Tag Archives: Matt Halloran

Episode 207 – How to Find Your Resilience



As a business owner or professional, at one point or another, you will likely experience high levels of stress from different sources such as finances, unexpected changes in the industry, work/life balance — and you need resilience to help you bounce back. Where will you start?

Join Matt Halloran and Kirk Lowe in this episode, where they share ways they’ve found their resilience and what they do to maintain it and keep building on it. 

In this episode, you will learn:

  • Why understanding yourself can help you find resilience
  • What role gratitude plays in maintaining resilience
  • How problem-solving skills can help you stay resilient
  • How a strong social network can help
  • How to process change
  • And more!

Tune in now and get inspired to keep developing this essential quality in life.

Resources:  Top Advisor Marketing 

Brought to you by: Iris.xyz 


Episode 206 – 3 Marketing Trends for Advisors Who Want to Stand Out — With Jillian Bannister



Are you using the latest trends to help you stand out from the advisor down the street?

Today, Matt welcomes Jillian Bannister, CEO and co-founder of Ext. Marketing, to uncover three marketing trends for advisors. This is a must-listen conversation where you will learn about attracting up-and-coming demographics and the importance of testing your brand to see what is resonating with your target audience. 

In this episode, you will learn:

  • Which social media platform is the ideal place for advisors to reach their audience
  • Words of advice about segmenting your millennial audience
  • The importance of focusing on people who are interested in ESG and socially responsible investing
  • How long it takes for an advisor to gain traction on a new brand
  • And more!

Tune in and learn how to become bigger and better!

Resources:  Ext. Marketing | Email Jillian | Jillian Bannister’s LinkedIn

Brought to you by: Iris.xyz


Episode 205 – The Time for Succession Planning Is Now — With George Hartman



You’ve poured your heart and soul into launching your business and creating growth. Wouldn’t you like your business to live on even after you’re no longer here?

In this episode, Kirk Lowe speaks with George Hartman, co-founder and CEO of Market Logics. They unpack what gets in an advisor’s way of putting a succession plan in place, how to get started, and where marketing fits into the process. This episode is a must-listen for all entrepreneurs who want their businesses to endure for generations to come.

In this episode, you will learn:

  • What gets in the way of putting a plan in place
  • The steps required to successfully exit your business
  • What options are available to advisors
  • The purpose of a continuity partner
  • Where marketing fits into the succession planning process and how important it is 
  • And more!

Tune in now and experience the excitement around keeping your business successful for generations to come!

Resources:  Top Advisor Marketing | Market Logics

Brought to you by: Iris.xyz 


Episode 204 – Transform Your Thinking for Better Digital Marketing Outcomes — With James Robert Lay



What is keeping you from creating a digital marketing strategy that brings in leads and leaves you feeling confident about your firm’s future?

In this episode, Kirk Lowe has a riveting conversation with James Robert Lay, founder and CEO of Digital Growth Institute. They discuss how you can break through the barriers that are holding too many financial brands back from maximizing their digital growth potential.

In this episode, you will learn:

  • What challenges hold financial brands back from maximizing their digital growth potential
  • What the greatest opportunities are for financial brands to capture over the next 12-24 months 
  • How a financial brand marketing, sales, and leadership team can develop a digital growth mindset
  • What role humans will play, if any, in a digital consumer’s buying journey when shopping for a financial product
  • What lies ahead for Digital Growth Institute
  • And more!

Tune in now and get inspired to reach better digital marketing outcomes!

Resources:  Top Advisor Marketing | Digital Growth Institute

Brought to you by: Iris.xyz 


Episode 203 – Going All-In With Online Millennial Entrepreneurs — With Danielle Granger Nava and Dustin Granger



Would you ever be so bold as to switch your niche?

In this episode, Matt speaks with a financial planning brother-sister duo, Danielle Granger Nava and Dustin Granger, about their pivotal decision to start targeting online millennial entrepreneurs. Having made a clean break from the traditional advisor path, Danielle and Dustin share their perspective on playing the long-game and how they’re winning over this growing market. 

In this episode, you will learn:

  • About Danielle and Dustin’s journey to creating Toujours Planning Wealth Management
  • Why they’ve chosen to serve online millennial entrepreneurs — what about the big fish?
  • How Danielle and Dustin decide on podcast topics 
  • What they’ve done to make their website appealing to millennials
  • Why niche marketing is a long game, not a sprint
  • And more!

Tune in now and become inspired to go all-in with your dream niche!

Resources:  Top Advisor Marketing | Toujours Planning Wealth Management | Email | Worth It Podcast | Worth It Podcast on Instagram

Brought to you by: Iris.xyz 


Episode 202 – The Evolution of Advisor Marketing



There has been considerable evolution in advisor brands. Many tactics advisors use to get their message out have changed, but interestingly enough, some things have stayed the same.

