99 Best Marketing Ideas

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.  Resources: WealthVest | Vestus Group | Bryce Hamilton’s LinkedIn | Income Solver Hosted on Acast. See acast.com/privacy for more information.

Introductions are the most powerful form of word-of-mouth marketing.In this episode, hosts Stephen Boswell and Kevin Nichols, talk about how to use LinkedIn to leverage word-of-mouth marketing. LinkedIn helps you identify the people in your clients' networks that you'd most like to meet.In this episode you’ll learn:How to start an Advocate Search on LinkedInHow to identify introduction qualifiersThe language needed to make an introduction requestHow to get introduced to your clients' digital connections in personAnd more!Tune in now and learn how to let clients know you're open for new business.Resources:WealthVest | The Oechsli Institute | Advisor Coaching | Educational WorksheetIf you haven’t already, please review us on iTunes. It’s an important way to help new listeners discover the show. Hosted on Acast. See acast.com/privacy for more information.

In 10 years, tax rates will likely be dramatically higher than they are today. What are you doing to help your clients protect their retirement?Our guest, David McKnight, author of a #1 Amazon best-seller “The Power of Zero,” is here with an action-prompting message for advisors and their clients around the tax freight train that’s bearing down on retirements. This conversation will teach you a necessary and ever-so timely way to think about retirement planning.  In this episode, you’ll learn: ●    Why David says that the true purpose of a retirement account isn’t to give us tax deductions●    How to engage someone who seems apathetic about tax rates●    How to teach your clients about the power of zero●       How to use the power of zero in your prospecting — and why it’s an influential approach●    Words of advice about creating a selling system that’s predictable, sustainable, and repeatable●    And more!Tune in now to learn how you can encourage your prospects and clients to harness the power of zero! Resources: WealthVest | The Power of Zero | The Power of Zero by David McKnight | The Power of Zero movie | How a Venue Change Can Help Your MarketingCorrection: The website David mentions is tugg.com and not tugg.net. Hosted on Acast. See acast.com/privacy for more information.

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●    Why webinars weren’t a successful marketing tactic for David●    David’s advice for throwing anticipated and memorable parties●    The power behind giving your clients an option in your marketing●    How he humanizes his firm by being “politely irreverent”●    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 | How Language Affects Your Marketing Hosted on Acast. See acast.com/privacy for more information.

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 | How to Host Your Own Client Event | Sweet Financial Services | Leverage | The Ultimate Advisor Podcast | Ultimate Advisor Coaching Hosted on Acast. See acast.com/privacy for more information.

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●    How to attract your ideal customer 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 Hosted on Acast. See acast.com/privacy for more information.

How do you let your customers know that you're accepting new business?In this episode, hosts Stephen Boswell and Kevin Nichols, talk about how it's hard for clients to refer if they don't know your capacity to add new relationships or the types of clients you serve best. Having these types of conversations with them can increase both the frequency and the quality of unsolicited referrals.In this episode you’ll learn:How to start your drip campaign to score referralsThe exact phrasing to let clients know you're ready for more businessHow to create an ideal client profileHow to frame conversations so clients know you're doing well but are still accepting new clientsAnd more!Tune in now and learn how to let clients know you're open for new business.Resources:WealthVest | The Oechsli Institute | Advisor Coaching | Educational WorksheetIf you haven’t already, please review us on iTunes. It’s an important way to help new listeners discover the show. Hosted on Acast. See acast.com/privacy for more information.

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 Hosted on Acast. See acast.com/privacy for more information.

If you ask Mark Pearson, the founder, president, and chief investment officer of NEPSIS, a major key to marketing is developing a personal brand. 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 power of impressions over other metrics●    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 | How to Brand Your Business Hosted on Acast. See acast.com/privacy for more information.

How can you get your COIs to refer business back to you?In this episode, hosts Stephen Boswell and Kevin Nichols, discuss why COI (center of influence) relationships work. They take you through several tips on how to get your COIs to refer business back to you. One out of five affluent investors found their financial advisor through another professional, so these referrals are important to your business.In this episode you’ll learn:When a direct approach is appropriateHow to take a COI through your processWhat strategies to put in place to stand outWhen to drop a COI partnershipAnd more!Tune in now and learn how to take your COI relationships to the next level.Resources:WealthVest | The Oechsli Institute | Advisor Coaching | Educational WorksheetIf you haven’t already, please review us on iTunes. It’s an important way to help new listeners discover the show. Hosted on Acast. See acast.com/privacy for more information.

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! Resources:WealthVest | RME 360 | Hosting Your Own Successful EventThe 99 Best Marketing Ideas is a podcast by WealthVest— a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support and products that financial professionals need, to provide their clients a predictable retirement that has their best interest in mind.If you haven’t already, please review us on iTunes. It’s an important way to help new listeners discover the show.Don’t forget to follow us on Facebook or Instagram (@wealthvest).For more info, please visit www.wealthvest.com. Hosted on Acast. See acast.com/privacy for more information.

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!  Resources:WealthVest | Great Waters Financial | Educational WorksheetThe 99 Best Marketing Ideas is a podcast by WealthVest— a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support and products that financial professionals need, to provide their clients a predictable retirement that has their best interest in mind.If you haven’t already, please review us on iTunes. It’s an important way to help new listeners discover the show.Don’t forget to follow us on Facebook or Instagram (@wealthvest).For more info, please visit www.wealthvest.com. Hosted on Acast. See acast.com/privacy for more information.

