Monthly Archives: January 2019

Ep 135 – The Value of Vision with Karen Coyne

January 31, 2019Marketingtopadvisorm

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Many financial advisors have a vision. A vision for their business, a vision for their growth, and a vision for their team. To achieve any of these visions, you have to set goals. But are you using vision to its fullest potential with your client base?

Our host, Matt Halloran, welcomes CFP® and vision expert Karen Coyne to our latest episode to discuss how vision can be a year-round discussion with your clients. With her unique approach to focusing on vision, Karen doesn’t center her financial business model around drawing in more clients, but on delivering high-quality service.

Understanding what drives your clients and their vision for today, tomorrow, and ten years can help you build a stronger and more referable practice. Listen in today and start developing your own sustainable vision!

Links: Karen Coyne LinkedIn

Ep. 134 – Building a Successful Partnership with Marci Bair & Victor Orozco

January 29, 2019Get to Know the Experts, Practice Mgmttopadvisorm

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Oftentimes advisors want to grow their business and pass down their knowledge. To do so, they bring on interns and a lot of the time, it goes horribly wrong.

Has that ever happened to you?

Perhaps you weren’t great at managing, articulating your expectations, or you just haven’t found anyone you really connect with.

Joining our host, Matt Halloran, is returning guest Marci Bair and her partner, Victor Orozco, of Bair Financial LLC to discuss how you can build a successful partnership within your firm.

Marci made a previous appearance on Top Advisor Marketing Podcast where she discussed how to truly niche useful, however, she wouldn’t have obtained her current level of success if not for Victor.

If you’re thinking about broadening your firm and want to grow with someone, listen today to learn valuable advice on how you can make a lasting partnership.

Links: Victor Orozco LinkedIn | Marci Bair LinkedIn | Bair Financial LLC

Ep 133 – Professional Style with Rich Mbariket

January 24, 2019Get to Know the Expertstopadvisorm

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Are you interested in growing your professional wardrobe? Is it time to add a splash of color or a new fabric to those tried-and-true suits? Have you always taken pride in your appearance, but you’re not sure what the next steps are?

If you’ve asked yourself those questions, this is the episode for you! Matt welcomes personal stylist and menswear professional Rich Mbariket to today’s show to discuss easy tips to help men spice up their wardrobes.

As the founder of his self-named company, located in Las Vegas, Rich provides clients with direction when it comes to converting the tried and true into the new and stylish. With a focus on converting stuffy to approachable, Rich helps men select great professional outfits, whether it’s for your 9-5 office job or for an evening out.

If you’re ready for a style make over and to make 2019 the year you’re a contender for best-dressed in the office, this an episode you won’t want to miss!

Links: Rich Mbariket LinkedIn | RichMbariket.com |

Ep 132 – Lifestyle Marketing with Eric Gaddy

January 22, 2019Get to Know the Experts, Marketingtopadvisorm

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More and more, we see people promoting the concept of work-life balance. If you’re ready to offer your clients the opportunity to retire early and get on living, you’ll love our next/returning guest Eric Gaddy!

As the author and owner of Retire Early, Eric is an expert in getting your financial house in order so that you can live life outside the office. Today with our host, Matt Halloran, Eric will discuss how financial professionals can use the retire early lifestyle to market and prospect for clients.

If you’re considering early retirement or are simply ready to offer your clients more living, be sure to listen in today!

And if you missed Eric’s original podcast, you can find it HERE!

Links: Eric Gaddy LinkedIn | “Retire Early – What are you waiting for?”- The Book | How To Retire Early Website | Retire Early Resources

Ep 131 – Revolutionizing Asset Management with Scott MacKillop

January 17, 2019Get to Know the Experts, Marketingtopadvisorm

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Our host, Matt Halloran, is continuously looking to bring on guests who offer something unique and different that you can apply to your own practice to stand out from the advisor down the street.

Joining Matt today is industry veteran Scott MacKillop to discuss his revolutionary business, First Ascent Asset Management. Here are just a few of First Ascent’s unique offerings for advisors:

1. The industry’s first flat-fee asset management services.

2. Elegantly simple portfolios that focus on being broadly diversified with few holdings and infrequent trades.

3. An entirely virtual experience, which keeps costs down and customer service up!

If you’re ready to provide a high quality service that will lower your costs and the costs to your clients, be sure to listen in today with Scott and Matt!

Links: Scott MacKillop LinkedIn | First Ascent Asset Management | First Ascent Knowledge Centre

Ep 130 – Social Media Methodology with Ian Moyse

January 15, 2019Get to Know the Experts, Marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 27:52 — 31.9MB) | Embed

If you’ve been wondering about the value of social media in your financial practice, our expert guest Ian Moyse offers his insight into the true value of social media in your prospecting efforts.

Joining host Matt Halloran from across the pond, Ian is the sales director of Natterbox, a done for your digital communications solution.

These two social media gurus explore the hard and fast reality that social media isn’t your technology fix. It will never replace traditional methods. But working in symbiosis with your prospecting avenues, can create a stronger and more reliable sales stream.

If you’re ready to explore what social media should mean to your company, listen in today!

Links: Ian Moyse LinkedIn | Natterbox

Ep 129 – The Freedom Practice with Craig Hersch

January 10, 2019Get to Know the Experts, Marketing, Practice Mgmttopadvisorm

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Today were changing a few things up on Top Advisor Marketing podcast! Our host Matt Halloran is joined by estate planning attorney Craig Hersch!

Craig is the creator of the Freedom Practice – a practice management program for estate planning attorneys to help them grow their practice. These unique tactics don’t just apply in the world of law, but can help you make your practice fundamentally unique and different!

Craig is an expert at what he does, and hosts his own podcast along with being an editor at Trusts & Estate Magazine and a contributor to wealthmanagement.com.

Be sure to listen in today and learn how you can create growth in your own practice!

Links: 4GameChange Podcast | Craig Hersch LinkedIn| Common Cents Estate Planning: Practical Advice You Should Consider With Your Attorney, CPA and Financial Advisor

Ep 128 – Four Steps to Marketing in 2019

January 8, 2019MarketingKirk Lowe, marketing, Matt Halloran, Top Advisor Marketingtopadvisorm

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Welcome back to our third season of Top Advisor Marketing Podcast! To get you ready for 2019, our host, Matt Halloran, is joined by marketing and branding expert Kirk Lowe to discuss four steps to marketing in 2019!

Get ready for a new-and-improved you this year as Kirk and Matt walk you through the exact process they offer their branding clients. It’s a process Kirk has spent the past 18 years perfecting. Using their proven four step process: attract, intrigue, engage, and influence, Kirk and Matt share several actionable steps you can take to bring your ideal clients through the door!

Be sure to listen in today and begin your marketing success!

Links: Marketing Plan Tactics | Marketing BluePrint Video