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99 Best Marketing Ideas

Bringing financial advisors the most cutting-edge marketing strategies

Bringing financial advisors the most cutting edge marketing strategies, WealthVest presents the 99 Best Marketing Ideas podcast.
2019-7-9

E13: The Road to a Million Successful Seminars — With Jorge Villar, Partner and Founder of RME 360

Season 1, Ep. 13

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 Event


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.

2019-6-11

E12: You Are Unique, Let Your Audience Know — With Elijah Kovar and Austin Schmitt

Season 1, Ep. 12

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 Worksheet


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.

2019-5-14

E11: Set Yourself Apart — With Jorge Gonzalez, President and Co-Founder of ERA Business Solutions

Season 1, Ep. 11

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 Worksheet


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.