Tag Archives: White Glove

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41. Creating Communication Bridges with Jason Brotsky



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



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:

Connect With WhiteGlove:

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



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:

Connect With WhiteGlove:

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.


Feature 2021

38. Leading Clients to an Optimal Retirement With Joe Elsasser CFP®



Necessity is the mother of invention, and as a financial advisor, it helps to develop the strongest retirement strategies for your clients.

In this episode, Brad Swineheart speaks with Joe Elsasser, CFP® founder and president at Covisum®, LLC. Joe shares his thoughts about crafting optimal decisions for Social Security benefits and taxes, and the conversion of assets to guarantee income.

Joe discusses: 

  • Why Social Security is a big part of ongoing client education
  • How to plan for retirement with tax uncertainty
  • How advisors can calm unwarranted alarm from clients
  • And more

Resources: 

Connect With Joe Elsasser CFP®:

Connect With WhiteGlove:

About Our Guest:

Joe Elsasser CFP®, developed Social Security Timing® in 2010 because, as a practicing financial advisor, he couldn’t find a Social Security tool that would help his clients make the best decision about when to elect their benefits. Inspired by the success of Social Security Timing, Joe founded Covisum®, a financial tech company focused on creating a shared vision throughout the financial planning process.


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



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


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Episode 23 – A Tactical Approach to Business Development — with Guest Duncan MacPherson



Business development may sound imposing and intimidating, but it is so important to continually develop to be efficient, sustainable and open to growth. 

In this episode, Brad Swineheart is joined by Duncan MacPherson, CEO of Pareto Systems, author, coach, and keynote speaker on practice management to discuss some tactical ways to approach your current client base. 

In this episode, you will learn:

  • How the last 16 months have seen the segmentation of advisors into three distinct groups—and what those groups are
  • Why being busy as an advisor doesn’t necessarily mean you’re being productive
  • How to become an elite advisor
  • The four key components of a typical interaction between a financial professional and the client
  • And more!

Tune in to learn more about how advisors can seize the development opportunity to re-introduce yourself to existing clients!

Resources: White Glove | Brad Swineheart | Duncan MacPherson | Pareto Systems


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Episode 22 – Don’t Be The Hero Advisor — with Guest Bill Cates



Advisors need to have a relentless passion for understanding prospects and clients. By targeting a niche market, you can demonstrate a higher-level of knowing in every situation.

In this episode, Brad Swineheart is joined by Bill Cates, a well-known referral coach and speaker to discuss why advisors need to be focusing on one well-defined target market to sharpen their messaging to become more relevant. Bill shares why advisors should always have an attitude of curiosity to ask more questions in order to solve critical problems within the industry.

In this episode, you will learn:

  • Two big obstacles that advisors are facing in the industry
  • The importance for advisors to have one well-defined target market
  • Why advisors should avoid leading with credibility in conversations or on social media
  • Two types of research advisors should be executing
  • And more!

Tune in to learn the key to cutting through the noise as an advisor!

Resources: White Glove | Brad Swineheart | Bill Cates | Rational Relevance | The Referral Coach

 


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



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


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Episode 20 – Your Time Is Ticking — with Guest Ed Slott



As an advisor, it is more important now than ever to share your knowledge with clients and prospects, especially as the communication channels have changed drastically. 

In this episode Brad Swineheart is joined by well-known speaker and best-selling author Ed Slott, founder and CEO at Ed Slott and Company. Ed shares his insight about the opportunity for advisors to help existing clients and prospects by educating them, building relationships and having strong communication.

In this episode you will learn:

  • To understand Ed Slott’s book ‘The Retirement Savings Time Bomb’
  • What advisors should be paying attention to when communicating with clients and prospects
  • How to give your clients or prospects something to talk about
  • What advisors can do to help their clients understand the changes happening now
  • And more!

Tune in to learn more about how to be a valuable resource as an advisor with Ed Slott!

Resources: White Glove | Brad Swineheart | Ed Slott | The Retirement Savings Time Bomb


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Episode 19 – It’s Time to Make Your Voice Heard — with Guest Jason Pereira



In this industry, it’s important to be recognizable and credible as an expert so that when you speak, they will listen. And that means you need to get your message out across multiple channels.

In this episode, Brad Swineheart is joined by Jason Pereira, Senior Financial Planner and Portfolio Manager at Woodgate Financial Inc. to discuss how to invest more time into understanding and living on multiple social media channels in order to boost your marketing efforts.

In this episode you will learn:

  • How an advisor can build an authentic online presence
  • The importance of consistency when putting out content
  • Why LinkedIn is the number one focus for getting started on social media as an advisor
  • How to structure the same content content differently for each platform
  • And more!

Tune in to learn more about how to provide compelling value to the audience you are targeting!

Resources: White Glove | Brad Swineheart | JasonPereira.ca | Jason Pereira