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. … Continue reading 35. Bring In Warm Prospects that Call YOU With Seth Greene →

Are you looking for advice about what’s working to grow your business from an advisor who has tried it all? In this episode, Brad Swineheart speaks with Dean Thurman, co-founder of WhiteGlove and co-founder and senior partner of InvestWise Financial. Dean shares his expertise in building relationships through seminars and the tactics he has used … Continue reading 34. The Power of Using Seminars to Grow Your Business With Dean Thurman →

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, … Continue reading 33. Don’t Refuse the Evolution of Annuities With Dominic Cursio →

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 … Continue reading 32. Chasing A Clear Goal With Paul Kingsman →

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 … Continue reading 31. Accessing Your Level Ten Mindset With Machen MacDonald →

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 … Continue reading 30. Why You Start Your Own Podcast and Be Your Own Loud With Matt Halloran →

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 … Continue reading 29. Share Information to Connect a Content Strategy With Josh Stike →

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 →

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 … Continue reading 27. Have You Built a Truly Effective Marketing Plan? With Natalie Grassi →

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 … Continue reading Episode 26 – The New Environment of Effective Marketing — with Guest Rebecca Hourihan →

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 … Continue reading Episode 25 – Start Integrating that Voice of the Client — with Guest Julie Littlechild →

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, … Continue reading Episode 24 – Cracking The Code to Investing in Success— with Guest Chip Munn →

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 … Continue reading Episode 23 – A Tactical Approach to Business Development — with Guest Duncan MacPherson →

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 … Continue reading Episode 22 – Don’t Be The Hero Advisor — with Guest Bill Cates →

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 … Continue reading Episode 21 – Focusing on The Problem, Not The Solution — with Guest Adam Cmejla, CFP® →

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 … Continue reading Episode 20 – Your Time Is Ticking — with Guest Ed Slott →

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

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

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 … Continue reading Episode 17 – Fix Your Mindset to Move Your Business Forward — with Guest Joe Lukacs →

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

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 … Continue reading Episode 15 – How You Can Actually WIN in Business In 2021 — with Guest Luke Acree →

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 … Continue reading Episode 14 – Winning Reasons Why You Should Adapt to Evolving Marketing Strategies — with Guest Maribeth Kuzmeski →

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 … Continue reading Episode 13 – The Influence of Business — with Guest Dr. Aprille Trupiano →

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 … Continue reading Episode 12 – The Power of a Plan — with Guest Erin Botsford →

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 … Continue reading Episode 11- Discovering Your Path to Success – With Guest Eszylfie Taylor →