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Everyone 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 uncover hidden business opportunities.

In this episode you will learn:

• What advisors are struggling with most right now
• How to take extreme ownership of where you’re at
• How to get in the right mindset for success
• Why you should have a pre-talk routine
• And more!

Tune in to learn more about how to become more flexible in your approach to clients!

Resources: White Glove | Brad Swineheart | Joe Lukacs

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Subscribe: RSS | More

If 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 discuss ways to build your personal brand and enhance your credibility. David shares ways to build relationships through social media interaction and the importance of posting valuable content.

In this episode you will learn:

• The focus for advisors when building credibility in the virtual world
• What building your personal brand means for you as an advisor
• What a relational deposit is and how to put it into action
• And more!

Tune in to learn more about how to build trust without meeting someone face-to-face!

Resources: White Glove | Brad Swineheart | David DeCelle | Three Feet From Gold | Delivering Happiness