22 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.

    Episode 22 – Don’t Be The Hero Advisor — with Guest Bill Cates

    Episode 22 – Don’t Be The Hero Advisor — with Guest Bill Cates

    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 →

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

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

    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® →

    Episode 20 – Your Time Is Ticking — with Guest Ed Slott

    Episode 20 – Your Time Is Ticking — with Guest Ed Slott

    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 →

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

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

    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 →

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

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

    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 →

    Episode 17 – Fix Your Mindset to Move Your Business Forward — with Guest Joe Lukacs

    Episode 17 – Fix Your Mindset to Move Your Business Forward — with Guest Joe Lukacs

    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 →

Top Podcasts In Business