48 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.

    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
    Finances & Gains with Marc Lobliner (Ep. 44)

    Finances & Gains with Marc Lobliner (Ep. 44)

    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) →

    • 31 min
    43. Reeling in New Clients with Ed Slott

    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 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 →

    • 33 min

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