Category Archives: Marketing

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

Episode 6 – Igniting the Fire Within—with Sam Legaspi

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

Episode 5 –  Game Changers for Marketing to Young Professionals and Athletes—with Lauryn Williams

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

Episode 4 – Start Harnessing the Power of Niche Marketing

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

Episode 3 – If You Don’t Believe It, No One Else Will

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!


Episode 2 – Pushing Your Practice Beyond Imagination – With Rebecca

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

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!