Category Archives: Practice Mgmt

Ep 160 – The Decommodification of Your Services with Kirk Lowe



Today Matt shares the mic with Top Advisor Marketing’s Brand Guy, Kirk Lowe, to discuss one of the most important factors to separating yourself from your competition – decommodification.

With any service you’re forever fighting the fact that there is always someone cheaper. Price tags commodify who we are and what we do in a way that can make our businesses and our brilliance feel small. And it’s easy as a business provider to blame your investors or clients for failing to understand just how impactful your services can be. Making them more than just a price tag.

Kirk and Matt dive into how you can break down your services and prove your worth to incoming clients, AKA decommodifying your offering so that your ideal client understands who you are, what you do, and what makes your truly unique and different.

If you’re ready to show your ideal client the true worth of your services, be sure to tune in today!

Links: There is Always Someone Cheaper |


Ep 158 – Creating Compelling Business with Amit Dogra



Matt welcomes Amit Dogra, CEO of Third Seven Advisors to today’s episode. Some of you may recognize Amit from his appearance on Permission to Succeed Podcast. where he shared his knowledge on what it means to succeed as a CEO.

For today’s episode, Matt and Amit are taking this conversation deeper into the world of running a business. The two explore what makes Third Seven Advisors truly unique and different, with an emphasis on how they are able to attract their ideal clients.

Three major areas of focus for Third Seven Advisors are:

  • We believe human interaction is the best way to invest in order to achieve your life and wealth management goals
  • We believe in putting investments back in investing
  • We believe in value creation

Amit is an executive with over 20 years of experience in helping investment advisors, Family Offices and wirehouse firms grow through business leadership, practice management, investment management, sales and relationship management.

Links: Amit Dogra LinkedIn | Third Seven Advisors |


Ep 157 – Provoking Brilliance with Machen MacDonald



Your host Matt Halloran welcomes long time friend of Top Advisor Marketing Machen MacDonald to today’s podcast. Machen is the founder of Pro Brilliance Leadership Institute and is renown in the financial sector as one of the best leadership coaches around.

The basic definition of leadership is bringing out the best in ourselves and others. As a business owner are you able to help others to perform at their full potential? Would you define yourself as a successful leader? Or do you even have qualifiers for being a successful leader?

Today’s podcast will help you to discover what true leadership in business means, what areas you might be lacking in as a leader and the next steps to becoming a better leader.

If you’re looking to improve the quality of your offerings and your office culture, listen in today to learn how you can provoke the brilliance around you!

Exclusive Offer: If you love what you’r hearing from Machen, you can sign up today for a FREE 45 minute Strategic Breakthrough & Clarity Session. This 45 minute session will help you get the clarity, confidence and focus you want for yourself. Are you ready to take charge of your business? Schedule your 45 minute session today!

Links: Machen MacDonald LinkedIn | Pro Brilliance Leadership Institute | MindScan Assessment


Ep 156 – Education Planning with Priscilla ONeill



Today your host Matt Halloran is pleased to welcome education planning expert Priscilla ONeill to today’s episode to discuss what you can be doing as an advisor to assist your clients with education planning.

Priscilla is the president of Summit Scholar and a Certified Educational Planner. At Summit Scholar, Priscilla has designed software and a four phase college strategy process for highschool aged students so that they can have a thorough understanding of their financial AND educational situation in order to make the best choices for their futures.

If you’re looking to give your clients and their children a true analysis of all the aspects of college, acceptance, and funding this episode is for you! Tune in today and be sure to connect with Priscilla for more information!

LINKS: Priscilla ONeill LinkedIn | Summit Scholars


Ep 155 – Defining Global Leadership with Jodi Morris



On today’s episode of Top Advisor Marketing, we’re stepping away from the US economy to look at the big picture of global connection and wealth. Your host Matt welcomes Jodi Morris, founder of Connecting Growth Globally, to discuss what it takes to develop global leadership and how it’s possible to connect your global growth.

Jodi’s mission in her work is to help motivated, curious, globally-minded individuals and teams define and harness their values, strengths and story to better maximize their life impact. Her two main avenues to achieve this is Success Coach and Global Leadership Trips. In an industry where people often feel they’re unable to be themselves, Jodi’s work enables financial service professionals to add the WHY to their business model and professional lives.

