Tag Archives: financial professional

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Episode 4 – A Deep Dive Into 2020 Retirement Tax Planning – With Guest Ed Slott

In the current virtual landscape, retirement tax rules are changing frequently, as are the ways that advisors are educating their clients. 

Guest Ed Slott shares his insight about recent tax changes in this virtual financial industry, and discusses how advisors can better lead clients when it comes to their 2020 retirement tax planning decisions.

In this episode, you will learn:

  • How the virtual environment has helped advisors spread their reach across the country
  • Why advisors need to be proactive with retirement and tax-related rules 
  • How to use financial technology efficiently
  • What is Regulation Best Interest (RegBI) and how Ed Slott’s seminars can help you understand
  • The most important rules advisors should be educating clients on
  • And more!

Tune in to learn about 2020 retirement tax changes with guest Ed Slott! 

Resources: White Glove | Ed Slott and Company, LLC

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Episode 3 – How a set of advisors used their success to change the face of advisor marketing

With the rise of social media and technology, it’s no secret that the seminar and marketing industry has seen great success. 

Join this episode of Be Advised – Leading with Value as WhiteGlove’s Brad Swineheart and Mike Thurman discuss the growth of WhiteGlove, and how advisors can better prepare and succeed at educating their seminar audience.

In this episode, you will learn:

  • Secrets behind how to launch a new practice successfully  
  • How to train seminar representatives for a higher audience engagement 
  • Why it’s important to have a powerful intro and outro for your seminar
  • How high market volatility benefits the seminar and education field
  • And more!

Tune in to learn how to use these proven techniques to see massive growth! 

Resources:  Brad Swineheart | Mike Thurman | WhiteGlove 

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Episode 2 – How Seminars Can Change the Game for Advisors

Did you know that seminars and now webinars, can be game-changers for financial advisors?

As a leading expert in seminar best presentation practices, Brad Swineheart explains several presentation techniques for financial professionals who are looking to increase credibility in the eyes of their attendees.

In this episode, you will learn:

  • The key benefits of seminars for advisors
  • The difference between a seminar and webinar 
  • How to brainstorm topics and structure a seminar 
  • How to use embedding as a seminar closing 
  • And more!

Tune in to learn different seminar hacks that can help you grow and strengthen your practice! 

Resources:  Brad Swineheart | White Glove

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Episode 1 – Get to Know Brad Swineheart

White Glove is proud to present Be Advised – Leading with Value. In this podcast, we focus on successful marketing methods for advisors that generate prospects and clients. 

In the inaugural episode, get to know Brad Swineheart, Vice President of Business Development at White Glove, discover how Brad got his start in the industry, and how this firm can help financial professionals just like you! 

In this episode, you will learn:

  • Who Brad is and what makes him so skilled at what he does
  • How White Glove can help grow your practice 
  • How financial professionals can benefit from the podcast
  • Brad’s business philosophy with White Glove 
  • And more!

Tune in now to get to know Brad Swineheart from White Glove! 

Resources:  White Glove | Brad Swineheart – LinkedIn