All posts by topadvisorm

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



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

 


Ep 188 – Building a Valuable Advisory Board With Stephen Wershing



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



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 


Ep 186 – Building External Relationships and Growing your Business – With Matt McGowan



Live from the SEI Top Producer Conference, your host Matt Halloran welcomes Matt McGowan to this special episode. 

It is a privilege for our show to host a relationship manager such as Matt McGowan, who works with independent financial advisory and wealth management firms to create a more efficient business, implement client service and growth plans, and create an ideal business model. 

Matt is currently the external relationships manager with SEI and shares with our audience some of his tips and tools for relationship management success. 

If you want to learn more about building external relationships and growing your business through efficiency and planning, don’t miss this episode! 

Links: Matt McGowan | SEI 


Ep 185 – 14 Rules of Advisor Marketing Success



In today’s conversation, hosts Kirk Lowe and Matt Halloran dive deep into what Kirk calls the 14 rules of advisor marketing success.

Kirk, having spent the last 20 years in this industry, shares what he has learned about how to successfully use marketing to improve your advisory business. Get ready to take notes and discover how to set yourself apart from other advisors, what no one has ever told you about building a niche, and why being on social media is well worth your time. 

In this episode, you’ll learn:

  • How to find what will separate you from other advisors
  • What it means to be relevant (and where a niche comes in)
  • Different ways to promote you and your business
  • The link between your values and your identity
  • Why we say, “Don’t keep your secrets secret”
  • And so much more!

Tune in now and learn the 14 Rules of advisor marketing success!

Resources: Top Advisor Marketing 

Brought to you by: Iris.xyz


Ep 184 – A Guide to Success and Enjoyment for Investment Advisors — With Bob DiMeo



Today, host Matt Halloran gets a behind-the-scenes look at Bob DiMeo’s boldly titled book, “50 Billion Reasons to Grow Your Practice: A Guide to Success & Enjoyment for Investment Advisors.”

In addition to penning a unique book for investment-advisors that supports their personal lives, Bob DiMeo is the managing partner at DiMeo Schneider & Associates, LLC and is featured in numerous publications. In this episode, Bob speaks candidly about his marketing failures and wins, how he built his firm, and how you can build your practice and enjoy it! 

In this episode, you will learn:

  • How Bob’s mindset has allowed him to get to where he is now
  • What prompted him to write his book
  • How to be successful AND have enjoyment along the way
  • What Bob does to create work-life balance
  • How many times a good piece of content should be repurposed
  • And more!

Tune in to learn about Bob’s highly relevant book for investment advisors and to pick up marketing ideas for your practice!

Resources: Top Advisor Marketing | Bob DiMeoDiMeo Schneider & Associates, LLC

50 Billion Reasons to Grow Your Practice: A Guide to Success & Enjoyment for Investment Advisors | Year Up – Closing the Opportunity Divide

Brought to you by: Iris.xyz 

 


Ep 183 — Enhancing Your Business With the Psychology Behind People — with Genevieve Thayer



To make our businesses great, we need to have not only a great team, but also strong communication within our team.

To help explore how we can better understand our team and business as a whole, Matt Halloran welcomes Genevieve Thayer, EPC and co-founder of Beacon Partners LLC, to share some of the insight she’s gained through 20 years of providing executive and leadership coaching for financial advisors and entrepreneurs

Today, she and Matt discuss how and why you can learn to make your business, and yourself, become more effective and as great as it can be.

In this episode, you’ll learn:

  • How your business can benefit from working with Beacon Partners
  • The importance of self-assessment, especially with those at the top of a business
  • What your EQ is and why you should work to optimize it
  • The link between your values and your identity
  • The personal side of Genevieve
  • And more!

Tune in now to learn more about Genevieve, Beacon Partners, and the power of Leadership Coaching!

Resources: Top Advisor MarketingBeacon Partners

 

Brought to you by: Iris.xyz

 


Ep 182 — How to Secure Solid Introductions — Referrals Mini-Series Part 3



These days, it’s not so much referrals that we need, it’s introductions and connections. 

Today, Matt and Referral Coach International founder Bill Cates are back for the third and final part of our referrals mini-series to discuss how you can turn referrals into solid introductions.

Bill and Matt leave no stone unturned when talking about how you can do your due diligence when researching a likely prospect prior to an introduction. They discuss everything from how to ask people to be a referral to the various resources available to research a prospect, and much more.

In this episode, you will learn:

  • How to do ‘warm’ research for more impactful introductions
  • How to ask for what you want
  • How and what to prepare prior to an introduction
  • The critical mass of referrals
  • Whether it’s possible to be unreferrable
  • And so much more!

Referrals beget referrals. Tune in now and take notes — this mini-series may change your world!

Resources: Referral Coach | Coach Cates | Bill Cates Speaking | Resources | EGuide | Referrals Mini-Series Part 1 | Referrals Mini-Series Part 2

 

Brought to you by: Iris.xyz

 


Ep 181 — How to ask for Referrals without Begging — Referrals Mini-Series Part 2



Today, Referral Coach International founder Bill Cates is back for part two of our three-part mini-series on making your practice a referral magnet.

There are 3 types of people when it comes to getting referrals. Some will give you referrals right on the spot, some won’t do it when you ask, but will when they are ready, and some just won’t do it at all. Today, Bill and Matt discuss how to approach asking for referrals, highlighting best practices that will allow you to ask not by begging or pushing, but by being proactive instead.  

In this episode, you’ll learn:

  • The difference between a referral and an introduction
  • Two ways you can be proactive about getting referrals
  • The reasons why clients don’t give referrals
  • How to keep your messaging genuine to you
  • And so much more!

If you want to grow your company exponentially, listen in now and take notes as Bill takes you through the process of asking for referrals! 

Resources: Referral Coach | Coach Cates | Bill Cates Speaking | E-Guide | Referrals Mini-Series Part 1

Brought to you by: Iris.xyz


Ep 180 — How to get Referrals Without Asking — Referrals Mini-Series Part 1



Every advisor’s dream is to get referrals without asking. But how do you accomplish this?

According to Bill Cates, the key is to be super referrable.

Today, Matt welcomes Bill, the founder of Referral Coach International, for a 3-part mini-series on referrals to help you and your practice grow in the best way possible.

In this first part, Bill and Matt explore how you can get referrals without asking. Referencing Julie Littlechild’s research on the correlation between client satisfaction and referrals, Bill lays out several strategies to help you create engaged client relationships that will make clients want to refer you.

In this episode, you’ll learn:

  • The three parts of the client relationship that create engaged clients
  • Why the biggest mistake is thinking getting referrals needs to take a long time
  • The importance of the value you provide and how you can start providing it quickly
  • Why it’s important to talk about expectations early on
  • The value in finding and sharing your ‘client-focused why’
  • And more!

Join Bill and Matt now to pick up some great tips and ideas to help you on your path to getting referrals without asking!

Resources: Referral Coach | Coach Cates | Bill Cates Speaking | Julie Littlechild

Brought to you by: Iris.xyz


Ep 179 – The Power of Podcast Marketing — with Ben Jones



Nobody knows the power of a podcast like a podcast host.

Today, Matt Halloran welcomes Ben Jones, the host of the Better Conversations. Better Outcomes podcast and the managing director and head of intermediary at BMO Global Asset Management. At BMO, Ben leads a team of sales and service professionals to deliver investment solutions to intermediaries such as RAI’s, broker-dealers, and other investment managers.  

To get the word out about the great work his team does, Ben hosts a bi-weekly podcast called Better Conversations. Better Outcomes, where he provides listeners with actionable content to help propel their practice in different areas of wealth management. Today, Ben shares more about his strategies behind his podcast, and how he makes it as valuable as possible for listeners.

In this episode, you’ll learn:

  • About Ben’s role at BMO
  • Why Ben believes that better conversations lead to better outcomes for advisors and their clients
  • Three areas of conversation Ben and his team aim to enhance
  • The importance of putting the content you’re marketing first
  • Why Ben believes financial services is a noble profession
  • And more!

Tune in now to learn more about Ben, BMO Global Asset Management, and the power of podcasting with great content!

Resources: Top Advisor Marketing /  BMO GAM/Better Conversations/ Tickle Monster

Brought to you by: Iris.xyz


Ep 177 – 7 Steps for Strategic Risk-Taking — with Craig Hersch



Today, Matt welcomes back a known thought leader Craig Hersch, estate planning attorney and founder of The Freedom Practice.

Craig is here to share how he’s grown his business to the point where he’s able to spend time focusing on his highest and best use. In this episode, Craig also uncovers seven steps for strategic risk-taking so you too can overcome your obstacles and start generating great ideas.

In this episode, you will learn:

  • Craig’s seven steps for following through on your ideas
  • How your personality traits affect your ability to generate and carry out great ideas
  • The importance of looking back at how far you’ve come
  • Why you should be doubling your costs when doing a cost-benefit analysis
  • The importance of delegating tasks so you can carry out your highest and best use
  • And more!

Tune in and learn how to start putting your ideas into practice!

Resources: The Freedom Practice | The Estate Planner’s Practice Development Podcast | Kolbe Personality Test | The Blueprint Program

Brought to you by: Iris.xyz

 


Ep 175 – Uncork Your Productivity: Part 1 — With Patty Kreamer and Michelle Donovan



Welcome to part one of this mini-series with our friends Patty Kreamer and Michelle Donovan, co-owners of Productivity Uncorked!

Today, Matt speaks to our special guests about productivity. They bring you actionable advice, covering topics from managing to-do lists and getting rid of brain clutter to calendering and cutting out email-stress once and for all.

