Monthly Archives: April 2018

Episode 70 – 10 Commandments of Investing

April 27, 2018Get to Know the Experts, Practice Mgmttopadvisorm

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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

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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

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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.

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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

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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

Podcast: Play in new window | Download (Duration: 34:05 — 39.0MB) | Embed

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

Podcast: Play in new window | Download (Duration: 36:26 — 41.7MB) | Embed

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