60 pippa.io 99 Best Marketing Ideas https://feed.pippa.io/public/shows/99-best-marketing-ideas en WealthVest financial advisor, investing, marketing, business, referral marketing, financial professionals, retirement, Lauryn Williams, Eszylfie Taylor, prospects, referrals, wholesaler, advisor WealthVest Bringing financial advisors the most cutting edge marketing strategies, WealthVest presents the 99 Best Marketing Ideas podcast. Bringing financial advisors the most cutting edge marketing strategies, WealthVest presents the 99 Best Marketing Ideas podcast. Bringing financial advisors the most cutting edge marketing strategies, WealthVest presents the 99 Best Marketing Ideas podcast. no WealthVest info+5be5a7a098e751981f2687c7@mg.pippa.io episodic https://assets.pippa.io/shows/5be5a7a098e751981f2687c7/show-cover.jpg https://feed.pippa.io/public/shows/99-best-marketing-ideas 99 Best Marketing Ideas https://feed.pippa.io/public/shows/99-best-marketing-ideas Episode 7 – Get to Know the Money Couple with Scott and Bethany Palmer Episode 7 – Get to Know the Money Couple with Scott and Bethany Palmer Fri, 11 Jan 2019 14:03:51 GMT 27:58 5c0ac42da121e3e56bdbc47c no http://pages.wealthvest.com/rs/482-PBN-233/images/39008%20-%20Podcast%20Educational%20One-Sheets.pdf full 1 7 On this episode of the 99 Best Marketing Ideas, listeners meet Scott and Bethany Palmer, the founders of The Money Couple and the developers of the Five Money Personalities.

 

In this episode you will learn:

 

●    How Scott and Bethany both got their respective starts in the financial sector and how the Money Couple came to be

●    Some of the missteps of the marketing for the Money Couple, and how Scott and Bethany grew from those mistakes

●    How the Money Couple work with clients on their finances as well as their relationships as they pertain to money

●    How the 5 Money Personalities help Scott and Bethany to understand the couples that they work with, and helps the couple to understand each other and their spending habits better

●    And more!

 

Check out this episode of the 99 Best Marketing Ideas podcast with Scott and Bethany Palmer, founders of the Money Couple.

 

P.S: The Money Couple offers a discount sometime in the podcast...check it out to find out how you can save on their service!

 

Resources

 

WealthVest | The Money Couple | Episode Guide

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On this episode of the 99 Best Marketing Ideas, listeners meet Scott and Bethany Palmer, the founders of The Money Couple and the developers of the Five Money Personalities.

 

In this episode you will learn:

 

●    How Scott and Bethany both got their respective starts in the financial sector and how the Money Couple came to be

●    Some of the missteps of the marketing for the Money Couple, and how Scott and Bethany grew from those mistakes

●    How the Money Couple work with clients on their finances as well as their relationships as they pertain to money

●    How the 5 Money Personalities help Scott and Bethany to understand the couples that they work with, and helps the couple to understand each other and their spending habits better

●    And more!

 

Check out this episode of the 99 Best Marketing Ideas podcast with Scott and Bethany Palmer, founders of the Money Couple.

 

P.S: The Money Couple offers a discount sometime in the podcast...check it out to find out how you can save on their service!

 

Resources

 

WealthVest | The Money Couple | Episode Guide

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Episode 6 – Igniting the Fire Within—with Sam Legaspi Episode 6 – Igniting the Fire Within—with Sam Legaspi Wed, 12 Dec 2018 15:22:14 GMT 23:19 5c0069ac9bd7585c45fb4c18 no https://shows.pippa.io/99-best-marketing-ideas/episode-6-igniting-the-fire-withinwith-sam-legaspi full 1 6 Meet Sam Legaspi, the founder of the Financial Liberty Project. In this episode of the 99 Best Marketing Ideas, Sam explains how focusing on his why has helped him identify his market and dominate it.

 

In this episode you will learn:

 

●    How Sam goes above and beyond for his clients to continually add value to the client relationship

●    What it looks like to focus on education vs. sales

●    How Sam and his team market their workshops to major corporations

●    Why having face time with potential clients is the best way to build your reputation in the finance industry

●    Why Sam believes that inspiration creates action

●    And more!

 

Tune in now to learn Sam’s strategies for staying why-focused and cornering the market!

 

Resources:

 

WealthVest | Start with Why TEDx Talk by Simon Sinek

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Meet Sam Legaspi, the founder of the Financial Liberty Project. In this episode of the 99 Best Marketing Ideas, Sam explains how focusing on his why has helped him identify his market and dominate it.

