Category Archives: Public Relations

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 275 – Here’s What It’s Like To Podcast With Us! –– With Lauren Bus

December 8, 2020Digital Marketing, 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, Engaged, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, financial services, Grow your practice, Growing Your Business, Influencer Marketing, Innovation, Kirk Lowe, marketing, Matt Halloran, Podcast, Podcasting, Sales, Social Media, Thought Leadership, Top Advisor MarketingKirk Lowe

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Are you thinking about starting a podcast?

Imagine only having to show up to record your podcast, because you have an outsourced marketing team that takes care of everything else, from audio editing to episode promotion!

Today, our account manager Lauren Bus joins Matt to tell you exactly what it’s like to be our podcasting client. Lauren takes you behind the scenes to share how we help you rise above the noise, including our techniques for building up your confidence, creating click-worthy social media posts to drive listenership, and more!

In this episode, you will learn:

What it’s like to be part of our podcast discovery process
What strategies we use to capture each client’s voice when writing their social media posts
How to use your status as a podcaster to position yourself differently to COIs and prospects
What sets us apart from other companies that offer a podcasting service
Three qualities we look for in aspiring podcasters
And more!

Tune in now to get rare insight into what it’s like to podcast with us!

Resources:

Top Advisor Marketing | Matt Halloran on LinkedIn | Kirk Lowe on LinkedIn | Lauren Bus on LinkedIn

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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 272- How To Overcome 15 “Buts” That Keep Your Business From Achieving the Next Level of Success

November 19, 2020Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesBusiness, Business Growth, Clients, coaching, Engaged, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Grow your practice, Growing Your Business, Kirk Lowe, marketing, Matt Halloran, Outsourcing, Podcast, Podcasting, Sales, Top Advisor MarketingKirk Lowe

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“I would like to do this but…”

There are many “buts” that financial advisors use as reasons to not pursue a better marketing strategy that would move their business forward.

Today, Matt and Kirk reveal the 15 “buts” that stop too many businesses from reaching their next level of success. They draw from their own experiences as entrepreneurs to help you re-think and break free from your own limitations.

In this episode, you will learn:

Why saying “no” can create a huge burden for business owners
How to avoid outsourcing to specialists who don’t see the bigger picture
Reasons to not allow time or money to hold you back from your next level of success
Ways to overcome the fear of failure
Why Kirk encourages you to fix whatever isn’t working with your marketing, even if that means starting over
Why outsourcing will probably save you money, even if you’re paying a premium for a specialized service
And more!

Learn how to conquer the “buts” that hinder you from moving your business forward!

Resources: Top Advisor Marketing

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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 268 – The Most Successful 401(k) Advisors Niche Out: Here’s How! –– With Jake Rushton

November 3, 2020Digital Marketing, 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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Most 401(k) advisors resist the crucial first step to succeeding in their industry: choosing a niche!

In this episode, Matt is joined by Jake Rushton, an expert in the 401(k) world and the founder of 401(k)lub. Jakes gives you step-by-step guidance on how to immerse yourself in your niche’s world so you can help them immediately, gain their trust, and build your credibility.

In this episode, you will learn:

Examples of how to niche down in the 401(k) world
The most effective ways to gain more market share within the plans that you want to help
How referrals can play a major role in your business growth
Whether you should go beyond plan design to offer educational resources to your prospects
How to distribute your content and build a community around your plan
How personal branding can help you create awareness and attract more clients
And more!

Avoid mistakes that keep 401(k) advisors from growing and becoming known by their audience. Tune in now to get proven marketing tips for the 401(k) space!

Resources: Top Advisor Marketing | 401(k)lub | The 401JA(k)E Show | Jake Rushton on LinkedIn

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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 266 – How To Help Professionally Successful Women Survive a Divorce –– With Allison Jeffereys

October 20, 2020Digital Marketing, 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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50% of marriages in the United States end in divorce. With COVID-19 contributing to an abnormal amount of stress in relationships, there will likely be an influx of divorces in the coming future.

In this episode, Matt is joined by Allison Jeffereys, a divorce coach to professionally successful women and the author of “A Woman’s Guide To Surviving Divorce.”

As a coach who has helped numerous women navigate a divorce, Allison reveals how women handle divorce differently than men. She also shares why divorce is especially painful for professionally successful women and what financial advisors can do to help guide women through this major life event.

