Episode 111 – Reaching the Right Audience with Sara Grillo



Marketing Consultant, Blogger, Podcaster and Writer Sara Grillo joins Matt on the latest episode of Top Advisor Marketing. Together Matt and Sara discuss how to colloborate as an advisor to reach the right audience. As a top marketing consultant, Sara understands what it takes for advisors to get in front of their ideal audience.

Sara’s personal motto of “Do it creatively or don’t do it at all” is a key element of making those marketing moves to see the end results you want. With her CFA, key not speaker experience, and writing crediential, Sara is a leader her in field.

Be sure to listen in today with her and Matt and check out her podcast at Sara Grillo Podcast!

LINKS: Sara Grillo Website | Sara Grillo LinkedIn


Episode 110 – Biblically Responsible Investing with Robert Netzly



Matt is joined today by Robert Netzly, the globally recognized authority in the Biblically Responsible Investing (BRI) movement and leading innovator in the BRI industry. Robert began his journey into the BRI world after feeling a calling to step out from his previous employer and create a financial service that reflected his values. 

Robert is the founder of the Inspire Investing group of companies, where he maintains the role of CEO. Robert has tranformed his own business along with many others by creating the opportunity for advisors to develop a strong niche market. BRI offers these advisors a way to continue to invest and work in finance while supporting their personal views and beliefs. As one of the founders of the BRI movement, Robert is a great source of information on how you can transform your practice and your finances by establishing a strong brand that you believe in and support. 

LINKS: Inspire Investing | Christian Wealth Management | Robert Netzly LinkedIn


Episode 109 – Retiring Early with Eric Gaddy



Throughout the podcast, host Matt Halloran has been forunate to sit down with a variety of authors speaking to various niches in the financial market. However, one thing everyone is discussing is the ever sought after comfortable retirement. Today’s guest, is an early retirement expert. What makes him so proflic when it comes to retiring? He’s 48, and retired.

Joining Matt today is Eric Gaddy, recent retiree, and newly published author of Retire Early -What are you waiting for? Eric spent 24 years as a financial professional before retiring last year and taking on this new adventure of being a thought leader. Matt and Eric sit down to talk shop about his upcoming book, along with his book marketing tactics (some of which will make your jaw drop).

If you’re looking to challenge the retirement norm, for yourself or your clients, be sure to listen in today and pick up a copy of Eric’s new book, now available on Amazon!

LINKS: Eric Gaddy LinkedIn | Retire Early – What are you waiting for? | Retire Early 365


Episode 108 – The Influencer Navigator Plan with Jay Palter



Today Matt is joined by Jay Palter, the Cheif Engagement Officer at jaypalter.com. Jay has been in the tech industry for over 30 years, and is providing something fundamentally unique and different when it comes to social media and influencers.

Jay has developed his own Influencer Navigator Plan as a tool to help you build a social media presence that that is both credible and visible to social media influencers in your field. It even goes so far as to advise you on WHAT to share, WHEN to share it, and WHO with.

If you’re looking to create some sustainable and impactful social media, be sure to tune in today!

Links: JAYPALTER.CA | Jay Palter LinkedIn


Episode 107 – Growth Marketing with Alan Moore



Often when entrepreneurs set out to start a new business, marketing can fall to the way side. Business structure, sales, products seem to all take precenident.But if you want to build a successful business you have to have a rockstar marketing plan. Joining Matt today is the co-founder of XY planning and CEO of Advisor Pay Alan Moore.

Many of you will have heard Alan’s name before, as he is consistently blogging, podcasting, and being highlighted as a thought leader within financial services. Alan is the co-founder of XY Planning Network and the CEO of Advice Pay. He joins Matt today to explore some of the ways that have lead to his exponential growth and made him one of the fastest growing companies in the United States.