If you’re interested in learning more about global leadership, or how your business model could benefit from a bit more WHY be sure to listen in today!

Links: Jodi Morris LinkedIn | Connecting Growth Globally |


Ep 151 – Equal Pay Negotiations with Katie Donovan



To finish of Women’s History Month, your host Matt Halloran welcomes pay equity expert Katie Donovan to discuss what you can be doing to decrease the wage gap in your business.

Katie is the first pay expert to be featured on Top Advisor Marketing Podcast. She began the movement in Massachusetts to ban use of salary history in hiring and compensation decisions which has had a dramatic impact on lessening the pay gap. She is now a consultant and owner of Equal Pay Negotiations (EPN). Her work their strives to achieve equal pay for all groups who are systemically underpaid including women, people of color, members of the LGBTQ community, and people with disabilities, through pragmatic solutions similar to ending the use of salary history.

Discover ways you can change your hiring process, optimize your current payroll employee and learn what finance as a whole can be doing to decrease the wage gap. Listen in today!

Links: Katie Donovan LinkedIn | Equal Pay Negotiations 


Ep 143 – The Taylor Method with Eszylfie Taylor



Today Matt welcomes award winning advisor, broker and agent Eszylfie Taylor! With nearly two decades in the business, Eszylfie has managed to succeeded exponentially in the trenches and through his experiences created The Taylor Method, the topic of today’s podcast.

The Taylor Method is an accumulation of Eszylfie’s career triumphs and failures. Derived from over 16,000 client interviews, the Taylor Method puts all the ideas, tools, language and processes for success in one convenient online location.

Matt and Eszylfie explore the substance behind the method and the value it can bring to your advisory business.

Be sure to tune in today to learn more about what The Taylor Method could be doing for you!

Links: The Taylor Method | Eszylfie Taylor LinkedIn


Ep 142 – The Intersection of Leadership, Character, and Ethos with Dr Sean Hannah



Ethos is defined as the core values, beliefs and ideal that a leader will hold and manifest out to positively influence others and organizations. Do you recognize the ethos in yourself as a business leader? Or are you trying to cultivate your own sense of ethos?

If you’ve got questions about your leadership skills, ethos, or how to build the characteristics of a leader, this podcast is for you!

Today Matt is joined by Dr Sean Hannah, a Wake Forest University School of Business professor, retired US Army Colonel, and one of the founding members of 3ethos.

With extensive background in leadership, Dr Sean has spent decades building leaders in the military and in finance to become better stewards, governs, and leaders in the business that they do.

Tune in today to learn more about the leadership characteristics that can you set you apart from the crowd, and build a business you and others believe in!

Links: Dr Sean Hannah LinkedIn | 3Ethos.com |


Ep 138 – Revolutionizing Recruiting with Amir Bormand



Are you ready to change the way you think about recruiting? Matt Halloran is joined by Amir Borand, co-founder of Elevano, and a new age expert in recruiting.

Amir and along with his founding partner, are out to change the way people recruit. Using social media, Elevano helps employers find the right people and bring them into their business. Leveraging digital content, Amir is trying to break away from traditional methods of recruiting, to create a space that is open to a much more social conversation.

If you’re looking to grow your team, or perhaps seeking a new professional endevour, be sure to tune in today to find out how with the right recruiting anything can happen!

Links: Amir Bormand LinkedIn | Elevano


Ep 129 – The Freedom Practice with Craig Hersch



Today were changing a few things up on Top Advisor Marketing podcast! Our host Matt Halloran is joined by estate planning attorney Craig Hersch!

Craig is the creator of the Freedom Practice – a practice management program for estate planning attorneys to help them grow their practice. These unique tactics don’t just apply in the world of law, but can help you make your practice fundamentally unique and different!

Craig is an expert at what he does, and hosts his own podcast along with being an editor at Trusts & Estate Magazine and a contributor to wealthmanagement.com.

Be sure to listen in today and learn how you can create growth in your own practice!

Links: 4GameChange PodcastCraig Hersch LinkedIn| Common Cents Estate Planning: Practical Advice You Should Consider With Your Attorney, CPA and Financial Advisor