Episode 151: Restarting and Reinventing Seminars With Brad Swineheart

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Financial planning seminars. “The king is dead. Long live the king.” In person seminars ground to a halt in 2020. Now they are back – but probably forever changed. Brad Swineheart — SVP of Business Development at White Glove talks with today about how firms successfully pivoted during rough times and what success will look like in the future.

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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.

Ashley SaundersEpisode 151: Restarting and Reinventing Seminars With Brad Swineheart

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