Monthly Archives: December 2020

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Episode 13 – The Influence of Business — with Guest Dr. Aprille Trupiano



Passion 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 financial services, discusses international trends, and explains why some financial advisors are having trouble keeping up with evolving business trends. 

In this episode you will learn:

  • The opportunities that arise with working anywhere in the world
  • Some background information to the financial services industry 
  • Some potential trends that could help drive business in 2021
  • What is a empathy profile — how to identify your ideal client
  • Concrete ways that advisors or agents can prepare for changes moving into 2021
  • And more!

Learn more about Dr. Aprille Trupiano’s journey and the influences of business today!

Resources: White Glove | Brad Swineheart | Dr. Aprille Trupiano


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Episode 12 – The Power of a Plan — with Guest Erin Botsford



Learn 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 episode you will learn:

  • How Erin got into the business and the challenges she had to overcome
  • Tips for speaking in front of an audience (in-person or virtually)
  • About the big problem in the financial services industry
  • Recommendations to connect to all members of a household
  • And more!

Learn more about Erin Botsford’s journey and how your team can experience growth through times of transition!

Resources: White Glove | Brad Swineheart | Erin Botsford on LinkedIn