Tag Archives: Business Development

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

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

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

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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

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

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

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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

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

January 20, 2021Advisors, Education, Financial, Marketing, UncategorizedAdvisors, Brad Swineheart, Business Development, Financial Industry, financial professional, Marketing Methods, White Glovebeadvised-leadingwithvalue

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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