Episode 279 – 3 Popular Myths That Stop Advisors From Starting a Podcast

January 5, 2021Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Practice MgmtBe Your Own Loud, content marketing, financial advisor, Kirk Lowe, marketing, Matt Halloran, Podcast, Podcasting, ProudMouthKirk Lowe

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Do you have fears that hold you back from starting a podcast?

Or, maybe without realizing it, you believe in three myths that discourage too many advisors from podcasting.

In this episode, Matt and Kirk bust the most common myths about podcasting wide open! As relatable and candid as ever, they reflect on their own experiences as new podcasters to talk about how they’ve improved. Matt and Kirk also reveal statistics and client outcomes that turn these myths on their head.

You will learn:

How to overcome the initial fear of starting a podcast
Why your perceived weaknesses will most likely be your biggest strengths as a podcaster
What stats show about podcasting’s growth potential in the coming years
8 reasons why podcasting is a game-changer for experts
And more!

Listen now to slay the biggest myths that are keeping you from rising above the noise!

Resources:

Episode 278 – How To Use Multiple Forms of Media To Become a Subject Matter Authority –– With Jason Pereira

December 29, 2020Digital Marketing, FinTech, Get to Know the Experts, Marketing, Podcasting, Public RelationsCommunication, content marketing, financial advisor, financial planner, fintech, Growing Your Business, marketing, Matt Halloran, Outsourcing, Podcast, Podcasting, Productivity, Top Advisor MarketingKirk Lowe

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When a prospect discovers you through your content and experiences your expertise, your credibility as an advisor goes through the roof!

Today, Matt is joined by Jason Pereira, a portfolio manager, entrepreneur, lecturer, FinTech expert, writer, podcaster, and award-winning financial planner! Jason shares the secrets behind his productivity and how he has used several forms of media to become known as Canada’s most recognizable name in FinTech.

In this episode, you will learn:

How getting a single article published can lead to more opportunities to become known for your expertise
How to pick a fight online to support the ideas, philosophies, and products that you believe in
Examples of how to get endless pieces of content out of one video
Which marketing tasks Jason outsources and why
And more!

Tune in now to learn how to rise above the noise and become a known subject matter authority in the financial services industry!

Resources:

Episode 277– Why Top Advisors Are Rebranding Their Client Meetings –– With Duncan MacPherson

December 22, 2020Branding, Digital Marketing, FinTech, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesAwareness, Be Your Own Loud, Business Growth, Business Innovation, Change, Client Relationships, Client Satisfaction, Clients, coaching, Confidence, content marketing, Documentation, Engaged, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, financial services, Grow your practice, Growing Your Business, Influencer Marketing, Innovation, marketing, Matt Halloran, Podcast, Podcasting, Privacy, Sales, Security, Social Media, Thought Leadership, Top Advisor MarketingKirk Lowe

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Attention advisors! It’s time to re-introduce yourself to your favorite clients so they understand and appreciate your value completely!

Today, Matt is joined by Duncan MacPherson, the CEO of Pareto Systems. Join them as they discuss several ways to rejuvenate your client relationship and reinforce your value proposition through rebranded meetings and proven marketing strategies for today’s advisors.

You will learn:

How to use strategic, agenda-driven meetings to elevate the client experience
What outcome advisors are seeing from rebranded client meetings
The difference between stewardship and salesmanship
Why elite financial professionals choose to outsource
3 essential keys to making a video that clients will love and remember
How to develop a process-driven approach to attract more clients
And more!

Listen now to learn how to rebrand your meetings so you can stay top-of-mind with your ideal clients and highly referable!

Resources:

Episode 276 – How to Make Extremely Accurate Documentation Ridiculously Easy –– With Maree Moscati

December 15, 2020Digital Marketing, FinTech, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesAwareness, Be Your Own Loud, Business Growth, Business Innovation, Change, Client Relationships, Client Satisfaction, Clients, coaching, Confidence, content marketing, Documentation, Engaged, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, financial services, Grow your practice, Growing Your Business, Influencer Marketing, Innovation, marketing, Matt Halloran, Podcast, Podcasting, Privacy, Sales, Security, Social Media, Thought Leadership, Top Advisor MarketingKirk Lowe

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Imagine having your prospect and client meetings so well documented that you can pick up exactly where you left off from the previous meeting or call. That would show your prospects and clients that you’re really listening and paying attention to them.

But, too often, advisors forget to type their notes after meetings. And the details that would’ve won the prospect or elevated the client experience vanish into thin air.

Today, Matt is joined by Maree Moscati, the CEO of Copytalk, which is a premier dictation service company that uses live transcription to preserve your every word. They discuss the numerous benefits that proper documentation offers advisors –– from a client interaction perspective, task perspective, and compliance perspective!

In this episode, you will learn:

How documentation can help you provide more value to clients
How Copytalk uses a combination of human touch and world-class technology to set them apart from mainstream speech-to-text software
How Copytalk is engineered to meet the financial-service industry’s rigorous standards of accuracy, privacy, and efficiency
Maree’s advice to advisors on how to market effectively in today’s COVID-19 world
And more!

Tune in now to discover how a real-time transcription service like Copytalk can help you operate more effectively, save time, and wow your clients!

Resources:

Top Advisor Marketing | Matt Halloran on LinkedIn | Maree Moscati on LinkedIn | Maree Moscati on Twitter | Copytalk: (866) 267- 9825

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Episode 275 – Here’s What It’s Like To Podcast With Us! –– With Lauren Bus

December 8, 2020Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesAwareness, Be Your Own Loud, Business Growth, Business Innovation, Change, Client Relationships, Client Satisfaction, Clients, coaching, Confidence, content marketing, Engaged, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, financial services, Grow your practice, Growing Your Business, Influencer Marketing, Innovation, Kirk Lowe, marketing, Matt Halloran, Podcast, Podcasting, Sales, Social Media, Thought Leadership, Top Advisor MarketingKirk Lowe

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Are you thinking about starting a podcast?

Imagine only having to show up to record your podcast, because you have an outsourced marketing team that takes care of everything else, from audio editing to episode promotion!

Today, our account manager Lauren Bus joins Matt to tell you exactly what it’s like to be our podcasting client. Lauren takes you behind the scenes to share how we help you rise above the noise, including our techniques for building up your confidence, creating click-worthy social media posts to drive listenership, and more!

In this episode, you will learn:

What it’s like to be part of our podcast discovery process
What strategies we use to capture each client’s voice when writing their social media posts
How to use your status as a podcaster to position yourself differently to COIs and prospects
What sets us apart from other companies that offer a podcasting service
Three qualities we look for in aspiring podcasters
And more!

Tune in now to get rare insight into what it’s like to podcast with us!

Resources:

Top Advisor Marketing | Matt Halloran on LinkedIn | Kirk Lowe on LinkedIn | Lauren Bus on LinkedIn

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Episode 274 – Why Innovation Is More Essential Than Ever for Today’s Advisors –– With Bill Hortz

December 1, 2020Digital Marketing, FinTech, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesAwareness, Business Innovation, Change, Clients, coaching, Engaged, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, financial services, Grow your practice, Growing Your Business, Innovation, marketing, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor MarketingKirk Lowe

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In order for financial advisors to accept change, they have to be aware that change is needed.

Today, Matt and guest Bill Hortz, the founder and dean of the Institute for Innovation Development, discuss the high need for advisors to embrace innovation, considering that the financial services industry will see more change in the next three years than we’ve seen in the past 30.

Bill dives into what changes are on the horizon in financial services, how to prioritize areas of innovation in your practice, and how successful industry leaders have implemented innovation into their businesses!

In this episode, you will learn:

How to adapt to the modern change that’s occurring at a hyper rate
How the Institute for Innovation Development equips advisors for change
Which areas of financial services are expected to change rapidly in the next two to three years
The difference between innovation and technology and what it really means to be innovative
Ways for advisors to develop an innovative mindset
The four most needed areas in financial services for deploying an innovative mindset
And more!

Listen now to learn how to embrace and apply innovation to your financial practice!

Resources: Top Advisor Marketing | Bill Hortz on LinkedIn | Email Bill Hortz | Institute for Innovation Development | An Innovation Call To Arms For Financial Advisors by Bill Hortz | What Got You Here Won’t Get You There by Marshall Goldsmith | The Innovator’s DNA by Jeff Dyer, Hal Gregersen, and Clayton M. Christensen | Fix by Chris Kneeland, Ryan Gill, and Rob Howard | Little Black Stretchy Pants by Chip Wilson

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Episode 273 – How to Attract Ideal Prospects by Being Yourself –– With Matthew Jarvis

November 24, 2020Digital Marketing, FinTech, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesBusiness Development, Business Growth, Client Relationships, Client Satisfaction, Clients, coaching, Engaged, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Grow your practice, Growing Your Business, Ideal clients, Market niches, Market segmentation, marketing, Matt Halloran, Networking, Podcast, Podcasting, Prospecting, Referrals, Sales, Social Media, success, Target audience, Top Advisor Marketing, Value proposition, Virtual SalesKirk Lowe

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Pretending to like golf won’t get you clients.

The best way to grow your business is by being authentic and doing things you love with people who love the same things as you!

Today, Matt is joined by Matthew Jarvis, the co-founder of The Perfect RIA and president of Jarvis Financial. This episode is packed with unconventional, but proven, ways to generate referrals from COIs, find ideal prospects in places you’ve never considered, and create a business that allows you to take time off without compromising profitability.

In this episode, you will learn:

How Matthew has been so successful in delivering massive value to his clients
Matthew’s secret method to getting referrals from COIs without actually asking for referrals
Matthew’s methods for getting half of his business through rock climbing, mountain biking, dirt biking, boating, and going to Vegas
Why Matthew is able to take six months off a year and still maintain high profitability
Why finding a mentor to guide you on your journey to success is easier than you think
And more!

Listen now to learn how you can apply Matthew’s tips and tricks to your unique business model!

Brought to you by Iris.xyz

Episode 272- How To Overcome 15 “Buts” That Keep Your Business From Achieving the Next Level of Success

November 19, 2020Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesBusiness, Business Growth, Clients, coaching, Engaged, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Grow your practice, Growing Your Business, Kirk Lowe, marketing, Matt Halloran, Outsourcing, Podcast, Podcasting, Sales, Top Advisor MarketingKirk Lowe

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“I would like to do this but…”

There are many “buts” that financial advisors use as reasons to not pursue a better marketing strategy that would move their business forward.

Today, Matt and Kirk reveal the 15 “buts” that stop too many businesses from reaching their next level of success. They draw from their own experiences as entrepreneurs to help you re-think and break free from your own limitations.

In this episode, you will learn:

Why saying “no” can create a huge burden for business owners
How to avoid outsourcing to specialists who don’t see the bigger picture
Reasons to not allow time or money to hold you back from your next level of success
Ways to overcome the fear of failure
Why Kirk encourages you to fix whatever isn’t working with your marketing, even if that means starting over
Why outsourcing will probably save you money, even if you’re paying a premium for a specialized service
And more!

Learn how to conquer the “buts” that hinder you from moving your business forward!

Resources: Top Advisor Marketing

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Episode 271 – Secrets To Writing Click-Worthy Social Media Posts for Your Niche –– With Jeff Woodhouse

November 17, 2020Digital Marketing, Get to Know the Experts, MarketingBusiness Development, Business Growth, Client Relationships, Client Satisfaction, Clients, coaching, Engaged, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Grow your practice, Growing Your Business, Ideal clients, Market niches, Market segmentation, marketing, Matt Halloran, Podcast, Podcasting, Sales, Social Media, Target audience, Top Advisor Marketing, Virtual SalesKirk Lowe

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Do you know how to write social media posts that speak directly to your niche audience? Posts that aren’t vague or sales-y. But instead, undeniably relevant and valuable –– a magnet for your ideal audience.

Jeff Woodhouse, a marketing consultant and the co-owner of Digital Sherpa, joins Matt to share his secrets for writing social media posts that draw in your niche audience and increase engagement. As a prolific writer for Ameriprise Financial, Jeff has no shortage of copywriting hacks that advisors can use right away!

In this episode, you will learn:

Jeff’s strategies for writing posts that speak directly to an advisor’s ideal prospect
An easy method for leveraging content from your industry on social media
How to make your posts more about your audience and less about you
How to monitor a specific employer on LinkedIn to know what financial advice their employees need and when
Why Jeff doesn’t recommend putting a call-to-action in every post
And more!

Tune in now to learn how to make your social media posts speak powerfully to your niche audience!

Brought to you by: iris.xyz

Episode 270 – How To Build Influence That Gets Prospects To “Yes” Faster During a Virtual Sales Process –– With Patrick Brewer

November 10, 2020Digital Marketing, FinTech, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, SalesBusiness Development, Business Growth, Client Relationships, Client Satisfaction, Clients, coaching, Engaged, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Grow your practice, Growing Your Business, Ideal clients, Market niches, Market segmentation, marketing, Matt Halloran, Podcast, Podcasting, Sales, Social Media, Target audience, Top Advisor Marketing, Virtual SalesKirk Lowe

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Getting a prospect to say “yes” during a 100% virtual sales process will be expensive and take more of everyone’s time if you haven’t already built your influence and credibility online.

Today, Matt is joined by Patrick Brewer, the founder of Model FA and a fellow podcast host, to discuss why having influence is a game-changer for sales processes that have gone completely virtual during COVID-19. Patrick also explains why the best way to build your influence is by being extremely clear about who your ideal client is. After all, the riches are in the niches!

In this episode, you will learn:

Why getting a webinar prospect to say “yes” is expensive if you haven’t built up your online influence
How and why Patrick has shifted his sales process during COVID-19
How to use an interview-style podcast to convert clients (and not become an influencer marketer)
Which types of content will help you build an audience before using conversion-oriented marketing tactics
And more!

Tune in to hear what it takes to build enough influence to speed up your conversions!

Resources: Top Advisor Marketing | Patrick Brewer on LinkedIn | Model FA | The Model FA podcast

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Episode 269 – 16 Social Media Etiquette Rules for Financial Advisors

November 5, 2020Branding, Digital Marketing, FinTech, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, Wealth ManagementKirk Lowe

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There are ways to conduct yourself professionally on social media –– and there are etiquette blunders to avoid at all costs.

Today, Kirk and Matt discuss “14 Essential Social Media Etiquette Rules for Brands” written by Todd Clarke and published by Hootsuite. They add their own spin for financial advisors and tack on two more rules –– including one you definitely won’t expect to hear in a list about etiquette –– to help you gain a strong social media audience.

In this episode, you will learn:

Whether it’s ever acceptable for advisors to use auto-replies and bots
Easy ways to check the tone of your social media posts before you publish them
How to pick a fight on social media and example-topics for advisors
How to make the most of the social media algorithms to gain maximum visibility
And more!

Tune in now to learn the most important social media etiquette rules for advisors!

Resources: Top Advisor Marketing |14 Essential Social Media Etiquette Rules for Brands by Todd Clarke | Webinar Replay: How to Write Social Media Posts That Get Clicks

Brought to you by: iris.xyz

Episode 268 – The Most Successful 401(k) Advisors Niche Out: Here’s How! –– With Jake Rushton

November 3, 2020Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, Wealth ManagementKirk Lowe

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Most 401(k) advisors resist the crucial first step to succeeding in their industry: choosing a niche!

In this episode, Matt is joined by Jake Rushton, an expert in the 401(k) world and the founder of 401(k)lub. Jakes gives you step-by-step guidance on how to immerse yourself in your niche’s world so you can help them immediately, gain their trust, and build your credibility.

In this episode, you will learn:

Examples of how to niche down in the 401(k) world
The most effective ways to gain more market share within the plans that you want to help
How referrals can play a major role in your business growth
Whether you should go beyond plan design to offer educational resources to your prospects
How to distribute your content and build a community around your plan
How personal branding can help you create awareness and attract more clients
And more!

Avoid mistakes that keep 401(k) advisors from growing and becoming known by their audience. Tune in now to get proven marketing tips for the 401(k) space!

Resources: Top Advisor Marketing | 401(k)lub | The 401JA(k)E Show | Jake Rushton on LinkedIn

Brought to you by: iris.xyz

Episode 267 – Ways To Get Women Highly Involved in Retirement Planning –– With Marcia Mantell

October 27, 2020Digital Marketing, FinTech, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public RelationsClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, Wealth ManagementKirk Lowe

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Women have very different retirements than men, starting with how they plan for it.

Today, Matt is joined by Marcia Mantell, the owner of Mantell Retirement Consulting, Inc., a retirement blogger, and author of “What’s the Deal with Retirement for Women?” and “What’s the Deal with Social Security for Women?”

Marcia speaks candidly about reasons to put away your bar graphs and start talking to women in a way that moves them to action. This episode is filled with tips you can use right away to help women plan for the retirement they’re hoping for.

In this episode, you will learn:

Why there are differences between how women and men plan for retirement
Ways to make conversations with women visual (without using boring pie charts)
How to bring what’s most important to women into the planning conversation
Reasons to add a Social Security expert to your team
And more!

Tune in now for proven ways to help women plan for retirement!

Resources:

Top Advisor Marketing | Mantell Retirement Consulting, Inc. | Boomer Retirement Briefs | What’s the Deal with Retirement Planning for Women? by Marcia Mantell | What’s the Deal with Social Security for Women? by Marcia Mantell | Episode 264: How to Become an Author Without Writing a Single Thing

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Episode 266 – How To Help Professionally Successful Women Survive a Divorce –– With Allison Jeffereys

October 20, 2020Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, Wealth ManagementKirk Lowe

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50% of marriages in the United States end in divorce. With COVID-19 contributing to an abnormal amount of stress in relationships, there will likely be an influx of divorces in the coming future.

In this episode, Matt is joined by Allison Jeffereys, a divorce coach to professionally successful women and the author of “A Woman’s Guide To Surviving Divorce.”

As a coach who has helped numerous women navigate a divorce, Allison reveals how women handle divorce differently than men. She also shares why divorce is especially painful for professionally successful women and what financial advisors can do to help guide women through this major life event.

In this episode, you will learn:

Why Allison wrote her book and how it can help advisors better communicate with their female clients
Significant differences in how women vs. men make decisions
Why divorce often feels like a bigger failure to women with successful careers
Advice for women who are in the midst of a divorce
How advisors can help women feel secure as they navigate a divorce
Why women who are going through a divorce need a community
And more!

Tune in now for insight into how professionally successful women experience divorce, so you can help them navigate it with confidence.

Resources: Top Advisor Marketing | Allison Jeffereys’ Website | A Woman’s Guide To Surviving Divorce by Allison Jeffereys | Turning Chaos Into Confidence Handout | Schedule a consultation with Allison Jeffereys

Brought to you by: iris.xyz

Episode 265 – How To Stop Being Involved in Every Aspect of Your Business

October 15, 2020Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, Wealth ManagementKirk Lowe

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As Michael E. Gerber, author of The E-Myth Revisited, famously said, “If your business depends on you, you don’t own a business — you have a job. And it’s the worst job in the world because you’re working for a lunatic!”

You’re not creating any long-term equity in your business if you need to be involved in every aspect of your business.

In this episode, Matt and Kirk help you break down opportunities to outsource and not be involved in every part of your business. They give you a new lens to look through –– one that’s worked incredibly well for them. It all starts with dividing your business’s growth into three categories: branding, marketing, and business development.

You will learn:

Top reasons why advisors are resistant to taking their marketing to the next level
The argument for investing in marketing that isn’t measurable
How much of your budget should be spent on marketing
Why it’s becoming more common for advisors to outsource their marketing
Reasons to start content marketing now
And more!

Tune in to learn how to build a sustainable practice by being less involved!

Resources: Top Advisor Marketing | Episode 260: Is Your Digital Marketing Working to Convert Prospects? –– With John Lincoln | Episode 233: Beware of “10X” and “We Fill Your Pipeline” Claims | The E-Myth Revisited: Why Most Small Businesses Don’t Work and What to Do About It by Michael E. Gerber

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Episode 264 – How To Become an Author Without Writing a Single Thing –– With Seth Greene

October 12, 2020Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, Wealth ManagementKirk Lowe

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Books are the ultimate business card. But do you actually want to write a book?

In this episode, Matt is joined by Seth Greene, founder of Market Domination LLC, to explain how advisors can become an author of their own book, all while skipping the demanding and time-consuming writing process.

Seth unpacks Market Domination’s five-step COI method and how his team helps advisors write their own book that generates referrals. He also shares what marketing techniques are making advisors stand out and find prospects during COVID-19 and three marketing missteps to stop doing immediately.

In this episode, you will learn:

How the upcoming U.S. election is impacting cost-per-lead ad spending on Facebook
Why LinkedIn campaigns are working better than ever before for Seth’s clients
How Seth’s COI system works and who it’s designed for
Stories about professionals who’ve successfully used their book to generate referrals
Three marketing missteps that advisors should avoid
And more!

Tune in now to learn about marketing in the virtual space!

Resources: Top Advisor Marketing | Market Domination LLC | Seth Greene on Linkedin

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Episode 263 – How to Help Your Client’s Adult Kids Figure Out Their Financial Future –– With Brian Ursu

October 6, 2020Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, Financial Literacy, financial planner, financial planning, financial podcast, Generation Z, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Millennials, Podcast, Podcasting, Sales, Top Advisor Marketing, Wealth ManagementKirk Lowe

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Millennials and Gen Zs are often left asking themselves, “Now what?” when they’ve received their first big paycheck or a windfall of money.

In this episode, Matt speaks with Brian Ursu, president of Intentional Wealth Advisors and the author of “Now What? A Practical Guide to Figuring Out Your Financial Future.” Recognizing that many people, including those who are just starting out, were never educated in financial planning, this book bridges that gap with practical advice for readers of all ages dealing with fiscal change.

Brian talks about how he wrote the book, who it’s for, and how his clients are using this book as a lifeline for teaching adult kids about money. Brian also explains how family meetings can play a role in positioning you as a family advisor for your clients’ children.

In this episode, you will learn:

What prompted Brian to write his book
How Brian uses his book in his practice
Why adult children are more likely to take financial advice from a book vs. their parents
How family advisors can impact their client’s adult children’s financial literacy
Ideas for how to organize family meetings
Brian’s advice for advisors who want to maintain multigenerational relationships with their clients and their families
And more!

Tune in to learn how you can equip the next generation with financial knowledge and become their family advisor.

Resources:

Top Advisor Marketing | “Now What? A Practical Guide to Figuring Out Your Financial Future” by Brian Ursu | Brian Ursu on LinkedIn | Intentional Wealth Advisors

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Episode 262 – How To Be a Podcast Host That People Adore: Secrets From a Professional Host –– With Aric Johnson

October 1, 2020Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public RelationsClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, Wealth ManagementKirk Lowe

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Are you thinking about starting your own podcast? Or, maybe you’re interested in boosting your podcast hosting skills.

Either way, you’re in for a treat!

Today, Matt speaks with Top Advisor Marketing’s professional podcast host Aric Johnson. Aric reveals what it takes to get listeners excited about your podcast, interviewing techniques that make listeners hang on your every word, how to promote your podcast, and more!

In this episode, you will learn:

Questions to ask yourself before starting a podcast
Four exclusive tips on how to instantly become a good podcast host
Which interviewing techniques Aric swears by
The biggest mistakes that podcast hosts make
A new way to introduce yourself to centers of influence and prospects
And more!

Tune in to learn how to become a podcast host that your audience adores!

Resources: Top Advisor Marketing | Aric Johnson on LinkedIn

Brought to you by: Iris.xyz

Episode 261 – How to Use Original Content to Win Ideal Prospects –– With Jeremy Keil

September 29, 2020Digital Marketing, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, Wealth ManagementKirk Lowe

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Imagine having original content that shows your ideal prospects what you do and who you serve.

Imagine prospects calling you up, ready to work together, because you’ve proven your knowledge –– and in fact, they already like you!

Today, Matt is joined by Jeremy Keil, the owner of Keil Financial Partners and host of the Retirement Revealed With Jeremy Keil podcast.

Jeremy shares how he uses original content to introduce himself to prospects. He also dives into his marketing misses and wins, and how he caught the attention of Harley-Davidson employees at a time when they needed his help the most.

In this episode, you will learn:

The difference between branding and marketing
Jeremy’s secret tips for never running out of podcast topics
Marketing missteps that Jeremy wants you to avoid
5 ways to get your content in front of people on Google
How Jeremy used content to put himself in front of Harley-Davidson employees
And more!

Tune in now to learn easy ways to get in front of ideal prospects with your original content!

Resources: Top Advisor Marketing | Jeremy Keil on LinkedIn | Keil Financial Partners | Retirement Revealed With Jeremy Keil

Brought to you by: iris.xyz

Episode 260 – Is Your Digital Marketing Working to Convert Prospects? –– With John Lincoln

September 22, 2020Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, SalesClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, Wealth ManagementKirk Lowe

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Do you know how to track the different pieces of your digital marketing strategy? Do you know which marketing tactics are nurturing prospects effectively –– and which tactics could use some tweaking?

In this episode, Matt talks to John Lincoln, CEO of Ignite Visibility, about how to turn your digital marketing strategy into a lead-converting machine. John shares his secrets for converting traffic for less, increasing landing page conversion rates by up to 30%, and getting maximum visibility with a single piece of content.

In this episode, you will learn:

What two components make digital marketing cohesive and trackable
Which tool will tell you how many leads your content is getting
Why setting up remarketing audiences is the future of the internet
Four things your landing page must have for you to convert better than your competition
How to tweak your landing page to convert traffic for less money
How much gross revenue entrepreneurs should spend on marketing
And more!

Tune in to learn how to fine-tune your digital marketing for higher conversions!

Resources:

Top Advisor Marketing | John Lincoln on LinkedIn | Ignite Visibility | Ignite Visibility on YouTube | Ignite Visibility’s landing page (John recommends this format for advisors)

Brought to you by: iris.xyz

Episode 259 – What Facebook, LinkedIn, and Twitter Launched Once COVID-19 Hit –– With Julia Ritchie

September 17, 2020Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 25:30 — 59.4MB) | Embed

Major social media platforms have been quick to release features that help people adapt to working from home and avoid misinformation during COVID-19.

In addition to being helpful during a stressful time, these new features could make advisor marketing easier.

Today, Matt talks to Julia Ritchie of Top Advisor Marketing about the updates that Facebook, LinkedIn, and Twitter launched during the early stages of COVID-19. They walk you through each new feature and explore how advisors can use them to their marketing advantage.

In this episode, you will learn:

How Facebook is keeping users informed during COVID-19
About Facebook’s new virtual meeting capabilities
How each platform is combating the spread of misinformation
What email-inspired feature LinkedIn rolled out for premium users
What new LinkedIn feature offers an easy alternative to webinars
What new Twitter feature can help advisors be more present on this platform without taking extra time
And more!

Tune in now to learn about new features on Facebook, LinkedIn, Twitter!

Resources:

Top Advisor Marketing | Julia Ritchie on LinkedIn | Blog: What’s New on Social Media (Q2) | Full Report: What’s New on Social Media (Q2)

Brought to you by: iris.xyz

Episode 258 – RIAs’ Digital Marketing Home Runs During COVID-19 –– With Andrew Healy

September 15, 2020Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 28:31 — 66.3MB) | Embed

Has the transition to relying more on technology during COVID-19 added to an already stressful situation –– or were you already using technology in your practice?

Today, Matt is joined by returning guest Andrew Healy, co-founder of Water & Wall, a marketing and communications company that works with brands across the financial spectrum.

Andrew talks about how RIAs who had been hesitant about video conferencing were suddenly forced to dip their toes in the digital pool when COVID-19 hit the U.S. He shares what advisors have done well from a digital-marketing perspective, how they’ve redefined the client experience, and what fundamental aspects of advice-giving had a chance to shine during the early stages of the pandemic.

In this episode, you will learn:

Ways that RIAs day-to-day work has been impacted by COVID-19
How RIAs have adapted to using new technologies
What changes advisors have made to their websites during the pandemic
5 questions to ask yourself when choosing what type of content to create
How to use your interests to differentiate yourself from other advisors
Why Andrew believes that RIAs have done a fantastic job with strengthening existing client relationships
And more!

Tune in now to learn how RIAs have managed to adapt with excellence during COVID-19.

Resources:

Top Advisor Marketing | Water & Wall | Andrew Healy on LinkedIn

Brought to you by: iris.xyz

Episode 257 – Why It’s Time for Advisors To Replace Selling With Content Marketing

September 10, 2020Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 27:49 — 64.7MB) | Embed

People no longer want to be sold to. That means the financial services industry must drastically change their approach to attracting new clients.

Today, Matt and Kirk talk about how to stop selling your services and start educating your ideal prospects. They explain why content marketing is essential for today’s advisors, why a LinkedIn sales pitch left Kirk shaking his head, and steps to take before you hire a branding company.

In this episode, you will learn:

Why content marketing pre-qualifies prospects
Why having too many referrals isn’t good for your business
Actions to take with a cold audience before trying to convert them
Which marketing tasks Matt and Kirk have outsourced –– and why they’re believers in leveraging external support
Defining characteristics of a cult brand
And more!

Listen now to learn how to start marketing to your ideal prospects on their terms.

Resources: Top Advisor Marketing | Death By Referrals | The Fix by Chris Kneeland, Ryan Gill, and Rob Howard

Brought to you by: iris.xyz

Episode 256 – How To Make It Easy for Prospects To Consume Your Content –– With Malcolm Ethridge

September 8, 2020Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 31:22 — 72.8MB) | Embed

You might have excellent content that’s dedicated to making your niche audience’s lives better. Now it’s crucial to make sure your prospects see your content and that it’s easy to consume.

Today, Matt speaks with Malcolm Ethridge, the executive vice president at CIC Wealth Management and cohost of Manage Your Damn Money, a tv show and podcast. Malcolm shares how he uses content marketing, including podcasting, to reach his prospects with the education they’re looking for. He also points out the benefits of housing all of your content in one digital space.

In this episode, you will learn:

How content marketing is replacing selling for advisors
What pieces of content make up Malcolm’s marketing strategy
How Malcolm inspires prospects to take action after they’ve consumed his content for an extended period of time
Ways to make it easy for people to find and enjoy your content
How Malcolm works with younger generations and maintains a level of profitability
And more!

Tune in now to learn how you can centralize your content and make sure the right people are consuming it!

Resources:

Top Advisor Marketing | Malcolm Ethridge on LinkedIn | CIC Wealth Management | Malcolm Ethridge Website | Manage Your Damn Money

Brought to you by: iris.xyz

Episode 255 – How To Work With Underserved Communities and Still Attract High-Net-Worth Clients – With Adri Miller-Heckman

September 1, 2020Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 40:23 — 93.5MB) | Embed

How can you attract more high-net-worth clients and still help groups that are typically underserved by advisors?

Today, Matt is joined by Adri Miller-Heckman, founder of FemXadvisor. Adri shares the story of her rebrand into FemXadvisor and how she helps women advisors energize themselves by uncovering and sharing their value. Adri also dives into how advisors can work with underserved people with low assets and still make money, while continuing to attract high-net-worth clients.