In this episode, you will learn:

  • What it means to be truly productive
  • How to go about creating and managing a to-do list
  • How Patty teaches people the time blocking system
  • What it means to be unproductive and how to get ahead of it
  • Some of the biggest time wasters financial advisors deal with
  • Tips for reducing the stress that comes with handling emails
  • What the productivity coaching program by Patty and Michelle entails
  • And more!

Are you ready to uncork your productivity and become more effective? Then tune in to learn how!

Resources: Productivity Uncorked

Brought to you by: Iris.xyz


Ep 174 – Start Creating Documented and Repeatable Systems — With Dean Soto



When Matt gets this excited about a guest, you know it’s going to be good!

Today, Matt chats with Dean Soto, president of Pro Sulum, about scaling your team and saving time by enlisting virtual assistants to document your systems. Dean also explains why rescinding control can be a good thing. In fact, Dean firmly believes that 95% of what we do can be done by someone else if there is a process in place.

In this episode, you will learn:

  • What drove Dean to start his own business
  • Which essential and time-consuming tasks virtual assistants can do for you
  • Who the most important person is to have in your organization
  • How to make standard operating procedures easier to put together
  • Why virtual assistants will save you time and money
  • Where the name Pro Sulum came from
  • And more!

Listen in now to find out how to document your systems and free up your time!\

Resources: Dean Soto via LinkedIn | Pro Sulum

Brought to you by: Iris.xyz

 


Ep 173 – Cracking the Code to Customer Devotion — With Shawn Moon



Today, Matt welcomes Executive VP of Global Sales and Delivery at FranklinCovey, Shawn Moon to the show!

In this episode, Matt steps outside of the finance industry to get Shawn’s fresh, new take on how to cultivate fierce loyalty in your customers. As it turns out, it all starts with your employees — 70% of your customers are influenced by your frontline employees! Today, you will learn how to help your employees strengthen their sense of empathy, responsibility, and generosity.

In this episode, you will learn:

  • Why the finance industry is practically tailor-made for the leading loyalty framework
  • Why it’s imperative to influence frontline employees
  • About the 11 huddles to have with your team
  • Ideas for using a powerful emotion —  surprise — to inspire customer loyalty
  • The satisfaction metric pitfalls to avoid
  • And more!

Tune in and learn how to influence your frontline employees and build customer loyalty!

Resources: Leading Loyalty |  FranklinCovey  

Brought to you by: Iris.xyz

 

 


Ep 172 – Make Your Brand Powerful and Consistent Across Locations — With Austin Schmitt and Elijah Kovar



Great Waters Financial has truly achieved branding excellence. And today, Matt is bringing you some behind-the-scenes insight into just how they did it.

In today’s episode, our friends Austin Schmitt and Elijah Kovar, partners of Great Waters Financial, are here to share their secrets, starting with how they stay in control of their brand message while operating several locations accross the state of Minnesota.  

In this episode, you will learn:

  • An exercise to help you answer: What kind of story do you want to have told about you?
  • How to get down to the core of your brand message
  • Which part of the branding process usually trips people up
  • Why a mission statement is not a marketing message
  • Ideas for building your mission into your culture (even if you have a big team)
  • What percentage of Great Water Financial’s annual revenue is spent on marketing
  • Why your marketing budget should be the last thing you cut
  • And more!

Tune in now to learn tried-and-true strategies for uncovering your brand message and making it shine across several locations!

Resources: Great Waters Financial | Great Waters Financial Facebook Page | Iris.xyz

 


Ep 171 – Start Interrupting Your Patterns — With Jon Dwoskin



Matt is excited to welcome business coach and author of “The Think Big Movement,” Jon Dwoskin to the show!

Jon and Matt take a deep dive into what you can do to get out of your own way, how to reconnect to the bedrock of what makes you tick, and how identifying your personal brand can help you manage your team more effectively.

In this episode, you will learn:

  • Which traits to look for in a mentor
  • Examples of what your personal brand might be and how it affects your work and client relationships
  • How your relationships can change once you identify your personal brand
  • How to take the risks needed to get out of your comfort zone
  • The benefits of interrupting your patterns (and book recommendations!)
  • And more!

If you’re curious about how you can benefit from shaking things up and interrupting your patterns, hit that “play” button!

Resources: Jon Dwoskin Experience | Seat Of The Soul by Gary Zukav | The Think Big Movement: Grow Your Business Big. Very Big! | Jon Dwoskin’s cell #: (248) 535-7796.

Brought to you by: Iris.xyz

 


Ep 170- #BeYourOwnLoud



Matt and Kirk are back on the mic today to discuss #BeYourOwnLoud – how you as an advisor can share your story and build relationships.

Combining the power of LinkedIn and Podcasting, our #BeYourOwnLoud service, Micro-Influencer, is our two part service that can act as an entire marketing strategy for advisors.

With over 20 years in the business, Kirk has experience with just about every marketing tactic that walks across conference stages. Never in his career has he been this excited about a product that offers something truly extraordinary for advisors.

If you’re looking to grow your business and develop lasting consumer relationships, this is an episode you won’t want to miss!

Links: Join the Micro-Influencer Revolution


Ep 169 – Breaking Money Silence with Kathleen Burns Kingsbury



Your host Matt Halloran is thrilled to welcome one of his personal wealth idols, Kathleen Burns Kingsbury to today’s episode.

Kathleen is a wealth psychology expert, founder of KBK Wealth Connection, host of the Breaking Money Silence® podcast, and an internationally published author and speaker. Named one of nine amazing conference speakers in 2017 by Investment News, Kathleen is a sought-after keynote speaker and consultant on the topic of women and wealth and couples and money. Her mission is to empower women, couples, and families (and the advisors who serve them) to shatter money taboos and communicate more effectively about financial matters.

On today’s episode, Kathleen and Matt are going to discuss how you can revolutionize your conversations about money, explore the taboo of money talk, and what you as an advisor can be doing to help yourself and your clients talk about their dollars.

Top Advisor Marketing Listener Special

In her latest book, Breaking Money Silence®, Kathleen provides her readers with a step-by-step guide to opening up about a difficult subject. It offers a strategy that can save money, improve relationships, and help people raise fiscally responsible children. We’re giving away a FREE copy of Kathleen’s Executive Summary from her latest research on Breaking Money Silence! Find your copy today at: http://bit.ly/breakingmoneysilence

Links: Kathleen Burns Kingsbury | Breaking Money Silence® Executive SummaryBreaking Money Silence® Podcast


Ep 168 – Disability Awareness with Liz Travis Allen



Matt welcomes disability activist and policy director Liz Travis Allen to today’s show to discuss with our audience the business applications for disability awareness.

Liz’s specialty is helping companies build a more equitable and accessible workplace for those who are immunodiverse. By providing companies with concrete ideas they are able to build a more inclusive and accessible company culture and product/service for those with invisible illnesses.

With over 133 million Americans managing a chronic illness, this is a massive market that many advisors and providers tend to ignore. Liz and Matt explore different ways companies can use some of Liz’s tangible tactics to create a more equitable and inclusive workplace.

Links: Liz Travis Allen LinkedInhttps://www.liztravisallen.com/ | Follow Liz Medium @liztravisallen


Ep 167 – Worthwhile Content with Erica Gellerman



On today’s episode, Matt is diving into the power of making great content Erica Gellerman.

Erica is a marketing consultant and writer specializing in the financial services industry. Her work has been featured in Forbes, Business Insider, DailyWorth, Huffington Post, and Money. Her marketing consulting business, The Worth Project Consulting, helps CPAs, RIAs, and financial services companies generate leads and nurture a loyal client/customer base through digital and content marketing.

As an expert in writing for the financial industry, Erica shares some of her insight into the value of great content and the various ways you can execute this. If you’re looking to break into content marketing, or need some advice on where to take your content generation, this podcast is for you!

Links: Erica Gellerman LinkedIn | The Worth Project Consulting 


Ep 166 – The Happiness Factor with Christy Aleckson



Today Matt welcomes highly sought after speaker and award winning financial processional Christy Aleckson to the show.

Christy is the CEO and Founder of Single Point Financial Advisors where she actively works as a financial advisor with individuals, families, and micro/small business owners. She is also a Behavioral Financial Advisor™, an asset to helping her clients identify values and match them to their planning.

Christy has built a truly unique and different client experience through use of happiness (one of her company’s core values), humor, and by creating a judgement free zone for her clients.

Matt and Christy explore these unique aspects of her business, which have helped her and the company to grow into a thriving financial space.

If you’re interested in creating your own unique client experience, don’t delay on listening!

Links: Christy Aleckson LinkedIn | Single Point Financial Advisors |


Ep 165 – Reach, Engage, and Earn the Female Dollar With Barbara Provost



Your host, Matt, welcomes returning guest Barb Provost to the show to discuss her latest training program: Reach, Engage, and Earn The Female Dollar.  

No stranger to hard work and challenges, Barbara is the Founder of Purse Strings LLC. Her professional experience, active research, and continuous data gathering activities, led her to discover that women are a tremendously underserved market, to the tune of 20-trillion dollars. And yet, financial firms are leaving this money on the table by failing to engage women.

With that discovery in mind, Barbara developed expertise on what these institutions need to do in order to reach and engage women. She has created the first empowerment, education, and training tools to earn the vast spending power of the female dollar.

On today’s show, Matt and Barb discuss concrete steps you can take as an advisor to improve your approach to working with women and tap into that 20-trillion dollar market. Listen in to hear Barb’s expert advice and discover what changes you can make to earn that female dollar!

Top Advisor Listener Special!

SUPER SUMMER SALE – REACH, ENGAGE, AND EARN THE FEMALE DOLLAR

In a comprehensive 3-week online workshop, you will gain the insight you need to earn the respect and trust of 51% of your market — women!

