How One Advisor Turned His Travel Into a Business Asset With DeAndre Coke (Ep. 477)

Top Advisor Marketing Podcast

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Quick question: Can having a seemingly unrelated “hobby” podcast actually benefit your financial services practice?

Quick answer: You bet it can!

In this episode, Matt Halloran talks to DeAndre Coke, a financial advisor who shares how his travel podcast, Revolutionizing Your Journey — though not directly related to finance — attracts clients who resonate with his lifestyle and want his guidance in both travel and financial planning. Hear DeAndre’s experiences and get inspired to turn your passions — and unapologetic self — into your biggest differentiator.

DeAndre and Matt discuss:

How openly embracing a passion like travel, and the lifestyle it affords, can attract clients
How being transparent with his own financial planning and saving strategies builds trust with clients
Practical tips on content creation and idea generation
Why leveraging existing networks is the secret to a steady supply of podcast guests
And more

Resources:

Connect With DeAndre Coke:

Connect With ProudMouth:

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About Our Guest:

DeAndre Coke is the Founder and CEO of Truicity Wealth Management, overseeing a nationwide planning practice that spans over 45 states. His team specializes in serving established families, our military, corporate executives, and individuals approaching retirement. Recognized for his achievements early on, DeAndre was named one of the Top Forty Under 40 by Inside Business at age 25 in 2015. In 2016, Coastal Virginia Magazine honored him as a “Millennial on the Move,” and in 2017, at just 27, he became one of the youngest advisors in his region to qualify for the Million Dollar Round Table, an elite association of the top 1% of financial professionals worldwide. In 2023, Forbes ranked him as one of Virginia’s “Best-In-State Financial Security Professionals.”

Born and raised in Chesapeake, DeAndre now resides by the beach in Norfolk, Virginia. Committed to making a positive impact in his community, he serves on several boards, including as Chairman of the Board of Directors for the Boys & Girls Club of Southeast Virginia and as a board member for St. Mary’s Home, Guys Doing Good, and GenZoo, the young professionals’ group at the Virginia Zoo. In his free time, DeAndre enjoys snowboarding, CrossFit, and traveling the world with his fiancée, Taryn, aiming to embark on a new adventure each month.

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