Category Archives: Marketing

Ep 185 – 14 Rules of Advisor Marketing Success



In today’s conversation, hosts Kirk Lowe and Matt Halloran dive deep into what Kirk calls the 14 rules of advisor marketing success.

Kirk, having spent the last 20 years in this industry, shares what he has learned about how to successfully use marketing to improve your advisory business. Get ready to take notes and discover how to set yourself apart from other advisors, what no one has ever told you about building a niche, and why being on social media is well worth your time. 

In this episode, you’ll learn:

  • How to find what will separate you from other advisors
  • What it means to be relevant (and where a niche comes in)
  • Different ways to promote you and your business
  • The link between your values and your identity
  • Why we say, “Don’t keep your secrets secret”
  • And so much more!

Tune in now and learn the 14 Rules of advisor marketing success!

Resources: Top Advisor Marketing 

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Ep 181 — How to ask for Referrals without Begging — Referrals Mini-Series Part 2



Today, Referral Coach International founder Bill Cates is back for part two of our three-part mini-series on making your practice a referral magnet.

There are 3 types of people when it comes to getting referrals. Some will give you referrals right on the spot, some won’t do it when you ask, but will when they are ready, and some just won’t do it at all. Today, Bill and Matt discuss how to approach asking for referrals, highlighting best practices that will allow you to ask not by begging or pushing, but by being proactive instead.  

In this episode, you’ll learn:

  • The difference between a referral and an introduction
  • Two ways you can be proactive about getting referrals
  • The reasons why clients don’t give referrals
  • How to keep your messaging genuine to you
  • And so much more!

If you want to grow your company exponentially, listen in now and take notes as Bill takes you through the process of asking for referrals! 

Resources: Referral Coach | Coach Cates | Bill Cates Speaking | E-Guide | Referrals Mini-Series Part 1

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Ep 180 — How to get Referrals Without Asking — Referrals Mini-Series Part 1



Every advisor’s dream is to get referrals without asking. But how do you accomplish this?

According to Bill Cates, the key is to be super referrable.

Today, Matt welcomes Bill, the founder of Referral Coach International, for a 3-part mini-series on referrals to help you and your practice grow in the best way possible.

In this first part, Bill and Matt explore how you can get referrals without asking. Referencing Julie Littlechild’s research on the correlation between client satisfaction and referrals, Bill lays out several strategies to help you create engaged client relationships that will make clients want to refer you.

In this episode, you’ll learn:

  • The three parts of the client relationship that create engaged clients
  • Why the biggest mistake is thinking getting referrals needs to take a long time
  • The importance of the value you provide and how you can start providing it quickly
  • Why it’s important to talk about expectations early on
  • The value in finding and sharing your ‘client-focused why’
  • And more!

Join Bill and Matt now to pick up some great tips and ideas to help you on your path to getting referrals without asking!

Resources: Referral Coach | Coach Cates | Bill Cates Speaking | Julie Littlechild

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Ep 179 – The Power of Podcast Marketing — with Ben Jones



Nobody knows the power of a podcast like a podcast host.

Today, Matt Halloran welcomes Ben Jones, the host of the Better Conversations. Better Outcomes podcast and the managing director and head of intermediary at BMO Global Asset Management. At BMO, Ben leads a team of sales and service professionals to deliver investment solutions to intermediaries such as RAI’s, broker-dealers, and other investment managers.  

To get the word out about the great work his team does, Ben hosts a bi-weekly podcast called Better Conversations. Better Outcomes, where he provides listeners with actionable content to help propel their practice in different areas of wealth management. Today, Ben shares more about his strategies behind his podcast, and how he makes it as valuable as possible for listeners.

In this episode, you’ll learn:

  • About Ben’s role at BMO
  • Why Ben believes that better conversations lead to better outcomes for advisors and their clients
  • Three areas of conversation Ben and his team aim to enhance
  • The importance of putting the content you’re marketing first
  • Why Ben believes financial services is a noble profession
  • And more!

Tune in now to learn more about Ben, BMO Global Asset Management, and the power of podcasting with great content!

Resources: Top Advisor Marketing /  BMO GAM/Better Conversations/ Tickle Monster

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Ep 178 – Show Your Clients How to RetireReady — With Ed Dressel



Today, Matt shares the mic with a guest who has a substantial amount of experience in the finance industry and ideas to help you solve problems and make your life that much better.

In this episode, Ed Dressel, president and owner of RetireReady Solutions, shares how his company helps advisors educate their clients about what retirement can and will look like. Most importantly, you will find out how Ed’s processes can be applied to your experience.

In this episode, you will learn:

  • How the reports that Ed’s company provides breaks down retirement plans in a way that everyone can understand
  • What it means to take a smaller step towards retirement and other important questions to ask your financial advisor
  • What Ed likes to do for fun to blow off steam
  • Ed’s go-to piece of advice or life insight
  • And more!

Tune into this episode of the Top Advisor Marketing Podcast and learn how to help your clients RetireReady!

Resources: RetireReady Solutions

 

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Ep 177 – 7 Steps for Strategic Risk-Taking — with Craig Hersch



Today, Matt welcomes back a known thought leader Craig Hersch, estate planning attorney and founder of The Freedom Practice.

Craig is here to share how he’s grown his business to the point where he’s able to spend time focusing on his highest and best use. In this episode, Craig also uncovers seven steps for strategic risk-taking so you too can overcome your obstacles and start generating great ideas.

In this episode, you will learn:

  • Craig’s seven steps for following through on your ideas
  • How your personality traits affect your ability to generate and carry out great ideas
  • The importance of looking back at how far you’ve come
  • Why you should be doubling your costs when doing a cost-benefit analysis
  • The importance of delegating tasks so you can carry out your highest and best use
  • And more!

Tune in and learn how to start putting your ideas into practice!

Resources: The Freedom Practice | The Estate Planner’s Practice Development Podcast | Kolbe Personality Test | The Blueprint Program

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Ep 176 – Uncork Your Productivity: Part 2 — With Patty Kreamer and Michelle Donovan



Many advisors tend to have difficulties in the area of referrals. How much is too much? And why isn’t your COI reciprocating with client referrals?

In part 2 of uncork your productivity, Matt discusses the ins and outs of referrals with Michelle Donovan. They go on to answer many questions around referrals that plague the minds of many financial advisors.

In this episode, you will learn:

  • Where financial advisors can begin with getting referrals.
  • How the fear of sounding desperate is a self sabotaging belief.
  • Way to deal with the fear of sounding desperate when asking for referrals.
  • How to set clear expectations with your COIs and other existing clients.
  • The influence having a niche has on a financial advisor’s ability to get referrals.
  • How Michelle helps advisors find their niche.
  • What the communication training by Michelle and Patty to their clients looks like.
  • And a lot more!

Need some help with asking for or receiving referrals from your COIs? Let Michelle Donovan help you get uncorked and get results. Tune in now!

Resources: Productivity Uncorked

Brought to you by: Iris.xyz

 


Ep 175 – Uncork Your Productivity: Part 1 — With Patty Kreamer and Michelle Donovan



Welcome to part one of this mini-series with our friends Patty Kreamer and Michelle Donovan, co-owners of Productivity Uncorked!

Today, Matt speaks to our special guests about productivity. They bring you actionable advice, covering topics from managing to-do lists and getting rid of brain clutter to calendering and cutting out email-stress once and for all.

In this episode, you will learn:

  • What it means to be truly productive
  • How to go about creating and managing a to-do list
  • How Patty teaches people the time blocking system
  • What it means to be unproductive and how to get ahead of it
  • Some of the biggest time wasters financial advisors deal with
  • Tips for reducing the stress that comes with handling emails
  • What the productivity coaching program by Patty and Michelle entails
  • And more!

Are you ready to uncork your productivity and become more effective? Then tune in to learn how!

Resources: Productivity Uncorked

Brought to you by: Iris.xyz


Ep 174 – Start Creating Documented and Repeatable Systems — With Dean Soto



When Matt gets this excited about a guest, you know it’s going to be good!

Today, Matt chats with Dean Soto, president of Pro Sulum, about scaling your team and saving time by enlisting virtual assistants to document your systems. Dean also explains why rescinding control can be a good thing. In fact, Dean firmly believes that 95% of what we do can be done by someone else if there is a process in place.

In this episode, you will learn:

  • What drove Dean to start his own business
  • Which essential and time-consuming tasks virtual assistants can do for you
  • Who the most important person is to have in your organization
  • How to make standard operating procedures easier to put together
  • Why virtual assistants will save you time and money
  • Where the name Pro Sulum came from
  • And more!

Listen in now to find out how to document your systems and free up your time!\

Resources: Dean Soto via LinkedIn | Pro Sulum

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Ep 173 – Cracking the Code to Customer Devotion — With Shawn Moon



Today, Matt welcomes Executive VP of Global Sales and Delivery at FranklinCovey, Shawn Moon to the show!

In this episode, Matt steps outside of the finance industry to get Shawn’s fresh, new take on how to cultivate fierce loyalty in your customers. As it turns out, it all starts with your employees — 70% of your customers are influenced by your frontline employees! Today, you will learn how to help your employees strengthen their sense of empathy, responsibility, and generosity.

In this episode, you will learn:

  • Why the finance industry is practically tailor-made for the leading loyalty framework
  • Why it’s imperative to influence frontline employees
  • About the 11 huddles to have with your team
  • Ideas for using a powerful emotion —  surprise — to inspire customer loyalty
  • The satisfaction metric pitfalls to avoid
  • And more!

Tune in and learn how to influence your frontline employees and build customer loyalty!

Resources: Leading Loyalty |  FranklinCovey  

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