Led by renowned expert and consultant to the World Bank/IFC and owner of Purse Strings LLC, Dr. Barbara Provost! You’ll walk away with the tools and strategies you need to set your business on FIRE this summer! Barbara is an adult educator and financial services consultant who knows what women want and will give it to you straight!

Even better, there is a limited Super Summer Sale discount! and it’s only $249! PLUS, you will earn 12 CE credits when you complete the course.

Sign up today at: http://bit.ly/earnthefemaledollar

Links: Purse Strings – Reach, Engage, and Earn the Female Dollar | Women as a Focus Video | Purse Strings |


Ep 164 – Your Personal Financial Snapshot With Kyle Christensen



Your host, Matt Halloran, welcomes Kyle Christensen to today’s show to discuss his company and software: Personal Financial Snapshot.

Our focus at Top Advisor Marketing Podcast is to provide our listeners with tools to help them build a truly unique service that will separate them from the advisor down the street. Personal Financial Snapshot does just that.

Personal Financial Snapshot is designed with the clients’ needs in mind first and uses five core principles:

  1. Save at least 15% or more
  2. Maximum protection
  3. Full replacement of assets upon death
  4. Six months to one year of asset storage
  5. Velocity of money

The five principles of Personal Financial Snapshot take financial planning to another level by leaving behind needs-based analysis and project-based analysis.

If you’re looking to give your clients the opportunity to make education-based decisions or are ready to add a higher level of planning to your practice, this is an episode you don’t want to miss!

Links: Kyle Christensen LinkedIn | Personal Financial Snapshot | Five Principles of Personal Finance


Ep 163 – The Power of Recruiting with Tim Martin



Your host Matt shares the mic today with another incredible podcaster, Tim Martin. Today, the two experts are diving into how you can use recruiting as a retention, marketing, and legacy tool.

Tim has spent the past 22 years in Voluntary Benefits sales world. He has recruited, hired, and on-board over 2,000 commission only sales agents – making him an expert in the world of recruitment! When he’s not building up his business, Tim is the host of Success is Voluntary, a show focused on mastering the sale of volunteer benefits.

If you’re ready to further develop your business or are in need of the push to begin your own recruiting program, be sure to listen in today!

Links: Tim Martin LinkedIn | Success is Voluntary | The Sales Boss |


Ep 162 – 7 Podcast Tactics to Grow Your Business



Today Matt and Kirk are back on the mic and switching it up! Kirk is taking over today’s episode, and interviewing your regular host, Matt,  on the 7 podcast tactics to grow your business.

At Top Advisor Marketing, podcasting has been pivotal to the success of the business. Within less than 24 months, we’ve grown from a book balance of zero to our latest evaluation of over a million dollars. As our central hub to business development and growth – Matt and Kirk understand the value of podcasting.

As an time effective and financially efficient solution, podcasting is a great way to get your thought leadership out and heard.

So if you’re curious as to what it takes to create a great podcast and what that can do for your business, be sure to tune in to these seven tactics today!

Links: Your Complete Guide to Starting a Podcast | Join the Micro Influencer Revolution |


Ep 161 – The Top 10 Arguments Against Niche Marketing – And Why They’re All Wrong!



Matt and Kirk are back on the mics today to discuss an important topic when it comes to building your brand and your business – why advisors avoid using niche marketing and the problems it can cause.

With years of experience in branding and finance, Matt and Kirk have repeatedly faced advisors who are unwilling to explore the potential that niche marketing has for their business. They’ve compiled their list of the ten most common excuses to niche marketing – and they’re here to bust them all wide open!

So if you’ve been hesitant to niche your financial advisory business, or you’re looking to narrow your business model further, be sure to tune in today!


Ep 160 – The Decommodification of Your Services with Kirk Lowe



Today Matt shares the mic with Top Advisor Marketing’s Brand Guy, Kirk Lowe, to discuss one of the most important factors to separating yourself from your competition – decommodification.

With any service you’re forever fighting the fact that there is always someone cheaper. Price tags commodify who we are and what we do in a way that can make our businesses and our brilliance feel small. And it’s easy as a business provider to blame your investors or clients for failing to understand just how impactful your services can be. Making them more than just a price tag.

Kirk and Matt dive into how you can break down your services and prove your worth to incoming clients, AKA decommodifying your offering so that your ideal client understands who you are, what you do, and what makes your truly unique and different.

If you’re ready to show your ideal client the true worth of your services, be sure to tune in today!

Links: There is Always Someone Cheaper |


Ep 159 – The College Money Academy with Kelly O’Connor



Today Matt welcomes life long insurance specialist Kelly O’Connor to the show to discuss one of Kelly’s incredible creations  – The College Money Academy.

The College Money Academy was designed to help parents reduce the cost of college. As one of life’s major expenses, you as advisor know what your clients go through in order to ensure their children have the best opportunities for the future. And with Kelly’s resources, this get’s a whole lot easier. You can help your clients save up to 86% off the sticker price of attending college!

So if you’re looking for a way to differentiate yourself from the advisor down the street and help your clients save a LOT of money on those college tuition bills, Kelly has the solution for you.

Tune in today to learn more!

The College Money Academy: A one stop shop for the best education you can get when it comes to reducing the bottom line on your college tuition bills. Whether you’re looking at your own family, or ready to get educated to help your clients, The College Money Academy has all the resources you need for one low cost!

Links: Kelly O’Connor LinkedIn | Kelly D O’Connor | The Three Secrets of Reducing College Fees


Ep 158 – Creating Compelling Business with Amit Dogra



Matt welcomes Amit Dogra, CEO of Third Seven Advisors to today’s episode. Some of you may recognize Amit from his appearance on Permission to Succeed Podcast. where he shared his knowledge on what it means to succeed as a CEO.

For today’s episode, Matt and Amit are taking this conversation deeper into the world of running a business. The two explore what makes Third Seven Advisors truly unique and different, with an emphasis on how they are able to attract their ideal clients.

Three major areas of focus for Third Seven Advisors are:

  • We believe human interaction is the best way to invest in order to achieve your life and wealth management goals
  • We believe in putting investments back in investing
  • We believe in value creation

Amit is an executive with over 20 years of experience in helping investment advisors, Family Offices and wirehouse firms grow through business leadership, practice management, investment management, sales and relationship management.

Links: Amit Dogra LinkedIn | Third Seven Advisors |


Ep 157 – Provoking Brilliance with Machen MacDonald



Your host Matt Halloran welcomes longtime friend of Top Advisor Marketing Machen MacDonald to today’s podcast. Machen is the founder of Pro Brilliance Leadership Institute and is renowned in the financial sector as one of the best leadership coaches around.

The basic definition of leadership is bringing out the best in ourselves and others. As a business owner, are you able to help others to perform at their full potential? Would you define yourself as a successful leader? Or do you even have qualifiers for being a successful leader?

Today’s podcast will help you discover what true leadership in business means, what areas you might be lacking in as a leader, and the next steps to becoming a better leader.

If you’re looking to improve the quality of your offerings and your office culture, listen in today to learn how you can provoke the brilliance around you!

Exclusive Offer: If you love what you’re hearing from Machen, you can sign up today for a FREE 45-minute Strategic Breakthrough & Clarity Session. This 45-minute session will help you get the clarity, confidence, and focus you want for yourself. Are you ready to take charge of your business? Schedule your 45-minute session today!

Links: Machen MacDonald LinkedIn | Pro Brilliance Leadership Institute | MindScan Assessment | 21 Day Magnetic Habits Program


Ep 156 – Education Planning with Priscilla ONeill



Today your host Matt Halloran is pleased to welcome education planning expert Priscilla ONeill to today’s episode to discuss what you can be doing as an advisor to assist your clients with education planning.

Priscilla is the president of Summit Scholar and a Certified Educational Planner. At Summit Scholar, Priscilla has designed software and a four phase college strategy process for highschool aged students so that they can have a thorough understanding of their financial AND educational situation in order to make the best choices for their futures.

If you’re looking to give your clients and their children a true analysis of all the aspects of college, acceptance, and funding this episode is for you! Tune in today and be sure to connect with Priscilla for more information!

LINKS: Priscilla ONeill LinkedIn | Summit Scholars


Ep 155 – Defining Global Leadership with Jodi Morris



On today’s episode of Top Advisor Marketing, we’re stepping away from the US economy to look at the big picture of global connection and wealth. Your host Matt welcomes Jodi Morris, founder of Connecting Growth Globally, to discuss what it takes to develop global leadership and how it’s possible to connect your global growth.

Jodi’s mission in her work is to help motivated, curious, globally-minded individuals and teams define and harness their values, strengths and story to better maximize their life impact. Her two main avenues to achieve this is Success Coach and Global Leadership Trips. In an industry where people often feel they’re unable to be themselves, Jodi’s work enables financial service professionals to add the WHY to their business model and professional lives.

If you’re interested in learning more about global leadership, or how your business model could benefit from a bit more WHY be sure to listen in today!

Links: Jodi Morris LinkedIn | Connecting Growth Globally |


Episode 154 – The Art & Science of Marketing with Andrew Healy



At Top Advisor Marketing we don’t look at anyone as “the competition”. Which is why it’s always a pleasure to host someone else in the financial marketing industry to share their expertise and insights.

Joining Matt today is Andrew Healy, co-founder and partner at the financial marketing agency Water & Wall. Andrew co-founded Water & Wall with the expressed purpose of applying his love for capturing clients’ stories and sharing it with the exact right audience to help their businesses grow. He takes a measured, disciplined approach to the communications process that has resulted in some of the longest-tenured client relationships in the business, and he’s a driving force behind the agency’s expansion into digital and next-gen marketing techniques.

Matt and Andrew discuss what holds advisor’s back from marketing, key components to building an authentic brand, what crisis management can look like in finance and so much more! Be sure to tune in today to discover how to create your own complete marketing solution!

