All posts by topadvisorm

Ep 164 – Your Personal Financial Snapshot With Kyle Christensen



Your host, Matt Halloran, welcomes Kyle Christensen to today’s show to discuss his company and software: Personal Financial Snapshot.

Our focus at Top Advisor Marketing Podcast is to provide our listeners with tools to help them build a truly unique service that will separate them from the advisor down the street. Personal Financial Snapshot does just that.

Personal Financial Snapshot is designed with the clients’ needs in mind first and uses five core principles:

  1. Save at least 15% or more
  2. Maximum protection
  3. Full replacement of assets upon death
  4. Six months to one year of asset storage
  5. Velocity of money

The five principles of Personal Financial Snapshot take financial planning to another level by leaving behind needs-based analysis and project-based analysis.

If you’re looking to give your clients the opportunity to make education-based decisions or are ready to add a higher level of planning to your practice, this is an episode you don’t want to miss!

Links: Kyle Christensen LinkedIn | Personal Financial Snapshot | Five Principles of Personal Finance


Ep 163 – The Power of Recruiting with Tim Martin



Your host Matt shares the mic today with another incredible podcaster, Tim Martin. Today, the two experts are diving into how you can use recruiting as a retention, marketing, and legacy tool.

Tim has spent the past 22 years in Voluntary Benefits sales world. He has recruited, hired, and on-board over 2,000 commission only sales agents – making him an expert in the world of recruitment! When he’s not building up his business, Tim is the host of Success is Voluntary, a show focused on mastering the sale of volunteer benefits.

If you’re ready to further develop your business or are in need of the push to begin your own recruiting program, be sure to listen in today!

Links: Tim Martin LinkedIn | Success is Voluntary | The Sales Boss |


Ep 162 – 7 Podcast Tactics to Grow Your Business



Today Matt and Kirk are back on the mic and switching it up! Kirk is taking over today’s episode, and interviewing your regular host, Matt,  on the 7 podcast tactics to grow your business.

At Top Advisor Marketing, podcasting has been pivotal to the success of the business. Within less than 24 months, we’ve grown from a book balance of zero to our latest evaluation of over a million dollars. As our central hub to business development and growth – Matt and Kirk understand the value of podcasting.

As an time effective and financially efficient solution, podcasting is a great way to get your thought leadership out and heard.

So if you’re curious as to what it takes to create a great podcast and what that can do for your business, be sure to tune in to these seven tactics today!

Links: Your Complete Guide to Starting a Podcast | Join the Micro Influencer Revolution |


Ep 161 – The Top 10 Arguments Against Niche Marketing – And Why They’re All Wrong!



Matt and Kirk are back on the mics today to discuss an important topic when it comes to building your brand and your business – why advisors avoid using niche marketing and the problems it can cause.

With years of experience in branding and finance, Matt and Kirk have repeatedly faced advisors who are unwilling to explore the potential that niche marketing has for their business. They’ve compiled their list of the ten most common excuses to niche marketing – and they’re here to bust them all wide open!

So if you’ve been hesitant to niche your financial advisory business, or you’re looking to narrow your business model further, be sure to tune in today!


Ep 160 – The Decommodification of Your Services with Kirk Lowe



Today Matt shares the mic with Top Advisor Marketing’s Brand Guy, Kirk Lowe, to discuss one of the most important factors to separating yourself from your competition – decommodification.

With any service you’re forever fighting the fact that there is always someone cheaper. Price tags commodify who we are and what we do in a way that can make our businesses and our brilliance feel small. And it’s easy as a business provider to blame your investors or clients for failing to understand just how impactful your services can be. Making them more than just a price tag.

Kirk and Matt dive into how you can break down your services and prove your worth to incoming clients, AKA decommodifying your offering so that your ideal client understands who you are, what you do, and what makes your truly unique and different.

If you’re ready to show your ideal client the true worth of your services, be sure to tune in today!

Links: There is Always Someone Cheaper |


Ep 159 – The College Money Academy with Kelly O’Connor



Today Matt welcomes life long insurance specialist Kelly O’Connor to the show to discuss one of Kelly’s incredible creations  – The College Money Academy.

