99 Best Marketing Ideas

Ep20: A New Way to Serve Your Retiree Clients — with Bryce Hamilton

February 25, 2020 11:07 - 27 minutes - 31.6 MB

The path to retirement isn’t much different than climbing Mount Everest. Do you know how to help your clients brave the surprisingly most dangerous part of this journey? Our guest, Bryce Hamilton, is a marketing consultant for WealthVest and a partner at Vestus Group. Bryce is here to share powerful ways for advisors to support a retiree clientele in their greatest time of need. This conversation will teach you strategies for leading a seminar audience to your call-to-action, how to create ...

BONUS: Referrals Optimized - Leverage Your LinkedIn Advocates

January 30, 2020 23:21 - 17 minutes - 19.7 MB

Introductions are the most powerful form of word-of-mouth marketing. In this episode, hosts Stephen Boswell and Kevin Nichols, talk about how to use LinkedIn to leverage word-of-mouth marketing. LinkedIn helps you identify the people in your clients' networks that you'd most like to meet. In this episode you’ll learn: How to start an Advocate Search on LinkedIn How to identify introduction qualifiers The language needed to make an introduction request How to get introduced to your clie...

Ep19: Transforming Retirement Planning — with David McKnight

January 14, 2020 11:00 - 21 minutes - 24.3 MB

In 10 years, tax rates will likely be dramatically higher than they are today. What are you doing to help your clients protect their retirement? Our guest, David McKnight, author of a #1 Amazon best-seller “The Power of Zero,” is here with an action-prompting message for advisors and their clients around the tax freight train that’s bearing down on retirements. This conversation will teach you a necessary and ever-so timely way to think about retirement planning. In this episode, you’l...

Ep18: Being Highly Approachable — with David Littlejohn of Littlejohn Financial Services

December 10, 2019 10:03 - 28 minutes - 32.6 MB

Would your local market describe you and your team as highly approachable? Our guest, David Littlejohn of Littlejohn Financial Services has mastered the local market in ways many advisors dream of doing. Whether it’s tapping into referral sources, sharing his thought leadership through radio, or hosting parties, David has hit many home runs. How has he done this? At the bedrock of each of his successful marketing ideas is a brand voice that playfully humanizes his business. In this e...

Becoming the Talk of the Community — With Bryan Sweet, Founder of Sweet Financial Services

November 12, 2019 12:00 - 25 minutes - 23.6 MB

Sweet Financial Services recently hosted an event featuring Chris Gardner, the real-life inspiration for the movie “The Pursuit of Happyness.” Their motivational event drew in over 1700 community members. Plus, the firm made the cover of four newspapers and landed an interview with their local TV station. This isn’t a big firm by any means. So how did they manage to pull off an event of this scale? Our guest, Bryan Sweet, founder of Sweet Financial Services, graciously shares how this ...

Ep 17: Becoming the Talk of the Community — With Bryan Sweet, Founder of Sweet Financial Services

November 12, 2019 12:00 - 25 minutes - 23.6 MB

Sweet Financial Services recently hosted an event featuring Chris Gardner, the real-life inspiration for the movie “The Pursuit of Happyness.” Their motivational event drew in over 1700 community members. Plus, the firm made the cover of four newspapers and landed an interview with their local TV station. This isn’t a big firm by any means. So how did they manage to pull off an event of this scale? Our guest, Bryan Sweet, founder of Sweet Financial Services, graciously shares how this ...

Ep16: Attracting Your Ideal Customer — with Lonnie Gordon Ogulnick, CEO of Gordon Wealth

October 08, 2019 11:00 - 26 minutes - 30.4 MB

Lonnie Gordon Ogulnick has been an entrepreneur since he was a teenager selling baseball trading cards at the Nassau Coliseum. Today, Lonnie shares his expertise and experience as the founder and CEO of Gordon Wealth Financial Life Advisors and the tools he used to become successful in the industry. In this episode, you will learn: ● About Lonnie’s personal and professional background ● Why it’s not about under or over-performing, but instead about how you’re living your l...