In this episode, you will learn:

How FemX helps women advisors uncover and articulate their value
How financial services professionals can better serve women and underserved communities
Ways to appeal to low income-based households while still attracting ultra high-net-worth clients
How advisors can continue their everyday business operations while expanding their community reach and giving back
And more!

Tune in now to learn how advisors can help those who need it most and continue to attract high-net-worth clients!

Resources: Top Advisor Marketing | FemXadvisor | Adri Miller-Heckman on LinkedIn

Brought to you by: iris.xyz

Episode 254 – How To Use Facebook Ads To Market To Your Ideal Clients –– With Kelley Doutre

August 25, 2020Branding, Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 27:08 — 27.0MB) | Embed

If you get super specific with your Facebook Ad targeting, will enough people see your ads?

Will you be competing for visibility with Facebook Ads from large financial companies?

Today, Matt speaks with Kelley Doutre, founder of Sweet Honey Marketing, about how to get your Facebook Ads in front of the people you’d love to serve. You will also learn how often to post on Instagram and Facebook and why it’s time to stop overlooking Instagram as a marketing tool.

In this episode, you will learn:

How to build the like, know, and trust factor throughout the customer journey
How Facebook Ads differentiates between small advisors and big advisors
Why you shouldn’t worry about having to compete with large companies’ Ads
What will compel people to click on your Facebook Ads
How often financial professionals should post on Instagram and Facebook
Which one is the best option for building a community: Pages or Groups?
And more!

Tune in now to learn how to use Facebook Ads to build relationships with your ideal clients.

Resources: Top Advisor Marketing | Sweet Honey Marketing | Kelley Doutre on LinkedIn

Brought to you by: iris.xyz

Episode 253 – 8 Ways to Gain Competitive Advantage in Your Practice

August 20, 2020Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 37:00 — 85.7MB) | Embed

Top advisors are champions in the industry because they’ve strategically moved their companies forward by gaining a competitive advantage.

In today’s episode, Kirk and Matt unpack eight ways to increase your competitive advantage. Kirk draws from what he learned in university combined with cutting edge trends to give you actions you can take right away to stand out from the crowd.

You will learn:

Why being adaptable opens up huge opportunities for advisors
Ways to make your business more effective in its operations
Why you shouldn’t be doing everything at all times in your practice
How to create a community-feel that sets you apart from the competition
What having a powerful “why” can do for your company
Ways to be vocal about how you’re involved in the community
And more!

Tune in now and learn 8 powerful ways to separate yourself from the competition!

Resources: Top Advisor Marketing

Brought to you by: Iris.xyz

Episode 252 – How to Create a Safe and Welcoming Space for LGBTQ+ Clients –– With Michelle Waymire

August 18, 2020Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 32:06 — 74.5MB) | Embed

The LGBTQ+ community is still heavily underserved by financial advisors. Are you aware of LGBTQ+ clients’ unique planning needs and how to create a safe environment for different identities?

Today, Matt speaks with Michelle Waymire of Young & Scrappy, a financial advisor and financial coach who serves young folx and the LGBTQ+ community. Michelle shares how advisors can respectfully ask clients how they identify, what conversations to have with LGBTQ+ clients before you start planning, and what marketing strategies she uses to attract this niche.

In this episode, you will learn:

Why Michelle chose to serve young people and the LGBTQ+ community
How working with the LGBTQ+ community differs from serving other niches
Ways to make your advisor website more inclusive
How Michelle stays profitable while working with young people
Questions to ask LGBTQ+ clients before you start the planning work
Michelle’s routine for planning Instagram content that is consistent, themed, and relevant
The importance of understanding gender pronouns and how to ask a prospect which pronouns they use
And more!

Tune in now to hear Michelle’s marketing strategies for serving the LGBTQ+ community and young people!

Resources:

Brought to you by: iris.xyz

Episode 251 – 4 Ways for Advisors to Increase Prospect Quality Over Quantity

August 13, 2020Branding, Digital Marketing, Get to Know the Experts, Marketing, Podcasting, SalesClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 37:08 — 86.0MB) | Embed

Lead generation is dying a slow, wonderful death. Large numbers of leads are no longer the ticket to marketing success for advisors.

Today, Matt and Kirk dive into four ways to increase your quality of prospects –– and stop focusing on quantity. They highlight the power of being omnipresent with your marketing and how to attract, intrigue, engage, and influence to build quality leads.

In this episode, you will learn:

Why marketing for quality breeds focus in your business
Examples of how to create advocacy, which attracts business
Ways to get your expertise in front of new people on social media
How to become omnipresent online (and why it doesn’t have to be hard)
Why it’s important to have your own content (and not just share other people’s content)
And more!

Tune in now to learn four ways to increase your prospect quality!

Resources:

Top Advisor Marketing | Episode 161: The Top 10 Arguments Against Niche Marketing – and Why They’re All Wrong! | iris.xyz | Idea Decanter

Brought to you by: iris.xyz

Episode 250 – Latino Communities Are Ready To Begin Talking About Their Money, But Where Should They Go? – With Jannese Torres-Rodriguez

August 11, 2020Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Public Relations, SalesClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 26:28 — 61.6MB) | Embed

Latino communities are underserved, and many don’t know who to speak with or where to begin talking about their money.

In this episode, Matt speaks with Jannese Torres-Rodriguez, host of the Yo Quiero Dinero podcast about her podcast aimed towards Latinas and women of color. Jannese explains how talking about your money in Latino communities is often considered taboo, and how she approaches breaking down that barrier.

In this episode, you will learn:

How Jannese started having more conversations about money in Latino communities, and why she started her podcast
Why Jannese chooses to lead by example and be transparent when talking about money
Where the idea of money being ‘taboo’ in first-gen Latino families comes from
How you can use social media to create a strong community outside of your podcast
Advice for financial services professionals working with women of color
And more!

Tune in now to learn about how financial services professionals can better serve Latino communities!

Resources:

Top Advisor Marketing | Yo Quiero Dinero Podcast | Info@yoquierodineropodcast.com

Brought to you by: iris.xyz

Episode 249 – How RIAs Can Fulfill Every Compliance Requirement Without Sacrificing Time –– With Will Bressman

August 4, 2020Branding, Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesClient Relationships, Client Satisfaction, Engaged Clients, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, videoKirk Lowe

Podcast: Play in new window | Download (Duration: 26:26 — 29.1MB) | Embed

It’s overwhelming for advisors to make the jump to RIA and become their own governing body. But it can also feel liberating if you have tools that make it easy for you to fulfill compliance activities.

Today, Matt talks to Will Bressman, CEO of RIA in a Box®, about the benefits of using RIA compliance software that can be customized to any RIA situation. Will walks you through the features of RIA in a Box®, including its compliance calendars that help you complete the responsibilities for ongoing compliance while saving time.

In this episode, you will learn:

How RIA in a Box® makes an advisor’s life easier
Whether the consistent compliance pressure from wirehouses and BDs disappears once you become an RIA
How quickly this compliance software updates whenever regulatory bodies make changes
How compliance regulations differ between FINRA and the SEC
And more!

Tune in to learn about compliance solutions that can help any RIA feel less stressed and way more efficient.

Resources:

Top Advisor Marketing | Will Bressman on LinkedIn | RIA in a Box

Brought to you by: iris.xyz

Episode 248 – Reasons for Advisors to Drop the Jargon and Start Using Sketches to Explain Financial Concepts –– With Carl Richards

July 28, 2020Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Public Relations, SalesClient Relationships, Client Satisfaction, Engaged Clients, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, videoKirk Lowe

Podcast: Play in new window | Download (Duration: 29:22 — 68.2MB) | Embed

Many advisors believe that if they aren’t using big words and acronyms with clients, then they aren’t proving their credibility.

Today, Matt speaks with Carl Richards CFP®, Creator of the Behavior Gap and the Sketch Guy column, which has appeared weekly in The New York Times since 2010. Carl joins the show to encourage advisors to explain financial concepts to clients in the most simple way imaginable. He explains why using hand drawn sketches are an effective teaching tool that demonstrates your expertise.

In this episode, you will learn:

Who in the financial industry uses Behavior Gap
The four most common uses of Behavior Gap for advisor marketing
Why sketches make financial concepts easy for people to understand
Why sketches actually demonstrate an advisor’s expertise
Reasons for advisors to stop using jargon and embrace simplicity instead
And more!

Tune in to learn about the power of using sketches to make complex financial concepts easy to understand.

Resources:

Top Advisor Marketing | Behavior Gap | Carl Richards on LinkedIn

Brought to you by: iris.xyz

Episode 247 – Reduce Time and Costs During Your Advisory Firm’s Transitions –– With Jeremi Karnell

July 21, 2020Branding, Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesClient Relationships, Client Satisfaction, Engaged Clients, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, videoKirk Lowe

Podcast: Play in new window | Download (Duration: 34:30 — 80.0MB) | Embed

Today, Matt talks to Jeremi Karnell, president and COO of Truelytics. Truelytics is a leading business-intelligence SaaS (software as a service) platform in the wealth management sector.

Truelytics is the first end-to-end data-driven platform that helps wealth management enterprises recruit, grow, and retain businesses while reducing time and costs related to transitions.

In this episode, you will learn:

About Truelytics’ four models: TrueRecruit, TruePerformance, TrueContinuity, TrueMatch
Which transitions Truelytics is designed to help advisors navigate with less time and costs, including “the great transition”
Which costs Truelytics reduces during transitions
How this software helps advisors focus on what they should be focusing on
The most beneficial lessons Jeremi has learned from being a serial entrepreneur
And more!

Tune in to learn how Truelytics can decrease your costs and time during your firm’s transitions.

Resources:

Top Advisor Marketing | Truelytics | Jeremi Karnell on LinkedIn | Jeremi@truelytics.com

Brought to you by: iris.xyz

Episode 246 – How to Fill Your Webinars With Fans (Instead of Skeptics)

July 16, 2020Branding, Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesClient Relationships, Client Satisfaction, Engaged Clients, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, videoKirk Lowe

Podcast: Play in new window | Download (Duration: 30:13 — 70.2MB) | Embed

Do you have fans or skeptics showing up to your advisor webinars?

Fans are familiar with your work. They understand exactly how you help your niche. And they’re eager to invite their network to your webinar.

Skeptics are the complete opposite. But they’re the people who usually attend advisors’ webinars.

Today, Matt and Kirk teach you how to turn someone into a fan before they show up at your webinar. You will also learn ways to think like a big company as you approach your marketing, which is a key to converting webinar skeptics into fans.

In this episode, you will learn:

The differences between a skeptic and a fan
The downfalls of focusing on short-term marketing outcomes
Ways to nurture your attendees before and after the webinar
The differences between a strategy and a plan
How to think like a big company, but market like a small company
And more!

Tune in now and learn how to fill your webinars with fans!

Resources:

Top Advisor Marketing

Brought to you by: iris.xyz

Episode 245 – Stop Waiting to Start Your Own Financial Podcast –– With Mike Langford

July 14, 2020Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, Sales286290, Client Relationships, Client Satisfaction, Engaged Clients, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, videoKirk Lowe

Podcast: Play in new window | Download (Duration: 34:23 — 78.7MB) | Embed

Are you thinking about starting your own podcast, but you’re not convinced that you’ll have an audience?

In this episode, Matt talks to Mike Langford, CEO of finservMarketing, about why podcasts are more popular than advisors realize, how he helps advisors find their gravity and attract clients, and what’s coming up in fintech. Mike also provides tips to help advisors who feel nervous about starting a podcast.

In this episode, you will learn:

Why being seen as trustworthy isn’t enough on its own to attract clients
Why it’s important for advisors to speak the language of their clientele to create influence
Why podcasting is a worthwhile medium for financial advisors
Advice for advisors who are on the fence about starting their own podcast
The next big thing to look out for in the fintech industry
And more!

Tune in now to learn about the value of podcasting for advisors!

Resources:

Top Advisor Marketing | finservMarketing | Mike Langford on LinkedIn

Brought to you by: iris.xyz

Episode 244 – How to Be an Ally in a White Male-Dominated Workplace – With Julie Kratz

July 7, 2020Branding, Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Public Relations, SalesClient Relationships, Client Satisfaction, Engaged Clients, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, videoKirk Lowe

Podcast: Play in new window | Download (Duration: 33:00 — 75.5MB) | Embed

What does it mean to be an ally? What are some ways that you can be more inclusive in your workplace?

Today, Matt speaks with Julie Kratz, a TEDx speaker, inclusive leadership trainer, executive coach, author, and founder of Next Pivot Point, about how to be an ally for women and underrepresented groups in a white male-dominated industry. They also discuss how to take an inventory of your privilege and how to be inclusive in client meetings.

In this episode, you will learn:

How to evaluate whose voices are being heard in your organization
What microaggressions are and how they affect women in the workplace
Tangible ways to be more inclusive in your workplace
Ways to be an ally
How to know if you tend to mansplain (and how to stop)
Ways to be inclusive in your client meetings
And more!

Tune in now to learn about diversity, inclusion, and becoming an ally in your workplace!

Resources:

Top Advisor Marketing | Next Pivot Point | Julie Kratz on LinkedIn

Brought to you by: iris.xyz

Mini-Series: How to Use Your Video as a Marketing Tool –– With Laura Garfield And Sharon Gottula of Idea Decanter – Part 3

July 2, 2020Branding, Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesClient Relationships, Client Satisfaction, Engaged Clients, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, videoKirk Lowe

Podcast: Play in new window | Download (Duration: 26:22 — 60.3MB) | Embed

Once you’ve shot your video, it’s time to get this new content in front of your audience.

In part three, Matt talks to Laura Garfield and Sharon Gottula of Idea Decanter about how to get the most marketing mileage out of your video. Laura and Sharon unpack four marketing steps and explain how to execute them in ways that are measurable for you and highly appealing and accessible to your audience.

In this episode, you will learn:

How to prevent YouTube from suggesting other people’s “up next” videos to your audience
How to decide where to post your videos
How to email your videos without sending a big file
Best practices for posting videos on social media
How to track the success of your videos
And more!

Tune in now to learn four proven ways to market your video!

Special offer for our listeners: Get Idea Decanter’s free guide: “Six Steps to Attract New Clients With a Video.” Email Laura Garfield with “Top Advisor Marketing” as the subject, and she will send you a copy!

Resources: Top Advisor Marketing | Idea Decanter | Laura Garfield on LinkedIn | Sharon Gottula on LinkedIn

Brought to you by: iris.xyz

Mini-Series: What to Do Before You Shoot Your Video –– With Laura Garfield and Sharon Gottula of Idea Decanter – Part 2

July 2, 2020Branding, Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 28:28 — 65.2MB) | Embed

It can feel nerve-wracking to be in front of a camera, especially if it’s your first time shooting a video.

In part two, Matt is back with Laura Garfield and Sharon Gottula of Idea Decanter to help you prepare for shooting your video. Laura and Sharon walk you through the best equipment and camera angles to use, how to prepare your message, and what it’s like to shoot video with their help.

In this episode, you will learn:

Which angles and poses to use in your videos
How to find your message, even if you have no idea what it is
The difference between talking at someone versus talking to them
How Laura and Sharon make it easy for compliance to review your video
How to gear your video to a specific audience
Tips for feeling comfortable and being personable in your video
And more!

Tune in now for tips to help you prepare for your video shoot!

Resources: Top Advisor Marketing | Idea Decanter | Laura Garfield on LinkedIn | Sharon Gottula on LinkedIn

Brought to you by: iris.xyz

Mini-Series: How to Make Your Videos Way More Authentic –– With Laura Garfield And Sharon Gottula of Idea Decanter – Part 1

July 2, 2020Branding, Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, Wealth ManagementKirk Lowe

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How can advisors become more memorable to clients in a short amount of time?

In today’s episode of Top Advisor Marketing Podcast, Matt kicks off a three-part mini-series with Laura Garfield and Sharon Gottula of Idea Decanter. In part one, Laura and Sharon explain how to be authentic in your videos, how to keep compliance happy, and video blunders to avoid.

In this episode, you will learn:

What to talk about in your videos (and what to leave out)
How to hook your audience in the first 10 seconds of your video
Why personal stories are a game-changer for your video content
How to make compliant-friendly videos
And more!

Tune in to learn from two experts in video creation for financial services!

Resources: Top Advisor Marketing | Idea Decanter | Laura Garfield on LinkedIn | Sharon Gottula on LinkedIn

Brought to you by: iris.xyz

Episode 243 – How to Make Your Advisor Website Accessible –– With Natalie Hadley

June 30, 2020Branding, Digital Marketing, FinTech, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 25:13 — 57.7MB) | Embed

Making your advisor website accessible doesn’t have to be difficult or expensive. And advisors who don’t make their website accessible will miss out on a $21 billion market.

In this episode, Matt speaks with Natalie Hadley, the vice president of Outlook Business Solutions. Natalie unpacks actions you can take to make your website accessible to people with disabilities.

In this episode, you will learn:

How to make your website compatible with adaptive technology
How to tell if your website is accessible
What you can do to improve accessibility on your website
Ideas on how to adapt your services to meet different needs
And more!

Tune in now to learn how to make your advisor website accessible.

Resources:

Top Advisor Marketing | Natalie Hadley on LinkedIn | nhadley@outlookbiz.co | Direct Line: 531-365-5347

Brought to you by: iris.xyz

Episode 242 – PR Hacks for Every Financial Advisor –– With Marie Swift

June 23, 2020Digital Marketing, Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 29:59 — 68.6MB) | Embed

Do you know to think like a journalist in order to get your expertise published?

In this episode, Matt talks to Marie Swift, president and CEO of Impact Communications, about PR hacks that advisors can use right away. Marie also explains why now is the time for advisors to be bolder with their client communications, COI interactions, online visibility, and content-driven marketing.

In this episode, you will learn:

How Impact Communications helps advisors with public relations
Why Marie encourages advisors to cross-market –– and ideas for who to work with
How to think like a journalist to get your content published
How to become more discoverable to journalists
Why authority and credibility marketing is working well for advisors
And more!

Tune in now for PR tips that every advisor needs to know.

Resources: Top Advisor Marketing | Impact Communications | Marie Swift on LinkedIn | Marie Swift’s Blog | News Page

Brought to you by: iris.xyz

Episode 241 – How to Go From Bad to Good to Great Marketing

June 18, 2020Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 25:07 — 57.5MB) | Embed

Do your marketing tactics strengthen your credibility? Or is it possible that your tactics are actually damaging your reputation and costing you time, money, and opportunities?

In this episode, Matt and Kirk walk you through examples of bad, good, and great advisor marketing. You will learn how to fix bad marketing and become endearing to the people you want to serve.

In this episode, you will learn:

What bad, good, and great marketing looks like
How to shift from bad marketing to great marketing
The difference between marketing and sales
Ways to endear your audience to you
Seven ways to make a better effort with your marketing
And more!

Listen now and learn how to take your marketing from bad to good to great!

Resources: Top Advisor Marketing | Good VS. Bad Advisor Marketing: Tactics to Stop and Start Doing Immediately

Brought to you by: iris.xyz

Episode 240 – What Will Your Comeback Story Be? –– With Bob DiMeo

June 16, 2020Digital Marketing, Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 25:37 — 58.6MB) | Embed

As an advisor, what will your comeback story look like at the end of the pandemic? How are you going to do things differently, become more helpful to clients, and more aligned with what’s important to you?

In this episode, Matt talks to returning guest Bob DiMeo, CEO of DiMeo Schneider. They discuss business actions for advisors to take now that the initial shock of COVID-19 is lessening and how to pinpoint your firm’s purpose and future success efforts.

In this episode, you will learn:

How to add future success efforts into your work
The story of Southwest Airline’s innovation that led to 47 years of profits
Questions to help you double down on your firm’s purpose
About the Financial Advisor Pulse Survey conducted by DiMeo Schneider
And more!

Tune in now to start working on your comeback story!

Resources:

Top Advisor Marketing | DiMeo Schneider & Associates | Outsourced Research Solution | Participate in the Financial Advisor Pulse Survey: ctischer@dimeoschneider.com | Bob DiMeo on LinkedIn

Brought to you by: iris.xyz

Episode 239 – Easy Ways to Increase Traffic to Your Advisor Website –– With Nitesh Verma

June 9, 2020Digital Marketing, Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 25:28 — 58.3MB) | Embed

You don’t have to be a Google expert to increase your website traffic.

In this episode, Matt speaks with Nitesh Verma, director of growth at Advisor Websites. Nitesh shares organic ways for financial advisors to rank higher on Google’s Search Engine Results Page, where to upload your videos for easy viewing, and easy ways to increase your website traffic.

In this episode, you will learn:

Which digital marketing practices are working best for advisors
Free ways to boost SEO without trying to compete with big financial companies
How to use social media to boost website traffic
The biggest digital marketing mistakes that advisors are making
And more!

Tune in now for easy ways to boost traffic to your website!

Brought to you by: iris.xyz

Episode 238 – 5 Reasons Your Lead Generation Isn’t Effective And How To Improve It

June 4, 2020Digital Marketing, Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 29:57 — 68.6MB) | Embed

Are you wasting time chasing leads that end up being unqualified or clueless about your real value?

In this episode, Matt and Kirk uncover 5 reasons why advisors’ lead generation isn’t working and how to fix it. You will learn how to shift your marketing tactics to start building relationships and stop chasing short-term leads.

In this episode, you will learn:

The difference between leads and relationships
How to start marketing on your audience’s terms (and not your terms)
Tangible ways to build relationships and solve your audience’s pain points
Ways to give your audience multiple engagement options –- and why this is important
And more!

Tune in now for 5 ways to improve your lead generation!

Resources:

Top Advisor Marketing

Brought to you by: iris.xyz

Episode 237 – Start Making Connection Calls With Your Clients Now – With Brad Johnson

June 2, 2020Digital Marketing, Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 30:36 — 70.0MB) | Embed

People are desperate for connection right now. What are you doing to show your clients that you’re there for them?

In this episode, Matt speaks with Brad Johnson, VP of advisor development at Advisors Excel and host of The Elite Advisor Blueprint podcast. Brad walks you through a much-needed and effective marketing strategy right now that only requires financial advisors to have a telephone and a work ethic.

In this episode, you will learn:

About the best marketing tactics that Brad has seen advisors do
Why marketing is a combination of science and art
What people are really looking for when they attend seminars
The purpose of making connection calls during isolation –– and how they’re different from sales calls
How to ask for referrals through connection calls
And more!

Tune in now and learn how to start making connection calls today!

Brought to you by: iris.xyz

Episode 236 – How Advisors Can Benefit From Leadership Development –– With Peter Montoya

May 26, 2020Digital MarketingClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 27:02 — 61.9MB) | Embed

What is the value of leadership development for advisors? Why do they tend to focus so little on it?

In this episode, Matt talks to Peter Montoya, the best-selling author of “The Brand Called You” and his latest books, “Meetings Without Walls” and “Leadership Power.” He’s also a sought-after and highly motivational keynote speaker and leadership development strategist, specializing in developing high-performance teams. Today, Matt and Peter about something particularly personal and self-reflective for advisors –– leadership. They discuss how advisors can use leadership to effect positive change in themselves and in the lives of their clients and employees.

In this episode, you will learn:

How long it takes for advisors to establish credibility in their clients’ minds
The six most effective marketing channels for financial services
The best frequency in communication for advisors to stay top of mind
How to use power in all aspects of your life
And more!

Tune in hear about leadership development from an industry veteran!

Resources Top Advisor Marketing | Peter Montoya : (949) 334-7070 | petermontoya@petermontoya.com | Peter Montoya on LinkedIn

Brought to you by: Iris.xyz

Episode 235 – Overcome Your Self-Limiting Beliefs and Win! –– With JM Ryerson

May 19, 2020Digital Marketing, Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 25:08 — 57.5MB) | Embed

We often limit ourselves by questioning what we believe we’re capable of. This could be a result of the type of headspace we entrap ourselves in.

In this episode, Matt speaks with JM Ryerson, a leadership expert and the CEO of Let’s Go Win. JM speaks about the importance of getting in the right headspace and how mental performance can negatively and positively impact your work environment. He also speaks to the value of having fun and striking a balance between home and work.

In this episode, you will learn:

How JM Ryerson helps teams improve their mental performance
The importance of being in the right headspace
Ideas on how to get in the right headspace before work
Methods for overcoming self-limiting beliefs
And more!

Tune in to learn how to get in the right headspace.

Resources:

Brought to you by: Iris.xyz

Episode 234 – Stop Viewing Compliance as Your Business-Prevention Department –– With Leila Shaver

May 12, 2020Digital Marketing, Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 29:22 — 67.2MB) | Embed

Are you an advisor who feels nervous about compliance? Join the club. You might even want to start a podcast, but you’re worried about navigating compliance’s requirements.

In this episode, Matt speaks with Leila Shaver, owner and managing partner of My RIA Lawyer. Leila takes a deep look into compliance as it relates to risk profiles, podcasting, testimonials, and more.

In this episode, you will learn:

How to better understand compliance
What you can do to potentially improve your risk profile
How compliance involvement differs between RIAs versus FINRA
Answers to aspiring podcasters’ most common compliance concerns
What the benefits are of becoming an RIA
And more!

Tune in now to hear the answers to your compliance concerns.

Resources Top Advisor Marketing | My RIA Lawyer | (770) 462-2118

Brought to you by: Iris.xyz

Episode 233 – Beware of “10X” and “We Fill Your Pipeline” Claims

May 7, 2020Digital Marketing, Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 27:20 — 62.6MB) | Embed

If a marketing expert promises you results that seem too good to be true, it probably is.

In this episode, Matt and Kirk discuss why they believe it’s irresponsible for “marketing gurus” and “lead-generation experts” to claim that they can fill financial advisors’ pipelines and get them 10X the results. They also talk about what advisors have to gain by shifting away from a “quick win” marketing mindset.

In this episode, you will learn:

Why the promise of 10X and filling your pipeline is problematic
How to validate these promises
Why silver marketing bullet is not a sustainable pursuit
What to do if you’re approached by aggressive marketers that trying to sell you short-term success
And more!

Tune in now to consider a new way to think about quick-win promises from marketers.

Resources: Top Advisor Marketing | Kirk’s LinkedIn post | Death By Referrals

Brought to you by: iris.xyz

Episode 232 – How to Hire the Right People for Your Firm –– With Duane Roberts

May 5, 2020Digital Marketing, Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 20:13 — 46.3MB) | Embed

Why are we talking about hiring on a marketing podcast? Because when advisors hire the right people, they can market that they have a stellar team and focus on doing what they do best.

In this episode, Matt speaks with Duane Roberts, the COO and CFO of Humans Being Resources, a recruiting firm. Duane explains how his company helps financial advisors find the right hires through My1Hire packages.

In this episode, you will learn:

Why finding candidates outside of your industry is important
How COVID-19 has altered the hiring process
Key HR resources for advisors
What separates Humans Being Resources from other recruiting firms
And more!

Tune in now for tips on how to hire the right people!

Resources: Top Advisor Marketing | Humans Being Resources | My1Hire | (844) 691-4473

Brought to you by: iris.xyz

Episode 231 – Transparency Wave — With Paul Pagnato

April 28, 2020Digital Marketing, Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 28:22 — 64.9MB) | Embed

Transparency changes everything for advisors. Being transparent means communicating all aspects of your business.

In this episode, Matt speaks with Paul Pagnato, CEO of PagnatoKarp. Paul shares the importance of being transparent in the finance industry, how trust and transparency go hand in hand, and he discusses his book, “Transparency Wave.”

In this episode, you will learn:

How to use transparency to differentiate yourself in the industry
The six Ts of transparency
The importance of building trust with clients
How to scale credibility
And more!

Tune in to learn all about transparency!

Resources Top Advisor Marketing | PagnatoKarp | Transparency Wave

Brought to you by: Iris.xyz

Episode 230 – Sales Techniques and Triggers With Jason Smith

April 21, 2020Get to Know the Experts, Marketing, Practice Mgmt, SalesClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 29:35 — 33.9MB) | Embed

Have you ever wondered what the best way to get referrals is? Or how to know when it’s best to move forward in a sale and close the deal?

In this episode, Matt chats with Jason L Smith, founder of The JL Smith Group, an independent retirement planning and wealth management firm. Jason goes into detail about their process first approach and how he preps each client. He also touches on the importance of education and his book!

In this episode, you will learn:

Sales techniques
Three ways to build trust and rapport before meeting with clients
The importance of educating clients
How to know notice triggers and move towards closing a sale
And more!

Tune in to learn how to reinvent your client approach!

Resources Top Advisor Marketing | The JL Smith Group | Clarity 2 Prosperity | The Bucket Plan

Episode 229 – Marketing to The Forgotten Generation

April 16, 2020Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 24:01 — 27.5MB) | Embed

Generation Xers are a Financial Advisors’ Dream – so why are they being left out?

In this episode, Kirk and Matt, Gen Xers working in the marketing space for financial advisors, are finally exposing a significant hole in the industry – Marketing to the Forgotten Generation – Generation X!

Gen Xer’s are the first generation to start figuring out the idea of work-life balance, and more and more of them are entrepreneurs, but no one is marketing to them to help them prepare for retirement.

In this episode, you will learn:

What being from Generation X means
Why it is essential that advisors start paying attention to Generation X and how can they reach them
What do Gen Xers want from a financial advisor
And more!

Tune in now to hear the story that no one else is talking about!

Resources: Top Advisor Marketing

Brought to you by: iris.xyz

Episode 228: Building Your Business to Run Without You – With Erin Botsford

April 14, 2020Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 29:24 — 33.6MB) | Embed

Advisors, like all entrepreneurs, want to build a successful business, serve more people, make more money, and hopefully one-day have the freedom to enjoy it. If you go on vacation, do you worry if the business will suffer, or are you secure in the fact that you have empowered your team to carry on without you?

Today, Matt speaks with Erin Botsford, a financial advisor who retired at the top of her game as a Barrons top 100 producer, now Erin helps other advisors achieve the same success she had. Erin is here today to share her story of where she began, her struggles, and her accomplishments.

In this episode, you will learn:

How Erin’s determination to succeed ultimately has led her to financial freedom
Why it is crucial to build your team for success
Staying top of mind is vital – how to use social media platforms effectively
And more!

Listen in and learn the importance of truly becoming a business owner.

Resources: Top Advisor Marketing | Erin Botsford | Elite Advisor | Use code “MATT” to receive half off

Brought to you by: Iris.xyz

Episode 227: Advisors Need to Market Themselves Better — With Kurt Ohlson

April 7, 2020Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 29:00 — 33.2MB) | Embed

Are you struggling to bring in new clients or even prospects? The answer to all your woes is marketing! But do you know how to market effectively and efficiently to get noticed by your ideal client?

Today, Matt speaks with Kurt Ohlson, financial services professional, coach, and consultant about what advisors are not taking advantage of and what they could and should be doing to build their book of business. They also discuss the importance of insurance and whether or not you need a broker-dealer anymore.

