Quaker Wealth Management

CERTIFIED FINANCIAL PLANNER™

Wealth Mgt Mixtape Podcast

Host

WNC Capital Corp

Regional Vice President

LEAF Financial Corporation

Certified Financial Planner™ @ Quaker Wealth Management | Investment Strategies

As a CERTIFIED FINANCIAL PLANNER™ at Quaker Wealth Management, I help clients achieve their financial goals and dreams through personalized and comprehensive financial planning and investment advisory services. I have more than 12 years of experience in the wealth management industry, working with individuals, families, and businesses across various stages of life and financial situations.

In addition to my role as a financial advisor, I am also the host of Wealth Mgt Mixtape Podcast, a platform where I share my insights, perspectives, and stories on topics related to investing, financial planning, and human behavior. I am passionate about educating and empowering people to make informed and confident financial decisions, and to enjoy the journey of wealth creation and management.

Jake Heisler, CFP®

Zenquest Digital

ZenQuest Digital is a ROI driven online advertising agency. We help businesses generate qualified leads and sales online through paid media advertising & other organic channels. 

As the Director, I am responsible for: 
- Designing & developing the marketing strategy so ZenQuest can grow massively
- Discovering product to market fit, and creating products/services that impact and create happiness for our customers while adding profits to the ZenQuest bottom-line. 
- Developing systems and processes to fulfil our operations so ZenQuest achieves scale and increases its size to 20+

Managing Director

Brickwall Communications

- Help in formulation of Digital Strategy for clients
- Develop and build targeted advertising campaigns on Google, Facebook and other platforms
- Build Digital Marketing Strategy system for the clients

Principal Digital Consultant

JH Media

- Managed Facebook Ad campaigns for clients across multiple verticals
- B2B, B2C and all sorts of channels

Online Campaign Manager

Harry Ramsay Agency

- Developed systems & processes for creating ROI driven online marketing campaigns 
- Managed Facebook Advertising campaigns for several companies at budgets of over $400,000/year
- Developed conversion systems for turning online prospects into leads, and leads into sales profitably and consistently.

Founder

Profitworx

- Transitioned from a Content Marketer to CMO as the clients & the company grew
- Developed marketing strategy to attract new clients & customers to our Done For You Marketing Agency
- Created simple, executable systems that clients can use to drive more growth and revenue to grow their service businesses

Chief Marketing Officer

21 Marketing

- Managed & ran organic affiliate marketing campaigns
- Drove affiliate sales using multiple channels - content, video & reviews
- Developed SEO systems to get traffic & customers on autopilot

Online Marketing

If you're a coach, consultant, or service-based business...

... and you've dabbled in online marketing, faced the ups and downs, and have seen more losses than wins...

... you've launched ad campaigns that initially seemed promising, only to see them fizzle out without delivering consistent profits...

... you've invested time and money into webinars, email marketing, and social media strategies that didn't convert into clients as expected...

... you've felt overwhelmed by the constantly changing algorithms, new marketing tools, and the endless stream of tactics everyone swears by...

... you've struggled to stand out in a crowded market, despite having valuable services and expertise to offer...

... and you've hit a wall trying to scale beyond your current revenue, feeling stuck and unsure of your next move...

... and now you're searching for someone you can genuinely trust—someone to guide you step-by-step, peel back the curtain, and help you navigate these challenges so you can scale your business to $100,000 a month...

Then you're in the right place.

I've been in the Online Marketing space for the last 18 years. 

During this time, I've worked with over 150+ coaches and consultants in various ways:  
- Launched, run, and managed seven-figure ad campaigns  
- Helped conduct BIG payday product launches  
- Managed their end-to-end marketing and tech operations  

And now, I'm here to HELP YOU SCALE!!!

Here's how I can help:

- Create custom marketing strategies that fit your business like a glove (Google ads, Facebook ads, Webinar or organic marketing) 

- Hands-on support to refine and optimize every part of your marketing.

- Systems for consistent growth and high-quality leads.

- Clarity to cut through the noise, simplify your marketing efforts to grow your business to new heights.

Check the featured section to book a call with me, and let's start turning things around today!

taplio

The Battle

Jake Heisler, CFP®

Harry Ramsay

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