Category Archives: Marketing

Episode 6 – Financial Planning with The Bucket Plan – with Guest Jason L Smith

September 16, 2020Advisors, Education, Financial, Marketing, UncategorizedAdvisors, Brad Swineheart, Business Development, Financial Industry, financial professional, Marketing Methods, White Glovebeadvised-leadingwithvalue

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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

Episode 5 – Using Marketing and Leadership Strategies to Expand Your Business – With Guest Luke Acree

September 2, 2020Advisors, Education, Financial, Marketing, UncategorizedAdvisors, Brad Swineheart, Business Development, Financial Industry, financial professional, Marketing Methods, White Glovebeadvised-leadingwithvalue

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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

Episode 4 – A Deep Dive Into 2020 Retirement Tax Planning – With Guest Ed Slott

August 19, 2020Advisors, Education, Financial, Marketing, UncategorizedAdvisors, Brad Swineheart, Business Development, Financial Industry, financial professional, Marketing Methods, White Glovebeadvised-leadingwithvalue

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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