Monthly Archives: August 2019

Ep 194 – How to Power up Your Marketing Today— With Mark Mersman

August 27, 2019Get to Know the Experts, Marketing, Practice Mgmt16 Ways from Sunday, financial, Grand Rapids Michigan, Mark Mersman, marketing, Podcasting, Seminars, USA Financialtopadvisorm

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In today’s episode, Matt Halloran is coming to you live from Grand Rapids, Michigan, at USA Financial®!

Matt is joined by Mark Mersman, CMO of USA Financial®, to discuss the best marketing ideas of the past, present, and future. Together they explore how you can better understand marketing and your advisory business as a whole.

In this episode, you’ll learn:

Why Mark is a firm believer in split-testing and ideas for where to apply it
How a message-to-market match approach can fill your seminar room
How USA Financial® serves you, the advisor
About the need for advisors to adapt to changing technology, demographics, and lifestyles
The level of research that goes into marketing to ideal prospects
And more!

Tune in now to learn about Mark, USA Financial®, and the power of marketing!

Resources: Top Advisor Marketing | USA Financial® | 16 Ways from Sunday

Brought to you by: Iris.xyz

Episode 193 – Educational Seminars: A Valuable Item in an Advisor’s Marketing Toolbox — With Mike Thurman

August 20, 2019Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Engaged Clients, expert, financial advisor, financial planner, financial planning, Genuine Messaging, Grow your practice, marketing, Matt Halloran, Podcast, Podcasting, Provide Value, Set expectations, Top Advisor MarketingRobyn Walter

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Today, Matt welcomes back Mike Thurman, White Glove co-founder and seminar expert. Together, they dive deeper into White Glove’s educational seminar system and how advisors can execute a successful seminar.

In this episode, you will learn:

How advisors can prepare for presentations
What White Glove does to help advisors prepare
Action items for before and after a presentation
Where advisors fail themselves
And more!

Brought to you by: Iris.xyz

Episode 192 – 6 Ways Podcasts Make You a Better Advisor

August 20, 2019Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcast Strategies, Podcasting, Top Advisor MarketingRobyn Walter

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Do you know the similarities between being a great podcast host and a great advisor?

In today’s episode, Matt and Kirk bring light to these similarities and discuss how advisors can translate their podcasting experience into their career and practice. Join this conversation and learn six ways that podcasts can, in fact, make you a better advisor.

In this episode, you’ll learn:

How you can improve as an advisor by doing podcasts
The importance of listening to what your clients are saying
Tips on how to enhance your listening skills
The importance of resourcefulness
How podcasting helps you develop leadership
And more!

Tune in now and learn six ways that podcasting can take your advisor skills to new heights.

Resources: Top Advisor Marketing

Brought to you by: Iris.xyz

Episode 191 – What does it take to build a million-dollar company?

August 15, 2019Get to Know the Experts, Marketing, Practice MgmtClient Relationships, financial podcast, Grow your practice, Growing Your Business, Kirk Lowe, leadership, marketing, Marketing Podcast, Matt Halloran, million dollar company, Podcast, Podcasting, Set expectations, Top Advisor MarketingRobyn Walter

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In today’s episode, Matt Halloran and Kirk Lowe discuss how they merged their businesses and experiences together and founded Top Advisor Marketing. Here, they share the ins and outs of their journey towards becoming a million-dollar company.

Join Matt and Kirk as they go through some of the steps that helped them successfully develop their thought-leadership and company, and the lessons they have learned along the way.

In this episode, you’ll learn:

How they became Top Advisor Marketing
What they have learned from their biggest mistakes
Strategies they have put in place to advance their business
How they have adjusted to the challenges of managing a growing business
And so much more!

Tune in now and find out more about Top Advisor Marketing and learn some tips you can also apply to your growing business.

Resources: Top Advisor Marketing

Brought to you by: Iris.xyz

Episode 190 – The Truth about Marketing ROI

August 13, 2019FinTech, Get to Know the Experts, Marketing, Practice MgmtBest Practices for Referrals, Client Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, Grow your practice, Growing Your Business, Kirk Lowe, Matt Halloran, Podcast, Podcasting, roi, Top Advisor Marketing, Wealth ManagementRobyn Walter

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In today’s episode, Matt Halloran interviews our founder, Kirk Lowe, and they dive deep into the truth surrounding marketing ROI for advisors.

