59 episodes

Welcome to Be Advised – Leading with Value with Brad Swineheart. In this podcast, we will focus on successful marketing methods for advisors that generate prospects and clients. We will learn from the best in the industry on how advisors in the trenches today are growing their practices. Join us for this journey where Brad draws from years of expertise and guest experts to help advisors reach their full potential.

Be Advised - Leading with Value Brad Swineheart

    • Business

Welcome to Be Advised – Leading with Value with Brad Swineheart. In this podcast, we will focus on successful marketing methods for advisors that generate prospects and clients. We will learn from the best in the industry on how advisors in the trenches today are growing their practices. Join us for this journey where Brad draws from years of expertise and guest experts to help advisors reach their full potential.

    Mastering Your Digital Outreach with Jeremy Houser (Ep. 59)

    Mastering Your Digital Outreach with Jeremy Houser (Ep. 59)

    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 about all things marketing.  Brad and Jeremy dive into … Continue reading Mastering Your Digital Outreach with Jeremy Houser (Ep. 59) →

    • 28 min
    Advisors, Here’s Why Marketing Is An Ascendant Journey with Susan Theder (Ep. 58)

    Advisors, Here’s Why Marketing Is An Ascendant Journey with Susan Theder (Ep. 58)

    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 assists advisors with their … Continue reading Advisors, Here’s Why Marketing Is An Ascendant Journey with Susan Theder (Ep. 58) →

    • 32 min
    New Year, New Tax Laws with Ed Slott, CPA (Ep. 57)

    New Year, New Tax Laws with Ed Slott, CPA (Ep. 57)

    Every time a new tax law gets introduced, it is increasingly important to understand its impact on our portfolio and, ultimately, on our taxes.  In this episode, Ed Slott joins Brad Swineheart to navigate the ins and outs of the SECURE Act 2.0 and its role within the new tax laws rolling out this year.  … Continue reading New Year, New Tax Laws with Ed Slott, CPA (Ep. 57) →

    • 34 min
    Turning Passion Into A Lifelong Portfolio with FEL3000ft (Ep. 56)

    Turning Passion Into A Lifelong Portfolio with FEL3000ft (Ep. 56)

    Have you ever thought about making your greatest passion your career?  FEL3000ft has taken a loving passion of his and has turned it into a successful career that allows him to express himself and give back to his community in several ways.  After trying to jazz up the decor around his house, Brad Swineheart found … Continue reading Turning Passion Into A Lifelong Portfolio with FEL3000ft (Ep. 56) →

    • 29 min
    Advisors, Get Ready To Grow & Break The Traditional Business Model with Daniel Biagini (Ep. 55)

    Advisors, Get Ready To Grow & Break The Traditional Business Model with Daniel Biagini (Ep. 55)

    From holistic and personalized planning to addressing and solving client concerns, these are some of the key elements that successful advisors are implementing within their practices, leading to business and client growth. In this episode, Brad Swineheart is joined by Daniel Biagini, the head of sales at American Equity. Daniel is all about leveraging his … Continue reading Advisors, Get Ready To Grow & Break The Traditional Business Model with Daniel Biagini (Ep. 55) →

    • 28 min
    The Road to 8%: How to Succeed At Building A Brand with Cody Askins (Ep. 54)

    The Road to 8%: How to Succeed At Building A Brand with Cody Askins (Ep. 54)

    How do the top 8% build successful brands? If you’re an entrepreneur and want your brand to evolve but struggle with standing out or securing long-term clients, then this episode is for you. This week, Cody Askins, founder of The 8% Nation, joins Brad Swineheart to share what it takes for advisors and agents to … Continue reading The Road to 8%: How to Succeed At Building A Brand with Cody Askins (Ep. 54) →

    • 35 min

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