In this episode, you will learn:

Why Allison wrote her book and how it can help advisors better communicate with their female clients
Significant differences in how women vs. men make decisions
Why divorce often feels like a bigger failure to women with successful careers
Advice for women who are in the midst of a divorce
How advisors can help women feel secure as they navigate a divorce
Why women who are going through a divorce need a community
And more!

Tune in now for insight into how professionally successful women experience divorce, so you can help them navigate it with confidence.

Resources: Top Advisor Marketing | Allison Jeffereys’ Website | A Woman’s Guide To Surviving Divorce by Allison Jeffereys | Turning Chaos Into Confidence Handout | Schedule a consultation with Allison Jeffereys

Brought to you by: iris.xyz

Episode 265 – How To Stop Being Involved in Every Aspect of Your Business

October 15, 2020Digital Marketing, 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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As Michael E. Gerber, author of The E-Myth Revisited, famously said, “If your business depends on you, you don’t own a business — you have a job. And it’s the worst job in the world because you’re working for a lunatic!”

You’re not creating any long-term equity in your business if you need to be involved in every aspect of your business.

In this episode, Matt and Kirk help you break down opportunities to outsource and not be involved in every part of your business. They give you a new lens to look through –– one that’s worked incredibly well for them. It all starts with dividing your business’s growth into three categories: branding, marketing, and business development.

You will learn:

Top reasons why advisors are resistant to taking their marketing to the next level
The argument for investing in marketing that isn’t measurable
How much of your budget should be spent on marketing
Why it’s becoming more common for advisors to outsource their marketing
Reasons to start content marketing now
And more!

Tune in to learn how to build a sustainable practice by being less involved!

Resources: Top Advisor Marketing | Episode 260: Is Your Digital Marketing Working to Convert Prospects? –– With John Lincoln | Episode 233: Beware of “10X” and “We Fill Your Pipeline” Claims | The E-Myth Revisited: Why Most Small Businesses Don’t Work and What to Do About It by Michael E. Gerber

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Episode 264 – How To Become an Author Without Writing a Single Thing –– With Seth Greene

October 12, 2020Digital Marketing, 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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Books are the ultimate business card. But do you actually want to write a book?

In this episode, Matt is joined by Seth Greene, founder of Market Domination LLC, to explain how advisors can become an author of their own book, all while skipping the demanding and time-consuming writing process.

Seth unpacks Market Domination’s five-step COI method and how his team helps advisors write their own book that generates referrals. He also shares what marketing techniques are making advisors stand out and find prospects during COVID-19 and three marketing missteps to stop doing immediately.

In this episode, you will learn:

How the upcoming U.S. election is impacting cost-per-lead ad spending on Facebook
Why LinkedIn campaigns are working better than ever before for Seth’s clients
How Seth’s COI system works and who it’s designed for
Stories about professionals who’ve successfully used their book to generate referrals
Three marketing missteps that advisors should avoid
And more!

Tune in now to learn about marketing in the virtual space!

Resources: Top Advisor Marketing | Market Domination LLC | Seth Greene on Linkedin

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Episode 263 – How to Help Your Client’s Adult Kids Figure Out Their Financial Future –– With Brian Ursu

October 6, 2020Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, Financial Literacy, financial planner, financial planning, financial podcast, Generation Z, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Millennials, Podcast, Podcasting, Sales, Top Advisor Marketing, Wealth ManagementKirk Lowe

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Millennials and Gen Zs are often left asking themselves, “Now what?” when they’ve received their first big paycheck or a windfall of money.

In this episode, Matt speaks with Brian Ursu, president of Intentional Wealth Advisors and the author of “Now What? A Practical Guide to Figuring Out Your Financial Future.” Recognizing that many people, including those who are just starting out, were never educated in financial planning, this book bridges that gap with practical advice for readers of all ages dealing with fiscal change.

Brian talks about how he wrote the book, who it’s for, and how his clients are using this book as a lifeline for teaching adult kids about money. Brian also explains how family meetings can play a role in positioning you as a family advisor for your clients’ children.

In this episode, you will learn:

What prompted Brian to write his book
How Brian uses his book in his practice
Why adult children are more likely to take financial advice from a book vs. their parents
How family advisors can impact their client’s adult children’s financial literacy
Ideas for how to organize family meetings
Brian’s advice for advisors who want to maintain multigenerational relationships with their clients and their families
And more!

Tune in to learn how you can equip the next generation with financial knowledge and become their family advisor.

