Category Archives: FinTech

Episode 278 – How To Use Multiple Forms of Media To Become a Subject Matter Authority –– With Jason Pereira

December 29, 2020Digital Marketing, FinTech, Get to Know the Experts, Marketing, Podcasting, Public RelationsCommunication, content marketing, financial advisor, financial planner, fintech, Growing Your Business, marketing, Matt Halloran, Outsourcing, Podcast, Podcasting, Productivity, Top Advisor MarketingKirk Lowe

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When a prospect discovers you through your content and experiences your expertise, your credibility as an advisor goes through the roof!

Today, Matt is joined by Jason Pereira, a portfolio manager, entrepreneur, lecturer, FinTech expert, writer, podcaster, and award-winning financial planner! Jason shares the secrets behind his productivity and how he has used several forms of media to become known as Canada’s most recognizable name in FinTech.

In this episode, you will learn:

How getting a single article published can lead to more opportunities to become known for your expertise
How to pick a fight online to support the ideas, philosophies, and products that you believe in
Examples of how to get endless pieces of content out of one video
Which marketing tasks Jason outsources and why
And more!

Tune in now to learn how to rise above the noise and become a known subject matter authority in the financial services industry!

Resources:

Episode 277– Why Top Advisors Are Rebranding Their Client Meetings –– With Duncan MacPherson

December 22, 2020Branding, Digital Marketing, FinTech, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesAwareness, Be Your Own Loud, Business Growth, Business Innovation, Change, Client Relationships, Client Satisfaction, Clients, coaching, Confidence, content marketing, Documentation, Engaged, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, financial services, Grow your practice, Growing Your Business, Influencer Marketing, Innovation, marketing, Matt Halloran, Podcast, Podcasting, Privacy, Sales, Security, Social Media, Thought Leadership, Top Advisor MarketingKirk Lowe

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Attention advisors! It’s time to re-introduce yourself to your favorite clients so they understand and appreciate your value completely!

Today, Matt is joined by Duncan MacPherson, the CEO of Pareto Systems. Join them as they discuss several ways to rejuvenate your client relationship and reinforce your value proposition through rebranded meetings and proven marketing strategies for today’s advisors.

You will learn:

How to use strategic, agenda-driven meetings to elevate the client experience
What outcome advisors are seeing from rebranded client meetings
The difference between stewardship and salesmanship
Why elite financial professionals choose to outsource
3 essential keys to making a video that clients will love and remember
How to develop a process-driven approach to attract more clients
And more!

Listen now to learn how to rebrand your meetings so you can stay top-of-mind with your ideal clients and highly referable!

Resources:

Episode 276 – How to Make Extremely Accurate Documentation Ridiculously Easy –– With Maree Moscati

December 15, 2020Digital Marketing, FinTech, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesAwareness, Be Your Own Loud, Business Growth, Business Innovation, Change, Client Relationships, Client Satisfaction, Clients, coaching, Confidence, content marketing, Documentation, Engaged, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, financial services, Grow your practice, Growing Your Business, Influencer Marketing, Innovation, marketing, Matt Halloran, Podcast, Podcasting, Privacy, Sales, Security, Social Media, Thought Leadership, Top Advisor MarketingKirk Lowe

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Imagine having your prospect and client meetings so well documented that you can pick up exactly where you left off from the previous meeting or call. That would show your prospects and clients that you’re really listening and paying attention to them.

But, too often, advisors forget to type their notes after meetings. And the details that would’ve won the prospect or elevated the client experience vanish into thin air.

Today, Matt is joined by Maree Moscati, the CEO of Copytalk, which is a premier dictation service company that uses live transcription to preserve your every word. They discuss the numerous benefits that proper documentation offers advisors –– from a client interaction perspective, task perspective, and compliance perspective!

In this episode, you will learn:

How documentation can help you provide more value to clients
How Copytalk uses a combination of human touch and world-class technology to set them apart from mainstream speech-to-text software
How Copytalk is engineered to meet the financial-service industry’s rigorous standards of accuracy, privacy, and efficiency
Maree’s advice to advisors on how to market effectively in today’s COVID-19 world
And more!

Tune in now to discover how a real-time transcription service like Copytalk can help you operate more effectively, save time, and wow your clients!

