Be Advised with Brad Swineheart

Be Advised with Brad Swineheart

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

Posted March 31, 202100:33:02

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

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

Posted March 17, 202100:32:14

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...

Episode 18 – Positioning for The Potential of Future Tax Changes — with Guest Joe Elsasser

Posted March 3, 202100:30:53

There’s a new Administration in Washington, and that will mean changes to many things financial, including taxes. But what will this mean for advisors?...

Episode 17 – Fix Your Mindset to Move Your Business Forward — with Guest Joe Lukacs

Posted February 17, 202100:29:53

Everyone could use a coach, especially if you are a top advisor.  In this episode, Brad Swineheart is joined by Joe Lukacs, named as one of the top...

Episode 16 – How to Build Your Personal Brand and Credibility In The Virtual World — with Guest David DeCelle

Posted February 3, 202100:32:31

If COVID-19 has proven anything, it’s that the virtual office isn’t going anywhere any time soon. What do potential leads see when they look for...