Episodes

Annuities seem to have a bad reputation, but many advisors and their clients don’t understand the potential benefits of annuities when they are correctly implemented in a holistic plan. Is there a way to know that these tools have been correctly implemented within your client’s plan? In this episode, Brad Swineheart speaks with Dominic Cursio, senior vice president of business development at Agatha Global Tech, LLC. Dominic shares the unique software solution for his clients called Annuities Gen...

Are you an advisor who is struggling with putting processes in place that allow you to see real growth in your practice? In this episode, Brad Swineheart speaks with Paul Kingsman, speaker, author, coach and Olympic medalist to discuss how financial professionals can identify and accomplish their objectives without distraction. Paul shares relevant industry proven tactics and ideas to help you reach your own goals and those of your clients. Paul discusses: How to chase a clear goal instead of u...

Have you achieved level ten wisdom in business yet? If you seek more clarity and self confidence to build your business, this episode is for you! In this episode, Brad Swineheart talks with Machen MacDonald, founder and strategic growth coach at ProBrilliance Leadership Institute to discuss how he has been working with advisors and entrepreneurs to refine their processes, habits, and action plans to achieve optimal results. Machen discusses: Why advisors need more help with confidence to avoid ...

Are you on the fence about starting your own podcast? Don’t be! In this episode, Brad Swineheart speaks with Matt Halloran, partner and chief relationship officer at ProudMouth and host of Be Your Own Loud, and the Top Advisor Marketing Podcast. Matt shares his expertise in podcasting including what it means to have a successful podcast, and why you should jump at the opportunity to start your own podcast. Matt discusses: The importance of podcasting for advisors Why it’s important to understan...

Staying top of mind is not about constantly selling your business on social media. It’s important to take your content strategy seriously if you are actively sharing content. In this episode, Brad Swineheart speaks with Joshua Stike, chief marketing officer at Reminder Media and host of the Stay Paid podcast, one of the top sales and marketing podcasts. Josh shares what makes good content and how to stay top of mind on social media with your clients and prospects without inundating them with red...

As an advisor, it is important to not be so narrowly focused with your marketing mix. It helps if you think bigger in terms of communicating and engaging with your clients. In this episode, Brad Swineheart speaks with Brad Barrett, managing director and partner at One Capital Management, an independent private wealth advisory firm. Brad shares his business growth strategies, business obstacles, and results by integrating new marketing strategies. Brad B. discusses: His first failures in the vir...

To make sure your marketing is as strong as it can be, you should focus on data-based decisions, and forget the “shiny object” mentality. In this episode, Brad Swineheart speaks with Natalie Grassi, an advisor development consultant at Simplicity Scottsdale, to discuss strategies you can start implementing for an effective marketing plan. Natalie discusses: How to start building an effective marketing plan in three steps The importance of being open to marketing many areas and topics to expand ...

Effective marketing can take an advisor’s practice to new levels—but what does that look like with the many redefined styles of marketing? In this episode, Brad Swineheart is joined by Rebecca Hourihan AIF®, chief marketing officer at 401(k) Marketing to discuss how advisors can invest their time into their digital reputation without losing sight of the importance of nurturing their relationships. You will learn: Why advisors should start by identifying three business goals and create a marketi...

As an advisor, listening to your clients is absolutely vital for success. In this episode, Brad Swineheart is joined by Julie Littlechild, founder and CEO at Absolute Engagement, to address how to uncover unmet needs and actively engage with clients and prospects. You will learn: How to start developing ‘the voice of the client’ —and input that into your strategy Some of the opportunities that have emerged for advisors to get valuable client feedback Key tactical initiatives that advisors shoul...

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 doi...

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 t...

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...

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 ...

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 w...

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...

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? In this episode Brad Swineheart is joined by Joe Elsasser, president and founder of Covisum, to discuss some actionable items for advisors dealing with a new tax agenda and some strategies for planning in your practice. In this episode you will learn: The primary impact of tax changes for advisors What to expect for the significant changes movin...

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 coaches in the industry by registered rep and wealth management to discuss how to move things forward by changing your belief set and pivot your approach to uncover hidden business opportunities. In this episode you will learn: What advisors are struggling with most right now How to take extreme ownership of where you’re at How to get in the right mi...

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 your online presence? Would you hire you based on your social media accounts and website? In this episode, Brad Swineheart is joined by David DeCelle, President of Model FA to discuss ways to build your personal brand and enhance your credibility. David shares ways to build relationships through social media interaction and the importance of posting val...

Wouldn’t you like to connect with your clients in a way that generates leads, secures, repeats, and lands those sweet referrals? In this episode, Brad Swineheart is joined by Luke Acree, President of ReminderMedia, and publisher of American Lifestyle Magazine to discuss the secret to connecting. Luke provides further insight into how to build trust from a marketing standpoint. In this episode you will learn: Inspiration and learning your team’s true performance through the rough waters How lead...

Persuasive communication is a skill that can make the difference in sales and marketing. In this episode, Brad Swineheart is joined by Dr. Maribeth Kuzmeski. Maribeth is rated a top 25 C-suite speaker, an author, a marketing strategist and owner of her own consulting firm, Red Zone Marketing, and she knows how to make that difference happen. Together they discuss marketing strategies, provide industry insights, and information about the market movement ahead. In this episode you will learn: Abo...

Passion and drive are two qualities that make success possible, especially in financial services. But what happens when you decide to branch out and further your career? In this episode, Brad Swineheart is joined by Dr. Aprille Trupiano, entrepreneur, author, former TV and radio host, and United Nations Peace Ambassador. Aprille shares her experience in financial services, discusses international trends, and explains why some financial advisors are having trouble keeping up with evolving busines...

Learn from a Barron’s top 100 Advisor exactly what she did to grow her practice and see success even through transitions. In this episode, Brad Swineheart and guest Erin Botsford, CEO at The Advisor Authority, discuss how to become a leader of your practice and how to use your resources to your advantage. In this episode you will learn: How Erin got into the business and the challenges she had to overcome Tips for speaking in front of an audience (in-person or virtually) About the big problem i...

Having the right amount of motivation, passion and purpose as a business professional is key to success. In this episode Brad Swineheart and Eszylfie Taylor, president and founder of Taylor Insurance and Financial Services, discuss some principles to success and how Eszylfie has made an impact towards achieving his dreams. In this episode you will learn: How to choose your hard (and why you should) Why it’s important to identify your “why” How to change the world How to be obsessed with success...

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 of creating a strong, lasting relationship. In this episode, Brad Swineheart and guest Frank Maselli, best-selling author, professional speaker and financial expert, discuss how advisors can develop a strong bond with prospects, especially in the very crucial first appointment, in this new virtual world. In this episode, you will learn: Tips and tri...