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Podcast: Registered Investment Advisor Podcast
Episode: White Glove Client Acquisition
Description: Brad Swineheart – The Insurance Marketing Organization Podcast with Seth GreeneEpisode005Brad SwineheartBrad 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...