Tag Archives: Advisors

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



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


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



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


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Episode 18 – Positioning for The Potential of Future Tax Changes — with Guest Joe Elsasser



There’s a new Administration in Washington, and that will mean changes to many things financial, including taxes. But what will this mean for advisors?

In this episode Brad Swineheart is joined by Joe Elsasser, president and founder of Covisum, to discuss some actionable items for advisors dealing with a new tax agenda and some strategies for planning in your practice.

In this episode you will learn:

  • The primary impact of tax changes for advisors
  • What to expect for the significant changes moving forward
  • How to act on facts for planning instead of acting on fear
  • The types of opportunities for advisors to leverage changes in their marketing
  • And more!

Tune in to learn more about how to deliver a better answer to your clients concerns!

Resources: White Glove | Brad Swineheart | Covisum | Joe Elsasser


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Episode 17 – Fix Your Mindset to Move Your Business Forward — with Guest Joe Lukacs



Everyone could use a coach, especially if you are a top advisor. 

In this episode, Brad Swineheart is joined by Joe Lukacs, named as one of the top coaches in the industry by registered rep and wealth management to discuss how to move things forward by changing your belief set and pivot your approach to uncover hidden business opportunities.

In this episode you will learn:

  • What advisors are struggling with most right now
  • How to take extreme ownership of where you’re at
  • How to get in the right mindset for success
  • Why you should have a pre-talk routine
  • And more!

Tune in to learn more about how to become more flexible in your approach to clients!

Resources: White Glove | Brad Swineheart | Joe Lukacs


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Episode 16 – How to Build Your Personal Brand and Credibility In The Virtual World — with Guest David DeCelle



If COVID-19 has proven anything, it’s that the virtual office isn’t going anywhere any time soon. What do potential leads see when they look for your online presence? Would you hire you based on your social media accounts and website?

In this episode, Brad Swineheart is joined by David DeCelle, President of Model FA to discuss ways to build your personal brand and enhance your credibility. David shares ways to build relationships through social media interaction and the importance of posting valuable content.

In this episode you will learn:

  • The focus for advisors when building credibility in the virtual world
  • What building your personal brand means for you as an advisor
  • What a relational deposit is and how to put it into action
  • And more!

Tune in to learn more about how to build trust without meeting someone face-to-face!

Resources: White Glove | Brad Swineheart | David DeCelle | Three Feet From Gold | Delivering Happiness


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Episode 15 – How You Can Actually WIN in Business In 2021 — with Guest Luke Acree



Wouldn’t you like to connect with your clients in a way that generates leads, secures, repeats, and lands those sweet referrals?

In this episode, Brad Swineheart is joined by Luke Acree, President of ReminderMedia, and publisher of American Lifestyle Magazine to discuss the secret to connecting. Luke provides further insight into how to build trust from a marketing standpoint.

In this episode you will learn:

  • Inspiration and learning your team’s true performance through the rough waters
  • How leads translate into business and sales
  • The importance of keeping your marketing strategy to 90 days at a minimum
  • Three principles in your sphere of influence marketing
  • And more!

Tune in to learn more about how to communicate with your clients to drive business in 2021!

Resources:  White Glove | Brad Swineheart | Luke Acree | Radical Candor


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Episode 14 – Winning Reasons Why You Should Adapt to Evolving Marketing Strategies — with Guest Maribeth Kuzmeski



Persuasive communication is a skill that can make the difference in sales and marketing.

In this episode, Brad Swineheart is joined by Dr. Maribeth Kuzmeski.  Maribeth is rated a top 25 C-suite speaker, an author, a marketing strategist and owner of her own consulting firm, Red Zone Marketing, and she knows how to make that difference happen. Together they discuss marketing strategies, provide industry insights, and information about the market movement ahead. 

In this episode you will learn:

  • About the data Maribeth uncovered with her survey results 
  • The number one thing that stood out in the survey
  • What top advisors are doing with their marketing to bring in new clients
  • The focus for advisors planning for 2021
  • And more!

Tune in to gain insights into success in our new virtual world of marketing! 

Resources: White Glove | Brad Swineheart | Maribeth Kuzmeski | Red Zone Marketing 

The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of White Glove. The Content has been made available for informational and educational purposes only. The Content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service providers with any questions you may have regarding your investment planning.


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Episode 13 – The Influence of Business — with Guest Dr. Aprille Trupiano



Passion and drive are two qualities that make success possible, especially in financial services. But what happens when you decide to branch out and further your career?

In this episode, Brad Swineheart is joined by Dr. Aprille Trupiano, entrepreneur, author, former TV and radio host, and United Nations Peace Ambassador. Aprille shares her experience in financial services, discusses international trends, and explains why some financial advisors are having trouble keeping up with evolving business trends. 

In this episode you will learn:

  • The opportunities that arise with working anywhere in the world
  • Some background information to the financial services industry 
  • Some potential trends that could help drive business in 2021
  • What is a empathy profile — how to identify your ideal client
  • Concrete ways that advisors or agents can prepare for changes moving into 2021
  • And more!

Learn more about Dr. Aprille Trupiano’s journey and the influences of business today!

Resources: White Glove | Brad Swineheart | Dr. Aprille Trupiano


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Episode 12 – The Power of a Plan — with Guest Erin Botsford



Learn from a Barron’s top 100 Advisor exactly what she did to grow her practice and see success even through transitions.  

In this episode, Brad Swineheart and guest Erin Botsford, CEO at The Advisor Authority, discuss how to become a leader of your practice and how to use your resources to your advantage.

In this episode you will learn:

  • How Erin got into the business and the challenges she had to overcome
  • Tips for speaking in front of an audience (in-person or virtually)
  • About the big problem in the financial services industry
  • Recommendations to connect to all members of a household
  • And more!

Learn more about Erin Botsford’s journey and how your team can experience growth through times of transition!

Resources: White Glove | Brad Swineheart | Erin Botsford on LinkedIn

 


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Episode 11- Discovering Your Path to Success – With Guest Eszylfie Taylor



Having the right amount of motivation, passion and purpose as a business professional is key to success.

In this episode Brad Swineheart and Eszylfie Taylor, president and founder of Taylor Insurance and Financial Services, discuss some principles to success and how Eszylfie has made an impact towards achieving his dreams.

In this episode you will learn:

  • How to choose your hard (and why you should)
  • Why it’s important to identify your “why”
  • How to change the world
  • How to be obsessed with success
  • And more!

Learn about Eszylfie Taylor’s journey and how you can start driving yourself towards success!

Resources: White Glove | Brad Swineheart | Eszylfie Taylor | Taylor Insurance & Financial Services