Resources:

Top Advisor Marketing | Matt Halloran on LinkedIn | Maree Moscati on LinkedIn | Maree Moscati on Twitter | Copytalk: (866) 267- 9825

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Episode 274 – Why Innovation Is More Essential Than Ever for Today’s Advisors –– With Bill Hortz

December 1, 2020Digital Marketing, FinTech, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesAwareness, Business Innovation, Change, Clients, coaching, Engaged, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, financial services, Grow your practice, Growing Your Business, Innovation, marketing, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor MarketingKirk Lowe

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In order for financial advisors to accept change, they have to be aware that change is needed.

Today, Matt and guest Bill Hortz, the founder and dean of the Institute for Innovation Development, discuss the high need for advisors to embrace innovation, considering that the financial services industry will see more change in the next three years than we’ve seen in the past 30.

Bill dives into what changes are on the horizon in financial services, how to prioritize areas of innovation in your practice, and how successful industry leaders have implemented innovation into their businesses!

In this episode, you will learn:

How to adapt to the modern change that’s occurring at a hyper rate
How the Institute for Innovation Development equips advisors for change
Which areas of financial services are expected to change rapidly in the next two to three years
The difference between innovation and technology and what it really means to be innovative
Ways for advisors to develop an innovative mindset
The four most needed areas in financial services for deploying an innovative mindset
And more!

Listen now to learn how to embrace and apply innovation to your financial practice!

Resources: Top Advisor Marketing | Bill Hortz on LinkedIn | Email Bill Hortz | Institute for Innovation Development | An Innovation Call To Arms For Financial Advisors by Bill Hortz | What Got You Here Won’t Get You There by Marshall Goldsmith | The Innovator’s DNA by Jeff Dyer, Hal Gregersen, and Clayton M. Christensen | Fix by Chris Kneeland, Ryan Gill, and Rob Howard | Little Black Stretchy Pants by Chip Wilson

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Episode 273 – How to Attract Ideal Prospects by Being Yourself –– With Matthew Jarvis

November 24, 2020Digital Marketing, FinTech, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesBusiness Development, Business Growth, Client Relationships, Client Satisfaction, Clients, coaching, Engaged, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Grow your practice, Growing Your Business, Ideal clients, Market niches, Market segmentation, marketing, Matt Halloran, Networking, Podcast, Podcasting, Prospecting, Referrals, Sales, Social Media, success, Target audience, Top Advisor Marketing, Value proposition, Virtual SalesKirk Lowe

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Pretending to like golf won’t get you clients.

The best way to grow your business is by being authentic and doing things you love with people who love the same things as you!

Today, Matt is joined by Matthew Jarvis, the co-founder of The Perfect RIA and president of Jarvis Financial. This episode is packed with unconventional, but proven, ways to generate referrals from COIs, find ideal prospects in places you’ve never considered, and create a business that allows you to take time off without compromising profitability.

In this episode, you will learn:

How Matthew has been so successful in delivering massive value to his clients
Matthew’s secret method to getting referrals from COIs without actually asking for referrals
Matthew’s methods for getting half of his business through rock climbing, mountain biking, dirt biking, boating, and going to Vegas
Why Matthew is able to take six months off a year and still maintain high profitability
Why finding a mentor to guide you on your journey to success is easier than you think
And more!

Listen now to learn how you can apply Matthew’s tips and tricks to your unique business model!

Brought to you by Iris.xyz

Episode 270 – How To Build Influence That Gets Prospects To “Yes” Faster During a Virtual Sales Process –– With Patrick Brewer

November 10, 2020Digital Marketing, FinTech, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, SalesBusiness Development, Business Growth, Client Relationships, Client Satisfaction, Clients, coaching, Engaged, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Grow your practice, Growing Your Business, Ideal clients, Market niches, Market segmentation, marketing, Matt Halloran, Podcast, Podcasting, Sales, Social Media, Target audience, Top Advisor Marketing, Virtual SalesKirk Lowe

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Getting a prospect to say “yes” during a 100% virtual sales process will be expensive and take more of everyone’s time if you haven’t already built your influence and credibility online.

Today, Matt is joined by Patrick Brewer, the founder of Model FA and a fellow podcast host, to discuss why having influence is a game-changer for sales processes that have gone completely virtual during COVID-19. Patrick also explains why the best way to build your influence is by being extremely clear about who your ideal client is. After all, the riches are in the niches!

