Tag Archives: financial podcast

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 191 – What does it take to build a million-dollar company?



In today’s episode, Matt Halloran and Kirk Lowe discuss how they merged their businesses and experiences together and founded Top Advisor Marketing. Here, they share the ins and outs of their journey towards becoming a million-dollar company.

Join Matt and Kirk as they go through some of the steps that helped them successfully develop their thought-leadership and company, and the lessons they have learned along the way.

In this episode, you’ll learn:

  • How they became Top Advisor Marketing
  • What they have learned from their biggest mistakes
  • Strategies they have put in place to advance their business
  • How they have adjusted to the challenges of managing a growing business
  • And so much more!

Tune in now and find out more about Top Advisor Marketing and learn some tips you can also apply to your growing business.

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 188 – Building a Valuable Advisory Board With Stephen Wershing



Live from the SEI Top Producer Conference, Matt Halloran shares the mic with returning guest and president of the Client Driven Practice, Stephen Wershing. 

Stephen is an expert in the development and execution of client advisory boards. The Client Driven Practice offers coaching and consulting to advisors who want to organize and facilitate client advisory boards and translate feedback into actionable referral marketing strategies. 

Today, Matt and Stephen explore the Client Driven Practice’s latest offering: Advisory Board in a Box.  Stephen and his business partner, Julie Littlechild, designed this product for advisors who are looking to take a DIY approach to creating their own client advisory board. This ultimate manual walks advisors through the beginning stages of how to find board members, all the way to the end phase in which they’re guided on how to implement the board’s feedback. 

Discover the value that a client advisory board can bring to your business along with tips and tricks to creating your own in this fun live-recorded episode! 

Links: Stephen Wershing | Client Driven Practice | Becoming Referable Podcast 


Ep 178 – Show Your Clients How to RetireReady — With Ed Dressel



Today, Matt shares the mic with a guest who has a substantial amount of experience in the finance industry and ideas to help you solve problems and make your life that much better.

In this episode, Ed Dressel, president and owner of RetireReady Solutions, shares how his company helps advisors educate their clients about what retirement can and will look like. Most importantly, you will find out how Ed’s processes can be applied to your experience.

In this episode, you will learn:

  • How the reports that Ed’s company provides breaks down retirement plans in a way that everyone can understand
  • What it means to take a smaller step towards retirement and other important questions to ask your financial advisor
  • What Ed likes to do for fun to blow off steam
  • Ed’s go-to piece of advice or life insight
  • And more!

Tune into this episode of the Top Advisor Marketing Podcast and learn how to help your clients RetireReady!

Resources: RetireReady Solutions

 

Brought to you by: Iris.xyz


Ep 177 – 7 Steps for Strategic Risk-Taking — with Craig Hersch



Today, Matt welcomes back a known thought leader Craig Hersch, estate planning attorney and founder of The Freedom Practice.

Craig is here to share how he’s grown his business to the point where he’s able to spend time focusing on his highest and best use. In this episode, Craig also uncovers seven steps for strategic risk-taking so you too can overcome your obstacles and start generating great ideas.

In this episode, you will learn:

  • Craig’s seven steps for following through on your ideas
  • How your personality traits affect your ability to generate and carry out great ideas
  • The importance of looking back at how far you’ve come
  • Why you should be doubling your costs when doing a cost-benefit analysis
  • The importance of delegating tasks so you can carry out your highest and best use
  • And more!

Tune in and learn how to start putting your ideas into practice!

Resources: The Freedom Practice | The Estate Planner’s Practice Development Podcast | Kolbe Personality Test | The Blueprint Program

Brought to you by: Iris.xyz

 


Ep 176 – Uncork Your Productivity: Part 2 — With Patty Kreamer and Michelle Donovan



Many advisors tend to have difficulties in the area of referrals. How much is too much? And why isn’t your COI reciprocating with client referrals?

In part 2 of uncork your productivity, Matt discusses the ins and outs of referrals with Michelle Donovan. They go on to answer many questions around referrals that plague the minds of many financial advisors.

In this episode, you will learn:

  • Where financial advisors can begin with getting referrals.
  • How the fear of sounding desperate is a self sabotaging belief.
  • Way to deal with the fear of sounding desperate when asking for referrals.
  • How to set clear expectations with your COIs and other existing clients.
  • The influence having a niche has on a financial advisor’s ability to get referrals.
  • How Michelle helps advisors find their niche.
  • What the communication training by Michelle and Patty to their clients looks like.
  • And a lot more!

Need some help with asking for or receiving referrals from your COIs? Let Michelle Donovan help you get uncorked and get results. Tune in now!

Resources: Productivity Uncorked

Brought to you by: Iris.xyz

 


Ep 175 – Uncork Your Productivity: Part 1 — With Patty Kreamer and Michelle Donovan



Welcome to part one of this mini-series with our friends Patty Kreamer and Michelle Donovan, co-owners of Productivity Uncorked!

Today, Matt speaks to our special guests about productivity. They bring you actionable advice, covering topics from managing to-do lists and getting rid of brain clutter to calendering and cutting out email-stress once and for all.

In this episode, you will learn:

  • What it means to be truly productive
  • How to go about creating and managing a to-do list
  • How Patty teaches people the time blocking system
  • What it means to be unproductive and how to get ahead of it
  • Some of the biggest time wasters financial advisors deal with
  • Tips for reducing the stress that comes with handling emails
  • What the productivity coaching program by Patty and Michelle entails
  • And more!

Are you ready to uncork your productivity and become more effective? Then tune in to learn how!

Resources: Productivity Uncorked

Brought to you by: Iris.xyz


Ep 174 – Start Creating Documented and Repeatable Systems — With Dean Soto



When Matt gets this excited about a guest, you know it’s going to be good!

Today, Matt chats with Dean Soto, president of Pro Sulum, about scaling your team and saving time by enlisting virtual assistants to document your systems. Dean also explains why rescinding control can be a good thing. In fact, Dean firmly believes that 95% of what we do can be done by someone else if there is a process in place.

In this episode, you will learn:

  • What drove Dean to start his own business
  • Which essential and time-consuming tasks virtual assistants can do for you
  • Who the most important person is to have in your organization
  • How to make standard operating procedures easier to put together
  • Why virtual assistants will save you time and money
  • Where the name Pro Sulum came from
  • And more!

Listen in now to find out how to document your systems and free up your time!\

Resources: Dean Soto via LinkedIn | Pro Sulum

Brought to you by: Iris.xyz