 

In this episode you will learn:

 

●    How Sam goes above and beyond for his clients to continually add value to the client relationship

●    What it looks like to focus on education vs. sales

●    How Sam and his team market their workshops to major corporations

●    Why having face time with potential clients is the best way to build your reputation in the finance industry

●    Why Sam believes that inspiration creates action

●    And more!

 

Tune in now to learn Sam’s strategies for staying why-focused and cornering the market!

 

Resources:

 

WealthVest | Start with Why TEDx Talk by Simon Sinek

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Episode 5 –  Game Changers for Marketing to Young Professionals and Athletes—with Lauryn Williams Episode 5 –  Game Changers for Marketing to Young Professionals and Athletes—with Lauryn Williams Thu, 08 Nov 2018 19:07:25 GMT 29:13 http://99bestmarketingideas.blubrry.net/?p=33 no https://shows.pippa.io/99-best-marketing-ideas/episode-5-game-changers-for-marketing-to-young-professionals Lauryn Williams, a four-time Olympian and CERTIFIED  FINANCIAL PLANNER™ professional, is a force of energy in the financial planning world. Most financial planners are overlooking a huge demographic, and their oversight is Lauryn’s gain—she’s out there... full 1 5 Lauryn Williams, a four-time Olympian and Certified Financial Planner professional, is a force of energy in the financial planning world.

Most financial planners are overlooking a huge demographic, and their oversight is Lauryn’s gain—she’s out there serving this group and building lifelong relationships.

In this episode, you’ll learn:

  • Why Lauryn decided to become a financial adviser after her 10-year career as a professional athlete
  • The modular planning approach that she takes with young professionals and professional athletes
  • How Lauryn makes connections with her target market
  • The best marketing idea that Lauryn is implementing right now
  • A marketing strategy that she will never use again
  • Advice to help solopreneurs expand their network
  • Lauryn’s advice for new financial planners

Tune in now to learn Lauryn Williams’ cutting-edge marketing strategies for reaching a young demographic!

Resources: WealthVest | Worth Winning

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Lauryn Williams, a four-time Olympian and Certified Financial Planner professional, is a force of energy in the financial planning world.

Most financial planners are overlooking a huge demographic, and their oversight is Lauryn’s gain—she’s out there serving this group and building lifelong relationships.

In this episode, you’ll learn:

  • Why Lauryn decided to become a financial adviser after her 10-year career as a professional athlete
  • The modular planning approach that she takes with young professionals and professional athletes
  • How Lauryn makes connections with her target market
  • The best marketing idea that Lauryn is implementing right now
  • A marketing strategy that she will never use again
  • Advice to help solopreneurs expand their network
  • Lauryn’s advice for new financial planners

Tune in now to learn Lauryn Williams’ cutting-edge marketing strategies for reaching a young demographic!

Resources: WealthVest | Worth Winning

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Episode 4 – Start Harnessing the Power of Niche Marketing Episode 4 – Start Harnessing the Power of Niche Marketing Thu, 30 Aug 2018 09:00:42 GMT 21:32 http://99bestmarketingideas.blubrry.net/?p=26 no https://shows.pippa.io/99-best-marketing-ideas/5be5a7a7f8bfed2437ba71ee On today’s episode, guest Christopher Hensley shares his secrets to gaining loyalty and establishing social proof within a niche audience. Christopher is a financial advisor and president of Houston First Financial Group. On today’s episode, guest Christopher Hensley shares his secrets to gaining loyalty and establishing social proof within a niche audience. Christopher is a financial advisor and president of Houston First Financial Group. He also hosts a radio show and podcast called Money Matters Radio.

Christopher discusses why he stopped trying to be all things to all people—and why he now specializes in servicing educators. Tune in and learn about Christopher’s proven marketing strategies, which includes targeted email marketing and sticking with no-frills seminars. He also shares his perspective on podcasting and focusing on local centers of influence.

It’s time to tap into the power of niche-focused marketing!

Resources: WealthVest Website

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On today’s episode, guest Christopher Hensley shares his secrets to gaining loyalty and establishing social proof within a niche audience. Christopher is a financial advisor and president of Houston First Financial Group. He also hosts a radio show and podcast called Money Matters Radio.

Christopher discusses why he stopped trying to be all things to all people—and why he now specializes in servicing educators. Tune in and learn about Christopher’s proven marketing strategies, which includes targeted email marketing and sticking with no-frills seminars. He also shares his perspective on podcasting and focusing on local centers of influence.

It’s time to tap into the power of niche-focused marketing!