Links: Andrew Healy LinkedIn | Water & Wall Group |


Ep 153 – Direct Response Marketing with Seth Greene



Today your host Matt is joined by the one and only Seth Greene to discuss his expertise in direct response marketing.

Seth is the nation’s foremost authority on growing your business with a podcast along with being the co-host of the Sharkpreneur podcast with Shark Tank’s Kevin Harrington that was just named “One of the Top 10 Podcasts to Listen to in 2019” by Nasdaq. He is also a 7-time best selling author and has been interviewed everywhere from Forces to CBS Moneywatch.

Matt and Seth are diving into what direct response marketing is and how you as an advisor can utilize this tool to create momentum marketing and fill your client list.

If you’re ready to experience two podcasting and financial marketing experts, be sure to listen in today!

Links: Seth Greene LinkedIn | Sharkpreneur Podcast  | Market Domination |


Ep 152 – Setting Realistic Social Media Goals with Ediri Obor



Your host Matt Halloran is joined by one of our team members and social media specialists Ediri Obor today to discuss setting social media goals.

Unrealistic social media goals are one of the biggest obstacles business owners face when it comes to successful marketing. Whether that comes from a lack of understanding of the medium, or the inability to integrate social media in their large scale marketing plan, these unrealistic goals and misuse of social media can hold you back from your marketing success.

Discover the mindset you need to get your social media back on track and ramp up your marketing strategy by listening in with Matt and Ediri today!

Links: Ediri Obor LinkedIn | How to Create the Right Expectations for Your Social Media Marketing


Ep 151 – Equal Pay Negotiations with Katie Donovan



To finish of Women’s History Month, your host Matt Halloran welcomes pay equity expert Katie Donovan to discuss what you can be doing to decrease the wage gap in your business.

Katie is the first pay expert to be featured on Top Advisor Marketing Podcast. She began the movement in Massachusetts to ban use of salary history in hiring and compensation decisions which has had a dramatic impact on lessening the pay gap. She is now a consultant and owner of Equal Pay Negotiations (EPN). Her work their strives to achieve equal pay for all groups who are systemically underpaid including women, people of color, members of the LGBTQ community, and people with disabilities, through pragmatic solutions similar to ending the use of salary history.

Discover ways you can change your hiring process, optimize your current payroll employee and learn what finance as a whole can be doing to decrease the wage gap. Listen in today!

Links: Katie Donovan LinkedIn | Equal Pay Negotiations 


Episode 150 – Part 3: The Compounding Impact of Marketing to Women with Podcasts: How to Maximize Your ROI Featuring Adri Miller-Heckman



Your host Matt welcomes returning guest Adri Miller-Heckman for the final installment of their  three-part mini-series titled: The Compounding Impact of Marketing to Women With Podcasts: How to Maximize Your ROI. 

For their final segment together, Matt and Adri discuss how you go about bringing products and services to market. With all things in business, you need to be willing to take a risk with your marketing. Not every strategy or idea is going to work 100%.  From today’s episode, you’re going to walk away with the answer to three key questions:

1. What are the benefits? (And get ready because it’s not what you think!)

2. Where do I start and what steps will I need to take?

3. How do I make my marketing a defining moment?

With some help from Matt and Adri, your marketing is bout to get easier. Learn how to plan strong marketing strategies, put yourself out there, and understand the multidimensional benefits of your marketing.

Adri is a globally recognized speaker, author, and consultant in the financial industry. She is the founder of femXadvisor™, a professional training and coaching business designed to help advisors generate exponential growth with the femXadvisor™ process to create a female-friendly, results-oriented financial practice.

Top Advisor Listener Special!

FREE 30-Day Trial! 

Whether you are actively pursuing the female market or simply want to develop a stronger relationship with your existing female clients, our Engaging Email Marketing Membership program will make the process easier and more effective. As a member, you receive female-friendly engaging nurture emails that are easy to implement; tools to engage women, making your efforts more effective; and ideas, strategies, and live coaching to make marketing to women FUN! Try our 30-Day Free Trial! Learn more at http://adrimillerheckman.com/tools/topadvisor/


Ep 149 – Part 2 of The Compounding Impact of Marketing to Women with Podcasts: How to Maximize Your ROI Featuring Adri Miller-Heckman



Your host Matt welcomes returning guest Adri Miller-Heckman to part two of their three-part mini-series titled: The Compounding Impact of Marketing to Women With Podcasts: How to Maximize Your ROI. 

On today’s episode, Adri discusses the most common questions and concerns she hears from women about podcasting. With Adri hosting the interview, listen in and learn from your host Matt how you can overcome some of the apprehensions about podcasting and sharing your story. In addition, you’ll discover the value of podcasting for women in the financial sector and the impact it can have on maximizing your ROI.

Adri is a globally recognized speaker, author, and consultant in the financial industry. She is the founder of femXadvisor™, a professional training and coaching business designed to help advisors generate exponential growth with the femXadvisor™ process to create a female-friendly, results-oriented financial practice.

Top Advisor Listener Special!

FREE 30-Day Trial! 

Whether you are actively pursuing the female market or simply want to develop a stronger relationship with your existing female clients, our Engaging Email Marketing Membership program will make the process easier and more effective. As a member, you receive female-friendly engaging nurture emails that are easy to implement; tools to engage women, making your efforts more effective; and ideas, strategies, and live coaching to make marketing to women FUN! Try our 30-Day Free Trial! Learn more at http://adrimillerheckman.com/tools/topadvisor/


Ep 148 – The Compounding Impact of Marketing to Women With Podcasts: How to Maximize Your ROI featuring Adri Miller-Heckman



Your host Matt welcomes returning guest Adri Miller-Heckman to part one of their three-part mini-series titled: The Compounding Impact of Marketing to Women With Podcasts: How to Maximize Your ROI. 

Adri is a globally recognized speaker, author, and consultant in the financial industry. She is the founder of femXadvisor™, a professional training and coaching business designed to help advisors generate exponential growth with the femXadvisor™ process to create a female-friendly, results-oriented financial practice.

On today’s episode, Matt and Adri discuss the importance of branding when its come to marketing to women. Listen in to discover some of the critical elements of honing your message to create a real and authentic experience that appeals not only to your women clientele but men as well.

Top Advisor Listener Special!

FREE 30-Day Trial! 

Whether you are actively pursuing the female market or simply want to develop a stronger relationship with your existing female clients, our Engaging Email Marketing Membership program will make the process easier and more effective. As a member, you receive female-friendly engaging nurture emails that are easy to implement; tools to engage women, making your efforts more effective; and ideas, strategies, and live coaching to make marketing to women FUN! Try our 30-Day Free Trial! Learn more at http://adrimillerheckman.com/tools/topadvisor/


Ep 147 – Tips to Creating Your Marketing Calendar with Kaley Lewis



Your host Matt Halloran is welcoming back a returning guest and one of Top Advisor Marketing’s very own Kaley Lewis to discuss how you can create timely and engaging marketing calendars.

The two social media veterans discuss the value in adding timely and sometimes humorous posts to your regular social media calendar, how you can use an annual structure to create content for your podcast or blog, and some of their favourite “days” to celebrate.

Let Matt and Kaley help you build your marketing calendars by listening in today!

Links: Kaley Lewis LinkedIn | Tips For Creating Engaging and Timely Marketing Calendars


Ep 146 – Creating Your Story Brand with Amy Huth



Your host Matt Halloran welcomes Amy Huth, founder and CEO of Due North Brand Consulting to today’s show to discuss how you can use storytelling to further develop your brand.

Story branding has been in the industry for a while now, but many advisors haven’t been executing the practice to it’s fullest potential. With over 16 years of experience, Amy understands what it takes to make your brand a priority and how you can take your brand and your bottom line to the next level using storytelling with a purpose.

If you’re looking to grow your brand, or discover how to build a brand that tells the story and success of you, be sure to listen in today!

Links: Amy Huth LinkedIn |Due North Brand Consulting |


Ep 145 – Flourish Financially with Kathy Longo



On our second episode of Women’s month, your host Matt Halloran welcomes Kathy Longo, CFP®, CAP®, CDFA to discuss her newest book Flourish Financially: Values, Transitions, and Big Conversations.

Kathy brings 25 years of experience and her extensive knowledge and wisdom working as a wealth manager, financial planner, firm manager, and business owner to her writing and this podcast!

Kathy’s new book, Flourish Financially: Values, Transitions, and Big Conversations, explores how the concept of money is a lot more than the dollars and cents we earn, save and spend.

Get to the know the author and learn more about this incredible book, what it takes to become an author, and a few marketing tips to make your next book an incredible success!

Links: Kathy Longo LinkedIn | Flourish Financially |


Episode 144 – Social Media Changes of 2019 with Julia Ritchie



Your host Matt Halloran welcomes one of Top Advisor Marketing’s very own Julia Ritchie back to the mic today to dive into what’s happening in social media!

Julia is one of our social media specialists at Top Advisor Marketing and one of her primary focuses is keeping us current with the ever evolving changes that are happening on your social platforms. One of our top priorities for our clients is to please the algorithm with every post we make, and with Julia’s help we’re able to stay on top of those changes.

In today’s episode Julia and Matt discuss some of the big changes we’ve seen since the start of 2019, and what you as advisors, lawyers, or business owners can be doing to stay proactive on your social media.

Tune in today to keep your engagement high and social media successful!

Links: Julia Ritchie LinkedIn | Social Media Changes Report 


Ep 143 – The Taylor Method with Eszylfie Taylor



Today Matt welcomes award winning advisor, broker and agent Eszylfie Taylor! With nearly two decades in the business, Eszylfie has managed to succeeded exponentially in the trenches and through his experiences created The Taylor Method, the topic of today’s podcast.

