Brad Swineheart’s guide to gender inclusion in financial advice Episode 51
Episode Summary
In this episode, Christine Shaw is joined by Brad Swineheart, senior vice president of business development at White Glove, a tech-enabled marketing services company dedicated to helping financial advisers grow their business. Christine and Brad discuss the importance of male allyship and how Brad uses his platform to create a more gender-inclusive industry.
Episode Notes
We discuss:
• The meaning behind a proactive male ally.
• Cultivating the right work culture to incorporate male allyship.
• How White Glove’s services help drive more opportunities for women in our industry.
• Specific topics or content that resonates best with women.
• Tips for creating a speaker faculty that is diverse and inclusive.
Tune in to learn about Brad Swineheart and his tips for male allyship, along with White Glove’s mission to attract more women to the industry!
Resources: InvestmentNews | Christine Shaw | White Glove | Brad Swineheart |
Guest bio: Host and creator of a leading financial adviser podcast, Be Advised, and NASDAQ contributor, Brad enjoys amplifying industry innovations and expertise. Over the past five years, Brad has significantly contributed to the success of White Glove — joining White Glove in its infancy, which allowed the company to service more than 10,000 financial professionals and educate more than 500,000 potential clients. In his current role as senior vice president of business development, Brad creates strategic partnerships with financial institutions all across the U.S. and Canada. He is dedicated to helping firms exceed revenue goals organically with strategies to generate new prospects for their financial professionals. Brad has spent most of his life living on the coasts of Michigan. He is a fitness enthusiast, and also enjoys fiction writing and playing a bit of guitar to relax
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Her Success Matters: Brad Swineheart, SVP of Business Development, White Glove
Recording: Wednesday, June 23, 3:00 PM ET
Welcome to Her Success Matters! For today’s episode we are going to cover the importance of male allyship and how one executive uses his platform to create a more gender inclusive industry.
With us is Brad Swineheart, senior vice president of business development at White Glove.
White Glove is a tech-enabled marketing services company dedicated to helping financial advisers grow their business.
Brad, we are so thrilled to have you join us — welcome to Her Success Matters!
Talking points:
Please tell us more about you and your role with White Glove!
Let’s jump into the topic of male allyship. Please share with us what being a proactive ally means to you?
In your day to day how are you cultivating the right work culture to incorporate male allyship?
What do you think holds some men back from becoming proactive allies?
Will you share how White Glove’s services help drive more opportunities for women in our industry?
Why do women have an edge as great financial advisers?
Will you talk to us about the women-focused content you and White Glove produce?
What are some specific topics or content that resonates best with women?
Please tell us about the importance of education to drive more women to the industry?
White Glove curates content for webinars and conferences to help advisers. Will you share tips for creating a speaker faculty that is diverse and inclusive?
Looking ahead, what are some of the new projects you’re working on to continuously help create a more gender inclusive industry?
How can listeners get in touch with you or follow you on social media?
Brad, my final question, tell us why “HER SUCCESS MATTERS”
WRAP: Christine offers key takeaways to summarize our conversation.
Background:
Get to know Brad on his podcast: https://whiteglove.com/episode-1-get-to-know-brad-swineheart-2/