Tag Archives: Advisors

New Year, New Tax Laws with Ed Slott, CPA (Ep. 57)

April 12, 2023Advisors, Education, Financial, Marketing529 Plans, Advisors, Be Advised - Leading with Value, Client Success, Financial Advisor, Financial Planner, Plan, Planning, Podcast, Portfolio Planning, Regulations, RMD, Roth IRAs, Savings, SECURE Act 2.0, Taxesbeadvised-leadingwithvalue

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Every time a new tax law gets introduced, it is increasingly important to understand its impact on our portfolio and, ultimately, on our taxes.

In this episode, Ed Slott joins Brad Swineheart to navigate the ins and outs of the SECURE Act 2.0 and its role within the new tax laws rolling out this year.

When navigating these changes, it’s common for consumers to skip over the fine print and not fully understand how their taxes will be affected. So, advisors, get ready to explore the world of taxes going into 2023 and how you can help your clients save on them.

Ed and Brad discuss:

Ways the SECURE Act 2.0 is changing the regulations around RMDs
Why high inflation can help us save on taxes
What you should know about rollovers from 529 plans to Roth IRAs
The importance of advisors supporting and assisting clients with their planning
The value of building client-advisor relationships
And more!

Resources:

Books by Ed Slott

Connect with Ed Slott:

Connect with Brad Swineheart:

About Our Guest:

Ed Slott is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable, and entertaining advice. He has been named “The Best Source for IRA Advice” by The Wall Street Journal, and USA Today wrote, “It would be tough to find anyone who knows more about IRAs than CPA Slott.”

Turning Passion Into A Lifelong Portfolio with FEL3000ft (Ep. 56)

March 15, 2023Advisors, Education, Financial, MarketingAdvisors, Art, Be Advised - Leading with Value, Brad Swineheart, Coach, Community, Confidence, Educating, FEL3000ft, Graffiti, Leader, Passion, Podcast, Portfolio, Youthbeadvised-leadingwithvalue

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Have you ever thought about making your greatest passion your career?

FEL3000ft has taken a loving passion of his and has turned it into a successful career that allows him to express himself and give back to his community in several ways.

After trying to jazz up the decor around his house, Brad Swineheart found his way to FEL3000ft, an original graffiti artist based out of Detroit who has been known for turning some magnificent buildings into pieces of art over the years.

This week, FEL3000ft unveils everything you need to know about his career path as a graffiti artist. He highlights how invigorating it is to love what you do every day, just like many of the advisors listening today.

Fel discusses:

Some of the projects he has worked on
Hip-hop as an inspiration for the theme of his projects
Outreach programs as a way of giving back to his community
His approach to inspiring youth
What you should know about ‘staying hungry’
And more!

Connect with FEL3000ft:

Connect with Brad Swineheart:

About Our Guest:

Fel3000ft started doing graffiti/street art in 1982, as immersed himself in hip-hop culture. After many years of painting in Detroit, he realized the importance of his voice artistically and felt he could do something positive with that voice. He writes his thoughts and passion for the people and the communities next to the art pieces Fel300ft paints on the walls as a positive word. His need to fight for the things that he believes in, the community he lives in, and his friends, neighbors, and families are put at the forefront of all of his work.

The Road to 8%: How to Succeed At Building A Brand with Cody Askins (Ep. 54)

January 11, 2023Advisors, Education, Financial, MarketingAdvisors, Agent Training, Be Advised - Leading with Value, Branding, Cody Askins, Entrepreneurs, Ideal Clients, Insurance Agents, Market, Marketing, Podcast, Prospects, Sales, Sales Coach, SEObeadvised-leadingwithvalue

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How do the top 8% build successful brands?

If you’re an entrepreneur and want your brand to evolve but struggle with standing out or securing long-term clients, then this episode is for you.

This week, Cody Askins, founder of The 8% Nation, joins Brad Swineheart to share what it takes for advisors and agents to succeed at scaling their company brand. Cody details his approach to referrals, hiring, coaching, and training to help insurance professionals succeed.

Brad and Cody discuss:

The value of tailoring your brand to a specific market
The truth about brand representation
Ways building a brand tied to SEOs benefits your business marketing
Cody’s ideal client base and the core training he and his team can provide to them
The importance of storytelling
And more!

Resources:

Connect with Cody Askins:

Connect with Brad Swineheart:

About Our Guest:

With over a decade of insurance sales knowledge, Cody Askins knows what it takes for agents to succeed in the insurance industry.

Cody started in the insurance industry when he was just 20 years old while attending school full-time and playing college basketball. He made a goal to make 6-figures during his first year, and in only eight months, Cody made over $117,000.

During his first year, Cody developed a system to set more appointments and get the most out of his leads. Now, it’s Cody’s mission to help agents build skills and learn the necessary mindset to achieve any goal that they’ve set for themselves.

