Category Archives: Uncategorized

Episode 89 – Social Media Research With Julia Ritchie



In today’s episode, Matt brings on one of Top Advisor’s inhouse social media expert, Julia Ritchie to share her recent findings on updates to all our of major Social Media Platforms. Julia has an advanced degree in digital media and communications, and has been an important addition to our team. With changes to everything from user interface, to ad formats and new features, Julia and Matt explore the changes that will be impacting your summer social media experience. If you’re interested insuring that your posts continue to please the algorithm, this is an episode you won’t want to miss.


Episode 74 – 7 Dynamic Digital Prospecting Techniques: Part 3



Have you ever thought about starting your own Podcast?

Today, Matt Halloran and Kirk Lowe talk about how to elevate your practice with podcasting! Podcasting is a great way to share your vision to an audience. Here at Top Advisor, we want to show you how you can shape your talent, and your voice to be a successful catalyst in your field. Doing some homework, and developing your podcast connections will allow you to find your community. You do not want to miss out on today’s podcast.

Do you want to know how to kickstart your podcasting career?
Grab the Top Advisor Marketing Podcast Guide: Here


Episode 68 – The Business Model for Lead Advisors



Are you ready to get off the treadmill and have more energy and free time?

Do you find it difficult to say no to a client, even when they are not the ideal client for your business?  Or do you find you are spending a lot of time training junior advisors, and not spending enough time focusing on the clients you love to work with?

In this episode Matt and Kirk explore 3 Categories of your business model may fall into, and what you can do to help change your business model so you can optimize your time and work with the clients you love to work with!

Sometimes you have to take a big step back to take a big leap forward.

—–

3 Categories:

– Too Many Clients/Volume Model, Jr. Advisor Model

– Too Many Client Types

– Too Wide of A Niche

Find opportunities to work with other advisors to get things done and refer the clients that do not fit your niche market

Matt and Kirk discuss the 80/20 rule and how it is important to spend the necessary time working with ideal clients.  Work with the clients you love.

 


Episode 55 – Digital Content Marketing with Bryan Muir



Digital Content Marketing Expert Bryan Muir joins Matt in this latest episode. Bryan is the Head of Sales at AdvisorStream, an automated digital business platform that allows you to deepen client relations and capture new business using the latest credible and engaging content. While Bryan takese listeners through a brief explanation of his software, Matt and him also dive into why financial advisors NEED to understand much more clearly the power of good digital market. With tools like AdvisorStream, it’s easier than ever to get the content you need to drive leads and referrals today!   LINKS: Bryan Muir | AdvisorStream