For 20 years, Kirk has observed which marketing strategies give advisors the best outcomes. In this episode, he walks you through different mediums to explore their ROI-potential, their disadvantages, and what it takes to see worthwhile outcomes.

In this episode, you’ll learn:

Which mediums are producing the best ROI
What role advisors play in creating their ROI
What the Micro-Influencer term means
How you can become more compelling with your niche
And so much more!

Tune in now and find out the truth about marketing ROI for advisors.

Resources: Top Advisor Marketing

Brought to you by: Iris.xyz

Episode 189 – How to Differentiate Yourself and Influence Clients — With Jack Martin

August 8, 2019Get to Know the Experts, MarketingClient Relationships, Client Satisfaction, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial podcast, Grow your practice, Matt Halloran, Top Advisor MarketingRobyn Walter

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There are two major differentiators that advisors tend to overlook: having a behavioral component in their sales and marketing and using longevity as a compelling conversation tool.

Today, Matt Halloran speaks with Jack Martin, co-founder and CEO Elite Advisor Group LLC, about the powerful possibilities for advisors who practice these differentiators. Jack explains how to use behavior to influence clients to make the right decisions and how to frame conversations about longevity risk.

In this episode, you will learn:

How a behavioral approach to marketing/sales has changed the way advisors sell
How to help the customer experience by adjusting your behavior
How to influence client outcomes
How two ways of framing the longevity-question prompt much different responses from clients
What biases drive your behavior
And more!

Tune in and learn how to use Jack Martin’s techniques to set yourself apart and influence clients.

Resources: Top Advisor Marketing | Jack Martin LinkedIn | Contact Jack | Elite Advisor Group | Longevity Brochure

Brought to you by: Iris.xyz

Ep 188 – Building a Valuable Advisory Board With Stephen Wershing

August 6, 2019Get to Know the Experts, Practice MgmtAdvisory Board in a Box, Board Members, Client Advisory Boards, Client Driven Practice, Coaching and Consulting, Feedback, financial podcast, Podcast, SEI, Stephen Wershing, Top Advisor Marketingtopadvisorm

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Live from the SEI Top Producer Conference, Matt Halloran shares the mic with returning guest and president of the Client Driven Practice, Stephen Wershing.

Stephen is an expert in the development and execution of client advisory boards. The Client Driven Practice offers coaching and consulting to advisors who want to organize and facilitate client advisory boards and translate feedback into actionable referral marketing strategies.

Today, Matt and Stephen explore the Client Driven Practice’s latest offering: Advisory Board in a Box. Stephen and his business partner, Julie Littlechild, designed this product for advisors who are looking to take a DIY approach to creating their own client advisory board. This ultimate manual walks advisors through the beginning stages of how to find board members, all the way to the end phase in which they’re guided on how to implement the board’s feedback.

Discover the value that a client advisory board can bring to your business along with tips and tricks to creating your own in this fun live-recorded episode!

Links: Stephen Wershing | Client Driven Practice | Becoming Referable Podcast

Ep 187 – Client Insights With Julie Littlechild

August 1, 2019Get to Know the Experts, Marketing, Practice MgmtAbsolute Engagement, Becoming Referable, Client Feedback, High Quality Services for Financial Advisors, Improve your service, Julie Littlechild, SEI, SEI Top Producer, Top Advisor Marketingtopadvisorm

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Matt welcomes returning guest Julie Littlechild to the show, live from the SEI Top Producer Conference. As the Founder of Absolute Engagement, Julie is on today’s episode to cover her returning product: Client Feedback.

The Client Insights program ran for many years, but Julie stepped away to focus on research and other activities. Now, armed with new knowledge and technology, Julie is ready to fill the gap in the market place and provide advisors with the information they need from their clients to provide high-quality services.

Client Insights is designed for advisors who need support in understanding their client base. If you’re looking to gain insight into how you can improve your service to meet your clients’ needs, this is the episode for you!

Tune in today and follow Julie Littlechild on LinkedIn for more client assistance!

Links: Julie Littlechild | Becoming Referable Podcast