Be Advised - Leading with Value

Advisors, when was the last time you moved one of your processes online for greater client outreach and accessibility? In this episode, Brad Swineheart is joined by Jeremy Houser, VP, Senior Advisor Development Consultant at InsurMark and creator of the Advisor Mentorship Program (AMP), to talk about all things marketing.  Brad and Jeremy dive into the world of marketing for financial advisors while exploring the value of webinars, meetings, and online messaging to further grow and develop your business. Brad and Jeremy discuss:  The benefits of moving towards a more virtual business model Some reasons why you might want to consider podcasting if you have clients who are not able to meet you in person The value of elevating your digital outreach (and digital footprint) game and ways it can help you (effectively) connect with clients in the virtual realm  Ways advisors (like you!) can effectively leverage and manage your time by outsourcing your marketing efforts How to determine your marketing budget And more! Resources: ProudMouth  PodRocket Academy – ProudMouth LinkedIn: Matt Halloran Connect with Jeremy Houser: LinkedIn: Jeremy Houser InsurMark Advisor Mentorship Program The Advisor Mentorship Podcast Connect with Brad Swineheart: LinkedIn: Brad Swineheart Twitter: Brad Swineheart About Our Guest: As a trusted consultant and advisor to the financial professionals he serves, Jeremy Houser is committed to helping you professionalize all aspects of your practice and unlock your full potential.  In early 2018, Jeremy identified a clear gap in service and support for advisors across the nation and built the Advisor Mentorship Program (AMP) to address and close it. One of his passions within AMP is to help advisors refine their own processes and attract clients instead of chasing them.  Today, this pro­gram continues to help a select group of advisors stay focused on achieving consistent growth while adding value to their practice and de­veloping Business Alpha through the resources available through InsurMark.

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: stheder@fmgsuite.com LinkedIn: Susan Theder FMG Suite Connect with Brad Swineheart: LinkedIn: Brad Swineheart Twitter: 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.

Every time a new tax law gets introduced, it is increasingly important to understand its impact on our portfolio and, ultimately, on our taxes.  In this episode, Ed Slott joins Brad Swineheart to navigate the ins and outs of the SECURE Act 2.0 and its role within the new tax laws rolling out this year.  When navigating these changes, it’s common for consumers to skip over the fine print and not fully understand how their taxes will be affected. So, advisors, get ready to explore the world of taxes going into 2023 and how you can help your clients save on them. Ed and Brad discuss:  Ways the SECURE Act 2.0 is changing the regulations around RMDs Why high inflation can help us save on taxes What you should know about rollovers from 529 plans to Roth IRAs The importance of advisors supporting and assisting clients with their planning  The value of building client-advisor relationships  And more! Resources: Books by Ed Slott Connect with Ed Slott: LinkedIn: Ed Slott IRA Help  Connect with Brad Swineheart: LinkedIn: Brad Swineheart Twitter: Brad Swineheart About Our Guest: Ed Slott is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable, and entertaining advice. He has been named “The Best Source for IRA Advice” by The Wall Street Journal, and USA Today wrote, “It would be tough to find anyone who knows more about IRAs than CPA Slott.”

Have you ever thought about making your greatest passion your career?  FEL3000ft has taken a loving passion of his and has turned it into a successful career that allows him to express himself and give back to his community in several ways.  After trying to jazz up the decor around his house, Brad Swineheart found his way to FEL3000ft, an original graffiti artist based out of Detroit who has been known for turning some magnificent buildings into pieces of art over the years.  This week, FEL3000ft unveils everything you need to know about his career path as a graffiti artist. He highlights how invigorating it is to love what you do every day, just like many of the advisors listening today.  Fel discusses:  Some of the projects he has worked on  Hip-hop as an inspiration for the theme of his projects  Outreach programs as a way of giving back to his community  His approach to inspiring youth  What you should know about ‘staying hungry’ And more! Connect with FEL3000ft: FEL3000ft Instagram: @fel3000ft Connect with Brad Swineheart: LinkedIn: Brad Swineheart Twitter: Brad Swineheart About Our Guest: Fel3000ft started doing graffiti/street art in 1982,  as immersed himself in hip-hop culture. After many years of painting in Detroit, he realized the importance of his voice artistically and felt he could do something positive with that voice. He writes his thoughts and passion for the people and the communities next to the art pieces Fel300ft paints on the walls as a positive word. His need to fight for the things that he believes in, the community he lives in, and his friends, neighbors, and families are put at the forefront of all of his work.

