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.
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
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.
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.
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
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.
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.
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
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.
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.
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
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.’
Have you achieved level ten wisdom in business yet?
If you seek more clarity and self confidence to build your business, this episode is for you!
In this episode, Brad Swineheart talks with Machen MacDonald, founder and strategic growth coach at ProBrilliance Leadership Institute to discuss how he has been working with advisors and entrepreneurs to refine their processes, habits, and action plans to achieve optimal results.
Why advisors need more help with confidence to avoid plateauing in business
The most common thing that’s holding advisors back from growth
Why the right activities need to be in place to generate opportunities
Machen MacDonald:For almost a quarter century Machen MacDonald has dedicated himself to helping business owners, sales professionals, financial advisers, and financial services executives discover their purpose and help them align their focus to achieve dramatic and measurable improvements both in business and in life.
His ability to develop systems, based on his clients’ mental and emotional foundation, for creating immediate and lasting change has made him a recognized expert in the world of coaching and peak performance.