Mark Willis
Certified financial planner, Bank on Yourself expert, three-time #1 bestselling author, and owner of Lake Growth Financial Services who specializes in life insurance strategies, personal finance education, and helping clients design guaranteed- growth balance-sheet solutions.
Top 3 podcasts with Mark Willis
Ranked by the Snipd community
11 snips
Dec 23, 2025 • 38min
Scalable Strategies for Business Growth with Mark Willis
Mark Willis, a Certified Financial Planner and Bank on Yourself expert, shares his transformative journey from the Great Recession to financial independence. He discusses the power of EADs (Eliminate, Automate, Delegate) to streamline business efforts and the importance of after-action reviews in refining processes. Mark highlights using AI for creative brainstorming and the benefits of whole life policies as a solid financial strategy. His insights on stewardship versus ownership add depth to the conversation, making it a must-listen for business growth enthusiasts.
Apr 26, 2024 • 26min
Keller Williams’ innovative approaches to supporting agents
CEO of Keller Williams, Mark Willis, discusses innovative approaches to agent support, emphasizing adaptive thinking, technology in training, and transparent conduct. The podcast explores buyer representation challenges, industry evolution, and Keller Williams' commitment to agent success through continuous innovation and education.
Aug 31, 2023 • 32min
WS1775 Gaining Financial Control with Bank on Yourself | Mark Willis
Certified Financial Planner, Mark Willis, discusses the 'Bank on Yourself' strategy using dividend-paying whole life insurance policies. He explains the benefits of guaranteed growth, tax advantages, and utilizing the policy for major purchases. The podcast explores fixed income assets, maximizing the growth and efficiency of an insurance policy, and the importance of contractual wealth.
