Episodes

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 leads faster. In this episode, Brad Swineheart, and guest Deirdre Van Nest, author and founder of Crazy Good Talks, discuss several strategies about how to provide value and engage your audience in your webinars. In this episode, you will learn: The importance of quality in your webinar content How to maintain your audience’s attention throu...

Adaptability, mentorship, sacrifices, and knowledge are just a few things that make a great wealth advisor. In this episode, Brad Swineheart, and guest Tom Hegna, economist, author, and retirement expert, discuss several hard and soft skills financial professionals should have in order to succeed in their practice. In this episode, you will learn: Tom’s advice for advisors adapting to a new virtual business model How having mentors and attending training can lead you to become a top financial p...

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, it’s important to adapt and move forward with this “new normal”. In this episode, Brad Swineheart and Daniel Collison, managing partner at Advice2Advisors, discuss several technologies and new marketing techniques advisors can use to move forward and excel in this virtual environment. In this episode, you will learn: How advisors can use tech...

The bucket plan is a simplified financial planning process that’s built around the philosophy of separating and classifying your money. Join this episode of Be Advised – Leading with Value as guest Jason L Smith explains the idea of bucket planning from a sales and marketing perspective and shares how it can help you structure and organize your finances. In this episode, you will learn: What the bucket approach is and how it helps advisors and their clients How the three-bucket approach helps y...

A great work ethic, strong ambition, drive, and hunger makes a great financial salesperson. Join this episode of Be Advised – Leading with Value Podcast as guest Luke Acree, president of ReminderMedia, discusses marketing and leadership strategies they utilize to help clients grow their business. In this episode, you will learn: How ReminderMedia helps financial advisors grow their practice How Luke Acree and his team coaches their sales team Different hard and soft skills necessary for busines...

In the current virtual landscape, retirement tax rules are changing frequently, as are the ways that advisors are educating their clients. Guest Ed Slott shares his insight about recent tax changes in this virtual financial industry, and discusses how advisors can better lead clients when it comes to their 2020 retirement tax planning decisions. In this episode, you will learn: How the virtual environment has helped advisors spread their reach across the country Why advisors need to be proactiv...