In this episode, you will learn:

Why it is essential to own your webpage
How to get your name to the top of that google search
What is commonality and how to use it to your advantage
How to leave the broker-dealer world and become your own RA
And more!

Listen in and take control of your business and be the one to make things happen!

Resources: Top Advisor Marketing | Kurt Ohlson LI | Kurt Ohlson FB | ECA Marketing

Brought to you by: Iris.xyz

Episode 226: The New Reality for Financial Advisors –– With Doug Heikkinen

April 2, 2020Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 42:22 — 97.0MB) | Embed

Have you started changing the way you communicate with clients? Do you have a fine-tuned value proposition that articulates your unique expertise?

In this episode, Matt and Kirk speak with Doug Heikkinen, founder of Iris.xyz, a media platform dedicated to helping advisors become better in business and life. Together, they give advisors action items for shifting into another gear to excel in the midst of the bear market and COVID-19 pandemic.

In this episode, you will learn:

How much time to dedicate to client communication on a daily basis
Remote-work practices that the Top Advisor Marketing team swear by
Value-proposition questions for business owners to reflect on right now
Why it is so important to accept change and not fear it
And more!

Tune in now to hear action items that can help advisors shift gears to succeed in our new reality.

Resources: Top Advisor Marketing | 5 Steps to Creating a Powerful Value Proposition | Iris.xyz | Asana

Brought to you by: Iris.xyz

Special Episode: Going on The Offensive — With Coach Joe Lukacs

April 1, 2020Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 39:11 — 44.8MB) | Embed

Being proactive and taking action, especially during difficult times, can be just what you need to help your business grow. How can you make the determination to play offence and be part of the 20 percent of people finding business development opportunities right now?

In this episode, Kirk continues his conversation with Coach Joe Lukacs. With over 26 years of experience coaching financial advisors, Coach Joe shares his knowledge on the strategies you can use to truly influence others and achieve success in your practice during trying times.

In this episode, you will learn:

How to influence your network by offering certainty
Why you should focus on selling a conversation
How to create messages that spark more conversations on LinkedIn
And more!

Tune in now and make the decision to play offense by being a leader when people need one the most!

Resources: Top Advisor Marketing | Coach Joe LI | Magellan Mastermind & Network | Special Episode With Joe Lukacs

Brought to you by: Iris.xyz

Episode 225: Embrace AI and Prosper— With DJ Sebastian

March 31, 2020Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 28:14 — 32.3MB) | Embed

Spending more time being face to face building a relationship with your client will benefit your practice more than sitting behind the desk drafting mailers.

In this episode, Matt speaks with DJ Sebastian, a top-performing sales executive in the world of cutting edge technology. DJ’s mission as an author and coach is to help sales professionals develop the skills they need and utilize these new technologies so they can achieve greater success.

In this episode, you will learn:

What is Artificial Intelligence today
The shift in what humans do physically and mentally in the workplace – and how it affects the workforce
Proactive Advisor – why you should become one
How top advisors can leverage AI technologies in their marketing activities
And more!

Listen in and be inspired to read the book The Selling Revolution – Prospering in the New World of Artificial Intelligence, which takes a unique look at how the convergence of these technologies combined with social communications trends and management imperatives will revolutionize the future sales profession.

Resources: Top Advisor Marketing | DJ Sebastian Email | Top 10 Tips | The Selling Revolution – Prospering in the New World of Artificial Intelligence

Brought to you by: Iris.xyz

Special COVID-19 Episode: It’s Time To Step Up Your Game — With Joe Lukacs

March 30, 2020Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 29:30 — 33.8MB) | Embed

Today’s environment of self-isolation can often leave people feeling uncertain about things. Now is the time to step up and take care of yourself, your team, and your clients!

In this episode, Matt and Kirk speak with Coach Joe Lukacs, coach to financial advisors. Coach Joe shares the lessons learned from the market downtime of 08/09, so you can better position yourself to get through these trying yet recoverable days.

In this episode, you will learn:

How to ask questions in the proper order to get people to answer honestly
Why you must accept the challenge to create certainty in these uncertain times
Ways to not only survive but to thrive
And more!

Tune in now because it is time to step up your game and ‘rockstar’ your business!

Resources: Top Advisor Marketing | Coach Joe Lukacs LI | Magellan Mastermind & Network

Brought to you by: Iris.xyz

Episode 224: How to Create Lasting Brand Awareness — With Rebecca Hourihan

March 24, 2020Branding, Digital Marketing, Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

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Do you need to become more recognizable? Are you the top search in your region?

In this episode, Matt speaks with Rebecca Hourihan, founder and CMO of 401(k) Marketing. She elaborates on how she helps retirement-plan advisors market their expertise and build long-lasting brand awareness.

In this episode, you will learn:

What led Rebecca to start this company and serve plan advisors
Why is it important for the 401(k) market to be branded like other businesses
How Rebecca and her team will assist you as a plan advisor
And more!

Tune in now and learn how to start building long-lasting brand awareness.

Resources: Top Advisor Marketing | 401(k) Marketing | Rebecca Hourihan on LinkedIn

Brought to you by: Iris.xyz

10 Mins with TAM – COVID -19 – Remote Work Options

March 20, 2020Marketing, Practice MgmtKirk Lowe

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Remote work might not be an option for every person. Is there a way to work safely at your physical office? Our COO, Lisa Ferguson, is here with solutions that your team can use right away.

Top Advisor Marketing

Episode 223: Are You Scaling Your Credibility?

March 19, 2020Branding, Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

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Are you tired of spending time away from the office and your family to speak at events? There are benefits to public speaking, but what if you could reach an infinite number of people at once, all while conserving your time and energy?

In this episode, Matt and Kirk explain how you can benefit from scaling your credibility. You will hear success stories of advisors who’ve pulled this off and learn ways to start marketing yourself more efficiently.

In this episode, you will learn:

The benefits of scaling your credibility
How to determine if scaling your credibility aligns with your business goals
How to use content to build relationships with prospects
Why having content and a complete LinkedIn profile can shorten your sales cycle
And more!

Tune in now and learn how to start scaling your credibility!

Resources: Top Advisor Marketing | Kirk on LinkedIn | Matt on LinkedIn

Brought to you by: Iris.xyz

Episode 222: How to Master Tough Conversations With Clients — With David Wood

March 17, 2020Get to Know the Experts, Marketing, Practice Mgmt, SalesClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 29:06 — 33.3MB) | Embed

Do you know how to have tough conversations with your clients? When a client cries in your office, is your automatic instinct to shut down the conversation?

In this episode, Matt speaks with David Wood, one of the world’s top life coaches, about why nine times out of 10, tough conversations are worth having. Naturally analytic, David teaches you how to switch gears to engage in tough conversations with a level of comfort and confidence that leads to deep connections.

In this episode, you will learn:

How to hold space for clients who are crying in your office
What golden question to ask any client who is expressing strong emotions
An exercise to do with your clients when you’re both feeling stressed during a conversation
Three outcomes of difficult conversations that most advisors don’t consider
And more!

Tune in now to learn how to master tough conversations with your clients.

Resources:

Top Advisor Marketing | Play for Real | Life Assessment | Tough Conversations: 4-Step Blueprint | Tough Conversations Podcast with David Wood

Brought to you by: Iris.xyz

Episode 221: Build a Million-Dollar Mindset and the Practice Will Follow — With Stephanie Bogan

March 10, 2020Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 28:33 — 32.7MB) | Embed

Are you positioning yourself to build a million-dollar practice and take 100 days off? Are you on track to double your revenue in half the amount of time?

Today, Matt speaks with Stephanie Bogan, the chief possibility officer at Educe and founder of the Limitless Adviser Coaching program. In a conversation that will urge you to take action, Stephanie explains how to make mindset shifts that are essential for doubling your revenue in half the time. You will learn how to pinpoint how you’re spending the majority of your time as an advisor — and how to take control.

In this episode, you will learn:

How a mindset shift improves personal performance and happiness
How one advisor’s crisis of confidence was costing his firm $80,000 per year
How to calculate your return on time
How to do a five-day exercise that will reveal whether you have the potential to double your revenue in half the time
Why being below the line hinders advisors from doubling their revenue
And more!

Learn how to make changes to your mindset that can position you to double your revenue in half the time!

Resources: Top Advisor Marketing | Educe Inc.

Brought to you by: Iris.xyz

Episode 220: Dare to Reinvent Yourself and Help Clients Do the Same — With Bobby Henebry

March 3, 2020Branding, Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

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Have you ever considered taking a different direction in your professional life? Are you equipped to have conversations with your clients about their own desires for reinvention?

In this episode, Matt speaks with Bobby Henebry, a CFA, keynote speaker, YouTuber, and world traveler, about his decision to leave a secure job and eventually start Henebry Blockchain & Cryptocurrency Consulting. Bobby also explains how advisors can build client relationships that facilitate the “reinvention” conversation, and what he’s learned while growing his hobby-based YouTube channel.

In this episode, you will learn:

What Bobby’s first step was after leaving a secure job
Why he just started saying yes to opportunities
How Bobby balances the multiple entrepreneurial interests that he is pursuing
Bobby’s advice for building client relationships that are open to conversations about reinvention
What he has learned about serving his YouTube audience
And more!

Tune in now to consider what your reinvented life could look like — and learn how to support clients who are on the brink of reinvention.

Resources:

Top Advisor Marketing | Bobby Henebry on LinkedIn | Chord Savvy

Brought to you by: Iris.xyz

Episode 219: How to Win Over Prospects With Email Campaigns — With Emily McGuire

February 25, 2020Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 26:29 — 30.3MB) | Embed

Have you considered that email is no different than most of your other sales channels?

Email campaigns give financial advisors a one-to-one relationship-building opportunity with prospects in all stages of their customer journey.

In this episode, Matt speaks with Emily McGuire, the owner of an emailing marketing studio called Flourish & Grit. This a fun and highly practical conversation where Emily teaches you how to write email campaigns that help prospects trust you in order to take the next step with your brand.

In this episode, you will learn:

Reasons to consider sending short emails to your list frequently
Which metrics to consider, besides open-rates, when assessing your email results
How to generate warm leads with an email nurture sequence
What word to starting using right away in your emails to get better results
And more!

Tune in now to get advice you can use right away to write email campaigns that win over prospects.

Resources:

Top Advisor Marketing | Flourish & Grit

Brought to you by: Iris.xyz

Episode 218: How to Stay on the Forefront of Marketing in the 401(K) Space — With Aaron Pottichen

February 18, 2020Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 23:42 — 27.1MB) | Embed

What strategies are you using to stand out from other financial professionals? Learn new strategies from a professional who’s making waves in a particularly competitive space.

In this episode, Matt speaks with Aaron Pottichen, senior vice president at Alliant Retirement Consulting, about how Aaron stays on the cutting edge of marketing in the very competitive 401(k) space. Aaron delves into what strategies he uses to set himself apart, including how he creates videos that are easy to shoot, compliance-friendly, and optimal for sharing on his LinkedIn profile.

In this episode, you will learn:

Why Aaron enjoys working in the 401(k) space
Aaron’s strategy for giving prospects immense value — and why this matters
Why Aaron prospects in a way that’s backwards to what the rest of the industry does
What 401(k) offerings resonate the most with his target market
What guidelines Aaron uses for creating LinkedIn videos
And more!

Tune in now and learn new strategies for climbing to the forefront of your space — and staying there.

Resources: Top Advisor Marketing | Alliant Retirement Consulting | Aaron Pottichen’s LinkedIn

Brought to you by: Iris.xyz

Episode 217 – Build a Bridge Between Means and Meaning for Your Clients — With Mitch Anthony

February 11, 2020Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 28:27 — 32.6MB) | Embed

Named as one of the top “Movers & Shakers” in the financial services industry, Mitch Anthony has been creating innovative discovery approaches for advisors for over twenty years.

In this episode, Matt speaks with Mitch Anthony, the founder and president of Advisor Insights Inc and co-founder of ROL Advisor. Together, they discuss the power of using storyselling to guide your clients into a decision-making mindset, the value of practicing life-centered planning™, and why it’s the advisor’s job to build the bridge between clients’ means and meaning.

In this episode, you will learn:

About Mitch’s “accidental tourist” introduction into financial services
Why it’s problematic to view money as being more than just a utility
The importance between having a monologue and dialogue with your prospects
How Mitch helps advisors with the emotional aspect of transitioning from money-centered planning to life-centered planning
And more!

Tune in now to learn about Mitch Anthony’s groundbreaking approaches to client discovery!

Resources:

Brought to you by: Iris.xyz

Episode 216 – 8 Content Marketing Trends for 2020

February 6, 2020Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

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When you’re communicating with your audience and marketing your expertise, are you still taking a sales-oriented approach? How long has it been since you updated your marketing strategy?

Marketing is quickly shifting. What does the 2020 marketing landscape look like for advisors?

A big hint is relationship marketing. The majority of the content you produce needs to be about results and actionable items for your audience. Today, Matt and Kirk talk about the 8 trends that will have a great impact on advisors’ marketing this year.

In this episode, you will learn:

How to use content to build your authority
How to create results-focused content
Why lead generation is a thing of the past
And more!

Tune in now to learn about the 8 marketing trends that are set to dominate 2020.

Resources: Top Advisor Marketing | How Good Advisor-Marketing Happens in the Expertise Economy | 10 Biggest Content Marketing Trends that Will Dominate 2020

Brought to you by: Iris.xyz

Special Series Part 3: Your Preview of the Retirement & Longevity Summit — With Ross Marino

February 4, 2020Get to Know the Experts, Marketing, Practice MgmtAdvisor2X, Certified Financial Transitionist®, Client Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Ross Marino, Special Series, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 27:40 — 31.7MB) | Embed

How will you become your prospects’ go-to expert for retirement planning in a sea of financial advisors who claim to have the same expertise?

In this final episode of our mini-series, Matt Halloran speaks with Ross Marino, Advisor2X’s founder, about the caliber of speakers at the Retirement & Longevity Summit; these are industry experts who will show you how to differentiate yourself from other advisors that specialize in retirement planning. This your preview to many of the speakers’ pivotal teachings for wealth advisors who want to have conversations that go beyond asset management and financial planning.

In this episode, you will learn:

What Ross’s criteria are for the Retirement & Longevity Summit’s speakers
How to ask questions that will highlight the vulnerabilities of a prospect’s current plan
Why advisors needn’t be afraid of not having answers to every question
Three intuitive tips for aging successfully
And more!

Tune in now to get your preview of the Retirement & Longevity Summit’s top industry speakers!

Limited-time offer exclusively for RIAs and financial advisors: Use the code TAM to save $750 on your registration for the Retirement & Longevity Summit.

Resources:

Top Advisor Marketing | Advisor2X | Retirement & Longevity Summit | ross@rlsummit.com |

Erin Botsford’s Elite Advisor Course | Live Long, Die Short: A Guide to Authentic Health and Successful Aging by Roger Landry

Brought to you by: Iris.xyz

Special Series Part 2: Surprising Features That Make or Break Industry Conferences — With Ross Marino

Podcast: Play in new window | Download (Duration: 32:43 — 37.4MB) | Embed

Have you ever attended an industry conference only to be left feeling dissatisfied? You couldn’t focus during the presentations, you barely networked, and you felt tired most of the time.

Ross Marino, the founder of Advisor2X, can prove that the problem wasn’t with you — it was with the conference. In part two of our mini-series, Matt Halloran and Ross discuss the overlooked and supposedly small details that bring conferences from time-wasting to highly productive and memorable for advisors.

In this episode, you will learn:

What to consider before deciding to invest your time at a conference
What qualities of a conference set advisors up to make decisions and then act on them
How to choose which action-item to implement after a conference
And more!

Tune in now to consider what qualities to look for in an upcoming conference before you invest your time.

Limited-time offer exclusively for RIAs and financial advisors: Use the code TAM to save $750 on your registration for the Retirement & Longevity Summit.

Resources:

Top Advisor Marketing | Advisor2X | Retirement & Longevity Summit

Brought to you by: Iris.xyz

Special Series Part 1: How to Move Beyond Numbers-Based Conversations — With Ross Marino

Podcast: Play in new window | Download (Duration: 37:07 — 42.5MB) | Embed

Most advisors affirm their clients’ thoughts and feelings every time they talk. That’s called active listening. It’s valuable, but it’s not enough to help you draw out what matters to your clients.

In this first episode of a three-part series, Matt Halloran speaks with Ross Marino, the founder of Advisor2X, about how to have conversations with clients that go beyond numbers. You don’t have to be a psychologist to carry out these conversations; Ross teaches you the purpose of deep listening and how to integrate it into your client meetings during this insightful episode.

In this episode, you will learn:

What the difference is between active listening versus deep listening
What questions to ask your clients when you’re practicing deep listening
How to separate your clients’ desired activities from the effect
Why it’s valuable to draw out why your clients’ goals matter to them
What a Certified Financial Transitionist® is
And more!

Tune in now to learn how to start practicing deep listening today.

Limited-time offer exclusively for RIAs and financial advisors: Use the code TAM to save $750 on your registration for the Retirement & Longevity Summit.

Resources:

Top Advisor Marketing | Advisor 2X

Brought to you by: Iris.xyz

Episode 215 – Why Your Online Reputation Matters — With Sameer Somal

January 28, 2020Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

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What do you do when you want information? Do you search the internet? Did you know 93% of online experiences begin with opening a search engine like Google?

In this episode, Kirk Lowe is speaking with Sameer Somal, founder of Blue Ocean Global Technology. Kirk and Sameer explore the importance of why your online reputation matters, and what you can do to manage that reputation.

In this episode, you will learn:

Why it is important to have a good online reputation
What is SEO, and Online Reputation Management (ORM)
How to become more referable by leveraging your ORM
What tips you can use to successfully manage your online reputation
And more!

Tune in now and take in some tips for managing your online reputation!

Resources:

Top Advisor Marketing | Blue Ocean Global Technology | Sameer Somal Email | Sameer Somal LinkedIn

Brought to you by: Iris.xyz

Additional Resources:

7 Proactive Steps to Safeguard Your Online Reputation

What is the Difference Between SEO and ORM

Episode 214 – How to Rank Higher in Google’s Search Results — With Samantha Russell

January 21, 2020Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 30:33 — 35.0MB) | Embed

Is your advisory practice coming up at the top of Google’s search engine results page? Can your prospects find you on social media?

Today Matt is joined by returning guest Samantha Russell, the chief marketing officer at Twenty Over Ten, to discuss how advisors can become visible to prospects of all ages that are increasingly searching online for advisors to work with. Together, they define and uncover long-term niche strategies, the art of attracting pre-sold clients, how to optimize your website for voice searches, and more!

In this episode, you will learn:

How to use content marketing to serve your niche
How to tweak your website in order to rank higher in search results
Two little-known ways to optimize your website for voice searches
What you can expect from Twenty Over Ten’s new Lead Pilot program
And more!

Tune in now and learn expert tips for boosting your firm’s online visibility!

Resources: Top Advisor Marketing | Twenty Over Ten | Samantha C. Russell | Lead Pilot

Brought to you by: Iris.xyz

Episode 213 – How to Develop Your Executive Presence — With Steve Kosch

January 14, 2020Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 27:28 — 31.4MB) | Embed

Are you struggling to get your message across to your audience? Do you want to be that person who motivates a room of people to take action?

In this episode, Matt has the pleasure of speaking with renowned media icon Steve Kosch, the founder and leader of Media Training Network. Steve’s years of varied experiences on such media platforms as ABC, The Weather Channel, and CNN have led him to this point in life where he is helping executives, experts, and business leaders learn how to effectively communicate with their audiences by developing an executive presence.

In this episode, you will learn:

About the client process of working with Media Training Network
How to lead your audience to your final call-to-action
Steve’s recommendations for incorporating visuals into your presentations
An example of a speaker who embodies an executive presence
And more!

Tune in and learn how to improve your next presentation by working on your executive presence!

Resources: Top Advisor Marketing | Steve Kosch’s Email | Media Training Network: (949) 720-2080

Brought to you by: Iris.xyz

Episode 212 – PR Strategies That Get Advisors the Most Attention — With Warren Weeks

January 7, 2020Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 31:28 — 36.0MB) | Embed

Do you know how to use PR to draw attention to your expertise?

In this episode, Matt is joined by Warren Weeks, founder of Weeks Media, who shares strategies that you can start using today to capture journalists’ attention and boost your chances of getting your expertise published.

In this episode, you will learn:

Why it’s worthwhile for advisors to pitch topics to trade publications
The importance of putting effort into your LinkedIn profile
Which two social platforms tend to get the press’s attention
How to reverse-engineer your press releases to make them audience-focused and appealing to journalists
And more!

Tune in now and learn the best PR strategies for casting a spotlight on your expertise!

Resources:

Top Advisor Marketing | Weeks Media

Brought to you by: Iris.xyz

Episode 211 – Business Tips for a Dialed-In and Successful 2020

January 2, 2020Get to Know the Experts, MarketingClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 44:53 — 51.4MB) | Embed

There are many aspects that can determine whether a business will be successful or not, but it all starts from the inside. As an advisor, there’s only so much you can do by yourself. That’s why we recommend being dialed-in and creating synergies that will help your business thrive.

Start your 2020 with clear 20/20 vision by listening to Matt and Kirk as they discuss the benefits of being dialed-in, what challenges business owners face when they’re not creating enough synergies, and how to manage and overcome roadblocks in your business.

In this episode, you will learn:

Why having a clear and distinct brand can make you more referable
Warning signs that you’re not dialed-in
Why it’s important to create a positive work culture
How to find your focus
And more!

Tune in now and start your year with 20/20 vision by listening to this value-packed episode.

Resources: Top Advisor Marketing

Brought to you by: Iris.xyz

12 Days of Marketing – Episode 12 — The Best Tips From Our 12 Days of Marketing Series

December 20, 2019Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 19:51 — 22.7MB) | Embed

We hope our 12 Days of Marketing series has given you the inspiration you need in order to achieve 20/20 vision and perfection in the new year. But the festivities aren’t over yet!

In the twelfth and final episode of our annual series, Matt and Kirk recap their best tips from the past 11 days. If you haven’t taken notes yet, we recommend that you write down these ideas so you can incorporate them into your 2020 plan.

In this episode, you will learn:

How to stay top-of-mind by using social media and Micro-Influence strategies
The benefits of outsourcing your marketing
Ideas for finding podcast topics that solve your audience’s biggest challenges
What change you can make today to improve your speaking skills
How to stay relevant and use organic techniques to build relationships
And more!

Tune in now to learn the best tips from our 12 Days of Marketing series. And thank you for joining us for this holiday tradition!

Resources: Top Advisor Marketing | Influence is Marketing – Be Your Own Loud | 12 Days of Marketing series

Brought to you by: Iris.xyz

12 Days of Marketing – Episode 11 — Best Practices for Showcasing Your Expertise on Social Media

December 19, 2019Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 16:11 — 18.5MB) | Embed

Do you know how to use social media to showcase your expertise?

In the eleventh episode of our 12 Days of Marketing series, Matt and Kirk uncover social media best practices that you can put into action right away. You will learn which content algorithms prioritize, strategies for introducing your network to your expertise, and why LinkedIn is the ideal platform for sharing your expert content.

In this episode, you will learn:

Examples of how to use long-form content to create consumable micro-content
What the purpose of expertise marketing is and how to do it
About current LinkedIn stats that every advisor needs to know
Tried-and-true ways to get engagement on your LinkedIn posts
And more!

Tune in now and learn how to share your expertise on social media!

Resources: Top Advisor Marketing

Brought to you by: Iris.xyz

12 Days of Marketing – Episode 10 – How to Create Your Powerful Hook

December 18, 2019Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 12:19 — 14.1MB) | Embed

Are you inspiring your prospects to take action? As you will soon find out, having a clear and succinct hook can help you to stand out and influence your target audience.

In this tenth episode of 12 Days of Marketing series, Matt and Kirk teach you how to craft your powerful hook and when to use it. Get ready to hear real examples of thought-provoking and memorable hooks!

In this episode, you will learn:

What is meant by a “hook”
How a hook differs from a value proposition
What the elements of a powerful hook are
Examples of succinct and powerful hooks
And more!

Tune in and learn how to craft your hook today!

Resources: Top Advisor Marketing

Brought to you by: Iris.xyz

12 Days of Marketing – Episode 9 — 9 Ways to Become a Good Podcast Guest

December 17, 2019Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 17:00 — 19.5MB) | Embed

If a podcaster invited you onto their show, would you know how to be a good guest?

In the ninth episode of our 12 Days of Marketing series, Matt and Kirk uncover tips for becoming the type of guest that podcast hosts and their listeners will appreciate. Jot down these pointers for your next podcast appearance or public relations opportunity!

In this episode, you will learn:

Why being a guest is not a substitute for having your own podcast
How to go about researching the podcast host beforehand
What advisors tend to do during client meetings that they should NOT do during a podcast
What “matching” is and how to do it
Why people use filler words and how to avoid saying them
And more!

Tune in now to learn nine ways to become a good podcast guest!

Resources: Top Advisor Marketing

Brought to you by: Iris.xyz

12 Days of Marketing – Episode 8 — 8 Ways to Retain Your Audience

December 16, 2019Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 18:23 — 21.0MB) | Embed

Are you creating content that looks almost identical to all the other advisor-content out there? Start creating value-packed content for a specific audience that keeps them coming back for more.

In the eighth episode of our 12 Days of Marketing series, Matt and Kirk talk about eight ways to retain your audience. Covering a variety of content types, this conversation is filled with advice on how to stay top-of-mind and build loyalty with your audience.

In this episode, you will learn:

Recommendations for making your content distinct and filled with value
How to draw information out of your podcast guests that will benefit your listeners
How to use giveaways to retain your audience
Words of advice about incorporating topics that add value to your audience’s lifestyle
And more!

Tune in now and learn how to keep your audience excited about your content!

Resources: Top Advisor Marketing

Brought to you by: Iris.xyz

12 Days of Marketing – Episode 7 — 7 Ways of Self-Marketing for Advisors

December 13, 2019Get to Know the Experts, MarketingClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 17:59 — 20.6MB) | Embed

It’s time to get out of your office, attend an event, and make some connections! As an advisor, it is important to not only market your business but to also market yourself.

In the seventh episode of our 12 Days of Marketing series, Matt and Kirk discuss how to market yourself in the expert economy that advisors are in today. This episode is filled with ways that you can put yourself out there and promote your expertise!

In this episode, you will learn:

The do’s and don’ts of self-marketing
How having passions outside of work can help attract new clients
Why being resourceful can help you find opportunities to have meaningful conversations
Unconventional ideas for re-engaging your network on LinkedIn
And more!

Tune in now and learn seven ways to start marketing yourself today!

Resources: Top Advisor Marketing | Marketing Plan Tactics for Top Advisors | Anatomy of a Whitepaper

Brought to you by: Iris.xyz

12 Days of Marketing – Episode 6 — Podcast Coaching Tips

December 12, 2019Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 11:48 — 13.5MB) | Embed

Whether you host your own podcast or are considering starting one, have you considered what it takes to become listenable and likable?

In the sixth episode of our 12 Days of Marketing series, Matt and Kirk take you inside our Podcast Coaching Program to uncover how they evaluate podcasters. This fun and highly practical conversation is full of podcasting tips that you can use right away!

In this episode, you will learn:

Why it’s necessary to go “over the top” with your emotions while podcasting
Which words make listeners cringe
Why your podcast needs a call-to-action in every episode
Details about our upcoming Podcast Coaching Program
And more!

Tune in now and get tips to boost your podcasting skills!

Resources: Top Advisor Marketing

Brought to you by: Iris.xyz

12 Days of Marketing – Episode 5 — How to Think of In-Demand Podcast Topics Now

December 11, 2019Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 17:44 — 20.3MB) | Embed

“How will I come up with podcast topics that interest my listeners?” That’s the number one question that aspiring advisor-podcasters ask us.

In the fifth episode of our 12 Days of Marketing series, Matt and Kirk share the best ways to come up with the topics your audience cares about. Whether you’re podcasting or writing, this is the advisor’s guide to generating ideas that are compelling and compliance-friendly.

In this episode, you will learn:

Where to draw topic ideas from
How to keep the discussions in your podcast compliant
Do’s and don’t’s for titling your podcast episodes
What to consider when you’re writing podcast summaries
And more!

Tune in now and learn how to create engaging podcasts!

Brought to you by: Iris.xyz

12 Days of Marketing – Episode 4 — 4 Benefits of Niche Marketing for Advisors

December 10, 2019Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 27:42 — 31.7MB) | Embed

Do you want to create more value and quality for a specific audience? Do you want to attract more people? Then look no further than niche marketing, a necessary approach for today’s advisors.

In the fourth episode of our 12 Days of Marketing series, Matt and Kirk bring you four benefits of niche marketing. This is a conversation that uncovers what your marketing strategy will look like once you’re dialed in on a specific audience and why this approach will make you happier at work.

In this episode, you will learn:

About the four benefits of niche marketing
How niche marketing allows you to boost your efficiency
Why a niche marketing approach helps you to attract more clients
Why you can offer much more value with niche marketing
And more!

Tune in now and get into the spirit of niche marketing!

Resources: Top Advisor Marketing | 3 Stages To Creating New Offerings That Your Clients Will Value | Episode 90: Striking it Niche with Stephen Wershing | Episode 96: Next Level Niche with Marci Bair | Ep 161: The Top 10 Arguments Against Niche Marketing – And Why They’re All Wrong! | The Dip by Seth Godin

Brought to you by: Iris.xyz

12 Days of Marketing – Episode 3 — 9 Best Practices for Building Your Marketing Team

December 9, 2019Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagemenKirk Lowe

Podcast: Play in new window | Download (Duration: 15:21 — 17.6MB) | Embed

As your business grows, you will find yourself in need of a marketing team. But not just any team — one that’s ready for compliance and ready to rock the digital world.

In the third episode of our 12 Days of Marketing series, Matt and Kirk discuss nine things to consider as you build your marketing team. Take notes and learn how to find marketing talent that will go the distance for your firm.

In this episode, you will learn:

The do’s and don’ts of building your marketing team
What tasks you should in-source and outsource
Words of advice about hiring people with experience in your industry
Our philosophy on trust and outsourcing
Why it is important to implement the plan and adjust along the way
And more!

Tune in now and get ahead on your 2020 marketing planning strategy!

Resources: Top Advisor Marketing | Outsourcing Your Social Media: How It Works | 9 Best Practices For Building Your Marketing Team | Episode 48: The New Advisor Reality – 100% Outsource Marketing

Brought to you by: Iris.xyz

12 Days of Marketing – Episode 2 — 2 Ways to Keep Your Prospects Engaged During the Sales Process

December 6, 2019Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 15:33 — 17.8MB) | Embed

You know your sales process is a hit when you have the ability to keep your prospects engaged throughout the sales funnel journey until they finally say YES.

In the second episode of our 12 Days of Marketing series, Matt and Kirk discuss two ways advisors can keep prospects engaged and build relationships during the sales process. This conversation is filled with ideas on how to give your prospects value and keep the momentum going!

In this episode, you will learn:

How to provide more value to your clients
How to court a prospect
What you should avoid doing
And more!

