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Adaptability, mentorship, sacrifices, and knowledge are just a few things that make a great wealth advisor.

In this episode, Brad Swineheart, and guest Tom Hegna, economist, author, and retirement expert, discuss several hard and soft skills financial professionals should have in order to succeed in their practice. 

In this episode, you will learn:

• Tom’s advice for advisors adapting to a new virtual business model 
• How having mentors and attending training can lead you to become a top financial producer 
• How to avoid getting the “I will think about it” answer from prospects 
• Market update and what should advisors be paying attention to right now
• And more!

Tune to discover Tom’s take on the different things you can do to become a top advisor! 

Resources: White Glove | Brad Swineheart | Tom Hegna

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So much of everyday life has shifted to a more virtual reality, but many advisors are hesitant to make the change to their practice. But for top advisors, it’s important to adapt and move forward with this “new normal”.  

In this episode, Brad Swineheart and Daniel Collison, managing partner at Advice2Advisors, discuss several technologies and new marketing techniques advisors can use to move forward and excel in this virtual environment.

In this episode, you will learn:

• How advisors can use technology to improve their practice
• What the “10 by 10” rule is and how it can help you gain referrals 
• Why communication is so important between advisors and clients in this new environment
• The importance of social media for advisors — and why you need to outsource
• The difference between the offensive and defensive approach to social media
• And more!

Tune in as Brad and Dan highlight the role of technology and marketing for advisors in this newly virtual environment. 

Resources: Brad Swineheart | White Glove | Advice2Advisors | Daniel Collison

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The bucket plan is a simplified financial planning process that’s built around the philosophy of separating and classifying your money. 

Join this episode of Be Advised – Leading with Value as guest Jason L Smith explains the idea of bucket planning from a sales and marketing perspective and shares how it can help you structure and organize your finances. 

In this episode, you will learn:

• What the bucket approach is and how it helps advisors and their clients 
• How the three-bucket approach helps you with your financial planning 
• How a legacy plan supports surviving spouses 
• The role of the sales and marketing technique when it comes to bucket planning 
• And more!

Tune in as Jason L Smith shares the details of the bucket plan.

Resources: Brad Swineheart | White Glove | Clarity 2 Prosperity | Jason L. Smith

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A great work ethic, strong ambition, drive, and hunger makes a great financial salesperson. 

Join this episode of Be Advised – Leading with Value Podcast as guest Luke Acree, president of ReminderMedia, discusses marketing and leadership strategies they utilize to help clients grow their business.  

In this episode, you will learn:

• How ReminderMedia helps financial advisors grow their practice 
• How Luke Acree and his team coaches their sales team 
• Different hard and soft skills necessary for business growth
• How reciprocity can lead to client referrals 
• And more!

Tune in to learn about the future of marketing in the financial profession! 

Resources: White Glove | ReminderMedia 

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In the current virtual landscape, retirement tax rules are changing frequently, as are the ways that advisors are educating their clients. 

Guest Ed Slott shares his insight about recent tax changes in this virtual financial industry, and discusses how advisors can better lead clients when it comes to their 2020 retirement tax planning decisions.

In this episode, you will learn:

• How the virtual environment has helped advisors spread their reach across the country
• Why advisors need to be proactive with retirement and tax-related rules 
• How to use financial technology efficiently
• What is Regulation Best Interest (RegBI) and how Ed Slott’s seminars can help you understand
• The most important rules advisors should be educating clients on
• And more!

Tune in to learn about 2020 retirement tax changes with guest Ed Slott! 

Resources: White Glove | Ed Slott and Company, LLC

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With the rise of social media and technology, it’s no secret that the seminar and marketing industry has seen great success. 

Join this episode of Be Advised – Leading with Value as WhiteGlove’s Brad Swineheart and Mike Thurman discuss the growth of WhiteGlove, and how advisors can better prepare and succeed at educating their seminar audience.

In this episode, you will learn:

• Secrets behind how to launch a new practice successfully  
• How to train seminar representatives for a higher audience engagement 
• Why it’s important to have a powerful intro and outro for your seminar
• How high market volatility benefits the seminar and education field
• And more!

Tune in to learn how to use these proven techniques to see massive growth! 

Resources:  Brad Swineheart | Mike Thurman | WhiteGlove 

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Did you know that seminars and now webinars, can be game-changers for financial advisors?

As a leading expert in seminar best presentation practices, Brad Swineheart explains several presentation techniques for financial professionals who are looking to increase credibility in the eyes of their attendees.

In this episode, you will learn:

• The key benefits of seminars for advisors
• The difference between a seminar and webinar 
• How to brainstorm topics and structure a seminar 
• How to use embedding as a seminar closing 
• And more!

Tune in to learn different seminar hacks that can help you grow and strengthen your practice! 

Resources:  Brad Swineheart | White Glove

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White Glove is proud to present Be Advised – Leading with Value. In this podcast, we focus on successful marketing methods for advisors that generate prospects and clients. 

In the inaugural episode, get to know Brad Swineheart, Vice President of Business Development at White Glove, discover how Brad got his start in the industry, and how this firm can help financial professionals just like you! 

In this episode, you will learn:

• Who Brad is and what makes him so skilled at what he does
• How White Glove can help grow your practice 
• How financial professionals can benefit from the podcast
• Brad’s business philosophy with White Glove 
• And more!

Tune in now to get to know Brad Swineheart from White Glove! 

Resources:  White Glove | Brad Swineheart – LinkedIn