Tag Archives: Advisor

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

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

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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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31. Accessing Your Level Ten Mindset With Machen MacDonald

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

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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:

Connect With WhiteGlove:

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.

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

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

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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

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

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

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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