Quaker Wealth Management

CERTIFIED FINANCIAL PLANNER™

Wealth Mgt Mixtape Podcast

Host

WNC Capital Corp

Regional Vice President

LEAF Financial Corporation

Certified Financial Planner™ @ Quaker Wealth Management | Investment Strategies

As a CERTIFIED FINANCIAL PLANNER™ at Quaker Wealth Management, I help clients achieve their financial goals and dreams through personalized and comprehensive financial planning and investment advisory services. I have more than 12 years of experience in the wealth management industry, working with individuals, families, and businesses across various stages of life and financial situations.

In addition to my role as a financial advisor, I am also the host of Wealth Mgt Mixtape Podcast, a platform where I share my insights, perspectives, and stories on topics related to investing, financial planning, and human behavior. I am passionate about educating and empowering people to make informed and confident financial decisions, and to enjoy the journey of wealth creation and management.

Jake Heisler, CFP®

Financial Marketing Academy

I specialise in helping Financial Advisors, Brokers, and Planners move away from networking, cold calling or waiting for referrals from partners to grow and build their businesses. The strategies shared at Financial Marketing Academy are proven and used for both startups and established businesses. I want Financial Advisors to remain in the industry so they can serve and build a community.

Request the Financial Marketing Roadmap and video on all the marketing activities you need. 

Our proven system focuses on solving 3 core problems:
✔ Lack of Standing Out - help you stand out in the large pool of financial specialists and make you an authority in your core field.
✔ Lack of Leads -  help you generate leads in the most cost-effective way and engage with your audience
✔ Lack of Sales Connection -  help you deal only with high quality clients to help you maximise your time and convert your ideal clients

There are 9 client-getting accelerators that we focus on to help generate and convert leads. 

We offer a Coaching and Implementation program to help Financial Advisor build, grow and scale. 

Jump into the LinkedIn Group - Financial Warriors for free 'client-getting' resources. Also check out https://financialmarketingacademy.com

✔ Growth Marketing Specialist to Financial Advisors, Planners & Brokers

Nine Pillars

Nine Pillars is a business catalyst company with a difference - we believe in the potential for businesses to deliver so much more to their owners, the economy and to society. Our mission is to help them to achieve this potential.

Our approach is different too. We don't just provide strategic information and advice but we're also happy to roll up our sleeves and help get things done. From websites and online marketing, through to the development of your team and business systems, our team will work with yours to achieve the goals that you have for the business.

Our list of services include:

+ Business and Marketing Strategy
+ One-on-One Business Support
+ Outsourced Marketing
+ Small Business Programs
+ Workshops
+ Team Development
+ Business Process Improvement
+ Financial Analysis and Profit Improvement
+ Graphic Design
+ Web Development
+ Online Strategies

We'll help you to put in place the right foundations for continued growth.

DIRECTOR & MARKETING CATALYST

Adflare Group

Adflare Group is a full sales and marketing agency that has been helping businesses increase sales and brand awareness. Under the one roof, we will help you develop and implement sales and marketing solutions. We offer many services including graphic design, web development, marketing strategy, sales resources and much more. Visit our website for more details - www.adflare.com.au

Marketing Strategist & Director

American Express

Managed accounts in the Furniture, Homeware and Home improvement industries.

Account Development Executives

developing and implementing customer engagement strategies to increase American Express merchant engagement. The portfolio focused on the small to medium enterprises that transacted under $1million. 
•	Develop merchant insight information and the communication strategy to businesses by customising marketing programs.

Marketing Manager - Welcome Acceptance & Merchant Satisfaction

Marketing

Call Centre

I specialise in getting fast and highly profitable leads and clients for Financial Advisors, Planners and Brokers using the Community Traffic Method. This method I  developed was specifically for this industry and has been in operation for the last 4 years. 

So, you don’t need to:
   ❌ Wait for referrals to come to you
   ❌ Use cold calling as a way to reach people
   ❌ Attend another networking event that takes you away from your family

Our proven system focuses on 3 core strategies:
   👉 Build credibility - help you stand out in the large pool of financial specialists and make you an authority in your core field.
   👉 Accelerates Connection - helps you generate leads organically and paid while engaging with your audience to build trust. 
   👉 Creates Conversations - helps you deal only with high-quality clients to help you maximise your time and convert your ideal clients

There are 6 client-getting accelerators that we focus on to help generate and convert leads. And I absolutely stand behind getting results for you, so you will always get a ROI.

Follow or connect with me to discover more hacks or resources to get clients. Click on the link to find out more information.

Having time spent with my family is really important to me. It is why I do what I do and have created the business to suit my lifestyle and get results for my clients. 

Regards
Loushen

taplio

The Battle

Jake Heisler, CFP®

Loushen Govender-Helping Financial Planners/Advisors

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