Tag Archives: Client Satisfaction

What now? Here’s What You Need to Know About Seminars with Frank Maselli (Ep. 49)



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. 

Frank discusses: 

  • 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
  • And more!

Resources:

Connect with Frank Maselli:

Connect with WhiteGlove:

About Our Guest:

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.




Feature 2021

Trusted Branding with Mike Saunders (Ep. 47)



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
  • And more

Connect With Mike Saunders:

Connect With WhiteGlove:

About Our Guest:

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.

 


Feature 2021

Step Up Your Practice with Brandon Hegg (Ep. 46)



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
  • And more

Connect With Brandon Hegg:

Connect With WhiteGlove: