Category Archives: Branding

Episode 277– Why Top Advisors Are Rebranding Their Client Meetings –– With Duncan MacPherson

December 22, 2020Branding, Digital Marketing, FinTech, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesAwareness, Be Your Own Loud, Business Growth, Business Innovation, Change, Client Relationships, Client Satisfaction, Clients, coaching, Confidence, content marketing, Documentation, Engaged, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, financial services, Grow your practice, Growing Your Business, Influencer Marketing, Innovation, marketing, Matt Halloran, Podcast, Podcasting, Privacy, Sales, Security, Social Media, Thought Leadership, Top Advisor MarketingRobyn Walter

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Attention advisors! It’s time to re-introduce yourself to your favorite clients so they understand and appreciate your value completely!

Today, Matt is joined by Duncan MacPherson, the CEO of Pareto Systems. Join them as they discuss several ways to rejuvenate your client relationship and reinforce your value proposition through rebranded meetings and proven marketing strategies for today’s advisors.

You will learn:

How to use strategic, agenda-driven meetings to elevate the client experience
What outcome advisors are seeing from rebranded client meetings
The difference between stewardship and salesmanship
Why elite financial professionals choose to outsource
3 essential keys to making a video that clients will love and remember
How to develop a process-driven approach to attract more clients
And more!

Listen now to learn how to rebrand your meetings so you can stay top-of-mind with your ideal clients and highly referable!

Resources:

Episode 269 – 16 Social Media Etiquette Rules for Financial Advisors

November 5, 2020Branding, Digital Marketing, FinTech, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, 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, Sales, Top Advisor Marketing, Wealth ManagementRobyn Walter

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There are ways to conduct yourself professionally on social media –– and there are etiquette blunders to avoid at all costs.

Today, Kirk and Matt discuss “14 Essential Social Media Etiquette Rules for Brands” written by Todd Clarke and published by Hootsuite. They add their own spin for financial advisors and tack on two more rules –– including one you definitely won’t expect to hear in a list about etiquette –– to help you gain a strong social media audience.

In this episode, you will learn:

Whether it’s ever acceptable for advisors to use auto-replies and bots
Easy ways to check the tone of your social media posts before you publish them
How to pick a fight on social media and example-topics for advisors
How to make the most of the social media algorithms to gain maximum visibility
And more!

Tune in now to learn the most important social media etiquette rules for advisors!

Resources: Top Advisor Marketing |14 Essential Social Media Etiquette Rules for Brands by Todd Clarke | Webinar Replay: How to Write Social Media Posts That Get Clicks

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Episode 254 – How To Use Facebook Ads To Market To Your Ideal Clients –– With Kelley Doutre

August 25, 2020Branding, Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, Wealth ManagementRobyn Walter

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If you get super specific with your Facebook Ad targeting, will enough people see your ads?

Will you be competing for visibility with Facebook Ads from large financial companies?

Today, Matt speaks with Kelley Doutre, founder of Sweet Honey Marketing, about how to get your Facebook Ads in front of the people you’d love to serve. You will also learn how often to post on Instagram and Facebook and why it’s time to stop overlooking Instagram as a marketing tool.

In this episode, you will learn:

How to build the like, know, and trust factor throughout the customer journey
How Facebook Ads differentiates between small advisors and big advisors
Why you shouldn’t worry about having to compete with large companies’ Ads
What will compel people to click on your Facebook Ads
How often financial professionals should post on Instagram and Facebook
Which one is the best option for building a community: Pages or Groups?
And more!

Tune in now to learn how to use Facebook Ads to build relationships with your ideal clients.

Resources: Top Advisor Marketing | Sweet Honey Marketing | Kelley Doutre on LinkedIn

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Episode 251 – 4 Ways for Advisors to Increase Prospect Quality Over Quantity

August 13, 2020Branding, Digital Marketing, Get to Know the Experts, Marketing, Podcasting, SalesClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, 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, Sales, Top Advisor Marketing, Wealth ManagementRobyn Walter

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Lead generation is dying a slow, wonderful death. Large numbers of leads are no longer the ticket to marketing success for advisors.

