• Travis Parry

Ep 18: Making Good Advisors into Great CEOs with Cory Swain

Updated: Jan 19

What makes a good advisor a great CEO? On today’s episode, Cory Swain joins us to discuss balance, marketing, and delegation.


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Today, Cory Swain, the Vice President of Advisor Development at Advisors Excel, joins us. He’s helping advisors improve their marketing tactics while scaling their business. Cory and his wife have been married for over ten years and have three children. In his free time, he enjoys surfing and traveling.

Cory finds balance and synergy by involving his spouse in his career journey. Family life and work-life don’t have to be separate for Cory. He finds the more his family understands his work, the more time they spend together. A lot of us struggle with delegation when our businesses start to grow. But the next thing you know, you are spreading yourself too thin. Cory is helping good advisors become great CEOs through marketing, delegation, and balance. What we further discuss in today’s episode:

  • Having a bigger purpose when we set goals

  • Why advisors struggle with delegation, hiring, and running a business

  • Finding the things you love to do and learning to let go of the rest

  • How marketing has changed since 2020 and what the future holds

  • What factors make an advisor successful in virtual work


Timestamps:

1:12 – Living in Kansas, but loving to surf

3:52 – Cory’s definition of balance

5:51 – Understanding why we are here

7:58 – Struggles advisors face

10:40 – Having a hard time letting go

14:40 – Learning to let go

16:28 – Marketing changes after 2020

19:30 – Balance when working from home

25:53 – Cory’s marketing approach

27:17 – Things you can do differently

30:00 – Contacting Cory and The Proven Way


Resources:

Learn more: Cory Swain and The Proven Way

Email: travis@travisparry.com

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