Category Archives: Practice Mgmt

Episode 64 – Medicare Marketing for Complete Client Offering



Matt and Kirk are joined by an incredible duo from the financial industry, Joanne Russell and Gwynne Elberson. Joanne is the owner and operator of Boomer Healthcare Group where she along with Gwynn are Medicare specialists. Today with Matt and Kirk, Joanne and Gywnn explain how YOU can use Medicare to market you services and differentiate yourself from the competition. Joanne and Gwynn detail their personal successes with Medicare marketing, and provide some step by step information that you can use to start creating a complete serice today.

LINKS: JOANNE GIARDINI RUSSELL | GWYNN SHARICK ELBERSON |  BOOMER HEALTHCARE GROUP |


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 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


Episode 56 – Win New Customers with Jean Ginzburg



As many of you know, Matt and Kirk are digital marketing fantatics. And they know they have to bring in fresh new ideas to provide our listeners with the most relevant and hot information about why you need a bigger and better digital marketing footprint. And what better way to give you the information you need then to host digital marketing expert Jean Ginzburg! Jean is an Amazon best selling author of “Win New Customers: How to Attract, Connect, and Convert More Prospects into Customers in 60 Days Using Digital Marketing”, which has recently been featured on Forbes.com and the Huffington Post. In her ground breaking book, Jean brings to readers a refined and perfected system, that teaches the industry about their potential to use digital marketing to generate real business.  Matt and Jean dive into the book covering Jean’s philosophies, the why’s behind her decision to write, along with highlighting some of the incredible content Jean offers. For anyone interested in learning more about digital marketing, Jean is the expert you need in your life, and this podcast is your first step in learning more!  Links: JEAN GINZBURG WIN NEW CUSTOMERS


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.


Episode 36 – Warrior Advisors Have Laser-Like Focus w Olympian, Paul Kingsman



Kirk and Matt are joined by Paul Kingsman. Paul wrote the book, “The Distraction Proof Advisors”. He speaks to, writes and coaches top advisors on how to pursue and achieve a laser-like focus. Paul shares four common ways advisors get distracted and how that distracts them from generating more revenue, more profit, more client time, more personal time and more fun in their practices. Paul also shares his experience competing in the 1988 Olympics and how it shaped his coaching business.

PAUL KINGSMAN ON LINKEDIN | BOOK, THE DISTRACTION-PROOF ADVISOR” | WEBSITE


Episode 34 – Death By Referrals (Part 2/3)



Kirk and Matt discuss five ways Advisors may be killing their practice with referrals. They aslo get into the key reasons clients refer and how this impacts an advisor’s referral-mindset, and how they attract more referrals, especially ideal ones. This is Part 2 of a series of 3 podcasts.

DOWNLOAD PAPER, “DEATH BY REFERRALS” HERE


Episode 32 – How To Leverage Impact Investing In Your Practice with Sonya Dreizler



Sonya defines Impact Investing (also known as SRI, ESG…) and it’s growing role in an advisor’s practice. Sonya breaks down the jargon and acronyms popping up in this new area of responsible investing and steps advisors need to consider to begin understanding, talking with clients about and implementing into their practice.

LINKS: LINKEDIN | WEBSITE


Episode 28 – Why Advisors Should Care About Behavioral Finance



Prasad Ramani, founder of Syntoniq, joins us to discuss the simple and compelling applications of behavioral finance in an advisor’s practice and a client’s life. Prasad discusses: why is BF important, how does it impact client investment behavior, why is it a factor when it comes to business development, and how BF can be used to develop and strength relationships with new and existing clients. 

LINKEDIN | BIO | WEBSITE | TAKE BF ASSESSMENT


Episode 27 – The #1 Selling Mistake Keeping Advisors From Earning Serious Money w Jimmy Lyons & Jeff Tompkins



AdvisorConnects’s Jimmy Lyons and Jeff Tompkins join Matt Halloran for a discussion on ways advisors can adopt technology to make their practice and lives better. In the age of digital fatigue, advisors need to find how to connect technology to simplify how it works, how much it costs and how it can give them more time, not less. 

LINKS: AdvisorConnect.co | LINKEDIN (Jimmy) | LINKEDIN (Jeff)