Resources: WealthVest Website

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Episode 3 – If You Don’t Believe It, No One Else Will Episode 3 – If You Don’t Believe It, No One Else Will Mon, 13 Aug 2018 20:33:49 GMT 24:01 http://99bestmarketingideas.blubrry.net/?p=22 no https://shows.pippa.io/99-best-marketing-ideas/5be5a7a7f8bfed2437ba71ef Today on the 99 Best Marketing Ideas Podcast, Matt Halloran has a candid conversation with with Taylor, a fiery and energetic financial advisor who believes in prospecting like he breathes. Taylor shares his dynamic approach to prospecting, Today on the 99 Best Marketing Ideas Podcast, Matt Halloran has a candid conversation with with Taylor, a fiery and energetic financial advisor who believes in prospecting like he breathes.

Taylor shares his dynamic approach to prospecting, why he’s a believer in setting micro-goals, and why he believes that he is “probably the biggest failure you’ve ever met.”  

Tune in! Taylor has a contagious amount of energy that is sure to inspire you. Tune in to hear his inspiring story and learn prospecting keys that you can start using today!

WealthVest: http://wealthvest.com/

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Today on the 99 Best Marketing Ideas Podcast, Matt Halloran has a candid conversation with with Taylor, a fiery and energetic financial advisor who believes in prospecting like he breathes.

Taylor shares his dynamic approach to prospecting, why he’s a believer in setting micro-goals, and why he believes that he is “probably the biggest failure you’ve ever met.”  

Tune in! Taylor has a contagious amount of energy that is sure to inspire you. Tune in to hear his inspiring story and learn prospecting keys that you can start using today!

WealthVest: http://wealthvest.com/

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Episode 2 – Pushing Your Practice Beyond Imagination – With Rebecca Episode 2 – Pushing Your Practice Beyond Imagination – With Rebecca Tue, 12 Jun 2018 13:09:37 GMT 18:51 http://99bestmarketingideas.blubrry.net/?p=16 no https://shows.pippa.io/99-best-marketing-ideas/5be5a7a7f8bfed2437ba71f0 Today, Rebecca shares why she chose to become a financial advisor and what makes her practice unique. She takes great pride in her client relationships, and always remembers the importance of culture within her team. Most importantly, Today, Rebecca shares why she chose to become a financial advisor and what makes her practice unique. She takes great pride in her client relationships, and always remembers the importance of culture within her team. Most importantly, Rebecca explains how she has used networking and referrals to push her practice beyond her imagination and into the next level. If you’re looking for a fresh restart on your career, this is a great place to start.

You don’t want to miss out on this powerhouse of an episode. Tune in to find out how you can use Rebecca's marketing ideas to grow your practice.

Contact us: WealthVest

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Today, Rebecca shares why she chose to become a financial advisor and what makes her practice unique. She takes great pride in her client relationships, and always remembers the importance of culture within her team. Most importantly, Rebecca explains how she has used networking and referrals to push her practice beyond her imagination and into the next level. If you’re looking for a fresh restart on your career, this is a great place to start.

You don’t want to miss out on this powerhouse of an episode. Tune in to find out how you can use Rebecca's marketing ideas to grow your practice.

Contact us: WealthVest

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Episode 1 – Think Differently and Stand out from the Crowd Episode 1 – Think Differently and Stand out from the Crowd Fri, 04 May 2018 09:00:20 GMT 30:03 http://99bestmarketingideas.blubrry.net/?p=4 no https://shows.pippa.io/99-best-marketing-ideas/5be5a7a7f8bfed2437ba71f1 Do you want to think differently? Stand out from your competition? Welcome to the first episode of the WealthVest podcast. Today, host Matt Halloran introduces Kelly, a financial marketing expert who is based out of Washington D.C. Do you want to think differently? Stand out from your competition?

Welcome to the first episode of the WealthVest podcast. Today, host Matt Halloran introduces Kelly, a financial marketing expert who is based out of Washington D.C. Matt and Kelly discuss the beginning of Kelly’s career and how he became a more effective marketer for financial advisors.

By reinvesting in your company, catching clients’ attention, and using foresight, you can begin to make astute and strategic decisions that will help your business grow.  

Tune in to find out how you can apply these tips within your own practice!

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Do you want to think differently? Stand out from your competition?

Welcome to the first episode of the WealthVest podcast. Today, host Matt Halloran introduces Kelly, a financial marketing expert who is based out of Washington D.C. Matt and Kelly discuss the beginning of Kelly’s career and how he became a more effective marketer for financial advisors.

By reinvesting in your company, catching clients’ attention, and using foresight, you can begin to make astute and strategic decisions that will help your business grow.  

Tune in to find out how you can apply these tips within your own practice!

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