Links: Alan Moore LinkedIn | XY Planning Network | AdvicePay


Episode 106- A Woman’s Way with Michelle R. Donovan and Patty Kreamer



Today Matt shares the mic with co-authors Michelle R. Donovan and Patty Kreamer to discuss their latest book, A Woman’s Way: Empowering Female Financial Advisors to Authentically Flourish and Lead in a Man’s World. Michelle and Patty write to this topic, speak to this topic, and coach on this topic.

Together, the three will walk through some of the strategies and tactics women can use to capitalize on their natural strengths as women and build thriving practices based on leadership, confidence, relationships, and authenticity.

Be sure to listen in today!

Links: A Woman’s Way Book | Michelle R. Donovan LinkedIn | Patty Kreamer LinkedIn


Episode 105 – Creating an Extraordinary Client Experience with Julie Littlechild



If you sent a survey out to your clients, what would they have to say about their experience with you? Would they rave about your business model, or comment on how regularly they bring you up to their family and friends? Or would they note that you’re office seemed cold, or they felt like you were working towards different goals than they were?

In the financial world, we know that referrals are your bread and butter. Which means that client experience is pivotal because the people in your office today are making sure there are people there tomorrow. Joining Matt today is Julie Littlechild, speaker, writer, and founder of Absolute Engagement.

As an expert on client experience, Julia and Matt discuss what it takes to make your client experience extrodinary. With an 11 step program, Julia has made it simple for advisors, or anyone who has a referral based business, to create happy and lasting client relationships.

LINKS: Julie Littlechild LinkedIn | Client Engagement


Episode 104 – The Power of Momentum Marketing



Is your marketing effective? Does it consistently build together to produce a stronger brand, stronger sales, stronger network or stronger client base? Do you feel your marketing processes are building something that is intriguing, consistent, and timely? If you’ve answered no to any of these questions, then today’s episode will

Matt is joined by his partner and branding expert Kirk Lowe on today’s episode to dive into momentum marketing. A term branded by Kirk, it is derived of three big questions. 1. Is your marketing constantly moving forward? 2. Does your marketing build on itself time and time again? 3. Does your marketing retain marketing value. As Kirk and Matt move through these three questions, discover valueable tactics to creating a marketing plan that builds with you, and for you.

Links: Kirk Lowe LinkedIn


Episode 103 – Going Virtual With Lisa Ferguson



Have you ever wondered how a virtual company works? Virtual companies raise a lot of questions, including do the employees know one another? How do you manage to build a team effort? How can you seperate work from home when you work at home? Does anyone get any real work done?

To answer these, and many more curiouristies of the virtual company, Matt is joined by Lisa Ferguson, Top Advisor Marketing’s Director of Operations. From the beginning, Lisa has assisted in creating the team at Top Advisor Marketing and helping to build an incredible sense of community. Lisa and Matt discuss the many benefits of a virtual team including the cost of doing business, talent pool, lifestyle, colloboration and productivity. If you’re curious about if you can make a virtual team work, or are wondering simply how we at Top Advisor Markting get things done, be sure to tune in today!

LINKS: Lisa Ferguson LinkedIn


Episode 102 – Behind the Scenes Marketing with Kaley Lewis



Do you ever wonder what it takes to create incredible marketing? As a marketing podcast, we put a lot of emphasis on providing quality information for our listeners, which also means we need to live what we preach. We’ve been taking the time recently to get underneath the hood of Top Advisor Marketing so that our listeners can see what we’re up to behind the scenes and how we produce high quality content and get it from our desks to yours. To really give perspective on how to get your message out there, Matt sits down with our Marketing Direct Kaley Lewis to discuss the many tasks and habits of effective internal marketing.

Kaley has a graduate degree in Media and Communications, and brings her love for storytelling and conversation to discuss just what fills the day of an internal marketing person. Internal marketing is more than just the odd social media post, there is an art to creating lasting social engagement, and developing quality touch points for your audience. If you’re a B2C or B2bB company looking to improve on your marketing template, be sure to listen (and maybe takes some notes!) on what you need from your internal marketing team.

LINKS: Kaley Lewis LinkedIn