All posts by topadvisorm

Ep 122 – The Money Personalities with Scott & Bethany Palmer



As a financial advisor – how do you differentiate yourself? Realistically, pricing and services are pretty constant across the board now, so what’s left to make you stand out? The answer is your client relationships.

Joining Matt today is the incredible power couple Scott and Bethany Palmer of the Money Couple to discuss one of the biggest buzzwords in financial services, behavioral finance. In today’s episode, learn how you can use this tool to successfully differentiate yourself from your competition.

With Bethany and Scott’s game changing discovery of the Money Personalities Test, you can revolutionized how your clients think of their relationships with money. With a deeper understanding of your clients intricacies with money, you can develop more custom plans to suit their needs. Prepare for 2019 to offer the best and most custom service yet!

LINKS: The Money Personalities Test | Scott Palmer LinkedIn | Bethany Palmer LinkedIn | The Money Couple


Ep 121 – Merging Your Firms with Jennifer Goldman



Matt is joined by returning guest Jen Goldman, of Jennifer Goldman Consultants to discuss a big topic, with little content – how to merge a CPA firm with a wealth management firm.

As a business transformation consultant Jen has experienced first hand the growing pains that come from merging these two businesses. When her journey began, she sought all the material and advice should could online, and surprisingly, came up pretty empty handed. With over 50% of CPA firms now offering some form of wealth management, it’s hard to envision that this practice has been so over looked.

But fear not. Given Jen and Matt’s shared experience on the topic, the two of them dive into some of the key things you need to know about making your business merger a major success.

LINKS: Jen Goldman LI | Jennifer Goldman Consulting


Ep 120 – Getting Stuff Done with Dave Crenshaw



Best selling author, speaker, business coach Dave Crenshaw joins Matt Halloran today to discuss what he knows best – accountability and time management. Dave is a particular expert in his field as his personal background isn’t that he’s a classic type A person. On the contrary, Dave has been diagnosed with ADHD, making him inherently disorganized.

Unlike many others we often hear from explaining to us how to stay focused, Dave has overcome his natural instinct for chaos and can now behave as though he has inherently organized, a skill set he has now taught hundreds to thousands of people. Having designed a system that was built for the most disorganized person in the world, Dave understands how to take anyone, regardless of their starting point, to a level of successful organization.

Together with Matt, Dave is going to explore how you can become the master of your own time by understanding a few of the simple lies we often tell ourselves that keep us from optimal efficiency. If you’re ready to take 2019 by storm, listen in today and find out how to become master of your own time and success.

Links: Dave Crenshaw Linked | DaveCrenshaw.com |


Ep 119 – Reaching your Ideal Client with Susan Danzig



Today on Top Advisor Marketing Podcast, host Matt Halloran interviews business development expert Susan Danzig! For over 25 years, Susan has worked as a business coach helping her clients understand, appreciate and clarify their true value, define their specialization, and create effective marketing strategies.

As a Master in Neuro-linguistic Programming Coach, Susan has dedicated herself to freeing her clients from the human condition that causes us to limit our beliefs in our success. After working with hundreds of advisors, Susan recognized that regardless of their level of success, it was her own clients who stood in the way of achieving success. Using her extensive resume and her education, Susan is changing the way advisors attract and retain their ideal clients.

If you’re looking to set a new tone for 2019, or simply in need of a 4th quarter boost, be sure to listen in today! And check Susan’s websites for some incredible free resources!

Links: Susan Danzig LLC | Susan Danzig LinkedIn


Ep 118 – Top 10 Interview Tips with Matt Halloran



Switching up sides of the mic today, Kirk sits down to interview our regular host Matt Halloran! Together, the two are diving into the top 10 interviewing tips. If you’re a podcaster wanting to up your game, or perhaps someone who frequently makes appearances on other people’s podcast, Matt has the ten things you need to be doing to create engaging dialogue and quality content. Be sure to listen in with Matt and Kirk today!


Episode 117 – Video Marketing with Robin Powell



As an advisor, what is the best way to communicate with your clients? Many of us read or create blogs for our clients, or perhaps have even broken into the world of audio podcasting. But have you ever created a video for your clients? Or are you deterred by what you feel is a cumbersome and expensive medium?

Today, Top Advisor Marketing is travelling across the Atlantic to speak with Robin Powell, journalist and financial educator, on the topic of video marketing with advisors.  Robin specializes in creating quality video products for advisors, and his here to share in his expertise and maybe convince some of our listeners that video has a place in their marketing plan.

Learn how you can create your own video marketing to build rapport, drive website traffic, and create lasting and memorable content.

LINKS: Robin Powell


Episode 116 – Persuasive Communication with Jeff Tippet



Client acquisition is one of the most expensive parts of running a business. From the marketing to the sales calls to the seminar events, everything has a cost. So are there ways to make all of those steps more affective?

Professional Speaker, author, and entrepreneur Jeff Tippet joins host Matt Halloran today to discuss how you can use persuasive communication to build the business you want.

Persuasive communication often gets a bad rapt for being aligned with manipulation. However, the two couldn’t be further from the same thing. Persuasive communication techqniues call someone to something using effective reason and argument. We all believe in the products we are selling, and persuasive communication can help you effectively articulate this.

If you’re interested in fixing your communication skills, and developing stronger and longer lasting client relationships, listen in with Jeff and Matt today!

LINKS: Pixels are the New Ink | Jeff Tippet LinkedIn


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