Tag Archives: Brad Swineheart

Feature 2021

41. Creating Communication Bridges with Jason Brotsky



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. 

Jason discusses: 

  • 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 
  • Why they like hiring younger advisors
  • And more

Connect With Jason Brotsky:

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About Our Guest:

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. 

 


Feature 2021

40. Successful Marketing Methods for Advisors to Generate Clients With Matthew Neuman



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.

Matthew discusses: 

  • 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
  • And more

Connect With Matthew Neuman:

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About Our Guest:

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. 


Feature 2021

39. Spending More Time and Money on Marketing and Public Relations With Marie Swift



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.

Marie discusses: 

  • 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
  • And more

Connect With Marie Swift:

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About Our Guest:

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.


Feature 2021

38. Leading Clients to an Optimal Retirement With Joe Elsasser CFP®



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.

Joe discusses: 

  • 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
  • And more

Resources: 

Connect With Joe Elsasser CFP®:

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About Our Guest:

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.


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37. The Four Stages of Life Transition With Ross Marino



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.

Ross discusses:

  • 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
  • And more

Resources: 

Connect With Ross Marino:

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About Our Guest:

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.


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36. When Life Punches You in the Face, Fight Back With Erik Allen



Some financial advisors quit their business because it can be a grind and feel like it is a constant punch in the face. 

But, are you going to be someone who stands up and fights back?

In this episode, Brad Swineheart speaks with Erik Allen, host of “Top Rated MMA” and “The Erik Allen Show.” Erik shares how he overcame addiction, bankruptcy, and other challenges to turn his life around to become a successful entrepreneur.

Erik discusses: 

  • His childhood living in a cold garage––and going down the path of destruction
  • The moment he decided to turn his whole life around
  • How to remain focused on your end goal
  • How surrounding himself with partners has helped change his life
  • And more

Resources: 

Connect With Erik Allen:

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About Our Guest:

Erik Allen is truly a man of integrity, work ethic, and an overcomer. Despite being raised in a broken home, battling addiction, being jailed at 18, and filing for bankruptcy at 21, Erik managed to turn everything around. He is now 16+ years sober, 16+ years married with two kids, an entrepreneur, a podcaster, and a speaker, who helps up-and-coming MMA and entrepreneurs get noticed online. Erik might have been dealt a rough hand, but with the help of his Heavenly Father and a humble heart, Erik is taking each day as it comes and making it count.


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35. Bring In Warm Prospects that Call YOU With Seth Greene



Are you still cold calling your prospects? What if you discovered a way to have them calling you…

In this episode, Brad Swineheart speaks with Seth Greene, bestselling author and co-host of The SharkPreneur Podcast. Seth shares his remarkable career journey from starting out with cold calling cold prospects to working with multi-million dollar accounts.

Seth discusses: 

  • How he went from smiling and dialing cold calls to a hundred million dollar account
  • How his process has changed since he first started in the business
  • Next steps for his business to keep a lasting impression on his clients
  • And more

Resources: 

Connect With Seth Greene:

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About Our Guest:

Seth Greene: Seth Greene is the world’s #1 trusted authority on cutting edge direct response marketing, a best-selling author, the only 3x Marketer of The Year Nominee, co-host of The SharkPreneur Podcast, and the founder of Market Domination LLC.

 


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34. The Power of Using Seminars to Grow Your Business With Dean Thurman



Are you looking for advice about what’s working to grow your business from an advisor who has tried it all?

In this episode, Brad Swineheart speaks with Dean Thurman, co-founder of WhiteGlove and co-founder and senior partner of InvestWise Financial. Dean shares his expertise in building relationships through seminars and the tactics he has used to find significant growth for his business over the past several years.

Dean discusses: 

  • The marketing, operations, and entrepreneurial strategies he tested on his pathway to growing his business
  • Three key tactics he implemented to embrace the hybrid working environment
  • His advice for seeing real business growth right away
  • And more

Connect With Dean Thurman:

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About Our Guest:

Dean Thurman is the co-founder and senior partner for InvestWise Financial, LLC, he has dedicated himself to the financial industry for over 30 successful years, continuously enjoying every minute of his endeavor. Offering honest advice has helped him build his foundation on strong, long-standing relationships with all of his clients, giving them the safety and security they deserve. Many have said that ‘Dean excels at making complicated investment concepts easy to understand.’


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



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:

Connect With WhiteGlove:

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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32. Chasing A Clear Goal With Paul Kingsman



Are you an advisor who is struggling with putting processes in place that allow you to see real growth in your practice?

In this episode, Brad Swineheart speaks with Paul Kingsman, speaker, author, coach and Olympic medalist to discuss how financial professionals can identify and accomplish their objectives without distraction. Paul shares relevant industry proven tactics and ideas to help you reach your own goals and those of your clients.

Paul discusses: 

  • How to chase a clear goal instead of using the ‘scatter gun approach’ 
  • How to balance the need of your entrepreneurial spirit and staying the course towards your goals
  • The first step to get rid of the shiny object syndrome to no longer be a distracted advisor
  • And more

Connect With Paul Kingsman:

Connect With WhiteGlove:

About Our Guest:

Paul Kingsman: Paul Kingsman is a sought-after expert on how to be distraction-proof. He teaches financial services professionals how to maintain focus to successfully grow their businesses and achieve outstanding long-term results. He knows the importance of keeping focused in life’s split seconds first hand: he trained for 13 years to swim a two-minute backstroke race at the Olympics, and won a medal by only four one-hundredths of a second.