Tag Archives: financial

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

Brought to you by: Iris.xyz 


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

Brought to you by: Iris.xyz


Ep 194 – How to Power up Your Marketing Today— With Mark Mersman



In today’s episode, Matt Halloran is coming to you live from Grand Rapids, Michigan, at USA Financial®!  

Matt is joined by Mark Mersman, CMO of USA Financial®, to discuss the best marketing ideas of the past, present, and future. Together they explore how you can better understand marketing and your advisory business as a whole. 

In this episode, you’ll learn:

  • Why Mark is a firm believer in split-testing and ideas for where to apply it
  • How a message-to-market match approach can fill your seminar room 
  • How USA Financial® serves you, the advisor
  • About the need for advisors to adapt to changing technology, demographics, and lifestyles
  • The level of research that goes into marketing to ideal prospects
  • And more!

Tune in now to learn about Mark, USA Financial®, and the power of marketing!

Resources: Top Advisor Marketing | USA Financial® | 16 Ways from Sunday

 

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 161 – The Top 10 Arguments Against Niche Marketing – And Why They’re All Wrong!



Matt and Kirk are back on the mics today to discuss an important topic when it comes to building your brand and your business – why advisors avoid using niche marketing and the problems it can cause.

With years of experience in branding and finance, Matt and Kirk have repeatedly faced advisors who are unwilling to explore the potential that niche marketing has for their business. They’ve compiled their list of the ten most common excuses to niche marketing – and they’re here to bust them all wide open!

So if you’ve been hesitant to niche your financial advisory business, or you’re looking to narrow your business model further, be sure to tune in today!


Ep 152 – Setting Realistic Social Media Goals with Ediri Obor



Your host Matt Halloran is joined by one of our team members and social media specialists Ediri Obor today to discuss setting social media goals.

Unrealistic social media goals are one of the biggest obstacles business owners face when it comes to successful marketing. Whether that comes from a lack of understanding of the medium, or the inability to integrate social media in their large scale marketing plan, these unrealistic goals and misuse of social media can hold you back from your marketing success.

Discover the mindset you need to get your social media back on track and ramp up your marketing strategy by listening in with Matt and Ediri today!

Links: Ediri Obor LinkedIn | How to Create the Right Expectations for Your Social Media Marketing