Brad Swineheart - Podcast Details

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Summit Chasers PodcastWhy All Business Owners Should Also Be Marketers W/Brad Swineheart | Summit Chasers PodcastBrad 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 optimizationWhere to find Brad:oxfordadvisorygroup.comhttps://www.linkedin.com/in/bradswin...2024-03-2240 min

Be Advised - Leading with ValueMastering Your Digital Outreach with Jeremy Houser (Ep. 59)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 mo...2023-06-1428 min

Be Advised - Leading with ValueAdvisors, Here’s Why Marketing Is An Ascendant Journey with Susan Theder (Ep. 58)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...2023-05-1032 min

Be Advised - Leading with ValueNew Year, New Tax Laws with Ed Slott, CPA (Ep. 57)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...2023-04-1234 min

Be Advised - Leading with ValueTurning Passion Into A Lifelong Portfolio with FEL3000ft (Ep. 56)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...2023-03-1529 min

Be Advised - Leading with ValueAdvisors, Get Ready To Grow & Break The Traditional Business Model with Daniel Biagini (Ep. 55)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...2023-02-1528 min

Be Advised - Leading with ValueThe Road to 8%: How to Succeed At Building A Brand with Cody Askins (Ep. 54)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 mark...2023-01-1135 min

Be Advised - Leading with ValueBusiness Leaders, Get Ready To Sharpen Your Presentation Skills with Pat Quinn (Ep. 53)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...2022-12-1429 min

Legacy LeadersLegacy Leaders: Growing Your Financial Advisory Business with Brad SwineheartHost and creator of leading financial advisor podcast, Be Advised, National Speaker and a NASDAQ contributor, Brad enjoys amplifying industry innovations and expertise. Over the past 5 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 800,000 potential clients. Listen to this informative Your Life. Your Legacy. episode with Brad Swineheart as we talk about White Glove, a service for helping introduce financial advisors, estate planners, and lawyers to potential prospects, how they have managed t...2022-11-2320 min

Be Advised - Leading with ValueHow To Deal With Unsuccessful Seminars with Roy Snarr, CFF®, CLTC®, NSSA®, LACP™ (Ep. 52)“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. ...2022-11-1632 min

Be Advised - Leading with ValueBeing Your Own Boss with Curtis Cottle (Ep. 51)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 ex...2022-10-2633 min

Be Advised - Leading with ValueThe Power of Coaching for Financial Advisors with Jamie Hopkins, MBA, CFP®, LLM, CLU®, CHFC®, RICP® (Ep. 50)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...2022-09-1432 min

Be Advised - Leading with ValueWhat now? Here’s What You Need to Know About Seminars with Frank Maselli (Ep. 49)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 t...2022-08-0333 min

Be Advised - Leading with ValueBuilding Relationships Through Magazines with Andrew Saksa (Ep. 48)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...2022-06-2930 min

That Annuity Show151 Restarting and Reinventing Seminars With Brad SwineheartFinancial 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/ htt...2022-06-1045 min

Be Advised - Leading with ValueTrusted Branding with Mike Saunders (Ep. 47)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 th...2022-04-1334 min

Be Advised - Leading with ValueStep Up Your Practice with Brandon Hegg (Ep. 46)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 on...2022-03-3029 min

Be Advised - Leading with ValueThe Online Pivot with Bradly Gotto, Fiat Wealth Management (Ep. 45)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...2022-03-1634 min

Be Advised - Leading with ValueFinances & Gains with Marc Lobliner (Ep. 44)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 Be...2022-03-0231 min

Be Advised - Leading with Value43. Reeling in New Clients with Ed SlottWhen 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 ne...2022-02-1633 min

Be Advised - Leading with Value42. Navigating Your Brand Presence on Social Media with Marc RogersWhen 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 o...2022-02-0228 min

Swift Chats in the Financial Services IndustryLead Generation Using White Glove Workshops with Brad SwineheartIn 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 in...2022-01-2527 min

Be Advised - Leading with Value41. Creating Communication Bridges with Jason BrotskyWhen 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 yo...2022-01-1933 min

Optimized Advisor PodcastSeminar and Digital Marketing in Today’s World with Brad Swineheart, WhitegloveKicking 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 an...2022-01-0747 min

Be Advised - Leading with Value40. Successful Marketing Methods for Advisors to Generate Clients With Matthew NeumanAs 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. ...2022-01-0536 min

Be Advised - Leading with Value39. Spending More Time and Money on Marketing and Public Relations With Marie SwiftAs 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 advi...2021-12-2229 min

Be Advised - Leading with Value38. Leading Clients to an Optimal Retirement With Joe Elsasser CFP®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: 2021-12-0829 min

