Monthly Archives: February 2020

Episode 219: How to Win Over Prospects With Email Campaigns — With Emily McGuire

February 25, 2020Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementRobyn Walter

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Have you considered that email is no different than most of your other sales channels?

Email campaigns give financial advisors a one-to-one relationship-building opportunity with prospects in all stages of their customer journey.

In this episode, Matt speaks with Emily McGuire, the owner of an emailing marketing studio called Flourish & Grit. This a fun and highly practical conversation where Emily teaches you how to write email campaigns that help prospects trust you in order to take the next step with your brand.

In this episode, you will learn:

Reasons to consider sending short emails to your list frequently
Which metrics to consider, besides open-rates, when assessing your email results
How to generate warm leads with an email nurture sequence
What word to starting using right away in your emails to get better results
And more!

Tune in now to get advice you can use right away to write email campaigns that win over prospects.

Resources:

Top Advisor Marketing | Flourish & Grit

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Episode 218: How to Stay on the Forefront of Marketing in the 401(K) Space — With Aaron Pottichen

February 18, 2020Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementRobyn Walter

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What strategies are you using to stand out from other financial professionals? Learn new strategies from a professional who’s making waves in a particularly competitive space.

In this episode, Matt speaks with Aaron Pottichen, senior vice president at Alliant Retirement Consulting, about how Aaron stays on the cutting edge of marketing in the very competitive 401(k) space. Aaron delves into what strategies he uses to set himself apart, including how he creates videos that are easy to shoot, compliance-friendly, and optimal for sharing on his LinkedIn profile.

In this episode, you will learn:

Why Aaron enjoys working in the 401(k) space
Aaron’s strategy for giving prospects immense value — and why this matters
Why Aaron prospects in a way that’s backwards to what the rest of the industry does
What 401(k) offerings resonate the most with his target market
What guidelines Aaron uses for creating LinkedIn videos
And more!

Tune in now and learn new strategies for climbing to the forefront of your space — and staying there.

Resources: Top Advisor Marketing | Alliant Retirement Consulting | Aaron Pottichen’s LinkedIn

Brought to you by: Iris.xyz

Episode 217 – Build a Bridge Between Means and Meaning for Your Clients — With Mitch Anthony

February 11, 2020Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementRobyn Walter

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Named as one of the top “Movers & Shakers” in the financial services industry, Mitch Anthony has been creating innovative discovery approaches for advisors for over twenty years.

In this episode, Matt speaks with Mitch Anthony, the founder and president of Advisor Insights Inc and co-founder of ROL Advisor. Together, they discuss the power of using storyselling to guide your clients into a decision-making mindset, the value of practicing life-centered planning™, and why it’s the advisor’s job to build the bridge between clients’ means and meaning.

In this episode, you will learn:

About Mitch’s “accidental tourist” introduction into financial services
Why it’s problematic to view money as being more than just a utility
The importance between having a monologue and dialogue with your prospects
How Mitch helps advisors with the emotional aspect of transitioning from money-centered planning to life-centered planning
And more!

Tune in now to learn about Mitch Anthony’s groundbreaking approaches to client discovery!

Resources:

Brought to you by: Iris.xyz

Episode 216 – 8 Content Marketing Trends for 2020

February 6, 2020Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementRobyn Walter

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When you’re communicating with your audience and marketing your expertise, are you still taking a sales-oriented approach? How long has it been since you updated your marketing strategy?

Marketing is quickly shifting. What does the 2020 marketing landscape look like for advisors?

A big hint is relationship marketing. The majority of the content you produce needs to be about results and actionable items for your audience. Today, Matt and Kirk talk about the 8 trends that will have a great impact on advisors’ marketing this year.

In this episode, you will learn:

How to use content to build your authority
How to create results-focused content
Why lead generation is a thing of the past
And more!

Tune in now to learn about the 8 marketing trends that are set to dominate 2020.

