All posts by 99bestmarketingideas

Episode 16 – Meet Lonnie Gordon Ogulnick, CEO of Gordon Wealth

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 life
  • The role PR plays in your marketing
  • Marketing ideas that have worked well 
  • And more!

Tune in to this episode of the 99 Best Marketing Ideas Podcast now to pick up some tips for success and the importance of continuing education!

Resources:  WealthVest | OG Money Podcast on Instagram | Gordon Wealth | Book

Episode 15 – Meet Andrew Van Buren, CEO of Aventus Wealth

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 strengths and hire out your weaknesses
  • Why you should ask yourself, “What can we do to make this a ‘wow’ experience?”
  • How Andrew stays focused in business and in life
  • And more!

Tune in to this episode of the 99 Best Marketing Ideas Podcast to learn more about Andrew Van Buren and his strategies for building a successful practice!

Resources:  WealthVest | Andrew Van Buren LinkedIn | Andrew Van Buren Twitter | Nitty Gritty Podcast

Episode 14 — Marketing: It Starts with Your Brand — With Mark Pearson of NEPSIS

If you ask Mark Pearson, the founder, president, and chief investment officer of NEPSIS, a major key to marketing is sticking to your knitting.

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 marketing
  • The different marketing mediums Mark uses for NEPSIS
  • The biggest mistake advisors make with their marketing
  • Mark’s marketing advice for new advisors
  • And more!

Join Mark and Matt now as they uncover how Mark has successfully built the NEPSIS brand through strategic and committed marketing!

Resources:  WealthVest | NEPSIS: (952) 746-2003 | Invest With Clarity Podcast


Episode 13 – The Road to a Million Successful Seminars — With Jorge Villar, Partner and Founder of RME 360

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 marketing campaigns
  • Jorge’s outstanding approach to direct marketing
  • How his company leverages data to build on their marketing campaigns
  • Jorge’s approach to avoiding message saturation on his campaigns
  • And more!

Tune in now and learn more strategies to power your marketing and hit your goals.

Resources:  WealthVest | RME 360

Episode 12 – You Are Unique, Let Your Audience Know — With Great Waters Financial Founding Partner, Elijah Kovar and Vice President of Operations, Austin Schmitt

In our podcast, 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
  • The approach they take when planning with their clients
  • Which marketing initiatives they use to build their exposure
  • Why holding client appreciation events is a flawed approach to building relationships
  • Their recipe for throwing packed-house referral events
  • Unique strategies they use to maintain positive relationships with their clients
  • And more!

Tune in now and learn how to make a lasting impression on your clients and referrals.

Resources:  WealthVest | Great Waters Financial

Episode 11 – Set Yourself Apart — With Jorge Gonzalez, President and Co-Founder of ERA Business Solutions

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
  • What his company’s online institute does for clients
  • And more!

Tune in now and let Jorge’s story inspire you to find your unique value proposition.

Resources:  WealthVest | Jorge’s phone number: (954) 736-9098 | |


Episode 10 – Executing Marketing Ideas — With Todd Hickman, Managing Partner at Asset Growth Associates.

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 business
  • About the marketing strategies that Todd wouldn’t try again, and what he learned
  • What cultivating relationships with experienced advisors can do for your career
  • And more!

Tune in now and learn how to start playing the marketing game!

Resources:  WealthVest | Phone number:  (877) 595 9325 | Asset Growth Associates

Episode 9 – Executing Marketing Ideas — With Marc Rogers, National Sales Manager at WealthVest

This episode’s guest takes wholesaling to the next level.

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 initiative
  • Marc’s process for cultivating favorable introductions (i.e. referrals)
  • About the power of social media and podcasting as marketing tools
  • A piece of advice that Marc would give his younger self
  • And more!

Tune in now and learn how to take your marketing ideas to the next level!

Resources:  WealthVest | Phone number:  (877) 595 9325 | Marc Rogers’ LinkedIn Profile


Episode 8 – Stop Overthinking It— with Kristen and Ed Judd of Five Rings Financial

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’ marketing plan
  • About Kristen and Ed’s perspective on social media ROI
  • About the importance of having consistency in your marketing strategy
  • And more!

Tune in and now and discover a new way to build trust with your audience on social media!

Resources:  WealthVest | Five Rings Financial | Money Secrets Facebook

Episode 7 – Introducing The Money Couple—with Scott and Bethany Palmer

Meet Scott and Bethany Palmer, the energetic founders of The Money Couple and creators of the 5 Money Personalities. In this episode, Scott and Bethany give you an inside look at their unique program that equips advisors to cut down the divorce rate and help their clients enjoy healthy relationships.

In this episode you will learn:

  • About the event that inspired Scott and Bethany to create The Money Couple
  • What they’ve learned from their marketing missteps
  • How Scott and Bethany use the 5 Money Personalities to guide their financial advice and help spouses gain a better understanding of each other
  • How advisors can use the 5 Money Personalities assessment as a prospecting tool
  • And more!

Tune in and learn how The Money Couple’s approach can help you change your clients’ lives!

P.S: The Money Couple offers a discount in this podcast…listen now to find out how you can save on their service!

Resources: WealthVest | The Money Couple