Episodes

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 b...

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...

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...

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 u...

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 ...

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 o...

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 p...

“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 (MDR...

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 ...

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 Swin...

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 Glov...

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 inter...

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 cl...

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...

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 dis...

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 ...

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 strategie...

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...

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 ta...

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 a...

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...

Your emotions are what drive most of the decisions you make in your life. And the more dramatic the change, the stronger your emotions will be. In this episode, Brad Swineheart speaks with Ross Marino CFP®, CPFA, CeFT®, founder of Transitus Wealth Partners, about some personal disruptions that led him to writing a book called “Shaping Change”. Ross and Brad also discuss how to manage your client relationships when your clients are in the midst of a life transition. Ross discusses: What led him ...

Some financial advisors quit their business because it can be a grind and feel like it is a constant punch in the face. But, are you going to be someone who stands up and fights back? In this episode, Brad Swineheart speaks with Erik Allen, host of “Top Rated MMA” and “The Erik Allen Show.” Erik shares how he overcame addiction, bankruptcy, and other challenges to turn his life around to become a successful entrepreneur. Erik discusses: His childhood living in a cold garage––and going down the ...

Are you still cold calling your prospects? What if you discovered a way to have them calling you… In this episode, Brad Swineheart speaks with Seth Greene, bestselling author and co-host of The SharkPreneur Podcast. Seth shares his remarkable career journey from starting out with cold calling cold prospects to working with multi-million dollar accounts. Seth discusses: How he went from smiling and dialing cold calls to a hundred million dollar account How his process has changed since he first ...