Monthly Archives: May 2021

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Episode 24 – Cracking The Code to Investing in Success— with Guest Chip Munn

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Many advisors get stuck in a shiny object mentality where they see something working for another advisor so they jump from one tactic to the next.

In this episode, Brad Swineheart is joined by Chip Munn, CEO of Signature Wealth Group. Chip is the creator of the basis method and podcast host of Maximum Advisor, and he is here to discuss why advisors should be tracking their results to see what tactics are working for their business based on growth, rather than just replicating what others are doing and expecting the same results.

You will learn:

  • Why advisors should have a business framework within which to operate
  • The five parts of the basis method and how you can apply them
  • The organic growth changes this year—and what advisors should be focusing on
  • And more!

Tune in to learn more about the big focus for advisors to see results this year!

Resources: White Glove | Brad Swineheart | Chip Munn | Maximum Advisor

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Episode 23 – A Tactical Approach to Business Development — with Guest Duncan MacPherson

Advisors, Education, Financial, Marketing, Uncategorized, , , , , ,

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Business development may sound imposing and intimidating, but it is so important to continually develop to be efficient, sustainable and open to growth. 

In this episode, Brad Swineheart is joined by Duncan MacPherson, CEO of Pareto Systems, author, coach, and keynote speaker on practice management to discuss some tactical ways to approach your current client base. 

In this episode, you will learn:

  • How the last 16 months have seen the segmentation of advisors into three distinct groups—and what those groups are
  • Why being busy as an advisor doesn’t necessarily mean you’re being productive
  • How to become an elite advisor
  • The four key components of a typical interaction between a financial professional and the client
  • And more!

Tune in to learn more about how advisors can seize the development opportunity to re-introduce yourself to existing clients!

Resources: White Glove | Brad Swineheart | Duncan MacPherson | Pareto Systems