50 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.

    The Power of Coaching for Financial Advisors with Jamie Hopkins, MBA, CFP®, LLM, CLU®, CHFC®, RICP® (Ep. 50)

    The Power of Coaching for Financial Advisors with Jamie Hopkins, MBA, CFP®, LLM, CLU®, CHFC®, RICP® (Ep. 50)

    Advisor success often leads to new problems: For example, when running our own business, it is natural to want to step into each business role to stay true to the brand we are creating. Although admirable, it is almost impossible to manage every single process. By delegating, coaching, and offering your expertise in certain areas … Continue reading The Power of Coaching for Financial Advisors with Jamie Hopkins, MBA, CFP®, LLM, CLU®, CHFC®, RICP® (Ep. 50) →

    • 32 min
    What now? Here’s What You Need to Know About Seminars with Frank Maselli (Ep. 49)

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

    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) →

    • 33 min
    Building Relationships Through Magazines with Andrew Saksa (Ep. 48)

    Building Relationships Through Magazines with Andrew Saksa (Ep. 48)

    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) →

    • 30 min
    Trusted Branding with Mike Saunders (Ep. 47)

    Trusted Branding with Mike Saunders (Ep. 47)

    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) →

    • 34 min
    Step Up Your Practice with Brandon Hegg (Ep. 46)

    Step Up Your Practice with Brandon Hegg (Ep. 46)

    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) →

    • 29 min
    The Online Pivot with Bradly Gotto, Fiat Wealth Management (Ep. 45)

    The Online Pivot with Bradly Gotto, Fiat Wealth Management (Ep. 45)

    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) →

    • 34 min

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