Tune in now and get ahead on your 2020 marketing planning strategy!

Resources: Top Advisor Marketing

Brought to you by: Iris.xyz

12 Days of Marketing – Episode 1 — 1 New Marketing Strategy: Micro-Influencer

December 5, 2019Get to Know the Experts, MarketingClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 18:02 — 20.6MB) | Embed

Welcome to our 12 Days of Marketing series! If you’re looking for holiday magic that will prepare you to hit the ground running in 2020, pour yourself a hot chocolate and tune in!

In today’s episode, Matt and Kirk speak about how influence has become a crucial aspect of advisor marketing. But this isn’t a Tony-Robbins level of influence, it’s Micro-Influence — a pursuit that is much more worthwhile and achievable for advisors. Get ready for a conversation that just might change your whole approach to building relationships with your ideal prospects.

In this episode, you will learn:

What a “Micro-Influencer” is and why Matt and Kirk felt compelled to coin this term
Which forms of content build credibility with your prospects
About the overlooked benefits of podcasting or doing radio
Easy ways to repurpose one piece of content
And more!

Tune into our first Day of Marketing to uncover a whole new way of building your influence!

Resources: Top Advisor Marketing

Episode 210: Make Your Story The Message with Chris Smith

December 3, 2019Get to Know the Experts, MarketingClient Relationships, Client Satisfaction, coaching, Engaged Clients, Genuine Messaging, Grow your practice, Growing Your Business, leadership coaching, Matt Halloran, Top Advisor MarketingJen Chandler

Podcast: Play in new window | Download (Duration: 28:06 — 32.2MB) | Embed

As an advisor, the most powerful thing you possess to influence your mission, message, and movement is your story. And it’s the key to creating the level of income and impact you’re capable of.

In this episode, Matt is joined by Chris Smith to talk about his proprietary methodology, The Campfire Effect™, which helps corporate leaders and teams articulate their “why” by discovering a powerful new relationship to who they are and what they do. As a former advisor who now works with people from all walks of life, from small start-ups to Fortune 500 companies, Chris is perfectly positioned to help you start sharing your story in a clear and powerful way.

In this episode, you will learn:

The origin story of The Campfire Effect™
A whole new way to greet new prospects that enter your office
How to implement your “why” into all aspects of your business
Ways to create an environment that encourages all staff members to share their “why” stories
And more!

Tune in now and learn how to unpack your powerful story.

Resources:

Top Advisor Marketing | The Campfire Effect | Chris Smith’s Email

Brought to you by: Iris.xyz

Special Mini Series: 3 Part Research Series – Study Results of High-Net-Worth Breadwinners: Episode 3

November 28, 2019Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 31:42 — 36.3MB) | Embed

Rethink How to Win Executives: Part 3 — With Laura Gregg and David Partain

Are your assumptions about high-net-worth (HNW) male and female investors hurting your bottom line?

In this final episode our mini-series, Matt Halloran busts advisors’ assumptions about HNW men’s and women’s behaviors with Laura Gregg and David Partain of FlexShares Exchange Traded Funds. Together, they urge advisors to change their approach to working with couples and women and explain how to make this overdue shift.

In this episode, you will learn:

Techniques and considerations for working with couples
Why it’s important to communicate about money in terms of dollars, not percentages
What advisors have to lose if they don’t change their approach
And more!

Tune in now and learn how to give your approach to working with HNW investors an overhaul.

Brought to you by: Iris.xyz

Special Mini Series: 3 Part Research Series – Study Results of High-Net-Worth Breadwinners: Episode 2

November 28, 2019Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 33:15 — 38.1MB) | Embed

Rethink How to Win Executives: Part 2 — With Laura Gregg and David Partain

It’s time to challenge what you thought you knew about the investor behaviors of high-net-worth (HNW) men versus women.

In part two of our mini-series, Matt Halloran continues his conversation with Laura Gregg and David Partain of FlexShares Exchange Traded Funds to dig deeper into the remarkable findings from their stereotype-smashing study. Together, they uncover the actions, desires, and perceptions of men and women HNW investors that are true departures from gender stereotypes.

In this episode, you will learn:

Surprisingly, who the more conservative investor is
Which gender consider themselves to be “experts” when it comes to investing
How vastly different the current financial goals are between men and women
What these HNW individuals really want from their advisor services
And more!

Tune in to hear what the findings reveal about the behaviors of HNW men versus women.

Resources: Top Advisor Marketing | FlexShares Exchange Traded Funds | Study: “Rethink How to Win Executives” | Contact Laura Gregg | Contact David Partain

Brought to you by: Iris.xyz

Special Mini Series: 3 Part Research Series – Study Results of High-Net-Worth Breadwinners: Episode 1

Podcast: Play in new window | Download (Duration: 26:50 — 29.3MB) | Embed

Rethink How to Win Executives: Part 1 — With Laura Gregg and David Partain

Despite high-net-worth (HNW) earners being a key market for advisors, little research has been done on the investor behaviors of men versus women in this demographic. Now FlexShares’ study is casting light on the gender differences within this group, and the results call for advisors to change their approach.

In this episode, Matt Halloran speaks with Laura Gregg and David Partain of FlexShares Exchange Traded Funds about the remarkable findings from their study, which reveals that HNW earners don’t fit the mold of traditional gender stereotypes. This is a conversation that examines advisors’ wrong assumptions and opportunities for them to make changes that will cultivate lasting client relationships.

In this episode, you will learn:

What prompted Laura and David to do this study and why they shifted its focus
About the sample size and demographics of respondents
How the results can help advisors rethink how they serve HNW clients
Which gender stereotypes and assumptions were proven wrong by the results
And more!

Tune in now and discover how HNW breadwinners are defying traditional gender stereotypes.

Resources: Top Advisor Marketing | FlexShares Exchange Traded Funds | Study: “Rethink How to Win Executives” | Contact Laura Gregg | Contact David Partain

Brought to you by: Iris.xyz

Episode 209: How to Become a Great Podcaster— With Tim Wohlberg

November 26, 2019Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 32:48 — 37.5MB) | Embed

Is podcasting on your mind? Or maybe you already host a podcast but are lacking the confidence and know-how to build a loyal audience.

In this episode, Matt Halloran speaks with Tim Wohlberg, a podcast coach with over 25 years of broadcast experience. Tim shares how he started his company, Podcast Performance Coach, and the one thing he tells podcasters to never stop thinking about.

In this episode, you will learn:

What type of clients Tim helps and how
Why he believes this coaching service is needed in the finance industry
Differences between radio and podcasting
The true benefits of podcasting
And more!

Tune in now and become inspired to craft an engaging podcast, sound more pro, gain fans, and ultimately grow your business!

Resources: Top Advisor Marketing | Podcast Performance Coach | Just The Tip Podcast

Brought to you by: Iris.xyz

Episode 208 – The New Dynamics of Social Event Marketing— With Ryan Van Sickle

November 19, 2019Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 22:42 — 26.0MB) | Embed

Are you looking for dynamic and efficient ways to drum up new business?

In this episode, Matt Halloran speaks with Ryan Van Sickle, director of advisor development at LeadingResponse, about the new dynamics of social event marketing. This conversation is a must-listen for any advisor who is hungry to grow their business by using ROI-proven strategies.

In this episode, you will learn:

What kind of event provides the best ROI for advisors
Whether dinners are an essential component to a successful event
Whether digital marketing is the best approach in today’s landscape
What level of data you can get from ProspectConnect
And more!

Tune in now and become inspired to use social event marketing to grow your business!

Resources: Top Advisor Marketing | LeadingResponse: 813-885-88200 | Ryan Van Sickle ryanv@leadingresponse.com

Brought to you by: Iris.xyz

Episode 207 – How to Find Your Resilience

November 14, 2019Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 43:59 — 48.7MB) | Embed

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

November 12, 2019Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcast Strategies, Podcasting, Provide Value, Referrals, Set expectations, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 26:48 — 30.7MB) | Embed

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

November 5, 2019Get to Know the Experts, Marketing, Practice MgmtBest Practices for Referrals, Client Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcast Strategies, Podcasting, Provide Value, Referrals, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 29:24 — 31.7MB) | Embed

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

October 29, 2019Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcast Strategies, Podcasting, Top Advisor MarketingKirk Lowe

Podcast: Play in new window | Download (Duration: 30:17 — 34.7MB) | Embed

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

October 22, 2019Get to Know the Experts, MarketingClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcast Strategies, Podcasting, Top Advisor MarketingKirk Lowe

Podcast: Play in new window | Download (Duration: 29:00 — 33.2MB) | Embed

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

October 17, 2019Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, How to get referrals without asking, Kirk Lowe, Marketing Podcast, Matt Halloran, Podcast, Podcast Strategies, Podcasting, Provide Value, Referrals, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 46:06 — 52.6MB) | Embed

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

October 15, 2019Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial podcast, Grow your practice, Kirk Lowe, Matt Halloran, Podcast Strategies, Podcasting, Referrals, Set expectations, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 41:50 — 47.9MB) | Embed

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

October 8, 2019Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcast Strategies, Podcasting, Top Advisor MarketingKirk Lowe

Podcast: Play in new window | Download (Duration: 36:10 — 41.4MB) | Embed

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

October 1, 2019Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcast Strategies, Podcasting, Top Advisor MarketingKirk Lowe

Podcast: Play in new window | Download (Duration: 28:34 — 32.7MB) | Embed

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

September 24, 2019Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, Genuine Messaging, Grow your practice, How to get referrals without asking, leadership, Matt Halloran, Set expectations, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 23:23 — 26.8MB) | Embed

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

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

September 17, 2019Get to Know the Experts, Marketing, Practice MgmtBrittany Anderson, Client Relationships, Client Satisfaction, coaching, Dare to Dream, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, Genuine Messaging, Grow your practice, How to get referrals without asking, leadership, Matt Halloran, Set expectations, Top Advisor Marketing, Ultimate Advisor Coaching, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 34:08 — 39.1MB) | Embed

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!

Brought to you by: Iris.xyz

Episode 196 – 4 Steps to the Perfect Marketing Strategy

September 10, 2019Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, Genuine Messaging, Grow your practice, How to get referrals without asking, Kirk Lowe, leadership, Matt Halloran, Set expectations, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 47:58 — 54.9MB) | Embed

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

Episode 195 – Breaking Through Call Reluctance — With Connie Kadansky

September 3, 2019Get to Know the ExpertsClient Satisfaction, coaching, expert, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Grow your practice, Matt Halloran, Podcast, Podcasting, Provide Value, Top Advisor MarketingKirk Lowe

Podcast: Play in new window | Download (Duration: 29:22 — 33.6MB) | Embed

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

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

August 27, 2019Get to Know the Experts, Marketing, Practice Mgmt16 Ways from Sunday, financial, Grand Rapids Michigan, Mark Mersman, marketing, Podcasting, Seminars, USA Financialtopadvisorm

Podcast: Play in new window | Download (Duration: 34:13 — 39.2MB) | Embed

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 193 – Educational Seminars: A Valuable Item in an Advisor’s Marketing Toolbox — With Mike Thurman

August 20, 2019Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Engaged Clients, expert, financial advisor, financial planner, financial planning, Genuine Messaging, Grow your practice, marketing, Matt Halloran, Podcast, Podcasting, Provide Value, Set expectations, Top Advisor MarketingKirk Lowe

Podcast: Play in new window | Download (Duration: 26:29 — 30.3MB) | Embed

Today, Matt welcomes back Mike Thurman, White Glove co-founder and seminar expert. Together, they dive deeper into White Glove’s educational seminar system and how advisors can execute a successful seminar.

In this episode, you will learn:

How advisors can prepare for presentations
What White Glove does to help advisors prepare
Action items for before and after a presentation
Where advisors fail themselves
And more!

Brought to you by: Iris.xyz

Episode 192 – 6 Ways Podcasts Make You a Better Advisor

August 20, 2019Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcast Strategies, Podcasting, Top Advisor MarketingKirk Lowe

Podcast: Play in new window | Download (Duration: 31:00 — 49.0MB) | Embed

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?

August 15, 2019Get to Know the Experts, Marketing, Practice MgmtClient Relationships, financial podcast, Grow your practice, Growing Your Business, Kirk Lowe, leadership, marketing, Marketing Podcast, Matt Halloran, million dollar company, Podcast, Podcasting, Set expectations, Top Advisor MarketingKirk Lowe

Podcast: Play in new window | Download (Duration: 36:48 — 53.6MB) | Embed

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 190 – The Truth about Marketing ROI

August 13, 2019FinTech, Get to Know the Experts, Marketing, Practice MgmtBest Practices for Referrals, Client Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, Grow your practice, Growing Your Business, Kirk Lowe, Matt Halloran, Podcast, Podcasting, roi, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 26:31 — 30.4MB) | Embed

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

August 8, 2019Get to Know the Experts, MarketingClient Relationships, Client Satisfaction, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial podcast, Grow your practice, Matt Halloran, Top Advisor MarketingKirk Lowe

Podcast: Play in new window | Download (Duration: 22:39 — 25.9MB) | Embed

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

August 6, 2019Get to Know the Experts, Practice MgmtAdvisory Board in a Box, Board Members, Client Advisory Boards, Client Driven Practice, Coaching and Consulting, Feedback, financial podcast, Podcast, SEI, Stephen Wershing, Top Advisor Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 20:28 — 28.1MB) | Embed

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 187 – Client Insights With Julie Littlechild

August 1, 2019Get to Know the Experts, Marketing, Practice MgmtAbsolute Engagement, Becoming Referable, Client Feedback, High Quality Services for Financial Advisors, Improve your service, Julie Littlechild, SEI, SEI Top Producer, Top Advisor Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 23:45 — 32.6MB) | Embed

Matt welcomes returning guest Julie Littlechild to the show, live from the SEI Top Producer Conference. As the Founder of Absolute Engagement, Julie is on today’s episode to cover her returning product: Client Feedback.

The Client Insights program ran for many years, but Julie stepped away to focus on research and other activities. Now, armed with new knowledge and technology, Julie is ready to fill the gap in the market place and provide advisors with the information they need from their clients to provide high-quality services.

Client Insights is designed for advisors who need support in understanding their client base. If you’re looking to gain insight into how you can improve your service to meet your clients’ needs, this is the episode for you!

Tune in today and follow Julie Littlechild on LinkedIn for more client assistance!

Links: Julie Littlechild | Becoming Referable Podcast

Ep 186 – Building External Relationships and Growing your Business – With Matt McGowan

July 30, 2019Get to Know the Experts, Marketing, Practice MgmtBuilding Relationships, Client Relationships, Growing Your Business, Ideal Business Model, Matt McGowan, Relationship Management, SEI, Top Advisor Marketing, Wealth Managementtopadvisorm

Podcast: Play in new window | Download (Duration: 27:48 — 39.0MB) | Embed

Live from the SEI Top Producer Conference, your host Matt Halloran welcomes Matt McGowan to this special episode.

It is a privilege for our show to host a relationship manager such as Matt McGowan, who works with independent financial advisory and wealth management firms to create a more efficient business, implement client service and growth plans, and create an ideal business model.

Matt is currently the external relationships manager with SEI and shares with our audience some of his tips and tools for relationship management success.

If you want to learn more about building external relationships and growing your business through efficiency and planning, don’t miss this episode!

Links: Matt McGowan | SEI

Ep 185 – 14 Rules of Advisor Marketing Success

July 25, 2019Get to Know the Experts, Marketing, Practice Mgmttopadvisorm

Podcast: Play in new window | Download (Duration: 43:15 — 49.5MB) | Embed

In today’s conversation, hosts Kirk Lowe and Matt Halloran dive deep into what Kirk calls the 14 rules of advisor marketing success.

Kirk, having spent the last 20 years in this industry, shares what he has learned about how to successfully use marketing to improve your advisory business. Get ready to take notes and discover how to set yourself apart from other advisors, what no one has ever told you about building a niche, and why being on social media is well worth your time.

In this episode, you’ll learn:

How to find what will separate you from other advisors
What it means to be relevant (and where a niche comes in)
Different ways to promote you and your business
The link between your values and your identity
Why we say, “Don’t keep your secrets secret”
And so much more!

Tune in now and learn the 14 Rules of advisor marketing success!

Resources: Top Advisor Marketing

Brought to you by: Iris.xyz

Ep 184 – A Guide to Success and Enjoyment for Investment Advisors — With Bob DiMeo

July 23, 2019FinTech, Get to Know the Experts, Practice Mgmttopadvisorm

Podcast: Play in new window | Download (Duration: 27:38 — 31.6MB) | Embed

Today, host Matt Halloran gets a behind-the-scenes look at Bob DiMeo’s boldly titled book, “50 Billion Reasons to Grow Your Practice: A Guide to Success & Enjoyment for Investment Advisors.”

In addition to penning a unique book for investment-advisors that supports their personal lives, Bob DiMeo is the managing partner at DiMeo Schneider & Associates, LLC and is featured in numerous publications. In this episode, Bob speaks candidly about his marketing failures and wins, how he built his firm, and how you can build your practice and enjoy it!

In this episode, you will learn:

How Bob’s mindset has allowed him to get to where he is now
What prompted him to write his book
How to be successful AND have enjoyment along the way
What Bob does to create work-life balance
How many times a good piece of content should be repurposed
And more!

Tune in to learn about Bob’s highly relevant book for investment advisors and to pick up marketing ideas for your practice!

Resources: Top Advisor Marketing | Bob DiMeo | DiMeo Schneider & Associates, LLC |

50 Billion Reasons to Grow Your Practice: A Guide to Success & Enjoyment for Investment Advisors | Year Up – Closing the Opportunity Divide

Brought to you by: Iris.xyz

Ep 183 — Enhancing Your Business With the Psychology Behind People — with Genevieve Thayer

July 16, 2019Get to Know the Experts, Practice MgmtBeacon Partners LLC, Executive Leadership Coaching For Financial Advisors, Genevieve Thayer, leadership coaching, Self Assessment, Top Advisor Marketing, Values and Identitytopadvisorm

Podcast: Play in new window | Download (Duration: 27:38 — 31.6MB) | Embed

To make our businesses great, we need to have not only a great team, but also strong communication within our team.

To help explore how we can better understand our team and business as a whole, Matt Halloran welcomes Genevieve Thayer, EPC and co-founder of Beacon Partners LLC, to share some of the insight she’s gained through 20 years of providing executive and leadership coaching for financial advisors and entrepreneurs.

Today, she and Matt discuss how and why you can learn to make your business, and yourself, become more effective and as great as it can be.

In this episode, you’ll learn:

How your business can benefit from working with Beacon Partners
The importance of self-assessment, especially with those at the top of a business
What your EQ is and why you should work to optimize it
The link between your values and your identity
The personal side of Genevieve
And more!

Tune in now to learn more about Genevieve, Beacon Partners, and the power of Leadership Coaching!

Resources: Top Advisor Marketing / Beacon Partners

Brought to you by: Iris.xyz

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

July 9, 2019Get to Know the Experts, Practice MgmtBest Practices for Referrals, Bill Cates, Client Relationships, Client Satisfaction, Engaged Clients, Genuine Messaging, Grow your practice, How to get referrals without asking, Julie Littlechild, Proactive Referrals, Provide Value, Referral Coach, Referrals, Set expectations, Top Advisor Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 32:54 — 37.6MB) | Embed

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!

Brought to you by: Iris.xyz

Ep 181 — How to ask for Referrals without Begging — Referrals Mini-Series Part 2

July 9, 2019Get to Know the Experts, Marketing, Practice MgmtBest Practices for Referrals, Bill Cates, Client Relationships, Client Satisfaction, Engaged Clients, Genuine Messaging, Grow your practice, How to get referrals without asking, Julie Littlechild, Proactive Referrals, Provide Value, Referral Coach, Referrals, Set expectations, Top Advisor Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 37:57 — 43.4MB) | Embed

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

July 9, 2019Get to Know the Experts, Marketing, Practice MgmtBill Cates, Client Relationships, Client Satisfaction, Engaged Clients, Grow your practice, How to get referrals without asking, Julie Littlechild, Provide Value, Referral Coach, Referrals, Set expectations, Top Advisor Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 25:41 — 29.4MB) | Embed

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

Brought to you by: Iris.xyz

Ep 179 – The Power of Podcast Marketing — with Ben Jones

July 2, 2019Get to Know the Experts, Marketing, Practice MgmtBen Jones, Better Conversations, BMO, BMO GAM/Better Conversations, BMO Global Asset Management, Podcast Strategies, Wealth Managementtopadvisorm

Podcast: Play in new window | Download (Duration: 36:07 — 41.3MB) | Embed

Nobody knows the power of a podcast like a podcast host.

Today, Matt Halloran welcomes Ben Jones, the host of the Better Conversations. Better Outcomes podcast and the managing director and head of intermediary at BMO Global Asset Management. At BMO, Ben leads a team of sales and service professionals to deliver investment solutions to intermediaries such as RAI’s, broker-dealers, and other investment managers.

To get the word out about the great work his team does, Ben hosts a bi-weekly podcast called Better Conversations. Better Outcomes, where he provides listeners with actionable content to help propel their practice in different areas of wealth management. Today, Ben shares more about his strategies behind his podcast, and how he makes it as valuable as possible for listeners.

In this episode, you’ll learn:

About Ben’s role at BMO
Why Ben believes that better conversations lead to better outcomes for advisors and their clients
Three areas of conversation Ben and his team aim to enhance
The importance of putting the content you’re marketing first
Why Ben believes financial services is a noble profession
And more!

Tune in now to learn more about Ben, BMO Global Asset Management, and the power of podcasting with great content!

Resources: Top Advisor Marketing / BMO GAM/Better Conversations/ Tickle Monster

Brought to you by: Iris.xyz

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

June 27, 2019Get to Know the Experts, Marketing, Practice MgmtEd Dressel, financial advisor, financial planner, financial planning, financial podcast, Marketing Podcast, Podcast, Podcasting, Retire Ready, Retire Ready Solutions, Retirement, Retirement Planning, RetireReady, RetireReady Solutions, Top Advisor MarketingKirk Lowe

Podcast: Play in new window | Download (Duration: 24:46 — 28.3MB) | Embed

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

June 25, 2019FinTech, Get to Know the Experts, Marketing, Practice MgmtCraig Hersh, Delegating Tasks, Estate Planning, Estate Planning Attorney, financial podcast, Freedom Practice, Kolbe Personality Test, Marketing Podcast, Podcast, Podcasting, Put Your Ideas Into Practice, Strategic Risk Taking, The Blueprint Program, The Estate Planner's Practice Development Podcast, The Freedom Practice, Top Advisor Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 33:30 — 56.8MB) | Embed

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

June 20, 2019Get to Know the Experts, Marketing, Practice MgmtAdvisors Niche, Asking for Referrals, Client Referrals, COI, Communicating with Clients, financial advisors, financial podcast, Marketing Podcast, Michelle Donovan, Patty Kreamer, Podcast, Podcasting, Setting Expectations, Top Advisor MarketingKirk Lowe

Podcast: Play in new window | Download (Duration: 32:28 — 37.6MB) | Embed

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

June 20, 2019Get to Know the Experts, Marketing, Practice MgmtBeing Truly Productive, Brain Clutter, Cutting out email stress, emails and stress, financial podcast, Managing a to do list, Marketing Podcast, Michelle Donovan, Patty Kreamer, Podcast, Podcasting, productivity coaching, productivity uncorked, time blocking, Top Advisor Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 38:36 — 44.2MB) | Embed

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

June 18, 2019FinTech, Get to Know the Experts, Marketing, Practice MgmtBusiness Processes, Dean Soto, documented processes, financial podcast, Marketing Podcast, operating procedures, Podcast, Podcasting, Pro Sulum, save time and money, Top Advisor Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 27:56 — 32.0MB) | Embed

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

Ep 173 – Cracking the Code to Customer Devotion — With Shawn Moon

June 13, 2019Get to Know the Experts, Marketing, Practice Mgmtfinancial podcast, Help Your Employees strengthen their sense of empathy, Influence Front Line Employees, Inspire Customer Loyalty, Loyal Customers, Loyalty Framework, Marketing Podcast, Pitfalls to Avoid, Podcast, Podcasting, Shawn Moon, Top Advisor Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 21:13 — 29.1MB) | Embed

Today, Matt welcomes Executive VP of Global Sales and Delivery at FranklinCovey, Shawn Moon to the show!

In this episode, Matt steps outside of the finance industry to get Shawn’s fresh, new take on how to cultivate fierce loyalty in your customers. As it turns out, it all starts with your employees — 70% of your customers are influenced by your frontline employees! Today, you will learn how to help your employees strengthen their sense of empathy, responsibility, and generosity.

In this episode, you will learn:

Why the finance industry is practically tailor-made for the leading loyalty framework
Why it’s imperative to influence frontline employees
About the 11 huddles to have with your team
Ideas for using a powerful emotion — surprise — to inspire customer loyalty
The satisfaction metric pitfalls to avoid
And more!

Tune in and learn how to influence your frontline employees and build customer loyalty!

Resources: Leading Loyalty | FranklinCovey

Brought to you by: Iris.xyz

Ep 172 – Make Your Brand Powerful and Consistent Across Locations — With Austin Schmitt and Elijah Kovar

June 11, 2019Get to Know the Experts, Marketing, Practice MgmtAustin Schmitt, Brand Message, Branding Processes, Elijah Kovar, financial podcast, Great Water Financial annual review, Great Waters Financial, Marketing Budget, Marketing Messages, Marketing Podcast, Minnesota, Podcast, Podcasting, strategies for uncovering your brand message, Top Advisor Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 26:01 — 29.8MB) | Embed

Great Waters Financial has truly achieved branding excellence. And today, Matt is bringing you some behind-the-scenes insight into just how they did it.

In today’s episode, our friends Austin Schmitt and Elijah Kovar, partners of Great Waters Financial, are here to share their secrets, starting with how they stay in control of their brand message while operating several locations accross the state of Minnesota.

In this episode, you will learn:

An exercise to help you answer: What kind of story do you want to have told about you?
How to get down to the core of your brand message
Which part of the branding process usually trips people up
Why a mission statement is not a marketing message
Ideas for building your mission into your culture (even if you have a big team)
What percentage of Great Water Financial’s annual revenue is spent on marketing
Why your marketing budget should be the last thing you cut
And more!

Tune in now to learn tried-and-true strategies for uncovering your brand message and making it shine across several locations!

Resources: Great Waters Financial | Great Waters Financial Facebook Page | Iris.xyz

Ep 171 – Start Interrupting Your Patterns — With Jon Dwoskin

June 7, 2019FinTech, Get to Know the Experts, Practice Mgmtchange your patterns, Client Relationships, financial podcast, Identify your personal brand, Jon Dwoskin, Marketing Podcast, Podcast, Podcasting, Take Risks, Think Big Movement, Top Advisor Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 29:06 — 49.7MB) | Embed

Matt is excited to welcome business coach and author of “The Think Big Movement,” Jon Dwoskin to the show!

Jon and Matt take a deep dive into what you can do to get out of your own way, how to reconnect to the bedrock of what makes you tick, and how identifying your personal brand can help you manage your team more effectively.

In this episode, you will learn:

Which traits to look for in a mentor
Examples of what your personal brand might be and how it affects your work and client relationships
How your relationships can change once you identify your personal brand
How to take the risks needed to get out of your comfort zone
The benefits of interrupting your patterns (and book recommendations!)
And more!

If you’re curious about how you can benefit from shaking things up and interrupting your patterns, hit that “play” button!

Resources: Jon Dwoskin Experience | Seat Of The Soul by Gary Zukav | The Think Big Movement: Grow Your Business Big. Very Big! | Jon Dwoskin’s cell #: (248) 535-7796.

Brought to you by: Iris.xyz

Ep 170- #BeYourOwnLoud

June 4, 2019Get to Know the Experts, Marketing, Practice MgmtBe Your Own Loud, BeYourOwnLoud, Build Relationships, Financial Podcasting, Grow your audience, Grow your practice, Growing Your Business, Influence, Influencer, Kirk, Kirk Lowe, LinkedIn, Marketing Strategies, Marketing Strategies for Advisors, Matt, Matt Halloran, Micro Influence, Micro-Influencer, Podcast, Podcast Strategies, Podcast Tactics, Podcasting, TAM, Top Advisor Marketing, Top Advisor Marketing Podcasttopadvisorm

Podcast: Play in new window | Download (Duration: 50:11 — 80.2MB) | Embed

Matt and Kirk are back on the mic today to discuss #BeYourOwnLoud – how you as an advisor can share your story and build relationships.

Combining the power of LinkedIn and Podcasting, our #BeYourOwnLoud service, Micro-Influencer, is our two part service that can act as an entire marketing strategy for advisors.

With over 20 years in the business, Kirk has experience with just about every marketing tactic that walks across conference stages. Never in his career has he been this excited about a product that offers something truly extraordinary for advisors.

If you’re looking to grow your business and develop lasting consumer relationships, this is an episode you won’t want to miss!

Links: Join the Micro-Influencer Revolution

Ep 169 – Breaking Money Silence with Kathleen Burns Kingsbury

May 30, 2019Get to Know the Expertsbreaking money silence, finanacial planner, financial advisor, finserv, ifa, money talk, riatopadvisorm

Podcast: Play in new window | Download (Duration: 23:21 — 26.7MB) | Embed

Your host Matt Halloran is thrilled to welcome one of his personal wealth idols, Kathleen Burns Kingsbury to today’s episode.

Kathleen is a wealth psychology expert, founder of KBK Wealth Connection, host of the Breaking Money Silence® podcast, and an internationally published author and speaker. Named one of nine amazing conference speakers in 2017 by Investment News, Kathleen is a sought-after keynote speaker and consultant on the topic of women and wealth and couples and money. Her mission is to empower women, couples, and families (and the advisors who serve them) to shatter money taboos and communicate more effectively about financial matters.

On today’s episode, Kathleen and Matt are going to discuss how you can revolutionize your conversations about money, explore the taboo of money talk, and what you as an advisor can be doing to help yourself and your clients talk about their dollars.

Top Advisor Marketing Listener Special

In her latest book, Breaking Money Silence®, Kathleen provides her readers with a step-by-step guide to opening up about a difficult subject. It offers a strategy that can save money, improve relationships, and help people raise fiscally responsible children. We’re giving away a FREE copy of Kathleen’s Executive Summary from her latest research on Breaking Money Silence! Find your copy today at: http://bit.ly/breakingmoneysilence

Links: Kathleen Burns Kingsbury | Breaking Money Silence® Executive Summary | Breaking Money Silence® Podcast

Ep 168 – Disability Awareness with Liz Travis Allen

May 28, 2019Marketing, Practice Mgmttopadvisorm

Podcast: Play in new window | Download (Duration: 34:37 — 39.6MB) | Embed

Matt welcomes disability activist and policy director Liz Travis Allen to today’s show to discuss with our audience the business applications for disability awareness.

Liz’s specialty is helping companies build a more equitable and accessible workplace for those who are immunodiverse. By providing companies with concrete ideas they are able to build a more inclusive and accessible company culture and product/service for those with invisible illnesses.

