Monthly Archives: June 2018

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