Category Archives: Financial

28. The Growth of Business in the Virtual World with Brad Barrett

July 21, 2021Advisors, Education, Financial, Marketing, UncategorizedBrad Barrett, Brad Swineheart, Communication, Engagement, Marketing, One Capital Management, Virtual, Webinars, WhiteGlovebeadvised-leadingwithvalue

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

As an advisor, it is important to not be so narrowly focused with your marketing mix. It helps if you think bigger in terms of communicating and engaging with your clients.

In this episode, Brad Swineheart speaks with Brad Barrett, managing director and partner at One Capital Management, an independent private wealth advisory firm. Brad shares his business growth strategies, business obstacles, and results by integrating new marketing strategies.

Brad B. discusses:

His first failures in the virtual world and how these shaped his future
Overcoming the obstacle of adding webinars into his marketing mix
The efficiencies of virtual meetings for clients
The business opportunities he plans to focus on for the rest of 2021 into 2022
And more

Resources:

Connect With Brad Barrett:

LinkedIn: Brad Barrett

Connect With WhiteGlove:

About Our Guest:

Brad Barrett: Brad Barrett is a managing director and partner at one capital management and independent private wealth advisory firm. Brad is a certified financial planner who advises individuals and families on their investment and advanced planning needs. He also oversees the firm’s retirement and corporate services practice.

27. Have You Built a Truly Effective Marketing Plan? With Natalie Grassi

July 7, 2021Advisors, Education, Financial, Marketing, UncategorizedBrad Swineheart, Marketing, Marketing Plan, Natalie Grassi, Performance, Seminar, Simplicity Scottsdale, Topic, WhiteGlovebeadvised-leadingwithvalue

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

To make sure your marketing is as strong as it can be, you should focus on data-based decisions, and forget the “shiny object” mentality.

In this episode, Brad Swineheart speaks with Natalie Grassi, an advisor development consultant at Simplicity Scottsdale, to discuss strategies you can start implementing for an effective marketing plan.

Natalie discusses:

How to start building an effective marketing plan in three steps
The importance of being open to marketing many areas and topics to expand your reach and step outside of your comfort zone
Three drop dead best tips for being an effective seminar presenter
Why data is a critical component for tracking performance
And more

Resources:

Connect With WhiteGlove:

About Our Guest:

Natalie Grassi: Natalie Grassi, an advisor development consultant at Simplicity Scottsdale. Natalie specializes in marketing plans for top performers and has coached on presentation skills and best seminar and converting practices.

Episode 26 – The New Environment of Effective Marketing — with Guest Rebecca Hourihan

June 23, 2021Advisors, Education, Financial, Marketing, UncategorizedBe Advised, Centers Of Influence, Client Appreciation, Content, Digital Marketing, Marketing Strategy, Tangible Marketing, Traditional Marketing, Virtual Environmentbeadvised-leadingwithvalue

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Effective marketing can take an advisor’s practice to new levels—but what does that look like with the many redefined styles of marketing?

In this episode, Brad Swineheart is joined by Rebecca Hourihan AIF®, chief marketing officer at 401(k) Marketing to discuss how advisors can invest their time into their digital reputation without losing sight of the importance of nurturing their relationships.

You will learn:

Why advisors should start by identifying three business goals and create a marketing strategy around those goals
What advisors should invest in for new business growth opportunities in a hybrid environment
The first step to take in marketing to your target audience
And more!

Resources: White Glove | Brad Swineheart | Rebecca Hourihan | 401(k) Marketing

For more valuable content visit: https://whiteglove.com/captivating-advisor/

Episode 25 – Start Integrating that Voice of the Client — with Guest Julie Littlechild

June 9, 2021Advisors, Education, Financial, Marketing, UncategorizedAdvisor, Be Advised, Captivating Advisor, Communication, Connect, Engagement, Feedback, Relationship, Strategy, Voicebeadvised-leadingwithvalue

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

As an advisor, listening to your clients is absolutely vital for success.

