Episode 16

Winnie Sun - Make Money Now Live Streaming

Winnie Sun is one of the most followed financial advisors on social media today. With more than 17 years of experience in the financial services industry, Winnie serves on the CNBC Financial Advisor Council, has been selected as Investment News’ Twenty Women to Watch*, is a frequent speaker at national events, appears on CNBC’s Closing Bell, Fox Business News, and Cheddar TV as a market commentator, is a regular contributor to Forbes, NerdWallet, Influencive, MoneyTips, ModernMom, Galtime, Bloomberg’s AssetTV, is the host of TuneIn radio’s business show Renegade Millionaire, appears on CBS as a finance professional, and is quoted in publications including The Wall Street Journal, CNBC, ABC, The New York Times, Yahoo! Finance, AOL Finance, HuffPost LIVE, theStreet TV, USA Today, TheStreet show, Rep Magazine, OnWallstreet Magazine, Financial Planning Magazine, FA Magazine, AdvisorOne Magazine, GreersOC, Orange County Business Journal, Orange County Register, OC Metro, OC Family, and many others.

As an independent wealth advisor, Winnie is regularly called upon to educate large corporate and nonprofit groups on planning strategies. Winnie has been honored with invitations to attend the conference for Barron’s Winner’s Circle for Top Women Financial Advisors beginning in 2006 to present, named Investment News’ 20 Women To Watch, and coined “The Wealth Whisperer” in

OC Metro’s “40 under 40” recognition***, and awarded first place in Rise Ranking’s 2017 Women in Finance Power 100 list.

This Full video episode available for free at: https://rebrand.ly/WinnieSun

All of the products discussed in this podcast can be found here: https://rebrand.ly/WinnieList

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About your hosts

Chris Stone

I am driven to help inspiring brands and motivated entrepreneurs share their stories and maximize their missions via the power of podcasting, live streaming and digital marketing.

I founded Cast Ahead after the success of my own co-hosted podcasts changed my life. I receive great joy seeing others achieve their own financial, physical and spiritual success. Whether your business or passion is Commercial Real Estate or Pest Control – Motivational Speaking or Dungeons & Dragons: I’m driven by seeing you acquire the success in your business and/or passion project.

I truly believe that everyone deserves to be heard by using their own voice in their own way.

My goal is to be a team member with passionate entrepreneurs & ambitious businesses by integrating podcasting and/or live streaming into their business goals, educate their customers in a creative way – which will in turn attract more listeners, viewers & customers.

I’ve worked with numerous companies, corporate brands & regional startups to not only drive their podcasts into Apple Podcasts charts – but garnered multiple viable leads for these partners via podcasting & livestreaming that resulted in incremental revenue for their companies.

I have a long-standing history with audio & music in particular, having started my career at Sony Music in the 90’s before deciding to Cast Ahead into the future. I can’t wait for the world to hear your story!

Jim Fuhs

Marketing the Marine Corps Way | Virtual Event Producer | Livestreamer | Podcaster | Speaker | Amazon Live Influencer | Digital Marketing Consultant

Marine Corps Leadership fuses with Marketing. 20 plus years of highly successful leadership experience as a Marine Corps Officer and bringing that to bear in the ever-changing world of Marketing and Technology.

As Marines, we learn to adapt and overcome, I bring this mindset to businesses to help achieve victories in the boardroom and in the marketplace.

The Marine Corps 5 paragraph order process (SMEAC) helps businesses produce results.

✅ Situation – What problem needs to solved
✅ Mission – goals, vision, and destination for businesses and organizations
✅ Execution – strategic and tactical plans needed to be implemented for success
✅ Administration & Logistics – The resources consisting of people, programs, and funding to support execution
✅ Command & Signal – The key people that need to communicate and make decisions and take actions to move the plan forward

WHAT I OFFER FOR BUSINESSES:

❇️ Consulting – Using the Marine Corps Planning Process outlined above
❇️ Workshops – Provide training on the latest in digital marketing
❇️ Speaking – Expert speaker on a variety of social media topics
❇️ Virtual Event Production - Our team produces live events that create engagement, networking, and sponsorship opportunities for businesses and organizations
❇️ Remote LiveStream Production – Livestreaming production on a variety of platforms and a repurposing plan to go along with it.

▶️ Live Wednesdays on The Tim and Jim Show on YouTube
▶️ Follow on Twitter @fuhsionmktg and chat on #TwitterSmarter on Thursdays
▶️ Watch on Amazon Live on Dealcasters Live
▶️ Learn to live stream via the Launch Your Live podcast

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