BONUS: Referrals Optimized - Let Your Clients Know You're Open for Business

September 26, 2019 22:19 - 11 minutes - 13.5 MB

How do you let your customers know that you're accepting new business? In this episode, hosts Stephen Boswell and Kevin Nichols, talk about how it's hard for clients to refer if they don't know your capacity to add new relationships or the types of clients you serve best. Having these types of conversations with them can increase both the frequency and the quality of unsolicited referrals. In this episode you’ll learn: How to start your drip campaign to score referrals The exact phrasing...

Ep15: Stick to Your Strengths and Hire Out Your Weaknesses — with Andrew Van Buren, CEO of Aventus Wealth

September 10, 2019 11:00 - 29 minutes - 26.8 MB

Are you looking for no-strings-attached advice? If so, meet Andrew Van Buren, CEO of Aventus Wealth. In this episode of the 99 Best Marketing Ideas Podcast, Andrew shares his expertise as a CFP®, CTS™, and CEO, and highlights what makes his business focus so unique. In this episode, you will learn: ● What makes Aventus Wealth different from other financial companies ● How Andrew markets his unique business model ● Why Andrew thinks it’s important to stick to your stren...

Ep14: Marketing: It Starts with Your Brand — with Mark Pearson of NEPSIS

August 27, 2019 12:00 - 26 minutes - 36.2 MB

If you ask Mark Pearson, the founder, president, and chief investment officer of NEPSIS, a major key to marketing is developing a personal brand. Today, Mark joins Matt Halloran to share how he’s built his company’s marketing strategy from the ground-up, along with the importance of viewing marketing as an investment, and what he’s learned along the way. In this episode, you’ll learn: ● The problems that come when advisor’s brand is themselves ● How technology plays into m...

BONUS: Referrals Optimized - Know Your Centers of Influence

July 25, 2019 22:17 - 12 minutes - 16.9 MB

How can you get your COIs to refer business back to you? In this episode, hosts Stephen Boswell and Kevin Nichols, discuss why COI (center of influence) relationships work. They take you through several tips on how to get your COIs to refer business back to you. One out of five affluent investors found their financial advisor through another professional, so these referrals are important to your business. In this episode you’ll learn: When a direct approach is appropriate How to take a C...

E13: The Road to a Million Successful Seminars — With Jorge Villar, Partner and Founder of RME 360

July 09, 2019 08:43 - 30 minutes - 34.4 MB

Hosting a million seminars — that is something few finance marketers can say they’ve accomplished. In today’s podcast, we speak with Jorge Villar about his marketing experience, insights, and techniques that have helped him and his company, RME 360, achieve this impressive milestone and find overwhelming success in the industry. In this episode, you’ll learn: ● About the marketing strategies that Jorge uses to manage successful campaigns ● How he evaluates results in marke...

E12: You Are Unique, Let Your Audience Know — With Elijah Kovar and Austin Schmitt

June 11, 2019 16:00 - 35 minutes - 48.3 MB

We almost always focus on individuals who are achieving the extraordinary. However, today we're highlighting an entire firm that is practicing truly unique marketing techniques. Great Waters Financial continues to set themselves apart by applying innovative marketing strategies, which, when combined with their holistic approach to finances, creates a perfect model for success. In this episode you’ll learn: ● What makes Great Waters Financial different from other firms ● Th...

E11: Set Yourself Apart — With Jorge Gonzalez, President and Co-Founder of ERA Business Solutions

May 14, 2019 11:30 - 23 minutes - 27.1 MB

Knowing your unique selling points and building specialized knowledge about a particular area can separate you from other advisors. Today’s guest, Jorge Gonzalez, explains how he leveraged his network to build a one-of-a-kind system that makes his firm stand out in the finance industry. In this episode you’ll learn: ● About Jorge’s company’s unique approach as a one-stop-shop ● How his business partnerships gave him the motivation to build his one-of-a-kind practice ● ...

