Tag Archives: Independent Advisor

43. Reeling in New Clients with Ed Slott

February 16, 2022Advisors, Education, Financial, MarketingBusiness, Communication, Ed Slott, Education, Impact Communications, Independent Advisor, Marketing, Public Relations, Social Media, White Glovebeadvised-leadingwithvalue

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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
How technology has elevated our online experience
The importance of having a financial advisor
And more

Connect With Ed Slott:

Linkedin: Ed Slott

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42. Navigating Your Brand Presence on Social Media with Marc Rogers

February 2, 2022Advisors, Education, Financial, MarketingBusiness, Communication, Education, Impact Communications, Independent Advisor, Marc Rogers, Marketing, Public Relations, Social Media, White Glovebeadvised-leadingwithvalue

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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
And more

Connect With Marc Rogers:

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About Our Guest:

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.

41. Creating Communication Bridges with Jason Brotsky

January 19, 2022Advisors, Education, Financial, MarketingBrad Swineheart, Business, Communication, Education, Impact Communications, Independent Advisor, Jason Brotsky, Marketing, Public Relations, Social Media, White Glovebeadvised-leadingwithvalue

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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.

Jason discusses:

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
Why they like hiring younger advisors
And more

Connect With Jason Brotsky:

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About Our Guest:

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.