Resources:

Top Advisor Marketing | “Now What? A Practical Guide to Figuring Out Your Financial Future” by Brian Ursu | Brian Ursu on LinkedIn | Intentional Wealth Advisors

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Episode 262 – How To Be a Podcast Host That People Adore: Secrets From a Professional Host –– With Aric Johnson

October 1, 2020Digital Marketing, 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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Are you thinking about starting your own podcast? Or, maybe you’re interested in boosting your podcast hosting skills.

Either way, you’re in for a treat!

Today, Matt speaks with Top Advisor Marketing’s professional podcast host Aric Johnson. Aric reveals what it takes to get listeners excited about your podcast, interviewing techniques that make listeners hang on your every word, how to promote your podcast, and more!

In this episode, you will learn:

Questions to ask yourself before starting a podcast
Four exclusive tips on how to instantly become a good podcast host
Which interviewing techniques Aric swears by
The biggest mistakes that podcast hosts make
A new way to introduce yourself to centers of influence and prospects
And more!

Tune in to learn how to become a podcast host that your audience adores!

Resources: Top Advisor Marketing | Aric Johnson on LinkedIn

Brought to you by: Iris.xyz

Episode 261 – How to Use Original Content to Win Ideal Prospects –– With Jeremy Keil

September 29, 2020Digital Marketing, 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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Imagine having original content that shows your ideal prospects what you do and who you serve.

Imagine prospects calling you up, ready to work together, because you’ve proven your knowledge –– and in fact, they already like you!

Today, Matt is joined by Jeremy Keil, the owner of Keil Financial Partners and host of the Retirement Revealed With Jeremy Keil podcast.

Jeremy shares how he uses original content to introduce himself to prospects. He also dives into his marketing misses and wins, and how he caught the attention of Harley-Davidson employees at a time when they needed his help the most.

In this episode, you will learn:

The difference between branding and marketing
Jeremy’s secret tips for never running out of podcast topics
Marketing missteps that Jeremy wants you to avoid
5 ways to get your content in front of people on Google
How Jeremy used content to put himself in front of Harley-Davidson employees
And more!

Tune in now to learn easy ways to get in front of ideal prospects with your original content!

Resources: Top Advisor Marketing | Jeremy Keil on LinkedIn | Keil Financial Partners | Retirement Revealed With Jeremy Keil

Brought to you by: iris.xyz

Episode 259 – What Facebook, LinkedIn, and Twitter Launched Once COVID-19 Hit –– With Julia Ritchie

September 17, 2020Digital Marketing, 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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Major social media platforms have been quick to release features that help people adapt to working from home and avoid misinformation during COVID-19.

In addition to being helpful during a stressful time, these new features could make advisor marketing easier.

Today, Matt talks to Julia Ritchie of Top Advisor Marketing about the updates that Facebook, LinkedIn, and Twitter launched during the early stages of COVID-19. They walk you through each new feature and explore how advisors can use them to their marketing advantage.

In this episode, you will learn:

How Facebook is keeping users informed during COVID-19
About Facebook’s new virtual meeting capabilities
How each platform is combating the spread of misinformation
What email-inspired feature LinkedIn rolled out for premium users
What new LinkedIn feature offers an easy alternative to webinars
What new Twitter feature can help advisors be more present on this platform without taking extra time
And more!

Tune in now to learn about new features on Facebook, LinkedIn, Twitter!

Resources:

Top Advisor Marketing | Julia Ritchie on LinkedIn | Blog: What’s New on Social Media (Q2) | Full Report: What’s New on Social Media (Q2)

Brought to you by: iris.xyz

Episode 258 – RIAs’ Digital Marketing Home Runs During COVID-19 –– With Andrew Healy

September 15, 2020Digital Marketing, 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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Has the transition to relying more on technology during COVID-19 added to an already stressful situation –– or were you already using technology in your practice?

Today, Matt is joined by returning guest Andrew Healy, co-founder of Water & Wall, a marketing and communications company that works with brands across the financial spectrum.

Andrew talks about how RIAs who had been hesitant about video conferencing were suddenly forced to dip their toes in the digital pool when COVID-19 hit the U.S. He shares what advisors have done well from a digital-marketing perspective, how they’ve redefined the client experience, and what fundamental aspects of advice-giving had a chance to shine during the early stages of the pandemic.

