Tag Archives: Marketing

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

July 21, 2021Advisors, Education, Financial, Marketing, UncategorizedBrad Barrett, Brad Swineheart, Communication, Engagement, Marketing, One Capital Management, Virtual, Webinars, WhiteGlovebeadvised-leadingwithvalue

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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:

LinkedIn: 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.

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

July 7, 2021Advisors, Education, Financial, Marketing, UncategorizedBrad Swineheart, Marketing, Marketing Plan, Natalie Grassi, Performance, Seminar, Simplicity Scottsdale, Topic, WhiteGlovebeadvised-leadingwithvalue

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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.

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

May 26, 2021Advisors, Education, Financial, Marketing, UncategorizedAdvisor, Advisors, Basis Method, Be Advised, Brad Swineheart, Business Development, Business Growth, Financial Industry, financial professional, Marketing, Marketing Methods, Marketing Tactics, Maximum Advisor, Success, White Glovebeadvised-leadingwithvalue

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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

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

April 14, 2021Advisors, Education, Financial, Marketing, Uncategorized20/20 Money, Adam Cmejla, Advisors, Be Advised, Be Advised - Leading with Value, Brad Swineheart, Business Development, Experts, Financial Industry, financial professional, Integrated Planning and Wealth Management LLC, Marketing, Marketing Methods, Podcast, Problem Solving, Top Advisors, White Glove, WhiteGlovebeadvised-leadingwithvalue

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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