Tag Archives: Be Advised

Episode 26 – The New Environment of Effective Marketing — with Guest Rebecca Hourihan

June 23, 2021Advisors, Education, Financial, Marketing, UncategorizedBe Advised, Centers Of Influence, Client Appreciation, Content, Digital Marketing, Marketing Strategy, Tangible Marketing, Traditional Marketing, Virtual Environmentbeadvised-leadingwithvalue

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Effective marketing can take an advisor’s practice to new levels—but what does that look like with the many redefined styles of marketing?

In this episode, Brad Swineheart is joined by Rebecca Hourihan AIF®, chief marketing officer at 401(k) Marketing to discuss how advisors can invest their time into their digital reputation without losing sight of the importance of nurturing their relationships.

You will learn:

Why advisors should start by identifying three business goals and create a marketing strategy around those goals
What advisors should invest in for new business growth opportunities in a hybrid environment
The first step to take in marketing to your target audience
And more!

Resources: White Glove | Brad Swineheart | Rebecca Hourihan | 401(k) Marketing

For more valuable content visit: https://whiteglove.com/captivating-advisor/

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

June 9, 2021Advisors, Education, Financial, Marketing, UncategorizedAdvisor, Be Advised, Captivating Advisor, Communication, Connect, Engagement, Feedback, Relationship, Strategy, Voicebeadvised-leadingwithvalue

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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

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 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