Monthly Archives: October 2018

Episode 115 – Successfully Using an Exclusive Niche with Michael Graef



Joining Matt Halloran today is CFP and Vice President of Christian Wealth Management, Michael Graef. Michael is one of the founding members of Christian Wealth Management and works closely with another of our podcast guest, Robert Netzly.

Together they have built a successful business, process, and organization structured around BRI (Biblically Responsible Investing). This business model could be described as a limiting niche, however, like all niches, if use correctly, can make a world of difference in your marketing strategy and bottom line.

To learn more about how you can better use a exclusive niche to launch your business, listen in today!

LINKS: Michael Graef LinkedIn | Inspire Investing | Christian Wealth Management


Episode 114 – Are you brand worthy?



Your brand is the first thing a client encounters when it comes to discovering you. Whether it’s through your website, a business card from a friend, or the logo on the front door to your office. It’s the sign off on an email, it’s the greeting on the phone, you need to live breath and be your brand. So how can you tell if it’s good enough?

Our very own Branding Expert Kirk Lowe joins Matt today as they discuss if you’re brand worthy. Answering some tough questions, with even tougher answers, Matt and Kirk cover several of the areas you need to consider when deciding if you and your brand are up to snuff.

If you’re looking for more information on branding, be sure to check out our branding resources at Advisor Utoday!


Episode 113 – The Keys to the Ladies Room with Adri Miller-Heckman



Adri Miller-Heckman joins host Matt today to dive into her game changing book, Keys to the Ladies Room. As you might have guessed, Adri wrote the book on what advisors need to know to effectively market and attract female clients.

In addition to her work as an author, Adri is the founder of FemX, and she regularly consults and coaches financial advisors on how to build powerful female focused marketing plan. With Adri’s help, advisors can affectively market to both genders, creating exponentional growth for years to come.

Join Matt and Adri today to learn what you can be doing to create a quality and sustainable marketing strategy.

LINKS: Adri Miller Heckman | Keys to the Ladies Room | AdriMillerHeckman.com


Episode 112 – From Frustrated to Focused with Debbie Peterson



Joining Matt today is professional speaker, keynote speaker, mindset strategiest and a business coach Debbier Peterson. Debbie is an expert in helping people get out of their own way to excellerate their results.

When it comes to our own success, we all need to get out of our own way, as we are often the number one thing inhibiting and prohibiting our own success. Debbie and Matt walk through one of her programs, From Frustrated to Focused – Mindset Strategies for Business Growth to help decipher some of the best ways you can step out of the way and let success happen.

Debbie professionally motivates, educates, and inspires professionals to discover what is holding them back. If you’re ready to tap into your own success, be sure to listen in today!

Links: Debbie Peterson


Episode 111 – Reaching the Right Audience with Sara Grillo



Marketing Consultant, Blogger, Podcaster and Writer Sara Grillo joins Matt on the latest episode of Top Advisor Marketing. Together Matt and Sara discuss how to colloborate as an advisor to reach the right audience. As a top marketing consultant, Sara understands what it takes for advisors to get in front of their ideal audience.

Sara’s personal motto of “Do it creatively or don’t do it at all” is a key element of making those marketing moves to see the end results you want. With her CFA, key not speaker experience, and writing crediential, Sara is a leader her in field.

Be sure to listen in today with her and Matt and check out her podcast at Sara Grillo Podcast!

LINKS: Sara Grillo Website | Sara Grillo LinkedIn


Episode 110 – Biblically Responsible Investing with Robert Netzly



Matt is joined today by Robert Netzly, the globally recognized authority in the Biblically Responsible Investing (BRI) movement and leading innovator in the BRI industry. Robert began his journey into the BRI world after feeling a calling to step out from his previous employer and create a financial service that reflected his values. 

Robert is the founder of the Inspire Investing group of companies, where he maintains the role of CEO. Robert has tranformed his own business along with many others by creating the opportunity for advisors to develop a strong niche market. BRI offers these advisors a way to continue to invest and work in finance while supporting their personal views and beliefs. As one of the founders of the BRI movement, Robert is a great source of information on how you can transform your practice and your finances by establishing a strong brand that you believe in and support. 

LINKS: Inspire Investing | Christian Wealth Management | Robert Netzly LinkedIn


Episode 109 – Retiring Early with Eric Gaddy



Throughout the podcast, host Matt Halloran has been forunate to sit down with a variety of authors speaking to various niches in the financial market. However, one thing everyone is discussing is the ever sought after comfortable retirement. Today’s guest, is an early retirement expert. What makes him so proflic when it comes to retiring? He’s 48, and retired.

Joining Matt today is Eric Gaddy, recent retiree, and newly published author of Retire Early -What are you waiting for? Eric spent 24 years as a financial professional before retiring last year and taking on this new adventure of being a thought leader. Matt and Eric sit down to talk shop about his upcoming book, along with his book marketing tactics (some of which will make your jaw drop).

If you’re looking to challenge the retirement norm, for yourself or your clients, be sure to listen in today and pick up a copy of Eric’s new book, now available on Amazon!

LINKS: Eric Gaddy LinkedIn | Retire Early – What are you waiting for? | Retire Early 365