Tag Archives: Tips

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

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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:

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.

Business Leaders, Get Ready To Sharpen Your Presentation Skills with Pat Quinn (Ep. 53)

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At a certain point in your career, you will have the opportunity to speak in front of a large audience. 

Whether it be for a seminar, a business meeting, or simply a sales pitch to a new investor, your public speaking skills will have to shine through and wow someone, which can be tough when put under pressure. 

But it doesn’t need to be like that anymore.

This week, Brad Swineheart is joined by Pat Quinn, a speaking coach who helps business leaders sharpen their presentation skills. As a former professional magician and high school teacher who has spoken to audiences worldwide, Pat knows how to read an audience unlike anyone else. And that’s why he’s here to share the tips and techniques you need to strengthen your public speaking. 

Pat discusses: 

  • The correct measure of success when public speaking
  • Strategies to get on stage and prepare to speak in front of a large audience 
  • How his experience as a teacher and magician has aided in his confidence to speak to an audience
  • The value of storytelling when it comes to public speaking 
  • How offering the right amount of information can separate a good from a great speaker 
  • The difference between helping and overwhelming the crowd you’re speaking to 
  • And more!

Connect with Pat Quinn:

Connect with White Glove:

About Our Guest:

A former professional magician who learned the art of commanding a stage early in his career. With an advanced degree in brain research, Pat Quinn understands how adults learn new information. As a consultant and speaker, he has keynoted the biggest conferences and spoken to audiences from around the world.

What now? Here’s What You Need to Know About Seminars with Frank Maselli (Ep. 49)

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When looking to attract new clients, it is vital to understand what the landscape looks like before you jump back into the same old prospecting routine.

By strengthening presentation skills, many advisors have learned how to communicate effectively both in person and virtually to connect with prospective clients, creating loyal connections for the years to come. 

In this episode, Brad Swineheart speaks with Frank Maselli, best-selling author, award-winning keynote speaker, and coach at White Glove. Frank shares must-know public speaking techniques while explaining his approach to helping advisors shape and sharpen the work they do through seminars and information sessions. 

Frank discusses: 

  • The role of emotions when it comes to connecting with new clients 
  • Exactly how to deliver an engaging presentation and seminar
  • Storytelling as a seminar asset 
  • How to build a foundation of trust among prospective clients
  • How online webinars have changed the environment of financial services
  • The value of having an online presence in today’s business world
  • And more!

Resources:

Connect with Frank Maselli:

Connect with WhiteGlove:

About Our Guest:

Frank Maselli is a 3X best-selling author and an award-winning keynote speaker and coach in the financial services industry. For over thirty years, Frank has helped thousands of financial professionals grow and enjoy their business with modern skills that resonate with today’s clients. His programs are founded on deep expertise in human psychology, and he is renowned for his cutting-edge thinking and his electrifying (and entertaining) delivery.