The Taylor Method is an accumulation of Eszylfie’s career triumphs and failures. Derived from over 16,000 client interviews, the Taylor Method puts all the ideas, tools, language and processes for success in one convenient online location.

Matt and Eszylfie explore the substance behind the method and the value it can bring to your advisory business.

Be sure to tune in today to learn more about what The Taylor Method could be doing for you!

Links: The Taylor Method | Eszylfie Taylor LinkedIn


Ep 142 – The Intersection of Leadership, Character, and Ethos with Dr Sean Hannah



Ethos is defined as the core values, beliefs and ideal that a leader will hold and manifest out to positively influence others and organizations. Do you recognize the ethos in yourself as a business leader? Or are you trying to cultivate your own sense of ethos?

If you’ve got questions about your leadership skills, ethos, or how to build the characteristics of a leader, this podcast is for you!

Today Matt is joined by Dr Sean Hannah, a Wake Forest University School of Business professor, retired US Army Colonel, and one of the founding members of 3ethos.

With extensive background in leadership, Dr Sean has spent decades building leaders in the military and in finance to become better stewards, governs, and leaders in the business that they do.

Tune in today to learn more about the leadership characteristics that can you set you apart from the crowd, and build a business you and others believe in!

Links: Dr Sean Hannah LinkedIn | 3Ethos.com |


Ep 141 – Marketing as an OSJ with Craig Snyder



It’s a first for our host Matt Halloran as he welcomes our first OSJ to the show, Craig Snyder.

Craig is the CEO and Founder of the America Group, a premier financial services group at LPL Financial. With over 40 years in the business, Craig understands what it takes to develop a strong brand and flourishing business.

With our focus on bringing you, our listeners, something unique and different with every podcast Matt is thrilled to sit down and discuss Craig’s extensive experience and the marketing success he’s develop with the America Group.

Tune in today for more top advisor marketing tips!

Links: Craig Snyder LinkedIn | America Group


Ep 140 – Business Marketing Strategy with Diederik Heinink



Matt welcomes another international guest to today’s show, Diederik Heinink, to discuss some of his experience building business marketing strategies and what you can do to change yours!

Diederik has a resume a mile long with experience building brands and business all over the world. He recently opened up his own company, East Marketing, which specializes in designing marketing strategies for #FinTech companies and where he serves as founder and CEO.

Diederik shares in his expertise and advice on some of the strategies you can incorporate into your business/marketing plan to help you see growth and consistent results.

Be sure to tune in today for some refreshing advice when it comes to your marketing strategy!

Links: Diederik Heinink LinkedIn | East Marketing 


Ep. 139 – Becoming a Great Host with Celeste Headlee



In our most meta podcast to date, Matt is joined by public radio journalist and author Celeste Headlee to discuss what it takes to become a great host.

Some of you may recognize Celeste’s name from her work with a variety of publications including NPR, PBC, GPB, and PRI. In addition to her spoken work, Celeste is the author of two books, We Need to Talk: How to Have Conversations That Matter, and Heard Mentality: An A-Z Guide on How to Take Your Podcast or Radio Show from Idea to Hit.

Together, Matt and Celeste dive into the two major components of being a great podcast host: what can be taught and what is innate.

If you’ve ever considered podcasting, or currently host your own, be sure to listen in today and discover what your podcast could be missing!

Links: Celeste Headlee LinkedIn | Heard Mentality: An A-Z Guide to Take Your Podcast or Radio Show From Idea to a Hit|Celeste Headlee TED Talk: 10 Ways to have a better conservation | We Need to Talk : How to have Conversations That Matter


Ep 138 – Revolutionizing Recruiting with Amir Bormand



Are you ready to change the way you think about recruiting? Matt Halloran is joined by Amir Borand, co-founder of Elevano, and a new age expert in recruiting.

Amir and along with his founding partner, are out to change the way people recruit. Using social media, Elevano helps employers find the right people and bring them into their business. Leveraging digital content, Amir is trying to break away from traditional methods of recruiting, to create a space that is open to a much more social conversation.

If you’re looking to grow your team, or perhaps seeking a new professional endevour, be sure to tune in today to find out how with the right recruiting anything can happen!

Links: Amir Bormand LinkedIn | Elevano


Ep 137 – 2019 Marketing Trends with Luke Acree



With the first month of 2019 behind us, it’s time to refocus on marketing! Host Matt Halloran welcomes returning guest Luke Acree of ReminderMedia back to the microphone today to discuss the biggest marketing trends of 2019.

Luke is one of the founding partners of ReminderMedia, where they provide marketing services beyond the financial sector giving them the edge on marketing strategies and success stories. Luke offers some of his best advice to keep your marketing relevant throughout 2019.

Tune in today to learn more about how you can make 2019 your best marketing year yet!

Links: Luke Acree LinkedIn | ReminderMedia


Ep 136 – The Man Behind the Voice with Aric Johnson



To welcome in a new month, your host Matt Halloran is featuring one of his team mates and long time friends, Aric Johnson.

Some of you may recognize Aric as the host of several of our Top Advisor Marketing client podcasts, but his work goes beyond our microphones. Aric is a business coach/consultant, the VP of Advisor Development at Christian Wealth Management, and a professional speaker.

Aric brings all that experience to our clients at Top Advisor Marketing, and directs so that they can bring their best self and provide optimal information and guidance to their audience.

If you’ve ever been curious about what it takes to be an incredible podcast host, or how we make podcasting work here at Top Advisor Marketing, be sure to tune in today!

Links: Aric Johnson LinkedIn |


Ep 135 – The Value of Vision with Karen Coyne



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



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



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



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



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



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



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 PodcastCraig 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



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


MarketCounsel Summit Series: Make Your Move with Mark Albers



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



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



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



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



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



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



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



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



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



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



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



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



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



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



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



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



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



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



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



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



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?



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



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 


Ep 126 – Being a Category of One with Joe Calloway



On this episode of Top Advisor Marketing, Matt Halloran welcomes Joe Calloway to discuss one of his many books, Becoming A Category of One: How Extraordinary Companies Transcend Commodity And Defy Comparison.

Joe helps leaders focus on what is truly important, inspires new thinking about effective leadership, and motivates them to immediate action.

As many businesses today follow a cookie-cutter plan, to become a Category of One you must discover how to decommonditize your business and stand out from the crowd.  Are you providing a specialized service to your clients? Are you relevant? Do you provide value and consistency of performance? Listen in and learn tips from Joe and Matt to setting yourself apart from your competitors and turn your business into a market leader.

LINKS: Joe Calloway LinkedIn | Becoming a Category of One |


Ep 125 – Hosting a Successful Seminar with Mike Thurman



Do you find your seminars are lacking that punch that results long potential prospects lists? Matt explores the top three strategies for hosting a successful seminar with returning guest, Mike Thurman, co-founder of White Glove Workshops.

Mike has over 25 years experience in the financial industry and has hosted over 1000 educational seminars, making him an expert in the field. Along with Matt, Mike reviews his three key components to seminar success: plan the process, possess the heart of a teacher, and finishing strong.

Join us today and be sure to check out White Glove Workshops resources on their website!

LINKS: Mike Thurman LinkedIn | White Glove Workshops |


Ep 124 – The Value of Tech Integration with Kristen Schmidt



Today Matt is diving into the importance of technology integration with tech strategist, speaker, consultant, and founder of RIA Oasis, Kristen Schmidt.

Integrating your technology not only helps make things easier around your office, it can free up time so you can do more in your practice while creating better client services/experience, and creating seamless prospecting. Oftentimes advisors fail to use their technology to the fullest potential – with most firms only using 20-30% of what their technology offers.

As one of the few RIA tech experts, Kristen spends every day working with the very systems that drive your business. Kristen and Matt walk through the basic steps that you can take to evaluate your technology and come to some decision on what comes next.

LINKS: RIA Oasis | Kristen Schmidt LinkedIn 


Ep 123 – Power of the Purse with Lynn Evans



Have you ever thought you had such a great ideasomeone might just pay you to read it? Often times advisors reach a point in their development where they’re told to put pen to paper and draft the next best financial read. But how many of us consider what a great opportunity a book can be for marketing?

Joining Matt today is fellow podcaster, author, CFP®, and speaker Lynn S. Evans to discuss how she developed, marketed, and wrote her book, Power of the Purse.

Lynn is a national leader in the financial planning industry. Lynn has a profound understanding of the deep relationships that revolve around women and money. Through the work of her book, podcast, radio show, and financial network, Lynn has made it her personal mission to help baby boomer women become financially literate and take back control of their finances.

Learn more about Lynn, her book, and marketing in this great episode today!

LINKS: Power of the Purse Podcast | Women of Substance | Lynn S Evans LinkedIn | Power of the Purse Book


Ep 122 – The Money Personalities with Scott & Bethany Palmer



As a financial advisor – how do you differentiate yourself? Realistically, pricing and services are pretty constant across the board now, so what’s left to make you stand out? The answer is your client relationships.

Joining Matt today is the incredible power couple Scott and Bethany Palmer of the Money Couple to discuss one of the biggest buzzwords in financial services, behavioral finance. In today’s episode, learn how you can use this tool to successfully differentiate yourself from your competition.

With Bethany and Scott’s game changing discovery of the Money Personalities Test, you can revolutionized how your clients think of their relationships with money. With a deeper understanding of your clients intricacies with money, you can develop more custom plans to suit their needs. Prepare for 2019 to offer the best and most custom service yet!

LINKS: The Money Personalities Test | Scott Palmer LinkedIn | Bethany Palmer LinkedIn | The Money Couple


Ep 121 – Merging Your Firms with Jennifer Goldman



Matt is joined by returning guest Jen Goldman, of Jennifer Goldman Consultants to discuss a big topic, with little content – how to merge a CPA firm with a wealth management firm.

