Category Archives: Uncategorized

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



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:

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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)



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:

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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)



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: 

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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.




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



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

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37. The Four Stages of Life Transition With Ross Marino



Your emotions are what drive most of the decisions you make in your life. And the more dramatic the change, the stronger your emotions will be.

In this episode, Brad Swineheart speaks with Ross Marino CFP®, CPFA, CeFT®, founder of Transitus Wealth Partners, about some personal disruptions that led him to writing a book called “Shaping Change”. Ross and Brad also discuss how to manage your client relationships when your clients are in the midst of a life transition.

Ross discusses:

  • What led him to write the book called “Shaping Change”
  • How to address uncertainty in someone’s life and get them back into financial planning
  • The four stages of transition––and how he walks clients or prospects through each stage
  • And more

Resources: 

Connect With Ross Marino:

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About Our Guest:

Ross Marino: Do you remember any gifts from your 15th birthday? Ross Marino does. Ross received a copy of Money magazine, and it shaped his life. A subscription to Psychology Today soon followed. From an early age, he was fascinated with how people think and what they do with money. Ross grew up outside of Cleveland, OH, then headed to Stetson University in Florida, where he wrestled. His career as a financial advisor began in 1988, and he has been helping people ever since.


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36. When Life Punches You in the Face, Fight Back With Erik Allen



Some financial advisors quit their business because it can be a grind and feel like it is a constant punch in the face. 

But, are you going to be someone who stands up and fights back?

In this episode, Brad Swineheart speaks with Erik Allen, host of “Top Rated MMA” and “The Erik Allen Show.” Erik shares how he overcame addiction, bankruptcy, and other challenges to turn his life around to become a successful entrepreneur.

Erik discusses: 

  • His childhood living in a cold garage––and going down the path of destruction
  • The moment he decided to turn his whole life around
  • How to remain focused on your end goal
  • How surrounding himself with partners has helped change his life
  • And more

Resources: 

Connect With Erik Allen:

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About Our Guest:

Erik Allen is truly a man of integrity, work ethic, and an overcomer. Despite being raised in a broken home, battling addiction, being jailed at 18, and filing for bankruptcy at 21, Erik managed to turn everything around. He is now 16+ years sober, 16+ years married with two kids, an entrepreneur, a podcaster, and a speaker, who helps up-and-coming MMA and entrepreneurs get noticed online. Erik might have been dealt a rough hand, but with the help of his Heavenly Father and a humble heart, Erik is taking each day as it comes and making it count.


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35. Bring In Warm Prospects that Call YOU With Seth Greene



Are you still cold calling your prospects? What if you discovered a way to have them calling you…

In this episode, Brad Swineheart speaks with Seth Greene, bestselling author and co-host of The SharkPreneur Podcast. Seth shares his remarkable career journey from starting out with cold calling cold prospects to working with multi-million dollar accounts.

Seth discusses: 

  • How he went from smiling and dialing cold calls to a hundred million dollar account
  • How his process has changed since he first started in the business
  • Next steps for his business to keep a lasting impression on his clients
  • And more

Resources: 

Connect With Seth Greene:

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About Our Guest:

Seth Greene: Seth Greene is the world’s #1 trusted authority on cutting edge direct response marketing, a best-selling author, the only 3x Marketer of The Year Nominee, co-host of The SharkPreneur Podcast, and the founder of Market Domination LLC.

 


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33. Don’t Refuse the Evolution of Annuities With Dominic Cursio



Annuities seem to have a bad reputation, but many advisors and their clients don’t understand the potential benefits of annuities when they are correctly implemented in a holistic plan. 

Is there a way to know that these tools have been correctly implemented within your client’s plan?

In this episode, Brad Swineheart speaks with Dominic Cursio, senior vice president of business development at Agatha Global Tech, LLC. Dominic shares the unique software solution for his clients called Annuities Genius and how the software helps his clients understand the process of annuities.

Dominic discusses: 

  • The two areas of concern that the Annuities Genius software helps solve
  • The main challenges for new representatives selling annuities in the industry
  • Three things he recommends for new advisors to learn to best help their clients
  • Why annuities have such a bad reputation––and why organizations are falling behind their competitors in the industry
  • And more

Resources:

Connect With Dominic Cursio:

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About Our Guest:

Dominic Cursio: Dominic Cursio is a 20-year insurance industry veteran, with the bulk of that time being spent focused on increasing annuity awareness with consumers, insurance agents, financial advisors, distributors, and insurance carriers. Dominic has served as the Vice President of Business Development for Agatha Global Tech, LLC, one of the leaders in the FinTech space, and creator of Annuities Genius. Dominic is a family driven individual, spending time with his two children and volunteering as a coach and community supporter.

 

 


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32. Chasing A Clear Goal With Paul Kingsman



Are you an advisor who is struggling with putting processes in place that allow you to see real growth in your practice?

In this episode, Brad Swineheart speaks with Paul Kingsman, speaker, author, coach and Olympic medalist to discuss how financial professionals can identify and accomplish their objectives without distraction. Paul shares relevant industry proven tactics and ideas to help you reach your own goals and those of your clients.

Paul discusses: 

  • How to chase a clear goal instead of using the ‘scatter gun approach’ 
  • How to balance the need of your entrepreneurial spirit and staying the course towards your goals
  • The first step to get rid of the shiny object syndrome to no longer be a distracted advisor
  • And more

Connect With Paul Kingsman:

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About Our Guest:

Paul Kingsman: Paul Kingsman is a sought-after expert on how to be distraction-proof. He teaches financial services professionals how to maintain focus to successfully grow their businesses and achieve outstanding long-term results. He knows the importance of keeping focused in life’s split seconds first hand: he trained for 13 years to swim a two-minute backstroke race at the Olympics, and won a medal by only four one-hundredths of a second.


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31. Accessing Your Level Ten Mindset With Machen MacDonald



Have you achieved level ten wisdom in business yet? 

If you seek more clarity and self confidence to build your business, this episode is for you!

In this episode, Brad Swineheart talks with Machen MacDonald, founder and strategic growth coach at ProBrilliance Leadership Institute to discuss how he has been working with advisors and entrepreneurs to refine their processes, habits, and action plans to achieve optimal results.

Machen discusses: 

  • Why advisors need more help with confidence to avoid plateauing in business
  • The most common thing that’s holding advisors back from growth
  • Why the right activities need to be in place to generate opportunities
  • And more

Connect With Machen MacDonald:

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About Our Guest:

Machen MacDonald: For almost a quarter century Machen MacDonald has dedicated himself to helping business owners, sales professionals, financial advisers, and financial services executives discover their purpose and help them align their focus to achieve dramatic and measurable improvements both in business and in life.

His ability to develop systems, based on his clients’ mental and emotional foundation, for creating immediate and lasting change has made him a recognized expert in the world of coaching and peak performance.