Tag Archives: Financial Advisors

Mastering Your Digital Outreach with Jeremy Houser (Ep. 59)

Advisors, Education, Financial, Marketing, , , , , , , , , , , , , , , , , , , ,

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Advisors, when was the last time you moved one of your processes online for greater client outreach and accessibility?

In this episode, Brad Swineheart is joined by Jeremy Houser, VP, Senior Advisor Development Consultant at InsurMark and creator of the Advisor Mentorship Program (AMP), to talk about all things marketing. 

Brad and Jeremy dive into the world of marketing for financial advisors while exploring the value of webinars, meetings, and online messaging to further grow and develop your business.

Brad and Jeremy discuss: 

  • The benefits of moving towards a more virtual business model
  • Some reasons why you might want to consider podcasting if you have clients who are not able to meet you in person
  • The value of elevating your digital outreach (and digital footprint) game and ways it can help you (effectively) connect with clients in the virtual realm 
  • Ways advisors (like you!) can effectively leverage and manage your time by outsourcing your marketing efforts
  • How to determine your marketing budget
  • And more!

Resources:

Connect with Jeremy Houser:

Connect with Brad Swineheart:

About Our Guest:

As a trusted consultant and advisor to the financial professionals he serves, Jeremy Houser is committed to helping you professionalize all aspects of your practice and unlock your full potential. 

In early 2018, Jeremy identified a clear gap in service and support for advisors across the nation and built the Advisor Mentorship Program (AMP) to address and close it. One of his passions within AMP is to help advisors refine their own processes and attract clients instead of chasing them. 

Today, this pro­gram continues to help a select group of advisors stay focused on achieving consistent growth while adding value to their practice and de­veloping Business Alpha through the resources available through InsurMark.

Advisors, Here’s Why Marketing Is An Ascendant Journey with Susan Theder (Ep. 58)

Advisors, Education, Financial, Marketing, , , , , , , , , , , , , , , , , , , ,

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Advisors, think about your marketing:

Are you ready to learn the tips and tricks you need to enhance your online and offline footprint for the years to come?

In this episode, Brad Swineheart is joined by Susan Theder, the Chief Marketing and Experience Officer at FMG Suite. Susan details how she assists advisors with their marketing, helping them take their practice to the next level.

Discover how Susan takes the passion she sees in others to use it as a driving force to build her client’s brand while incorporating the personal touch to make their practice unique. 

Brad and Susan discuss: 

  • Some ways you can keep up with your clients regularly while being mindful of their current life events 
  • How to elevate your LinkedIn profile
  • The value of constantly updating your website and social profiles 
  • Strategies to diversify the content you produce according to your client’s age demographic 
  • Why giving away resources is more important than giving away information 
  • The importance of developing a content strategy 
  • And more!

Resources:

Connect with Susan Theder:

Connect with Brad Swineheart:

About Our Guest:

Susan Theder is the Chief Marketing and Experience Officer at FMG Suite and a member of the company’s Senior Leadership Team. Susan emphasizes the importance of customer-focused strategies that leverage data and technology to deliver personalized and customized experiences that WOW.

She has a passion for helping financial professionals grow and market their businesses and is an active supporter of women and diversity initiatives. She was named CMO of the year by WealthManagement.com in 2019 and a Women to Watch by Investment News in 2019. Susan currently serves on the Board of Directors for SMARSH and ComplySci, both leading SaaS/RegTech companies serving the financial services industry.

Before joining FMG Suite, Susan served as Chief Marketing Officer at both Advisor Group and Cetera Financial Group, where she was responsible for all aspects of marketing and advisor marketing. Before that, she was a Managing Director at Pershing/BNY Mellon and held senior positions in marketing, product management, and practice management at Fidelity Investments.

Advisors, Get Ready To Grow & Break The Traditional Business Model with Daniel Biagini (Ep. 55)

Advisors, Education, Financial, Marketing, , , , , , , , , , , , ,

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From holistic and personalized planning to addressing and solving client concerns, these are some of the key elements that successful advisors are implementing within their practices, leading to business and client growth.