As a business transformation consultant Jen has experienced first hand the growing pains that come from merging these two businesses. When her journey began, she sought all the material and advice should could online, and surprisingly, came up pretty empty handed. With over 50% of CPA firms now offering some form of wealth management, it’s hard to envision that this practice has been so over looked.

But fear not. Given Jen and Matt’s shared experience on the topic, the two of them dive into some of the key things you need to know about making your business merger a major success.

LINKS: Jen Goldman LI | Jennifer Goldman Consulting


Ep 120 – Getting Stuff Done with Dave Crenshaw



Best selling author, speaker, business coach Dave Crenshaw joins Matt Halloran today to discuss what he knows best – accountability and time management. Dave is a particular expert in his field as his personal background isn’t that he’s a classic type A person. On the contrary, Dave has been diagnosed with ADHD, making him inherently disorganized.

Unlike many others we often hear from explaining to us how to stay focused, Dave has overcome his natural instinct for chaos and can now behave as though he has inherently organized, a skill set he has now taught hundreds to thousands of people. Having designed a system that was built for the most disorganized person in the world, Dave understands how to take anyone, regardless of their starting point, to a level of successful organization.

Together with Matt, Dave is going to explore how you can become the master of your own time by understanding a few of the simple lies we often tell ourselves that keep us from optimal efficiency. If you’re ready to take 2019 by storm, listen in today and find out how to become master of your own time and success.

Links: Dave Crenshaw Linked | DaveCrenshaw.com |


Ep 119 – Reaching your Ideal Client with Susan Danzig



Today on Top Advisor Marketing Podcast, host Matt Halloran interviews business development expert Susan Danzig! For over 25 years, Susan has worked as a business coach helping her clients understand, appreciate and clarify their true value, define their specialization, and create effective marketing strategies.

As a Master in Neuro-linguistic Programming Coach, Susan has dedicated herself to freeing her clients from the human condition that causes us to limit our beliefs in our success. After working with hundreds of advisors, Susan recognized that regardless of their level of success, it was her own clients who stood in the way of achieving success. Using her extensive resume and her education, Susan is changing the way advisors attract and retain their ideal clients.

If you’re looking to set a new tone for 2019, or simply in need of a 4th quarter boost, be sure to listen in today! And check Susan’s websites for some incredible free resources!

Links: Susan Danzig LLC | Susan Danzig LinkedIn


Ep 118 – Top 10 Interview Tips with Matt Halloran



Switching up sides of the mic today, Kirk sits down to interview our regular host Matt Halloran! Together, the two are diving into the top 10 interviewing tips. If you’re a podcaster wanting to up your game, or perhaps someone who frequently makes appearances on other people’s podcast, Matt has the ten things you need to be doing to create engaging dialogue and quality content. Be sure to listen in with Matt and Kirk today!


Episode 117 – Video Marketing with Robin Powell



As an advisor, what is the best way to communicate with your clients? Many of us read or create blogs for our clients, or perhaps have even broken into the world of audio podcasting. But have you ever created a video for your clients? Or are you deterred by what you feel is a cumbersome and expensive medium?

Today, Top Advisor Marketing is travelling across the Atlantic to speak with Robin Powell, journalist and financial educator, on the topic of video marketing with advisors.  Robin specializes in creating quality video products for advisors, and his here to share in his expertise and maybe convince some of our listeners that video has a place in their marketing plan.

Learn how you can create your own video marketing to build rapport, drive website traffic, and create lasting and memorable content.

LINKS: Robin Powell


Episode 116 – Persuasive Communication with Jeff Tippet



Client acquisition is one of the most expensive parts of running a business. From the marketing to the sales calls to the seminar events, everything has a cost. So are there ways to make all of those steps more affective?

Professional Speaker, author, and entrepreneur Jeff Tippet joins host Matt Halloran today to discuss how you can use persuasive communication to build the business you want.

Persuasive communication often gets a bad rapt for being aligned with manipulation. However, the two couldn’t be further from the same thing. Persuasive communication techqniues call someone to something using effective reason and argument. We all believe in the products we are selling, and persuasive communication can help you effectively articulate this.

If you’re interested in fixing your communication skills, and developing stronger and longer lasting client relationships, listen in with Jeff and Matt today!

LINKS: Pixels are the New Ink | Jeff Tippet LinkedIn


Episode 115 – Successfully Using an Exclusive Niche with Michael Graef



Joining Matt Halloran today is CFP and Vice President of Christian Wealth Management, Michael Graef. Michael is one of the founding members of Christian Wealth Management and works closely with another of our podcast guest, Robert Netzly.

Together they have built a successful business, process, and organization structured around BRI (Biblically Responsible Investing). This business model could be described as a limiting niche, however, like all niches, if use correctly, can make a world of difference in your marketing strategy and bottom line.

To learn more about how you can better use a exclusive niche to launch your business, listen in today!

LINKS: Michael Graef LinkedIn | Inspire Investing | Christian Wealth Management


Episode 114 – Are you brand worthy?



Your brand is the first thing a client encounters when it comes to discovering you. Whether it’s through your website, a business card from a friend, or the logo on the front door to your office. It’s the sign off on an email, it’s the greeting on the phone, you need to live breath and be your brand. So how can you tell if it’s good enough?

Our very own Branding Expert Kirk Lowe joins Matt today as they discuss if you’re brand worthy. Answering some tough questions, with even tougher answers, Matt and Kirk cover several of the areas you need to consider when deciding if you and your brand are up to snuff.

If you’re looking for more information on branding, be sure to check out our branding resources at Advisor Utoday!


Episode 113 – The Keys to the Ladies Room with Adri Miller-Heckman



Adri Miller-Heckman joins host Matt today to dive into her game changing book, Keys to the Ladies Room. As you might have guessed, Adri wrote the book on what advisors need to know to effectively market and attract female clients.

In addition to her work as an author, Adri is the founder of FemX, and she regularly consults and coaches financial advisors on how to build powerful female focused marketing plan. With Adri’s help, advisors can affectively market to both genders, creating exponentional growth for years to come.

Join Matt and Adri today to learn what you can be doing to create a quality and sustainable marketing strategy.

LINKS: Adri Miller Heckman | Keys to the Ladies Room | AdriMillerHeckman.com


Episode 112 – From Frustrated to Focused with Debbie Peterson



Joining Matt today is professional speaker, keynote speaker, mindset strategiest and a business coach Debbier Peterson. Debbie is an expert in helping people get out of their own way to excellerate their results.

When it comes to our own success, we all need to get out of our own way, as we are often the number one thing inhibiting and prohibiting our own success. Debbie and Matt walk through one of her programs, From Frustrated to Focused – Mindset Strategies for Business Growth to help decipher some of the best ways you can step out of the way and let success happen.

Debbie professionally motivates, educates, and inspires professionals to discover what is holding them back. If you’re ready to tap into your own success, be sure to listen in today!

Links: Debbie Peterson


Episode 111 – Reaching the Right Audience with Sara Grillo



Marketing Consultant, Blogger, Podcaster and Writer Sara Grillo joins Matt on the latest episode of Top Advisor Marketing. Together Matt and Sara discuss how to colloborate as an advisor to reach the right audience. As a top marketing consultant, Sara understands what it takes for advisors to get in front of their ideal audience.

Sara’s personal motto of “Do it creatively or don’t do it at all” is a key element of making those marketing moves to see the end results you want. With her CFA, key not speaker experience, and writing crediential, Sara is a leader her in field.

Be sure to listen in today with her and Matt and check out her podcast at Sara Grillo Podcast!

LINKS: Sara Grillo Website | Sara Grillo LinkedIn


Episode 110 – Biblically Responsible Investing with Robert Netzly



Matt is joined today by Robert Netzly, the globally recognized authority in the Biblically Responsible Investing (BRI) movement and leading innovator in the BRI industry. Robert began his journey into the BRI world after feeling a calling to step out from his previous employer and create a financial service that reflected his values. 

Robert is the founder of the Inspire Investing group of companies, where he maintains the role of CEO. Robert has tranformed his own business along with many others by creating the opportunity for advisors to develop a strong niche market. BRI offers these advisors a way to continue to invest and work in finance while supporting their personal views and beliefs. As one of the founders of the BRI movement, Robert is a great source of information on how you can transform your practice and your finances by establishing a strong brand that you believe in and support. 

LINKS: Inspire Investing | Christian Wealth Management | Robert Netzly LinkedIn


Episode 109 – Retiring Early with Eric Gaddy



Throughout the podcast, host Matt Halloran has been forunate to sit down with a variety of authors speaking to various niches in the financial market. However, one thing everyone is discussing is the ever sought after comfortable retirement. Today’s guest, is an early retirement expert. What makes him so proflic when it comes to retiring? He’s 48, and retired.

Joining Matt today is Eric Gaddy, recent retiree, and newly published author of Retire Early -What are you waiting for? Eric spent 24 years as a financial professional before retiring last year and taking on this new adventure of being a thought leader. Matt and Eric sit down to talk shop about his upcoming book, along with his book marketing tactics (some of which will make your jaw drop).

If you’re looking to challenge the retirement norm, for yourself or your clients, be sure to listen in today and pick up a copy of Eric’s new book, now available on Amazon!

LINKS: Eric Gaddy LinkedIn | Retire Early – What are you waiting for? | Retire Early 365


Episode 108 – The Influencer Navigator Plan with Jay Palter



Today Matt is joined by Jay Palter, the Cheif Engagement Officer at jaypalter.com. Jay has been in the tech industry for over 30 years, and is providing something fundamentally unique and different when it comes to social media and influencers.

