This GoBundance special features two fast-paced segments with two great guests. First, financial expert Kevin Gray shares investment advice geared toward real estate professionals. After that, Adam Witty, the authority on authority marketing, explains what agents can do to position themselves as industry leaders. Other episode highlights include real estate predictions, strategic marketing plans, and trends with our ever-changing tax laws.
Listen to today’s show and learn:
Financial Advice with Kevin Gray
- About Veracity Capital [1:52]
- When to find a financial advisor [3:54]
- Navigating the ever-changing tax laws [5:10]
- Liquidity planning and risk management [5:50]
- Why agents should learn about financial planning [7:40]
- Kevin’s real estate predictions [10:02]
- Kevin’s thoughts on inflation [11:00]
- Where to find more from Kevin [12:31]
Authority Marketing with Adam Witty
- About Adam and Advantage|ForbesBooks [17:35]
- Why you need to be an authority [18:14]
- The great thing about authority marketing [19:37]
- Ways to build your authority [23:10]
- How Advantage|ForbesBooks can help you build authority [26:18]
- Intentionally marketing with a strategic plan [27:07]
- Where to find more from Adam [29:22]
As Chief Executive Officer of Veracity Capital, Kevin is responsible for the execution of the company’s mission, vision, and financial success. He is also charged with attaining the company goals while managing the right balance of resources and capital for employees, related groups, and initiatives.
Kevin brings to Veracity Capital executive-level leadership skills, with a deep understanding of all aspects of the business as well as a clear vision. As CEO, Kevin ensures that the company culture and its values are applied consistently from top to bottom, across all departments. He also takes an active role in driving company performance, with a keen knowledge of the industry. Kevin is a passionate advocate as a true fiduciary that provides the best platforms and strategies for clients. This strategy allows Veracity Capital’s advisors to offer methods that are efficient, objective, and strictly focused on each client’s best interest. He embodies the company’s vision: Truth Builds Trust.
There are several corporate leadership roles Kevin has held at previous financial firms, including his own. His experience at managing and developing teams has focused on providing multi-faceted solutions using all-encompassing services for clients at AYCO, a Goldman Sachs Company, and RBC Wealth Management. He owned Gray Financial Services, a futures and commodity technical trading service company; and he provided financial planning focus at Ameriprise (formerly American Express Financial Advisors). Kevin’s broad experience provides him with an array of perspectives that he can apply to an ever-changing investment market. After building multiple successful books of business, he has identified the proper network of services to package as an offering for experienced advisors.
Kevin earned a Bachelor of Science in Agricultural Economics from Texas A&M University and an MBA focused in Finance from Southern Methodist University. He was also President of the East Dallas Exchange Club, Treasurer for Willow Bend Lakes HOA, SMU Cox Business club member, and member of the Dallas and Collin County A&M Clubs. Kevin is also the Pack 2008 Cub Scout Committee Chair.
Adam Witty is the Founder and CEO of Advantage, The Business Growth Company. What began in the spare bedroom of his home, is now a family of publishing, media, and software businesses that collectively serve thousands of customers in 50 U.S. states and 67 countries.
The Advantage Family includes Advantage Media Group, one of the largest independent business book publishers in the world consisting of Advantage, Business Journals Books, and ForbesBooks; BusinessAdvantage TV, a video-on-demand learning platform for entrepreneurs; Magnetic Marketing, a marketing education company for entrepreneurs; and mLive, multi-step marketing automation software for dentists.
Adam was named to the prestigious Inc. 30 Under 30 list of America’s Coolest Entrepreneurs in 2011. Advantage has been named to the Inc. 500/5000 list for six of the past eight years. Adam has appeared in the USA Today, Investor’s Business Daily, Wall Street Journal, and on ABC and FOX. In 2012, Adam was selected by the Chilean government to judge the prestigious Start-up Chile! entrepreneurship competition.
Related Links and Resources:
- Grow Your Real Estate Profits with Our Agent Success Toolbox
- Take Over $13,000 in Real Estate Courses for Just $97
- Veracity Capital
- Authority Marketing by Adam Witty
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