With over 133 million Americans managing a chronic illness, this is a massive market that many advisors and providers tend to ignore. Liz and Matt explore different ways companies can use some of Liz’s tangible tactics to create a more equitable and inclusive workplace.

Links: Liz Travis Allen LinkedIn | https://www.liztravisallen.com/ | Follow Liz Medium @liztravisallen

Ep 167 – Worthwhile Content with Erica Gellerman

May 23, 2019Get to Know the Experts, Marketingcontent marketing, digital marketing, financial planner, financial services, finserv, ria, spatopadvisorm

Podcast: Play in new window | Download (Duration: 29:36 — 33.9MB) | Embed

On today’s episode, Matt is diving into the power of making great content Erica Gellerman.

Erica is a marketing consultant and writer specializing in the financial services industry. Her work has been featured in Forbes, Business Insider, DailyWorth, Huffington Post, and Money. Her marketing consulting business, The Worth Project Consulting, helps CPAs, RIAs, and financial services companies generate leads and nurture a loyal client/customer base through digital and content marketing.

As an expert in writing for the financial industry, Erica shares some of her insight into the value of great content and the various ways you can execute this. If you’re looking to break into content marketing, or need some advice on where to take your content generation, this podcast is for you!

Links: Erica Gellerman LinkedIn | The Worth Project Consulting

Ep 166 – The Happiness Factor with Christy Aleckson

May 21, 2019Get to Know the Experts, Marketing, Practice Mgmtfinancial advisor, financial planner, financial planning, finserv, marketing, practicetopadvisorm

Podcast: Play in new window | Download (Duration: 34:35 — 51.2MB) | Embed

Today Matt welcomes highly sought after speaker and award winning financial processional Christy Aleckson to the show.

Christy is the CEO and Founder of Single Point Financial Advisors where she actively works as a financial advisor with individuals, families, and micro/small business owners. She is also a Behavioral Financial Advisor™, an asset to helping her clients identify values and match them to their planning.

Christy has built a truly unique and different client experience through use of happiness (one of her company’s core values), humor, and by creating a judgement free zone for her clients.

Matt and Christy explore these unique aspects of her business, which have helped her and the company to grow into a thriving financial space.

If you’re interested in creating your own unique client experience, don’t delay on listening!

Links: Christy Aleckson LinkedIn | Single Point Financial Advisors |

Ep 165 – Reach, Engage, and Earn the Female Dollar With Barbara Provost

May 16, 2019Get to Know the Experts, Marketing, Practice MgmtCE creditstopadvisorm

Podcast: Play in new window | Download (Duration: 26:20 — 43.2MB) | Embed

Your host, Matt, welcomes returning guest Barb Provost to the show to discuss her latest training program: Reach, Engage, and Earn The Female Dollar.

No stranger to hard work and challenges, Barbara is the Founder of Purse Strings LLC. Her professional experience, active research, and continuous data gathering activities, led her to discover that women are a tremendously underserved market, to the tune of 20-trillion dollars. And yet, financial firms are leaving this money on the table by failing to engage women.

With that discovery in mind, Barbara developed expertise on what these institutions need to do in order to reach and engage women. She has created the first empowerment, education, and training tools to earn the vast spending power of the female dollar.

On today’s show, Matt and Barb discuss concrete steps you can take as an advisor to improve your approach to working with women and tap into that 20-trillion dollar market. Listen in to hear Barb’s expert advice and discover what changes you can make to earn that female dollar!

Top Advisor Listener Special!

SUPER SUMMER SALE – REACH, ENGAGE, AND EARN THE FEMALE DOLLAR

In a comprehensive 3-week online workshop, you will gain the insight you need to earn the respect and trust of 51% of your market — women!

Led by renowned expert and consultant to the World Bank/IFC and owner of Purse Strings LLC, Dr. Barbara Provost! You’ll walk away with the tools and strategies you need to set your business on FIRE this summer! Barbara is an adult educator and financial services consultant who knows what women want and will give it to you straight!

Even better, there is a limited Super Summer Sale discount! and it’s only $249! PLUS, you will earn 12 CE credits when you complete the course.

Links: Purse Strings – Reach, Engage, and Earn the Female Dollar | Women as a Focus Video | Purse Strings |

Ep 164 – Your Personal Financial Snapshot With Kyle Christensen

May 14, 2019Get to Know the Experts, Marketing, Practice Mgmtfinance, financial planner, financial planning, financial software, finserv, fintechtopadvisorm

Podcast: Play in new window | Download (Duration: 28:02 — 32.1MB) | Embed

Your host, Matt Halloran, welcomes Kyle Christensen to today’s show to discuss his company and software: Personal Financial Snapshot.

Our focus at Top Advisor Marketing Podcast is to provide our listeners with tools to help them build a truly unique service that will separate them from the advisor down the street. Personal Financial Snapshot does just that.

Personal Financial Snapshot is designed with the clients’ needs in mind first and uses five core principles:

Save at least 15% or more
Maximum protection
Full replacement of assets upon death
Six months to one year of asset storage
Velocity of money

The five principles of Personal Financial Snapshot take financial planning to another level by leaving behind needs-based analysis and project-based analysis.

If you’re looking to give your clients the opportunity to make education-based decisions or are ready to add a higher level of planning to your practice, this is an episode you don’t want to miss!

Links: Kyle Christensen LinkedIn | Personal Financial Snapshot | Five Principles of Personal Finance

Ep 163 – The Power of Recruiting with Tim Martin

May 9, 2019Get to Know the Experts, Marketing, Practice Mgmtlegacy, legacy tools, recruit, recruiting, VB, voluntary benefitstopadvisorm

Podcast: Play in new window | Download (Duration: 29:11 — 49.6MB) | Embed

Your host Matt shares the mic today with another incredible podcaster, Tim Martin. Today, the two experts are diving into how you can use recruiting as a retention, marketing, and legacy tool.

Tim has spent the past 22 years in Voluntary Benefits sales world. He has recruited, hired, and on-board over 2,000 commission only sales agents – making him an expert in the world of recruitment! When he’s not building up his business, Tim is the host of Success is Voluntary, a show focused on mastering the sale of volunteer benefits.

If you’re ready to further develop your business or are in need of the push to begin your own recruiting program, be sure to listen in today!

Links: Tim Martin LinkedIn | Success is Voluntary | The Sales Boss |

Ep 162 – 7 Podcast Tactics to Grow Your Business

May 7, 2019Marketingfinancial advisor, financial planner, financial podcast, finserv, fintech, Podcast, Podcastingtopadvisorm

Podcast: Play in new window | Download (Duration: 36:39 — 41.9MB) | Embed

Today Matt and Kirk are back on the mic and switching it up! Kirk is taking over today’s episode, and interviewing your regular host, Matt, on the 7 podcast tactics to grow your business.

At Top Advisor Marketing, podcasting has been pivotal to the success of the business. Within less than 24 months, we’ve grown from a book balance of zero to our latest evaluation of over a million dollars. As our central hub to business development and growth – Matt and Kirk understand the value of podcasting.

As an time effective and financially efficient solution, podcasting is a great way to get your thought leadership out and heard.

So if you’re curious as to what it takes to create a great podcast and what that can do for your business, be sure to tune in to these seven tactics today!

Links: Your Complete Guide to Starting a Podcast | Join the Micro Influencer Revolution |

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

May 2, 2019Marketing, Practice Mgmtfinancial, financial advisor, financial planner, finserv, niche marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 45:43 — 52.3MB) | Embed

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 160 – The Decommodification of Your Services with Kirk Lowe

April 30, 2019Marketing, Practice Mgmtfinancial advisors, finserv, valuetopadvisorm

Podcast: Play in new window | Download (Duration: 25:11 — 28.8MB) | Embed

Today Matt shares the mic with Top Advisor Marketing’s Brand Guy, Kirk Lowe, to discuss one of the most important factors to separating yourself from your competition – decommodification.

With any service you’re forever fighting the fact that there is always someone cheaper. Price tags commodify who we are and what we do in a way that can make our businesses and our brilliance feel small. And it’s easy as a business provider to blame your investors or clients for failing to understand just how impactful your services can be. Making them more than just a price tag.

Kirk and Matt dive into how you can break down your services and prove your worth to incoming clients, AKA decommodifying your offering so that your ideal client understands who you are, what you do, and what makes your truly unique and different.

If you’re ready to show your ideal client the true worth of your services, be sure to tune in today!

Links: There is Always Someone Cheaper |

Ep 159 – The College Money Academy with Kelly O’Connor

April 25, 2019Get to Know the Experts, Marketingcollege, college savings, pay for collegetopadvisorm

Podcast: Play in new window | Download (Duration: 29:01 — 39.8MB) | Embed

Today Matt welcomes life long insurance specialist Kelly O’Connor to the show to discuss one of Kelly’s incredible creations – The College Money Academy.

The College Money Academy was designed to help parents reduce the cost of college. As one of life’s major expenses, you as advisor know what your clients go through in order to ensure their children have the best opportunities for the future. And with Kelly’s resources, this get’s a whole lot easier. You can help your clients save up to 86% off the sticker price of attending college!

So if you’re looking for a way to differentiate yourself from the advisor down the street and help your clients save a LOT of money on those college tuition bills, Kelly has the solution for you.

Tune in today to learn more!

The College Money Academy: A one stop shop for the best education you can get when it comes to reducing the bottom line on your college tuition bills. Whether you’re looking at your own family, or ready to get educated to help your clients, The College Money Academy has all the resources you need for one low cost!

Links: Kelly O’Connor LinkedIn | Kelly D O’Connor | The Three Secrets of Reducing College Fees

Ep 158 – Creating Compelling Business with Amit Dogra

April 23, 2019Get to Know the Experts, Practice Mgmttopadvisorm

Podcast: Play in new window | Download (Duration: 35:46 — 40.9MB) | Embed

Matt welcomes Amit Dogra, CEO of Third Seven Advisors to today’s episode. Some of you may recognize Amit from his appearance on Permission to Succeed Podcast. where he shared his knowledge on what it means to succeed as a CEO.

For today’s episode, Matt and Amit are taking this conversation deeper into the world of running a business. The two explore what makes Third Seven Advisors truly unique and different, with an emphasis on how they are able to attract their ideal clients.

Three major areas of focus for Third Seven Advisors are:

We believe human interaction is the best way to invest in order to achieve your life and wealth management goals
We believe in putting investments back in investing
We believe in value creation

Amit is an executive with over 20 years of experience in helping investment advisors, Family Offices and wirehouse firms grow through business leadership, practice management, investment management, sales and relationship management.

Links: Amit Dogra LinkedIn | Third Seven Advisors |

Ep 157 – Provoking Brilliance with Machen MacDonald

April 18, 2019Get to Know the Experts, Practice Mgmtbusiness coaching, coaching, finserv, leadership, leadership coachingtopadvisorm

Podcast: Play in new window | Download (Duration: 25:12 — 28.8MB) | Embed

Your host Matt Halloran welcomes longtime friend of Top Advisor Marketing Machen MacDonald to today’s podcast. Machen is the founder of Pro Brilliance Leadership Institute and is renowned in the financial sector as one of the best leadership coaches around.

The basic definition of leadership is bringing out the best in ourselves and others. As a business owner, are you able to help others to perform at their full potential? Would you define yourself as a successful leader? Or do you even have qualifiers for being a successful leader?

Today’s podcast will help you discover what true leadership in business means, what areas you might be lacking in as a leader, and the next steps to becoming a better leader.

If you’re looking to improve the quality of your offerings and your office culture, listen in today to learn how you can provoke the brilliance around you!

Exclusive Offer: If you love what you’re hearing from Machen, you can sign up today for a FREE 45-minute Strategic Breakthrough & Clarity Session. This 45-minute session will help you get the clarity, confidence, and focus you want for yourself. Are you ready to take charge of your business? Schedule your 45-minute session today!

Links: Machen MacDonald LinkedIn | Pro Brilliance Leadership Institute | MindScan Assessment | 21 Day Magnetic Habits Program

Ep 156 – Education Planning with Priscilla ONeill

April 16, 2019Get to Know the Experts, Practice Mgmtcollege, college planning, education planning, finservtopadvisorm

Podcast: Play in new window | Download (Duration: 26:27 — 30.3MB) | Embed

Today your host Matt Halloran is pleased to welcome education planning expert Priscilla ONeill to today’s episode to discuss what you can be doing as an advisor to assist your clients with education planning.

Priscilla is the president of Summit Scholar and a Certified Educational Planner. At Summit Scholar, Priscilla has designed software and a four phase college strategy process for highschool aged students so that they can have a thorough understanding of their financial AND educational situation in order to make the best choices for their futures.

If you’re looking to give your clients and their children a true analysis of all the aspects of college, acceptance, and funding this episode is for you! Tune in today and be sure to connect with Priscilla for more information!

LINKS: Priscilla ONeill LinkedIn | Summit Scholars

Ep 155 – Defining Global Leadership with Jodi Morris

April 11, 2019Get to Know the Experts, Practice Mgmtcoaching, economy, finserv, global economy, global leadership, leadership, successtopadvisorm

Podcast: Play in new window | Download (Duration: 27:10 — 43.9MB) | Embed

On today’s episode of Top Advisor Marketing, we’re stepping away from the US economy to look at the big picture of global connection and wealth. Your host Matt welcomes Jodi Morris, founder of Connecting Growth Globally, to discuss what it takes to develop global leadership and how it’s possible to connect your global growth.

Jodi’s mission in her work is to help motivated, curious, globally-minded individuals and teams define and harness their values, strengths and story to better maximize their life impact. Her two main avenues to achieve this is Success Coach and Global Leadership Trips. In an industry where people often feel they’re unable to be themselves, Jodi’s work enables financial service professionals to add the WHY to their business model and professional lives.

If you’re interested in learning more about global leadership, or how your business model could benefit from a bit more WHY be sure to listen in today!

Links: Jodi Morris LinkedIn | Connecting Growth Globally |

Episode 154 – The Art & Science of Marketing with Andrew Healy

April 9, 2019Get to Know the Experts, Marketingandrew healy, branding, financial planner, finserv, water and walltopadvisorm

Podcast: Play in new window | Download (Duration: 29:38 — 33.9MB) | Embed

At Top Advisor Marketing we don’t look at anyone as “the competition”. Which is why it’s always a pleasure to host someone else in the financial marketing industry to share their expertise and insights.

Joining Matt today is Andrew Healy, co-founder and partner at the financial marketing agency Water & Wall. Andrew co-founded Water & Wall with the expressed purpose of applying his love for capturing clients’ stories and sharing it with the exact right audience to help their businesses grow. He takes a measured, disciplined approach to the communications process that has resulted in some of the longest-tenured client relationships in the business, and he’s a driving force behind the agency’s expansion into digital and next-gen marketing techniques.

Matt and Andrew discuss what holds advisor’s back from marketing, key components to building an authentic brand, what crisis management can look like in finance and so much more! Be sure to tune in today to discover how to create your own complete marketing solution!

Links: Andrew Healy LinkedIn | Water & Wall Group |

Ep 153 – Direct Response Marketing with Seth Greene

April 4, 2019Get to Know the Experts, Marketingdirect response, direct response marketing, expert, fintech, Podcast, podcast expert, seth greene, sharkpreneurtopadvisorm

Podcast: Play in new window | Download (Duration: 29:04 — 33.3MB) | Embed

Today your host Matt is joined by the one and only Seth Greene to discuss his expertise in direct response marketing.

Seth is the nation’s foremost authority on growing your business with a podcast along with being the co-host of the Sharkpreneur podcast with Shark Tank’s Kevin Harrington that was just named “One of the Top 10 Podcasts to Listen to in 2019” by Nasdaq. He is also a 7-time best selling author and has been interviewed everywhere from Forces to CBS Moneywatch.

Matt and Seth are diving into what direct response marketing is and how you as an advisor can utilize this tool to create momentum marketing and fill your client list.

If you’re ready to experience two podcasting and financial marketing experts, be sure to listen in today!

Links: Seth Greene LinkedIn | Sharkpreneur Podcast | Market Domination |

Ep 151 – Equal Pay Negotiations with Katie Donovan

March 29, 2019Get to Know the Experts, Practice Mgmtconsulting, expert, finance, finserv, pay equity, pay gap, wage gaptopadvisorm

Podcast: Play in new window | Download (Duration: 28:02 — 38.5MB) | Embed

To finish of Women’s History Month, your host Matt Halloran welcomes pay equity expert Katie Donovan to discuss what you can be doing to decrease the wage gap in your business.

Katie is the first pay expert to be featured on Top Advisor Marketing Podcast. She began the movement in Massachusetts to ban use of salary history in hiring and compensation decisions which has had a dramatic impact on lessening the pay gap. She is now a consultant and owner of Equal Pay Negotiations (EPN). Her work their strives to achieve equal pay for all groups who are systemically underpaid including women, people of color, members of the LGBTQ community, and people with disabilities, through pragmatic solutions similar to ending the use of salary history.

Discover ways you can change your hiring process, optimize your current payroll employee and learn what finance as a whole can be doing to decrease the wage gap. Listen in today!

Links: Katie Donovan LinkedIn | Equal Pay Negotiations

Episode 150 – Part 3: The Compounding Impact of Marketing to Women with Podcasts: How to Maximize Your ROI Featuring Adri Miller-Heckman

March 26, 2019Get to Know the Experts, Marketingadvisor, email marketing, femalesandfinance, femXadvisor, financial advisor, financial planner, finserv, newsletter, Podcasting, roitopadvisorm

Podcast: Play in new window | Download (Duration: 41:00 — 46.9MB) | Embed

Your host Matt welcomes returning guest Adri Miller-Heckman for the final installment of their three-part mini-series titled: The Compounding Impact of Marketing to Women With Podcasts: How to Maximize Your ROI.

For their final segment together, Matt and Adri discuss how you go about bringing products and services to market. With all things in business, you need to be willing to take a risk with your marketing. Not every strategy or idea is going to work 100%. From today’s episode, you’re going to walk away with the answer to three key questions:

1. What are the benefits? (And get ready because it’s not what you think!)

2. Where do I start and what steps will I need to take?

3. How do I make my marketing a defining moment?

With some help from Matt and Adri, your marketing is bout to get easier. Learn how to plan strong marketing strategies, put yourself out there, and understand the multidimensional benefits of your marketing.

Adri is a globally recognized speaker, author, and consultant in the financial industry. She is the founder of femXadvisor™, a professional training and coaching business designed to help advisors generate exponential growth with the femXadvisor™ process to create a female-friendly, results-oriented financial practice.

Top Advisor Listener Special!

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Whether you are actively pursuing the female market or simply want to develop a stronger relationship with your existing female clients, our Engaging Email Marketing Membership program will make the process easier and more effective. As a member, you receive female-friendly engaging nurture emails that are easy to implement; tools to engage women, making your efforts more effective; and ideas, strategies, and live coaching to make marketing to women FUN! Try our 30-Day Free Trial! Learn more at http://adrimillerheckman.com/tools/topadvisor/

Ep 149 – Part 2 of The Compounding Impact of Marketing to Women with Podcasts: How to Maximize Your ROI Featuring Adri Miller-Heckman

March 21, 2019Get to Know the Experts, Marketingfemalesandfinance, finserv, Podcast, Podcasting, roi, womeninfinancetopadvisorm

Podcast: Play in new window | Download (Duration: 30:58 — 35.4MB) | Embed

Your host Matt welcomes returning guest Adri Miller-Heckman to part two of their three-part mini-series titled: The Compounding Impact of Marketing to Women With Podcasts: How to Maximize Your ROI.

On today’s episode, Adri discusses the most common questions and concerns she hears from women about podcasting. With Adri hosting the interview, listen in and learn from your host Matt how you can overcome some of the apprehensions about podcasting and sharing your story. In addition, you’ll discover the value of podcasting for women in the financial sector and the impact it can have on maximizing your ROI.

Top Advisor Listener Special!

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Ep 148 – The Compounding Impact of Marketing to Women With Podcasts: How to Maximize Your ROI featuring Adri Miller-Heckman

March 19, 2019Get to Know the Experts, Marketingfinance, financial advisor, financial planner, finservtopadvisorm

Podcast: Play in new window | Download (Duration: 28:26 — 32.5MB) | Embed

Your host Matt welcomes returning guest Adri Miller-Heckman to part one of their three-part mini-series titled: The Compounding Impact of Marketing to Women With Podcasts: How to Maximize Your ROI.

On today’s episode, Matt and Adri discuss the importance of branding when its come to marketing to women. Listen in to discover some of the critical elements of honing your message to create a real and authentic experience that appeals not only to your women clientele but men as well.

Top Advisor Listener Special!

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Ep 147 – Tips to Creating Your Marketing Calendar with Kaley Lewis

March 15, 2019Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 33:25 — 38.2MB) | Embed

Your host Matt Halloran is welcoming back a returning guest and one of Top Advisor Marketing’s very own Kaley Lewis to discuss how you can create timely and engaging marketing calendars.

The two social media veterans discuss the value in adding timely and sometimes humorous posts to your regular social media calendar, how you can use an annual structure to create content for your podcast or blog, and some of their favourite “days” to celebrate.

Let Matt and Kaley help you build your marketing calendars by listening in today!

Links: Kaley Lewis LinkedIn | Tips For Creating Engaging and Timely Marketing Calendars

Ep 146 – Creating Your Story Brand with Amy Huth

March 12, 2019Get to Know the Experts, Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 32:09 — 36.8MB) | Embed

Your host Matt Halloran welcomes Amy Huth, founder and CEO of Due North Brand Consulting to today’s show to discuss how you can use storytelling to further develop your brand.

Story branding has been in the industry for a while now, but many advisors haven’t been executing the practice to it’s fullest potential. With over 16 years of experience, Amy understands what it takes to make your brand a priority and how you can take your brand and your bottom line to the next level using storytelling with a purpose.

If you’re looking to grow your brand, or discover how to build a brand that tells the story and success of you, be sure to listen in today!

Links: Amy Huth LinkedIn |Due North Brand Consulting |

Ep 145 – Flourish Financially with Kathy Longo

March 7, 2019Get to Know the Experts, Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 22:30 — 51.5MB) | Embed

On our second episode of Women’s month, your host Matt Halloran welcomes Kathy Longo, CFP®, CAP®, CDFA to discuss her newest book Flourish Financially: Values, Transitions, and Big Conversations.

Kathy brings 25 years of experience and her extensive knowledge and wisdom working as a wealth manager, financial planner, firm manager, and business owner to her writing and this podcast!

Kathy’s new book, Flourish Financially: Values, Transitions, and Big Conversations, explores how the concept of money is a lot more than the dollars and cents we earn, save and spend.

Get to the know the author and learn more about this incredible book, what it takes to become an author, and a few marketing tips to make your next book an incredible success!

Links: Kathy Longo LinkedIn | Flourish Financially |

Episode 144 – Social Media Changes of 2019 with Julia Ritchie

March 5, 2019Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 20:10 — 30.4MB) | Embed

Your host Matt Halloran welcomes one of Top Advisor Marketing’s very own Julia Ritchie back to the mic today to dive into what’s happening in social media!

Julia is one of our social media specialists at Top Advisor Marketing and one of her primary focuses is keeping us current with the ever evolving changes that are happening on your social platforms. One of our top priorities for our clients is to please the algorithm with every post we make, and with Julia’s help we’re able to stay on top of those changes.

In today’s episode Julia and Matt discuss some of the big changes we’ve seen since the start of 2019, and what you as advisors, lawyers, or business owners can be doing to stay proactive on your social media.

Tune in today to keep your engagement high and social media successful!

Links: Julia Ritchie LinkedIn | Social Media Changes Report

Ep 143 – The Taylor Method with Eszylfie Taylor

February 28, 2019Get to Know the Experts, Marketing, Practice Mgmttopadvisorm

Podcast: Play in new window | Download (Duration: 27:44 — 31.7MB) | Embed

Today Matt welcomes award winning advisor, broker and agent Eszylfie Taylor! With nearly two decades in the business, Eszylfie has managed to succeeded exponentially in the trenches and through his experiences created The Taylor Method, the topic of today’s podcast.

The Taylor Method is an accumulation of Eszylfie’s career triumphs and failures. Derived from over 16,000 client interviews, the Taylor Method puts all the ideas, tools, language and processes for success in one convenient online location.

Matt and Eszylfie explore the substance behind the method and the value it can bring to your advisory business.

Be sure to tune in today to learn more about what The Taylor Method could be doing for you!

Links: The Taylor Method | Eszylfie Taylor LinkedIn

Ep 142 – The Intersection of Leadership, Character, and Ethos with Dr Sean Hannah

February 27, 2019Get to Know the Experts, Practice Mgmttopadvisorm

Podcast: Play in new window | Download (Duration: 31:12 — 50.7MB) | Embed

Ethos is defined as the core values, beliefs and ideal that a leader will hold and manifest out to positively influence others and organizations. Do you recognize the ethos in yourself as a business leader? Or are you trying to cultivate your own sense of ethos?

If you’ve got questions about your leadership skills, ethos, or how to build the characteristics of a leader, this podcast is for you!

Today Matt is joined by Dr Sean Hannah, a Wake Forest University School of Business professor, retired US Army Colonel, and one of the founding members of 3ethos.

With extensive background in leadership, Dr Sean has spent decades building leaders in the military and in finance to become better stewards, governs, and leaders in the business that they do.

Tune in today to learn more about the leadership characteristics that can you set you apart from the crowd, and build a business you and others believe in!

Links: Dr Sean Hannah LinkedIn | 3Ethos.com |

Ep 141 – Marketing as an OSJ with Craig Snyder

February 21, 2019Get to Know the Experts, Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 22:14 — 25.4MB) | Embed

It’s a first for our host Matt Halloran as he welcomes our first OSJ to the show, Craig Snyder.

Craig is the CEO and Founder of the America Group, a premier financial services group at LPL Financial. With over 40 years in the business, Craig understands what it takes to develop a strong brand and flourishing business.

With our focus on bringing you, our listeners, something unique and different with every podcast Matt is thrilled to sit down and discuss Craig’s extensive experience and the marketing success he’s develop with the America Group.

Tune in today for more top advisor marketing tips!

Links: Craig Snyder LinkedIn | America Group

Ep 140 – Business Marketing Strategy with Diederik Heinink

February 19, 2019Get to Know the Experts, Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 22:38 — 25.9MB) | Embed

Matt welcomes another international guest to today’s show, Diederik Heinink, to discuss some of his experience building business marketing strategies and what you can do to change yours!

Diederik has a resume a mile long with experience building brands and business all over the world. He recently opened up his own company, East Marketing, which specializes in designing marketing strategies for #FinTech companies and where he serves as founder and CEO.

Diederik shares in his expertise and advice on some of the strategies you can incorporate into your business/marketing plan to help you see growth and consistent results.

Be sure to tune in today for some refreshing advice when it comes to your marketing strategy!

Links: Diederik Heinink LinkedIn | East Marketing

Ep. 139 – Becoming a Great Host with Celeste Headlee

February 14, 2019Get to Know the Experts, MarketingCeleste Headlee, Conversations, Hosting, Listening, Matt Halloran, Meta, Podcast, Podcasting, Tipstopadvisorm

Podcast: Play in new window | Download (Duration: 28:36 — 46.9MB) | Embed

In our most meta podcast to date, Matt is joined by public radio journalist and author Celeste Headlee to discuss what it takes to become a great host.

Some of you may recognize Celeste’s name from her work with a variety of publications including NPR, PBC, GPB, and PRI. In addition to her spoken work, Celeste is the author of two books, We Need to Talk: How to Have Conversations That Matter, and Heard Mentality: An A-Z Guide on How to Take Your Podcast or Radio Show from Idea to Hit.

Together, Matt and Celeste dive into the two major components of being a great podcast host: what can be taught and what is innate.

If you’ve ever considered podcasting, or currently host your own, be sure to listen in today and discover what your podcast could be missing!

Links: Celeste Headlee LinkedIn | Heard Mentality: An A-Z Guide to Take Your Podcast or Radio Show From Idea to a Hit |Celeste Headlee TED Talk: 10 Ways to have a better conservation | We Need to Talk : How to have Conversations That Matter

Ep 138 – Revolutionizing Recruiting with Amir Bormand

February 12, 2019Get to Know the Experts, Practice Mgmttopadvisorm

Podcast: Play in new window | Download (Duration: 24:37 — 28.2MB) | Embed

Are you ready to change the way you think about recruiting? Matt Halloran is joined by Amir Borand, co-founder of Elevano, and a new age expert in recruiting.

Amir and along with his founding partner, are out to change the way people recruit. Using social media, Elevano helps employers find the right people and bring them into their business. Leveraging digital content, Amir is trying to break away from traditional methods of recruiting, to create a space that is open to a much more social conversation.

If you’re looking to grow your team, or perhaps seeking a new professional endevour, be sure to tune in today to find out how with the right recruiting anything can happen!

Links: Amir Bormand LinkedIn | Elevano

Ep 137 – 2019 Marketing Trends with Luke Acree

February 7, 2019Get to Know the Experts, Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 27:50 — 31.9MB) | Embed

With the first month of 2019 behind us, it’s time to refocus on marketing! Host Matt Halloran welcomes returning guest Luke Acree of ReminderMedia back to the microphone today to discuss the biggest marketing trends of 2019.

Luke is one of the founding partners of ReminderMedia, where they provide marketing services beyond the financial sector giving them the edge on marketing strategies and success stories. Luke offers some of his best advice to keep your marketing relevant throughout 2019.

Tune in today to learn more about how you can make 2019 your best marketing year yet!

Links: Luke Acree LinkedIn | ReminderMedia

Ep 136 – The Man Behind the Voice with Aric Johnson

February 5, 2019Get to Know the Expertstopadvisorm

Podcast: Play in new window | Download (Duration: 20:48 — 23.8MB) | Embed

To welcome in a new month, your host Matt Halloran is featuring one of his team mates and long time friends, Aric Johnson.

Some of you may recognize Aric as the host of several of our Top Advisor Marketing client podcasts, but his work goes beyond our microphones. Aric is a business coach/consultant, the VP of Advisor Development at Christian Wealth Management, and a professional speaker.

Aric brings all that experience to our clients at Top Advisor Marketing, and directs so that they can bring their best self and provide optimal information and guidance to their audience.

If you’ve ever been curious about what it takes to be an incredible podcast host, or how we make podcasting work here at Top Advisor Marketing, be sure to tune in today!

Links: Aric Johnson LinkedIn |

Ep 135 – The Value of Vision with Karen Coyne

January 31, 2019Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 28:28 — 32.6MB) | Embed

Many financial advisors have a vision. A vision for their business, a vision for their growth, and a vision for their team. To achieve any of these visions, you have to set goals. But are you using vision to its fullest potential with your client base?

Our host, Matt Halloran, welcomes CFP® and vision expert Karen Coyne to our latest episode to discuss how vision can be a year-round discussion with your clients. With her unique approach to focusing on vision, Karen doesn’t center her financial business model around drawing in more clients, but on delivering high-quality service.