The College Money Academy was designed to help parents reduce the cost of college. As one of life’s major expenses, you as advisor know what your clients go through in order to ensure their children have the best opportunities for the future. And with Kelly’s resources, this get’s a whole lot easier. You can help your clients save up to 86% off the sticker price of attending college!

So if you’re looking for a way to differentiate yourself from the advisor down the street and help your clients save a LOT of money on those college tuition bills, Kelly has the solution for you.

Tune in today to learn more!

The College Money Academy: A one stop shop for the best education you can get when it comes to reducing the bottom line on your college tuition bills. Whether you’re looking at your own family, or ready to get educated to help your clients, The College Money Academy has all the resources you need for one low cost!

Links: Kelly O’Connor LinkedIn | Kelly D O’Connor | The Three Secrets of Reducing College Fees


Ep 158 – Creating Compelling Business with Amit Dogra



Matt welcomes Amit Dogra, CEO of Third Seven Advisors to today’s episode. Some of you may recognize Amit from his appearance on Permission to Succeed Podcast. where he shared his knowledge on what it means to succeed as a CEO.

For today’s episode, Matt and Amit are taking this conversation deeper into the world of running a business. The two explore what makes Third Seven Advisors truly unique and different, with an emphasis on how they are able to attract their ideal clients.

Three major areas of focus for Third Seven Advisors are:

  • We believe human interaction is the best way to invest in order to achieve your life and wealth management goals
  • We believe in putting investments back in investing
  • We believe in value creation

Amit is an executive with over 20 years of experience in helping investment advisors, Family Offices and wirehouse firms grow through business leadership, practice management, investment management, sales and relationship management.

Links: Amit Dogra LinkedIn | Third Seven Advisors |


Ep 157 – Provoking Brilliance with Machen MacDonald



Your host Matt Halloran welcomes long time friend of Top Advisor Marketing Machen MacDonald to today’s podcast. Machen is the founder of Pro Brilliance Leadership Institute and is renown in the financial sector as one of the best leadership coaches around.

The basic definition of leadership is bringing out the best in ourselves and others. As a business owner are you able to help others to perform at their full potential? Would you define yourself as a successful leader? Or do you even have qualifiers for being a successful leader?

Today’s podcast will help you to discover what true leadership in business means, what areas you might be lacking in as a leader and the next steps to becoming a better leader.

If you’re looking to improve the quality of your offerings and your office culture, listen in today to learn how you can provoke the brilliance around you!

Exclusive Offer: If you love what you’r hearing from Machen, you can sign up today for a FREE 45 minute Strategic Breakthrough & Clarity Session. This 45 minute session will help you get the clarity, confidence and focus you want for yourself. Are you ready to take charge of your business? Schedule your 45 minute session today!

Links: Machen MacDonald LinkedIn | Pro Brilliance Leadership Institute | MindScan Assessment


Ep 156 – Education Planning with Priscilla ONeill



Today your host Matt Halloran is pleased to welcome education planning expert Priscilla ONeill to today’s episode to discuss what you can be doing as an advisor to assist your clients with education planning.

Priscilla is the president of Summit Scholar and a Certified Educational Planner. At Summit Scholar, Priscilla has designed software and a four phase college strategy process for highschool aged students so that they can have a thorough understanding of their financial AND educational situation in order to make the best choices for their futures.

If you’re looking to give your clients and their children a true analysis of all the aspects of college, acceptance, and funding this episode is for you! Tune in today and be sure to connect with Priscilla for more information!

LINKS: Priscilla ONeill LinkedIn | Summit Scholars


Ep 155 – Defining Global Leadership with Jodi Morris



On today’s episode of Top Advisor Marketing, we’re stepping away from the US economy to look at the big picture of global connection and wealth. Your host Matt welcomes Jodi Morris, founder of Connecting Growth Globally, to discuss what it takes to develop global leadership and how it’s possible to connect your global growth.

Jodi’s mission in her work is to help motivated, curious, globally-minded individuals and teams define and harness their values, strengths and story to better maximize their life impact. Her two main avenues to achieve this is Success Coach and Global Leadership Trips. In an industry where people often feel they’re unable to be themselves, Jodi’s work enables financial service professionals to add the WHY to their business model and professional lives.

If you’re interested in learning more about global leadership, or how your business model could benefit from a bit more WHY be sure to listen in today!

Links: Jodi Morris LinkedIn | Connecting Growth Globally |