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.’
Are you an advisor who is struggling with putting processes in place that allow you to see real growth in your practice?
In this episode, Brad Swineheart speaks with Paul Kingsman, speaker, author, coach and Olympic medalist to discuss how financial professionals can identify and accomplish their objectives without distraction. Paul shares relevant industry proven tactics and ideas to help you reach your own goals and those of your clients.
How to chase a clear goal instead of using the ‘scatter gun approach’
How to balance the need of your entrepreneurial spirit and staying the course towards your goals
The first step to get rid of the shiny object syndrome to no longer be a distracted advisor
Paul Kingsman: Paul Kingsman is a sought-after expert on how to be distraction-proof. He teaches financial services professionals how to maintain focus to successfully grow their businesses and achieve outstanding long-term results. He knows the importance of keeping focused in life’s split seconds first hand: he trained for 13 years to swim a two-minute backstroke race at the Olympics, and won a medal by only four one-hundredths of a second.
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.