In this episode, Brad Swineheart is joined by Julie Littlechild, founder and CEO at Absolute Engagement, to address how to uncover unmet needs and actively engage with clients and prospects.

You will learn:

How to start developing ‘the voice of the client’ —and input that into your strategy
Some of the opportunities that have emerged for advisors to get valuable client feedback
Key tactical initiatives that advisors should start doing today
And more!

Join Brad and Julie to find out how to implement strategies that are going to drive your communication strategy!

For more valuable content visit: https://whiteglove.com/captivating-advisor/

Resources: White Glove | Brad Swineheart | Julie Littlechild | Absolute Engagement

Episode 24 – Cracking The Code to Investing in Success— with Guest Chip Munn

May 26, 2021Advisors, Education, Financial, Marketing, UncategorizedAdvisor, Advisors, Basis Method, Be Advised, Brad Swineheart, Business Development, Business Growth, Financial Industry, financial professional, Marketing, Marketing Methods, Marketing Tactics, Maximum Advisor, Success, White Glovebeadvised-leadingwithvalue

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Many advisors get stuck in a shiny object mentality where they see something working for another advisor so they jump from one tactic to the next.

In this episode, Brad Swineheart is joined by Chip Munn, CEO of Signature Wealth Group. Chip is the creator of the basis method and podcast host of Maximum Advisor, and he is here to discuss why advisors should be tracking their results to see what tactics are working for their business based on growth, rather than just replicating what others are doing and expecting the same results.

You will learn:

Why advisors should have a business framework within which to operate
The five parts of the basis method and how you can apply them
The organic growth changes this year—and what advisors should be focusing on
And more!

Tune in to learn more about the big focus for advisors to see results this year!

Resources: White Glove | Brad Swineheart | Chip Munn | Maximum Advisor

Episode 23 – A Tactical Approach to Business Development — with Guest Duncan MacPherson

May 12, 2021Advisors, Education, Financial, Marketing, UncategorizedAdvisors, Brad Swineheart, Business Development, Financial Industry, financial professional, Marketing Methods, White Glovebeadvised-leadingwithvalue

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Business development may sound imposing and intimidating, but it is so important to continually develop to be efficient, sustainable and open to growth.

In this episode, Brad Swineheart is joined by Duncan MacPherson, CEO of Pareto Systems, author, coach, and keynote speaker on practice management to discuss some tactical ways to approach your current client base.

In this episode, you will learn:

How the last 16 months have seen the segmentation of advisors into three distinct groups—and what those groups are
Why being busy as an advisor doesn’t necessarily mean you’re being productive
How to become an elite advisor
The four key components of a typical interaction between a financial professional and the client
And more!

Tune in to learn more about how advisors can seize the development opportunity to re-introduce yourself to existing clients!

Resources: White Glove | Brad Swineheart | Duncan MacPherson | Pareto Systems

Episode 22 – Don’t Be The Hero Advisor — with Guest Bill Cates

April 28, 2021Advisors, Education, Financial, Marketing, UncategorizedAdvisors, Brad Swineheart, Business Development, Financial Industry, financial professional, Marketing Methods, White Glovebeadvised-leadingwithvalue

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Advisors need to have a relentless passion for understanding prospects and clients. By targeting a niche market, you can demonstrate a higher-level of knowing in every situation.

In this episode, Brad Swineheart is joined by Bill Cates, a well-known referral coach and speaker to discuss why advisors need to be focusing on one well-defined target market to sharpen their messaging to become more relevant. Bill shares why advisors should always have an attitude of curiosity to ask more questions in order to solve critical problems within the industry.

In this episode, you will learn:

Two big obstacles that advisors are facing in the industry
The importance for advisors to have one well-defined target market
Why advisors should avoid leading with credibility in conversations or on social media
Two types of research advisors should be executing
And more!

