Category Archives: FinTech

Episode 87 – Influences vs Strategic Partnerships with Gwynn & Joanne



Today, Matt Halloran brings on two former guests Gwynn Sharick-Elberson and Joanne Giardini-Russell from Boomer Health Group. Gwynn and Joanne guide you through determining your Influencers vs Strategic Partners and how you can use strategic partnering to grow your practice. While influencers are often about uplifting and providing you with tools to get strategic partners, and Gwynn and Joanne are here to make sure you capitalize on grabbing those partnerships to reach your next goal as a financial advisor.

Tune in to listen to Gwynn and Joanne, who’s thought leadership will help you better understand and utilize both types of relationships!

Boomer Health Group


Episode 86 – The Power of Social Media with Heather Wilson



Today, Matt Halloran brings on Heather Wilson from SEI to discuss the power of Social Media and financial advising. At SEI, Heather is a social media manager who is responsible for overseeing multiple advisor accounts, giving her the real world experience to provide credible advice for you. Heather takes listerens on a guided tour of her world, and how she capitalizes on social media. With that in mind, Heather and Matt discuss what you can be doing NOW to reach out to your audience and grow a stronger relationship for those who follow you.

Tune in to find out how to manage your social media so that you can maximize your outreach!

LINKS: Heather Wilson | 5 Tactics to “Untroll” Your Online Trolls


Episode 84 – Getting to Know Justin Koehler



Today, Matt Halloran brings on a friend and a past colleague, Justin Koehler. Justin is the Director of Sales at Fusion Capital Management and is bringing some marketing tactics and insights that will help you free up your time so that you can be more efficient with marketing. Justin goes personal and explains his goals, what empowers him, and also how you should be always changing, evolving to become a better you.

Tune into this episode to learn more about marketing, yourself, and how Justin has evolved. Just like you should!

LINKS: JUSTIN KOEHLER | FUSION CAPITAL MANAGEMENT


Episode 71 – The 7 Dynamic Digital Prospect Techniques: Part 1



Welcome to the first installment of the 7 Dynamic Digital Prospect Techniques with Matt Halloran and Kirk Lowe. These techniques are 7 tried and true methods Matt and Kirk want to share with you to help you grow your prace. In their first segment, Mattand Kirk discuss the value of increasing your LinkedIn connections. LinkedIn can be an incredible marketing tool for advisor if used effectively. It’s important to understand the value of creating conversations and gaining influence in your network to build momentum. With time and diligence you can generate enough interest for people to reach out to you in search of your expertise. Creating this kind of online community is one of the many ways to create a dynamic digitial presence and strong customer relationships.

Tune in to find out how you can use LinkedIn to reach your audience!


Episode 61 – The Myth of Multitasking with Dave Crenshaw



Matt and Kirk are happy to welcome back returning performer Dave Crenshaw to Episode 61! Dave is the master of building productive leaders, and has appeared in Time Magazine, USA Today, Fast Company and BBC News. In addition to his business as a key note speaker, and his sought after LinkedIn Courses, Dave is a three time author, including the best selling time management book The Myth of Multitasking. In today’s episode, Dave dives into some of the key components of his book including the science behind multitasking, how to handle people who claim to multitask, and what’s the best way to move away from your old multitasking ways. If you’re ready to improve your productivity and get focused, listen in today!

 

LINK: DAVE CRENSHAW | DAVECRENSHAW.COM | THE MYTH OF MULTITASKING


Episode 60 – 5 Media Relation Tools for Advisors



As an advisor, you may consider interacting with the media a personal nightmare. Trying to understand rhyme or reason to what story make the news cycle, or who picks up your latest endevor can leave anyone frustrated. But don’t give up on the media yet! Matt and Kirk had the opportunity to sit down with Bill Bongiorno, a PR gladiator with decades in the business. Together, the three of them discuss 3 simple tools that can change your life when it comes to getting in front of the media. Whether you’re looking to be the next guest on your regional financial radio show, or your wanting some coverage from the local paper on your latest charitable event you’re going to want these 5 tools in your arsenal today!

 

LINKS: HELP A REPORTER | PRESS RUSH | CONNECT WITH BILL


Episode 59 – For the Women with Patti Morrison



Matt and Kirk are joined by returning guest Patti Morrison! Patti is an image strategist, and in this very important podcast discusses ways women can build and maintain a business casual closet. One of Patti’s passions is helping women find a wardrobe that works for them. When it comes to business attire, it’s a man’s world. A suit solves everything. But women often have a lot more choices when it comes to business attire which often causes more problems then it solves.

Patti breaks down for us the 10 key components to women’s business attire, so that your whole life isn’t about maintaining a wardrobe. With the help of Patti, you can plan to look like a 10 today!

LINKS: IMAGE STRATEGIST | PATTI MORRISON


Episode 58 – Where to find High Net Worth Women



Paulette Filion and Judy Paradi of StrategyMarketing.ca join Kirk and Matt to discuss their new advisor course “THE ART OF ACQUIRING FEMALE CLIENTS”. Many advisors struggle to find high net worth women, let alone convert them into clients. The art of prospecting female clients requires a different strategy and tool kit in order to be successful. Judy and Paulette discuss some of their tips to creating lasting female to advisor relationships, bringing case studies from real world experiences. If you’re looking to develop a larger business relationship with high net worth women, you’ll want to listen in today!

LINKS: JUDY PARADI | PAULETTE FILION | STRATEGY MARKETING | ARE YOU AS FEMALE FRIENDLY AS YOU THINK


Episode 57 – Prospects, Social Media, and The Best Brand with Jay Coulter



Have you ever questioned the value of social media in your business? Or used the excuse that your prospects don’t use social or that you don’t know what to say? Everyday people are filled with doubts about the value of their work, and in the financial advisor world, every dolar you spend on marketing you need to bring in 5 more in revenue.  Joining Kirk and Ray is brand and social media specialist Jay Coulter. Jay has over 20 years in the financial industry, and currently works for R.C. Whatley & Company and Pinger Systems. In addition to a full career and long list of credientials, Jay is the host of his own podcast, The Resiliant Advisor.  Today, Jay, Kirk and Matt dive into the value the social media as a tool for social advisors. Jay has expenerience building brands that have over 200,000 social media followers, along with developing systems to help every day advisors become their own social media gurus.  If you’re still on the fence about social media, or have decided to dive in but don’t know where to turn next, listen in to this episode and begin to take your social media marketing to the next level! LINKS: JAY COULTER The RESILIENT ADVISOR PINGER SYSTEMS


Olympic Special – The Mindset of an Olympian with Paul Kingsman



Welcome to our Olympic Special Podcast! Matt and Kirk are joined once again by Olympian Paul Kingsman. Matt and Paul dive into discussing the mental mindset of Winter Olympic athletes and how you can use some of same tools to become an unstoppable financial advisor. In order to take your determination and athletisism to the Winter Olympics, you have to put everything on the line everyday. When your sport incorporates fast speeds, ice, and blades, it can be do or die.  And advisors need to start thinking of their business that way, there is no place for a B game in the financial world. Paul provides incredible tools and tips for improving your mental strength and focus to turn your business into a game change. In addition to his Olympic success, Paul is a renowned key note speaker, business coach, and the author of The Distraction Proof Advisor.