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.
Podcast notes:
- 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 themarketingexpedition.com/
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