Category Archives: Get to Know the Experts

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 83 – Karim Rashwan – Digital Age Marketing!



Today, Matt Halloran and guest Karim Rashwan from Advisor Stream discuss the growth of Advisor Stream and how the digital age is an important outlet to grow you practice. Linkedin, Twitter, YouTube, and Facebook to name a few are the newest tools to take you to the next level. Karim dives deep on digital marketing and the scalability of this digital age for advisors and how you can execute properly and keep up with the times!

Tune in to meet Karim, and how you can grow your practice with digital marketing!

Top Advisor Marketing


Episode 81 – Don Whalen: Precise Advising!



Today, Matt Halloran introduces the Top Advisor Community to Don Whalen. Don is a registered CFP and Co-Founder of Precise FP. Don isn’t your ordinary CFP, and provides a unique view of working with advisors. His inspiration for work? Engaging his audience while also helping his clients do the same. Don strives to help financial advisors step-up their practice, and paving the path for those that want to present great content to their desired communities.

Tune in to find out more about Don, what he does, and how he can help you reach your advisor goals!

You don’t want to miss out on this episode!

Top Advisor Marketing


Episode 79 – Joseph Merlino & Value Creation



In today’s episode, Matt Halloran introduces Joseph Merlino who is here to guide you through value creation. When you think of the word value what do you think of? For many financial advisors it can be difficult to identify values, let alone share the with others. But there is help! Joseph wants to show you some effective ways to show more value to your clients and potential prospects so that they know their getting the best services possible.

Tune in to find out how you can create more value, and sharpen up your processes with your clients!

Emergent Business Website|Email JoeLinkedIn


Episode 77 – Larry Miles – It Starts With Culture



Today, Larry Miles, a principal at AdvicePeriod talks about what most financial advisory firms get wrong in customer experience. Luckily, as a firm this is something you can take control of and change. Culture, Technology, and specifically your team can help boost morale and create memorable customer experiences that will separate your firm from the rest. Part of this is continuously adapting and changing with the times. When you’re upgrading your firm’s technology, and focusing on connecting with customers, you will only be propelled further.

AdvicePeriod lives by the quote “If culture doesn’t fit, nothing else matters”, you should too.

Tune in to find out how you can grow your company culture, and create rewarding experiences for both your team and your clients.

AdvicePeriod for Advisors | AdvicePeriod


Episode 76 – The 7 Digital Prospecting Techniques: Part 4



Do you have a facebook page? Struggling to find your audience?

Today, Matt Halloran and Kirk Lowe discuss the importance of social media and using Facebook as a medium to reach your audience. Facebook is a platform that can showcase your personality, and most importantly your vision. The platform itself is a gateway to transparency, which can allow your audience to have a personal connection with you and your practice. Matt and Kirk discuss how character, personality, and balancing your expertise can help mould your network and establish a connected community.

Tune in to find out how you can manage Facebook, and become an online influencer!


Episode 75 – White Glove Workshops: Seminar Marketing



Today, Matt Halloran is joined by Mike Thurman to discuss White Glove Workshops and how they can transform you into a seminar master. As many in the financial industry know, seminars are a crucial way for you to share your voice and grow your prospects. But for some, speaking in front of crowds of people is difficult to do. Mike Thurman has completed thousands of seminars helping everyone from medical to financial, and creates impactful leadership thinkers to make sure you are getting the best out of your seminar.

If you’re struggling to drive in leads when you host a seminar, tune in today to find out how you can use White Glove to achieve your prospecting dreams.

LINKS: MIKE THURMAN |  WHITE GLOVE WORKSHOPS


Episode 72 – Willa Silver – Good Referrals, Good Sales!



Today, Matt Halloran is joined by Willa Silver, a talented sales professional with over 35 years of experience specializing in advisor practices. Willa recently became the owner of “New Language of Sales”, which is a coaching service that helps new time salesman find their feet in the industry.

Together, Willa and Matt discuss the importance of referrals and good marketing. Getting referrals starts with your attitude, your approach, and your consistency to practice. For some, it is hard to ask someone else for referrals in fear of feeling incompetent. But no fear, Willa is here to direct you in the right direction and show you how you can become a strong connector and influencer in your practice.

Tune in to find out how you can gather more referrals, and be a connector within your community!

LINKS: WILLA SILVA


Episode 70 – 10 Commandments of Investing



Today, Matt Halloran interviews Daniel Crosby, a P.h.D graduate and the author of “The Laws of Wealth”. Daniel and Matt discuss the 10 commandments of investor behaviour that every investor should live by. Changing your behaviour, and reapproaching investing with a stronger mindset, will allow you to invest and focus on managing your fees, setting aside money, and diversifying your assets, instead of focusing on other extremities that don’t apply to you and your portfolio. These steps will allow you to manage what matters most instead of getting lost in your investing emotions.

Tune in to find out what you can do to change your behaviour to become a better investor.


Episode 69 – Speaking directly with your ideal audience with Tom Poland



99% of your marketing messages are probably getting ignored.

Tom Poland, a well known author and marketing official discusses why your marketing messages are just not working. Learn the process on how to be a more effective communicator, so that you can become a unique identity in your market.

Tune in to find out how you can cut through to your audience and reach more clients.

LINKS: TOM POLAND | LEADSOLOGY