Tag Archives: WealthVest

Episode 20 – A New Way to Think About Serving Your Retiree Clients — With Bryce Hamilton

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 a smooth system for onboarding new clients, and how to give your clients support that goes beyond finances.  

In this episode, you’ll learn:

  • An example of how to create a seminar that overcomes every objection to your call-to-action 
  • What part of retirement is, perhaps surprisingly, the most dangerous for retirees
  • What Bryce is doing to help clients learn skills that fall outside of the financial realm
  • About Vestus Group’s time-efficient and client-centric onboarding process
  • Why Bryce doesn’t blink at giving free plans to prospective clients 
  • His advice for new agents and advisors
  • And more!

Tune in now to learn powerful ways to help your clients during the most anticipated journey of their lives. 


WealthVest | Vestus Group | Bryce Hamilton’s LinkedIn | Income Solver

Episode 18 – Being “Politely Irreverent” and Highly Approachable — With David Littlejohn of Littlejohn Financial Services

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 episode, you’ll learn:

  • How long it took Littlejohn Financial Services to become the go-to place for financial education
  • What marketing ideas didn’t work out for David
  • David’s advice for throwing anticipated and memorable parties
  • How he humanizes his firm by being “politely irreverent”
  • What motivates David to keep working hard every day
  • And more!

Tune in now and get fired up to organize an event that will give your community a lasting impression of your firm!

Resources:  WealthVest | Littlejohn Financial Services | Littlejohn Financial Services Facebook Page

Episode 17 – Becoming the Talk of the Community — With Bryan Sweet, Founder of Sweet Financial Services

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 buzzworthy event came together. Bryan also shares why he is a believer in mastermind groups, a new way to think about being consistent in your messaging, and why he credits his marketing success to his team.

In this episode, you’ll learn:

  • What Bryan’s team did to promote their event
  • What organization Bryan used to get amazing exposure for their event
  • How the concept of “who” versus “how” can drastically change your approach to new projects
  • What to do when you’re not seeing results from your paid ads
  • And more!

Tune in now and get fired up to organize an event that will give your community a lasting impression of your firm!

Resources:  WealthVest | Sweet Financial Services | Leverage | The Ultimate Advisor Podcast | Ultimate Advisor Coaching

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 | jorge@erabizsolutions.com | www.erabizsolutions.com


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