Monthly Archives: December 2018

MarketCounsel Summit Series: Make Your Move with Mark Albers

December 26, 2018Get to Know the Experts, Marketing, Practice MgmtDoug Heikkinen, Kinetics Financial Advisors, Kirk Lowe, Mark Albers, MarketCounsel Summit, Matt Halloran, Top Advisor Marketingtopadvisorm

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Are you a wirehouse advisor who’s thinking of striking out on your own? Our next guest in the MarketCounsel Summit series has plenty of experience with helping advisors make that big decision.

Meet Mark Albers, president and CEO of Kinetic Strategic Partners. In this episode, Mark explains the science and art of helping advisors figure out what to do—stay or leave the big firm. He also speaks to the rest of the transition process, uncovering overlooked growth plan issues and the importance of building your own brand recognition. Tune in now to learn more!

Resources: Kinetics Financial Advisors | MarketCounsel Summit

MaketCounsel Summit Series: Breaking Away with Todd Thomson

December 24, 2018Get to Know the Experts, Marketing, Practice MgmtDoug Heikkinen, Dynasty Financial Partners, Kirk Lowe, MarketCounsel Summit, Matt Halloran, Todd Thompson, Top Advisor Marketingtopadvisorm

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Like spring birds leaving the nest, many advisors will go out on their own over their professional lifetime. And when it’s time to step away and create your own company, there can be a myriad of concerns you just hadn’t thought of before.

Joining Matt in Vegas is the chairman of Dynasty Financial Partners, Todd Thomson, to discuss the advantages of finding a wealth management and technology provider when you break away from a previous firm.

Dynasty is an integrated service provider for independent RIAs who are in need of some support to become more profitable. With several years of experience, Todd and his team understand the complexities that come with setting up your own firm, from which custodian you want to work with, to the technology you need to provide the best service.

If you’re ready to break out on your own, be sure to listen with Todd and Matt to hear about some very important decisions you’ll need to be making!

Links: Todd Thomson LinkedIn | Dynasty Financial Partners | MarketCounsel Summit

MarketCounsel Summit Series: Become a North Star for Corporate Executives with Kenneth Van Leeuwen

December 23, 2018Get to Know the Experts, Marketing, Practice Mgmttopadvisorm

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It’s no secret that we love talking about the power of niche financial planning. Our next guest adds another chapter to this discussion by sharing his strategies for working with ambitious corporate executives.

Joining Matt in Vegas is Kenneth Van Leeuwen, managing director of Van Leeuwen & Company. Kenneth explains what advisors must know when working with executives, the benefits of working with a younger demographic, and how to cultivate 30+ year client relationships. Tune in now to learn more!

Resources: Van Leeuwen & Company LLC | MarketCounsel Summit

MaketCounsel Summit Series: The Three Things Advisors Need To Know About Litigation with Sharon Ash

December 23, 2018Get to Know the Experts, Marketing, Practice MgmtDoug Heikkinen, Hamburger Law Firm, Kirk Lowe, MarketCounsel Summit, Matt Halloran, Sharon Ash, Top Advisor Marketingtopadvisorm

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Are you considering setting up a new firm? Do you understand the processes involved to insure your business is taken care of? If you’re curious about the litigation behind setting up a firm, we’ve got answers!

Joining Matt today is the Chief Litigation Counsel from Hamburger Law Firm, Sharon Ash. Together, Sharon and Matt explore three major topics of what a law firm can do for a financial service professional.

Listen in today to learn more about litigation and your financial services business.

LINKS: Sharon Ash LinkedIn | Hamburger Law Firm | MarketCounsel Summit

12 Days of Marketing – Morning Rituals

December 21, 2018Get to Know the Experts, Marketing, Practice Mgmt12 Days of Marketing, Practice Managementtopadvisorm

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In our final installment of the 12 Days of Marketing Coach Joe and your host Matt Halloran are discussing the importance of the power hour – your morning magic. When it comes to working with professionals who are off track, Coach Joe’s first question is always “what is your morning ritual”. The first 60 mins of your day set the tone for the rest of your day – so are you priming yourself for success?

Listen in and start every day the right way with Coach Joe and Matt Halloran!

MarketCounsel Summit Series: The Value of a Dedicated RIA with Robb Baldwin

December 21, 2018Get to Know the Experts, Marketing, Practice MgmtKirk Lowe, MarketCounsel Summit, Matt Halloran, Robb Baldwin, Top Advisor Marketing, TradePMRtopadvisorm

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When it comes to running your independent RIA, are you using all the right tools?

Joining host Matt Halloran today is Robb Baldwin, President and CEO of TradePMR, to dissect and uncover the value of having a trusted partner for innovative technology and dedicated RIA services to cultivate your independence.

Having grown up in the world of broker’s offices and reading the Wall Street Journal, Robb’s career in finance began at the age of 12. Twenty years ago he began TradePMR, which has built a reputation for high quality services and an emphasis on knowing everybody’s name.

