Category Archives: Education

What now? Here’s What You Need to Know About Seminars with Frank Maselli (Ep. 49)

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

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When looking to attract new clients, it is vital to understand what the landscape looks like before you jump back into the same old prospecting routine.

By strengthening presentation skills, many advisors have learned how to communicate effectively both in person and virtually to connect with prospective clients, creating loyal connections for the years to come. 

In this episode, Brad Swineheart speaks with Frank Maselli, best-selling author, award-winning keynote speaker, and coach at White Glove. Frank shares must-know public speaking techniques while explaining his approach to helping advisors shape and sharpen the work they do through seminars and information sessions. 

Frank discusses: 

  • The role of emotions when it comes to connecting with new clients 
  • Exactly how to deliver an engaging presentation and seminar
  • Storytelling as a seminar asset 
  • How to build a foundation of trust among prospective clients
  • How online webinars have changed the environment of financial services
  • The value of having an online presence in today’s business world
  • And more!

Resources:

Connect with Frank Maselli:

Connect with WhiteGlove:

About Our Guest:

Frank Maselli is a 3X best-selling author and an award-winning keynote speaker and coach in the financial services industry. For over thirty years, Frank has helped thousands of financial professionals grow and enjoy their business with modern skills that resonate with today’s clients. His programs are founded on deep expertise in human psychology, and he is renowned for his cutting-edge thinking and his electrifying (and entertaining) delivery.



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Building Relationships Through Magazines with Andrew Saksa (Ep. 48)

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

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Maintaining relationships with clients is crucial for financial advisors.

And one of the ways to do this is by constantly connecting with them about their interests or things they care about.

In this episode, Brad Swineheart is joined by Andrew Saksa, Senior Vice President Business Development at ReminderMedia. Andrew explains the importance of staying connected with your clients while unveiling how the company takes care of this by creating and sending branded magazines according to their interests and needs.

Brad and Andrew discuss:

  • The importance of connecting with your client and their spouse
  • Which type of content should be shared through magazines
  • Reasons magazines are still useful in today’s day and age 
  • The crux of getting more referrals
  • And more

Connect with Andrew Saksa: 

Connect with WhiteGlove:

About Our Guest:

Andrew Saksa is the Senior Vice President Business Development at ReminderMedia, a media and marketing firm founded in 2003 that helps businesses solidify their relationships with key clients with a customizable 48-page American Lifestyle magazine.

 Previously, Andrew co-founded MyPistevo.com, an application for criminal background checks. And he also volunteered as a Grief Facilitator/ Soccer Coach for New Hope for Kids, a nonprofit that helps children in need suffering from grief, loss, or life-threatening illnesses.



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Trusted Branding with Mike Saunders (Ep. 47)

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

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When looking to secure clients and referrals, you get to decide how you are viewed online and what assets you bring to the table. The key is confidence and authority. 

By creating a presence online and emerging yourself across various platforms, you are creating the most authoritative version of yourself. 

In this episode, Brad Swineheart speaks with Mike Saunders, authority marketing strategist and host of the Influential Entrepreneurs podcast. Mike discusses how he elevated his presence among clients and future prospects by getting involved in different media platforms and creating a trusted persona for himself that people can look to for advice. 

Brad and Mike discuss: 

  • What branding really means for a business 
  • The “WIIFM” mentality and how you can use it to your advantage among clients
  • Why the platform your content is placed on will determine the audiences interactions with it  
  • The importance of being online in today’s business world
  • And more

Connect With Mike Saunders:

Connect With WhiteGlove:

About Our Guest:

Mike Saunders holds an MBA in Marketing and serves the small and medium-sized business market. In addition to coaching and consulting clients in his firm Marketing Huddle LLC, he teaches Marketing as an Adjunct Marketing Professor at three universities.

 

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

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

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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

Connect With Brandon Hegg:

Connect With WhiteGlove:

 

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

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

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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

Connect With Brad Gotto:

Connect With WhiteGlove:

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Finances & Gains with Marc Lobliner (Ep. 44)

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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

Connect With Marc Lobliner:

Connect With WhiteGlove:

 

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43. Reeling in New Clients with Ed Slott

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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:

Connect With WhiteGlove:

 

 

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

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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:

Connect With WhiteGlove:

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. 

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41. Creating Communication Bridges with Jason Brotsky

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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:

Connect With WhiteGlove:

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. 

 

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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:

Connect With WhiteGlove:

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.