28. The Growth of Business in the Virtual World with Brad Barrett
Listen now
Description
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 … Continue reading 28. The Growth of Business in the Virtual World with Brad Barrett →
More 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...
Published 06/14/23
Published 06/14/23
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...
Published 05/10/23