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Episode 20: Your Time Is Ticking – With Ed Slott

“Whether it’s a birth, death or marriage, you should know what’s going on in your client’s life, if you want to provide high value services.” – 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 opportunity for advisors to help existing clients and prospects by educating them, building relationships and having strong communication.

Listen + learn about:

  • Ed Slott’s book The Retirement Savings Time Bomb.
  • What advisors should pay attention to when communicating with clients and prospects.
  • How to give your clients or prospects something to talk about.
  • What advisors can do to help their clients understand the changes happening now.
  • And more!

Tune in to learn more about how to be a valuable resource as an advisor with Ed Slott!

Resources: White Glove | Brad Swineheart | Ed Slott | The Retirement Savings Time Bomb

White Glove is proud to present Be Advised – Leading with Value. In this podcast, we focus on successful marketing methods for advisors that generate prospects and clients.

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