Join Matt and Robb as they discuss the value in working with a company such as TradePMR, not just for your clients, but for your marketing potential! Be sure to listen in today!

Links: Robb Baldwin LinkedIn | TradePMR | MarketCounsel Summit

12 Days of Marketing – Daily Focus

December 20, 2018Practice Mgmttopadvisorm

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Are you conquering every day? What does it take to obtain that razor focus so you can take control of your to do list? Listen in with Coach Joe and your host Matt Halloran as they discuss the importance of daily focus. With the right mindset, you’ll be turning your business plan into a business reality!

MarketCounsel Summit Series: Build a Thriving Independent Business with Craig Butler and Craig Stuvland

December 20, 2018Get to Know the Experts, Marketing, Practice MgmtCraig Butler, Craig Stuvland, Kirk Lowe, MarketCounsel Summit, Matt Halloran, Top Advisor Marketing, Tru Independencetopadvisorm

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Top Advisor Marketing is here with another interview from the MarketCounsel Summit in Las Vegas!

Meet Craig Butler and Craig Stuvland of Tru Independence. They’re in the business of transforming disgruntled employees into satisfied business owners. Their team provides an unmatched amount of support to wirehouse advisors by serving as their middle and back office. Tune in now to learn about their unique service!

Resources: Tru Independence | MarketCounsel Summit

12 Days of Marketing – Quarterly Game Plan

December 19, 2018Practice Mgmttopadvisorm

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Join host Matt Halloran and special series guest Coach Joe as they discuss the value of creating (and sticking to!) a quarterly game plan. Breaking your business plan down into bite size manageable pieces will give you stronger goals, and more success! Tune in today to finesse your business plan and get ready to rock Q1 2019!

12 Days of Marketing – Marketing, Branding & Business Development

December 18, 2018Practice Mgmttopadvisorm

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Today Matt and Coach Joe are diving into three very important topics when it comes to business planning and you’re business success! Listen as these two coaching, development, and marketing experts discuss what you need to create a business with a lasting brand, strong marketing initiatives, and the ability to develop and grow!

12 Days of Marketing – Goal Setting

December 17, 2018Practice Mgmttopadvisorm

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A goal is defined as “the object of a person’s ambition or effort; an aim or desired result”. This definition provides us with both an action (ambition/effort), as well as a passive action (aim). What are you doing to take your goals from aims and desires into the realm of action and effort? Listen in with Coach Joe as he discusses with your host Matt Halloran different ways to make your goal setting effective, and stick to it.

MarketCounsel Summit Series: Operational Readiness: Getting out of Your Own Way with Mike Reed

December 15, 2018Get to Know the Experts, MarketingDakota Wealth Management, Kirk Lowe, MarketCounsel Summit, Matt Halloran, Mike Reed, Top Advisor Marketingtopadvisorm

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If you’re a CEO, then you have an overflowing to-do list. But how many items on that list are things that you just don’t want to do? Chances are, an operations manager would love to take on those tasks.

Mike Reed, the chief operating officer of Dakota Wealth Management, is here to explain why hiring an operations manager is an investment you won’t regret. Learn how to create operational readiness in your firm and stop impeding your own potential. Tune in now to learn more!

Resources: Dakota Wealth Management

MarketCounsel Summit Series: Forget Everything You Thought You Knew About Being a Fiduciary with Don Trone

December 15, 2018Get to Know the Experts, Marketing3ehos, Don Trone, Kirk Lowe, MarketCounsel Summit, Matt Halloran, Top Advisor Marketingtopadvisorm

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The episode you’re about to listen to will challenge mainstream ideas about what it means to be a fiduciary.

Get ready to shift your perspective with Don Trone, a MarketCounsel Summit keynote speaker. Don explains why the CFP Board is one of the biggest problems in the fiduciary space, and how he has literally written the book that integrates leadership, stewardship, and governance. Tune in now to learn more!

Resources: 3ethos

MarketCounsel Summit Series: The Most Important Data Questions Advisors Are Not Asking—with George Svagera

December 15, 2018Get to Know the Experts, MarketingGeorge Svagera, Kirk Lowe, MarketCounsel Summit, Matt Halloran, Orion Advisor Services, Top Advisor Marketingtopadvisorm

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Next up on the MarketCounsel Summit series is keynote speaker George Svagera of Orion. Fresh off the stage, George is here to address advisors’ biggest pain points with data and technology.

George has worked with a lot of advisers who went through the evaluation process for an operating system, made a decision, and then six months later they’re seeking out different providers. In this episode, George explains how advisors can get it right the first time and make a decision that sticks. Tune in now to learn more!

Resources: Orion Advisor Services

Market Counsel Summit Series: Cracking the Merger and Acquisition Code with Greg Friedman

December 15, 2018Get to Know the Experts, MarketingGreg Friedman, Kirk Lowe, MarketCounsel Summit, Matt Halloran, Private Ocean, Top Advisor Marketingtopadvisorm

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Many advisors dream of doing an acquisition or merger, but being successful in these ventures is a whole other conversation. Luckily, the next guest on the MarketCounsel Summit series can speak to making these moves successfully.