Understanding what drives your clients and their vision for today, tomorrow, and ten years can help you build a stronger and more referable practice. Listen in today and start developing your own sustainable vision!

Links: Karen Coyne LinkedIn

Ep. 134 – Building a Successful Partnership with Marci Bair & Victor Orozco

January 29, 2019Get to Know the Experts, Practice Mgmttopadvisorm

Podcast: Play in new window | Download (Duration: 31:16 — 35.8MB) | Embed

Oftentimes advisors want to grow their business and pass down their knowledge. To do so, they bring on interns and a lot of the time, it goes horribly wrong.

Has that ever happened to you?

Perhaps you weren’t great at managing, articulating your expectations, or you just haven’t found anyone you really connect with.

Joining our host, Matt Halloran, is returning guest Marci Bair and her partner, Victor Orozco, of Bair Financial LLC to discuss how you can build a successful partnership within your firm.

Marci made a previous appearance on Top Advisor Marketing Podcast where she discussed how to truly niche useful, however, she wouldn’t have obtained her current level of success if not for Victor.

If you’re thinking about broadening your firm and want to grow with someone, listen today to learn valuable advice on how you can make a lasting partnership.

Links: Victor Orozco LinkedIn | Marci Bair LinkedIn | Bair Financial LLC

Ep 133 – Professional Style with Rich Mbariket

January 24, 2019Get to Know the Expertstopadvisorm

Podcast: Play in new window | Download (Duration: 21:09 — 24.2MB) | Embed

Are you interested in growing your professional wardrobe? Is it time to add a splash of color or a new fabric to those tried-and-true suits? Have you always taken pride in your appearance, but you’re not sure what the next steps are?

If you’ve asked yourself those questions, this is the episode for you! Matt welcomes personal stylist and menswear professional Rich Mbariket to today’s show to discuss easy tips to help men spice up their wardrobes.

As the founder of his self-named company, located in Las Vegas, Rich provides clients with direction when it comes to converting the tried and true into the new and stylish. With a focus on converting stuffy to approachable, Rich helps men select great professional outfits, whether it’s for your 9-5 office job or for an evening out.

If you’re ready for a style make over and to make 2019 the year you’re a contender for best-dressed in the office, this an episode you won’t want to miss!

Links: Rich Mbariket LinkedIn | RichMbariket.com |

Ep 132 – Lifestyle Marketing with Eric Gaddy

January 22, 2019Get to Know the Experts, Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 23:40 — 27.1MB) | Embed

More and more, we see people promoting the concept of work-life balance. If you’re ready to offer your clients the opportunity to retire early and get on living, you’ll love our next/returning guest Eric Gaddy!

As the author and owner of Retire Early, Eric is an expert in getting your financial house in order so that you can live life outside the office. Today with our host, Matt Halloran, Eric will discuss how financial professionals can use the retire early lifestyle to market and prospect for clients.

If you’re considering early retirement or are simply ready to offer your clients more living, be sure to listen in today!

And if you missed Eric’s original podcast, you can find it HERE!

Links: Eric Gaddy LinkedIn | “Retire Early – What are you waiting for?”- The Book | How To Retire Early Website | Retire Early Resources

Ep 131 – Revolutionizing Asset Management with Scott MacKillop

January 17, 2019Get to Know the Experts, Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 26:45 — 30.6MB) | Embed

Our host, Matt Halloran, is continuously looking to bring on guests who offer something unique and different that you can apply to your own practice to stand out from the advisor down the street.

Joining Matt today is industry veteran Scott MacKillop to discuss his revolutionary business, First Ascent Asset Management. Here are just a few of First Ascent’s unique offerings for advisors:

1. The industry’s first flat-fee asset management services.

2. Elegantly simple portfolios that focus on being broadly diversified with few holdings and infrequent trades.

3. An entirely virtual experience, which keeps costs down and customer service up!

If you’re ready to provide a high quality service that will lower your costs and the costs to your clients, be sure to listen in today with Scott and Matt!

Links: Scott MacKillop LinkedIn | First Ascent Asset Management | First Ascent Knowledge Centre

Ep 130 – Social Media Methodology with Ian Moyse

January 15, 2019Get to Know the Experts, Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 27:52 — 31.9MB) | Embed

If you’ve been wondering about the value of social media in your financial practice, our expert guest Ian Moyse offers his insight into the true value of social media in your prospecting efforts.

Joining host Matt Halloran from across the pond, Ian is the sales director of Natterbox, a done for your digital communications solution.

These two social media gurus explore the hard and fast reality that social media isn’t your technology fix. It will never replace traditional methods. But working in symbiosis with your prospecting avenues, can create a stronger and more reliable sales stream.

If you’re ready to explore what social media should mean to your company, listen in today!

Links: Ian Moyse LinkedIn | Natterbox

Ep 129 – The Freedom Practice with Craig Hersch

January 10, 2019Get to Know the Experts, Marketing, Practice Mgmttopadvisorm

Podcast: Play in new window | Download (Duration: 31:40 — 36.2MB) | Embed

Today were changing a few things up on Top Advisor Marketing podcast! Our host Matt Halloran is joined by estate planning attorney Craig Hersch!

Craig is the creator of the Freedom Practice – a practice management program for estate planning attorneys to help them grow their practice. These unique tactics don’t just apply in the world of law, but can help you make your practice fundamentally unique and different!

Craig is an expert at what he does, and hosts his own podcast along with being an editor at Trusts & Estate Magazine and a contributor to wealthmanagement.com.

Be sure to listen in today and learn how you can create growth in your own practice!

Links: 4GameChange Podcast | Craig Hersch LinkedIn| Common Cents Estate Planning: Practical Advice You Should Consider With Your Attorney, CPA and Financial Advisor

Ep 128 – Four Steps to Marketing in 2019

January 8, 2019MarketingKirk Lowe, marketing, Matt Halloran, Top Advisor Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 34:22 — 39.3MB) | Embed

Welcome back to our third season of Top Advisor Marketing Podcast! To get you ready for 2019, our host, Matt Halloran, is joined by marketing and branding expert Kirk Lowe to discuss four steps to marketing in 2019!

Get ready for a new-and-improved you this year as Kirk and Matt walk you through the exact process they offer their branding clients. It’s a process Kirk has spent the past 18 years perfecting. Using their proven four step process: attract, intrigue, engage, and influence, Kirk and Matt share several actionable steps you can take to bring your ideal clients through the door!

Be sure to listen in today and begin your marketing success!

Links: Marketing Plan Tactics | Marketing BluePrint Video

MarketCounsel Summit Series: Make Your Move with Mark Albers

December 26, 2018Get to Know the Experts, Marketing, Practice MgmtDoug Heikkinen, Kinetics Financial Advisors, Kirk Lowe, Mark Albers, MarketCounsel Summit, Matt Halloran, Top Advisor Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 25:48 — 29.5MB) | Embed

Are you a wirehouse advisor who’s thinking of striking out on your own? Our next guest in the MarketCounsel Summit series has plenty of experience with helping advisors make that big decision.

Meet Mark Albers, president and CEO of Kinetic Strategic Partners. In this episode, Mark explains the science and art of helping advisors figure out what to do—stay or leave the big firm. He also speaks to the rest of the transition process, uncovering overlooked growth plan issues and the importance of building your own brand recognition. Tune in now to learn more!

Resources: Kinetics Financial Advisors | MarketCounsel Summit

MaketCounsel Summit Series: Breaking Away with Todd Thomson

December 24, 2018Get to Know the Experts, Marketing, Practice MgmtDoug Heikkinen, Dynasty Financial Partners, Kirk Lowe, MarketCounsel Summit, Matt Halloran, Todd Thompson, Top Advisor Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 26:58 — 30.9MB) | Embed

Like spring birds leaving the nest, many advisors will go out on their own over their professional lifetime. And when it’s time to step away and create your own company, there can be a myriad of concerns you just hadn’t thought of before.

Joining Matt in Vegas is the chairman of Dynasty Financial Partners, Todd Thomson, to discuss the advantages of finding a wealth management and technology provider when you break away from a previous firm.

Dynasty is an integrated service provider for independent RIAs who are in need of some support to become more profitable. With several years of experience, Todd and his team understand the complexities that come with setting up your own firm, from which custodian you want to work with, to the technology you need to provide the best service.

If you’re ready to break out on your own, be sure to listen with Todd and Matt to hear about some very important decisions you’ll need to be making!

Links: Todd Thomson LinkedIn | Dynasty Financial Partners | MarketCounsel Summit

MarketCounsel Summit Series: Become a North Star for Corporate Executives with Kenneth Van Leeuwen

December 23, 2018Get to Know the Experts, Marketing, Practice Mgmttopadvisorm

Podcast: Play in new window | Download (Duration: 15:30 — 17.7MB) | Embed

It’s no secret that we love talking about the power of niche financial planning. Our next guest adds another chapter to this discussion by sharing his strategies for working with ambitious corporate executives.

Joining Matt in Vegas is Kenneth Van Leeuwen, managing director of Van Leeuwen & Company. Kenneth explains what advisors must know when working with executives, the benefits of working with a younger demographic, and how to cultivate 30+ year client relationships. Tune in now to learn more!

Resources: Van Leeuwen & Company LLC | MarketCounsel Summit

MaketCounsel Summit Series: The Three Things Advisors Need To Know About Litigation with Sharon Ash

December 23, 2018Get to Know the Experts, Marketing, Practice MgmtDoug Heikkinen, Hamburger Law Firm, Kirk Lowe, MarketCounsel Summit, Matt Halloran, Sharon Ash, Top Advisor Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 31:27 — 36.0MB) | Embed

Are you considering setting up a new firm? Do you understand the processes involved to insure your business is taken care of? If you’re curious about the litigation behind setting up a firm, we’ve got answers!

Joining Matt today is the Chief Litigation Counsel from Hamburger Law Firm, Sharon Ash. Together, Sharon and Matt explore three major topics of what a law firm can do for a financial service professional.

Listen in today to learn more about litigation and your financial services business.

LINKS: Sharon Ash LinkedIn | Hamburger Law Firm | MarketCounsel Summit

12 Days of Marketing – Morning Rituals

December 21, 2018Get to Know the Experts, Marketing, Practice Mgmt12 Days of Marketing, Practice Managementtopadvisorm

Podcast: Play in new window | Download (Duration: 17:14 — 25.5MB) | Embed

In our final installment of the 12 Days of Marketing Coach Joe and your host Matt Halloran are discussing the importance of the power hour – your morning magic. When it comes to working with professionals who are off track, Coach Joe’s first question is always “what is your morning ritual”. The first 60 mins of your day set the tone for the rest of your day – so are you priming yourself for success?

Listen in and start every day the right way with Coach Joe and Matt Halloran!

MarketCounsel Summit Series: The Value of a Dedicated RIA with Robb Baldwin

December 21, 2018Get to Know the Experts, Marketing, Practice MgmtKirk Lowe, MarketCounsel Summit, Matt Halloran, Robb Baldwin, Top Advisor Marketing, TradePMRtopadvisorm

Podcast: Play in new window | Download (Duration: 23:32 — 26.9MB) | Embed

When it comes to running your independent RIA, are you using all the right tools?

Joining host Matt Halloran today is Robb Baldwin, President and CEO of TradePMR, to dissect and uncover the value of having a trusted partner for innovative technology and dedicated RIA services to cultivate your independence.

Having grown up in the world of broker’s offices and reading the Wall Street Journal, Robb’s career in finance began at the age of 12. Twenty years ago he began TradePMR, which has built a reputation for high quality services and an emphasis on knowing everybody’s name.

Join Matt and Robb as they discuss the value in working with a company such as TradePMR, not just for your clients, but for your marketing potential! Be sure to listen in today!

Links: Robb Baldwin LinkedIn | TradePMR | MarketCounsel Summit

12 Days of Marketing – Daily Focus

December 20, 2018Practice Mgmttopadvisorm

Podcast: Play in new window | Download (Duration: 10:58 — 16.9MB) | Embed

Are you conquering every day? What does it take to obtain that razor focus so you can take control of your to do list? Listen in with Coach Joe and your host Matt Halloran as they discuss the importance of daily focus. With the right mindset, you’ll be turning your business plan into a business reality!

MarketCounsel Summit Series: Build a Thriving Independent Business with Craig Butler and Craig Stuvland

December 20, 2018Get to Know the Experts, Marketing, Practice MgmtCraig Butler, Craig Stuvland, Kirk Lowe, MarketCounsel Summit, Matt Halloran, Top Advisor Marketing, Tru Independencetopadvisorm

Podcast: Play in new window | Download (Duration: 30:17 — 34.7MB) | Embed

Top Advisor Marketing is here with another interview from the MarketCounsel Summit in Las Vegas!

Meet Craig Butler and Craig Stuvland of Tru Independence. They’re in the business of transforming disgruntled employees into satisfied business owners. Their team provides an unmatched amount of support to wirehouse advisors by serving as their middle and back office. Tune in now to learn about their unique service!

Resources: Tru Independence | MarketCounsel Summit

12 Days of Marketing – Quarterly Game Plan

December 19, 2018Practice Mgmttopadvisorm

Podcast: Play in new window | Download (Duration: 9:40 — 15.1MB) | Embed

Join host Matt Halloran and special series guest Coach Joe as they discuss the value of creating (and sticking to!) a quarterly game plan. Breaking your business plan down into bite size manageable pieces will give you stronger goals, and more success! Tune in today to finesse your business plan and get ready to rock Q1 2019!

12 Days of Marketing – Marketing, Branding & Business Development

December 18, 2018Practice Mgmttopadvisorm

Podcast: Play in new window | Download (Duration: 15:42 — 23.4MB) | Embed

Today Matt and Coach Joe are diving into three very important topics when it comes to business planning and you’re business success! Listen as these two coaching, development, and marketing experts discuss what you need to create a business with a lasting brand, strong marketing initiatives, and the ability to develop and grow!

12 Days of Marketing – Goal Setting

December 17, 2018Practice Mgmttopadvisorm

Podcast: Play in new window | Download (Duration: 12:54 — 19.5MB) | Embed

A goal is defined as “the object of a person’s ambition or effort; an aim or desired result”. This definition provides us with both an action (ambition/effort), as well as a passive action (aim). What are you doing to take your goals from aims and desires into the realm of action and effort? Listen in with Coach Joe as he discusses with your host Matt Halloran different ways to make your goal setting effective, and stick to it.

MarketCounsel Summit Series: Operational Readiness: Getting out of Your Own Way with Mike Reed

December 15, 2018Get to Know the Experts, MarketingDakota Wealth Management, Kirk Lowe, MarketCounsel Summit, Matt Halloran, Mike Reed, Top Advisor Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 27:06 — 31.0MB) | Embed

If you’re a CEO, then you have an overflowing to-do list. But how many items on that list are things that you just don’t want to do? Chances are, an operations manager would love to take on those tasks.

Mike Reed, the chief operating officer of Dakota Wealth Management, is here to explain why hiring an operations manager is an investment you won’t regret. Learn how to create operational readiness in your firm and stop impeding your own potential. Tune in now to learn more!

Resources: Dakota Wealth Management

MarketCounsel Summit Series: Forget Everything You Thought You Knew About Being a Fiduciary with Don Trone

December 15, 2018Get to Know the Experts, Marketing3ehos, Don Trone, Kirk Lowe, MarketCounsel Summit, Matt Halloran, Top Advisor Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 29:05 — 33.3MB) | Embed

The episode you’re about to listen to will challenge mainstream ideas about what it means to be a fiduciary.

Get ready to shift your perspective with Don Trone, a MarketCounsel Summit keynote speaker. Don explains why the CFP Board is one of the biggest problems in the fiduciary space, and how he has literally written the book that integrates leadership, stewardship, and governance. Tune in now to learn more!

Resources: 3ethos

MarketCounsel Summit Series: The Most Important Data Questions Advisors Are Not Asking—with George Svagera

December 15, 2018Get to Know the Experts, MarketingGeorge Svagera, Kirk Lowe, MarketCounsel Summit, Matt Halloran, Orion Advisor Services, Top Advisor Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 19:39 — 22.5MB) | Embed

Next up on the MarketCounsel Summit series is keynote speaker George Svagera of Orion. Fresh off the stage, George is here to address advisors’ biggest pain points with data and technology.

George has worked with a lot of advisers who went through the evaluation process for an operating system, made a decision, and then six months later they’re seeking out different providers. In this episode, George explains how advisors can get it right the first time and make a decision that sticks. Tune in now to learn more!

Resources: Orion Advisor Services

Market Counsel Summit Series: Cracking the Merger and Acquisition Code with Greg Friedman

December 15, 2018Get to Know the Experts, MarketingGreg Friedman, Kirk Lowe, MarketCounsel Summit, Matt Halloran, Private Ocean, Top Advisor Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 30:14 — 34.6MB) | Embed

Many advisors dream of doing an acquisition or merger, but being successful in these ventures is a whole other conversation. Luckily, the next guest on the MarketCounsel Summit series can speak to making these moves successfully.

Greg Friedman, CEO of Private Ocean, shares his experiences with small beginnings, merging, and keeping company culture and philosophy top of mind. Tune in now to learn more!

Resources: Private Ocean

MarketCounsel Summit Series: Turn Fearful Clients into Fearless Investors with Aaron Klein

December 15, 2018Get to Know the ExpertsAaron Klein, MarketCounsel Summit, Matt Halloran, Riskalyze, Top Advisor Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 28:19 — 32.4MB) | Embed

You’re probably familiar with Riskalyze, but have you considered its powerful marketing capabilities?

Riskalyze’s CEO and co-founder, Aaron Klein, is here to explain how this tool could be the differentiator between you and the advisor down the street. In this episode, Aaron discusses how to use Riskalyze to drive alignment between clients and portfolios—which we all know builds trust between advisors and clients. Tune in and learn more about this powerful client acquisition and retention tool!

Resources: Riskalyze

12 Days of Marketing – 5 Year Vision

December 14, 2018Practice Mgmttopadvisorm

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Year end is a time when many of us look forward at what are we going to do in the next 365 days to change, grow, and become a better person. Today with your host Matt Halloran, Coach Joe is going to be discussing the value in not just a one year plan, but having a 5 year vision.

If you’re ready to take not just 2019, but the next five years by storm, be sure to listen in today!

12 Days of Marketing – Business Life Integration

December 12, 2018Practice Mgmttopadvisorm

Podcast: Play in new window | Download (Duration: 10:07 — 15.7MB) | Embed

All work and no play makes Jack a dull boy. These words of wisdom come to life in today’s episode as Matt and Coach Joe explore how advisors can handle business/life integration.

Balance is a struggle in every area of our lives, whether it be our diets, our relationships, or our professions. So take some time and learn how you can balance and integrate your personal and professional life today!

12 Days of Marketing – Evaluate and Benchmark

December 11, 2018Practice Mgmttopadvisorm

Podcast: Play in new window | Download (Duration: 12:01 — 18.3MB) | Embed

Benchmarks are a cornerstone to your business success. They give you an opportunity to reflect, evaluate, and challenge yourself in the upcoming year to meet goals. However, benchmarks can be another one of those tasks that simply gets forget. As people say, when something works well, we tend to stop doing it simply because we don’t acknowledge or allocate for it.

Coach Joe has a three part process to help you wrap up 2018 and set yourself on a better path for 2019. Get your benchmarks set, and roll on past them with your most successful year yet!

12 Days of Marketing – Plan To Do The Plan

December 10, 2018Practice Mgmttopadvisorm

Podcast: Play in new window | Download (Duration: 10:08 — 13.9MB) | Embed

We all have “plans” but what makes plans a reality? Actually DOING them. So when it comes to building your business plan what’s stopping you? For many of us it’s that we simply right it down as something to get done, without taking the necessary steps to make it happen. Whether that’s blocking our calendar time, arranging a coaching session to prepare for the plan, or simply getting your team together to discuss the business you’re building.

Listen in as Coach Joe explains the value in planning your plan, and get ready to rock in 2019!

12 Days of Marketing – Why Advisors Fail

December 7, 2018Practice Mgmttopadvisorm

Podcast: Play in new window | Download (Duration: 12:28 — 17.1MB) | Embed

Failure. It’s not a topic anyone likes to dwell on, yet let’s face – we all fail. Including advisors. And one of the major areas advisors tend to fall down is in creating their own business plan.

Once again, Matt Halloran is joined by the business planning guru Coach Joe Lukacs, to discuss what types of tools and techniques Joe brings to his advisor clients to get them through the struggle that is advisor planning.

Don’t let past business plan failures impede your future success!

Links: Coach Joe’s LinkedIn

12 Days of Marketing – Why Do a Plan?

December 6, 2018Practice Mgmttopadvisorm

Podcast: Play in new window | Download (Duration: 14:31 — 20.0MB) | Embed

It’s the beginning of the 12 days of Marketing! To celebrate the holidays and Business Planning month, our host Matt will be joined by Joe Lukacs, AKA Coach Joe, for the next 12 episodes to discuss with us how to create a rockstar business plan for 2019.

To kick start the marketing season, Joe and Matt dive into the value of having a proper business plan. If this is something you’ve always considered doing but couldn’t find the time or see the value, tune into this episode to find out the truth behind the why of business planning!

LINKS: Joe Lukacs LinkedIn

Ep 127 – Getting Holiday Social with Kaley Lewis

December 4, 2018Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 17:40 — 20.2MB) | Embed

Is your holiday social calendar lacking in substance? Or have you simply let your social media presence fall to the way side now that December 1st is behind us? Why not get your social media calendar looking as active as your personal calendar this holiday season with a few quick tips for holiday engagement!

Host Matt Halloran is joined by our very own Kaley Lewis to discuss five tips to making your holiday social shine! By adding some festive and engaging content, you’ll be sure to create an impression and keep your audience engaged through the busiest time of year. It’s never too late to get that holiday calendar rolling, so listen in and start today!

LINKS: Kaley Lewis LinkedIn | 5 Holiday Post Ideas

Ep 126 – Being a Category of One with Joe Calloway

November 29, 2018Get to Know the Expertstopadvisorm

Podcast: Play in new window | Download (Duration: 28:14 — 32.3MB) | Embed

On this episode of Top Advisor Marketing, Matt Halloran welcomes Joe Calloway to discuss one of his many books, Becoming A Category of One: How Extraordinary Companies Transcend Commodity And Defy Comparison.

Joe helps leaders focus on what is truly important, inspires new thinking about effective leadership, and motivates them to immediate action.

As many businesses today follow a cookie-cutter plan, to become a Category of One you must discover how to decommonditize your business and stand out from the crowd. Are you providing a specialized service to your clients? Are you relevant? Do you provide value and consistency of performance? Listen in and learn tips from Joe and Matt to setting yourself apart from your competitors and turn your business into a market leader.

LINKS: Joe Calloway LinkedIn | Becoming a Category of One |

Ep 125 – Hosting a Successful Seminar with Mike Thurman

November 27, 2018Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 27:40 — 31.7MB) | Embed

Do you find your seminars are lacking that punch that results long potential prospects lists? Matt explores the top three strategies for hosting a successful seminar with returning guest, Mike Thurman, co-founder of White Glove Workshops.

Mike has over 25 years experience in the financial industry and has hosted over 1000 educational seminars, making him an expert in the field. Along with Matt, Mike reviews his three key components to seminar success: plan the process, possess the heart of a teacher, and finishing strong.

Join us today and be sure to check out White Glove Workshops resources on their website!

LINKS: Mike Thurman LinkedIn | White Glove Workshops |

Ep 124 – The Value of Tech Integration with Kristen Schmidt

November 20, 2018FinTech, Marketing, Practice Mgmttopadvisorm

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Today Matt is diving into the importance of technology integration with tech strategist, speaker, consultant, and founder of RIA Oasis, Kristen Schmidt.

Integrating your technology not only helps make things easier around your office, it can free up time so you can do more in your practice while creating better client services/experience, and creating seamless prospecting. Oftentimes advisors fail to use their technology to the fullest potential – with most firms only using 20-30% of what their technology offers.

As one of the few RIA tech experts, Kristen spends every day working with the very systems that drive your business. Kristen and Matt walk through the basic steps that you can take to evaluate your technology and come to some decision on what comes next.

LINKS: RIA Oasis | Kristen Schmidt LinkedIn

Ep 123 – Power of the Purse with Lynn Evans

November 16, 2018Get to Know the Experts, Practice Mgmttopadvisorm

Podcast: Play in new window | Download (Duration: 30:52 — 35.3MB) | Embed

Have you ever thought you had such a great idea—someone might just pay you to read it? Often times advisors reach a point in their development where they’re told to put pen to paper and draft the next best financial read. But how many of us consider what a great opportunity a book can be for marketing?

Joining Matt today is fellow podcaster, author, CFP®, and speaker Lynn S. Evans to discuss how she developed, marketed, and wrote her book, Power of the Purse.

Lynn is a national leader in the financial planning industry. Lynn has a profound understanding of the deep relationships that revolve around women and money. Through the work of her book, podcast, radio show, and financial network, Lynn has made it her personal mission to help baby boomer women become financially literate and take back control of their finances.

Learn more about Lynn, her book, and marketing in this great episode today!

LINKS: Power of the Purse Podcast | Women of Substance | Lynn S Evans LinkedIn | Power of the Purse Book

Ep 122 – The Money Personalities with Scott & Bethany Palmer

November 13, 2018Get to Know the Experts, Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 40:22 — 46.2MB) | Embed

As a financial advisor – how do you differentiate yourself? Realistically, pricing and services are pretty constant across the board now, so what’s left to make you stand out? The answer is your client relationships.

Joining Matt today is the incredible power couple Scott and Bethany Palmer of the Money Couple to discuss one of the biggest buzzwords in financial services, behavioral finance. In today’s episode, learn how you can use this tool to successfully differentiate yourself from your competition.

With Bethany and Scott’s game changing discovery of the Money Personalities Test, you can revolutionized how your clients think of their relationships with money. With a deeper understanding of your clients intricacies with money, you can develop more custom plans to suit their needs. Prepare for 2019 to offer the best and most custom service yet!

LINKS: The Money Personalities Test | Scott Palmer LinkedIn | Bethany Palmer LinkedIn | The Money Couple

Ep 121 – Merging Your Firms with Jennifer Goldman

November 9, 2018Practice Mgmttopadvisorm

Podcast: Play in new window | Download (Duration: 32:47 — 37.5MB) | Embed

Matt is joined by returning guest Jen Goldman, of Jennifer Goldman Consultants to discuss a big topic, with little content – how to merge a CPA firm with a wealth management firm.

As a business transformation consultant Jen has experienced first hand the growing pains that come from merging these two businesses. When her journey began, she sought all the material and advice should could online, and surprisingly, came up pretty empty handed. With over 50% of CPA firms now offering some form of wealth management, it’s hard to envision that this practice has been so over looked.

But fear not. Given Jen and Matt’s shared experience on the topic, the two of them dive into some of the key things you need to know about making your business merger a major success.

LINKS: Jen Goldman LI | Jennifer Goldman Consulting

Ep 120 – Getting Stuff Done with Dave Crenshaw

November 6, 2018Practice Mgmttopadvisorm

Podcast: Play in new window | Download (Duration: 35:27 — 40.6MB) | Embed

Best selling author, speaker, business coach Dave Crenshaw joins Matt Halloran today to discuss what he knows best – accountability and time management. Dave is a particular expert in his field as his personal background isn’t that he’s a classic type A person. On the contrary, Dave has been diagnosed with ADHD, making him inherently disorganized.

Unlike many others we often hear from explaining to us how to stay focused, Dave has overcome his natural instinct for chaos and can now behave as though he has inherently organized, a skill set he has now taught hundreds to thousands of people. Having designed a system that was built for the most disorganized person in the world, Dave understands how to take anyone, regardless of their starting point, to a level of successful organization.

Together with Matt, Dave is going to explore how you can become the master of your own time by understanding a few of the simple lies we often tell ourselves that keep us from optimal efficiency. If you’re ready to take 2019 by storm, listen in today and find out how to become master of your own time and success.

Links: Dave Crenshaw Linked | DaveCrenshaw.com |

Ep 119 – Reaching your Ideal Client with Susan Danzig

November 2, 2018Get to Know the Experts, Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 30:36 — 35.0MB) | Embed

Today on Top Advisor Marketing Podcast, host Matt Halloran interviews business development expert Susan Danzig! For over 25 years, Susan has worked as a business coach helping her clients understand, appreciate and clarify their true value, define their specialization, and create effective marketing strategies.

As a Master in Neuro-linguistic Programming Coach, Susan has dedicated herself to freeing her clients from the human condition that causes us to limit our beliefs in our success. After working with hundreds of advisors, Susan recognized that regardless of their level of success, it was her own clients who stood in the way of achieving success. Using her extensive resume and her education, Susan is changing the way advisors attract and retain their ideal clients.

If you’re looking to set a new tone for 2019, or simply in need of a 4th quarter boost, be sure to listen in today! And check Susan’s websites for some incredible free resources!

Links: Susan Danzig LLC | Susan Danzig LinkedIn

Ep 118 – Top 10 Interview Tips with Matt Halloran

October 30, 2018Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 41:17 — 47.3MB) | Embed

Switching up sides of the mic today, Kirk sits down to interview our regular host Matt Halloran! Together, the two are diving into the top 10 interviewing tips. If you’re a podcaster wanting to up your game, or perhaps someone who frequently makes appearances on other people’s podcast, Matt has the ten things you need to be doing to create engaging dialogue and quality content. Be sure to listen in with Matt and Kirk today!

Episode 117 – Video Marketing with Robin Powell

October 25, 2018FinTech, Get to Know the Experts, Marketing, Practice Mgmttopadvisorm

Podcast: Play in new window | Download (Duration: 31:03 — 39.8MB) | Embed

As an advisor, what is the best way to communicate with your clients? Many of us read or create blogs for our clients, or perhaps have even broken into the world of audio podcasting. But have you ever created a video for your clients? Or are you deterred by what you feel is a cumbersome and expensive medium?

Today, Top Advisor Marketing is travelling across the Atlantic to speak with Robin Powell, journalist and financial educator, on the topic of video marketing with advisors. Robin specializes in creating quality video products for advisors, and his here to share in his expertise and maybe convince some of our listeners that video has a place in their marketing plan.

Learn how you can create your own video marketing to build rapport, drive website traffic, and create lasting and memorable content.

LINKS: Robin Powell

Episode 116 – Persuasive Communication with Jeff Tippet

October 23, 2018Get to Know the Experts, Marketing, Practice Mgmttopadvisorm

Podcast: Play in new window | Download (Duration: 27:20 — 31.3MB) | Embed

Client acquisition is one of the most expensive parts of running a business. From the marketing to the sales calls to the seminar events, everything has a cost. So are there ways to make all of those steps more affective?

Professional Speaker, author, and entrepreneur Jeff Tippet joins host Matt Halloran today to discuss how you can use persuasive communication to build the business you want.

Persuasive communication often gets a bad rapt for being aligned with manipulation. However, the two couldn’t be further from the same thing. Persuasive communication techqniues call someone to something using effective reason and argument. We all believe in the products we are selling, and persuasive communication can help you effectively articulate this.

