24 min
Episode 20: Garrett Gunderson The Entrepreneurial Wealth Manager Podcast
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- Business
You’ll learn how Garrett Gunderson helps his clients gain control over their cash flow and mitigate their risk with investments and all facets of their business. Also, Garrett explains how he built a team of experts just like the Rockefellers had and how you as an Advisor can do the same and help your clients create cash flow and protect themselves.
OUTLINE
- Garrett discusses Cash Flow management and the principals of being a Financial Planner
- Garrett also explains the benefits of building a financial team to mitigate risk and create cash flow for your clients
- Garrett teaches you as an advisor how to build your own financial team
- He also discusses how to build a financial plan the right way
- Last he teaches you the framework to build a client pool based on value and principals to help them achieve their goals.
SUMMARY
Garrett Gunderson is the Founder and Chief Wealth Architect of Wealth Factory, and New York Times bestselling author of Killing Sacred Cows: Overcoming the Financial Myths That Are Destroying Your Prosperity and best selling author of What Would the Rockefellers Do? How the wealthy get and stay that way and how you can too. Forbes.com and Entrepreneur.com contributor.
RESOURCES
https://wealthfactory.com/
www.forbes.com/garrettgunderson
https://www.facebook.com/garrett.gunderson
https://www.linkedin.com/in/garrett-gunderson
ABOUT THIS PODCAST
Are you a wealth manager or financial advisor who wants to grow your clientele and attract more affluent clients? Join host Scott Sillari for in-depth interviews with wealth managers & Coaches/Trainers striving to help you build your business in the right way. You’ll learn the best client attraction and business building strategies working with your colleagues so you build a sustainable and profitable financial advisory firm. Interviews are 100% educational and packed with helpful, educational content. Brought to you by Vyral Marketing – a marketing firm for entrepreneurs in professional services.
Learn more at www.getvyral.com.
Like Us on Facebook: goo.gl/dxDEJl
///The Entrepreneurial Professional Podcasts
Meet Your Producer:
Danny Sweis is apart of Vyral Marketing’s Business Development team. He edits the podcast and works with Scott Sillari to record an informative introduction so you know what to expect during the interview. Danny edits the podcast in Adobe Audition. The introduction is recorded using a Yeti USB microphone. The interview itself is conducted over the phone or via Skype using call recording software.
Want to Be a Guest? Email us at danny.sweis@getvyral.com
About Vyral Marketing
Vyral Marketing helps you get more clients from your database. We interview you on an HD webcam to educate your customer database with video to grow sales - we do all the work. We build your video blog, edit your video, write your articles, send your email, update your social media, and more for a low flat rate. Download your marketing plan “The Database Reset: How to Reconnect with Your Neglected Contact Database to Increase Sales with Video & Social Media” for free at www.TheDatabaseReset.com. To see client marketing examples, review case studies, and learn more visit www.getvyral.com to request a complimentary marketing strategy session.
You’ll learn how Garrett Gunderson helps his clients gain control over their cash flow and mitigate their risk with investments and all facets of their business. Also, Garrett explains how he built a team of experts just like the Rockefellers had and how you as an Advisor can do the same and help your clients create cash flow and protect themselves.
OUTLINE
- Garrett discusses Cash Flow management and the principals of being a Financial Planner
- Garrett also explains the benefits of building a financial team to mitigate risk and create cash flow for your clients
- Garrett teaches you as an advisor how to build your own financial team
- He also discusses how to build a financial plan the right way
- Last he teaches you the framework to build a client pool based on value and principals to help them achieve their goals.
SUMMARY
Garrett Gunderson is the Founder and Chief Wealth Architect of Wealth Factory, and New York Times bestselling author of Killing Sacred Cows: Overcoming the Financial Myths That Are Destroying Your Prosperity and best selling author of What Would the Rockefellers Do? How the wealthy get and stay that way and how you can too. Forbes.com and Entrepreneur.com contributor.
RESOURCES
https://wealthfactory.com/
www.forbes.com/garrettgunderson
https://www.facebook.com/garrett.gunderson
https://www.linkedin.com/in/garrett-gunderson
ABOUT THIS PODCAST
Are you a wealth manager or financial advisor who wants to grow your clientele and attract more affluent clients? Join host Scott Sillari for in-depth interviews with wealth managers & Coaches/Trainers striving to help you build your business in the right way. You’ll learn the best client attraction and business building strategies working with your colleagues so you build a sustainable and profitable financial advisory firm. Interviews are 100% educational and packed with helpful, educational content. Brought to you by Vyral Marketing – a marketing firm for entrepreneurs in professional services.
Learn more at www.getvyral.com.
Like Us on Facebook: goo.gl/dxDEJl
///The Entrepreneurial Professional Podcasts
Meet Your Producer:
Danny Sweis is apart of Vyral Marketing’s Business Development team. He edits the podcast and works with Scott Sillari to record an informative introduction so you know what to expect during the interview. Danny edits the podcast in Adobe Audition. The introduction is recorded using a Yeti USB microphone. The interview itself is conducted over the phone or via Skype using call recording software.
Want to Be a Guest? Email us at danny.sweis@getvyral.com
About Vyral Marketing
Vyral Marketing helps you get more clients from your database. We interview you on an HD webcam to educate your customer database with video to grow sales - we do all the work. We build your video blog, edit your video, write your articles, send your email, update your social media, and more for a low flat rate. Download your marketing plan “The Database Reset: How to Reconnect with Your Neglected Contact Database to Increase Sales with Video & Social Media” for free at www.TheDatabaseReset.com. To see client marketing examples, review case studies, and learn more visit www.getvyral.com to request a complimentary marketing strategy session.
24 min