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Episode Info:

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!



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

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