Category Archives: Get to Know the Experts

Episode 96 – Next Level Niche with Marci Bair



If you haven’t noticed, we love to talk about your niche on Top Advisor Marketing Podcast. Having a real and focused niche enables advisors to make a larger impact in their area of interest, and grow their business exceptionally well. In today’s episode we are diving back into niche financial planning with Marci Bair, President of Bair Financial Planning, and soon to be published author of the Social Responsibility Tool Kit.

With over 25 years of experinece working with female executives, LBGTQ+ communities, and progressive businesses, Marci understands just how crucial a niche is to a sustainable and profitable business. But how can you take this one step further? Matt and Marci dive into how you can undergo assessments and certifications to provide proof that you are operating and unique and one of a kind financial planning service. With a background in sustainable and socially responsible investing, Marci offers her unique input on the various ways you can undergo ESI/SRI certifications to ensure you’re business is not just planning, but operating in a financially sustainable fasion.

If you’re interested in learning how you can take your ESI/SRI business to the next level, or just want to know more about developing a strong niche market, listen in with Marci and Matt today!

LINKS: Marci Bair | Sustainable & Socially Responsible Investing 101 | Socially Responsible Investing Brochure


Episode 94 – Empowering Women in Finance with Katie Burke and Bridget Grimes



Did you know that fewer than one in four CFP® professionals are women and it’s been that way for at least a decade? Financial planning can be a great place for women to work, grown and thrive. So, why is it not attracting more women?  Its an industry about building relationships, problem solving, having control over your work and problem solving. All characterstics of a great field that should be appealing to both men and women.

Yet the continued male dominance has created a disparity in interest. Fortunately, on today’s espiode of Top Advisor Marketing Matt welcomes Bridget Grimes and Katie Burke, co-founders of Equita Financial Network, and two females in finance seeking to correct for that difference.

Bridget and Katie designed Equita to provide the support women aren’t getting from the male led firms that dominate the industry. Equita provides a variety of support systems to women financial planners including networking, scholarship opportunities, peer to peer mentoring, and professional development. It also has a fee structure system designed to reward women as they grow their firms. All of these strategies have been thoughtfully implements to help women become increasingly successful in the financial field.

In addition to running the Equita Financial Network, Bridget is a newly minted author of Corner Office Choices, and both Bridget and Katie manage their own financial planning firms.

To learn more about how Katie and Bridget are changing the way women work in finance, be sure to listen in today or check our Bridget’s new book, linked below.

LINKS: CORNER OFFICE CHOICES | Click here to listen to an exercpt of the book on iTunes | METHOD FINANCIAL PLANNING | WEALTH CHOICE


Episode 93 – Diversity and Inclusion in Finance with Robyn Pollack



When you look around the room at financial conference, it’s probably come to your attention that there just isn’t much diversity in the crow around you. You may not even need to be at a conference to notice the lack of diversity in the financial sector, you may be able to tell simply from looking at your office.

If this sounds like you, first off you’re not alone. And second, there are professional who can help you, such as this week’s guest, Robyn Pollack.

Robyn is the president and founder of Trellis Consulting. As a business strategist with an expertise in diversity and inclusion, Robyn increases financial return by teaching organizations to leverage their D&I Initiatives more effectively.Through years of experience working with businesses as a restructuring attorney, Robyn understands first-hand that business goals, objectives and strategies can only truly be achieved in a culture that is grounded in cultivating and valuing all stakeholders equally.

Learn more today on how you can ensure you’re promoting inclusion and diversity in your work place!

LINKS:  MINDSET | ROBYN POLLACK


Episode 92 – Creating Space for Serving Women with Barbara Provost



Do you feel as though your firm might be missing something? Or more specifically, someone? For decades now, many of us in the financial service industry have ignored 51% of the population, AKA the women. Matt is joined today by Barbara Provost of Purse Strings, LLC and Provost Consulting to discuss how you can change this and what opportunities there are for advisors to best serve women.

Barbara is an expert on women. With a doctorate in education she has spent the past 25 years building financial education products. Her experience and background create an ideal space to assist women in growing in their relationship with money, along with connecting with to properly vetted professionals.

If you’re interested in how you can create a more female accesible practice to help women manage their wealth (who, by the way, are  about 20 trillion dollars), Barbara has incredible thought leadership and insight to offer. Listen in today!

LINKS: www.pursestrings.co |  www.bprovost.com | Barbara Provost


Episode 91- Values, Finance, and Sustainable Investing with Kimberly Griego-Kiel



One word we hear on repeat in the financial industry is niche. For many that means targeting a very specific population, whether that be people from a certain industry, company, or lifestyle. But have you ever considered breaking into the niche of sustainable finances? For many, SRI (Socially Responsible Investing) may just be a buzzword, but for today’s guest it’s a way of life and business. 

In today’s episode, Matt is joined by a woman who not only walks the walk, but has also built a successful business when it comes to niche marketing and sustainable finance. Social advocate and financial planner Kim Griego-Kiel joins Top Advisor Marketing Podcast to share some of personally history with sustainable investing, along with the fundamentals. 

Kim is the president of Horizon’s Sustainable Financial Services, and has been in the sustainable investing industry for over 20 years. Kim walks Matt through the fundamentals of how a sustainable financial services business operates, and how other advisors can adopt similar practice to create lasting client relationships and portfolios.

If you’re interested in learning more about how you can create a strong portfolio that reflects your client’s values and passions, this is an episode you won’t want to miss!

LINKS: www.HorizonsSFS.comKIMBERLY GRIEGO-KIEL


Episode 90 – Striking it Niche with Stephen Wershing



In today’s episode Matt is joined by the coach to the advisors, Stephen Wershing of Client Drive Practice. Together, Matt and Stephen discuss the important difference between a target market and niche. While everyone has a target market (that is a group of people you are specifically trying to attract to your practice), many advisors are still falling short of developing a strong and sustainable niche in their target market. A niche on the other hand is a unique experience you create to attract some of the individuals in your target market. Stephen and Matt dive into the particulars of what it takes to develop a strong and viable niche to drive people to your firm, and develop a strong referral marketing system.

LINKS: LinkedIn | Becoming Referable PodcastThe Client Driven Practice | Stop Asking for Referrals


Episode 88 – Should you be a Thought Leader?



How often do you encourter the words thought-leader in your daily consumption of content. As you might have guessed, it is a truisim that thought leaders tend to be the most successful individuals or firms in their respective fields.  However, thought leadership can be so much more than that. Today, Kirk and Matt discuss if you have what it takes to become a thought leader. At Top Advisor Marketing, being a thought leader goes beyond the basic definition. It’s not a pedigree. It isn’t where you went to school. Thought leadership means you provide the best and deepest answers to your customer’s biggest questions in the format your audience likes best. If you’re ready to task yourself with becoming a thought leader, listen in today to find out how you can use what you know and who you know to take your expertise to the next level.

RESOURCES: Russ Alan Prince and Bruce Rogers – ContributorBlog Post: What is a Thought Leader?

Michael Brenner Article: What Is Thought Leadership? And When You Should Use It?


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 85 – WOW Website Formula



Today, Matt Halloran and Kirk Lowe discuss what it takes to make a great website. Great websites are made up of multiple components. To get that great website feel you have to want it, and understand the crucial role it plays in any business. You need to spend time to make sure your website has clear communication, and is focused on inspiring and driving referrals. Matt and Kirk are here to give you the proper keys to unlocking your websites potential.

Tune in to find out how you can use the WOW Website Formula to form a stronger communication to your clients and potential customers!

Top Advisor Marketing | WOW Website Formula