Jay has developed his own Influencer Navigator Plan as a tool to help you build a social media presence that that is both credible and visible to social media influencers in your field. It even goes so far as to advise you on WHAT to share, WHEN to share it, and WHO with.

If you’re looking to create some sustainable and impactful social media, be sure to tune in today!

Links: JAYPALTER.CA | Jay Palter LinkedIn


Episode 107 – Growth Marketing with Alan Moore



Often when entrepreneurs set out to start a new business, marketing can fall to the way side. Business structure, sales, products seem to all take precenident.But if you want to build a successful business you have to have a rockstar marketing plan. Joining Matt today is the co-founder of XY planning and CEO of Advisor Pay Alan Moore.

Many of you will have heard Alan’s name before, as he is consistently blogging, podcasting, and being highlighted as a thought leader within financial services. Alan is the co-founder of XY Planning Network and the CEO of Advice Pay. He joins Matt today to explore some of the ways that have lead to his exponential growth and made him one of the fastest growing companies in the United States.

Links: Alan Moore LinkedIn | XY Planning Network | AdvicePay


Episode 106- A Woman’s Way with Michelle R. Donovan and Patty Kreamer



Today Matt shares the mic with co-authors Michelle R. Donovan and Patty Kreamer to discuss their latest book, A Woman’s Way: Empowering Female Financial Advisors to Authentically Flourish and Lead in a Man’s World. Michelle and Patty write to this topic, speak to this topic, and coach on this topic.

Together, the three will walk through some of the strategies and tactics women can use to capitalize on their natural strengths as women and build thriving practices based on leadership, confidence, relationships, and authenticity.

Be sure to listen in today!

Links: A Woman’s Way Book | Michelle R. Donovan LinkedIn | Patty Kreamer LinkedIn


Episode 105 – Creating an Extraordinary Client Experience with Julie Littlechild



If you sent a survey out to your clients, what would they have to say about their experience with you? Would they rave about your business model, or comment on how regularly they bring you up to their family and friends? Or would they note that you’re office seemed cold, or they felt like you were working towards different goals than they were?

In the financial world, we know that referrals are your bread and butter. Which means that client experience is pivotal because the people in your office today are making sure there are people there tomorrow. Joining Matt today is Julie Littlechild, speaker, writer, and founder of Absolute Engagement.

As an expert on client experience, Julia and Matt discuss what it takes to make your client experience extrodinary. With an 11 step program, Julia has made it simple for advisors, or anyone who has a referral based business, to create happy and lasting client relationships.

LINKS: Julie Littlechild LinkedIn | Client Engagement


Episode 104 – The Power of Momentum Marketing



Is your marketing effective? Does it consistently build together to produce a stronger brand, stronger sales, stronger network or stronger client base? Do you feel your marketing processes are building something that is intriguing, consistent, and timely? If you’ve answered no to any of these questions, then today’s episode will

Matt is joined by his partner and branding expert Kirk Lowe on today’s episode to dive into momentum marketing. A term branded by Kirk, it is derived of three big questions. 1. Is your marketing constantly moving forward? 2. Does your marketing build on itself time and time again? 3. Does your marketing retain marketing value. As Kirk and Matt move through these three questions, discover valueable tactics to creating a marketing plan that builds with you, and for you.

Links: Kirk Lowe LinkedIn


Episode 103 – Going Virtual With Lisa Ferguson



Have you ever wondered how a virtual company works? Virtual companies raise a lot of questions, including do the employees know one another? How do you manage to build a team effort? How can you seperate work from home when you work at home? Does anyone get any real work done?

To answer these, and many more curiouristies of the virtual company, Matt is joined by Lisa Ferguson, Top Advisor Marketing’s Director of Operations. From the beginning, Lisa has assisted in creating the team at Top Advisor Marketing and helping to build an incredible sense of community. Lisa and Matt discuss the many benefits of a virtual team including the cost of doing business, talent pool, lifestyle, colloboration and productivity. If you’re curious about if you can make a virtual team work, or are wondering simply how we at Top Advisor Marketing get things done, be sure to tune in today!

LINKS: Lisa Ferguson LinkedIn


Episode 102 – Behind the Scenes Marketing with Kaley Lewis



Do you ever wonder what it takes to create incredible marketing? As a marketing podcast, we put a lot of emphasis on providing quality information for our listeners, which also means we need to live what we preach. We’ve been taking the time recently to get underneath the hood of Top Advisor Marketing so that our listeners can see what we’re up to behind the scenes and how we produce high quality content and get it from our desks to yours. To really give perspective on how to get your message out there, Matt sits down with our Marketing Direct Kaley Lewis to discuss the many tasks and habits of effective internal marketing.

Kaley has a graduate degree in Media and Communications, and brings her love for storytelling and conversation to discuss just what fills the day of an internal marketing person. Internal marketing is more than just the odd social media post, there is an art to creating lasting social engagement, and developing quality touch points for your audience. If you’re a B2C or B2bB company looking to improve on your marketing template, be sure to listen (and maybe takes some notes!) on what you need from your internal marketing team.

LINKS: Kaley Lewis LinkedIn


Episode 101- Your Nifty Virtual Assistant with Michelle Wong



It can be difficult to find the right people to support you as an adivsor. Creating a team that understands you and balances you skillsets often feels as though you’re asking a lot, especially if you’re limiting yourself to individuals who can come to your brick and mortar. Today Matt is sitting down with female entrepreneur and FPQP Michelle Wong to discuss her latest business and your solution to finding the perfect support system for your advisory firm.

Michelle is the founder and CEO of Nifty Advisor Support which offers a comprehensive virtual assistant program specifically tailored for RIAs. Nifty can assist your business with client service and operations, marketing and communication, and paraplanning. Michelle explores her process and methodolgy to providing RIA’s with the best service possible, at a minimal cost.

If you’re curious about how to improve your business without the hassel of creating a salaried position tune in with Michelle and Matt to explore the opportunities of Nifty Advisor Support.

LINKS: Nifty Advisor Support | Michelle Wong LinkedIn


Our 100th Episode with Michael Kitces



Have you ever wanted the opportunity to pick the brain of a financial rockstar?

To celebrate our hundredth podcast, Matt was fortunate enough to sit down with the one and only Michael Kitces and do just that.

Many of you will recognize Michael’s name from his blog, Nerd’s Eye View, but he is also a partner and director at Wealth Management for Pinnacle Advisory Group and the co-founder of the XY Planning Network and New Planner Recruiting. If you haven’t found him through these avenues, you may have had the opportunity to hear Michael at one of his many speaking gigs (he rocks between 50-70 a year). With eight designations/degrees (yes, you read that correctly), Michael is one of our industry’s leading experts on everything from marketing to markets.

Michael discusses his initial foray into the blog scene, and how he’s grown in popularity and numbers through persistent writing and by creating high-quality content. Boasting over 200,000 unique viewers to his blog every month, Michael understands how to go from humble beginnings to superstardom.

Listen in today and discover what steps you can take to realizing your marketing dreams.

LINKS: Michael Kitces LinkedIn | Kitces.com


Episode 99- Holiday Touch Point Tips with Luke Acree



You may not realize this… but the holidays are right around the corner. And now for many of us are first instinct is to be overwhelmed. With the holidays come so many other important obligations. But here at Top Advisor Marketing Podcast, we’ve been thinking ahead and we want to ensure our listeners are able to enjoy the holidays. Because really, it is a time to have fun and celebrate. But it’s also an important to for creating and delivering high quality pieces of communication.

Joining us today to discuss how to make your holiday schedule a little lighter is returning guest Luke Acree, President of ReminderMedia. Luke and Matt explore options for advisors that can be used during the holidays to ensure you’re keeping up your touch count, but also providing high quality content to your audience. Taking the time to investigate your plan and strategy today will make for an easier December.

Listen in today to learn how you can stroke one item off your Holiday-to-do-list in August!

LINKS: Reminder Media Podcast | Luke Acree


Episode 98 – Pleasing the Algorithm with Jessica Jackson



This year has brought a lot of changes to our social media timelines. One of the key platforms that has experienced a dramatic shift is the tried and true Facebook. With everything that’s happened when it comes to newsfeeds and ad features, are you curious if you’re making the Facebook algorithm work for you?

Joining Matt today is one of Top Advisor’s in house Social Media Specialists and Copy Writer Jessica Jackson. Matt and Jessica dive into how you can please the algorithm by controlling the few key areas you can to ensure maximum reach. Jessica also shares some strategies to optimize your organic posts to receive maximum reach and discusses ways to engage your audience to further leverage your post.

LINKS: Jessica Jackson Linkedin


Episode 97 – Marketing Secrets with Kristen Judd



On Top Advisor Marketing Podcast we are always looking for people who are doing something from a marketing perspective that is unique and different. We aim to provide our audience with a variety of techniques and strategies that can execute in their own offices to see their marketing transform into sales. Today’s guest brings experience and her own unique twist to creating sustainable and successful marketing. Joining us is Kristen Judd of Money Secrets and Five Rings Financial.

Kristen has successfully used pretty much every medium you can to market her business. From an attractive (and useful) website, to Facebook Pages/Groups, and a consistently active LinkedIn Campaign, Kirsten utilizes many of the tools every advisor has access to with an incredible success rate. Kristen offers her own insight into her use of Videos (both live and recorded) along with one of her key event campaigns, Wine, Women, and Wealth. Kristen has taken her marketing to a place where not only has she developed a successful business, but she’s also creating spaces to help women better understand their finances and their goals.

If you want to take your marketing and client experience to the next level, be sure to tune in the Kristen and Matt today!