In this episode, you will learn:

Why getting a webinar prospect to say “yes” is expensive if you haven’t built up your online influence
How and why Patrick has shifted his sales process during COVID-19
How to use an interview-style podcast to convert clients (and not become an influencer marketer)
Which types of content will help you build an audience before using conversion-oriented marketing tactics
And more!

Tune in to hear what it takes to build enough influence to speed up your conversions!

Resources: Top Advisor Marketing | Patrick Brewer on LinkedIn | Model FA | The Model FA podcast

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Episode 269 – 16 Social Media Etiquette Rules for Financial Advisors

November 5, 2020Branding, Digital Marketing, FinTech, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, Wealth ManagementKirk Lowe

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There are ways to conduct yourself professionally on social media –– and there are etiquette blunders to avoid at all costs.

Today, Kirk and Matt discuss “14 Essential Social Media Etiquette Rules for Brands” written by Todd Clarke and published by Hootsuite. They add their own spin for financial advisors and tack on two more rules –– including one you definitely won’t expect to hear in a list about etiquette –– to help you gain a strong social media audience.

In this episode, you will learn:

Whether it’s ever acceptable for advisors to use auto-replies and bots
Easy ways to check the tone of your social media posts before you publish them
How to pick a fight on social media and example-topics for advisors
How to make the most of the social media algorithms to gain maximum visibility
And more!

Tune in now to learn the most important social media etiquette rules for advisors!

Resources: Top Advisor Marketing |14 Essential Social Media Etiquette Rules for Brands by Todd Clarke | Webinar Replay: How to Write Social Media Posts That Get Clicks

Brought to you by: iris.xyz

Episode 267 – Ways To Get Women Highly Involved in Retirement Planning –– With Marcia Mantell

October 27, 2020Digital Marketing, FinTech, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public RelationsClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, Wealth ManagementKirk Lowe

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Women have very different retirements than men, starting with how they plan for it.

Today, Matt is joined by Marcia Mantell, the owner of Mantell Retirement Consulting, Inc., a retirement blogger, and author of “What’s the Deal with Retirement for Women?” and “What’s the Deal with Social Security for Women?”

Marcia speaks candidly about reasons to put away your bar graphs and start talking to women in a way that moves them to action. This episode is filled with tips you can use right away to help women plan for the retirement they’re hoping for.

In this episode, you will learn:

Why there are differences between how women and men plan for retirement
Ways to make conversations with women visual (without using boring pie charts)
How to bring what’s most important to women into the planning conversation
Reasons to add a Social Security expert to your team
And more!

Tune in now for proven ways to help women plan for retirement!

Resources:

Top Advisor Marketing | Mantell Retirement Consulting, Inc. | Boomer Retirement Briefs | What’s the Deal with Retirement Planning for Women? by Marcia Mantell | What’s the Deal with Social Security for Women? by Marcia Mantell | Episode 264: How to Become an Author Without Writing a Single Thing

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Episode 243 – How to Make Your Advisor Website Accessible –– With Natalie Hadley

June 30, 2020Branding, Digital Marketing, FinTech, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, Wealth ManagementKirk Lowe

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Making your advisor website accessible doesn’t have to be difficult or expensive. And advisors who don’t make their website accessible will miss out on a $21 billion market.

In this episode, Matt speaks with Natalie Hadley, the vice president of Outlook Business Solutions. Natalie unpacks actions you can take to make your website accessible to people with disabilities.

In this episode, you will learn:

How to make your website compatible with adaptive technology
How to tell if your website is accessible
What you can do to improve accessibility on your website
Ideas on how to adapt your services to meet different needs
And more!

Tune in now to learn how to make your advisor website accessible.

