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 … Continue reading What now? Here’s What You Need to Know About Seminars with Frank Maselli (Ep. 49) →

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 … Continue reading Building Relationships Through Magazines with Andrew Saksa (Ep. 48) →

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 … Continue reading Trusted Branding with Mike Saunders (Ep. 47) →

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, … Continue reading Step Up Your Practice with Brandon Hegg (Ep. 46) →

The pandemic has forever changed the way a lot of companies do business. Since March 2020, whether you worked in fitness or finance, you have been forced to pivot to an online business model in order to keep money coming in. In this episode, Brad Swineheart speaks with Bradly Gotto, owner of Fiat Wealth Management. … Continue reading The Online Pivot with Bradly Gotto, Fiat Wealth Management (Ep. 45) →

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 … Continue reading Finances & Gains with Marc Lobliner (Ep. 44) →

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 … Continue reading 43. Reeling in New Clients with Ed Slott →

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 … Continue reading 42. Navigating Your Brand Presence on Social Media with Marc Rogers →

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 … Continue reading 41. Creating Communication Bridges with Jason Brotsky →

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, … Continue reading 40. Successful Marketing Methods for Advisors to Generate Clients With Matthew Neuman →