Today, Matt and Kirk dive into four ways to increase your quality of prospects –– and stop focusing on quantity. They highlight the power of being omnipresent with your marketing and how to attract, intrigue, engage, and influence to build quality leads.

In this episode, you will learn:

Why marketing for quality breeds focus in your business
Examples of how to create advocacy, which attracts business
Ways to get your expertise in front of new people on social media
How to become omnipresent online (and why it doesn’t have to be hard)
Why it’s important to have your own content (and not just share other people’s content)
And more!

Tune in now to learn four ways to increase your prospect quality!

Resources:

Top Advisor Marketing | Episode 161: The Top 10 Arguments Against Niche Marketing – and Why They’re All Wrong! | iris.xyz | Idea Decanter

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Episode 249 – How RIAs Can Fulfill Every Compliance Requirement Without Sacrificing Time –– With Will Bressman

August 4, 2020Branding, Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesClient Relationships, Client Satisfaction, Engaged Clients, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, videoRobyn Walter

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It’s overwhelming for advisors to make the jump to RIA and become their own governing body. But it can also feel liberating if you have tools that make it easy for you to fulfill compliance activities.

Today, Matt talks to Will Bressman, CEO of RIA in a Box®, about the benefits of using RIA compliance software that can be customized to any RIA situation. Will walks you through the features of RIA in a Box®, including its compliance calendars that help you complete the responsibilities for ongoing compliance while saving time.

In this episode, you will learn:

How RIA in a Box® makes an advisor’s life easier
Whether the consistent compliance pressure from wirehouses and BDs disappears once you become an RIA
How quickly this compliance software updates whenever regulatory bodies make changes
How compliance regulations differ between FINRA and the SEC
And more!

Tune in to learn about compliance solutions that can help any RIA feel less stressed and way more efficient.

Resources:

Top Advisor Marketing | Will Bressman on LinkedIn | RIA in a Box

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Episode 247 – Reduce Time and Costs During Your Advisory Firm’s Transitions –– With Jeremi Karnell

July 21, 2020Branding, Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesClient Relationships, Client Satisfaction, Engaged Clients, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, videoRobyn Walter

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Today, Matt talks to Jeremi Karnell, president and COO of Truelytics. Truelytics is a leading business-intelligence SaaS (software as a service) platform in the wealth management sector.

Truelytics is the first end-to-end data-driven platform that helps wealth management enterprises recruit, grow, and retain businesses while reducing time and costs related to transitions.

In this episode, you will learn:

About Truelytics’ four models: TrueRecruit, TruePerformance, TrueContinuity, TrueMatch
Which transitions Truelytics is designed to help advisors navigate with less time and costs, including “the great transition”
Which costs Truelytics reduces during transitions
How this software helps advisors focus on what they should be focusing on
The most beneficial lessons Jeremi has learned from being a serial entrepreneur
And more!

Tune in to learn how Truelytics can decrease your costs and time during your firm’s transitions.

Resources:

Top Advisor Marketing | Truelytics | Jeremi Karnell on LinkedIn | Jeremi@truelytics.com

Brought to you by: iris.xyz

Episode 246 – How to Fill Your Webinars With Fans (Instead of Skeptics)

July 16, 2020Branding, Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesClient Relationships, Client Satisfaction, Engaged Clients, expert, finance, financial, financial advisor, 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, Sales, Top Advisor Marketing, videoRobyn Walter

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Do you have fans or skeptics showing up to your advisor webinars?

Fans are familiar with your work. They understand exactly how you help your niche. And they’re eager to invite their network to your webinar.

Skeptics are the complete opposite. But they’re the people who usually attend advisors’ webinars.

Today, Matt and Kirk teach you how to turn someone into a fan before they show up at your webinar. You will also learn ways to think like a big company as you approach your marketing, which is a key to converting webinar skeptics into fans.

In this episode, you will learn:

The differences between a skeptic and a fan
The downfalls of focusing on short-term marketing outcomes
Ways to nurture your attendees before and after the webinar
The differences between a strategy and a plan
How to think like a big company, but market like a small company
And more!

Tune in now and learn how to fill your webinars with fans!

