Tag Archives: Seminar

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

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

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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:

Connect With WhiteGlove:

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

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

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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.