Resources:

Top Advisor Marketing | Natalie Hadley on LinkedIn | nhadley@outlookbiz.co | Direct Line: 531-365-5347

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Episode 190 – The Truth about Marketing ROI

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

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

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

In this episode, you’ll learn:

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

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

Resources: Top Advisor Marketing

Brought to you by: Iris.xyz

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

July 23, 2019FinTech, Get to Know the Experts, Practice Mgmttopadvisorm

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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 DiMeo | DiMeo Schneider & Associates, LLC |

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

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

June 25, 2019FinTech, Get to Know the Experts, Marketing, Practice MgmtCraig Hersh, Delegating Tasks, Estate Planning, Estate Planning Attorney, financial podcast, Freedom Practice, Kolbe Personality Test, Marketing Podcast, Podcast, Podcasting, Put Your Ideas Into Practice, Strategic Risk Taking, The Blueprint Program, The Estate Planner's Practice Development Podcast, The Freedom Practice, Top Advisor Marketingtopadvisorm

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

June 18, 2019FinTech, Get to Know the Experts, Marketing, Practice MgmtBusiness Processes, Dean Soto, documented processes, financial podcast, Marketing Podcast, operating procedures, Podcast, Podcasting, Pro Sulum, save time and money, Top Advisor Marketingtopadvisorm

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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 171 – Start Interrupting Your Patterns — With Jon Dwoskin

June 7, 2019FinTech, Get to Know the Experts, Practice Mgmtchange your patterns, Client Relationships, financial podcast, Identify your personal brand, Jon Dwoskin, Marketing Podcast, Podcast, Podcasting, Take Risks, Think Big Movement, Top Advisor Marketingtopadvisorm

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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 124 – The Value of Tech Integration with Kristen Schmidt

November 20, 2018FinTech, Marketing, Practice Mgmttopadvisorm

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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

Episode 117 – Video Marketing with Robin Powell

October 25, 2018FinTech, Get to Know the Experts, Marketing, Practice Mgmttopadvisorm

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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 108 – The Influencer Navigator Plan with Jay Palter

September 25, 2018FinTech, Get to Know the Expertstopadvisorm

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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 101- Your Nifty Virtual Assistant with Michelle Wong

August 30, 2018FinTechtopadvisorm

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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

Episode 99- Holiday Touch Point Tips with Luke Acree

August 23, 2018FinTechtopadvisorm

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

August 8, 2018FinTech, Get to Know the Experts, Marketing, Practice Mgmttopadvisorm

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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

August 3, 2018FinTech, Get to Know the Experts, Marketing, Practice Mgmttopadvisorm

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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

August 3, 2018FinTech, Get to Know the Experts, Marketing, Practice Mgmttopadvisorm

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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

July 26, 2018FinTech, Get to Know the Experts, Marketing, Practice Mgmttopadvisorm

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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.com| KIMBERLY GRIEGO-KIEL

Episode 90 – Striking it Niche with Stephen Wershing

July 24, 2018FinTech, Get to Know the Experts, Marketing, Practice Mgmttopadvisorm

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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 Podcast| The Client Driven Practice | Stop Asking for Referrals

Episode 88 – Should you be a Thought Leader?

July 20, 2018FinTech, Get to Know the Experts, Marketing, Practice Mgmttopadvisorm

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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

July 6, 2018FinTech, Get to Know the Experts, Marketing, Practice Mgmttopadvisorm

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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

July 6, 2018FinTech, Get to Know the Experts, Marketing, Practice Mgmttopadvisorm

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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 84 – Getting to Know Justin Koehler

June 29, 2018FinTech, Get to Know the Experts, Marketing, Practice Mgmttopadvisorm

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 71 – The 7 Dynamic Digital Prospect Techniques: Part 1

May 3, 2018FinTech, Marketing, Practice Mgmttopadvisorm

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Welcome to the first installment of the 7 Dynamic Digital Prospect Techniques with Matt Halloran and Kirk Lowe. These techniques are 7 tried and true methods Matt and Kirk want to share with you to help you grow your prace. In their first segment, Mattand Kirk discuss the value of increasing your LinkedIn connections. LinkedIn can be an incredible marketing tool for advisor if used effectively. It’s important to understand the value of creating conversations and gaining influence in your network to build momentum. With time and diligence you can generate enough interest for people to reach out to you in search of your expertise. Creating this kind of online community is one of the many ways to create a dynamic digitial presence and strong customer relationships.

Tune in to find out how you can use LinkedIn to reach your audience!