From holistic and personalized planning to addressing and solving client concerns, these are some of the key elements that successful advisors are implementing within their practices, leading to business and client growth. In this episode, Brad Swineheart is joined by Daniel Biagini, the head of sales at American Equity. Daniel is all about leveraging his background of guiding strategy, product development, and client experience to promote growth among his clients. So, listen in as Brad and Dan speak about how advisors today are breaking the traditional business models and how these new strategies are working to bring in new prospects. Brad and Dan discuss:  How to identify value among advisors in the industry New prospecting methods that advisors are taking on to bring in and maintain clients  The importance of building a company culture that clients can relate to Ways your marketing can change the way clients perceive and interact with your business  Must-know tips and tricks advisors can use to take their business to the next level  And more! Resources: BombBomb   Loom Connect with Daniel Biagini: daniel.biagini@american-equity.com  LinkedIn: Daniel Biagini American Equity Connect with Brad Swineheart: LinkedIn: Brad Swineheart Twitter: Brad Swineheart About Daniel Biagini: Dynamic asset management and insurance industry leader with 10+ years of success. Proven track record of guiding strategy, product development, and client experience that drives growth, competitive advantage, and operational excellence.

How do the top 8% build successful brands? If you’re an entrepreneur and want your brand to evolve but struggle with standing out or securing long-term clients, then this episode is for you. This week, Cody Askins, founder of The 8% Nation, joins Brad Swineheart to share what it takes for advisors and agents to succeed at scaling their company brand. Cody details his approach to referrals, hiring, coaching, and training to help insurance professionals succeed.  Brad and Cody discuss:  The value of tailoring your brand to a specific market The truth about brand representation  Ways building a brand tied to SEOs benefits your business marketing  Cody’s ideal client base and the core training he and his team can provide to them The importance of storytelling  And more! Resources: Cody Askins  8% Nation Six Figure Society    Connect with Cody Askins: Cody Askins: YouTube  Cody Askins: Instagram  Cody Askins: LinkedIn  Connect with Brad Swineheart: LinkedIn: Brad Swineheart Twitter: Brad Swineheart About Our Guest: With over a decade of insurance sales knowledge, Cody Askins knows what it takes for agents to succeed in the insurance industry. Cody started in the insurance industry when he was just 20 years old while attending school full-time and playing college basketball. He made a goal to make 6-figures during his first year, and in only eight months, Cody made over $117,000. During his first year, Cody developed a system to set more appointments and get the most out of his leads. Now, it’s Cody’s mission to help agents build skills and learn the necessary mindset to achieve any goal that they’ve set for themselves. Cody offers a variety of private and group coaching courses. As the creator of Telesales Mastery Members, the CA Sales System, and Success Society, he also creates custom Lead Generation Consulting.

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: Advance Your Reach LinkedIn: Pat Quinn Facebook: Pat Quinn Connect with White Glove: White Glove LinkedIn: Brad Swineheart Twitter: Brad Swineheart 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.

“In the very first workshop I did, I made zero money. There were just 20 people, and I received only one appointment.” — Roy Snarr, CEO of Snarr Financial & Insurance Services, Inc. Despite spending thousands of dollars and countless hours, your seminar might not go as planned. So, how do you deal with such unsuccessful seminars? In this episode, Brad Swineheart joins Roy Snarr, CFF®, CLTC®, NSSA®, LACP, author, speaker, founder of Snarr Academy, and member of the Million Dollar Round Table (MDRT). Together, they talk about how failed seminars can contribute to long-term success for advisors. Roy discusses:  How to gather an audience for less popular (and sometimes unattractive) seminar topics The power of consistency in event marketing Why November and December are great months to host seminars How to skyrocket your post-seminar engagement through personalized videos And more! Resources: Roy Snarr Books BombBomb Loom Connect with Roy Snarr: Roy Snarr Retirement Solutions Snarr Academy LinkedIn: Roy Snarr Connect with White Glove: info@whiteglove.com (844) 949-9497 White Glove LinkedIn: Brad Swineheart Twitter: Brad Swineheart LinkedIn: White Glove Facebook: White Glove Twitter: White Glove About Our Guest: With over a decade of experience, Roy Snarr has helped thousands of people from coast to coast become educated on the most relevant retirement planning strategies. Roy has also made regular ongoing national/local television appearances on all major networks and is a nationally syndicated published author and contributor.  His dedication and passion have enabled him to build a nationally recognized business and be a part of the most pristine association of financial professionals, the Million Dollar Round Table (MDRT).  In addition, Roy serves as a local board member for the Society of Financial Services Professionals (FSP). Roy’s current designations include CFF-Certified Financial Fiduciary® LACP-Life and Annuity Certified Professional and the NSSA (National Social Security Advisor). Roy is also the founder of Snarr Academy, a revolutionary training and credibility platform designed to help agents, advisors, and agencies succeed in the Asset Protection and Long Term Care Space.

