Category Archives: Financial

Turning Passion Into A Lifelong Portfolio with FEL3000ft (Ep. 56)

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

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Have you ever thought about making your greatest passion your career? 

FEL3000ft has taken a loving passion of his and has turned it into a successful career that allows him to express himself and give back to his community in several ways. 

After trying to jazz up the decor around his house, Brad Swineheart found his way to FEL3000ft, an original graffiti artist based out of Detroit who has been known for turning some magnificent buildings into pieces of art over the years. 

This week, FEL3000ft unveils everything you need to know about his career path as a graffiti artist. He highlights how invigorating it is to love what you do every day, just like many of the advisors listening today. 

Fel discusses: 

  • Some of the projects he has worked on 
  • Hip-hop as an inspiration for the theme of his projects 
  • Outreach programs as a way of giving back to his community 
  • His approach to inspiring youth 
  • What you should know about ‘staying hungry’
  • And more!

Connect with FEL3000ft:

Connect with Brad Swineheart:

About Our Guest:

Fel3000ft started doing graffiti/street art in 1982,  as immersed himself in hip-hop culture. After many years of painting in Detroit, he realized the importance of his voice artistically and felt he could do something positive with that voice. He writes his thoughts and passion for the people and the communities next to the art pieces Fel300ft paints on the walls as a positive word. His need to fight for the things that he believes in, the community he lives in, and his friends, neighbors, and families are put at the forefront of all of his work.

Advisors, Get Ready To Grow & Break The Traditional Business Model with Daniel Biagini (Ep. 55)

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From holistic and personalized planning to addressing and solving client concerns, these are some of the key elements that successful advisors are implementing within their practices, leading to business and client growth.

In this episode, Brad Swineheart is joined by Daniel Biagini, the head of sales at American Equity. Daniel is all about leveraging his background of guiding strategy, product development, and client experience to promote growth among his clients. So, listen in as Brad and Dan speak about how advisors today are breaking the traditional business models and how these new strategies are working to bring in new prospects.

Brad and Dan discuss: 

  • How to identify value among advisors in the industry
  • New prospecting methods that advisors are taking on to bring in and maintain clients 
  • The importance of building a company culture that clients can relate to
  • Ways your marketing can change the way clients perceive and interact with your business 
  • Must-know tips and tricks advisors can use to take their business to the next level 
  • And more!

Resources:

Connect with Daniel Biagini:

Connect with Brad Swineheart:

About Daniel Biagini:

Dynamic asset management and insurance industry leader with 10+ years of success. Proven track record of guiding strategy, product development, and client experience that drives growth, competitive advantage, and operational excellence.

The Road to 8%: How to Succeed At Building A Brand with Cody Askins (Ep. 54)

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

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How do the top 8% build successful brands?

If you’re an entrepreneur and want your brand to evolve but struggle with standing out or securing long-term clients, then this episode is for you.

This week, Cody Askins, founder of The 8% Nation, joins Brad Swineheart to share what it takes for advisors and agents to succeed at scaling their company brand. Cody details his approach to referrals, hiring, coaching, and training to help insurance professionals succeed. 

Brad and Cody discuss: 

  • The value of tailoring your brand to a specific market
  • The truth about brand representation 
  • Ways building a brand tied to SEOs benefits your business marketing 
  • Cody’s ideal client base and the core training he and his team can provide to them
  • The importance of storytelling 
  • And more!

Resources:

Connect with Cody Askins:

Connect with Brad Swineheart:

About Our Guest:

With over a decade of insurance sales knowledge, Cody Askins knows what it takes for agents to succeed in the insurance industry.

Cody started in the insurance industry when he was just 20 years old while attending school full-time and playing college basketball. He made a goal to make 6-figures during his first year, and in only eight months, Cody made over $117,000.

During his first year, Cody developed a system to set more appointments and get the most out of his leads. Now, it’s Cody’s mission to help agents build skills and learn the necessary mindset to achieve any goal that they’ve set for themselves.

Cody offers a variety of private and group coaching courses. As the creator of Telesales Mastery Members, the CA Sales System, and Success Society, he also creates custom Lead Generation Consulting.

Business Leaders, Get Ready To Sharpen Your Presentation Skills with Pat Quinn (Ep. 53)

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At a certain point in your career, you will have the opportunity to speak in front of a large audience. 

Whether it be for a seminar, a business meeting, or simply a sales pitch to a new investor, your public speaking skills will have to shine through and wow someone, which can be tough when put under pressure. 

But it doesn’t need to be like that anymore.

This week, Brad Swineheart is joined by Pat Quinn, a speaking coach who helps business leaders sharpen their presentation skills. As a former professional magician and high school teacher who has spoken to audiences worldwide, Pat knows how to read an audience unlike anyone else. And that’s why he’s here to share the tips and techniques you need to strengthen your public speaking. 

Pat discusses: 

  • The correct measure of success when public speaking
  • Strategies to get on stage and prepare to speak in front of a large audience 
  • How his experience as a teacher and magician has aided in his confidence to speak to an audience
  • The value of storytelling when it comes to public speaking 
  • How offering the right amount of information can separate a good from a great speaker 
  • The difference between helping and overwhelming the crowd you’re speaking to 
  • And more!