Episode 61 – The Myth of Multitasking with Dave Crenshaw

March 19, 2018FinTech, Get to Know the Experts, Marketingtopadvisorm

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Matt and Kirk are happy to welcome back returning performer Dave Crenshaw to Episode 61! Dave is the master of building productive leaders, and has appeared in Time Magazine, USA Today, Fast Company and BBC News. In addition to his business as a key note speaker, and his sought after LinkedIn Courses, Dave is a three time author, including the best selling time management book The Myth of Multitasking. In today’s episode, Dave dives into some of the key components of his book including the science behind multitasking, how to handle people who claim to multitask, and what’s the best way to move away from your old multitasking ways. If you’re ready to improve your productivity and get focused, listen in today!

LINK: DAVE CRENSHAW | DAVECRENSHAW.COM | THE MYTH OF MULTITASKING

Episode 60 – 5 Media Relation Tools for Advisors

March 15, 2018FinTech, Get to Know the Experts, Marketingtopadvisorm

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As an advisor, you may consider interacting with the media a personal nightmare. Trying to understand rhyme or reason to what story make the news cycle, or who picks up your latest endevor can leave anyone frustrated. But don’t give up on the media yet! Matt and Kirk had the opportunity to sit down with Bill Bongiorno, a PR gladiator with decades in the business. Together, the three of them discuss 3 simple tools that can change your life when it comes to getting in front of the media. Whether you’re looking to be the next guest on your regional financial radio show, or your wanting some coverage from the local paper on your latest charitable event you’re going to want these 5 tools in your arsenal today!

LINKS: HELP A REPORTER | PRESS RUSH | CONNECT WITH BILL

Episode 59 – For the Women with Patti Morrison

March 8, 2018FinTech, Get to Know the Experts, Marketing, Practice Mgmttopadvisorm

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Matt and Kirk are joined by returning guest Patti Morrison! Patti is an image strategist, and in this very important podcast discusses ways women can build and maintain a business casual closet. One of Patti’s passions is helping women find a wardrobe that works for them. When it comes to business attire, it’s a man’s world. A suit solves everything. But women often have a lot more choices when it comes to business attire which often causes more problems then it solves.

Patti breaks down for us the 10 key components to women’s business attire, so that your whole life isn’t about maintaining a wardrobe. With the help of Patti, you can plan to look like a 10 today!

LINKS: IMAGE STRATEGIST | PATTI MORRISON

Episode 58 – Where to find High Net Worth Women

March 6, 2018FinTech, Get to Know the Expertstopadvisorm

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Paulette Filion and Judy Paradi of StrategyMarketing.ca join Kirk and Matt to discuss their new advisor course “THE ART OF ACQUIRING FEMALE CLIENTS”. Many advisors struggle to find high net worth women, let alone convert them into clients. The art of prospecting female clients requires a different strategy and tool kit in order to be successful. Judy and Paulette discuss some of their tips to creating lasting female to advisor relationships, bringing case studies from real world experiences. If you’re looking to develop a larger business relationship with high net worth women, you’ll want to listen in today!

LINKS: JUDY PARADI | PAULETTE FILION | STRATEGY MARKETING | ARE YOU AS FEMALE FRIENDLY AS YOU THINK

Episode 57 – Prospects, Social Media, and The Best Brand with Jay Coulter

March 2, 2018FinTech, Get to Know the Experts, Marketing, Practice Mgmttopadvisorm

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Have you ever questioned the value of social media in your business? Or used the excuse that your prospects don’t use social or that you don’t know what to say? Everyday people are filled with doubts about the value of their work, and in the financial advisor world, every dolar you spend on marketing you need to bring in 5 more in revenue. Joining Kirk and Ray is brand and social media specialist Jay Coulter. Jay has over 20 years in the financial industry, and currently works for R.C. Whatley & Company and Pinger Systems. In addition to a full career and long list of credientials, Jay is the host of his own podcast, The Resiliant Advisor. Today, Jay, Kirk and Matt dive into the value the social media as a tool for social advisors. Jay has expenerience building brands that have over 200,000 social media followers, along with developing systems to help every day advisors become their own social media gurus. If you’re still on the fence about social media, or have decided to dive in but don’t know where to turn next, listen in to this episode and begin to take your social media marketing to the next level! LINKS: JAY COULTER | The RESILIENT ADVISOR | PINGER SYSTEMS