Have you ever felt like a general 9-5 office job may not be for you? Wondering what it would be like to work for yourself and manage your own business defined by your rules and processes? Then self-employment might be the direction for you.  Although managing your own business may seem like a never-ending process of delegating, coaching, and managing, there are a number of benefits to this type of employment, including being your own boss.  In this episode, local investment advisor representative and licensed insurance professional Curtis Cottle joins Brad Swineheart to explain how he kick-started his career in the retirement and financial services industry. Curtis also sheds light on the processes he has integrated into his business model as a first-time entrepreneur.  Curtis discusses:  How to know if self-employment is right for you Ways he has been implementing education, marketing, workshops, and seminars within his business  How the pandemic impacted the way he connected with clients and prospects  What people don’t tell you about starting a business from the ground up The power of coaching and how it can benefit your team and business And more! Resources: Entrepreneurs’ Organization Connect with Curtis Cottle: curtis@gosbc.net LinkedIn: Curtis Cottle IAMS Wealth Management Connect with White Glove: info@whiteglove.com (844) 949-9497 White Glove LinkedIn: Brad Swineheart Twitter: Brad Swineheart LinkedIn: White Glove Facebook: White Glove Twitter: White Glove About Our Guest: Local investment advisor representative, and licensed insurance professional, Curtis Cottle, is highly achieved in business and finance. Many pre-retirees and retirees have been served and educated on how to potentially preserve their assets, increase their income and reduce their income taxes. In 2011 Curtis qualified for the Top Producers Escape sponsored by Insurance Agency Marketing Services, Inc. Here, he was recognized for being in the top 5% of all producing agents. When he first qualified, he was the youngest ever to have achieved this degree of recognition. Curtis is also a featured local speaker helping retirees and pre-retirees with seminars focused on how to Optimize Your Social Security Benefits.

Advisor success often leads to new problems: For example, when running our own business, it is natural to want to step into each business role to stay true to the brand we are creating. Although admirable, it is almost impossible to manage every single process. By delegating, coaching, and offering your expertise in certain areas to new hires, you can sit back and focus on the aspects that matter, bringing in new prospects and managing the business the way you see fit. In this episode, Brad Swineheart speaks with the managing partner of wealth solutions at Carson Group, Jamie Hopkins. Jamie explains how growing a business starts with handing off jobs to employees while detailing the value of failing to grow and succeed.  Jamie discusses:  How to determine if your employees are benefiting your business  The power of delegating, especially in a new business environment Key factors to look for when recruiting new employees The importance of promoting growth within your business And more! Connect with Jamie Hopkins: LinkedIn: Jamie Hopkins Twitter:@RetirementRisks Jamie Hopkins Carson Group Connect with WhiteGlove: info@whiteglove.com (844) 949-9497 White Glove LinkedIn: Brad Swineheart Twitter: Brad Swineheart LinkedIn: White Glove Facebook: White Glove Twitter: White Glove About Our Guest: Jamie Hopkins is the Managing Partner of Wealth Solutions at Carson Group, a national wealth management firm that offers coaching and partnership to financial advisors. A nationally recognized writer, researcher, and educator, Jamie is a regular contributor to Forbes, InvestmentNews, and MarketWatch. He has been published in dozens of financial, educational, and legal journals, and he’s the media’s go-to expert on retirement income planning and tax law.