If you’re interested in fixing your communication skills, and developing stronger and longer lasting client relationships, listen in with Jeff and Matt today!

LINKS: Pixels are the New Ink | Jeff Tippet LinkedIn

Episode 115 – Successfully Using an Exclusive Niche with Michael Graef

October 17, 2018Get to Know the Expertstopadvisorm

Podcast: Play in new window | Download (Duration: 26:01 — 29.8MB) | Embed

Joining Matt Halloran today is CFP and Vice President of Christian Wealth Management, Michael Graef. Michael is one of the founding members of Christian Wealth Management and works closely with another of our podcast guest, Robert Netzly.

Together they have built a successful business, process, and organization structured around BRI (Biblically Responsible Investing). This business model could be described as a limiting niche, however, like all niches, if use correctly, can make a world of difference in your marketing strategy and bottom line.

To learn more about how you can better use a exclusive niche to launch your business, listen in today!

LINKS: Michael Graef LinkedIn | Inspire Investing | Christian Wealth Management

Episode 114 – Are you brand worthy?

October 17, 2018Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 37:57 — 43.4MB) | Embed

Your brand is the first thing a client encounters when it comes to discovering you. Whether it’s through your website, a business card from a friend, or the logo on the front door to your office. It’s the sign off on an email, it’s the greeting on the phone, you need to live breath and be your brand. So how can you tell if it’s good enough?

Our very own Branding Expert Kirk Lowe joins Matt today as they discuss if you’re brand worthy. Answering some tough questions, with even tougher answers, Matt and Kirk cover several of the areas you need to consider when deciding if you and your brand are up to snuff.

If you’re looking for more information on branding, be sure to check out our branding resources at Advisor Utoday!

Episode 113 – The Keys to the Ladies Room with Adri Miller-Heckman

October 11, 2018Get to Know the Expertstopadvisorm

Podcast: Play in new window | Download (Duration: 36:05 — 41.3MB) | Embed

Adri Miller-Heckman joins host Matt today to dive into her game changing book, Keys to the Ladies Room. As you might have guessed, Adri wrote the book on what advisors need to know to effectively market and attract female clients.

In addition to her work as an author, Adri is the founder of FemX, and she regularly consults and coaches financial advisors on how to build powerful female focused marketing plan. With Adri’s help, advisors can affectively market to both genders, creating exponentional growth for years to come.

Join Matt and Adri today to learn what you can be doing to create a quality and sustainable marketing strategy.

LINKS: Adri Miller Heckman | Keys to the Ladies Room | AdriMillerHeckman.com

Episode 112 – From Frustrated to Focused with Debbie Peterson

October 9, 2018Get to Know the Experts, Practice Mgmttopadvisorm

Podcast: Play in new window | Download (Duration: 27:43 — 31.7MB) | Embed

Joining Matt today is professional speaker, keynote speaker, mindset strategiest and a business coach Debbier Peterson. Debbie is an expert in helping people get out of their own way to excellerate their results.

When it comes to our own success, we all need to get out of our own way, as we are often the number one thing inhibiting and prohibiting our own success. Debbie and Matt walk through one of her programs, From Frustrated to Focused – Mindset Strategies for Business Growth to help decipher some of the best ways you can step out of the way and let success happen.

Debbie professionally motivates, educates, and inspires professionals to discover what is holding them back. If you’re ready to tap into your own success, be sure to listen in today!

Links: Debbie Peterson

Episode 111 – Reaching the Right Audience with Sara Grillo

October 4, 2018Get to Know the Experts, Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 35:35 — 40.7MB) | Embed

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

October 3, 2018Get to Know the Expertstopadvisorm

Podcast: Play in new window | Download (Duration: 28:27 — 32.6MB) | Embed

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

October 1, 2018Get to Know the Experts, Marketing, Practice Mgmttopadvisorm

Podcast: Play in new window | Download (Duration: 24:39 — 28.2MB) | Embed

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

September 25, 2018FinTech, Get to Know the Expertstopadvisorm

Podcast: Play in new window | Download (Duration: 27:54 — 31.9MB) | Embed

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

September 20, 2018Get to Know the Expertstopadvisorm

Podcast: Play in new window | Download (Duration: 31:18 — 35.8MB) | Embed

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

September 18, 2018Get to Know the Expertstopadvisorm

Podcast: Play in new window | Download (Duration: 28:59 — 33.2MB) | Embed

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

September 14, 2018Marketingtopadvisorm

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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

September 12, 2018Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 36:38 — 41.9MB) | Embed

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

September 7, 2018Practice Mgmttopadvisorm

Podcast: Play in new window | Download (Duration: 32:22 — 41.2MB) | Embed

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 Marketing get things done, be sure to tune in today!

LINKS: Lisa Ferguson LinkedIn

Episode 102 – Behind the Scenes Marketing with Kaley Lewis

September 4, 2018Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 29:09 — 33.4MB) | Embed

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

Episode 101- Your Nifty Virtual Assistant with Michelle Wong

August 30, 2018FinTechtopadvisorm

Podcast: Play in new window | Download (Duration: 18:29 — 21.1MB) | Embed

It can be difficult to find the right people to support you as an adivsor. Creating a team that understands you and balances you skillsets often feels as though you’re asking a lot, especially if you’re limiting yourself to individuals who can come to your brick and mortar. Today Matt is sitting down with female entrepreneur and FPQP Michelle Wong to discuss her latest business and your solution to finding the perfect support system for your advisory firm.

Michelle is the founder and CEO of Nifty Advisor Support which offers a comprehensive virtual assistant program specifically tailored for RIAs. Nifty can assist your business with client service and operations, marketing and communication, and paraplanning. Michelle explores her process and methodolgy to providing RIA’s with the best service possible, at a minimal cost.

If you’re curious about how to improve your business without the hassel of creating a salaried position tune in with Michelle and Matt to explore the opportunities of Nifty Advisor Support.

LINKS: Nifty Advisor Support | Michelle Wong LinkedIn

Our 100th Episode with Michael Kitces

August 28, 2018Get to Know the Expertstopadvisorm

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Have you ever wanted the opportunity to pick the brain of a financial rockstar?

To celebrate our hundredth podcast, Matt was fortunate enough to sit down with the one and only Michael Kitces and do just that.

Many of you will recognize Michael’s name from his blog, Nerd’s Eye View, but he is also a partner and director at Wealth Management for Pinnacle Advisory Group and the co-founder of the XY Planning Network and New Planner Recruiting. If you haven’t found him through these avenues, you may have had the opportunity to hear Michael at one of his many speaking gigs (he rocks between 50-70 a year). With eight designations/degrees (yes, you read that correctly), Michael is one of our industry’s leading experts on everything from marketing to markets.

Michael discusses his initial foray into the blog scene, and how he’s grown in popularity and numbers through persistent writing and by creating high-quality content. Boasting over 200,000 unique viewers to his blog every month, Michael understands how to go from humble beginnings to superstardom.

Listen in today and discover what steps you can take to realizing your marketing dreams.

LINKS: Michael Kitces LinkedIn | Kitces.com

Episode 99- Holiday Touch Point Tips with Luke Acree

August 23, 2018FinTechtopadvisorm

Podcast: Play in new window | Download (Duration: 30:45 — 35.2MB) | Embed

You may not realize this… but the holidays are right around the corner. And now for many of us are first instinct is to be overwhelmed. With the holidays come so many other important obligations. But here at Top Advisor Marketing Podcast, we’ve been thinking ahead and we want to ensure our listeners are able to enjoy the holidays. Because really, it is a time to have fun and celebrate. But it’s also an important to for creating and delivering high quality pieces of communication.

Joining us today to discuss how to make your holiday schedule a little lighter is returning guest Luke Acree, President of ReminderMedia. Luke and Matt explore options for advisors that can be used during the holidays to ensure you’re keeping up your touch count, but also providing high quality content to your audience. Taking the time to investigate your plan and strategy today will make for an easier December.

Listen in today to learn how you can stroke one item off your Holiday-to-do-list in August!

LINKS: Reminder Media Podcast | Luke Acree

Episode 98 – Pleasing the Algorithm with Jessica Jackson

August 21, 2018Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 34:12 — 39.1MB) | Embed

This year has brought a lot of changes to our social media timelines. One of the key platforms that has experienced a dramatic shift is the tried and true Facebook. With everything that’s happened when it comes to newsfeeds and ad features, are you curious if you’re making the Facebook algorithm work for you?

Joining Matt today is one of Top Advisor’s in house Social Media Specialists and Copy Writer Jessica Jackson. Matt and Jessica dive into how you can please the algorithm by controlling the few key areas you can to ensure maximum reach. Jessica also shares some strategies to optimize your organic posts to receive maximum reach and discusses ways to engage your audience to further leverage your post.

LINKS: Jessica Jackson Linkedin

Episode 97 – Marketing Secrets with Kristen Judd

August 16, 2018Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 25:11 — 28.8MB) | Embed

On Top Advisor Marketing Podcast we are always looking for people who are doing something from a marketing perspective that is unique and different. We aim to provide our audience with a variety of techniques and strategies that can execute in their own offices to see their marketing transform into sales. Today’s guest brings experience and her own unique twist to creating sustainable and successful marketing. Joining us is Kristen Judd of Money Secrets and Five Rings Financial.

Kristen has successfully used pretty much every medium you can to market her business. From an attractive (and useful) website, to Facebook Pages/Groups, and a consistently active LinkedIn Campaign, Kirsten utilizes many of the tools every advisor has access to with an incredible success rate. Kristen offers her own insight into her use of Videos (both live and recorded) along with one of her key event campaigns, Wine, Women, and Wealth. Kristen has taken her marketing to a place where not only has she developed a successful business, but she’s also creating spaces to help women better understand their finances and their goals.

If you want to take your marketing and client experience to the next level, be sure to tune in the Kristen and Matt today!

LINKS: KRISTEN JUDD

Episode 96 – Next Level Niche with Marci Bair

August 14, 2018Get to Know the Experts, Marketing, Practice Mgmttopadvisorm

Podcast: Play in new window | Download (Duration: 27:13 — 31.2MB) | Embed

If you haven’t noticed, we love to talk about your niche on Top Advisor Marketing Podcast. Having a real and focused niche enables advisors to make a larger impact in their area of interest, and grow their business exceptionally well. In today’s episode we are diving back into niche financial planning with Marci Bair, President of Bair Financial Planning, and soon to be published author of the Social Responsibility Tool Kit.

With over 25 years of experinece working with female executives, LBGTQ+ communities, and progressive businesses, Marci understands just how crucial a niche is to a sustainable and profitable business. But how can you take this one step further? Matt and Marci dive into how you can undergo assessments and certifications to provide proof that you are operating and unique and one of a kind financial planning service. With a background in sustainable and socially responsible investing, Marci offers her unique input on the various ways you can undergo ESI/SRI certifications to ensure you’re business is not just planning, but operating in a financially sustainable fasion.

If you’re interested in learning how you can take your ESI/SRI business to the next level, or just want to know more about developing a strong niche market, listen in with Marci and Matt today!

LINKS: Marci Bair | Sustainable & Socially Responsible Investing 101 | Socially Responsible Investing Brochure

Episode 95 – The Sales Side of Business with Wes Schaeffer

August 11, 2018Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 27:14 — 31.2MB) | Embed

A major component of what we teach on Top Advisor Marketing is that marketing isn’t sales. And sales isn’t marketing. In order to best showcase this for our audience we’ve brought on an incredible new guest who’s breadth and understanding of sales is sure to leave you feeling educated and fired up about catching that next sale. Today Matt welcomes TedX speaker, author, and owner of the Sales Whisper, Wes Schaeffer.

Wes broke out on his own in the world of finance in 2009. Since then he has developed a sales teaching system that is designed to ensure advisors are able to make those big sales with integrity (and without the hard close and profanity). Wes and Matt dive into some of his sought after techniques to improve your sales strategy and system. Included in this episode is a FREE copy of Wes’ sales agenda. This product is the same one he uses every time he enters into a room with a prospect.

Never forget, the only way to grow your business is to grow your sales! Close 2018 with a strong final push and listen in with Wes today!

LINKS: The Sales Whisperer | Wes Schaeffer| Meet Wes |FREE Sales Agenda

Episode 94 – Empowering Women in Finance with Katie Burke and Bridget Grimes

August 8, 2018FinTech, Get to Know the Experts, Marketing, Practice Mgmttopadvisorm

Podcast: Play in new window | Download (Duration: 31:16 — 35.8MB) | Embed

Did you know that fewer than one in four CFP® professionals are women and it’s been that way for at least a decade? Financial planning can be a great place for women to work, grown and thrive. So, why is it not attracting more women? Its an industry about building relationships, problem solving, having control over your work and problem solving. All characterstics of a great field that should be appealing to both men and women.

Yet the continued male dominance has created a disparity in interest. Fortunately, on today’s espiode of Top Advisor Marketing Matt welcomes Bridget Grimes and Katie Burke, co-founders of Equita Financial Network, and two females in finance seeking to correct for that difference.

Bridget and Katie designed Equita to provide the support women aren’t getting from the male led firms that dominate the industry. Equita provides a variety of support systems to women financial planners including networking, scholarship opportunities, peer to peer mentoring, and professional development. It also has a fee structure system designed to reward women as they grow their firms. All of these strategies have been thoughtfully implements to help women become increasingly successful in the financial field.

In addition to running the Equita Financial Network, Bridget is a newly minted author of Corner Office Choices, and both Bridget and Katie manage their own financial planning firms.

To learn more about how Katie and Bridget are changing the way women work in finance, be sure to listen in today or check our Bridget’s new book, linked below.

LINKS: CORNER OFFICE CHOICES | Click here to listen to an exercpt of the book on iTunes | METHOD FINANCIAL PLANNING | WEALTH CHOICE

Episode 93 – Diversity and Inclusion in Finance with Robyn Pollack

August 3, 2018FinTech, Get to Know the Experts, Marketing, Practice Mgmttopadvisorm

Podcast: Play in new window | Download (Duration: 29:20 — 33.6MB) | Embed

When you look around the room at financial conference, it’s probably come to your attention that there just isn’t much diversity in the crow around you. You may not even need to be at a conference to notice the lack of diversity in the financial sector, you may be able to tell simply from looking at your office.

If this sounds like you, first off you’re not alone. And second, there are professional who can help you, such as this week’s guest, Robyn Pollack.

Robyn is the president and founder of Trellis Consulting. As a business strategist with an expertise in diversity and inclusion, Robyn increases financial return by teaching organizations to leverage their D&I Initiatives more effectively.Through years of experience working with businesses as a restructuring attorney, Robyn understands first-hand that business goals, objectives and strategies can only truly be achieved in a culture that is grounded in cultivating and valuing all stakeholders equally.

Learn more today on how you can ensure you’re promoting inclusion and diversity in your work place!

LINKS: MINDSET | ROBYN POLLACK

Episode 92 – Creating Space for Serving Women with Barbara Provost

August 3, 2018FinTech, Get to Know the Experts, Marketing, Practice Mgmttopadvisorm

Podcast: Play in new window | Download (Duration: 27:29 — 31.4MB) | Embed

Do you feel as though your firm might be missing something? Or more specifically, someone? For decades now, many of us in the financial service industry have ignored 51% of the population, AKA the women. Matt is joined today by Barbara Provost of Purse Strings, LLC and Provost Consulting to discuss how you can change this and what opportunities there are for advisors to best serve women.

Barbara is an expert on women. With a doctorate in education she has spent the past 25 years building financial education products. Her experience and background create an ideal space to assist women in growing in their relationship with money, along with connecting with to properly vetted professionals.

If you’re interested in how you can create a more female accesible practice to help women manage their wealth (who, by the way, are about 20 trillion dollars), Barbara has incredible thought leadership and insight to offer. Listen in today!

LINKS: www.pursestrings.co | www.bprovost.com | Barbara Provost

Episode 91- Values, Finance, and Sustainable Investing with Kimberly Griego-Kiel

July 26, 2018FinTech, Get to Know the Experts, Marketing, Practice Mgmttopadvisorm

Podcast: Play in new window | Download (Duration: 26:50 — 30.7MB) | Embed

One word we hear on repeat in the financial industry is niche. For many that means targeting a very specific population, whether that be people from a certain industry, company, or lifestyle. But have you ever considered breaking into the niche of sustainable finances? For many, SRI (Socially Responsible Investing) may just be a buzzword, but for today’s guest it’s a way of life and business.

In today’s episode, Matt is joined by a woman who not only walks the walk, but has also built a successful business when it comes to niche marketing and sustainable finance. Social advocate and financial planner Kim Griego-Kiel joins Top Advisor Marketing Podcast to share some of personally history with sustainable investing, along with the fundamentals.

Kim is the president of Horizon’s Sustainable Financial Services, and has been in the sustainable investing industry for over 20 years. Kim walks Matt through the fundamentals of how a sustainable financial services business operates, and how other advisors can adopt similar practice to create lasting client relationships and portfolios.

If you’re interested in learning more about how you can create a strong portfolio that reflects your client’s values and passions, this is an episode you won’t want to miss!

LINKS: www.HorizonsSFS.com| KIMBERLY GRIEGO-KIEL

Episode 90 – Striking it Niche with Stephen Wershing

July 24, 2018FinTech, Get to Know the Experts, Marketing, Practice Mgmttopadvisorm

Podcast: Play in new window | Download (Duration: 30:29 — 34.9MB) | Embed

In today’s episode Matt is joined by the coach to the advisors, Stephen Wershing of Client Drive Practice. Together, Matt and Stephen discuss the important difference between a target market and niche. While everyone has a target market (that is a group of people you are specifically trying to attract to your practice), many advisors are still falling short of developing a strong and sustainable niche in their target market. A niche on the other hand is a unique experience you create to attract some of the individuals in your target market. Stephen and Matt dive into the particulars of what it takes to develop a strong and viable niche to drive people to your firm, and develop a strong referral marketing system.

LINKS: LinkedIn | Becoming Referable Podcast| The Client Driven Practice | Stop Asking for Referrals

Episode 89 – Social Media Research With Julia Ritchie

July 20, 2018Get to Know the Experts, Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 25:15 — 28.9MB) | Embed

In today’s episode, Matt brings on one of Top Advisor’s inhouse social media expert, Julia Ritchie to share her recent findings on updates to all our of major Social Media Platforms. Julia has an advanced degree in digital media and communications, and has been an important addition to our team. With changes to everything from user interface, to ad formats and new features, Julia and Matt explore the changes that will be impacting your summer social media experience. If you’re interested insuring that your posts continue to please the algorithm, this is an episode you won’t want to miss.

Episode 88 – Should you be a Thought Leader?

July 20, 2018FinTech, Get to Know the Experts, Marketing, Practice Mgmttopadvisorm

Podcast: Play in new window | Download (Duration: 34:26 — 39.4MB) | Embed

How often do you encourter the words thought-leader in your daily consumption of content. As you might have guessed, it is a truisim that thought leaders tend to be the most successful individuals or firms in their respective fields. However, thought leadership can be so much more than that. Today, Kirk and Matt discuss if you have what it takes to become a thought leader. At Top Advisor Marketing, being a thought leader goes beyond the basic definition. It’s not a pedigree. It isn’t where you went to school. Thought leadership means you provide the best and deepest answers to your customer’s biggest questions in the format your audience likes best. If you’re ready to task yourself with becoming a thought leader, listen in today to find out how you can use what you know and who you know to take your expertise to the next level.

RESOURCES: Russ Alan Prince and Bruce Rogers – ContributorBlog Post: What is a Thought Leader?

Michael Brenner Article: What Is Thought Leadership? And When You Should Use It?

Episode 87 – Influences vs Strategic Partnerships with Gwynn & Joanne

July 6, 2018FinTech, Get to Know the Experts, Marketing, Practice Mgmttopadvisorm

Podcast: Play in new window | Download (Duration: 29:02 — 33.2MB) | Embed

Today, Matt Halloran brings on two former guests Gwynn Sharick-Elberson and Joanne Giardini-Russell from Boomer Health Group. Gwynn and Joanne guide you through determining your Influencers vs Strategic Partners and how you can use strategic partnering to grow your practice. While influencers are often about uplifting and providing you with tools to get strategic partners, and Gwynn and Joanne are here to make sure you capitalize on grabbing those partnerships to reach your next goal as a financial advisor.

Tune in to listen to Gwynn and Joanne, who’s thought leadership will help you better understand and utilize both types of relationships!

Boomer Health Group

Episode 86 – The Power of Social Media with Heather Wilson

July 6, 2018FinTech, Get to Know the Experts, Marketing, Practice Mgmttopadvisorm

Podcast: Play in new window | Download (Duration: 26:52 — 30.7MB) | Embed

Today, Matt Halloran brings on Heather Wilson from SEI to discuss the power of Social Media and financial advising. At SEI, Heather is a social media manager who is responsible for overseeing multiple advisor accounts, giving her the real world experience to provide credible advice for you. Heather takes listerens on a guided tour of her world, and how she capitalizes on social media. With that in mind, Heather and Matt discuss what you can be doing NOW to reach out to your audience and grow a stronger relationship for those who follow you.

Tune in to find out how to manage your social media so that you can maximize your outreach!

LINKS: Heather Wilson | 5 Tactics to “Untroll” Your Online Trolls

Episode 85 – WOW Website Formula

June 29, 2018Get to Know the Experts, Marketing, Practice Mgmttopadvisorm

Podcast: Play in new window | Download (Duration: 36:38 — 41.9MB) | Embed

Today, Matt Halloran and Kirk Lowe discuss what it takes to make a great website. Great websites are made up of multiple components. To get that great website feel you have to want it, and understand the crucial role it plays in any business. You need to spend time to make sure your website has clear communication, and is focused on inspiring and driving referrals. Matt and Kirk are here to give you the proper keys to unlocking your websites potential.

Tune in to find out how you can use the WOW Website Formula to form a stronger communication to your clients and potential customers!

Top Advisor Marketing | WOW Website Formula

Episode 84 – Getting to Know Justin Koehler

June 29, 2018FinTech, Get to Know the Experts, Marketing, Practice Mgmttopadvisorm

Today, Matt Halloran brings on a friend and a past colleague, Justin Koehler. Justin is the Director of Sales at Fusion Capital Management and is bringing some marketing tactics and insights that will help you free up your time so that you can be more efficient with marketing. Justin goes personal and explains his goals, what empowers him, and also how you should be always changing, evolving to become a better you.

Tune into this episode to learn more about marketing, yourself, and how Justin has evolved. Just like you should!

LINKS: JUSTIN KOEHLER | FUSION CAPITAL MANAGEMENT

Episode 83 – Karim Rashwan – Digital Age Marketing!

June 21, 2018Get to Know the Experts, Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 25:20 — 29.0MB) | Embed

Today, Matt Halloran and guest Karim Rashwan from Advisor Stream discuss the growth of Advisor Stream and how the digital age is an important outlet to grow you practice. Linkedin, Twitter, YouTube, and Facebook to name a few are the newest tools to take you to the next level. Karim dives deep on digital marketing and the scalability of this digital age for advisors and how you can execute properly and keep up with the times!

Tune in to meet Karim, and how you can grow your practice with digital marketing!

Top Advisor Marketing

Episode 82 – The 7 Dynamic Digital Prospecting Techniques: Part 7

June 19, 2018Marketing, Practice Mgmttopadvisorm

Podcast: Play in new window | Download (Duration: 18:11 — 20.8MB) | Embed

On this final installment of the series, Matt Halloran and Kirk Lowe talk about that sought after level of internet success – going viral!

One of the best way to do this is to pay attention to how other viral pieces are blowing up and grab those important pieces content to formulate your own. But even with great thought leadership, you have to get your blogs out there! So, the most important part to going viral is setting up your nurture sequence so that you can show value to your prospects. The goal is to engage an audience and become a positive marketing piece to leverage yourself. Social media is also a very important piece to your prospecting and you will want to utilize all the features on all platforms. Tagging, mentioning, and hashtags are just the few that can help you target your audience, and engage them in your practice.

Tune in to find out how you can set yourself up to engage audiences and set yourself up to be a viral hit. You don’t want to miss out on this powerhouse of an episode.

Top Advisor Marketing

Episode 81 – Don Whalen: Precise Advising!

June 14, 2018Get to Know the Experts, Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 26:55 — 30.8MB) | Embed

Today, Matt Halloran introduces the Top Advisor Community to Don Whalen. Don is a registered CFP and Co-Founder of Precise FP. Don isn’t your ordinary CFP, and provides a unique view of working with advisors. His inspiration for work? Engaging his audience while also helping his clients do the same. Don strives to help financial advisors step-up their practice, and paving the path for those that want to present great content to their desired communities.

Tune in to find out more about Don, what he does, and how he can help you reach your advisor goals!

You don’t want to miss out on this episode!

Top Advisor Marketing

Episode 80 – The 7 Dynamic Digital Prospecting Tactics: Part 6

June 12, 2018Marketing, Practice Mgmttopadvisorm

Podcast: Play in new window | Download (Duration: 8:55 — 10.2MB) | Embed

Today, on the sixth instalment of the 7 Dynamic Digital Prospecting Tactics, Matt Halloran and Kirk Lowe discuss the importance of writing a blog!

Kirk has been writing blogs for years and knows the ins and outs of a blogs success. He’s got some tips for you to ensure your blogs are read and shared widely. The importance of blogging is that you can receive great feedback from your community, but also gain more traffic to benefit your SEO. Invite guest bloggers, and share conservatively. Your thought leadership matters and blogs are a great way to showcase what you know.

Tune in to find out how you can benefit from starting a blog!

Top Advisor Marketing|9 Best Practices For Your Advisor Blog|5 Steps to Creating Great Financial Content|

Episode 79 – Joseph Merlino & Value Creation

June 12, 2018Get to Know the Experts, Marketing, Practice Mgmttopadvisorm

Podcast: Play in new window | Download (Duration: 28:16 — 37.0MB) | Embed

In today’s episode, Matt Halloran introduces Joseph Merlino who is here to guide you through value creation. When you think of the word value what do you think of? For many financial advisors it can be difficult to identify values, let alone share the with others. But there is help! Joseph wants to show you some effective ways to show more value to your clients and potential prospects so that they know their getting the best services possible.

Tune in to find out how you can create more value, and sharpen up your processes with your clients!

Emergent Business Website|Email Joe| LinkedIn

Episode 78 – The 7 Dynamic Digital Prospecting Techniques: Part 5

June 6, 2018Marketing, Practice Mgmttopadvisorm

Podcast: Play in new window | Download (Duration: 9:48 — 11.2MB) | Embed

Today, on the next instalment of the 7 Dynamic Digital Prospecting Tactics, Matt Halloran and Kirk Lowe discuss the value in a white paper. A white paper is a persuasive, authoritative, in-depth report on a specific topic that presents a problem and provides your solution. This is an important part to practice, as a white paper can establish credibility, and attract more traffic to your website and services. It’s important to share the white paper, and make it a downloadable piece so that prospective clients can view and solidify your position.

Tune in to find out how you can use a white paper to spark some movement in your practice!

Top Advisor Marketing

Episode 77 – Larry Miles – It Starts With Culture

May 31, 2018Get to Know the Experts, Practice Mgmttopadvisorm

Podcast: Play in new window | Download (Duration: 22:21 — 25.6MB) | Embed

Today, Larry Miles, a principal at AdvicePeriod talks about what most financial advisory firms get wrong in customer experience. Luckily, as a firm this is something you can take control of and change. Culture, Technology, and specifically your team can help boost morale and create memorable customer experiences that will separate your firm from the rest. Part of this is continuously adapting and changing with the times. When you’re upgrading your firm’s technology, and focusing on connecting with customers, you will only be propelled further.

AdvicePeriod lives by the quote “If culture doesn’t fit, nothing else matters”, you should too.

Tune in to find out how you can grow your company culture, and create rewarding experiences for both your team and your clients.

AdvicePeriod for Advisors | AdvicePeriod

Episode 76 – The 7 Digital Prospecting Techniques: Part 4

May 31, 2018Get to Know the Experts, Practice Mgmttopadvisorm

Podcast: Play in new window | Download (Duration: 14:45 — 16.9MB) | Embed

Do you have a facebook page? Struggling to find your audience?

Today, Matt Halloran and Kirk Lowe discuss the importance of social media and using Facebook as a medium to reach your audience. Facebook is a platform that can showcase your personality, and most importantly your vision. The platform itself is a gateway to transparency, which can allow your audience to have a personal connection with you and your practice. Matt and Kirk discuss how character, personality, and balancing your expertise can help mould your network and establish a connected community.

Tune in to find out how you can manage Facebook, and become an online influencer!

Episode 75 – White Glove Workshops: Seminar Marketing

May 28, 2018Get to Know the Expertstopadvisorm

Podcast: Play in new window | Download (Duration: 26:52 — 30.7MB) | Embed

Today, Matt Halloran is joined by Mike Thurman to discuss White Glove Workshops and how they can transform you into a seminar master. As many in the financial industry know, seminars are a crucial way for you to share your voice and grow your prospects. But for some, speaking in front of crowds of people is difficult to do. Mike Thurman has completed thousands of seminars helping everyone from medical to financial, and creates impactful leadership thinkers to make sure you are getting the best out of your seminar.

If you’re struggling to drive in leads when you host a seminar, tune in today to find out how you can use White Glove to achieve your prospecting dreams.

LINKS: MIKE THURMAN | WHITE GLOVE WORKSHOPS

Episode 74 – 7 Dynamic Digital Prospecting Techniques: Part 3

May 28, 2018Get to Know the Experts, Marketing, Practice Mgmttopadvisorm

Podcast: Play in new window | Download (Duration: 14:26 — 16.5MB) | Embed

Have you ever thought about starting your own Podcast?

Today, Matt Halloran and Kirk Lowe talk about how to elevate your practice with podcasting! Podcasting is a great way to share your vision to an audience. Here at Top Advisor, we want to show you how you can shape your talent, and your voice to be a successful catalyst in your field. Doing some homework, and developing your podcast connections will allow you to find your community. You do not want to miss out on today’s podcast.

Do you want to know how to kickstart your podcasting career?
Grab the Top Advisor Marketing Podcast Guide: Here

Episode 73 – 7 Dynamic Digital Prospect Techniques: Part 2

May 18, 2018Marketing, Practice Mgmttopadvisorm

Podcast: Play in new window | Download (Duration: 13:12 — 15.1MB) | Embed

Do you want to connect with other podcasters?

Today, Matt Halloran and Kirk Lowe discuss one of the most important techniques; being a podcast guest! It is important that you connect with other podcasters and cross-promote to become a more prolific voice in your community. Your thought leadership needs to be heard, and working with others that share the same influence will generate growth, and activity to your practice. It’s also an incredible way to give back to your community, and maybe find a few of your own podcast guests!

Tune in to find out how you can connect with others podcasters in your field!

Episode 72 – Willa Silver – Good Referrals, Good Sales!

