Ep 05 White Glove Client Acquisition

Brad Swineheart – The Insurance Marketing Organization Podcast with Seth GreeneEpisode005Brad Swineheart Brad has helped grow the client success team at White Glove from 12 employees to more than 50 highly trained seminar coaches and account managers. His leadership has helped guide this team to service thousands of advisors who have hosted upwards of 20,000 in-person and virtual seminars, facilitating over 500k client introductions. In his primary role, Brad now oversees creating strategic partnerships with financial institutions all across the US and Canada. He spends his time connecting with decision makers and C-level executives at financial firms and other professional service companies to build relationships on behalf of White Glove. Brad is committed to helping advisors grow their bottom lines while removing them from the bulk of the work and shielding them from the financial risk. His years of experience with helping advisors succeed with White Glove’s Quadruple Guaranteed in-person seminars has translated to two of the company’s latest platforms: White Glove Webinars, our done-for-you platform that’s helping advisors continue to educate their communities and virtually connect with prospects, and White Glove Social Connect, the social impression management tool that leverages hand-picked news articles and user reading habits to create meaningful digital touch points with advisors’ clients and prospects via social media and email. Listen to this insightful episode with Rachel and Bruce, chock-full of valuable financial tips: Here is what to expect on this week’s show: Mistakes and smart moves made by financial advisors during the pandemic ● How marketing and advertising changed in the COVID era, and vaccine era ● Why a good advisor is valuable for an IMO in volatile times ● A look into White Glove’s business model Connect with Brad: Links Mentioned: https://whiteglove.com/ Guest Contact Info: LinkedIn: https://www.linkedin.com/in/bradswineheart