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

The 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 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!

The 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.

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.” 

The 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.

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.

The 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.

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. 

The 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.