Tag Archives: Marketing

Feature 2021

Finances & Gains with Marc Lobliner (Ep. 44)

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

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Whether you’re working in finance or fitness, it is extremely important to understand how all aspects of your business operate. 

Understanding your company’s operation is crucial to overall success. 

In this episode, Brad Swineheart speaks with Marc Lobliner, CEO of MTS Company. From sales to shipping & receiving, Marc discusses the importance of the CEO knowing how to do all the jobs in the company and understanding how each of the roles maintains the efficiency of the business. 

Brad and Marc discuss: 

  • The role the CEO plays in a company’s success
  • Being addicted to success 
  • The importance of never giving up
  • How the gym impacts your life and finances
  • And more

Connect With Marc Lobliner:

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Feature 2021

43. Reeling in New Clients with Ed Slott

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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:

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Feature 2021

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

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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. 

Feature 2021

41. Creating Communication Bridges with Jason Brotsky

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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. 

 

Feature 2021

40. Successful Marketing Methods for Advisors to Generate Clients With Matthew Neuman

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As a financial advisor, marketing towards clients and prospects can be a tricky process. 

But it shouldn’t be. Because you not only want to attract new clients but also impress the clients you already have, all while improving staff morale. 

In this episode, Brad Swineheart speaks with Matthew Newman, chief strategy officer at Advisors Excel, a marketing and communications firm focused on improving clients’ marketing practices and giving them access to proven sales strategies and tested seminar tactics. They focus on giving clients proven processes they can integrate and adapt into their own business.

Matthew discusses: 

  • Why first meetings with new clients are the most important process in a business venture
  • The mindset you need to keep improving yourself and your business ethic
  • Staffing culture strategies, operational processes and how to track profitability
  • How you can turn a small purchase into a profitable flipping business
  • And more

Connect With Matthew Neuman:

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About Our Guest:

Matthew Neuman is a financial advisor and chief strategy officer at Advisors Excel, a marketing advisor program that offers businesses and entrepreneurs access to many proven campaign strategies that will help gain prospects and clients. Matthew is known for allowing his clients to pave their own way in the business world by presenting them with small tokens that can change the way they view business processes and attitudes. With two decades of experience partnering with financial professionals, he has coached over 700 of the nation’s elite offices. Matthew is a firm believer in constantly challenging yourself, pushing yourself out of your comfort zone to try new hard things and making a difference with every move you make. 

Feature 2021

39. Spending More Time and Money on Marketing and Public Relations With Marie Swift

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As a financial advisor, marketing and public relations may not be high on your list of must do. 

But they should be. Because you not only want to attract new clients but also impress the clients you’ve already got.

In this episode, Brad Swineheart speaks with Marie Swift, president and chief executive officer of Impact Communications, a public relations and marketing communications firm focused on the financial services industry. You will learn ways to successfully stay in front of your clients and prospects using marketing and public relations.

Marie discusses: 

  • Why advisors don’t spend enough time and money when it comes to marketing and PR
  • The strategy of read and feed in relation to marketing and education
  • What strategies are working in terms of marketing success
  • What an advisor could focus on from a digital perspective to showcase the human side of their business
  • And more

Connect With Marie Swift:

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About Our Guest:

Marie Swift is the president and CEO of Impact Communications, a full-service marketing communications firm serving a select group of independent financial advisors and allied institutions. Marie is known for bringing good ideas to financial advisors through her speeches, workshops, boot camps, webinars, podcasts, videos, and written works. A thought leader for thought leaders, she is known for bringing some of the industry’s best and brightest voices together for dialog and debate.

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35. Bring In Warm Prospects that Call YOU With Seth Greene

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Are you still cold calling your prospects? What if you discovered a way to have them calling you…

In this episode, Brad Swineheart speaks with Seth Greene, bestselling author and co-host of The SharkPreneur Podcast. Seth shares his remarkable career journey from starting out with cold calling cold prospects to working with multi-million dollar accounts.

Seth discusses: 

  • How he went from smiling and dialing cold calls to a hundred million dollar account
  • How his process has changed since he first started in the business
  • Next steps for his business to keep a lasting impression on his clients
  • And more

Resources: 

Connect With Seth Greene:

Connect With WhiteGlove:

About Our Guest:

Seth Greene: Seth Greene is the world’s #1 trusted authority on cutting edge direct response marketing, a best-selling author, the only 3x Marketer of The Year Nominee, co-host of The SharkPreneur Podcast, and the founder of Market Domination LLC.

 

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34. The Power of Using Seminars to Grow Your Business With Dean Thurman

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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.

Dean discusses: 

  • 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
  • And more

Connect With Dean Thurman:

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About Our Guest:

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.’

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

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

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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:

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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

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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:

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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.