In this episode, you will learn:

Ways that RIAs day-to-day work has been impacted by COVID-19
How RIAs have adapted to using new technologies
What changes advisors have made to their websites during the pandemic
5 questions to ask yourself when choosing what type of content to create
How to use your interests to differentiate yourself from other advisors
Why Andrew believes that RIAs have done a fantastic job with strengthening existing client relationships
And more!

Tune in now to learn how RIAs have managed to adapt with excellence during COVID-19.

Resources:

Top Advisor Marketing | Water & Wall | Andrew Healy on LinkedIn

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Episode 257 – Why It’s Time for Advisors To Replace Selling With Content Marketing

September 10, 2020Digital Marketing, 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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People no longer want to be sold to. That means the financial services industry must drastically change their approach to attracting new clients.

Today, Matt and Kirk talk about how to stop selling your services and start educating your ideal prospects. They explain why content marketing is essential for today’s advisors, why a LinkedIn sales pitch left Kirk shaking his head, and steps to take before you hire a branding company.

In this episode, you will learn:

Why content marketing pre-qualifies prospects
Why having too many referrals isn’t good for your business
Actions to take with a cold audience before trying to convert them
Which marketing tasks Matt and Kirk have outsourced –– and why they’re believers in leveraging external support
Defining characteristics of a cult brand
And more!

Listen now to learn how to start marketing to your ideal prospects on their terms.

Resources: Top Advisor Marketing | Death By Referrals | The Fix by Chris Kneeland, Ryan Gill, and Rob Howard

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Episode 256 – How To Make It Easy for Prospects To Consume Your Content –– With Malcolm Ethridge

September 8, 2020Digital Marketing, 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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You might have excellent content that’s dedicated to making your niche audience’s lives better. Now it’s crucial to make sure your prospects see your content and that it’s easy to consume.

Today, Matt speaks with Malcolm Ethridge, the executive vice president at CIC Wealth Management and cohost of Manage Your Damn Money, a tv show and podcast. Malcolm shares how he uses content marketing, including podcasting, to reach his prospects with the education they’re looking for. He also points out the benefits of housing all of your content in one digital space.

In this episode, you will learn:

How content marketing is replacing selling for advisors
What pieces of content make up Malcolm’s marketing strategy
How Malcolm inspires prospects to take action after they’ve consumed his content for an extended period of time
Ways to make it easy for people to find and enjoy your content
How Malcolm works with younger generations and maintains a level of profitability
And more!

Tune in now to learn how you can centralize your content and make sure the right people are consuming it!

Resources:

Top Advisor Marketing | Malcolm Ethridge on LinkedIn | CIC Wealth Management | Malcolm Ethridge Website | Manage Your Damn Money

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Episode 255 – How To Work With Underserved Communities and Still Attract High-Net-Worth Clients – With Adri Miller-Heckman

September 1, 2020Digital Marketing, 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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How can you attract more high-net-worth clients and still help groups that are typically underserved by advisors?

Today, Matt is joined by Adri Miller-Heckman, founder of FemXadvisor. Adri shares the story of her rebrand into FemXadvisor and how she helps women advisors energize themselves by uncovering and sharing their value. Adri also dives into how advisors can work with underserved people with low assets and still make money, while continuing to attract high-net-worth clients.

In this episode, you will learn:

How FemX helps women advisors uncover and articulate their value
How financial services professionals can better serve women and underserved communities
Ways to appeal to low income-based households while still attracting ultra high-net-worth clients
How advisors can continue their everyday business operations while expanding their community reach and giving back
And more!

Tune in now to learn how advisors can help those who need it most and continue to attract high-net-worth clients!

Resources: Top Advisor Marketing | FemXadvisor | Adri Miller-Heckman on LinkedIn

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Episode 254 – How To Use Facebook Ads To Market To Your Ideal Clients –– With Kelley Doutre

August 25, 2020Branding, Digital Marketing, 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

Podcast: Play in new window | Download (Duration: 27:08 — 27.0MB) | Embed

If you get super specific with your Facebook Ad targeting, will enough people see your ads?

Will you be competing for visibility with Facebook Ads from large financial companies?

Today, Matt speaks with Kelley Doutre, founder of Sweet Honey Marketing, about how to get your Facebook Ads in front of the people you’d love to serve. You will also learn how often to post on Instagram and Facebook and why it’s time to stop overlooking Instagram as a marketing tool.

