Monthly Archives: January 2022

Feature 2021

41. Creating Communication Bridges with Jason Brotsky

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

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When looking for a financial planner, it is important to find someone you trust. When handing over your finances to someone, it is extremely crucial that they are aligned with you, your goals and your long term investments.

In this episode, Brad Swineheart speaks with Jason Brotsky, managing partner of Strategic Partners Financial Group, a financial planning and wealth management firm that focuses on helping clients create their personal financial plans in accordance with their goals for now and in the future. 

Jason discusses: 

  • Why it is important to detail your communication expectations to your advisor 
  • The importance of keeping a consistent client relationship
  • What you need to know if you are thinking of selling your business 
  • Why they like hiring younger advisors
  • And more

Connect With Jason Brotsky:

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About Our Guest:

Jason Brotsky is a licensed independent advisor and currently the managing partner of Strategic Partners Financial. Jason is responsible for ensuring that all clients of Strategic Partners Group receive a consistent, exceptional experience when working with their team. In recent years, Jason has led an initiative to proactively partner with experienced legacy advisors in their community to develop succession and continuity plans for the advisors and their clients. 

 

Feature 2021

40. Successful Marketing Methods for Advisors to Generate Clients With Matthew Neuman

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

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As a financial advisor, marketing towards clients and prospects can be a tricky process. 

But it shouldn’t be. Because you not only want to attract new clients but also impress the clients you already have, all while improving staff morale. 

In this episode, Brad Swineheart speaks with Matthew Newman, chief strategy officer at Advisors Excel, a marketing and communications firm focused on improving clients’ marketing practices and giving them access to proven sales strategies and tested seminar tactics. They focus on giving clients proven processes they can integrate and adapt into their own business.

Matthew discusses: 

  • Why first meetings with new clients are the most important process in a business venture
  • The mindset you need to keep improving yourself and your business ethic
  • Staffing culture strategies, operational processes and how to track profitability
  • How you can turn a small purchase into a profitable flipping business
  • And more

Connect With Matthew Neuman:

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About Our Guest:

Matthew Neuman is a financial advisor and chief strategy officer at Advisors Excel, a marketing advisor program that offers businesses and entrepreneurs access to many proven campaign strategies that will help gain prospects and clients. Matthew is known for allowing his clients to pave their own way in the business world by presenting them with small tokens that can change the way they view business processes and attitudes. With two decades of experience partnering with financial professionals, he has coached over 700 of the nation’s elite offices. Matthew is a firm believer in constantly challenging yourself, pushing yourself out of your comfort zone to try new hard things and making a difference with every move you make.