Today, Kirk Lowe and Matt Halloran dive into a subject that stirs up debates amongst advisors: marketing then and now. They examine the seven levels of the advisor marketing evolution to uncover how advisor brands have become what they are today.  

In this episode, you’ll learn:

  • The difference between branding and visual identity
  • How advisors started differentiating themselves from other advisors
  • What content marketing used to be versus what it is now
  • How advisors started building their credibility
  • And more!

 Tune in now and get your advisor brand up-to-date! 

Resources: Top Advisor Marketing | How to Start Your Own Podcast

Brought to you by: Iris.xyz


Episode 201 – How to Turn Your Clients Into Raving Fans — With Luke Acree



In the service-based sales industry, your business is built off of how well you can build and keep client relationships. That is the centralized belief of ReminderMedia.

In this episode, Kirk Lowe has a passionate conversation with Luke Acree, ReminderMedia’s founder and president. They discuss how to keep in touch with the clients in your database in such a way that they become raving fans of your organization. Every advisor knows the importance of gaining referrals and repeat business, but this episode will challenge you to examine what you’re doing today to inspire unwavering loyalty.

In this episode, you will learn:

  • About a unique and personalized gift idea that’s proving to be memorable and coveted by clients
  • How to use the FORD method to build client relationships that lend to future marketing opportunities
  • What it takes to intrigue your prospects’ curiosity and why these efforts are worthwhile
  • How humanizing yourself will help you build rapport with your clients
  • And more!

Tune in now and get a ton of ideas for inspiring your clients to become raving fans!

Resources:  Top Advisor Marketing | ReminderMedia

Brought to you by: Iris.xyz 


Episode 200 – Top Things We Have Learned in 200 Episodes



Today’s episode marks a special occasion for the Top Advisor Marketing team. It’s the 200th episode our Top Advisor Marketing Podcast! 

We couldn’t be more proud and motivated to share what we have learned along the way.

There are many variables in play when doing a podcast. There are technical, production, marketing, and even emotional aspects to consider. So how can you make sure your podcast lasts for 200 episodes and beyond — and brings you and your company success? Join your hosts, Matt Halloran and Kirk Lowe, as they share valuable lessons about their podcasting journey.

In this episode, you’ll learn:

  • The most important elements to having a successful podcast
  • Factors that can affect the quality of your recording
  • Why podcasting has been the best long-term investment for Top Advisor Marketing
  • Common podcasting mistakes you should avoid
  • And more!

 Tune in now and learn tips to make your podcasting experience more fun, efficient, and successful. 

Resources: Top Advisor Marketing 

Brought to you by: Iris.xyz


Episode 199 — Why Your Team Needs a Masters in Inspiration — With Marlo Higgins



Often when it comes to their marketing and branding, advisors have a hard time lighting a fire under themselves instead, they stay where it’s comfortable. They also miss opportunities to rise up and motivate their team and clients.  

In this episode, Matt speaks with Marlo Higgins, a chief inspirational officer with nearly three decades of experience in leading and coaching entrepreneurs to a place of newfound success. This is a riveting conversation that will help you inspire and motivate yourself, your team, and your clients.

In this episode, you will learn:

  • About Marlo’s journey to becoming a thought leader, podcaster, and author
  • The power of being inspired and how it feeds performance
  • Why Marlo built this brand to serve others in this space
  • Why Marlo believes that doing what you enjoy will help you be successful
  • And more!

Tune in now and get inspired to wake up with that fire in your belly to achieve your goals!

Resources:  Top Advisor Marketing | Marlo Higgins | The Maverick Assessment | Perform and Get Paid Community: Facebook Group | The Making of a Maverick by Marlo Higgins

 

Brought to you by: Iris.xyz 


Episode 198 – Identity Theft Protection: Life’s Newest Necessity — With Dana Mantilia



Today, host Matt Halloran continues to help advisors separate themselves from the advisor down the street.  

In this episode, Matt speaks with Dana Mantilia, CEO and founder of Identity Protection Planning about why it’s important for advisors to offer their clients identity theft protection.

Dana and her team have established a user-friendly B2B software platform that allows agents, advisors, employers, and association managers to protect their clients, employees, and members against identity theft.

In this episode, you will learn:

  • Why identity theft is a big deal
  • Why advisors should be offering identity protection
  • How Dana helps advisors position identity theft insurance in front of their clients
  • Why it’s important for parents to freeze their children’s credit
  • And more!

Tune in now to learn why we’re calling identity theft protection “life’s newest necessity.”

Resources:  Top Advisor Marketing | Dana Mantilia |  Identron | Identron’s Facebook | 833-345-7233

Brought to you by: Iris.xyz