Monthly Archives: September 2019

Episode 198 – Identity Theft Protection: Life’s Newest Necessity — With Dana Mantilia

September 24, 2019Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, Genuine Messaging, Grow your practice, How to get referrals without asking, leadership, Matt Halloran, Set expectations, Top Advisor Marketing, Wealth ManagementRobyn Walter

Podcast: Play in new window | Download (Duration: 23:23 — 26.8MB) | Embed

Today, host Matt Halloran continues to help advisors separate themselves from the advisor down the street.

In this episode, Matt speaks with Dana Mantilia, CEO and founder of Identity Protection Planning about why it’s important for advisors to offer their clients identity theft protection.

Dana and her team have established a user-friendly B2B software platform that allows agents, advisors, employers, and association managers to protect their clients, employees, and members against identity theft.

In this episode, you will learn:

Why identity theft is a big deal
Why advisors should be offering identity protection
How Dana helps advisors position identity theft insurance in front of their clients
Why it’s important for parents to freeze their children’s credit
And more!

Tune in now to learn why we’re calling identity theft protection “life’s newest necessity.”

Resources: Top Advisor Marketing | Dana Mantilia | Identron | Identron’s Facebook | 833-345-7233

Brought to you by: Iris.xyz

Episode 197 – Magnetic Marketing and Operational Mastery — With Brittany Anderson

September 17, 2019Get to Know the Experts, Marketing, Practice MgmtBrittany Anderson, Client Relationships, Client Satisfaction, coaching, Dare to Dream, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, Genuine Messaging, Grow your practice, How to get referrals without asking, leadership, Matt Halloran, Set expectations, Top Advisor Marketing, Ultimate Advisor Coaching, Wealth ManagementRobyn Walter

Podcast: Play in new window | Download (Duration: 34:08 — 39.1MB) | Embed

Things come full circle today as Matt Halloran chats with Brittany Anderson of Sweet Financial Services, a firm he once coached.

Brittany is COO and co-founder of the Ultimate Advisor Coaching Program and Dare to Dream Enterprises as well as a speaker and co-author of two books, “Dare to Dream: Design the Retirement You Can’t Wait to Wake Up To” and “Imagine. Act. Inspire: A Daily Journal.”

In this episode, you will learn:

Why mindset matters
What a reticular activating system is
How to make it less about you and more about the client
Why systems equal freedom
The difference between efficient and effective
And more!

Tune in to learn how a reticular activating system can set you up for success!

Brought to you by: Iris.xyz

Episode 196 – 4 Steps to the Perfect Marketing Strategy

September 10, 2019Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, Genuine Messaging, Grow your practice, How to get referrals without asking, Kirk Lowe, leadership, Matt Halloran, Set expectations, Top Advisor Marketing, Wealth ManagementRobyn Walter

Podcast: Play in new window | Download (Duration: 47:58 — 54.9MB) | Embed

Efficient marketing strategies are an advisor’s best friend because they take little time and effort. They allow advisors to focus on what they are really good at, which is helping their clients achieve better financial outcomes.

With that said, what’s the best way to make your marketing strategies super efficient? What outcomes could you get by combining traditional and digital strategies? Join expert financial marketers and communicators, Matt Halloran and Kirk Lowe as they share which steps to follow to get the marketing results you need.

In this episode, you’ll learn:

What a perfect marketing strategy looks like
How to make a real impact with your marketing
How to increase your chances of reaching your ideal audiences
Whether marketing to a specific niche limits your opportunities
And more!

Tune in now and learn tips to make your marketing super efficient.

Resources: Top Advisor Marketing | Breaking Money Silence® Podcast| 99 Best Marketing Ideas | Episode 180: How to Get Referrals Without Asking — Referrals Mini-Series Part 1

Brought to you by: Iris.xyz

Episode 195 – Breaking Through Call Reluctance — With Connie Kadansky

September 3, 2019Get to Know the ExpertsClient Satisfaction, coaching, expert, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Grow your practice, Matt Halloran, Podcast, Podcasting, Provide Value, Top Advisor MarketingRobyn Walter

Podcast: Play in new window | Download (Duration: 29:22 — 33.6MB) | Embed

On today’s Top Advisor Marketing Podcast, Matt places a special focus on sales with Sales Call Reluctance Coach, Connie Kadansky.

Connie Kadansky is a noted authority on call reluctance and sales productivity. She is a Master Certified Coach, certified in conversational intelligence and a professional speaker who specializes in identifying the blocks that keep financial advisors from proactively prospecting.

In this episode, you will learn:

The biggest reason salespeople hesitate to get in front of prospects
About breaking through performance barriers
Why you should think of your telephone as your ATM
How to recognize if you have sales call reluctance
Why it’s helpful to believe that it isn’t about you
And more!

Tune in now and learn how to leave sales call reluctance in the dust!

Resources: Top Advisor Marketing | Connie Kadansky | Exceptional Sales Performance | Contact Connie | Cell: 602-380-5431

Brought to you by: Iris.xyz