Monthly Archives: March 2022

Step Up Your Practice with Brandon Hegg (Ep. 46)

March 30, 2022Advisors, Education, Financial, MarketingBrandon Hegg, Business, Client Satisfaction, Marketing, Sales, Social Media, White Glovebeadvised-leadingwithvalue

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When looking to secure clients and referrals, it is extremely important to treat them as prospects in the initial part of your journey.

Gift giving, remembering important dates and check-in calls are a couple ways you can stand out as an advisor compared to your competitors.

In this episode, Brad Swineheart speaks with Brandon Hegg, a consultant at Dynamic Directions. Brandon discusses how he takes his client experience to the next level through creating long lasting relationships and focuses on wowing his current client base.

Brad and Brandon discuss:

The importance of ongoing client check-in calls
Strategies they use to create special relationships with clients
How accountability can lead to positive change when dealing with upset clients
Unique branded items that customers will cherish and remember you by
And more

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The Online Pivot with Bradly Gotto, Fiat Wealth Management (Ep. 45)

March 16, 2022Advisors, Education, Financial, Marketing, UncategorizedBradley Gotto, Business, LinkedIn, Marketing, Sales, Social Media, White Glovebeadvised-leadingwithvalue

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The pandemic has forever changed the way a lot of companies do business.

Since March 2020, whether you worked in fitness or finance, you have been forced to pivot to an online business model in order to keep money coming in.

In this episode, Brad Swineheart speaks with Bradly Gotto, owner of Fiat Wealth Management. Bradly discusses how he markets to baby boomers to share how to spend their money in retirement, along with how his business has changed as a result of COVID-19.

Bradly discusses:

The challenges of pivoting to an online business model
The importance of creating a LinkedIn presence for your business
The negative effects of constantly changing your marketing strategy
Advising baby boomers how to effectively spend their money either near or at retirement
And more

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Finances & Gains with Marc Lobliner (Ep. 44)

March 2, 2022Advisors, Education, Financial, MarketingBusiness, Fitness, Marc Lobliner, Marketing, Nutrition, Sales, Social Media, White Glovebeadvised-leadingwithvalue

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Whether you’re working in finance or fitness, it is extremely important to understand how all aspects of your business operate.

Understanding your company’s operation is crucial to overall success.

In this episode, Brad Swineheart speaks with Marc Lobliner, CEO of MTS Company. From sales to shipping & receiving, Marc discusses the importance of the CEO knowing how to do all the jobs in the company and understanding how each of the roles maintains the efficiency of the business.

Brad and Marc discuss:

The role the CEO plays in a company’s success
Being addicted to success
The importance of never giving up
How the gym impacts your life and finances
And more

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