E2: Pushing Your Practice Beyond Imagination – With Rebecca
06/12/18 • 18 min
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.
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.
Previous Episode
E1: Think Differently and Stand out from the Crowd
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.
Next Episode
E3: If You Don’t Believe It, No One Else Will
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.
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