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: The MASELLI Group Store Connect with Frank Maselli: LinkedIn: Frank Maselli Maselli Group Connect with WhiteGlove: info@whiteglove.com (844) 949-9497 White Glove LinkedIn: Brad Swineheart Twitter: Brad Swineheart LinkedIn: White Glove Facebook: White Glove Twitter: White Glove 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.

Maintaining relationships with clients is crucial for financial advisors. And one of the ways to do this is by constantly connecting with them about their interests or things they care about. In this episode, Brad Swineheart is joined by Andrew Saksa, Senior Vice President Business Development at ReminderMedia. Andrew explains the importance of staying connected with your clients while unveiling how the company takes care of this by creating and sending branded magazines according to their interests and needs. Brad and Andrew discuss: The importance of connecting with your client and their spouse Which type of content should be shared through magazines Reasons magazines are still useful in today’s day and age  The crux of getting more referrals And more Connect with Andrew Saksa:  LinkedIn: Andrew Saksa Connect with WhiteGlove: info@whiteglove.com (844) 949-9497 White Glove LinkedIn: Brad Swineheart Twitter: Brad Swineheart LinkedIn: White Glove Facebook: White Glove Twitter: White Glove About Our Guest: Andrew Saksa is the Senior Vice President Business Development at ReminderMedia, a media and marketing firm founded in 2003 that helps businesses solidify their relationships with key clients with a customizable 48-page American Lifestyle magazine.  Previously, Andrew co-founded MyPistevo.com, an application for criminal background checks. And he also volunteered as a Grief Facilitator/ Soccer Coach for New Hope for Kids, a nonprofit that helps children in need suffering from grief, loss, or life-threatening illnesses.

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: LinkedIn: Mike Saunders Podcast: Influential Entrepreneurs  The Authority Positioning Coach – The Authority Positioning Coach – #1 Authority Marketing Strategist Connect With WhiteGlove: info@whiteglove.com (844) 949-9497 White Glove LinkedIn: Brad Swineheart Twitter: Brad Swineheart LinkedIn: White Glove Facebook: White Glove Twitter: White Glove 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.  

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 Connect With Brandon Hegg: LinkedIn: Brandon Hegg LinkedIn: Dynamic Directions Connect With WhiteGlove: info@whiteglove.com (844) 949-9497 White Glove LinkedIn: Brad Swineheart Twitter: Brad Swineheart LinkedIn: White Glove Facebook: White Glove Twitter: White Glove  

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 Connect With Brad Gotto: LinkedIn: Bradly Gotto LinkedIn: Fiat Wealth Management Fiat Wealth Management  Every Day is Saturday Podcast Connect With WhiteGlove: info@whiteglove.com (844) 949-9497 White Glove LinkedIn: Brad Swineheart Twitter: Brad Swineheart LinkedIn: White Glove Facebook: White Glove Twitter: White Glove

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 Connect With Marc Lobliner: LinkedIn: Marc Lobliner MTS Nutrition Connect With WhiteGlove: info@whiteglove.com (844) 949-9497 White Glove LinkedIn: Brad Swineheart Twitter: Brad Swineheart LinkedIn: White Glove Facebook: White Glove Twitter: White Glove  

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 Connect With WhiteGlove: info@whiteglove.com (844) 949-9497 White Glove LinkedIn: Brad Swineheart Twitter: Brad Swineheart LinkedIn: White Glove Facebook: White Glove Twitter: White Glove    

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: Producers Prospect Linkedin: Marc Rogers Connect With WhiteGlove: info@whiteglove.com (844) 949-9497 White Glove LinkedIn: Brad Swineheart Twitter: Brad Swineheart LinkedIn: White Glove Facebook: White Glove Twitter: White Glove 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. 

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: Strategic Partners Financial Group Linkedin: Jason Brotsky Connect With WhiteGlove: info@whiteglove.com (844) 949-9497 White Glove LinkedIn: Brad Swineheart Twitter: Brad Swineheart LinkedIn: White Glove Facebook: White Glove Twitter: White Glove 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.   

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: Advisors Excel  LinkedIn: Matthew Neuman Twitter: @MattyNeu Connect With WhiteGlove: info@whiteglove.com (844) 949-9497 White Glove LinkedIn: Brad Swineheart Twitter: Brad Swineheart LinkedIn: White Glove Facebook: White Glove Twitter: White Glove 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.