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!

WealthVest: http://wealthvest.com/


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!