Be Advised with Brad Swineheart

Recent Episodes

Episode 10 –Building Stronger Relationships with Clients and Prospects– with Guest Frank Maselli

Posted November 11, 2020 • 00:34:17

When you can show a prospect that you’re there to help them and not to sell to them, the barriers go down, the bond builds, and you’re on a journey...

Episode 9 – Make Your Webinar Superior – with Guest Deirdre Van Nest

Posted October 28, 2020 • 00:35:18

With the power of public speaking, storytelling, and emotional connections, you can make more of an impact on your audience during your webinar to increase...

Episode 8 – Guest Tom Hegna on What Makes a Top Advisor?

Posted October 14, 2020 • 00:22:36

Adaptability, mentorship, sacrifices, and knowledge are just a few things that make a great wealth advisor. In this episode, Brad Swineheart, and guest...

Episode 7 – Virtual Marketing Tips and Tricks to Become a Top Advisor – With Guest Daniel Collison

Posted September 30, 2020 • 00:24:19

So much of everyday life has shifted to a more virtual reality, but many advisors are hesitant to make the change to their practice. But for top advisors,...

Episode 6 – Financial Planning with The Bucket Plan – with Guest Jason L Smith

Posted September 16, 2020 • 00:27:48

The bucket plan is a simplified financial planning process that’s built around the philosophy of separating and classifying your money. Join this...