Be Advised - Leading with Value37. The Four Stages of Life Transition With Ross MarinoYour 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 uncertaint...2021-11-2430 min

Be Advised - Leading with Value36. When Life Punches You in the Face, Fight Back With Erik AllenSome 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 →2021-11-1030 min

Be Advised - Leading with Value35. Bring In Warm Prospects that Call YOU With Seth GreeneAre 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 →2021-10-2722 min

Be Advised - Leading with Value34. The Power of Using Seminars to Grow Your Business With Dean ThurmanAre 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 →2021-10-1329 min

Be Advised - Leading with Value33. Don’t Refuse the Evolution of Annuities With Dominic CursioAnnuities 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 →2021-09-2927 min

Be Advised - Leading with Value32. Chasing A Clear Goal With Paul KingsmanAre 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 →2021-09-1530 min

Be Advised - Leading with Value31. Accessing Your Level Ten Mindset With Machen MacDonaldHave 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 →2021-09-0128 min

Be Advised - Leading with Value30. Why You Should Start Your Own Podcast and Be Your Own Loud With Matt HalloranAre 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 →2021-08-1827 min

Stay Paid PodcastBONUS - Share Information to Connect a Content Strategy With Josh StikeOur very own Josh Stike was interviewed on the Be Advised - Leading with Value Podcast (hosted by a two-time guest on our show, Brad Swineheart) Listen in as Brad and Josh discuss all things content. Where should you start? What should you post? Are captions really that important? They discuss all that and more on this episode, so you won’t want to miss it! If you are interested in listening to more of the content Brad is producing, be sure to check out his show! Be Advised - Leading with Value To...2021-08-1332 min

Be Advised - Leading with Value29. Share Information to Connect a Content Strategy With Josh StikeStaying 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 →2021-08-0432 min

Stay Paid Podcast266 - 8 Videos Every Business Should Be CreatingToday, creating videos for your brand is crucial if your goal is to have people know, like, and trust you. Social videos generate 1,200% more shares than text and image content combined, and marketers who use videos grow their revenue 49% faster than those who don’t. Even though the statistics are overwhelmingly persuasive, knowing where to start can be a challenge. So, in this Silver Dollar episode, we go over the 8 videos that every business should be creating. And don’t forget to check out the show notes for more in-depth information and added details not included in the...2021-07-2218 min

Be Advised - Leading with Value28. The Growth of Business in the Virtual World with Brad BarrettAs 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 →2021-07-2132 min

Registered Investment Advisor PodcastWhite Glove Client AcquisitionBrad Swineheart – The Insurance Marketing Organization Podcast with Seth GreeneEpisode005Brad SwineheartBrad 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...2021-07-1415 min

Be Advised - Leading with Value27. Have You Built a Truly Effective Marketing Plan? With Natalie GrassiTo 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 →2021-07-0733 min

Retirement Inside Out with Tom LamendolaEp 26: Start Marking More Efficiently With Brad SwineheartIn 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...2021-06-2535 min

Be Advised - Leading with ValueEpisode 26 – The New Environment of Effective Marketing — with Guest Rebecca HourihanEffective 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 →2021-06-2328 min

Crazy Good Talks11. 5 Strategies To Get More People To Attend Your Events With Brad SwineheartHave 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 →2021-06-1636 min

Be Advised - Leading with ValueEpisode 25 – Start Integrating that Voice of the Client — with Guest Julie LittlechildAs 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 →2021-06-0928 min

Be Advised - Leading with ValueEpisode 24 – Cracking The Code to Investing in Success— with Guest Chip MunnMany 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 →2021-05-2629 min

Be Advised - Leading with ValueEpisode 23 – A Tactical Approach to Business Development — with Guest Duncan MacPhersonBusiness 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 →2021-05-1239 min

Opportunity DetroitOpportunity Detroit ~ Full Episode ~ May 2, 2021Sunday, May 2, 2021 ~ Paul W. Smith welcomes guests: Signal Advisors Co-Founder Patrick Kelly, Grand Circus CEO and Co-Founder Damien Rocchi, White Golve Vice President of Business Development Brad Swineheart, and Quikly CEO and Co-Founder Shawn Geller.2021-05-0239 min

Opportunity DetroitOpportunity Detroit ~ Brad SwineheartSunday, 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.2021-05-0208 min

HUM Curated PodcastsEpisode 21 – Focusing on The Problem, Not The Solution — with Guest Adam Cmejla, CFP® Podcast: Be Advised with Brad Swineheart (LS 25 · TOP 10% what is this?)Episode: Episode 21 – Focusing on The Problem, Not The Solution — with Guest Adam Cmejla, CFP®Pub date: 2021-04-14Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationAre 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...2021-04-2935 min

