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 the world of marketing for financial advisors while exploring the value of webinars, meetings, and online messaging to further grow and develop your business.

Brad and Jeremy discuss:

• The benefits of moving towards a more virtual business model
• Some reasons why you might want to consider podcasting if you have clients who are not able to meet you in person
• The value of elevating your digital outreach (and digital footprint) game and ways it can help you (effectively) connect with clients in the virtual realm
• Ways advisors (like you!) can effectively leverage and manage your time by outsourcing your marketing efforts
• How to determine your marketing budget
• And more!

Resources:

• ProudMouth
• PodRocket Academy – ProudMouth
• LinkedIn: Matt Halloran

Connect with Jeremy Houser:

• LinkedIn: Jeremy Houser
• InsurMark
• Advisor Mentorship Program
• The Advisor Mentorship Podcast

Connect with Brad Swineheart:

• LinkedIn: Brad Swineheart
• Twitter: Brad Swineheart

About Our Guest:

As a trusted consultant and advisor to the financial professionals he serves, Jeremy Houser is committed to helping you professionalize all aspects of your practice and unlock your full potential.

In early 2018, Jeremy identified a clear gap in service and support for advisors across the nation and built the Advisor Mentorship Program (AMP) to address and close it. One of his passions within AMP is to help advisors refine their own processes and attract clients instead of chasing them.

Today, this pro­gram continues to help a select group of advisors stay focused on achieving consistent growth while adding value to their practice and de­veloping Business Alpha through the resources available through InsurMark.

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 marketing, helping them take their practice to the next level.

Discover how Susan takes the passion she sees in others to use it as a driving force to build her client’s brand while incorporating the personal touch to make their practice unique.

Brad and Susan discuss:

• Some ways you can keep up with your clients regularly while being mindful of their current life events
• How to elevate your LinkedIn profile
• The value of constantly updating your website and social profiles
• Strategies to diversify the content you produce according to your client’s age demographic
• Why giving away resources is more important than giving away information
• The importance of developing a content strategy
• And more!

Resources:

• LinkedIn: Samantha Russell

Connect with Susan Theder:

• stheder@fmgsuite.com
• LinkedIn: Susan Theder
• FMG Suite

Connect with Brad Swineheart:

• LinkedIn: Brad Swineheart
• Twitter: Brad Swineheart

About Our Guest:

Susan Theder is the Chief Marketing and Experience Officer at FMG Suite and a member of the company’s Senior Leadership Team. Susan emphasizes the importance of customer-focused strategies that leverage data and technology to deliver personalized and customized experiences that WOW.

She has a passion for helping financial professionals grow and market their businesses and is an active supporter of women and diversity initiatives. She was named CMO of the year by WealthManagement.com in 2019 and a Women to Watch by Investment News in 2019. Susan currently serves on the Board of Directors for SMARSH and ComplySci, both leading SaaS/RegTech companies serving the financial services industry.

Before joining FMG Suite, Susan served as Chief Marketing Officer at both Advisor Group and Cetera Financial Group, where she was responsible for all aspects of marketing and advisor marketing. Before that, she was a Managing Director at Pershing/BNY Mellon and held senior positions in marketing, product management, and practice management at Fidelity Investments.

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.

When navigating these changes, it’s common for consumers to skip over the fine print and not fully understand how their taxes will be affected. So, advisors, get ready to explore the world of taxes going into 2023 and how you can help your clients save on them.

Ed and Brad discuss:

• Ways the SECURE Act 2.0 is changing the regulations around RMDs
• Why high inflation can help us save on taxes
• What you should know about rollovers from 529 plans to Roth IRAs
• The importance of advisors supporting and assisting clients with their planning
• The value of building client-advisor relationships
• And more!

Resources:

• Books by Ed Slott

Connect with Ed Slott:

• LinkedIn: Ed Slott
• IRA Help

Connect with Brad Swineheart:

• LinkedIn: Brad Swineheart
• Twitter: Brad Swineheart

About Our Guest:

Ed Slott is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable, and entertaining advice. He has been named “The Best Source for IRA Advice” by The Wall Street Journal, and USA Today wrote, “It would be tough to find anyone who knows more about IRAs than CPA Slott.”