the last year. What three types of approaches to virtual client meetings did White Glove see advisors taking during 2020? Where does Brad see client meetings going in the future? Learn how White Glove provides advisors with both virtual and in-person client meeting support. Connect With Brad:LinkedInConnect With White Glove:LinkedInTwitterConnect With A2X Social: FacebookLinkedInInstagramTwitter Learn More About Advisor2X©Advisor2X. All Rights Reserved.
Sunday, May 2, 2021 ~ White Glove Vice President of Business Development Brad Swineheart tells Paul W. how his marketing company makes it easy for financial advisors and other service professionals to be successful.
Podcast: Be Advised - Leading with Value (LS 24 · TOP 10% what is this?)Episode: Episode 21 – Focusing on The Problem, Not The Solution — with Guest Adam Cmejla, CFP®Pub date: 2021-04-14Are 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® →The podcast and artwork embedded on this page are from Brad Swineheart, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Podcast: Be Advised - Leading with Value (LS 23 · TOP 10% what is this?)Episode: Episode 21 – Focusing on The Problem, Not The Solution — with Guest Adam Cmejla, CFP®Pub date: 2021-04-14Are 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® →The podcast and artwork embedded on this page are from Brad Swineheart, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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 →
If you want to know how to host an awesome webinar, then this week’s guest, Brad Swineheart, is your go-to guy. As the VP of Business Development at White Glove, an end-to-end seminar service for financial professionals, Brad has helped 10,000 financial advisors educate 500,000 clients. And since the pandemic, it has all been done using webinars. When you listen, you’ll hear how to go from presenting mediocre webinars to presenting webinars that will keep your audience engaged and create captive prospects you can convert to leads. And don’t forget to check out the show notes for more in-depth information and added details not included in the episode. Visit http://staypaidpodcast.com Connect | Resources Podcast: Be Advised—Leading with Value on Apple Podcasts Podcast: The Captivating Advisor on White Glove offers video resources and more to create captive prospects. Website: https://whiteglove.com/ To learn how to generate more referrals and repeat business, visit: www.remindermedia.com Follow Stay Paid: https://twitter.com/staypaidpodcast https://www.facebook.com/staypaidpodcast https://www.instagram.com/staypaidpodcast Follow Luke Acree: https://www.instagram.com/lukeacree https://www.linkedin.com/in/lukeacree
Brad Swineheart is the Vice President for Channel Marketing and Business Development for White Glove, a marketing company that helps financial advisors succeed in their careers. Like White Glove, Brad is dedicated to providing advisors with successful marketing methods that generate prospects and clients. He is driven to uncover the best industry strategies today and discover how successful advisors grow their practices. Brad also hosts the podcast Be Advised - Leading with Value, where he draws from his and his guests' wealth of experience to help financial advisors realize their fullest potential. Brad joins me today to discuss how financial advisors can cultivate their online presence and maximize the opportunities of the virtual world. He shares webinar best practices, including how financial advisors can build a connection with their webinar audiences. He defines what a “captive market” is, differentiates it from a “niche,” and reveals why financial advisors need to focus on growing a captive market through building content and credibility. He also explains why financial advisors should aim to be a guide rather than a hero for their clients and underscores the importance of being human in an online world. “The virtual handshake happens when your prospect decides whether you're worth talking to and try to find out everything about you even before they pick up the phone.” - Brad Swineheart This week on The Model FA Podcast: Brad's journey from sales management to White Glove VP of Business Development His advice to his younger self on entrepreneurship Maximizing the opportunities in today's virtual world How financial advisors can build their online brand and presence The importance of adapting to the post-COVID world Why advisors need to avoid being the financial heroes or money rockstars The financial advisor's ideal client and how financial knowledge has become like Amazon How figuring out where your passions are can help ease some hesitations on posting online and creating content What a captive market is and why you need to focus on cultivating it The difference between a captive audience and a niche The value of building an online presence from a place of gratitude and appreciation Resources Mentioned: Crushing It!: How Great Entrepreneurs Build Their Business and Influence-and How You Can, Too by Gary Vaynerchuk The Four Agreements: A Practical Guide to Personal Freedom by Don Miguel Ruiz Survivor by Chuck Palahniuk How to Make 64 Pieces of Content in a Day Loom BombBomb Our Favorite Quotes: “Be human, be likeable, and be stalkable in webinars, and you'll be ahead of the game in comparison to when you're in in-person events.” - Brad Swineheart “Everyone has a social sphere they can influence. To be able to market to that group, you need credibility, value, content.” - Brad Swineheart Connect with Brad Swineheart: White Glove Be Advised - Leading with Value Podcast Email: brad.swineheart@whiteglove.com White Glove on LinkedIn White Glove on Instagram White Glove on Facebook White Glove on Twitter Brad Swineheart on LinkedIn Brad Swineheart on Facebook About the Model FA Podcast The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams. Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered. Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.
In this episode, we sit down with Brad Swineheart, the VP of Business Development at White Glove. We dive deep into webinars in this episode - including why they make sense, what topics you should be covering, how you should be distributing, and what differentiates a good webinar from a bad one. Demo mentioned in introduction: https://info.thesevengroup.com/schedule-time-with-seven-group
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® →
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