All posts by topadvisorm

12 Days of Marketing – Evaluate and Benchmark



Benchmarks are a cornerstone to your business success. They give you an opportunity to reflect, evaluate, and challenge yourself in the upcoming year to meet goals. However, benchmarks can be another one of those tasks that simply gets forget. As people say, when something works well, we tend to stop doing it simply because we don’t acknowledge or allocate for it.

Coach Joe has a three part process to help you wrap up 2018 and set yourself on a better path for 2019. Get your benchmarks set, and roll on past them with your most successful year yet!


12 Days of Marketing – Plan To Do The Plan



We all have “plans” but what makes plans a reality? Actually DOING them. So when it comes to building your business plan what’s stopping you? For many of us it’s that we simply right it down as something to get done, without taking the necessary steps to make it happen. Whether that’s blocking our calendar time, arranging a coaching session to prepare for the plan, or simply getting your team together to discuss the business you’re building.

Listen in as Coach Joe explains the value in planning your plan, and get ready to rock in 2019!


12 Days of Marketing – Why Advisors Fail



Failure. It’s not a topic anyone likes to dwell on, yet let’s face – we all fail. Including advisors. And one of the major areas advisors tend to fall down is in creating their own business plan.

Once again, Matt Halloran is joined by the business planning guru Coach Joe Lukacs, to discuss what types of tools and techniques Joe brings to his advisor clients to get them through the struggle that is advisor planning.

Don’t let past business plan failures impede your future success!

Links: Coach Joe’s LinkedIn


12 Days of Marketing – Why Do a Plan?



It’s the beginning of the 12 days of Marketing! To celebrate the holidays and Business Planning month, our host Matt will be joined by Joe Lukacs, AKA Coach Joe, for the next 12 episodes to discuss with us how to create a rockstar business plan for 2019.

To kick start the marketing season, Joe and Matt dive into the value of having a proper business plan. If this is something you’ve always considered doing but couldn’t find the time or see the value, tune into this episode to find out the truth behind the why of business planning!

LINKS: Joe Lukacs LinkedIn


Ep 127 – Getting Holiday Social with Kaley Lewis



Is your holiday social calendar lacking in substance? Or have you simply let your social media presence fall to the way side now that December 1st is behind us? Why not get your social media calendar looking as active as your personal calendar this holiday season with a few quick tips for holiday engagement!

Host Matt Halloran is joined by our very own Kaley Lewis to discuss five tips to making your holiday social shine! By adding some festive and engaging content, you’ll be sure to create an impression and keep your audience engaged through the busiest time of year. It’s never too late to get that holiday calendar rolling, so listen in and start today!

LINKS: Kaley Lewis LinkedIn | 5 Holiday Post Ideas 


Ep 126 – Being a Category of One with Joe Calloway



On this episode of Top Advisor Marketing, Matt Halloran welcomes Joe Calloway to discuss one of his many books, Becoming A Category of One: How Extraordinary Companies Transcend Commodity And Defy Comparison.

Joe helps leaders focus on what is truly important, inspires new thinking about effective leadership, and motivates them to immediate action.

As many businesses today follow a cookie-cutter plan, to become a Category of One you must discover how to decommonditize your business and stand out from the crowd.  Are you providing a specialized service to your clients? Are you relevant? Do you provide value and consistency of performance? Listen in and learn tips from Joe and Matt to setting yourself apart from your competitors and turn your business into a market leader.

LINKS: Joe Calloway LinkedIn | Becoming a Category of One |


Ep 125 – Hosting a Successful Seminar with Mike Thurman



Do you find your seminars are lacking that punch that results long potential prospects lists? Matt explores the top three strategies for hosting a successful seminar with returning guest, Mike Thurman, co-founder of White Glove Workshops.

Mike has over 25 years experience in the financial industry and has hosted over 1000 educational seminars, making him an expert in the field. Along with Matt, Mike reviews his three key components to seminar success: plan the process, possess the heart of a teacher, and finishing strong.

Join us today and be sure to check out White Glove Workshops resources on their website!

LINKS: Mike Thurman LinkedIn | White Glove Workshops |


Ep 124 – The Value of Tech Integration with Kristen Schmidt



Today Matt is diving into the importance of technology integration with tech strategist, speaker, consultant, and founder of RIA Oasis, Kristen Schmidt.

Integrating your technology not only helps make things easier around your office, it can free up time so you can do more in your practice while creating better client services/experience, and creating seamless prospecting. Oftentimes advisors fail to use their technology to the fullest potential – with most firms only using 20-30% of what their technology offers.

As one of the few RIA tech experts, Kristen spends every day working with the very systems that drive your business. Kristen and Matt walk through the basic steps that you can take to evaluate your technology and come to some decision on what comes next.

LINKS: RIA Oasis | Kristen Schmidt LinkedIn 


Ep 123 – Power of the Purse with Lynn Evans



Have you ever thought you had such a great ideasomeone might just pay you to read it? Often times advisors reach a point in their development where they’re told to put pen to paper and draft the next best financial read. But how many of us consider what a great opportunity a book can be for marketing?

Joining Matt today is fellow podcaster, author, CFP®, and speaker Lynn S. Evans to discuss how she developed, marketed, and wrote her book, Power of the Purse.

Lynn is a national leader in the financial planning industry. Lynn has a profound understanding of the deep relationships that revolve around women and money. Through the work of her book, podcast, radio show, and financial network, Lynn has made it her personal mission to help baby boomer women become financially literate and take back control of their finances.

Learn more about Lynn, her book, and marketing in this great episode today!

LINKS: Power of the Purse Podcast | Women of Substance | Lynn S Evans LinkedIn | Power of the Purse Book


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