Episode 1 – Think Differently and Stand out from the Crowd

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!