At a certain point in your career, you will have the opportunity to speak in front of a large audience.
Whether it be for a seminar, a business meeting, or simply a sales pitch to a new investor, your public speaking skills will have to shine through and wow someone, which can be tough when put under pressure.
But it doesn’t need to be like that anymore.
This week, Brad Swineheart is joined by Pat Quinn, a speaking coach who helps business leaders sharpen their presentation skills. As a former professional magician and high school teacher who has spoken to audiences worldwide, Pat knows how to read an audience unlike anyone else. And that’s why he’s here to share the tips and techniques you need to strengthen your public speaking.
The correct measure of success when public speaking
Strategies to get on stage and prepare to speak in front of a large audience
How his experience as a teacher and magician has aided in his confidence to speak to an audience
The value of storytelling when it comes to public speaking
How offering the right amount of information can separate a good from a great speaker
The difference between helping and overwhelming the crowd you’re speaking to
A former professional magician who learned the art of commanding a stage early in his career. With an advanced degree in brain research, Pat Quinn understands how adults learn new information. As a consultant and speaker, he has keynoted the biggest conferences and spoken to audiences from around the world.
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.
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.