Monthly Archives: February 2022

Feature 2021

43. Reeling in New Clients with Ed Slott

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

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When looking for new potential clients or new ways to engage with your current clientele, it is extremely important to make sure you are going that extra mile to create solid relationships that will last a lifetime. 

Meeting your clients face-to-face or being available to talk through their concerns whenever they arise is an important part of fostering solid relationships. 

In this episode, Brad Swineheart speaks with Ed Slott, CEO of Ed Slott and Company of IRA experts ready to help you with all of your financial goals. Ed discusses how he has connected with new prospects and the important things advisors should know when creating lifelong business relationships. 

Brad and Ed discuss: 

  • Virtual programs they offer to their clients
  • The connection a face-to-face chat with new prospects 
  • How technology has elevated our online experience 
  • The importance of having a financial advisor
  • And more

Connect With Ed Slott:

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Feature 2021

42. Navigating Your Brand Presence on Social Media with Marc Rogers

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

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When looking for new potential clients or new ways to engage with your current clientele, it is extremely important to position yourself online so that you are easily accessible. 

Connecting with clients through social media is essential in furthering your current client relationships.

In this episode, Brad Swineheart speaks with Marc Rogers, founder of Producers Prospect, a one stop solution for financial professionals looking to modernize their practice with forward-thinking marketing strategies and advanced resources for the digital age of financial services. Marc discusses the importance of innovation within the online market and shares tips on how to strengthen your client relationships. 

Brad and Marc discuss: 

  • How the pandemic has affected online advisor marketing 
  • How to gain new clients through social media 
  • Why it is important to position yourself on social media platforms
  • The importance of brand presence online when looking for new clients
  • And more

Connect With Marc Rogers:

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About Our Guest:

Marc Rogers is an established force in the financial industry. He has been mentored by professionals in the field such as Doug McDermott, the founder of The Annuity Store and key designer of the first ever fixed index annuity. Marc’s drive and knowledge is based on his teachings from top of the line industry leaders who have expertise on the ins and outs of the financial services industry.