In this episode, you will learn:

How to build the like, know, and trust factor throughout the customer journey
How Facebook Ads differentiates between small advisors and big advisors
Why you shouldn’t worry about having to compete with large companies’ Ads
What will compel people to click on your Facebook Ads
How often financial professionals should post on Instagram and Facebook
Which one is the best option for building a community: Pages or Groups?
And more!

Tune in now to learn how to use Facebook Ads to build relationships with your ideal clients.

Resources: Top Advisor Marketing | Sweet Honey Marketing | Kelley Doutre on LinkedIn

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Episode 253 – 8 Ways to Gain Competitive Advantage in Your Practice

August 20, 2020Digital Marketing, 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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Top advisors are champions in the industry because they’ve strategically moved their companies forward by gaining a competitive advantage.

In today’s episode, Kirk and Matt unpack eight ways to increase your competitive advantage. Kirk draws from what he learned in university combined with cutting edge trends to give you actions you can take right away to stand out from the crowd.

You will learn:

Why being adaptable opens up huge opportunities for advisors
Ways to make your business more effective in its operations
Why you shouldn’t be doing everything at all times in your practice
How to create a community-feel that sets you apart from the competition
What having a powerful “why” can do for your company
Ways to be vocal about how you’re involved in the community
And more!

Tune in now and learn 8 powerful ways to separate yourself from the competition!

Resources: Top Advisor Marketing

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Episode 252 – How to Create a Safe and Welcoming Space for LGBTQ+ Clients –– With Michelle Waymire

August 18, 2020Digital Marketing, 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

Podcast: Play in new window | Download (Duration: 32:06 — 74.5MB) | Embed

The LGBTQ+ community is still heavily underserved by financial advisors. Are you aware of LGBTQ+ clients’ unique planning needs and how to create a safe environment for different identities?

Today, Matt speaks with Michelle Waymire of Young & Scrappy, a financial advisor and financial coach who serves young folx and the LGBTQ+ community. Michelle shares how advisors can respectfully ask clients how they identify, what conversations to have with LGBTQ+ clients before you start planning, and what marketing strategies she uses to attract this niche.

In this episode, you will learn:

Why Michelle chose to serve young people and the LGBTQ+ community
How working with the LGBTQ+ community differs from serving other niches
Ways to make your advisor website more inclusive
How Michelle stays profitable while working with young people
Questions to ask LGBTQ+ clients before you start the planning work
Michelle’s routine for planning Instagram content that is consistent, themed, and relevant
The importance of understanding gender pronouns and how to ask a prospect which pronouns they use
And more!

Tune in now to hear Michelle’s marketing strategies for serving the LGBTQ+ community and young people!

Resources:

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Episode 250 – Latino Communities Are Ready To Begin Talking About Their Money, But Where Should They Go? – With Jannese Torres-Rodriguez

August 11, 2020Digital Marketing, Get to Know the Experts, Marketing, Podcasting, 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

Podcast: Play in new window | Download (Duration: 26:28 — 61.6MB) | Embed

Latino communities are underserved, and many don’t know who to speak with or where to begin talking about their money.

In this episode, Matt speaks with Jannese Torres-Rodriguez, host of the Yo Quiero Dinero podcast about her podcast aimed towards Latinas and women of color. Jannese explains how talking about your money in Latino communities is often considered taboo, and how she approaches breaking down that barrier.

In this episode, you will learn:

How Jannese started having more conversations about money in Latino communities, and why she started her podcast
Why Jannese chooses to lead by example and be transparent when talking about money
Where the idea of money being ‘taboo’ in first-gen Latino families comes from
How you can use social media to create a strong community outside of your podcast
Advice for financial services professionals working with women of color
And more!

Tune in now to learn about how financial services professionals can better serve Latino communities!

Resources:

Top Advisor Marketing | Yo Quiero Dinero Podcast | Info@yoquierodineropodcast.com

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Episode 249 – How RIAs Can Fulfill Every Compliance Requirement Without Sacrificing Time –– With Will Bressman

August 4, 2020Branding, Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesClient Relationships, Client Satisfaction, 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, videoKirk Lowe

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It’s overwhelming for advisors to make the jump to RIA and become their own governing body. But it can also feel liberating if you have tools that make it easy for you to fulfill compliance activities.

Today, Matt talks to Will Bressman, CEO of RIA in a Box®, about the benefits of using RIA compliance software that can be customized to any RIA situation. Will walks you through the features of RIA in a Box®, including its compliance calendars that help you complete the responsibilities for ongoing compliance while saving time.