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 | Educational WorksheetThe 99 Best Marketing Ideas is a podcast by WealthVest— a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support and products that financial professionals need, to provide their clients a predictable retirement that has their best interest in mind.If you haven’t already, please review us on iTunes. It’s an important way to help new listeners discover the show.Don’t forget to follow us on Facebook or Instagram (@wealthvest).For more info, please visit www.wealthvest.com. Hosted on Acast. See acast.com/privacy for more information.

How do your affluent clients perceive your relationship?In this episode, hosts Stephen Boswell and Kevin Nichols, discuss how beneficial it is to stay social with your clients. 74% of advisors feel as if they have a business and social relationship with their clients, yet only 29% of affluent clients feel that same way. So how can an advisor stay social with their clients?In this episode you’ll learn:Why getting social is so importantThe top 6 events to host that are correlated with referralsWhat information you should know about your clients9 specific steps to get to know your clientsAnd more!Tune in now and learn how to take your marketing ideas to the next level!Resources:WealthVest | The Oechsli Institute | Advisor Coaching | Educational WorksheetIf you haven’t already, please review us on iTunes. It’s an important way to help new listeners discover the show. Hosted on Acast. See acast.com/privacy for more information.

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! Resources: WealthVest | Phone number: (877) 595 9325 | Asset Growth Associates | Episode GuideThe 99 Best Marketing Ideas is a podcast by WealthVest— a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support and products that financial professionals need, to provide their clients a predictable retirement that has their best interest in mind.If you haven’t already, please review us on iTunes. It’s an important way to help new listeners discover the show.Don’t forget to follow us on Facebook or Instagram (@wealthvest).For more info, please visit www.wealthvest.com. Hosted on Acast. See acast.com/privacy for more information.

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 careerHow Marc cultivated relationships from the beginning of his careerStrategies to keep in mind when planning any marketing initiativeMarc’s process for cultivating favorable introductions (i.e. referrals)About the power of social media and podcasting as marketing toolsA piece of advice that Marc would give his younger selfAnd more!Resources:WealthVest | Phone number: (877) 595 9325 | Marc Rogers' LinkedIn ProfileThe 99 Best Marketing Ideas is a podcast by WealthVest— a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support and products that financial professionals need, to provide their clients a predictable retirement that has their best interest in mind.If you haven’t already, please review us on iTunes. It’s an important way to help new listeners discover the show.Don’t forget to follow us on Facebook or Instagram (@wealthvest).For more info, please visit www.wealthvest.com. Hosted on Acast. See acast.com/privacy for more information.

Help your clients help you.In this episode, hosts Stephen Boswell and Kevin Nichols, discuss how you can source the 7 Spheres. The 7 Spheres include the family, friends, colleagues, neighbors, organization members, recreation acquaintances, and professional associates of your clients.In this episode you’ll learn:What the 7 Spheres are and how you can use themHow to frame your thinking around each client's spheres of influenceQuestions you can ask your clients to source namesAnd more!Tune in now and learn how to take your marketing ideas to the next level!Resources:WealthVest | The Oechsli Institute | Advisor Coaching | Educational WorksheetIf you haven’t already, please review us on iTunes. It’s an important way to help new listeners discover the show. Hosted on Acast. See acast.com/privacy for more information.

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! Resources:WealthVest | Five Rings Financial | Money Secrets Facebook | How to Use Facebook LiveThe 99 Best Marketing Ideas is a podcast by WealthVest— a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support and products that financial professionals need, to provide their clients a predictable retirement that has their best interest in mind.If you haven’t already, please review us on iTunes. It’s an important way to help new listeners discover the show.Don’t forget to follow us on Facebook or Instagram (@wealthvest).For more info, please visit www.wealthvest.com. Hosted on Acast. See acast.com/privacy for more information.

On this episode of the 99 Best Marketing Ideas, listeners meet Scott and Bethany Palmer, the founders of The Money Couple and the developers of the Five Money Personalities. In this episode you will learn: ●    How Scott and Bethany both got their respective starts in the financial sector and how the Money Couple came to be●    Some of the missteps of the marketing for the Money Couple, and how Scott and Bethany grew from those mistakes●    How the Money Couple work with clients on their finances as well as their relationships as they pertain to money●    How the 5 Money Personalities help Scott and Bethany to understand the couples that they work with, and helps the couple to understand each other and their spending habits better●    And more! P.S: The Money Couple offers a discount sometime in the podcast...check it out to find out how you can save on their service! Resources WealthVest | The Money Couple | Episode GuideThe 99 Best Marketing Ideas is a podcast by WealthVest— a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support and products that financial professionals need, to provide their clients a predictable retirement that has their best interest in mind.If you haven’t already, please review us on iTunes. It’s an important way to help new listeners discover the show.Don’t forget to follow us on Facebook or Instagram (@wealthvest).For more info, please visit www.wealthvest.com. Hosted on Acast. See acast.com/privacy for more information.

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! Resources: WealthVest | Start with Why TEDx Talk by Simon SinekThe 99 Best Marketing Ideas is a podcast by WealthVest— a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support and products that financial professionals need, to provide their clients a predictable retirement that has their best interest in mind.If you haven’t already, please review us on iTunes. It’s an important way to help new listeners discover the show.Don’t forget to follow us on Facebook or Instagram (@wealthvest).For more info, please visit www.wealthvest.com. Hosted on Acast. See acast.com/privacy for more information.