Resources: Top Advisor Marketing | How Good Advisor-Marketing Happens in the Expertise Economy | 10 Biggest Content Marketing Trends that Will Dominate 2020

Brought to you by: Iris.xyz

Special Series Part 3: Your Preview of the Retirement & Longevity Summit — With Ross Marino

February 4, 2020Get to Know the Experts, Marketing, Practice MgmtAdvisor2X, Certified Financial Transitionist®, Client Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Ross Marino, Special Series, Top Advisor Marketing, Wealth ManagementRobyn Walter

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How will you become your prospects’ go-to expert for retirement planning in a sea of financial advisors who claim to have the same expertise?

In this final episode of our mini-series, Matt Halloran speaks with Ross Marino, Advisor2X’s founder, about the caliber of speakers at the Retirement & Longevity Summit; these are industry experts who will show you how to differentiate yourself from other advisors that specialize in retirement planning. This your preview to many of the speakers’ pivotal teachings for wealth advisors who want to have conversations that go beyond asset management and financial planning.

In this episode, you will learn:

What Ross’s criteria are for the Retirement & Longevity Summit’s speakers
How to ask questions that will highlight the vulnerabilities of a prospect’s current plan
Why advisors needn’t be afraid of not having answers to every question
Three intuitive tips for aging successfully
And more!

Tune in now to get your preview of the Retirement & Longevity Summit’s top industry speakers!

Limited-time offer exclusively for RIAs and financial advisors: Use the code TAM to save $750 on your registration for the Retirement & Longevity Summit.

Resources:

Top Advisor Marketing | Advisor2X | Retirement & Longevity Summit | ross@rlsummit.com |

Erin Botsford’s Elite Advisor Course | Live Long, Die Short: A Guide to Authentic Health and Successful Aging by Roger Landry

Brought to you by: Iris.xyz

Special Series Part 2: Surprising Features That Make or Break Industry Conferences — With Ross Marino

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Have you ever attended an industry conference only to be left feeling dissatisfied? You couldn’t focus during the presentations, you barely networked, and you felt tired most of the time.

Ross Marino, the founder of Advisor2X, can prove that the problem wasn’t with you — it was with the conference. In part two of our mini-series, Matt Halloran and Ross discuss the overlooked and supposedly small details that bring conferences from time-wasting to highly productive and memorable for advisors.

In this episode, you will learn:

What to consider before deciding to invest your time at a conference
What qualities of a conference set advisors up to make decisions and then act on them
How to choose which action-item to implement after a conference
And more!

Tune in now to consider what qualities to look for in an upcoming conference before you invest your time.

Limited-time offer exclusively for RIAs and financial advisors: Use the code TAM to save $750 on your registration for the Retirement & Longevity Summit.

Resources:

Top Advisor Marketing | Advisor2X | Retirement & Longevity Summit

Brought to you by: Iris.xyz

Special Series Part 1: How to Move Beyond Numbers-Based Conversations — With Ross Marino

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Most advisors affirm their clients’ thoughts and feelings every time they talk. That’s called active listening. It’s valuable, but it’s not enough to help you draw out what matters to your clients.

In this first episode of a three-part series, Matt Halloran speaks with Ross Marino, the founder of Advisor2X, about how to have conversations with clients that go beyond numbers. You don’t have to be a psychologist to carry out these conversations; Ross teaches you the purpose of deep listening and how to integrate it into your client meetings during this insightful episode.

In this episode, you will learn:

What the difference is between active listening versus deep listening
What questions to ask your clients when you’re practicing deep listening
How to separate your clients’ desired activities from the effect
Why it’s valuable to draw out why your clients’ goals matter to them
What a Certified Financial Transitionist® is
And more!

Tune in now to learn how to start practicing deep listening today.

Limited-time offer exclusively for RIAs and financial advisors: Use the code TAM to save $750 on your registration for the Retirement & Longevity Summit.

Resources:

Top Advisor Marketing | Advisor 2X

Brought to you by: Iris.xyz