Wealth Management During COVID19 with Stuart Enterline | Marketing Expedition Podcast

Stuart Enterline is a Wealth Advisor at Lefavi Wealth Management. He attended Pennsylvania State University where he earned three degrees in Finance, Accounting, and Economics, with a concentration in Statistics. Stuart holds Series 7 and Series 66 licenses and is actively engaged in researching financial markets and the economy. He is also working toward obtaining the prestigious Chartered Financial Analyst designation, one of the most difficult designations one can earn, in any industry. Stuart passed Level I and Level II on his first attempt and is currently studying for Level III. Originally from Erie, Pennsylvania Stuart is currently a resident of downtown Salt Lake City. He enjoys reading, playing sports, skiing, and sailing. 

00:00 – 00:36 Introduction and Welcome to The Marketing Expedition Podcast 

00:36 – 03:19 Welcome Stewart Enterline 

03:19 – 08:55 Day to Day Operations 

08:55 – 12:02 How Things Have Changed in the Business World 

12:02 – 14:09 Knowing Incentives 

14:09 – 23:03 Success Stories 

23:03 – 24:36 Marketing Strategies 

24:36 – 29:25 The Ideal Client 

29:25 – 34:32 What to Look for in a Wealth Management Company 

34:32 – 36:00 How to Obtain Clients 

36:00 – 39:13 Accomplishments 

39:13 – 40:21 Closing Statements and be sure to check out https://themarketingexpedition.com/

#Marketing #MarketingStrategies #ClientRetention #Branding #Advertising #WealthManagement #FinancialPlanning #COVID19 #Business #Investment #Lefavi #LefaviWealthManagement #Success #Accounting #Economics

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