In this episode, Brad Swineheart is joined by Daniel Biagini, the head of sales at American Equity. Daniel is all about leveraging his background of guiding strategy, product development, and client experience to promote growth among his clients. So, listen in as Brad and Dan speak about how advisors today are breaking the traditional business models and how these new strategies are working to bring in new prospects.

Brad and Dan discuss: 

  • How to identify value among advisors in the industry
  • New prospecting methods that advisors are taking on to bring in and maintain clients 
  • The importance of building a company culture that clients can relate to
  • Ways your marketing can change the way clients perceive and interact with your business 
  • Must-know tips and tricks advisors can use to take their business to the next level 
  • And more!

Resources:

Connect with Daniel Biagini:

Connect with Brad Swineheart:

About Daniel Biagini:

Dynamic asset management and insurance industry leader with 10+ years of success. Proven track record of guiding strategy, product development, and client experience that drives growth, competitive advantage, and operational excellence.

How To Deal With Unsuccessful Seminars with Roy Snarr, CFF®, CLTC®, NSSA®, LACP™ (Ep. 52)

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“In the very first workshop I did, I made zero money. There were just 20 people, and I received only one appointment.” — Roy Snarr, CEO of Snarr Financial & Insurance Services, Inc.

Despite spending thousands of dollars and countless hours, your seminar might not go as planned. So, how do you deal with such unsuccessful seminars?

In this episode, Brad Swineheart joins Roy Snarr, CFF®, CLTC®, NSSA®, LACP™, author, speaker, founder of Snarr Academy, and member of the Million Dollar Round Table (MDRT). Together, they talk about how failed seminars can contribute to long-term success for advisors.

Roy discusses: 

  • How to gather an audience for less popular (and sometimes unattractive) seminar topics
  • The power of consistency in event marketing
  • Why November and December are great months to host seminars
  • How to skyrocket your post-seminar engagement through personalized videos
  • And more!

Resources:

Connect with Roy Snarr:

Connect with White Glove:

About Our Guest:

With over a decade of experience, Roy Snarr has helped thousands of people from coast to coast become educated on the most relevant retirement planning strategies. Roy has also made regular ongoing national/local television appearances on all major networks and is a nationally syndicated published author and contributor. 

His dedication and passion have enabled him to build a nationally recognized business and be a part of the most pristine association of financial professionals, the Million Dollar Round Table (MDRT). 

In addition, Roy serves as a local board member for the Society of Financial Services Professionals (FSP). Roy’s current designations include CFF-Certified Financial Fiduciary® LACP-Life and Annuity Certified Professional and the NSSA (National Social Security Advisor).

Roy is also the founder of Snarr Academy, a revolutionary training and credibility platform designed to help agents, advisors, and agencies succeed in the Asset Protection and Long Term Care Space.

Feature 2021

Building Relationships Through Magazines with Andrew Saksa (Ep. 48)

Advisors, Education, Financial, Marketing, Uncategorized, , , , , , ,

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Maintaining relationships with clients is crucial for financial advisors.

And one of the ways to do this is by constantly connecting with them about their interests or things they care about.

In this episode, Brad Swineheart is joined by Andrew Saksa, Senior Vice President Business Development at ReminderMedia. Andrew explains the importance of staying connected with your clients while unveiling how the company takes care of this by creating and sending branded magazines according to their interests and needs.

Brad and Andrew discuss:

  • The importance of connecting with your client and their spouse
  • Which type of content should be shared through magazines
  • Reasons magazines are still useful in today’s day and age 
  • The crux of getting more referrals
  • And more

Connect with Andrew Saksa: 

Connect with WhiteGlove:

About Our Guest:

Andrew Saksa is the Senior Vice President Business Development at ReminderMedia, a media and marketing firm founded in 2003 that helps businesses solidify their relationships with key clients with a customizable 48-page American Lifestyle magazine.

 Previously, Andrew co-founded MyPistevo.com, an application for criminal background checks. And he also volunteered as a Grief Facilitator/ Soccer Coach for New Hope for Kids, a nonprofit that helps children in need suffering from grief, loss, or life-threatening illnesses.