Cody offers a variety of private and group coaching courses. As the creator of Telesales Mastery Members, the CA Sales System, and Success Society, he also creates custom Lead Generation Consulting.

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

May 26, 2021Advisors, Education, Financial, Marketing, UncategorizedAdvisor, Advisors, Basis Method, Be Advised, Brad Swineheart, Business Development, Business Growth, Financial Industry, financial professional, Marketing, Marketing Methods, Marketing Tactics, Maximum Advisor, Success, White Glovebeadvised-leadingwithvalue

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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

Episode 23 – A Tactical Approach to Business Development — with Guest Duncan MacPherson

May 12, 2021Advisors, Education, Financial, Marketing, UncategorizedAdvisors, Brad Swineheart, Business Development, Financial Industry, financial professional, Marketing Methods, White Glovebeadvised-leadingwithvalue

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Business development may sound imposing and intimidating, but it is so important to continually develop to be efficient, sustainable and open to growth.

In this episode, Brad Swineheart is joined by Duncan MacPherson, CEO of Pareto Systems, author, coach, and keynote speaker on practice management to discuss some tactical ways to approach your current client base.

In this episode, you will learn:

How the last 16 months have seen the segmentation of advisors into three distinct groups—and what those groups are
Why being busy as an advisor doesn’t necessarily mean you’re being productive
How to become an elite advisor
The four key components of a typical interaction between a financial professional and the client
And more!

Tune in to learn more about how advisors can seize the development opportunity to re-introduce yourself to existing clients!

Resources: White Glove | Brad Swineheart | Duncan MacPherson | Pareto Systems

Episode 22 – Don’t Be The Hero Advisor — with Guest Bill Cates

April 28, 2021Advisors, Education, Financial, Marketing, UncategorizedAdvisors, Brad Swineheart, Business Development, Financial Industry, financial professional, Marketing Methods, White Glovebeadvised-leadingwithvalue

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Advisors need to have a relentless passion for understanding prospects and clients. By targeting a niche market, you can demonstrate a higher-level of knowing in every situation.

In this episode, Brad Swineheart is joined by Bill Cates, a well-known referral coach and speaker to discuss why advisors need to be focusing on one well-defined target market to sharpen their messaging to become more relevant. Bill shares why advisors should always have an attitude of curiosity to ask more questions in order to solve critical problems within the industry.

In this episode, you will learn:

Two big obstacles that advisors are facing in the industry
The importance for advisors to have one well-defined target market
Why advisors should avoid leading with credibility in conversations or on social media
Two types of research advisors should be executing
And more!

Tune in to learn the key to cutting through the noise as an advisor!

Resources: White Glove | Brad Swineheart | Bill Cates | Rational Relevance | The Referral Coach

Episode 21 – Focusing on The Problem, Not The Solution — with Guest Adam Cmejla, CFP®

April 14, 2021Advisors, Education, Financial, Marketing, Uncategorized20/20 Money, Adam Cmejla, Advisors, Be Advised, Be Advised - Leading with Value, Brad Swineheart, Business Development, Experts, Financial Industry, financial professional, Integrated Planning and Wealth Management LLC, Marketing, Marketing Methods, Podcast, Problem Solving, Top Advisors, White Glove, WhiteGlovebeadvised-leadingwithvalue

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Are you an advisor with an existing waiting list for new clients? If not, you’ll love this episode as Brad Swineheart and Adam Cmejla discuss tactics on how to achieve just that.

Don’t let your action be no action! By defining your niche market, you can pinpoint the types of problems you need to help solve, without wasting time on those you don’t.

In this episode, Brad Swineheart is joined by Adam Cmejla, CFP®, president of Integrated Planning and Wealth Management, LLC, as well the host of his own podcast, 20/20 Money. Adam shares an overview of his business success and provides information on how listeners can transform their mindset to provide more valuable content.

You will learn:

How to focus on actual problems rather than presenting a ‘cookie cutter solution’
How social media outlets can drive success when developing your niche
Why sharing expert information is not giving away your business’s ‘secret sauce’
The importance of alignment within your social media presence and strategy
And more!

Tune in to learn about how to execute on your business decisions and successfully measure your results to pivot effectively!

Resources: White Glove | Brad Swineheart | Adam Cmejla | 20/20 Money Podcast

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

March 31, 2021Advisors, Education, Financial, Marketing, UncategorizedAdvisors, Brad Swineheart, Business Development, Financial Industry, financial professional, Marketing Methods, White Glovebeadvised-leadingwithvalue

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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

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

March 17, 2021Advisors, Education, Financial, Marketing, UncategorizedAdvisors, Brad Swineheart, Business Development, Financial Industry, financial professional, Marketing Methods, White Glovebeadvised-leadingwithvalue

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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

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

March 3, 2021Advisors, Education, Financial, Marketing, UncategorizedAdvisors, Brad Swineheart, Business Development, Financial Industry, financial professional, Marketing Methods, White Glovebeadvised-leadingwithvalue

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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