Monthly Archives: September 2021

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33. Don’t Refuse the Evolution of Annuities With Dominic Cursio

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

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Annuities seem to have a bad reputation, but many advisors and their clients don’t understand the potential benefits of annuities when they are correctly implemented in a holistic plan. 

Is there a way to know that these tools have been correctly implemented within your client’s plan?

In this episode, Brad Swineheart speaks with Dominic Cursio, senior vice president of business development at Agatha Global Tech, LLC. Dominic shares the unique software solution for his clients called Annuities Genius and how the software helps his clients understand the process of annuities.

Dominic discusses: 

  • The two areas of concern that the Annuities Genius software helps solve
  • The main challenges for new representatives selling annuities in the industry
  • Three things he recommends for new advisors to learn to best help their clients
  • Why annuities have such a bad reputation––and why organizations are falling behind their competitors in the industry
  • And more

Resources:

Connect With Dominic Cursio:

Connect With WhiteGlove:

About Our Guest:

Dominic Cursio: Dominic Cursio is a 20-year insurance industry veteran, with the bulk of that time being spent focused on increasing annuity awareness with consumers, insurance agents, financial advisors, distributors, and insurance carriers. Dominic has served as the Vice President of Business Development for Agatha Global Tech, LLC, one of the leaders in the FinTech space, and creator of Annuities Genius. Dominic is a family driven individual, spending time with his two children and volunteering as a coach and community supporter.

 

 

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32. Chasing A Clear Goal With Paul Kingsman

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

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Are you an advisor who is struggling with putting processes in place that allow you to see real growth in your practice?

In this episode, Brad Swineheart speaks with Paul Kingsman, speaker, author, coach and Olympic medalist to discuss how financial professionals can identify and accomplish their objectives without distraction. Paul shares relevant industry proven tactics and ideas to help you reach your own goals and those of your clients.

Paul discusses: 

  • How to chase a clear goal instead of using the ‘scatter gun approach’ 
  • How to balance the need of your entrepreneurial spirit and staying the course towards your goals
  • The first step to get rid of the shiny object syndrome to no longer be a distracted advisor
  • And more

Connect With Paul Kingsman:

Connect With WhiteGlove:

About Our Guest:

Paul Kingsman: Paul Kingsman is a sought-after expert on how to be distraction-proof. He teaches financial services professionals how to maintain focus to successfully grow their businesses and achieve outstanding long-term results. He knows the importance of keeping focused in life’s split seconds first hand: he trained for 13 years to swim a two-minute backstroke race at the Olympics, and won a medal by only four one-hundredths of a second.

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31. Accessing Your Level Ten Mindset With Machen MacDonald

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

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Have you achieved level ten wisdom in business yet? 

If you seek more clarity and self confidence to build your business, this episode is for you!

In this episode, Brad Swineheart talks with Machen MacDonald, founder and strategic growth coach at ProBrilliance Leadership Institute to discuss how he has been working with advisors and entrepreneurs to refine their processes, habits, and action plans to achieve optimal results.

Machen discusses: 

  • Why advisors need more help with confidence to avoid plateauing in business
  • The most common thing that’s holding advisors back from growth
  • Why the right activities need to be in place to generate opportunities
  • And more

Connect With Machen MacDonald:

Connect With WhiteGlove:

About Our Guest:

Machen MacDonald: For almost a quarter century Machen MacDonald has dedicated himself to helping business owners, sales professionals, financial advisers, and financial services executives discover their purpose and help them align their focus to achieve dramatic and measurable improvements both in business and in life.

His ability to develop systems, based on his clients’ mental and emotional foundation, for creating immediate and lasting change has made him a recognized expert in the world of coaching and peak performance.