Tune in to learn the key to cutting through the noise as an advisor!

Resources: White Glove | Brad Swineheart | Bill Cates | Rational Relevance | The Referral Coach

Episode 21 – Focusing on The Problem, Not The Solution — with Guest Adam Cmejla, CFP®

April 14, 2021Advisors, Education, Financial, Marketing, Uncategorized20/20 Money, Adam Cmejla, Advisors, Be Advised, Be Advised - Leading with Value, Brad Swineheart, Business Development, Experts, Financial Industry, financial professional, Integrated Planning and Wealth Management LLC, Marketing, Marketing Methods, Podcast, Problem Solving, Top Advisors, White Glove, WhiteGlovebeadvised-leadingwithvalue

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Are you an advisor with an existing waiting list for new clients? If not, you’ll love this episode as Brad Swineheart and Adam Cmejla discuss tactics on how to achieve just that.

Don’t let your action be no action! By defining your niche market, you can pinpoint the types of problems you need to help solve, without wasting time on those you don’t.

In this episode, Brad Swineheart is joined by Adam Cmejla, CFP®, president of Integrated Planning and Wealth Management, LLC, as well the host of his own podcast, 20/20 Money. Adam shares an overview of his business success and provides information on how listeners can transform their mindset to provide more valuable content.

You will learn:

How to focus on actual problems rather than presenting a ‘cookie cutter solution’
How social media outlets can drive success when developing your niche
Why sharing expert information is not giving away your business’s ‘secret sauce’
The importance of alignment within your social media presence and strategy
And more!

Tune in to learn about how to execute on your business decisions and successfully measure your results to pivot effectively!

Resources: White Glove | Brad Swineheart | Adam Cmejla | 20/20 Money Podcast

Episode 20 – Your Time Is Ticking — with Guest Ed Slott

March 31, 2021Advisors, Education, Financial, Marketing, UncategorizedAdvisors, Brad Swineheart, Business Development, Financial Industry, financial professional, Marketing Methods, White Glovebeadvised-leadingwithvalue

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

As an advisor, it is more important now than ever to share your knowledge with clients and prospects, especially as the communication channels have changed drastically.

In this episode Brad Swineheart is joined by well-known speaker and best-selling author Ed Slott, founder and CEO at Ed Slott and Company. Ed shares his insight about the opportunity for advisors to help existing clients and prospects by educating them, building relationships and having strong communication.

In this episode you will learn:

To understand Ed Slott’s book ‘The Retirement Savings Time Bomb’
What advisors should be paying attention to when communicating with clients and prospects
How to give your clients or prospects something to talk about
What advisors can do to help their clients understand the changes happening now
And more!

Tune in to learn more about how to be a valuable resource as an advisor with Ed Slott!

Resources: White Glove | Brad Swineheart | Ed Slott | The Retirement Savings Time Bomb

Episode 19 – It’s Time to Make Your Voice Heard — with Guest Jason Pereira

March 17, 2021Advisors, Education, Financial, Marketing, UncategorizedAdvisors, Brad Swineheart, Business Development, Financial Industry, financial professional, Marketing Methods, White Glovebeadvised-leadingwithvalue

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

In this industry, it’s important to be recognizable and credible as an expert so that when you speak, they will listen. And that means you need to get your message out across multiple channels.

In this episode, Brad Swineheart is joined by Jason Pereira, Senior Financial Planner and Portfolio Manager at Woodgate Financial Inc. to discuss how to invest more time into understanding and living on multiple social media channels in order to boost your marketing efforts.

In this episode you will learn:

How an advisor can build an authentic online presence
The importance of consistency when putting out content
Why LinkedIn is the number one focus for getting started on social media as an advisor
How to structure the same content content differently for each platform
And more!

Tune in to learn more about how to provide compelling value to the audience you are targeting!

Resources: White Glove | Brad Swineheart | JasonPereira.ca | Jason Pereira