Monthly Archives: September 2020

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Episode 7 – Virtual Marketing Tips and Tricks to Become a Top Advisor – With Guest Daniel Collison

So much of everyday life has shifted to a more virtual reality, but many advisors are hesitant to make the change to their practice. But for top advisors, it’s important to adapt and move forward with this “new normal”.  

In this episode, Brad Swineheart and Daniel Collison, managing partner at Advice2Advisors, discuss several technologies and new marketing techniques advisors can use to move forward and excel in this virtual environment.

In this episode, you will learn:

  • How advisors can use technology to improve their practice
  • What the “10 by 10” rule is and how it can help you gain referrals 
  • Why communication is so important between advisors and clients in this new environment
  • The importance of social media for advisors — and why you need to outsource
  • The difference between the offensive and defensive approach to social media
  • And more!

Tune in as Brad and Dan highlight the role of technology and marketing for advisors in this newly virtual environment. 

Resources: Brad Swineheart | White Glove | Advice2Advisors | Daniel Collison

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Episode 6 – Financial Planning with The Bucket Plan – with Guest Jason L Smith

The bucket plan is a simplified financial planning process that’s built around the philosophy of separating and classifying your money. 

Join this episode of Be Advised – Leading with Value as guest Jason L Smith explains the idea of bucket planning from a sales and marketing perspective and shares how it can help you structure and organize your finances. 

In this episode, you will learn:

  • What the bucket approach is and how it helps advisors and their clients 
  • How the three-bucket approach helps you with your financial planning 
  • How a legacy plan supports surviving spouses 
  • The role of the sales and marketing technique when it comes to bucket planning 
  • And more!

Tune in as Jason L Smith shares the details of the bucket plan.

Resources: Brad Swineheart | White Glove | Clarity 2 Prosperity | Jason L. Smith

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Episode 5 – Using Marketing and Leadership Strategies to Expand Your Business – With Guest Luke Acree

A great work ethic, strong ambition, drive, and hunger makes a great financial salesperson. 

Join this episode of Be Advised – Leading with Value Podcast as guest Luke Acree, president of ReminderMedia, discusses marketing and leadership strategies they utilize to help clients grow their business.  

In this episode, you will learn:

  • How ReminderMedia helps financial advisors grow their practice 
  • How Luke Acree and his team coaches their sales team 
  • Different hard and soft skills necessary for business growth
  • How reciprocity can lead to client referrals 
  • And more!

Tune in to learn about the future of marketing in the financial profession! 

Resources: White Glove | ReminderMedia