Resources:

Top Advisor Marketing

Brought to you by: iris.xyz

Episode 244 – How to Be an Ally in a White Male-Dominated Workplace – With Julie Kratz

July 7, 2020Branding, Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Public Relations, SalesClient Relationships, Client Satisfaction, Engaged Clients, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, videoRobyn Walter

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What does it mean to be an ally? What are some ways that you can be more inclusive in your workplace?

Today, Matt speaks with Julie Kratz, a TEDx speaker, inclusive leadership trainer, executive coach, author, and founder of Next Pivot Point, about how to be an ally for women and underrepresented groups in a white male-dominated industry. They also discuss how to take an inventory of your privilege and how to be inclusive in client meetings.

In this episode, you will learn:

How to evaluate whose voices are being heard in your organization
What microaggressions are and how they affect women in the workplace
Tangible ways to be more inclusive in your workplace
Ways to be an ally
How to know if you tend to mansplain (and how to stop)
Ways to be inclusive in your client meetings
And more!

Tune in now to learn about diversity, inclusion, and becoming an ally in your workplace!

Resources:

Top Advisor Marketing | Next Pivot Point | Julie Kratz on LinkedIn

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Mini-Series: How to Use Your Video as a Marketing Tool –– With Laura Garfield And Sharon Gottula of Idea Decanter – Part 3

July 2, 2020Branding, Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesClient Relationships, Client Satisfaction, Engaged Clients, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, videoRobyn Walter

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Once you’ve shot your video, it’s time to get this new content in front of your audience.

In part three, Matt talks to Laura Garfield and Sharon Gottula of Idea Decanter about how to get the most marketing mileage out of your video. Laura and Sharon unpack four marketing steps and explain how to execute them in ways that are measurable for you and highly appealing and accessible to your audience.

In this episode, you will learn:

How to prevent YouTube from suggesting other people’s “up next” videos to your audience
How to decide where to post your videos
How to email your videos without sending a big file
Best practices for posting videos on social media
How to track the success of your videos
And more!

Tune in now to learn four proven ways to market your video!

Special offer for our listeners: Get Idea Decanter’s free guide: “Six Steps to Attract New Clients With a Video.” Email Laura Garfield with “Top Advisor Marketing” as the subject, and she will send you a copy!

Resources: Top Advisor Marketing | Idea Decanter | Laura Garfield on LinkedIn | Sharon Gottula on LinkedIn

Brought to you by: iris.xyz

Mini-Series: What to Do Before You Shoot Your Video –– With Laura Garfield and Sharon Gottula of Idea Decanter – Part 2

July 2, 2020Branding, Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, Wealth ManagementRobyn Walter

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It can feel nerve-wracking to be in front of a camera, especially if it’s your first time shooting a video.

In part two, Matt is back with Laura Garfield and Sharon Gottula of Idea Decanter to help you prepare for shooting your video. Laura and Sharon walk you through the best equipment and camera angles to use, how to prepare your message, and what it’s like to shoot video with their help.

In this episode, you will learn:

Which angles and poses to use in your videos
How to find your message, even if you have no idea what it is
The difference between talking at someone versus talking to them
How Laura and Sharon make it easy for compliance to review your video
How to gear your video to a specific audience
Tips for feeling comfortable and being personable in your video
And more!

Tune in now for tips to help you prepare for your video shoot!

Resources: Top Advisor Marketing | Idea Decanter | Laura Garfield on LinkedIn | Sharon Gottula on LinkedIn

Brought to you by: iris.xyz

Mini-Series: How to Make Your Videos Way More Authentic –– With Laura Garfield And Sharon Gottula of Idea Decanter – Part 1

July 2, 2020Branding, Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, Wealth ManagementRobyn Walter

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How can advisors become more memorable to clients in a short amount of time?

In today’s episode of Top Advisor Marketing Podcast, Matt kicks off a three-part mini-series with Laura Garfield and Sharon Gottula of Idea Decanter. In part one, Laura and Sharon explain how to be authentic in your videos, how to keep compliance happy, and video blunders to avoid.

