Monthly Archives: May 2018

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!