Tag Archives: Brad Swineheart

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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

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Episode 10 –Building Stronger Relationships with Clients and Prospects– with Guest Frank Maselli

When you can show a prospect that you’re there to help them and not to sell to them, the barriers go down, the bond builds, and you’re on a journey of creating a strong, lasting relationship.

In this episode, Brad Swineheart and guest Frank Maselli, best-selling author, professional speaker and financial expert, discuss how advisors can develop a strong bond with prospects, especially in the very crucial first appointment, in this new virtual world.

In this episode, you will learn:

  • Tips and tricks for creating a strong emotional connection with your audience
  • How the new virtual world enables advisors to expand their market reach
  • Frank’s advice on helping clients understand their fear and how to dissipate that fear. 
  • The importance of instilling the feelings of trust and liking in your prospects.
  • And more!

Tune in to learn how you can serve your clients better, and develop a lasting relationship, using virtual interactions!

Resources: White Glove | Brad Swineheart | Frank Maselli

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Episode 9 – Make Your Webinar Superior – with Guest Deirdre Van Nest

With the power of public speaking, storytelling, and emotional connections, you can make more of an impact on your audience during your webinar to increase leads faster.

In this episode, Brad Swineheart, and guest Deirdre Van Nest, author and founder of Crazy Good Talks, discuss several strategies about how to provide value and engage your audience in your webinars.

In this episode, you will learn:

  • The importance of quality in your webinar content
  • How to maintain your audience’s attention throughout a webinar
  • What makes a strong opening – and why it’s important to hook your audience early
  • How to get your prospects to commit to your call-to-action
  • And more!

Tune to discover Deirdre’s take on how to make your webinars superior! 

Resources: White Glove | Brad Swineheart | Crazy Good Talks | Deirdre Van Nest

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Episode 8 – Guest Tom Hegna on What Makes a Top Advisor?

Adaptability, mentorship, sacrifices, and knowledge are just a few things that make a great wealth advisor.

In this episode, Brad Swineheart, and guest Tom Hegna, economist, author, and retirement expert, discuss several hard and soft skills financial professionals should have in order to succeed in their practice. 

In this episode, you will learn:

  • Tom’s advice for advisors adapting to a new virtual business model 
  • How having mentors and attending training can lead you to become a top financial producer 
  • How to avoid getting the “I will think about it” answer from prospects 
  • Market update and what should advisors be paying attention to right now
  • And more!

Tune to discover Tom’s take on the different things you can do to become a top advisor! 

Resources: White Glove | Brad Swineheart | Tom Hegna

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Episode 7 – Virtual Marketing Tips and Tricks to Become a Top Advisor – With Guest Daniel Collison

So much of everyday life has shifted to a more virtual reality, but many advisors are hesitant to make the change to their practice. But for top advisors, it’s important to adapt and move forward with this “new normal”.  

In this episode, Brad Swineheart and Daniel Collison, managing partner at Advice2Advisors, discuss several technologies and new marketing techniques advisors can use to move forward and excel in this virtual environment.

In this episode, you will learn:

  • How advisors can use technology to improve their practice
  • What the “10 by 10” rule is and how it can help you gain referrals 
  • Why communication is so important between advisors and clients in this new environment
  • The importance of social media for advisors — and why you need to outsource
  • The difference between the offensive and defensive approach to social media
  • And more!

Tune in as Brad and Dan highlight the role of technology and marketing for advisors in this newly virtual environment. 

Resources: Brad Swineheart | White Glove | Advice2Advisors | Daniel Collison

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Episode 6 – Financial Planning with The Bucket Plan – with Guest Jason L Smith

The bucket plan is a simplified financial planning process that’s built around the philosophy of separating and classifying your money. 

Join this episode of Be Advised – Leading with Value as guest Jason L Smith explains the idea of bucket planning from a sales and marketing perspective and shares how it can help you structure and organize your finances. 

In this episode, you will learn:

  • What the bucket approach is and how it helps advisors and their clients 
  • How the three-bucket approach helps you with your financial planning 
  • How a legacy plan supports surviving spouses 
  • The role of the sales and marketing technique when it comes to bucket planning 
  • And more!

Tune in as Jason L Smith shares the details of the bucket plan.

Resources: Brad Swineheart | White Glove | Clarity 2 Prosperity | Jason L. Smith

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Episode 5 – Using Marketing and Leadership Strategies to Expand Your Business – With Guest Luke Acree

A great work ethic, strong ambition, drive, and hunger makes a great financial salesperson. 

Join this episode of Be Advised – Leading with Value Podcast as guest Luke Acree, president of ReminderMedia, discusses marketing and leadership strategies they utilize to help clients grow their business.  

In this episode, you will learn:

  • How ReminderMedia helps financial advisors grow their practice 
  • How Luke Acree and his team coaches their sales team 
  • Different hard and soft skills necessary for business growth
  • How reciprocity can lead to client referrals 
  • And more!

Tune in to learn about the future of marketing in the financial profession! 

Resources: White Glove | ReminderMedia 

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Episode 4 – A Deep Dive Into 2020 Retirement Tax Planning – With Guest Ed Slott

In the current virtual landscape, retirement tax rules are changing frequently, as are the ways that advisors are educating their clients. 

Guest Ed Slott shares his insight about recent tax changes in this virtual financial industry, and discusses how advisors can better lead clients when it comes to their 2020 retirement tax planning decisions.

In this episode, you will learn:

  • How the virtual environment has helped advisors spread their reach across the country
  • Why advisors need to be proactive with retirement and tax-related rules 
  • How to use financial technology efficiently
  • What is Regulation Best Interest (RegBI) and how Ed Slott’s seminars can help you understand
  • The most important rules advisors should be educating clients on
  • And more!

Tune in to learn about 2020 retirement tax changes with guest Ed Slott! 

Resources: White Glove | Ed Slott and Company, LLC