Brad Swineheart
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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 creat
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 Ex
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
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. Af
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
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, joi
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
“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, you
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. Al
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 ever
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 effecti
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
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
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 adviso
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, Br
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
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-t
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 fur
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, Bra
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
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 Swinehe
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.
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 Wea
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, ho
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 c
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