Be Advised - Leading with ValueEpisode 22 – Don’t Be The Hero Advisor — with Guest Bill CatesAdvisors 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 →2021-04-2836 min

Stay Paid Podcast241 - Turning webinars into MASSIVE concrete business, with Brad SwineheartIf 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 th...2021-04-2641 min

Be Advised - Leading with ValueEpisode 21 – Focusing on The Problem, Not The Solution — with Guest Adam Cmejla, CFP®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® →2021-04-1435 min

Be Advised - Leading with ValueEpisode 20 – Your Time Is Ticking — with Guest Ed SlottAs 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 →2021-03-3133 min

Becoming Referable PodcastBrad Swineheart on Learning to Leverage the Virtual EnvironmentBrad is the VP of Channel Marketing and Business Development at White Glove. Under his leadership, the firm has grown to support more than 1,500 advisors who have hosted upwards of 10,000 seminars. In the last year, the focus has shifted to helping advisors leverage virtual events and social media to drive growth by creating [...] The post Brad Swineheart on Learning to Leverage the Virtual Environment appeared first on Becoming Referable.2021-03-2536 min

Be Advised - Leading with ValueEpisode 19 – It’s Time to Make Your Voice Heard — with Guest Jason PereiraIn 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 →2021-03-1732 min

Be Advised - Leading with ValueEpisode 18 – Positioning for The Potential of Future Tax Changes — with Guest Joe ElsasserThere’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 →2021-03-0330 min

Be Advised - Leading with ValueEpisode 17 – Fix Your Mindset to Move Your Business Forward — with Guest Joe LukacsEveryone 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 →2021-02-1729 min

Be Advised - Leading with ValueEpisode 16 – How to Build Your Personal Brand and Credibility In The Virtual World — with Guest David DeCelleIf 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 →2021-02-0432 min

Be Advised - Leading with ValueEpisode 15 – How You Can Actually WIN in Business In 2021 — with Guest Luke AcreeWouldn’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 →2021-01-2033 min

Be Advised - Leading with ValueEpisode 14 – Winning Reasons Why You Should Adapt to Evolving Marketing Strategies — with Guest Maribeth KuzmeskiPersuasive 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 →2021-01-0630 min

Be Advised - Leading with ValueEpisode 13 – The Influence of Business — with Guest Dr. Aprille TrupianoPassion 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 →2020-12-2337 min

Be Advised - Leading with ValueEpisode 12 – The Power of a Plan — with Guest Erin BotsfordLearn 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 →2020-12-0933 min

Be Advised - Leading with ValueEpisode 11- Discovering Your Path to Success – With Guest Eszylfie TaylorHaving 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 →2020-11-2531 min

Be Advised - Leading with ValueEpisode 10 –Building Stronger Relationships with Clients and Prospects– with Guest Frank MaselliWhen 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 →2020-11-1134 min

Mission Matters Money with Adam TorresSocial Connect Platform with Brad SwineheartFinancial advisors have a lot to consider while running their practices. What if social media and marketing were taken care of for them? In this episode, Adam Torres and Brad Swineheart, Vice President of Business Development at White Glove, explore how White Glove is allowing advisors to spend more time working with their clients and less time figuring out technology. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule.Apply to be interviewed by Adam on our podcast:https://missionmatters.lpages.co...2020-05-0611 min

Stay Paid Podcast94 - Top 3 Tips for Hosting an Amazing Seminar with White Glove’s Brad SwineheartBrad Swineheart is the Vice President of Business Development for White Glove Workshops, a company that specializes in planning, managing, and marketing educational seminars for professionals in a variety of industries. Today on Stay Paid, Brad discusses the important role seminars can play in growing a business, while offering tips to help you give better presentations. Follow our guest Brad Swineheart: https://whiteglove.com/ https://www.linkedin.com/in/brad-swineheart-16187ab Download our eBook of the Week: http://remindermedia.com/advocate To learn how to generate more referrals a...2019-08-1938 min

Money Matters Top Tips with Adam TorresBrad Swineheart Vice President of Business Development at White GloveBrad Swineheart Vice President of Business Development at White Glove is interviewed in this episode. White Glove is a business growth hub where professionals all across the United States and Canada can come to one place for everything they need to grow and thrive. Follow Adam on Instagram at Ask Adam Torres for up to date information on book releases and tour schedule. Apply to become a featured co-author in one of Adam's upcoming books: https://www.moneymatterstoptips.com/coauthor --- Support this podcast: https://anchor.fm/moneymatters/support 2019-06-0612 min