Monthly Archives: May 2017

Episode 22 – John Anderson’s “4 Ways to Create Positive Client Experiences (and get more referrals)”

John Anderson joins us again to talk about creating positive client experiences in your practice. John starts with a reality check for advisors with a few critical questions. John shares insight on the need to address how you approach referrals in your practice. He also discusses why it’s important to focus on what you can control and how you can do that by changing your focus. 

We recorded this show live at SEI’s Strategic Advisor Conference in Chicago in May 2017. 


John Anderson is the creator and lead author of Practically Speaking blog and Managing Director of Practice Management Solutions for the SEI Advisor Network.

Original Blog Post is here.

Episode 21 – Kirk Lowe’s 10 Favorite Marketing Tools

Episode 21 will knock your socks off. Kirk shares the marketing productivity tools he’s researched and tested that make his days go smoother and advisor marketing more productive. Good tools allow you to pursue marketing you either can’t afford, or don’t have the expertise or time to create and implement. Listen to the whole podcast for clear insights on how to leverage each of the these tools and possibly change your practice forever. Or…you can just hire Kirk’s marketing team at TactiBrand. 



Episode 20 – “5 Communication Faux Pas, Missteps and Mistakes” by Renee Walker, Marketing Strategist

Matt, Kirk and Renee talk about branding, marketing and how to help advisors improve marketing communications. Renee shares her “5 Communication Faux Pas, Missteps and Mistakes”. Advisors need to avoid making these mistakes to enhance their marketing success. Renee has an interesting background having worked with politicians for years helping them with marketing communciations and branding.

GUEST BIO: Ensightium  | LinkedIn

Renée T. Walker has earned many titles: brand whiz, business and communication strategist, entrepreneur, author, speaker, business and executive coach, accredited public relations pro. Her wisdom and insights on strategic communications, brand building and reputation management help her growth-stage clients accelerate results and solve complex business challenges.

Episode 19 – Get to Know Doug Heikkinen at

Doug chats about his incredible financial content and media platform ( – and how and why he got started. Doug talks about the advent of financial planning too- great story. IRIS is an incredible platform (community) for advisors to learn and share their content. You’ll want to listen to this podcast then check IRIS out. 



Douglas Heikkinen brings over 25 years of experience as a marketing and communications professional and a client-side procurer of information and services to the financial sector and others. He is a defector from the corporate world, taking with him a thorough understanding of the mindset of capital business.

Episode 18 – 5 Clues Your Marketing May Fail (with John Anderson of SEI, Practically Speaking Blog)

“Too often, I meet with advisors who think of marketing as an afterthought or a “nice to have,” instead of a “have to have.” Marketing is seen as an expense, rather than an investment. Even worse, marketing is something that starts and stops for these advisors, sometimes on a whim or after a client loss. Mostly, I see marketing that has an inconsistent message or misses the target audience (if there is one).” – John Anderson, SEI


John Anderson is the creator and lead author of Practically Speaking blog and Managing Director of Practice Management Solutions for the SEI Advisor Network.

Original Blog Post is here.

Episode 17 – Top 9 Advisor Marketing Insights from SEI Conference 2017

Matt and Kirk attended the SEI Strategic Advisor Conference in May 2017. They recorded the top 9 marketing insights they heard from advisors dialoguing with them at the TactiBrand Kiosk. 

SEI ran a fantastic conference and the advisors were very engaged. Great group of professionals. Thanks to you all for a great experience – and for listening to our presentation, kiosk rants and now this podcast. 

Go to for more info on this great company with a robust investment and practice management offering for advisors. 

Episode 16 – 270 Days to a Better Practice; Better Clients, More Fun, More Time and More Money

In order to get to the point where you enjoy better clients, more fun, more, money, more time, and essentially a better practice, you have to put in the time necessary. Taking shortcuts and not establishing the foundation for good marketing will just hurt you in the long run. These 270 days can be separated in 90 days each and they will guide the marketing you build and how it plays off one another. Realistically, it won’t really take you exactly 90 days but these concepts show that it takes some time to build everything up.

“If you want to build anything great, you’ve got to break it into incremental steps.” – Kirk Lowe



Episode 15 – Get to Know Susan Bradley & Sudden Money Institute

Susan discusses her journey to being the foremost expert on transition planning. She relays the importance of advisors’ role in helping people with sudden money and describes the “Financial Transitionist” role, training and credential.

LINKS: | Book, “Sudden Money: Managing a Financial Windfall


Susan Bradley is the founder of the Sudden Money® Institute (SMI), a resource center for Life Transitions and Good Decisions. The Institute trains financial advisors and other professionals in Financial Transitions Planning, a unique set of process and tools for managing the human dynamics of financial change.  Susan is the author of Sudden Money: Managing a Financial Windfall (Wiley 2000).