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



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 to find significant growth for his business over the past several years.

Dean discusses: 

  • The marketing, operations, and entrepreneurial strategies he tested on his pathway to growing his business
  • Three key tactics he implemented to embrace the hybrid working environment
  • His advice for seeing real business growth right away
  • And more

Connect With Dean Thurman:

Connect With WhiteGlove:

About Our Guest:

Dean Thurman is the co-founder and senior partner for InvestWise Financial, LLC, he has dedicated himself to the financial industry for over 30 successful years, continuously enjoying every minute of his endeavor. Offering honest advice has helped him build his foundation on strong, long-standing relationships with all of his clients, giving them the safety and security they deserve. Many have said that ‘Dean excels at making complicated investment concepts easy to understand.’


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



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, senior vice president of business development at Agatha Global Tech, LLC. Dominic shares the unique software solution for his clients called Annuities Genius and how the software helps his clients understand the process of annuities.

Dominic discusses: 

  • The two areas of concern that the Annuities Genius software helps solve
  • The main challenges for new representatives selling annuities in the industry
  • Three things he recommends for new advisors to learn to best help their clients
  • Why annuities have such a bad reputation––and why organizations are falling behind their competitors in the industry
  • And more

Resources:

Connect With Dominic Cursio:

Connect With WhiteGlove:

About Our Guest:

Dominic Cursio: Dominic Cursio is a 20-year insurance industry veteran, with the bulk of that time being spent focused on increasing annuity awareness with consumers, insurance agents, financial advisors, distributors, and insurance carriers. Dominic has served as the Vice President of Business Development for Agatha Global Tech, LLC, one of the leaders in the FinTech space, and creator of Annuities Genius. Dominic is a family driven individual, spending time with his two children and volunteering as a coach and community supporter.

 

 


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32. Chasing A Clear Goal With Paul Kingsman



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 tactics and ideas to help you reach your own goals and those of your clients.

Paul discusses: 

  • How to chase a clear goal instead of using the ‘scatter gun approach’ 
  • How to balance the need of your entrepreneurial spirit and staying the course towards your goals
  • The first step to get rid of the shiny object syndrome to no longer be a distracted advisor
  • And more

Connect With Paul Kingsman:

Connect With WhiteGlove:

About Our Guest:

Paul Kingsman: Paul Kingsman is a sought-after expert on how to be distraction-proof. He teaches financial services professionals how to maintain focus to successfully grow their businesses and achieve outstanding long-term results. He knows the importance of keeping focused in life’s split seconds first hand: he trained for 13 years to swim a two-minute backstroke race at the Olympics, and won a medal by only four one-hundredths of a second.


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31. Accessing Your Level Ten Mindset With Machen MacDonald



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 to refine their processes, habits, and action plans to achieve optimal results.

Machen discusses: 

  • Why advisors need more help with confidence to avoid plateauing in business
  • The most common thing that’s holding advisors back from growth
  • Why the right activities need to be in place to generate opportunities
  • And more

Connect With Machen MacDonald:

Connect With WhiteGlove:

About Our Guest:

Machen MacDonald: For almost a quarter century Machen MacDonald has dedicated himself to helping business owners, sales professionals, financial advisers, and financial services executives discover their purpose and help them align their focus to achieve dramatic and measurable improvements both in business and in life.

His ability to develop systems, based on his clients’ mental and emotional foundation, for creating immediate and lasting change has made him a recognized expert in the world of coaching and peak performance.


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



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 podcast, and why you should jump at the opportunity to start your own podcast. 

Matt discusses: 

  • The importance of podcasting for advisors
  • Why it’s important to understand the perfect podcast formula
  • How to develop a relationship with your audience using your podcast
  • The best ways to market your podcast
  • And more

Connect With Matt Halloran:

Connect With WhiteGlove:

About Our Guest:

Matt started in the financial services industry as a certified life and business coach. As he became immersed in his client’s biggest needs, he built his knowledge and expertise as a financial branding and social media expert. More recently, Matt has added podcasting to that list. Matt respects how tough it is to be great and effective at marketing while running a practice, living a life, and loving a family. He teaches advisors how to be themselves, let their passions shine through and create strong brands that resonate with ideal prospects and centers of influence.


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



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 and marketing podcasts. Josh shares what makes good content and how to stay top of mind on social media with your clients and prospects without inundating them with redundant information.

Josh discusses: 

  • How to start a content strategy that will provide value to your audience
  • The importance of captions on videos (even if they are auto-generated)––and why there is a certain place for polished videos
  • Why the type of content your sharing on your social media feed matters
  • Effective ways to multiply your content to reinforce your message
  • And more

Resources: 

Connect With Josh Stike:

Connect With WhiteGlove:

About Our Guest:

Josh Stike: Josh Stike is the CMO at ReminderMedia, responsible for lead generation, product development, and design. Josh’s career began with ReminderMedia in a garage, and for over a decade he’s been involved in every stage of ReminderMedia’s growth.


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



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 shares his business growth strategies, business obstacles, and results by integrating new marketing strategies. 

Brad B. discusses: 

  • His first failures in the virtual world and how these shaped his future
  • Overcoming the obstacle of adding webinars into his marketing mix
  • The efficiencies of virtual meetings for clients
  • The business opportunities he plans to focus on for the rest of 2021 into 2022
  • And more

Resources: 

Connect With Brad Barrett:

Connect With WhiteGlove:

About Our Guest:

Brad Barrett: Brad Barrett is a managing director and partner at one capital management and independent private wealth advisory firm. Brad is a certified financial planner who advises individuals and families on their investment and advanced planning needs. He also oversees the firm’s retirement and corporate services practice.


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



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 to start building an effective marketing plan in three steps
  • The importance of being open to marketing many areas and topics to expand your reach and step outside of your comfort zone
  • Three drop dead best tips for being an effective seminar presenter
  • Why data is a critical component for tracking performance
  • And more

Resources: 

Connect With WhiteGlove:

About Our Guest:

Natalie Grassi: Natalie Grassi, an advisor development consultant at Simplicity Scottsdale. Natalie specializes in marketing plans for top performers and has coached on presentation skills and best seminar and converting practices.


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



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 the importance of nurturing their relationships.

You will learn:

  • Why advisors should start by identifying three business goals and create a marketing strategy around those goals
  • What advisors should invest in for new business growth opportunities in a hybrid environment
  • The first step to take in marketing to your target audience
  • And more!

Resources: White Glove | Brad Swineheart | Rebecca Hourihan | 401(k) Marketing

For more valuable content visit: https://whiteglove.com/captivating-advisor/


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



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 input that into your strategy
  • Some of the opportunities that have emerged for advisors to get valuable client feedback
  • Key tactical initiatives that advisors should start doing today
  • And more!

Join Brad and Julie to find out how to implement strategies that are going to drive your communication strategy!

For more valuable content visit: https://whiteglove.com/captivating-advisor/

Resources: White Glove | Brad Swineheart | Julie Littlechild | Absolute Engagement