Monthly Archives: June 2017

Episode 27 – The #1 Selling Mistake Keeping Advisors From Earning Serious Money w Jimmy Lyons & Jeff Tompkins

June 16, 2017FinTech, Get to Know the Experts, Marketing, Practice Mgmttopadvisorm

Podcast: Play in new window | Download (Duration: 25:30 — 29.2MB) | Embed

AdvisorConnects’s Jimmy Lyons and Jeff Tompkins join Matt Halloran for a discussion on ways advisors can adopt technology to make their practice and lives better. In the age of digital fatigue, advisors need to find how to connect technology to simplify how it works, how much it costs and how it can give them more time, not less.

LINKS: AdvisorConnect.co | LINKEDIN (Jimmy) | LINKEDIN (Jeff)

Episode 26- 5 Excuses That Kill Your Marketing Success

June 12, 2017Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 33:43 — 38.6MB) | Embed

Dear advisors, you’re amazing. But…but, you need help overcoming decisions, situations and thinking that has you stuck in ineffective marketing and prospecting. Respectfully, Kirk and Matt help you analyze and overcome five key obstacles and situations that are killing your marketing. If you’re marketing isn’t highly effective and easy to manage, you need to listen to this podcast. We’ll clarify how to move past simple and common obstacles (excuses) that are stealing your focus and success. We’ll help you uncover how to co-brand, the value of simple marketing and more.

Episode 25 – The Mental Side of Marketing

June 8, 2017Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 30:53 — 35.3MB) | Embed

Dr. Jack Singer has worked with professional athletes, Olympians and advisors. We’ll talk about how advisors need to have mental toughness just like athletes. Dr. Jack will also share tips on how to enhance your mental toughness to be more successful.

LINKEDIN | WEBSITE

GUEST BIO:

Dr. Jack Singer is a world-renowned psychologist, author, trainer and professional speaker. Dr. Jack has been in private practice and consulting for 33 years. He has worked with many professional athletes, teams, and olympians. In 2008 Dr. Jack started working with financial advisors: creating programs, speaking and one-on-one coaching.

Episode 24 – How to Leverage Talent in Your Practice

June 6, 2017Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 23:18 — 26.7MB) | Embed

Amy Kizer shares her experiences helping advisors hire good people to work in their practices. Amy gets into common mistakes advisors make when hiring, obstacles that keep them from making good decisions for their practice, and how to conduct a job interview (your questions and process for hiring).

GUEST BIO: TALENTLINK | LINKEDIN

Amy Kizer has spent her career supporting companies, managers and advisors with hiring decisions. Amy co-founded TalentLink Solutions in 2014. TalentLink provides consulting and direct hire services to financial companies including advisorys practice and BDs.

Episode 23 – How to Start Your Own Financial Podcast

June 5, 2017Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 27:17 — 31.2MB) | Embed

Podcasting has been steadily growing for years at a rate of 10-20%. It’s not a fad. In 2016, 112 million Americans listened to podcasts. Matt and Kirk discuss their experience getting a quality podcast off the ground. The reasons to start, the benefits to your business, the hardware and software equipment you’ll need and how to launch your podcast to your target audience.

SLIDES | PAPER, “A Complete Guide to Starting A Podcast”