Tag Archives: Social Media

Advisors, Here’s Why Marketing Is An Ascendant Journey with Susan Theder (Ep. 58)

May 10, 2023Advisors, Education, Financial, MarketingAge Demographic, Be Advised - Leading with Value, Blogs, Brand, Business Growth, Commentaries, Content Strategy, Credibility, Digital Footprint, Email Marketing, Financial Advisors, Journey, LinkedIn, Marketing, Network, Network Growth, Podcast, Resources, Social Media, Tips, Websitebeadvised-leadingwithvalue

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Advisors, think about your marketing:

Are you ready to learn the tips and tricks you need to enhance your online and offline footprint for the years to come?

In this episode, Brad Swineheart is joined by Susan Theder, the Chief Marketing and Experience Officer at FMG Suite. Susan details how she assists advisors with their marketing, helping them take their practice to the next level.

Discover how Susan takes the passion she sees in others to use it as a driving force to build her client’s brand while incorporating the personal touch to make their practice unique.

Brad and Susan discuss:

Some ways you can keep up with your clients regularly while being mindful of their current life events
How to elevate your LinkedIn profile
The value of constantly updating your website and social profiles
Strategies to diversify the content you produce according to your client’s age demographic
Why giving away resources is more important than giving away information
The importance of developing a content strategy
And more!

Resources:

LinkedIn: Samantha Russell

Connect with Susan Theder:

Connect with Brad Swineheart:

About Our Guest:

Susan Theder is the Chief Marketing and Experience Officer at FMG Suite and a member of the company’s Senior Leadership Team. Susan emphasizes the importance of customer-focused strategies that leverage data and technology to deliver personalized and customized experiences that WOW.

She has a passion for helping financial professionals grow and market their businesses and is an active supporter of women and diversity initiatives. She was named CMO of the year by WealthManagement.com in 2019 and a Women to Watch by Investment News in 2019. Susan currently serves on the Board of Directors for SMARSH and ComplySci, both leading SaaS/RegTech companies serving the financial services industry.

Before joining FMG Suite, Susan served as Chief Marketing Officer at both Advisor Group and Cetera Financial Group, where she was responsible for all aspects of marketing and advisor marketing. Before that, she was a Managing Director at Pershing/BNY Mellon and held senior positions in marketing, product management, and practice management at Fidelity Investments.

Trusted Branding with Mike Saunders (Ep. 47)

April 13, 2022Advisors, Education, Financial, MarketingBusiness, Client Satisfaction, Marketing, Mike Saunders, Sales, Social Media, White Glovebeadvised-leadingwithvalue

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When looking to secure clients and referrals, you get to decide how you are viewed online and what assets you bring to the table. The key is confidence and authority.

By creating a presence online and emerging yourself across various platforms, you are creating the most authoritative version of yourself.

In this episode, Brad Swineheart speaks with Mike Saunders, authority marketing strategist and host of the Influential Entrepreneurs podcast. Mike discusses how he elevated his presence among clients and future prospects by getting involved in different media platforms and creating a trusted persona for himself that people can look to for advice.

Brad and Mike discuss:

What branding really means for a business
The “WIIFM” mentality and how you can use it to your advantage among clients
Why the platform your content is placed on will determine the audiences interactions with it
The importance of being online in today’s business world
And more

Connect With Mike Saunders:

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About Our Guest:

Mike Saunders holds an MBA in Marketing and serves the small and medium-sized business market. In addition to coaching and consulting clients in his firm Marketing Huddle LLC, he teaches Marketing as an Adjunct Marketing Professor at three universities.

Step Up Your Practice with Brandon Hegg (Ep. 46)

March 30, 2022Advisors, Education, Financial, MarketingBrandon Hegg, Business, Client Satisfaction, Marketing, Sales, Social Media, White Glovebeadvised-leadingwithvalue

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When looking to secure clients and referrals, it is extremely important to treat them as prospects in the initial part of your journey.

Gift giving, remembering important dates and check-in calls are a couple ways you can stand out as an advisor compared to your competitors.

In this episode, Brad Swineheart speaks with Brandon Hegg, a consultant at Dynamic Directions. Brandon discusses how he takes his client experience to the next level through creating long lasting relationships and focuses on wowing his current client base.

Brad and Brandon discuss:

The importance of ongoing client check-in calls
Strategies they use to create special relationships with clients
How accountability can lead to positive change when dealing with upset clients
Unique branded items that customers will cherish and remember you by
And more

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The Online Pivot with Bradly Gotto, Fiat Wealth Management (Ep. 45)

March 16, 2022Advisors, Education, Financial, Marketing, UncategorizedBradley Gotto, Business, LinkedIn, Marketing, Sales, Social Media, White Glovebeadvised-leadingwithvalue

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The pandemic has forever changed the way a lot of companies do business.

Since March 2020, whether you worked in fitness or finance, you have been forced to pivot to an online business model in order to keep money coming in.

In this episode, Brad Swineheart speaks with Bradly Gotto, owner of Fiat Wealth Management. Bradly discusses how he markets to baby boomers to share how to spend their money in retirement, along with how his business has changed as a result of COVID-19.

Bradly discusses:

The challenges of pivoting to an online business model
The importance of creating a LinkedIn presence for your business
The negative effects of constantly changing your marketing strategy
Advising baby boomers how to effectively spend their money either near or at retirement
And more

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Finances & Gains with Marc Lobliner (Ep. 44)

March 2, 2022Advisors, Education, Financial, MarketingBusiness, Fitness, Marc Lobliner, Marketing, Nutrition, Sales, Social Media, White Glovebeadvised-leadingwithvalue

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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

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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.

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

January 5, 2022Advisors, Education, Financial, MarketingBrad Swineheart, Business, Communication, Education, Impact Communications, Marketing, Matthew Neuman, Public Relations, Social Media, White Glovebeadvised-leadingwithvalue

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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.

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

December 22, 2021Advisors, Education, Financial, MarketingBrad Swineheart, Business, Communication, Education, Impact Communications, Marie Swift, Marketing, Public Relations, Social Media, White Glovebeadvised-leadingwithvalue

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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.