Tag Archives: Client Satisfaction

Episode 197 – Magnetic Marketing and Operational Mastery — With Brittany Anderson



Things come full circle today as Matt Halloran chats with Brittany Anderson of Sweet Financial Services, a firm he once coached.

Brittany is COO and co-founder of the Ultimate Advisor Coaching Program and Dare to Dream Enterprises as well as a speaker and co-author of two books, “Dare to Dream: Design the Retirement You Can’t Wait to Wake Up To” and “Imagine. Act. Inspire: A Daily Journal.”

In this episode, you will learn:

  • Why mindset matters
  • What a reticular activating system is
  • How to make it less about you and more about the client
  • Why systems equal freedom
  • The difference between efficient and effective
  • And more!

Tune in to learn how a reticular activating system can set you up for success!

Resources:  Top Advisor Marketing | Brittany Anderson | Ultimate Advisor Coaching | Ultimate Advisor Podcast | Dare to Dream Enterprises

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Episode 196 – 4 Steps to the Perfect Marketing Strategy



Efficient marketing strategies are an advisor’s best friend because they take little time and effort. They allow advisors to focus on what they are really good at, which is helping their clients achieve better financial outcomes.

With that said, what’s the best way to make your marketing strategies super efficient? What outcomes could you get by combining traditional and digital strategies? Join expert financial marketers and communicators, Matt Halloran and Kirk Lowe as they share which steps to follow to get the marketing results you need. 

In this episode, you’ll learn:

  • What a perfect marketing strategy looks like
  • How to make a real impact with your marketing
  • How to increase your chances of reaching your ideal audiences
  • Whether marketing to a specific niche limits your opportunities
  • And more!

 Tune in now and learn tips to make your marketing super efficient. 

Resources: Top Advisor Marketing | Breaking Money Silence® Podcast| 99 Best Marketing Ideas | Episode 180: How to Get Referrals Without Asking — Referrals Mini-Series Part 1

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Episode 195 – Breaking Through Call Reluctance — With Connie Kadansky



On today’s Top Advisor Marketing Podcast, Matt places a special focus on sales with Sales Call Reluctance Coach, Connie Kadansky.

Connie Kadansky is a noted authority on call reluctance and sales productivity. She is a Master Certified Coach, certified in conversational intelligence and a professional speaker who specializes in identifying the blocks that keep financial advisors from proactively prospecting.

In this episode, you will learn:

  • The biggest reason salespeople hesitate to get in front of prospects
  • About breaking through performance barriers
  • Why you should think of your telephone as your ATM
  • How to recognize if you have sales call reluctance
  • Why it’s helpful to believe that it isn’t about you 
  • And more!

Tune in now and learn how to leave sales call reluctance in the dust!

Resources: Top Advisor Marketing | Connie Kadansky | Exceptional Sales Performance | Contact Connie | Cell: 602-380-5431 

Brought to you by: Iris.xyz 

 


Episode 192 – 6 Ways Podcasts Make You a Better Advisor 



Do you know the similarities between being a great podcast host and a great advisor? 

In today’s episode, Matt and Kirk bring light to these similarities and discuss how advisors can translate their podcasting experience into their career and practice. Join this conversation and learn six ways that podcasts can, in fact, make you a better advisor.

In this episode, you’ll learn:

  • How you can improve as an advisor by doing podcasts
  • The importance of listening to what your clients are saying
  • Tips on how to enhance your listening skills
  • The importance of resourcefulness 
  • How podcasting helps you develop leadership
  • And more!

Tune in now and learn six ways that podcasting can take your advisor skills to new heights.

Resources: Top Advisor Marketing 

Brought to you by: Iris.xyz


Episode 190 – The Truth about Marketing ROI



In today’s episode, Matt Halloran interviews our founder, Kirk Lowe, and they dive deep into the truth surrounding marketing ROI for advisors. 

For 20 years, Kirk has observed which marketing strategies give advisors the best outcomes. In this episode, he walks you through different mediums to explore their ROI-potential, their disadvantages, and what it takes to see worthwhile outcomes. 

In this episode, you’ll learn:

  • Which mediums are producing the best ROI
  • What role advisors play in creating their ROI
  • What the Micro-Influencer term means
  • How you can become more compelling with your niche
  • And so much more!

 Tune in now and find out the truth about marketing ROI for advisors.  

Resources: Top Advisor Marketing 

Brought to you by: Iris.xyz


Episode 189 – How to Differentiate Yourself and Influence Clients — With Jack Martin



There are two major differentiators that advisors tend to overlook: having a behavioral component in their sales and marketing and using longevity as a compelling conversation tool. 

Today, Matt Halloran speaks with Jack Martin, co-founder and CEO Elite Advisor Group LLC, about the powerful possibilities for advisors who practice these differentiators. Jack explains how to use behavior to influence clients to make the right decisions and how to frame conversations about longevity risk.

In this episode, you will learn:

  • How a behavioral approach to marketing/sales has changed the way advisors sell
  • How to help the customer experience by adjusting your behavior
  • How to influence client outcomes
  • How two ways of framing the longevity-question prompt much different responses from clients
  • What biases drive your behavior
  • And more!

Tune in and learn how to use Jack Martin’s techniques to set yourself apart and influence clients. 

Resources:  Top Advisor Marketing  | Jack Martin LinkedIn | Contact Jack | Elite Advisor Group | Longevity Brochure

Brought to you by: Iris.xyz 


Ep 182 — How to Secure Solid Introductions — Referrals Mini-Series Part 3



These days, it’s not so much referrals that we need, it’s introductions and connections. 

Today, Matt and Referral Coach International founder Bill Cates are back for the third and final part of our referrals mini-series to discuss how you can turn referrals into solid introductions.

Bill and Matt leave no stone unturned when talking about how you can do your due diligence when researching a likely prospect prior to an introduction. They discuss everything from how to ask people to be a referral to the various resources available to research a prospect, and much more.

In this episode, you will learn:

  • How to do ‘warm’ research for more impactful introductions
  • How to ask for what you want
  • How and what to prepare prior to an introduction
  • The critical mass of referrals
  • Whether it’s possible to be unreferrable
  • And so much more!

Referrals beget referrals. Tune in now and take notes — this mini-series may change your world!

Resources: Referral Coach | Coach Cates | Bill Cates Speaking | Resources | EGuide | Referrals Mini-Series Part 1 | Referrals Mini-Series Part 2

 

Brought to you by: Iris.xyz

 


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

Brought to you by: Iris.xyz


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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