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As 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 opportunity for advisors to help existing clients and prospects by educating them, building relationships and having strong communication.

In this episode you will learn:

• To understand Ed Slott’s book ‘The Retirement Savings Time Bomb’
• What advisors should be paying attention to when communicating with clients and prospects
• How to give your clients or prospects something to talk about
• What advisors can do to help their clients understand the changes happening now
• And more!

Tune in to learn more about how to be a valuable resource as an advisor with Ed Slott!

Resources: White Glove | Brad Swineheart | Ed Slott | The Retirement Savings Time Bomb

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In 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 discuss how to invest more time into understanding and living on multiple social media channels in order to boost your marketing efforts.

In this episode you will learn:

• How an advisor can build an authentic online presence
• The importance of consistency when putting out content
• Why LinkedIn is the number one focus for getting started on social media as an advisor
• How to structure the same content content differently for each platform
• And more!

Tune in to learn more about how to provide compelling value to the audience you are targeting!

Resources: White Glove | Brad Swineheart | JasonPereira.ca | Jason Pereira

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There’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 for planning in your practice.

In this episode you will learn:

• The primary impact of tax changes for advisors
• What to expect for the significant changes moving forward
• How to act on facts for planning instead of acting on fear
• The types of opportunities for advisors to leverage changes in their marketing
• And more!

Tune in to learn more about how to deliver a better answer to your clients concerns!

Resources: White Glove | Brad Swineheart | Covisum | Joe Elsasser