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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.

2019-4-9

E10: Get Heard On the Radio — With Todd Hickman, Managing Partner at Asset Growth Associates

Season 1, Ep. 10

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 Guide


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.

2019-3-12

E9: Executing Marketing Ideas — With Marc Rogers, National Sales Manager at WealthVest

Season 1, Ep. 9

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 career
  • How Marc cultivated relationships from the beginning of his career
  • Strategies to keep in mind when planning any marketing initiative
  • Marc’s process for cultivating favorable introductions (i.e. referrals)
  • About the power of social media and podcasting as marketing tools
  • A piece of advice that Marc would give his younger self
  • And more!


Resources:

WealthVest | Phone number: (877) 595 9325 | Marc Rogers' LinkedIn Profile


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.