Monthly Archives: June 2021

Episode 26 – The New Environment of Effective Marketing — with Guest Rebecca Hourihan

June 23, 2021Advisors, Education, Financial, Marketing, UncategorizedBe Advised, Centers Of Influence, Client Appreciation, Content, Digital Marketing, Marketing Strategy, Tangible Marketing, Traditional Marketing, Virtual Environmentbeadvised-leadingwithvalue

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Effective marketing can take an advisor’s practice to new levels—but what does that look like with the many redefined styles of marketing?

In this episode, Brad Swineheart is joined by Rebecca Hourihan AIF®, chief marketing officer at 401(k) Marketing to discuss how advisors can invest their time into their digital reputation without losing sight of the importance of nurturing their relationships.

You will learn:

Why advisors should start by identifying three business goals and create a marketing strategy around those goals
What advisors should invest in for new business growth opportunities in a hybrid environment
The first step to take in marketing to your target audience
And more!

Resources: White Glove | Brad Swineheart | Rebecca Hourihan | 401(k) Marketing

For more valuable content visit: https://whiteglove.com/captivating-advisor/

Episode 25 – Start Integrating that Voice of the Client — with Guest Julie Littlechild

June 9, 2021Advisors, Education, Financial, Marketing, UncategorizedAdvisor, Be Advised, Captivating Advisor, Communication, Connect, Engagement, Feedback, Relationship, Strategy, Voicebeadvised-leadingwithvalue

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As an advisor, listening to your clients is absolutely vital for success.

In this episode, Brad Swineheart is joined by Julie Littlechild, founder and CEO at Absolute Engagement, to address how to uncover unmet needs and actively engage with clients and prospects.

You will learn:

How to start developing ‘the voice of the client’ —and input that into your strategy
Some of the opportunities that have emerged for advisors to get valuable client feedback
Key tactical initiatives that advisors should start doing today
And more!

Join Brad and Julie to find out how to implement strategies that are going to drive your communication strategy!

For more valuable content visit: https://whiteglove.com/captivating-advisor/

Resources: White Glove | Brad Swineheart | Julie Littlechild | Absolute Engagement