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 financial planning and wealth management firm that focuses on helping clients create their personal financial plans in accordance with their goals for now and in the future.

Jason discusses:

  • Why it is important to detail your communication expectations to your advisor
  • The importance of keeping a consistent client relationship
  • What you need to know if you are thinking of selling your business
  • Why they like hiring younger advisors

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Necessity is the mother of invention, and as a financial advisor, it helps to develop the strongest retirement strategies for your clients.

In this episode, Brad Swineheart speaks with Joe Elsasser, CFP® founder and president at Covisum®, LLC. Joe shares his thoughts about crafting optimal decisions for Social Security benefits and taxes, and the conversion of assets to guarantee income.

Joe discusses:

  • Why Social Security is a big part of ongoing client education
  • How to plan for retirement with tax uncertainty
  • How advisors can calm unwarranted alarm from clients

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Your emotions are what drive most of the decisions you make in your life. And the more dramatic the change, the stronger your emotions will be.

In this episode, Brad Swineheart speaks with Ross Marino CFP®, CPFA, CeFT®, founder of Transitus Wealth Partners, about some personal disruptions that led him to writing a book called “Shaping Change”. Ross and Brad also discuss how to manage your client relationships when your clients are in the midst of a life transition.

Ross discusses:

  • What led him to write the book called “Shaping Change”
  • How to address uncertainty in someone’s life and get them back into financial planning
  • The four stages of transition — and how he walks clients or prospects through each stage

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Some financial advisors quit their business because it can be a grind and feel like it is a constant punch in the face.

But, are you going to be someone who stands up and fights back?

In this episode, Brad Swineheart speaks with Erik Allen, host of “Top Rated MMA” and “The Erik Allen Show.” Erik shares how he overcame addiction, bankruptcy, and other challenges to turn his life around to become a successful entrepreneur.

Erik discusses:

  • His childhood living in a cold garage — and going down the path of destruction
  • The moment he decided to turn his whole life around
  • How to remain focused on your end goal
  • How surrounding himself with partners has helped change his life

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Are you still cold calling your prospects? What if you discovered a way to have them calling you…

In this episode, Brad Swineheart speaks with Seth Greene, bestselling author and co-host of The SharkPreneur Podcast. Seth shares his remarkable career journey from starting out with cold calling cold prospects to working with multi-million dollar accounts.

Seth discusses:

  • How he went from smiling and dialing cold calls to a hundred million dollar account
  • How his process has changed since he first started in the business
  • Next steps for his business to keep a lasting impression on his clients

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Are you looking for advice about what’s working to grow your business from an advisor who has tried it all?

In this episode, Brad Swineheart talks with Dean Thurman, co-founder of WhiteGlove and co-founder and senior partner of InvestWise Financial. Dean shares his expertise in building relationships through seminars and how he has found significant growth for his business over the past several years.

Dean discusses:

  • What he tired marketing wise, operation wise or entrepreneurial wise down pathway of growing his business
  • Three key tactics he implemented to embrace the hybrid working environment
  • His advice for seeing real business growth right away

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Brad Swineheart Whiteglove

Brad Swineheart Whiteglove

Be Advised — Leading with Value. In this podcast, we will focus on successful marketing methods for advisors that generate prospects and clients.