Connect with Pat Quinn:

Connect with White Glove:

About Our Guest:

A former professional magician who learned the art of commanding a stage early in his career. With an advanced degree in brain research, Pat Quinn understands how adults learn new information. As a consultant and speaker, he has keynoted the biggest conferences and spoken to audiences from around the world.

How To Deal With Unsuccessful Seminars with Roy Snarr, CFF®, CLTC®, NSSA®, LACP™ (Ep. 52)

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“In the very first workshop I did, I made zero money. There were just 20 people, and I received only one appointment.” — Roy Snarr, CEO of Snarr Financial & Insurance Services, Inc.

Despite spending thousands of dollars and countless hours, your seminar might not go as planned. So, how do you deal with such unsuccessful seminars?

In this episode, Brad Swineheart joins Roy Snarr, CFF®, CLTC®, NSSA®, LACP™, author, speaker, founder of Snarr Academy, and member of the Million Dollar Round Table (MDRT). Together, they talk about how failed seminars can contribute to long-term success for advisors.

Roy discusses: 

  • How to gather an audience for less popular (and sometimes unattractive) seminar topics
  • The power of consistency in event marketing
  • Why November and December are great months to host seminars
  • How to skyrocket your post-seminar engagement through personalized videos
  • And more!

Resources:

Connect with Roy Snarr:

Connect with White Glove:

About Our Guest:

With over a decade of experience, Roy Snarr has helped thousands of people from coast to coast become educated on the most relevant retirement planning strategies. Roy has also made regular ongoing national/local television appearances on all major networks and is a nationally syndicated published author and contributor. 

His dedication and passion have enabled him to build a nationally recognized business and be a part of the most pristine association of financial professionals, the Million Dollar Round Table (MDRT). 

In addition, Roy serves as a local board member for the Society of Financial Services Professionals (FSP). Roy’s current designations include CFF-Certified Financial Fiduciary® LACP-Life and Annuity Certified Professional and the NSSA (National Social Security Advisor).

Roy is also the founder of Snarr Academy, a revolutionary training and credibility platform designed to help agents, advisors, and agencies succeed in the Asset Protection and Long Term Care Space.

Being Your Own Boss with Curtis Cottle (Ep. 51)

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Have you ever felt like a general 9-5 office job may not be for you? Wondering what it would be like to work for yourself and manage your own business defined by your rules and processes?

Then self-employment might be the direction for you. 

Although managing your own business may seem like a never-ending process of delegating, coaching, and managing, there are a number of benefits to this type of employment, including being your own boss. 

In this episode, local investment advisor representative and licensed insurance professional Curtis Cottle joins Brad Swineheart to explain how he kick-started his career in the retirement and financial services industry. Curtis also sheds light on the processes he has integrated into his business model as a first-time entrepreneur. 

Curtis discusses: 

  • How to know if self-employment is right for you
  • Ways he has been implementing education, marketing, workshops, and seminars within his business 
  • How the pandemic impacted the way he connected with clients and prospects 
  • What people don’t tell you about starting a business from the ground up
  • The power of coaching and how it can benefit your team and business
  • And more!

Resources:

Connect with Curtis Cottle:

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About Our Guest:

Local investment advisor representative, and licensed insurance professional, Curtis Cottle, is highly achieved in business and finance. Many pre-retirees and retirees have been served and educated on how to potentially preserve their assets, increase their income and reduce their income taxes.

In 2011 Curtis qualified for the Top Producers Escape sponsored by Insurance Agency Marketing Services, Inc. Here, he was recognized for being in the top 5% of all producing agents. When he first qualified, he was the youngest ever to have achieved this degree of recognition. Curtis is also a featured local speaker helping retirees and pre-retirees with seminars focused on how to Optimize Your Social Security Benefits.

The Power of Coaching for Financial Advisors with Jamie Hopkins, MBA, CFP®, LLM, CLU®, CHFC®, RICP® (Ep. 50)

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Advisor success often leads to new problems:

For example, when running our own business, it is natural to want to step into each business role to stay true to the brand we are creating. Although admirable, it is almost impossible to manage every single process.

By delegating, coaching, and offering your expertise in certain areas to new hires, you can sit back and focus on the aspects that matter, bringing in new prospects and managing the business the way you see fit.

In this episode, Brad Swineheart speaks with the managing partner of wealth solutions at Carson Group, Jamie Hopkins. Jamie explains how growing a business starts with handing off jobs to employees while detailing the value of failing to grow and succeed. 

Jamie discusses: 

  • How to determine if your employees are benefiting your business 
  • The power of delegating, especially in a new business environment
  • Key factors to look for when recruiting new employees
  • The importance of promoting growth within your business
  • And more!

Connect with Jamie Hopkins:

Connect with WhiteGlove:

About Our Guest:

Jamie Hopkins is the Managing Partner of Wealth Solutions at Carson Group, a national wealth management firm that offers coaching and partnership to financial advisors. A nationally recognized writer, researcher, and educator, Jamie is a regular contributor to Forbes, InvestmentNews, and MarketWatch. He has been published in dozens of financial, educational, and legal journals, and he’s the media’s go-to expert on retirement income planning and tax law.



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

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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.



Feature 2021

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.



Feature 2021

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.