Episode 60 – 5 Media Relation Tools for Advisors

As an advisor, you may consider interacting with the media a personal nightmare. Trying to understand rhyme or reason to what story make the news cycle, or who picks up your latest endevor can leave anyone frustrated. But don’t give up on the media yet! Matt and Kirk had the opportunity to sit down with Bill Bongiorno, a PR gladiator with decades in the business. Together, the three of them discuss 3 simple tools that can change your life when it comes to getting in front of the media. Whether you’re looking to be the next guest on your regional financial radio show, or your wanting some coverage from the local paper on your latest charitable event you’re going to want these 5 tools in your arsenal today!



Episode 59 – For the Women with Patti Morrison

Matt and Kirk are joined by returning guest Patti Morrison! Patti is an image strategist, and in this very important podcast discusses ways women can build and maintain a business casual closet. One of Patti’s passions is helping women find a wardrobe that works for them. When it comes to business attire, it’s a man’s world. A suit solves everything. But women often have a lot more choices when it comes to business attire which often causes more problems then it solves.

Patti breaks down for us the 10 key components to women’s business attire, so that your whole life isn’t about maintaining a wardrobe. With the help of Patti, you can plan to look like a 10 today!


Episode 58 – Where to find High Net Worth Women

Paulette Filion and Judy Paradi of StrategyMarketing.ca join Kirk and Matt to discuss their new advisor course “THE ART OF ACQUIRING FEMALE CLIENTS”. Many advisors struggle to find high net worth women, let alone convert them into clients. The art of prospecting female clients requires a different strategy and tool kit in order to be successful. Judy and Paulette discuss some of their tips to creating lasting female to advisor relationships, bringing case studies from real world experiences. If you’re looking to develop a larger business relationship with high net worth women, you’ll want to listen in today!


Episode 57 – Prospects, Social Media, and The Best Brand with Jay Coulter

Have you ever questioned the value of social media in your business? Or used the excuse that your prospects don’t use social or that you don’t know what to say? Everyday people are filled with doubts about the value of their work, and in the financial advisor world, every dolar you spend on marketing you need to bring in 5 more in revenue.  Joining Kirk and Ray is brand and social media specialist Jay Coulter. Jay has over 20 years in the financial industry, and currently works for R.C. Whatley & Company and Pinger Systems. In addition to a full career and long list of credientials, Jay is the host of his own podcast, The Resiliant Advisor.  Today, Jay, Kirk and Matt dive into the value the social media as a tool for social advisors. Jay has expenerience building brands that have over 200,000 social media followers, along with developing systems to help every day advisors become their own social media gurus.  If you’re still on the fence about social media, or have decided to dive in but don’t know where to turn next, listen in to this episode and begin to take your social media marketing to the next level! LINKS: JAY COULTER The RESILIENT ADVISOR PINGER SYSTEMS

Episode 56 – Win New Customers with Jean Ginzburg

As many of you know, Matt and Kirk are digital marketing fantatics. And they know they have to bring in fresh new ideas to provide our listeners with the most relevant and hot information about why you need a bigger and better digital marketing footprint. And what better way to give you the information you need then to host digital marketing expert Jean Ginzburg! Jean is an Amazon best selling author of “Win New Customers: How to Attract, Connect, and Convert More Prospects into Customers in 60 Days Using Digital Marketing”, which has recently been featured on Forbes.com and the Huffington Post. In her ground breaking book, Jean brings to readers a refined and perfected system, that teaches the industry about their potential to use digital marketing to generate real business.  Matt and Jean dive into the book covering Jean’s philosophies, the why’s behind her decision to write, along with highlighting some of the incredible content Jean offers. For anyone interested in learning more about digital marketing, Jean is the expert you need in your life, and this podcast is your first step in learning more!  Links: JEAN GINZBURG WIN NEW CUSTOMERS

Episode 55 – Digital Content Marketing with Bryan Muir

Digital Content Marketing Expert Bryan Muir joins Matt in this latest episode. Bryan is the Head of Sales at AdvisorStream, an automated digital business platform that allows you to deepen client relations and capture new business using the latest credible and engaging content. While Bryan takese listeners through a brief explanation of his software, Matt and him also dive into why financial advisors NEED to understand much more clearly the power of good digital market. With tools like AdvisorStream, it’s easier than ever to get the content you need to drive leads and referrals today!   LINKS: Bryan Muir | AdvisorStream

Olympic Special – The Mindset of an Olympian with Paul Kingsman

Welcome to our Olympic Special Podcast! Matt and Kirk are joined once again by Olympian Paul Kingsman. Matt and Paul dive into discussing the mental mindset of Winter Olympic athletes and how you can use some of same tools to become an unstoppable financial advisor. In order to take your determination and athletisism to the Winter Olympics, you have to put everything on the line everyday. When your sport incorporates fast speeds, ice, and blades, it can be do or die.  And advisors need to start thinking of their business that way, there is no place for a B game in the financial world. Paul provides incredible tools and tips for improving your mental strength and focus to turn your business into a game change. In addition to his Olympic success, Paul is a renowned key note speaker, business coach, and the author of The Distraction Proof Advisor.

Episode 54 – Offer Something Truly Unique and Different with Abby Schnidermann and Harris Scher

In this lastest episode, Matt is joined by Co-Founder and CEO of EverPlans Abby Schnidermann and her Senior Sales Associate Harris Scher. EverPlans is one of the leading resources for organzing wills and trusts to be left behind to your loved ones. As a finanacial advisors it’s improtant to separate yourself from the advisor down the street, with a service like EverPlans you can set the stage to provide an all encompassing end of life service, provided by a truly exceptional company. 


Episode 53 – Andrew Saksa & Luke Acree: Key to Building Generational Relationships

You’re hearing about this at every broke dealer conference and it’s all over the financial news- there are massive movements of wealth between generations. The difficulty is, how do you grow a relationship between generations to ensure your continued management of that wealth? Matt and Kirk are joined by ReminderMedia’s Andrew Saksa and Luke Acree to discuss relationship marketing. With over a decade of experience, they have built their business around creating touch points for advisors that allow the advisor to build a relationships that will strengthen their practice. Andrew & Luke break down the importance of developing strong marketing to increase access to that generational wealth that can be so ellusive. 

LINKS: Andrew Saksa | Luke Acree | Reminder Media

Episode 52 – 5 Things Clients ACTUALLY Care About: Preparing for an Awesome 2018

Are you really aware of what your clients care about and need? Matt is joined by Sonya Dreizler to discuss the 5 things clients ACTUALLY care about. Financial advisor will often base the cares of their clients on their own personal cares, which often leaves them presenting clients with information or action that doesn’t resonate. By incorporating these 5 things into your practice, you will be able to give clients the expereince they need to ensure their continued satisfaction and happiness.  

Links:  Kurtosy Blog Post | SONYA DREIZLER