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Episode 28: The Growth of Business in the Virtual World – With Brad Barrett

“There’s nothing worse than the unknown expert.” – Brad Barrett

As an advisor, it is important to not narrowly focus your marketing mix. It helps if you think bigger in terms of communicating and engaging with your clients.

In this episode, Brad Swineheart speaks with Brad Barrett, managing director and partner at One Capital Management, an independent private wealth advisory firm. Brad shares his business growth strategies, business obstacles and results by integrating new marketing strategies. 

Listen + learn about:

  • His first failures in the virtual world and how these shaped his future.
  • Overcoming the obstacle of adding webinars into his marketing mix.
  • The efficiencies of virtual meetings for clients.
  • The business opportunities he plans to focus on for the rest of 2021 into 2022.
  • And more!

Resources: White Glove | Brad Swineheart | Brad Barrett | One Capital Management

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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