LINKS: KRISTEN JUDD


Episode 96 – Next Level Niche with Marci Bair



If you haven’t noticed, we love to talk about your niche on Top Advisor Marketing Podcast. Having a real and focused niche enables advisors to make a larger impact in their area of interest, and grow their business exceptionally well. In today’s episode we are diving back into niche financial planning with Marci Bair, President of Bair Financial Planning, and soon to be published author of the Social Responsibility Tool Kit.

With over 25 years of experinece working with female executives, LBGTQ+ communities, and progressive businesses, Marci understands just how crucial a niche is to a sustainable and profitable business. But how can you take this one step further? Matt and Marci dive into how you can undergo assessments and certifications to provide proof that you are operating and unique and one of a kind financial planning service. With a background in sustainable and socially responsible investing, Marci offers her unique input on the various ways you can undergo ESI/SRI certifications to ensure you’re business is not just planning, but operating in a financially sustainable fasion.

If you’re interested in learning how you can take your ESI/SRI business to the next level, or just want to know more about developing a strong niche market, listen in with Marci and Matt today!

LINKS: Marci Bair | Sustainable & Socially Responsible Investing 101 | Socially Responsible Investing Brochure


Episode 95 – The Sales Side of Business with Wes Schaeffer



A major component of what we teach on Top Advisor Marketing is that marketing isn’t sales. And sales isn’t marketing. In order to best showcase this for our audience we’ve brought on an incredible new guest who’s breadth and understanding of sales is sure to leave you feeling educated and fired up about catching that next sale. Today Matt welcomes TedX speaker, author, and owner of the Sales Whisper, Wes Schaeffer.

Wes broke out on his own in the world of finance in 2009. Since then he has developed a sales teaching system that is designed to ensure advisors are able to make those big sales with integrity (and without the hard close and profanity). Wes and Matt dive into some of his sought after techniques to improve your sales strategy and system. Included in this episode is a FREE copy of Wes’ sales agenda. This product is the same one he uses every time he enters into a room with a prospect.

Never forget, the only way to grow your business is to grow your sales! Close 2018 with a strong final push and listen in with Wes today!

LINKS: The Sales Whisperer | Wes SchaefferMeet Wes |FREE Sales Agenda


Episode 94 – Empowering Women in Finance with Katie Burke and Bridget Grimes



Did you know that fewer than one in four CFP® professionals are women and it’s been that way for at least a decade? Financial planning can be a great place for women to work, grown and thrive. So, why is it not attracting more women?  Its an industry about building relationships, problem solving, having control over your work and problem solving. All characterstics of a great field that should be appealing to both men and women.

Yet the continued male dominance has created a disparity in interest. Fortunately, on today’s espiode of Top Advisor Marketing Matt welcomes Bridget Grimes and Katie Burke, co-founders of Equita Financial Network, and two females in finance seeking to correct for that difference.

Bridget and Katie designed Equita to provide the support women aren’t getting from the male led firms that dominate the industry. Equita provides a variety of support systems to women financial planners including networking, scholarship opportunities, peer to peer mentoring, and professional development. It also has a fee structure system designed to reward women as they grow their firms. All of these strategies have been thoughtfully implements to help women become increasingly successful in the financial field.

In addition to running the Equita Financial Network, Bridget is a newly minted author of Corner Office Choices, and both Bridget and Katie manage their own financial planning firms.

To learn more about how Katie and Bridget are changing the way women work in finance, be sure to listen in today or check our Bridget’s new book, linked below.

LINKS: CORNER OFFICE CHOICES | Click here to listen to an exercpt of the book on iTunes | METHOD FINANCIAL PLANNING | WEALTH CHOICE


Episode 93 – Diversity and Inclusion in Finance with Robyn Pollack



When you look around the room at financial conference, it’s probably come to your attention that there just isn’t much diversity in the crow around you. You may not even need to be at a conference to notice the lack of diversity in the financial sector, you may be able to tell simply from looking at your office.

If this sounds like you, first off you’re not alone. And second, there are professional who can help you, such as this week’s guest, Robyn Pollack.

Robyn is the president and founder of Trellis Consulting. As a business strategist with an expertise in diversity and inclusion, Robyn increases financial return by teaching organizations to leverage their D&I Initiatives more effectively.Through years of experience working with businesses as a restructuring attorney, Robyn understands first-hand that business goals, objectives and strategies can only truly be achieved in a culture that is grounded in cultivating and valuing all stakeholders equally.

Learn more today on how you can ensure you’re promoting inclusion and diversity in your work place!

LINKS:  MINDSET | ROBYN POLLACK


Episode 92 – Creating Space for Serving Women with Barbara Provost



Do you feel as though your firm might be missing something? Or more specifically, someone? For decades now, many of us in the financial service industry have ignored 51% of the population, AKA the women. Matt is joined today by Barbara Provost of Purse Strings, LLC and Provost Consulting to discuss how you can change this and what opportunities there are for advisors to best serve women.

Barbara is an expert on women. With a doctorate in education she has spent the past 25 years building financial education products. Her experience and background create an ideal space to assist women in growing in their relationship with money, along with connecting with to properly vetted professionals.

If you’re interested in how you can create a more female accesible practice to help women manage their wealth (who, by the way, are  about 20 trillion dollars), Barbara has incredible thought leadership and insight to offer. Listen in today!

LINKS: www.pursestrings.co |  www.bprovost.com | Barbara Provost


Episode 91- Values, Finance, and Sustainable Investing with Kimberly Griego-Kiel



One word we hear on repeat in the financial industry is niche. For many that means targeting a very specific population, whether that be people from a certain industry, company, or lifestyle. But have you ever considered breaking into the niche of sustainable finances? For many, SRI (Socially Responsible Investing) may just be a buzzword, but for today’s guest it’s a way of life and business. 

In today’s episode, Matt is joined by a woman who not only walks the walk, but has also built a successful business when it comes to niche marketing and sustainable finance. Social advocate and financial planner Kim Griego-Kiel joins Top Advisor Marketing Podcast to share some of personally history with sustainable investing, along with the fundamentals. 

Kim is the president of Horizon’s Sustainable Financial Services, and has been in the sustainable investing industry for over 20 years. Kim walks Matt through the fundamentals of how a sustainable financial services business operates, and how other advisors can adopt similar practice to create lasting client relationships and portfolios.

If you’re interested in learning more about how you can create a strong portfolio that reflects your client’s values and passions, this is an episode you won’t want to miss!

LINKS: www.HorizonsSFS.comKIMBERLY GRIEGO-KIEL


Episode 90 – Striking it Niche with Stephen Wershing



In today’s episode Matt is joined by the coach to the advisors, Stephen Wershing of Client Drive Practice. Together, Matt and Stephen discuss the important difference between a target market and niche. While everyone has a target market (that is a group of people you are specifically trying to attract to your practice), many advisors are still falling short of developing a strong and sustainable niche in their target market. A niche on the other hand is a unique experience you create to attract some of the individuals in your target market. Stephen and Matt dive into the particulars of what it takes to develop a strong and viable niche to drive people to your firm, and develop a strong referral marketing system.

LINKS: LinkedIn | Becoming Referable PodcastThe Client Driven Practice | Stop Asking for Referrals


Episode 89 – Social Media Research With Julia Ritchie



In today’s episode, Matt brings on one of Top Advisor’s inhouse social media expert, Julia Ritchie to share her recent findings on updates to all our of major Social Media Platforms. Julia has an advanced degree in digital media and communications, and has been an important addition to our team. With changes to everything from user interface, to ad formats and new features, Julia and Matt explore the changes that will be impacting your summer social media experience. If you’re interested insuring that your posts continue to please the algorithm, this is an episode you won’t want to miss.


Episode 88 – Should you be a Thought Leader?



How often do you encourter the words thought-leader in your daily consumption of content. As you might have guessed, it is a truisim that thought leaders tend to be the most successful individuals or firms in their respective fields.  However, thought leadership can be so much more than that. Today, Kirk and Matt discuss if you have what it takes to become a thought leader. At Top Advisor Marketing, being a thought leader goes beyond the basic definition. It’s not a pedigree. It isn’t where you went to school. Thought leadership means you provide the best and deepest answers to your customer’s biggest questions in the format your audience likes best. If you’re ready to task yourself with becoming a thought leader, listen in today to find out how you can use what you know and who you know to take your expertise to the next level.

RESOURCES: Russ Alan Prince and Bruce Rogers – ContributorBlog Post: What is a Thought Leader?

Michael Brenner Article: What Is Thought Leadership? And When You Should Use It?


Episode 87 – Influences vs Strategic Partnerships with Gwynn & Joanne



Today, Matt Halloran brings on two former guests Gwynn Sharick-Elberson and Joanne Giardini-Russell from Boomer Health Group. Gwynn and Joanne guide you through determining your Influencers vs Strategic Partners and how you can use strategic partnering to grow your practice. While influencers are often about uplifting and providing you with tools to get strategic partners, and Gwynn and Joanne are here to make sure you capitalize on grabbing those partnerships to reach your next goal as a financial advisor.

Tune in to listen to Gwynn and Joanne, who’s thought leadership will help you better understand and utilize both types of relationships!

Boomer Health Group


Episode 86 – The Power of Social Media with Heather Wilson



Today, Matt Halloran brings on Heather Wilson from SEI to discuss the power of Social Media and financial advising. At SEI, Heather is a social media manager who is responsible for overseeing multiple advisor accounts, giving her the real world experience to provide credible advice for you. Heather takes listerens on a guided tour of her world, and how she capitalizes on social media. With that in mind, Heather and Matt discuss what you can be doing NOW to reach out to your audience and grow a stronger relationship for those who follow you.

Tune in to find out how to manage your social media so that you can maximize your outreach!

LINKS: Heather Wilson | 5 Tactics to “Untroll” Your Online Trolls


Episode 85 – WOW Website Formula



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



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!



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



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!



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



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|