When looking to secure clients and referrals, it is extremely important to treat them as prospects in the initial part of your journey.
Gift giving, remembering important dates and check-in calls are a couple ways you can stand out as an advisor compared to your competitors.
In this episode, Brad Swineheart speaks with Brandon Hegg, a consultant at Dynamic Directions. Brandon discusses how he takes his client experience to the next level through creating long lasting relationships and focuses on wowing his current client base.
Brad and Brandon discuss:
The importance of ongoing client check-in calls
Strategies they use to create special relationships with clients
How accountability can lead to positive change when dealing with upset clients
Unique branded items that customers will cherish and remember you by
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.
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
Whether you’re working in finance or fitness, it is extremely important to understand how all aspects of your business operate.
Understanding your company’s operation is crucial to overall success.
In this episode, Brad Swineheart speaks with Marc Lobliner, CEO of MTS Company. From sales to shipping & receiving, Marc discusses the importance of the CEO knowing how to do all the jobs in the company and understanding how each of the roles maintains the efficiency of the business.
When looking for new potential clients or new ways to engage with your current clientele, it is extremely important to make sure you are going that extra mile to create solid relationships that will last a lifetime.
Meeting your clients face-to-face or being available to talk through their concerns whenever they arise is an important part of fostering solid relationships.
In this episode, Brad Swineheart speaks with Ed Slott, CEO of Ed Slott and Company of IRA experts ready to help you with all of your financial goals. Ed discusses how he has connected with new prospects and the important things advisors should know when creating lifelong business relationships.
Brad and Ed discuss:
Virtual programs they offer to their clients
The connection a face-to-face chat with new prospects
When looking for new potential clients or new ways to engage with your current clientele, it is extremely important to position yourself online so that you are easily accessible.
Connecting with clients through social media is essential in furthering your current client relationships.
In this episode, Brad Swineheart speaks with Marc Rogers, founder of Producers Prospect, a one stop solution for financial professionals looking to modernize their practice with forward-thinking marketing strategies and advanced resources for the digital age of financial services. Marc discusses the importance of innovation within the online market and shares tips on how to strengthen your client relationships.
Brad and Marc discuss:
How the pandemic has affected online advisor marketing
How to gain new clients through social media
Why it is important to position yourself on social media platforms
The importance of brand presence online when looking for new clients
Marc Rogers is an established force in the financial industry. He has been mentored by professionals in the field such as Doug McDermott, the founder of The Annuity Store and key designer of the first ever fixed index annuity. Marc’s drive and knowledge is based on his teachings from top of the line industry leaders who have expertise on the ins and outs of the financial services industry.
When looking for a financial planner, it is important to find someone you trust. When handing over your finances to someone, it is extremely crucial that they are aligned with you, your goals and your long term investments.
In this episode, Brad Swineheart speaks with Jason Brotsky, managing partner of Strategic Partners Financial Group, a financial planning and wealth management firm that focuses on helping clients create their personal financial plans in accordance with their goals for now and in the future.
Why it is important to detail your communication expectations to your advisor
The importance of keeping a consistent client relationship
What you need to know if you are thinking of selling your business
Jason Brotsky is a licensed independent advisor and currently the managing partner of Strategic Partners Financial. Jason is responsible for ensuring that all clients of Strategic Partners Group receive a consistent, exceptional experience when working with their team. In recent years, Jason has led an initiative to proactively partner with experienced legacy advisors in their community to develop succession and continuity plans for the advisors and their clients.
As a financial advisor, marketing towards clients and prospects can be a tricky process.
But it shouldn’t be. Because you not only want to attract new clients but also impress the clients you already have, all while improving staff morale.
In this episode, Brad Swineheart speaks with Matthew Newman, chief strategy officer at Advisors Excel, a marketing and communications firm focused on improving clients’ marketing practices and giving them access to proven sales strategies and tested seminar tactics. They focus on giving clients proven processes they can integrate and adapt into their own business.
Why first meetings with new clients are the most important process in a business venture
The mindset you need to keep improving yourself and your business ethic
Staffing culture strategies, operational processes and how to track profitability
How you can turn a small purchase into a profitable flipping business
Matthew Neuman is a financial advisor and chief strategy officer at Advisors Excel, a marketing advisor program that offers businesses and entrepreneurs access to many proven campaign strategies that will help gain prospects and clients. Matthew is known for allowing his clients to pave their own way in the business world by presenting them with small tokens that can change the way they view business processes and attitudes. With two decades of experience partnering with financial professionals, he has coached over 700 of the nation’s elite offices. Matthew is a firm believer in constantly challenging yourself, pushing yourself out of your comfort zone to try new hard things and making a difference with every move you make.
As a financial advisor, marketing and public relations may not be high on your list of must do.
But they should be. Because you not only want to attract new clients but also impress the clients you’ve already got.
In this episode, Brad Swineheart speaks with Marie Swift, president and chief executive officer of Impact Communications, a public relations and marketing communications firm focused on the financial services industry. You will learn ways to successfully stay in front of your clients and prospects using marketing and public relations.
Why advisors don’t spend enough time and money when it comes to marketing and PR
The strategy of read and feed in relation to marketing and education
What strategies are working in terms of marketing success
What an advisor could focus on from a digital perspective to showcase the human side of their business
Marie Swift is the president and CEO of Impact Communications, a full-service marketing communications firm serving a select group of independent financial advisors and allied institutions. Marie is known for bringing good ideas to financial advisors through her speeches, workshops, boot camps, webinars, podcasts, videos, and written works. A thought leader for thought leaders, she is known for bringing some of the industry’s best and brightest voices together for dialog and debate.
Necessity is the mother of invention, and as a financial advisor, it helps to develop the strongest retirement strategies for your clients.
In this episode, Brad Swineheart speaks with Joe Elsasser, CFP® founder and president at Covisum®, LLC. Joe shares his thoughts about crafting optimal decisions for Social Security benefits and taxes, and the conversion of assets to guarantee income.
Why Social Security is a big part of ongoing client education
How to plan for retirement with tax uncertainty
How advisors can calm unwarranted alarm from clients
Joe Elsasser CFP®, developed Social Security Timing® in 2010 because, as a practicing financial advisor, he couldn’t find a Social Security tool that would help his clients make the best decision about when to elect their benefits. Inspired by the success of Social Security Timing, Joe founded Covisum®, a financial tech company focused on creating a shared vision throughout the financial planning process.
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.
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
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.