May 11, 2018Get to Know the Experts, Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 29:33 — 33.8MB) | Embed

Today, Matt Halloran is joined by Willa Silver, a talented sales professional with over 35 years of experience specializing in advisor practices. Willa recently became the owner of “New Language of Sales”, which is a coaching service that helps new time salesman find their feet in the industry.

Together, Willa and Matt discuss the importance of referrals and good marketing. Getting referrals starts with your attitude, your approach, and your consistency to practice. For some, it is hard to ask someone else for referrals in fear of feeling incompetent. But no fear, Willa is here to direct you in the right direction and show you how you can become a strong connector and influencer in your practice.

Tune in to find out how you can gather more referrals, and be a connector within your community!

LINKS: WILLA SILVA

Episode 71 – The 7 Dynamic Digital Prospect Techniques: Part 1

May 3, 2018FinTech, Marketing, Practice Mgmttopadvisorm

Podcast: Play in new window | Download (Duration: 14:32 — 16.6MB) | Embed

Welcome to the first installment of the 7 Dynamic Digital Prospect Techniques with Matt Halloran and Kirk Lowe. These techniques are 7 tried and true methods Matt and Kirk want to share with you to help you grow your prace. In their first segment, Mattand Kirk discuss the value of increasing your LinkedIn connections. LinkedIn can be an incredible marketing tool for advisor if used effectively. It’s important to understand the value of creating conversations and gaining influence in your network to build momentum. With time and diligence you can generate enough interest for people to reach out to you in search of your expertise. Creating this kind of online community is one of the many ways to create a dynamic digitial presence and strong customer relationships.

Tune in to find out how you can use LinkedIn to reach your audience!

Episode 70 – 10 Commandments of Investing

April 27, 2018Get to Know the Experts, Practice Mgmttopadvisorm

Podcast: Play in new window | Download (Duration: 24:31 — 28.1MB) | Embed

Today, Matt Halloran interviews Daniel Crosby, a P.h.D graduate and the author of “The Laws of Wealth”. Daniel and Matt discuss the 10 commandments of investor behaviour that every investor should live by. Changing your behaviour, and reapproaching investing with a stronger mindset, will allow you to invest and focus on managing your fees, setting aside money, and diversifying your assets, instead of focusing on other extremities that don’t apply to you and your portfolio. These steps will allow you to manage what matters most instead of getting lost in your investing emotions.

Tune in to find out what you can do to change your behaviour to become a better investor.

Website – www.nocturnecapital.com

Newest Book: The Laws of Wealth

Money, Mind and Meaning – Podcast

Episode 69 – Speaking directly with your ideal audience with Tom Poland

April 21, 2018Get to Know the Experts, Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 30:26 — 34.8MB) | Embed

99% of your marketing messages are probably getting ignored.

Tom Poland, a well known author and marketing official discusses why your marketing messages are just not working. Learn the process on how to be a more effective communicator, so that you can become a unique identity in your market.

Tune in to find out how you can cut through to your audience and reach more clients.

LINKS: TOM POLAND | LEADSOLOGY

Episode 68 – The Business Model for Lead Advisors

April 12, 2018Get to Know the Experts, Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 34:16 — 39.2MB) | Embed

Are you ready to get off the treadmill and have more energy and free time?

Do you find it difficult to say no to a client, even when they are not the ideal client for your business? Or do you find you are spending a lot of time training junior advisors, and not spending enough time focusing on the clients you love to work with?

In this episode Matt and Kirk explore 3 Categories of your business model may fall into, and what you can do to help change your business model so you can optimize your time and work with the clients you love to work with!

Sometimes you have to take a big step back to take a big leap forward.

—–

3 Categories:

– Too Many Clients/Volume Model, Jr. Advisor Model

– Too Many Client Types

– Too Wide of A Niche

Find opportunities to work with other advisors to get things done and refer the clients that do not fit your niche market

Matt and Kirk discuss the 80/20 rule and how it is important to spend the necessary time working with ideal clients. Work with the clients you love.

Episode 67 – How to Overcome Adversity with Dr. Jack Singer

April 11, 2018Get to Know the Expertstopadvisorm

Podcast: Play in new window | Download (Duration: 27:05 — 31.0MB) | Embed

Matt and Kirk are joined by returning guest, Dr. Jack Singer to discuss how to overcome adversity in your practice. So many of us today struggle with fears and negitive thoughts in our personal and professional lives. However, are you considering how these thoughts can impact your performance and success within your practice?

Dr. Jack shares his 7 step process on how to identify triggers for these adverse thoughts and what YOU can do to overcome them. Through the power of positive self talk, you can learn to re-phrase the messages from your mind in a positive manner, and use that energy to create lasting business and personal success.

The first steps begin with you. If you’re asking yourself if you need help, or who is someone that believes in your, or you’re simply ready to bring your head 100% into the game, listen in today!

Free Consulation 949-481-5660

LINKS: LATEST e-COURSE | DR JACK SINGER

Episode 66 – The Power of a Niche

April 5, 2018Get to Know the Experts, Marketingtopadvisorm

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Matt is joined by entrepreneur, and coach Chris Hines, to discuss the power of a niche in developing your business. Chris is an expert on doing what you love, and increasing productivity in your business. Often doing what you love is a both a specific and general thing. As a financial advisor you may love helping people, but in specific terms you love helping baby boomer retirees who worked in finance. Sound specific? The deeper your niche is, the easier it is to eventually sell your product. Chris describes how you can begin to target audiences and specific people to create a strong and lasting connection with your client. And ultimately maximize your results.

Tune in to find your market.

Episode 65 – The Mindset of a Sales Champion

April 5, 2018Get to Know the Experts, Marketingtopadvisorm

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For the first time in the shows history, Matt and Kirk are diving into the topic of sales. Now this isn’t a podcast about the terrifyingly vauge world of sales. The title of this podcast tells it all, we are here to provide you with the basis to begin your own Mindset of a Sales Champion. To help you start the process, we are are joined by Eric Lofholm key note speaker, sales trainer, published author and the owner and president of Eric Lohfolm International.

In our culture there is a stigma of sales. When we think of a sales person we often think of that greasy car salesmans who twists your arm into buying your next lemon on wheels. However, in the world of financial advisors, if you aren’t willing to become an active sales person and explain to people the necessity of your services you can be missing out on the opportunity to double your income stream.

With Eric’s help you can learn how to overcome your fear of being a “sales” guy, and how to simple technqiues can change the way you and your clients view sales.

LINKS: ERIC LOFHOLM | ERIC LOFHOLM INTERNATIONAL

Episode 64 – Medicare Marketing for Complete Client Offering

April 2, 2018Get to Know the Experts, Marketing, Practice MgmtBoomer Healthcare Group, Gwynn Sharick Elberson, Joanne Giardini Ruseell, marketing, Medicaretopadvisorm

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Matt and Kirk are joined by an incredible duo from the financial industry, Joanne Russell and Gwynne Elberson. Joanne is the owner and operator of Boomer Healthcare Group where she along with Gwynn are Medicare specialists. Today with Matt and Kirk, Joanne and Gywnn explain how YOU can use Medicare to market you services and differentiate yourself from the competition. Joanne and Gwynn detail their personal successes with Medicare marketing, and provide some step by step information that you can use to start creating a complete service today.

LINKS: JOANNE GIARDINI RUSSELL | GWYNN SHARICK ELBERSON | BOOMER HEALTHCARE GROUP |

Episode 63 – Behavioral Finance with the Emotional Investor

April 2, 2018Get to Know the Experts, Marketingtopadvisorm

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Jay Mooreland, the founder of the Emotional Investor, joins Matt today to discuss behavioral finances. Titled by Matt as the “investor of all investors”, Jay’s career began as a CFP then developed into becoming a behavioral coach. With the recent market dips, emotions are back playing a major role in the financial markets, and this is an epsiode you won’t want to miss!

LINKS: JAY MOORELAND | THE EMOTIONAL INVESTOR

Episode 62 – Total Client Engagement with Duncan MacPherson

April 2, 2018Get to Know the Expertstopadvisorm

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In what may be our most organic podcast to date, Matt is joined by President and CEO of Pareto Systems, Duncan MacPherson. In addition to his incredible business, Duncan is also the author of “Advisor Playback” one of the most sought after books on the market when it comes to being a financial advisor. In this uniquely style podcast, Duncan is excited to bring our listeners a consultation and actionable process, rather than a lecture.

Matt and Duncan dive into the changing philosophy of advisor mindsets, along with the evolving process involved being a quality financial advisor. Duncan offers an extensive understanding of these changing practices, along with reliable content you can execute in your current practice to ensure you’re working towards your future self. If you want to be satisfied with you business, and have satisified clients, you need to be practicing TOTAL CLIENT ENGAGEMENT. Duncan’s revolutionary system for considering client satisifaction may be the key to turning around your business. Listen today!

LINKS: DUNCAN MACPHERSON | TOTAL CLIENT ENGAGEMENT | THE ADVISOR PLAYBOOK

Episode 61 – The Myth of Multitasking with Dave Crenshaw

March 19, 2018FinTech, Get to Know the Experts, Marketingtopadvisorm

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Matt and Kirk are happy to welcome back returning performer Dave Crenshaw to Episode 61! Dave is the master of building productive leaders, and has appeared in Time Magazine, USA Today, Fast Company and BBC News. In addition to his business as a key note speaker, and his sought after LinkedIn Courses, Dave is a three time author, including the best selling time management book The Myth of Multitasking. In today’s episode, Dave dives into some of the key components of his book including the science behind multitasking, how to handle people who claim to multitask, and what’s the best way to move away from your old multitasking ways. If you’re ready to improve your productivity and get focused, listen in today!

LINK: DAVE CRENSHAW | DAVECRENSHAW.COM | THE MYTH OF MULTITASKING

Episode 60 – 5 Media Relation Tools for Advisors

March 15, 2018FinTech, Get to Know the Experts, Marketingtopadvisorm

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As an advisor, you may consider interacting with the media a personal nightmare. Trying to understand rhyme or reason to what story make the news cycle, or who picks up your latest endevor can leave anyone frustrated. But don’t give up on the media yet! Matt and Kirk had the opportunity to sit down with Bill Bongiorno, a PR gladiator with decades in the business. Together, the three of them discuss 3 simple tools that can change your life when it comes to getting in front of the media. Whether you’re looking to be the next guest on your regional financial radio show, or your wanting some coverage from the local paper on your latest charitable event you’re going to want these 5 tools in your arsenal today!

LINKS: HELP A REPORTER | PRESS RUSH | CONNECT WITH BILL

Episode 59 – For the Women with Patti Morrison

March 8, 2018FinTech, Get to Know the Experts, Marketing, Practice Mgmttopadvisorm

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Matt and Kirk are joined by returning guest Patti Morrison! Patti is an image strategist, and in this very important podcast discusses ways women can build and maintain a business casual closet. One of Patti’s passions is helping women find a wardrobe that works for them. When it comes to business attire, it’s a man’s world. A suit solves everything. But women often have a lot more choices when it comes to business attire which often causes more problems then it solves.

Patti breaks down for us the 10 key components to women’s business attire, so that your whole life isn’t about maintaining a wardrobe. With the help of Patti, you can plan to look like a 10 today!

LINKS: IMAGE STRATEGIST | PATTI MORRISON

Episode 58 – Where to find High Net Worth Women

March 6, 2018FinTech, Get to Know the Expertstopadvisorm

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Paulette Filion and Judy Paradi of StrategyMarketing.ca join Kirk and Matt to discuss their new advisor course “THE ART OF ACQUIRING FEMALE CLIENTS”. Many advisors struggle to find high net worth women, let alone convert them into clients. The art of prospecting female clients requires a different strategy and tool kit in order to be successful. Judy and Paulette discuss some of their tips to creating lasting female to advisor relationships, bringing case studies from real world experiences. If you’re looking to develop a larger business relationship with high net worth women, you’ll want to listen in today!

LINKS: JUDY PARADI | PAULETTE FILION | STRATEGY MARKETING | ARE YOU AS FEMALE FRIENDLY AS YOU THINK

Episode 57 – Prospects, Social Media, and The Best Brand with Jay Coulter

March 2, 2018FinTech, Get to Know the Experts, Marketing, Practice Mgmttopadvisorm

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Have you ever questioned the value of social media in your business? Or used the excuse that your prospects don’t use social or that you don’t know what to say? Everyday people are filled with doubts about the value of their work, and in the financial advisor world, every dolar you spend on marketing you need to bring in 5 more in revenue. Joining Kirk and Ray is brand and social media specialist Jay Coulter. Jay has over 20 years in the financial industry, and currently works for R.C. Whatley & Company and Pinger Systems. In addition to a full career and long list of credientials, Jay is the host of his own podcast, The Resiliant Advisor. Today, Jay, Kirk and Matt dive into the value the social media as a tool for social advisors. Jay has expenerience building brands that have over 200,000 social media followers, along with developing systems to help every day advisors become their own social media gurus. If you’re still on the fence about social media, or have decided to dive in but don’t know where to turn next, listen in to this episode and begin to take your social media marketing to the next level! LINKS: JAY COULTER | The RESILIENT ADVISOR | PINGER SYSTEMS

Episode 56 – Win New Customers with Jean Ginzburg

February 22, 2018Get to Know the Experts, Marketing, Practice Mgmttopadvisorm

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As many of you know, Matt and Kirk are digital marketing fantatics. And they know they have to bring in fresh new ideas to provide our listeners with the most relevant and hot information about why you need a bigger and better digital marketing footprint. And what better way to give you the information you need then to host digital marketing expert Jean Ginzburg! Jean is an Amazon best selling author of “Win New Customers: How to Attract, Connect, and Convert More Prospects into Customers in 60 Days Using Digital Marketing”, which has recently been featured on Forbes.com and the Huffington Post. In her ground breaking book, Jean brings to readers a refined and perfected system, that teaches the industry about their potential to use digital marketing to generate real business. Matt and Jean dive into the book covering Jean’s philosophies, the why’s behind her decision to write, along with highlighting some of the incredible content Jean offers. For anyone interested in learning more about digital marketing, Jean is the expert you need in your life, and this podcast is your first step in learning more! Links: JEAN GINZBURG WIN NEW CUSTOMERS

Episode 55 – Digital Content Marketing with Bryan Muir

February 16, 2018FinTech, Get to Know the Expertstopadvisorm

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Digital Content Marketing Expert Bryan Muir joins Matt in this latest episode. Bryan is the Head of Sales at AdvisorStream, an automated digital business platform that allows you to deepen client relations and capture new business using the latest credible and engaging content. While Bryan takese listeners through a brief explanation of his software, Matt and him also dive into why financial advisors NEED to understand much more clearly the power of good digital market. With tools like AdvisorStream, it’s easier than ever to get the content you need to drive leads and referrals today! LINKS: Bryan Muir | AdvisorStream

Olympic Special – The Mindset of an Olympian with Paul Kingsman

February 13, 2018FinTech, Get to Know the Experts, Marketing, Practice Mgmttopadvisorm

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Welcome to our Olympic Special Podcast! Matt and Kirk are joined once again by Olympian Paul Kingsman. Matt and Paul dive into discussing the mental mindset of Winter Olympic athletes and how you can use some of same tools to become an unstoppable financial advisor. In order to take your determination and athletisism to the Winter Olympics, you have to put everything on the line everyday. When your sport incorporates fast speeds, ice, and blades, it can be do or die. And advisors need to start thinking of their business that way, there is no place for a B game in the financial world. Paul provides incredible tools and tips for improving your mental strength and focus to turn your business into a game change. In addition to his Olympic success, Paul is a renowned key note speaker, business coach, and the author of The Distraction Proof Advisor.

Episode 54 – Offer Something Truly Unique and Different with Abby Schnidermann and Harris Scher

February 1, 2018Marketingtopadvisorm

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In this lastest episode, Matt is joined by Co-Founder and CEO of EverPlans Abby Schnidermann and her Senior Sales Associate Harris Scher. EverPlans is one of the leading resources for organzing wills and trusts to be left behind to your loved ones. As a finanacial advisors it’s improtant to separate yourself from the advisor down the street, with a service like EverPlans you can set the stage to provide an all encompassing end of life service, provided by a truly exceptional company.

LINKS: EVERPLANS | ABBY SCHNIDERMANN | HARRIS SCHER

Episode 53 – Andrew Saksa & Luke Acree: Key to Building Generational Relationships

January 25, 2018Marketingtopadvisorm

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You’re hearing about this at every broke dealer conference and it’s all over the financial news- there are massive movements of wealth between generations. The difficulty is, how do you grow a relationship between generations to ensure your continued management of that wealth? Matt and Kirk are joined by ReminderMedia’s Andrew Saksa and Luke Acree to discuss relationship marketing. With over a decade of experience, they have built their business around creating touch points for advisors that allow the advisor to build a relationships that will strengthen their practice. Andrew & Luke break down the importance of developing strong marketing to increase access to that generational wealth that can be so ellusive.

LINKS: Andrew Saksa | Luke Acree | Reminder Media

Episode 52 – 5 Things Clients ACTUALLY Care About: Preparing for an Awesome 2018

January 18, 2018Marketingtopadvisorm

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Are you really aware of what your clients care about and need? Matt is joined by Sonya Dreizler to discuss the 5 things clients ACTUALLY care about. Financial advisor will often base the cares of their clients on their own personal cares, which often leaves them presenting clients with information or action that doesn’t resonate. By incorporating these 5 things into your practice, you will be able to give clients the expereince they need to ensure their continued satisfaction and happiness.

Links: Kurtosy Blog Post | SONYA DREIZLER

Episode 51 – Bill Good

January 11, 2018Marketingtopadvisorm

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Long time marketing expert Bill Good joins Matt in our latest episode to discuss his Bill Good Marketing method. In addition to his marketing method, Bill is the author of “Hot Prospects”, one of the pinnacle prospecting book in the financial world. Bill broke into the world of finance through a telephone selling job where he begin to learn the basics of marketing, and from there the rest is history. Bill is one of the leading experts in marketing, and has been in the business for decades which has given him a wealth of knowledge to share. Listen in today to learn more about Bill and his incredible marketing system.

LINKS: BILL GOOD | BILL GOOD MARKETING

12 Days of Marketing – Episode 12 Events!

December 22, 2017Marketingtopadvisorm

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In our final episode of the 12 Days of Marketing, Matt is talking about the importance of events to advisor marketing. It’s fairly common in the financial world to hold dinners, lunch and learns, or bring a friend event. But are you getting the most out of these events every time? Matt has some tips for taking your event up a notch, securing butts in seats, and making your financial events so fun people will want to bring a friend along! Make sure your hosting the right events in 2018 to get your desired results!

12 Days of Marketing – Episode 11 Nurture Sequences

December 21, 2017Marketingtopadvisorm

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In this episode of the 12 Days of Marketing, Kirk dives into nurture sequences, examining the questions: How do you nuture your leads digitally? Why is it important? And what is it? Nurturing leads is best described as building a relationships with customers currently not ready to buy but who could be an ideal customer. It’s an easy way to keep your foot in the door and set the foundation for a relationship that can last a lifetime.

12 Days of Marketing – Episode 10 Developing Your Social Media Strategy

December 20, 2017Marketingtopadvisorm

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So you’ve got the website and you’ve proven your brand and expertise through a white paper, podcast, or blog. Now the question remains – how do you ge tthat information out there? Matt is here to explain the important role of social media in finding ideal prospects online. Getting social can be scary, but it’s critical to building your business and getting your brand out there.

12 Days of Marketing – Episode 9 Building a Role Specific Website

December 19, 2017Marketingtopadvisorm

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Is your website a workhorse? Does it explain your brand and business effectively and turn google searches into ideal prospects? Web design is paramount in today’s digital world, but too many advisors find themselves working with website that no longer meet today’s design demands. Kirk explains the necessary steps to making your website optimal for a financial advising.

12 Days of Marketing – Episode 8 Starting a Vlog

December 18, 2017Marketingtopadvisorm

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Now that we’ve covered the basics of white papers, and podcast, Matt has your next step in technology and content creation – Vlogs. Video logs allow you the ability to get the same great content from your podcast available to your current and prospective clients, but with the added bonus of having a visual component. Vlogs give you the ability to create a faux “Face to face” experience with potential clients. They also allow you to use white boards, and diagrams to further emphasize your points. Matt covers it all in final piece of proving your brand and expertise.

12 Days of Marketing – Episode 7 Starting a Podcast

December 18, 2017Marketingtopadvisorm

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Building your brand and expertise just got easier. In this episode Matt is here to explain the value of podcasting for financial advisors. Podcasting is a quick and easy way to develop your brand and expertise, and provide potential clients with plenty of content to get to know you before they walk in the door. Why not give them a taste of your knowledge beforehand, and save yourself some of the selling? If you want more information about podcasting, check out our white paper or our infosheet, linked below.

LINKS: A Complete Guide to Starting a Podcast | Podcasting

12 Days of Marketing – Episode 6 Drafting Your White Paper

December 16, 2017Marketingtopadvisorm

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You’ve built an entire business around your expertise… but do your potential clients know what makes you different? In the second piece on proving your brand and experise, Kirk is here to talk to you about the importance of a White Paper. Having written over 20 white paper’s on his own, he’s here to give you the pieces necessary to begin writing your own paper. Once you have that white paper fresh off the press, it’s also important to know how to use it. As a white paper expert, Kirk has everything you need to know to make your first paper a success. For more informtion check out the free resources listed below.

LINKS: Anatomy of a White Paper

12 Days of Marketing – Episode 5 Your Financial Planning Process

December 15, 2017Marketingtopadvisorm

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This episode is part one of three in the 12 Days of Marketing that discusses proving your brand and expertise. In part one, Matt dives into explaining the importance of having a well established (and designed) Financial Planning Process. This is one of the many pieces to the puzzle in proving your expertise. This plan should be align with your company’s story and brand and give your potential clients a clear view of what makes your company different. Listen in today!

12 Days of Marketing – Episode 4 Packing Your Message Into a Brand

December 14, 2017Marketingtopadvisorm

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Do you struggle to tell people what makes your financial advisor business different from all the others? In this Episode, Kirk explains the fundamentals of packinging your message (those key concepts and phrases) from simply words on a page to a brand people know and recognize. To help you further define these conepts, Kirk has included 3 important resources to help you find your brand for 2018.

LINKS: 30 Ways to be Different | Brand Impact Assessment | Brand Discovery Matrix

12 Days of Marketing – Episode 3 Defining Your Ideal Client

December 13, 2017Marketingtopadvisorm

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In Episode 3 of the 12 days of marketing, Matt dives into defining our ideal client. Who fits your mold to enter into the lifelong partnership that takes place between a financial advisor and their client? If you don’t know who you’re looking for, how will you know if you have them? Matt breaks down the key steps to discovering who is perfect for your business, and what it takes to get them.

12 Days of Marketing – Episode 2 The Difference Between Marketing and Branding

December 12, 2017Marketingtopadvisorm

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In Day 2 of the 12 Days of Marketing, Kirk is going to walk you through the critical differentiation of branding and marketing in your business. The key message of this podcast is that it is crucial to pull your branding out of marketing, and understand that your brand is your story. You need to know why your different, and what your value is before you can expect any prospective clients to know that.

12 Days of Marketing – Episode 1 Your Marketing Mindset

December 11, 2017Marketingtopadvisorm

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This holiday season, Matt and Kirk are offering up 12 podcasts to help you prepare your business for 2018 with your best marketing plan yet! In the preimer episode of the 12 Days of Marketing, joing Matt and Kirk as they dive into developing your marketing mindset. Understand tactics that work for your business to help you build trust and brand awareness, while leaving behind any ineffective tools in 2017. Want more information about how to kick ass in 2018? Download a copy of our white papers today – they’re free!

LINKS: DEATH BY REFFERALS | THE FUTURE OF REFERRALS

Episode 50 – Tony Vidler and the Fee Based Advisor Model

December 11, 2017Marketingtopadvisorm

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In our 50th episode of Top Advisor Marketing, Matt and Kirk are joined by the adviser to advisors, Coach Tony Vidler. Having been coaching for decades, Tony understands the best models for running a succesful advisor business. In this episode Tony dives into the fee based advisor model, and how it can benefit not just your business but your personal life.

LINKS: LinkedIn | SlideShare | Tony Vidler

Episode 49 – Bob Burg and the Go-Giver Way

November 30, 2017Marketingtopadvisorm

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In this latest epsiode of Top Advisor Marketing, Kirk and Matt are pleased to welcome saught after speaker and international best selling author Bob Burg. Bob is well known for his book, ”The Go-Giver”, along with the other books in the Go-Giver series. This series discusses how in the business world the best way to achieve success is to be constantly giving. Nearly a decade since it was first published, The Go-Giver is still gaining momentum and was awarded the 2017 Living Now Book Award – Evergreen Medal for Personal Growth. With our hosts, Bob dives into how constantly and consistently providing value to others will help you conduct not only nice business, but the most profitable.

Links: Bob Burg | The Go-Giver | Buy Now

Episode 48 – The New Advisor Reality – 100% Outsource Marketing

November 23, 2017Marketingtopadvisorm

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As demands on financial advisors become more intense, Matt and Kirk offer a solution to all your marketing needs – Outsourced Marketing. In this episode, the guys discuss the complexities of creating a solid marketing plan from foundation to execution and the challenges many financial advisors face when DYI’ing their marketing: canned marketing, ineffective or inefficient marketing or trial and error marketing. With the ability to access service around the globe through your computer, it’s now easier than ever to outsource your marketing to a team of highly skilled experts, at a fraction of the cost of in house training and salary. This episode will give you all the insight you need to make the right call for your practice and your marketing plan for 2018.

Episode 47 – First Impressions, Dressing for Success with Patti Morrison

November 13, 2017Marketingtopadvisorm

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Matt and Kirk welcome guest Patti Morrison in their latest episode of TAM Podcast. Patti Morrison owns and operates Image Strategist in Vancouver Canada, and has worked in the fashion industry for over 25 years. Recently she has become a best selling author with the release of her book “First Impressions, Dressing for Impact”. Taking all of her knowledge and experience, Patti walks Matt and Kirk through the basics of creating an impactful outfit, understanding the importance of clothes in the business world, and the steps to making a wardrobe that suits you and your goals.

LINKS: PATTI MORRISON | FIRST IMPRESSIONS, DRESSING FOR IMPACT

Episode 46 – #1 Marketing Tactic of Top Advisors

November 2, 2017Marketingtopadvisorm

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Kirk and Matt dive into the deep end of marketing tactics for a niche advisor. It’s important when developing your brannd and business to capitlize on small markets, whether its government employees, blue collar business owners, or adventure junkies, cartering your brand to your ideal clients is the best way to get them through the door. Matt and Kirk explain all of this while walking you through the 10 reasons to have a niche persona.

Episode 45 – To Book or Whitepaper

October 27, 2017Marketingtopadvisorm

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Do you have lots of great content ideas rattling around in your brain – but are’t sure what the best direction is for publication? Kirk and Matt dive into this question in Episode 45 as they discuss the advantages and disadvantages of white papers vs books. Matt has published 2 books, and Kirk has authored over 20 white papers, and both can highlight that each option is circumstance dependent. If this is your first foray into publication, Kirk and Matt discuss that a white paper is an ideal starting point… and just may get you that book deal you’re looking for!

LINKS: Anatomy of a White Paper

Episode 44 – 7 Ways to Make Your Website a Workhorse with Samantha Russell

October 19, 2017Marketingtopadvisorm

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Kirk and Matt are joined by Twenty Over Ten’s Director of Sales & Marketing Samantha Russell. As one of Top Advisor’s strategic partners, Kirk and Matt have worked closed with Twenty Over Ten developing efficient and effective websites for top advisors, including our exclusive Brand Mastered website. Samantha breaks down the 7 important factors to consider when developing a website that’s going to do the work for you. Covering everything from the consumer portal to how to effectively use video on your site to generate faster leads. This episode will give you top insight into what your website needs in order to drive leads and find those ideal prospects.

LINKS: SAMANTHA RUSSELL | TWENTY OVER TEN | LINKEDIN

Episode 43 – 10 Steps to Immaculate Marketing

October 12, 2017Marketingtopadvisorm

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Kirk and Matt bring in their third partner/professor of Brand Mastery Course, Ray Gauthier, to explain the 10 Steps to Immaculate Marketing. The 10 step marketing plan discusses the importance of everything from defining and understanding your ideal client to creating a great web page full of authentic and useful content. The marketing ideas and strategies Ray touches on is the basis of Top Advisor Marketing’s latest offering – Brand Mastery Course. A 20-week program designed and executed by Ray and Matt, gives advisors the opportunity to fill their marketing tool box will what they need to tell their story.

LINKS: BRAND MASTERY COURSE

Episode 42 – Dave Crenshaw and The Power of Having Fun

October 5, 2017Marketingtopadvisorm

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Kirk and Matt are joined by best selling author Dave Crenshaw to discuss his latest book “The Power of Having Fun”. Dave explains to us that studies show – having more fun gets more done. Financial Advisors are notorious for relentlessly pushing themselves without consideration for fun. Dave walks Kirk Matt through the sections of his book and the tools he offers his clients to balance their lives, and create more space for fun.

LINKS: DAVE CRENSHAW | The Power of Having Fun |

Episode 41 – Reinventing the Client Experience with Jennifer Goldman

September 28, 2017Marketingtopadvisorm

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Kirk and Matt are joing by Jennifer Goldman, CFP, and founder of My Virtual COO. As a business operations expert, Jennifer understands the importance of improving independent professional services businesses. Client experience is pinnacle to creating a lasting business. Jennifer discusses the problems many advisors face in developing CE protocal, and how to rectify these issues. She shares her simple solutions to creating the right client experience to ensure your business is attracting ideal propects.

LINKS: JENNIFER GOLDMAN | MY VIRTUAL COO

Episode 40 – Worth Winning with Lauryn Williams

September 26, 2017Marketingtopadvisorm

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Kirk and Matt speak to 3 time Olympic Medal winner Lauryn Williams on her financial planning business “Worth Winning”. Lauryn’s focus with her business if financial planning recreated where she services millienials and professional athletes. She’s taken her work out of brick and motar and gone completely virtual, and has redesigned her marketing presence using social.

LINKS: LAURYN WILLIAMS | WORTH WINNING | TWITTER

Episode 39 – Mastering ME – Your Personal Operating System

September 25, 2017Marketingtopadvisorm

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Matt and Kirk sit down with Joe Lukacs in this episode of Top Advisor Marketing. Drawing on 25 years of experience in coaching and consulting financial advisors, Joe discusses how mastering your own personal operating system requires examining what keeps your running. Join us as Joe walks Kirk and Matt through one of his coaching excerises to help you nail down your best version of you.

Joe Lukacs has specialized in coaching and consulting financial advisors for nearly 25 years. In that time he has personally conducted over 45,000 individual coaching sessions with financial advisors. He is the author of “Practice Power, 12 Steps to Take Your Business to the Next Level.” He frequently contributes to industry websites such as Horsesmouth, Producers Web, and much more.

LINKS: JOE LUKACS