Podcast: Play in new window | Download
You’ve heard the advice a hundred times before, but knowing what to do is not the same as knowing how to do it.
So, how can you effectively leverage niche marketing and personal branding to grow your financial services firm and establish credibility with clients?
In this episode, Matt Halloran is joined by Billy Peterson — president of Peterson Wealth Services, Inc. — to break down his successful transition from professional jockey to sought-after financial advisor. He also shares the challenges and rewards of writing and publishing two books, which significantly boosted his credibility and attracted new clients.
Billy’s story is proof that with the right mindset and strategy, you can turn any passion into a powerful, influence-building brand.
Billy and Matt discuss:
- The strategies and mindset that powered his transition from jockey to advisor
- The connection between positive thinking and success
- The importance of persistence and adaptability
- How to harness a multi-faceted approach to your marketing
- Broader themes of personal and professional growth
- And more
Resources:
- Book: Harnessing Your Wealth by Billy Peterson
- Book: From the Starting Gate by Billy Peterson
- Podcast: Harnessing Your Wealth with Billy Peterson
- Service: Scribe Media (Publishing Services)
- Book: The Scribe Method: The Best Way to Write and Publish Your Non-Fiction Book
Connect With Billy Peterson:
- LinkedIn: Billy Peterson
- Website: Peterson Wealth Services
- Facebook: Peterson Wealth Services
- Instagram: Peterson Wealth Services
Connect With ProudMouth:
- Thinking about starting your own podcast? Book a call to learn about our done-with-you service
- ProudMouth
- LinkedIn: Matt Halloran
- Twitter: Matt Halloran
- LinkedIn: ProudMouth
- Facebook: ProudMouth
- Twitter: ProudMouth
- YouTube: ProudMouth
About Our Guest:
After more than 10 years as a winning quarter-horse jockey, Billy made the decision to pursue a brand new challenge: helping investors meet and exceed their short and long-term financial objectives. As a financial planner, he works to connect with his clients professionally and personally.
A graduate of the University of Texas at El Paso, Billy holds a Bachelor of Arts in business administration and finance. He has continued his education throughout his career. Billy’s financial services career began in 1996 in Long Beach, California, where he served as a senior vice president of investments with PaineWebber. He went on to serve as a senior vice president of wealth management with Morgan Stanley Smith Barney before pursuing independence in 2009 by opening his own financial services company, Peterson Wealth Services, Inc.
Billy is a native of Morgan, Utah, where he currently resides with his wife, Heather, and their five children, Cade, Karly, Brig, Kaiya and Berkley. Outside the office, he enjoys trail running, hunting, fishing, and raising and racing horses.