BONUS: Referrals Optimized - Why getting social is so important

April 25, 2019 22:14 - 15 minutes - 19.7 MB

How do your affluent clients perceive your relationship? In this episode, hosts Stephen Boswell and Kevin Nichols, discuss how beneficial it is to stay social with your clients. 74% of advisors feel as if they have a business and social relationship with their clients, yet only 29% of affluent clients feel that same way. So how can an advisor stay social with their clients? In this episode you’ll learn: Why getting social is so important The top 6 events to host that are correlated with ...

E10: Get Heard On the Radio — With Todd Hickman, Managing Partner at Asset Growth Associates

April 09, 2019 08:30 - 16 minutes - 23.3 MB

As with all good things, it takes clear intentions, time, and consistency to pull off great marketing. Today’s guest can speak to those points. Todd Hickman, managing partner at Asset Growth Associates is here to share marketing gems that will help you execute your strategies and consider testing out new mediums. In this episode you’ll learn: ● About Todd’s success with using radio as a marketing tool ● The importance of having an established presence for yourself or your ...

E9: Executing Marketing Ideas — With Marc Rogers, National Sales Manager at WealthVest

March 12, 2019 09:30 - 33 minutes - 45.6 MB

Marc Rogers, WealthVest’s national sales manager, has executed numerous marketing initiatives while working with top financial advisors across the U.S. Marc is here today to share the good and the bad, and how to avoid common mistakes when planning and implementing marketing strategies. In this episode you’ll learn: More about Marc’s trajectory and successful career How Marc cultivated relationships from the beginning of his career Strategies to keep in mind when planning any marketing i...

BONUS: Referrals Optimized - Sourcing the 7 Spheres

February 28, 2019 23:10 - 7 minutes - 10.3 MB

Help your clients help you. In this episode, hosts Stephen Boswell and Kevin Nichols, discuss how you can source the 7 Spheres. The 7 Spheres include the family, friends, colleagues, neighbors, organization members, recreation acquaintances, and professional associates of your clients. In this episode you’ll learn: What the 7 Spheres are and how you can use them How to frame your thinking around each client's spheres of influence Questions you can ask your clients to source names And m...

E8: Stop Overthinking It— with Kristen and Ed Judd of Five Rings Financial

February 12, 2019 12:30 - 35 minutes - 40.9 MB

Meet social-media savvy couple Kristen and Ed Judd of Five Rings Financial. This powerful duo experienced almost 50% growth in 2018, didn’t overthink their marketing strategies, and became “a little bit famous” along the way! In this episode, you will learn: ● How Ed quit his corporate job in front of 550 people to work with Kristen ● How Kristen and Ed manage to thrive as a couple while running a successful business ● Why Facebook Live is an essential part of the Judds’ m...

E7: Get to Know the Money Couple with Scott and Bethany Palmer

January 11, 2019 14:03 - 27 minutes - 34.2 MB

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 ...

E6: Igniting the Fire Within—with Sam Legaspi

December 12, 2018 15:22 - 23 minutes - 21.3 MB

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 t...

E5: Game Changers for Marketing to Young Professionals and Athletes—with Lauryn Williams

November 08, 2018 19:07 - 29 minutes - 33.4 MB

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 youn...

E4: Start Harnessing the Power of Niche Marketing

August 30, 2018 09:00 - 21 minutes - 24.6 MB

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 include...

E3: If You Don’t Believe It, No One Else Will

August 13, 2018 20:33 - 24 minutes - 27.5 MB

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.” The 99 Best Marketing Ideas is a podcast by WealthVest— a financial services marketing and distribution firm specializing in fixe...

E2: Pushing Your Practice Beyond Imagination – With Rebecca

June 12, 2018 13:09 - 18 minutes - 21.6 MB

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. The 99 Best Marketing Ideas is a podcast by We...

E1: Think Differently and Stand out from the Crowd

May 04, 2018 09:00 - 30 minutes - 34.4 MB

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...