Episode 55 – Digital Content Marketing with Bryan Muir

February 16, 2018FinTech, Get to Know the Expertstopadvisorm

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Digital Content Marketing Expert Bryan Muir joins Matt in this latest episode. Bryan is the Head of Sales at AdvisorStream, an automated digital business platform that allows you to deepen client relations and capture new business using the latest credible and engaging content. While Bryan takese listeners through a brief explanation of his software, Matt and him also dive into why financial advisors NEED to understand much more clearly the power of good digital market. With tools like AdvisorStream, it’s easier than ever to get the content you need to drive leads and referrals today! LINKS: Bryan Muir | AdvisorStream

Olympic Special – The Mindset of an Olympian with Paul Kingsman

February 13, 2018FinTech, Get to Know the Experts, Marketing, Practice Mgmttopadvisorm

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Welcome to our Olympic Special Podcast! Matt and Kirk are joined once again by Olympian Paul Kingsman. Matt and Paul dive into discussing the mental mindset of Winter Olympic athletes and how you can use some of same tools to become an unstoppable financial advisor. In order to take your determination and athletisism to the Winter Olympics, you have to put everything on the line everyday. When your sport incorporates fast speeds, ice, and blades, it can be do or die. And advisors need to start thinking of their business that way, there is no place for a B game in the financial world. Paul provides incredible tools and tips for improving your mental strength and focus to turn your business into a game change. In addition to his Olympic success, Paul is a renowned key note speaker, business coach, and the author of The Distraction Proof Advisor.

Episode 28 – Why Advisors Should Care About Behavioral Finance

July 10, 2017FinTech, Get to Know the Experts, Marketing, Practice Mgmttopadvisorm

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Prasad Ramani, founder of Syntoniq, joins us to discuss the simple and compelling applications of behavioral finance in an advisor’s practice and a client’s life. Prasad discusses: why is BF important, how does it impact client investment behavior, why is it a factor when it comes to business development, and how BF can be used to develop and strength relationships with new and existing clients.

LINKEDIN | BIO | WEBSITE | TAKE BF ASSESSMENT

Episode 27 – The #1 Selling Mistake Keeping Advisors From Earning Serious Money w Jimmy Lyons & Jeff Tompkins

June 16, 2017FinTech, Get to Know the Experts, Marketing, Practice Mgmttopadvisorm

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AdvisorConnects’s Jimmy Lyons and Jeff Tompkins join Matt Halloran for a discussion on ways advisors can adopt technology to make their practice and lives better. In the age of digital fatigue, advisors need to find how to connect technology to simplify how it works, how much it costs and how it can give them more time, not less.

LINKS: AdvisorConnect.co | LINKEDIN (Jimmy) | LINKEDIN (Jeff)

Episode 19 – Get to Know Doug Heikkinen at IRIS.xyz

May 12, 2017FinTech, Get to Know the Experts, Marketingtopadvisorm

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Doug chats about his incredible financial content and media platform (IRIS.xyz) – and how and why he got started. Doug talks about the advent of financial planning too- great story. IRIS is an incredible platform (community) for advisors to learn and share their content. You’ll want to listen to this podcast then check IRIS out.

GUEST BIO:

IRIS.XYZ | LINKEDIN

Douglas Heikkinen brings over 25 years of experience as a marketing and communications professional and a client-side procurer of information and services to the financial sector and others. He is a defector from the corporate world, taking with him a thorough understanding of the mindset of capital business.

Episode 10 – Get to Know Robert Sofia & Snappy Kraken’s Marketing Platform

April 6, 2017FinTech, Get to Know the Experts, Marketing, Practice Mgmttopadvisorm

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Advisors can’t build good marketing while considering how to make “compliance” happy. It’s better to start with what will work then work backwards to get compliance on board or to make small concessions. Lots more financial marketing and success nuggets throughout this podcast.

Robert launched a platform to help advisors automate many parts of their business (prospecting, client experience, client communication, prospect mgmt) so advisors can focus on the only thing they can’t outsource of automate, meeting with clients. Lots of great insight into Snappy Kraken’s platform.

Mentions: Robert Sofia, Snappy Kraken

GUEST BIO:

Robert Sofia founded Snappy Kraken, a SaaS marketing solution that helps financial advisors personalize, automate, and track marketing campaigns and business processes. SnappyKraken.com