Greg Friedman, CEO of Private Ocean, shares his experiences with small beginnings, merging, and keeping company culture and philosophy top of mind. Tune in now to learn more!

Resources: Private Ocean

MarketCounsel Summit Series: Turn Fearful Clients into Fearless Investors with Aaron Klein

December 15, 2018Get to Know the ExpertsAaron Klein, MarketCounsel Summit, Matt Halloran, Riskalyze, Top Advisor Marketingtopadvisorm

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You’re probably familiar with Riskalyze, but have you considered its powerful marketing capabilities?

Riskalyze’s CEO and co-founder, Aaron Klein, is here to explain how this tool could be the differentiator between you and the advisor down the street. In this episode, Aaron discusses how to use Riskalyze to drive alignment between clients and portfolios—which we all know builds trust between advisors and clients. Tune in and learn more about this powerful client acquisition and retention tool!

Resources: Riskalyze

12 Days of Marketing – 5 Year Vision

December 14, 2018Practice Mgmttopadvisorm

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Year end is a time when many of us look forward at what are we going to do in the next 365 days to change, grow, and become a better person. Today with your host Matt Halloran, Coach Joe is going to be discussing the value in not just a one year plan, but having a 5 year vision.

If you’re ready to take not just 2019, but the next five years by storm, be sure to listen in today!

12 Days of Marketing – Business Life Integration

December 12, 2018Practice Mgmttopadvisorm

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All work and no play makes Jack a dull boy. These words of wisdom come to life in today’s episode as Matt and Coach Joe explore how advisors can handle business/life integration.

Balance is a struggle in every area of our lives, whether it be our diets, our relationships, or our professions. So take some time and learn how you can balance and integrate your personal and professional life today!

12 Days of Marketing – Evaluate and Benchmark

December 11, 2018Practice Mgmttopadvisorm

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Benchmarks are a cornerstone to your business success. They give you an opportunity to reflect, evaluate, and challenge yourself in the upcoming year to meet goals. However, benchmarks can be another one of those tasks that simply gets forget. As people say, when something works well, we tend to stop doing it simply because we don’t acknowledge or allocate for it.

Coach Joe has a three part process to help you wrap up 2018 and set yourself on a better path for 2019. Get your benchmarks set, and roll on past them with your most successful year yet!

12 Days of Marketing – Plan To Do The Plan

December 10, 2018Practice Mgmttopadvisorm

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We all have “plans” but what makes plans a reality? Actually DOING them. So when it comes to building your business plan what’s stopping you? For many of us it’s that we simply right it down as something to get done, without taking the necessary steps to make it happen. Whether that’s blocking our calendar time, arranging a coaching session to prepare for the plan, or simply getting your team together to discuss the business you’re building.

Listen in as Coach Joe explains the value in planning your plan, and get ready to rock in 2019!

12 Days of Marketing – Why Advisors Fail

December 7, 2018Practice Mgmttopadvisorm

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Failure. It’s not a topic anyone likes to dwell on, yet let’s face – we all fail. Including advisors. And one of the major areas advisors tend to fall down is in creating their own business plan.

Once again, Matt Halloran is joined by the business planning guru Coach Joe Lukacs, to discuss what types of tools and techniques Joe brings to his advisor clients to get them through the struggle that is advisor planning.

Don’t let past business plan failures impede your future success!

Links: Coach Joe’s LinkedIn

12 Days of Marketing – Why Do a Plan?

December 6, 2018Practice Mgmttopadvisorm

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It’s the beginning of the 12 days of Marketing! To celebrate the holidays and Business Planning month, our host Matt will be joined by Joe Lukacs, AKA Coach Joe, for the next 12 episodes to discuss with us how to create a rockstar business plan for 2019.

To kick start the marketing season, Joe and Matt dive into the value of having a proper business plan. If this is something you’ve always considered doing but couldn’t find the time or see the value, tune into this episode to find out the truth behind the why of business planning!

LINKS: Joe Lukacs LinkedIn

Ep 127 – Getting Holiday Social with Kaley Lewis

December 4, 2018Marketingtopadvisorm

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Is your holiday social calendar lacking in substance? Or have you simply let your social media presence fall to the way side now that December 1st is behind us? Why not get your social media calendar looking as active as your personal calendar this holiday season with a few quick tips for holiday engagement!

Host Matt Halloran is joined by our very own Kaley Lewis to discuss five tips to making your holiday social shine! By adding some festive and engaging content, you’ll be sure to create an impression and keep your audience engaged through the busiest time of year. It’s never too late to get that holiday calendar rolling, so listen in and start today!

LINKS: Kaley Lewis LinkedIn | 5 Holiday Post Ideas