Have you ever felt like a general 9-5 office job may not be for you? Wondering what it would be like to work for yourself and manage your own business defined by your rules and processes?
Then self-employment might be the direction for you.
Although managing your own business may seem like a never-ending process of delegating, coaching, and managing, there are a number of benefits to this type of employment, including being your own boss.
In this episode, local investment advisor representative and licensed insurance professional Curtis Cottle joins Brad Swineheart to explain how he kick-started his career in the retirement and financial services industry. Curtis also sheds light on the processes he has integrated into his business model as a first-time entrepreneur.
How to know if self-employment is right for you
Ways he has been implementing education, marketing, workshops, and seminars within his business
How the pandemic impacted the way he connected with clients and prospects
What people don’t tell you about starting a business from the ground up
The power of coaching and how it can benefit your team and business
Local investment advisor representative, and licensed insurance professional, Curtis Cottle, is highly achieved in business and finance. Many pre-retirees and retirees have been served and educated on how to potentially preserve their assets, increase their income and reduce their income taxes.
In 2011 Curtis qualified for the Top Producers Escape sponsored by Insurance Agency Marketing Services, Inc. Here, he was recognized for being in the top 5% of all producing agents. When he first qualified, he was the youngest ever to have achieved this degree of recognition. Curtis is also a featured local speaker helping retirees and pre-retirees with seminars focused on how to Optimize Your Social Security Benefits.
For example, when running our own business, it is natural to want to step into each business role to stay true to the brand we are creating. Although admirable, it is almost impossible to manage every single process.
By delegating, coaching, and offering your expertise in certain areas to new hires, you can sit back and focus on the aspects that matter, bringing in new prospects and managing the business the way you see fit.
In this episode, Brad Swineheart speaks with the managing partner of wealth solutions at Carson Group, Jamie Hopkins. Jamie explains how growing a business starts with handing off jobs to employees while detailing the value of failing to grow and succeed.
How to determine if your employees are benefiting your business
The power of delegating, especially in a new business environment
Key factors to look for when recruiting new employees
The importance of promoting growth within your business
Jamie Hopkins is the Managing Partner of Wealth Solutions at Carson Group, a national wealth management firm that offers coaching and partnership to financial advisors. A nationally recognized writer, researcher, and educator, Jamie is a regular contributor to Forbes, InvestmentNews, and MarketWatch. He has been published in dozens of financial, educational, and legal journals, and he’s the media’s go-to expert on retirement income planning and tax law.
When looking to attract new clients, it is vital to understand what the landscape looks like before you jump back into the same old prospecting routine.
By strengthening presentation skills, many advisors have learned how to communicate effectively both in person and virtually to connect with prospective clients, creating loyal connections for the years to come.
In this episode, Brad Swineheart speaks with Frank Maselli, best-selling author, award-winning keynote speaker, and coach at White Glove. Frank shares must-know public speaking techniques while explaining his approach to helping advisors shape and sharpen the work they do through seminars and information sessions.
The role of emotions when it comes to connecting with new clients
Exactly how to deliver an engaging presentation and seminar
Storytelling as a seminar asset
How to build a foundation of trust among prospective clients
How online webinars have changed the environment of financial services
The value of having an online presence in today’s business world
Frank Maselli is a 3X best-selling author and an award-winning keynote speaker and coach in the financial services industry. For over thirty years, Frank has helped thousands of financial professionals grow and enjoy their business with modern skills that resonate with today’s clients. His programs are founded on deep expertise in human psychology, and he is renowned for his cutting-edge thinking and his electrifying (and entertaining) delivery.
When looking to secure clients and referrals, you get to decide how you are viewed online and what assets you bring to the table. The key is confidence and authority.
By creating a presence online and emerging yourself across various platforms, you are creating the most authoritative version of yourself.
In this episode, Brad Swineheart speaks with Mike Saunders, authority marketing strategist and host of the Influential Entrepreneurs podcast. Mike discusses how he elevated his presence among clients and future prospects by getting involved in different media platforms and creating a trusted persona for himself that people can look to for advice.
Brad and Mike discuss:
What branding really means for a business
The “WIIFM” mentality and how you can use it to your advantage among clients
Why the platform your content is placed on will determine the audiences interactions with it
The importance of being online in today’s business world
Mike Saunders holds an MBA in Marketing and serves the small and medium-sized business market. In addition to coaching and consulting clients in his firm Marketing Huddle LLC, he teaches Marketing as an Adjunct Marketing Professor at three universities.
When looking to secure clients and referrals, it is extremely important to treat them as prospects in the initial part of your journey.
Gift giving, remembering important dates and check-in calls are a couple ways you can stand out as an advisor compared to your competitors.
In this episode, Brad Swineheart speaks with Brandon Hegg, a consultant at Dynamic Directions. Brandon discusses how he takes his client experience to the next level through creating long lasting relationships and focuses on wowing his current client base.
Brad and Brandon discuss:
The importance of ongoing client check-in calls
Strategies they use to create special relationships with clients
How accountability can lead to positive change when dealing with upset clients
Unique branded items that customers will cherish and remember you by
The pandemic has forever changed the way a lot of companies do business.
Since March 2020, whether you worked in fitness or finance, you have been forced to pivot to an online business model in order to keep money coming in.
In this episode, Brad Swineheart speaks with Bradly Gotto, owner of Fiat Wealth Management. Bradly discusses how he markets to baby boomers to share how to spend their money in retirement, along with how his business has changed as a result of COVID-19.
The challenges of pivoting to an online business model
The importance of creating a LinkedIn presence for your business
The negative effects of constantly changing your marketing strategy
Advising baby boomers how to effectively spend their money either near or at retirement
Whether you’re working in finance or fitness, it is extremely important to understand how all aspects of your business operate.
Understanding your company’s operation is crucial to overall success.
In this episode, Brad Swineheart speaks with Marc Lobliner, CEO of MTS Company. From sales to shipping & receiving, Marc discusses the importance of the CEO knowing how to do all the jobs in the company and understanding how each of the roles maintains the efficiency of the business.
When looking for new potential clients or new ways to engage with your current clientele, it is extremely important to make sure you are going that extra mile to create solid relationships that will last a lifetime.
Meeting your clients face-to-face or being available to talk through their concerns whenever they arise is an important part of fostering solid relationships.
In this episode, Brad Swineheart speaks with Ed Slott, CEO of Ed Slott and Company of IRA experts ready to help you with all of your financial goals. Ed discusses how he has connected with new prospects and the important things advisors should know when creating lifelong business relationships.
Brad and Ed discuss:
Virtual programs they offer to their clients
The connection a face-to-face chat with new prospects
When looking for new potential clients or new ways to engage with your current clientele, it is extremely important to position yourself online so that you are easily accessible.
Connecting with clients through social media is essential in furthering your current client relationships.
In this episode, Brad Swineheart speaks with Marc Rogers, founder of Producers Prospect, a one stop solution for financial professionals looking to modernize their practice with forward-thinking marketing strategies and advanced resources for the digital age of financial services. Marc discusses the importance of innovation within the online market and shares tips on how to strengthen your client relationships.
Brad and Marc discuss:
How the pandemic has affected online advisor marketing
How to gain new clients through social media
Why it is important to position yourself on social media platforms
The importance of brand presence online when looking for new clients
Marc Rogers is an established force in the financial industry. He has been mentored by professionals in the field such as Doug McDermott, the founder of The Annuity Store and key designer of the first ever fixed index annuity. Marc’s drive and knowledge is based on his teachings from top of the line industry leaders who have expertise on the ins and outs of the financial services industry.
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.
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
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.