In this episode, you will learn:

What to talk about in your videos (and what to leave out)
How to hook your audience in the first 10 seconds of your video
Why personal stories are a game-changer for your video content
How to make compliant-friendly videos
And more!

Tune in to learn from two experts in video creation for financial services!

Resources: Top Advisor Marketing | Idea Decanter | Laura Garfield on LinkedIn | Sharon Gottula on LinkedIn

Brought to you by: iris.xyz

Episode 243 – How to Make Your Advisor Website Accessible –– With Natalie Hadley

June 30, 2020Branding, Digital Marketing, FinTech, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, Wealth ManagementRobyn Walter

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Making your advisor website accessible doesn’t have to be difficult or expensive. And advisors who don’t make their website accessible will miss out on a $21 billion market.

In this episode, Matt speaks with Natalie Hadley, the vice president of Outlook Business Solutions. Natalie unpacks actions you can take to make your website accessible to people with disabilities.

In this episode, you will learn:

How to make your website compatible with adaptive technology
How to tell if your website is accessible
What you can do to improve accessibility on your website
Ideas on how to adapt your services to meet different needs
And more!

Tune in now to learn how to make your advisor website accessible.

Resources:

Top Advisor Marketing | Natalie Hadley on LinkedIn | nhadley@outlookbiz.co | Direct Line: 531-365-5347

Brought to you by: iris.xyz

Episode 224: How to Create Lasting Brand Awareness — With Rebecca Hourihan

March 24, 2020Branding, Digital Marketing, Get 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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Do you need to become more recognizable? Are you the top search in your region?

In this episode, Matt speaks with Rebecca Hourihan, founder and CMO of 401(k) Marketing. She elaborates on how she helps retirement-plan advisors market their expertise and build long-lasting brand awareness.

In this episode, you will learn:

What led Rebecca to start this company and serve plan advisors
Why is it important for the 401(k) market to be branded like other businesses
How Rebecca and her team will assist you as a plan advisor
And more!

Tune in now and learn how to start building long-lasting brand awareness.

Resources: Top Advisor Marketing | 401(k) Marketing | Rebecca Hourihan on LinkedIn

Brought to you by: Iris.xyz

Episode 223: Are You Scaling Your Credibility?

March 19, 2020Branding, Digital Marketing, Get to Know the Experts, Marketing, Podcasting, 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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Are you tired of spending time away from the office and your family to speak at events? There are benefits to public speaking, but what if you could reach an infinite number of people at once, all while conserving your time and energy?

In this episode, Matt and Kirk explain how you can benefit from scaling your credibility. You will hear success stories of advisors who’ve pulled this off and learn ways to start marketing yourself more efficiently.

In this episode, you will learn:

The benefits of scaling your credibility
How to determine if scaling your credibility aligns with your business goals
How to use content to build relationships with prospects
Why having content and a complete LinkedIn profile can shorten your sales cycle
And more!

Tune in now and learn how to start scaling your credibility!

Resources: Top Advisor Marketing | Kirk on LinkedIn | Matt on LinkedIn

Brought to you by: Iris.xyz

Episode 220: Dare to Reinvent Yourself and Help Clients Do the Same — With Bobby Henebry

March 3, 2020Branding, Get 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 ever considered taking a different direction in your professional life? Are you equipped to have conversations with your clients about their own desires for reinvention?

In this episode, Matt speaks with Bobby Henebry, a CFA, keynote speaker, YouTuber, and world traveler, about his decision to leave a secure job and eventually start Henebry Blockchain & Cryptocurrency Consulting. Bobby also explains how advisors can build client relationships that facilitate the “reinvention” conversation, and what he’s learned while growing his hobby-based YouTube channel.

In this episode, you will learn:

What Bobby’s first step was after leaving a secure job
Why he just started saying yes to opportunities
How Bobby balances the multiple entrepreneurial interests that he is pursuing
Bobby’s advice for building client relationships that are open to conversations about reinvention
What he has learned about serving his YouTube audience
And more!

Tune in now to consider what your reinvented life could look like — and learn how to support clients who are on the brink of reinvention.

Resources:

Top Advisor Marketing | Bobby Henebry on LinkedIn | Chord Savvy

Brought to you by: Iris.xyz