Tag Archives: Marketing

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30. Why You Start Your Own Podcast and Be Your Own Loud With Matt Halloran



Are you on the fence about starting your own podcast?

Don’t be!

In this episode, Brad Swineheart speaks with Matt Halloran, partner and chief relationship officer at ProudMouth and host of Be Your Own Loud, and the Top Advisor Marketing Podcast. Matt shares his expertise in podcasting including what it means to have a successful podcast, and why you should jump at the opportunity to start your own podcast. 

Matt discusses: 

  • The importance of podcasting for advisors
  • Why it’s important to understand the perfect podcast formula
  • How to develop a relationship with your audience using your podcast
  • The best ways to market your podcast
  • And more

Connect With Matt Halloran:

Connect With WhiteGlove:

About Our Guest:

Matt started in the financial services industry as a certified life and business coach. As he became immersed in his client’s biggest needs, he built his knowledge and expertise as a financial branding and social media expert. More recently, Matt has added podcasting to that list. Matt respects how tough it is to be great and effective at marketing while running a practice, living a life, and loving a family. He teaches advisors how to be themselves, let their passions shine through and create strong brands that resonate with ideal prospects and centers of influence.


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29. Share Information to Connect a Content Strategy With Josh Stike



Staying top of mind is not about constantly selling your business on social media. It’s important to take your content strategy seriously if you are actively sharing content.

In this episode, Brad Swineheart speaks with Joshua Stike, chief marketing officer at Reminder Media and host of the Stay Paid podcast, one of the top sales and marketing podcasts. Josh shares what makes good content and how to stay top of mind on social media with your clients and prospects without inundating them with redundant information.

Josh discusses: 

  • How to start a content strategy that will provide value to your audience
  • The importance of captions on videos (even if they are auto-generated)––and why there is a certain place for polished videos
  • Why the type of content your sharing on your social media feed matters
  • Effective ways to multiply your content to reinforce your message
  • And more

Resources: 

Connect With Josh Stike:

Connect With WhiteGlove:

About Our Guest:

Josh Stike: Josh Stike is the CMO at ReminderMedia, responsible for lead generation, product development, and design. Josh’s career began with ReminderMedia in a garage, and for over a decade he’s been involved in every stage of ReminderMedia’s growth.


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28. The Growth of Business in the Virtual World with Brad Barrett



As an advisor, it is important to not be so narrowly focused with your marketing mix. It helps if you think bigger in terms of communicating and engaging with your clients.

In this episode, Brad Swineheart speaks with Brad Barrett, managing director and partner at One Capital Management, an independent private wealth advisory firm. Brad shares his business growth strategies, business obstacles, and results by integrating new marketing strategies. 

Brad B. discusses: 

  • His first failures in the virtual world and how these shaped his future
  • Overcoming the obstacle of adding webinars into his marketing mix
  • The efficiencies of virtual meetings for clients
  • The business opportunities he plans to focus on for the rest of 2021 into 2022
  • And more

Resources: 

Connect With Brad Barrett:

Connect With WhiteGlove:

About Our Guest:

Brad Barrett: Brad Barrett is a managing director and partner at one capital management and independent private wealth advisory firm. Brad is a certified financial planner who advises individuals and families on their investment and advanced planning needs. He also oversees the firm’s retirement and corporate services practice.


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27. Have You Built a Truly Effective Marketing Plan? With Natalie Grassi



To make sure your marketing is as strong as it can be, you should focus on data-based decisions, and forget the “shiny object” mentality.

In this episode, Brad Swineheart speaks with Natalie Grassi, an advisor development consultant at Simplicity Scottsdale, to discuss strategies you can start implementing for an effective marketing plan.

Natalie discusses: 

  • How to start building an effective marketing plan in three steps
  • The importance of being open to marketing many areas and topics to expand your reach and step outside of your comfort zone
  • Three drop dead best tips for being an effective seminar presenter
  • Why data is a critical component for tracking performance
  • And more

Resources: 

Connect With WhiteGlove:

About Our Guest:

Natalie Grassi: Natalie Grassi, an advisor development consultant at Simplicity Scottsdale. Natalie specializes in marketing plans for top performers and has coached on presentation skills and best seminar and converting practices.


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Episode 24 – Cracking The Code to Investing in Success— with Guest Chip Munn



Many advisors get stuck in a shiny object mentality where they see something working for another advisor so they jump from one tactic to the next.

In this episode, Brad Swineheart is joined by Chip Munn, CEO of Signature Wealth Group. Chip is the creator of the basis method and podcast host of Maximum Advisor, and he is here to discuss why advisors should be tracking their results to see what tactics are working for their business based on growth, rather than just replicating what others are doing and expecting the same results.

You will learn:

  • Why advisors should have a business framework within which to operate
  • The five parts of the basis method and how you can apply them
  • The organic growth changes this year—and what advisors should be focusing on
  • And more!

Tune in to learn more about the big focus for advisors to see results this year!

Resources: White Glove | Brad Swineheart | Chip Munn | Maximum Advisor


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Episode 21 – Focusing on The Problem, Not The Solution — with Guest Adam Cmejla, CFP®



Are you an advisor with an existing waiting list for new clients? If not, you’ll love this episode as Brad Swineheart and Adam Cmejla discuss tactics on how to achieve just that.

Don’t let your action be no action! By defining your niche market, you can pinpoint the types of problems you need to help solve, without wasting time on those you don’t.

In this episode, Brad Swineheart is joined by Adam Cmejla, CFP®, president of Integrated Planning and Wealth Management, LLC, as well the host of his own podcast, 20/20 Money. Adam shares an overview of his business success and provides information on how listeners can transform their mindset to provide more valuable content.

You will learn:

  • How to focus on actual problems rather than presenting a ‘cookie cutter solution’
  • How social media outlets can drive success when developing your niche
  • Why sharing expert information is not giving away your business’s ‘secret sauce’ 
  • The importance of alignment within your social media presence and strategy
  • And more!

Tune in to learn about how to execute on your business decisions and successfully measure your results to pivot effectively!

Resources: White Glove | Brad Swineheart | Adam Cmejla | 20/20 Money Podcast