In this episode, you will learn:

How RIA in a Box® makes an advisor’s life easier
Whether the consistent compliance pressure from wirehouses and BDs disappears once you become an RIA
How quickly this compliance software updates whenever regulatory bodies make changes
How compliance regulations differ between FINRA and the SEC
And more!

Tune in to learn about compliance solutions that can help any RIA feel less stressed and way more efficient.

Resources:

Top Advisor Marketing | Will Bressman on LinkedIn | RIA in a Box

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Episode 248 – Reasons for Advisors to Drop the Jargon and Start Using Sketches to Explain Financial Concepts –– With Carl Richards

July 28, 2020Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Public Relations, SalesClient Relationships, Client Satisfaction, 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, videoKirk Lowe

Podcast: Play in new window | Download (Duration: 29:22 — 68.2MB) | Embed

Many advisors believe that if they aren’t using big words and acronyms with clients, then they aren’t proving their credibility.

Today, Matt speaks with Carl Richards CFP®, Creator of the Behavior Gap and the Sketch Guy column, which has appeared weekly in The New York Times since 2010. Carl joins the show to encourage advisors to explain financial concepts to clients in the most simple way imaginable. He explains why using hand drawn sketches are an effective teaching tool that demonstrates your expertise.

In this episode, you will learn:

Who in the financial industry uses Behavior Gap
The four most common uses of Behavior Gap for advisor marketing
Why sketches make financial concepts easy for people to understand
Why sketches actually demonstrate an advisor’s expertise
Reasons for advisors to stop using jargon and embrace simplicity instead
And more!

Tune in to learn about the power of using sketches to make complex financial concepts easy to understand.

Resources:

Top Advisor Marketing | Behavior Gap | Carl Richards on LinkedIn

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Episode 247 – Reduce Time and Costs During Your Advisory Firm’s Transitions –– With Jeremi Karnell

July 21, 2020Branding, Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesClient Relationships, Client Satisfaction, 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, videoKirk Lowe

Podcast: Play in new window | Download (Duration: 34:30 — 80.0MB) | Embed

Today, Matt talks to Jeremi Karnell, president and COO of Truelytics. Truelytics is a leading business-intelligence SaaS (software as a service) platform in the wealth management sector.

Truelytics is the first end-to-end data-driven platform that helps wealth management enterprises recruit, grow, and retain businesses while reducing time and costs related to transitions.

In this episode, you will learn:

About Truelytics’ four models: TrueRecruit, TruePerformance, TrueContinuity, TrueMatch
Which transitions Truelytics is designed to help advisors navigate with less time and costs, including “the great transition”
Which costs Truelytics reduces during transitions
How this software helps advisors focus on what they should be focusing on
The most beneficial lessons Jeremi has learned from being a serial entrepreneur
And more!

Tune in to learn how Truelytics can decrease your costs and time during your firm’s transitions.

Resources:

Top Advisor Marketing | Truelytics | Jeremi Karnell on LinkedIn | Jeremi@truelytics.com

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Episode 246 – How to Fill Your Webinars With Fans (Instead of Skeptics)

July 16, 2020Branding, Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesClient Relationships, Client Satisfaction, 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, videoKirk Lowe

Podcast: Play in new window | Download (Duration: 30:13 — 70.2MB) | Embed

Do you have fans or skeptics showing up to your advisor webinars?

Fans are familiar with your work. They understand exactly how you help your niche. And they’re eager to invite their network to your webinar.

Skeptics are the complete opposite. But they’re the people who usually attend advisors’ webinars.

Today, Matt and Kirk teach you how to turn someone into a fan before they show up at your webinar. You will also learn ways to think like a big company as you approach your marketing, which is a key to converting webinar skeptics into fans.

In this episode, you will learn:

The differences between a skeptic and a fan
The downfalls of focusing on short-term marketing outcomes
Ways to nurture your attendees before and after the webinar
The differences between a strategy and a plan
How to think like a big company, but market like a small company
And more!

Tune in now and learn how to fill your webinars with fans!

Resources:

Top Advisor Marketing

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Episode 245 – Stop Waiting to Start Your Own Financial Podcast –– With Mike Langford

July 14, 2020Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, Sales286290, Client Relationships, Client Satisfaction, 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, videoKirk Lowe

Podcast: Play in new window | Download (Duration: 34:23 — 78.7MB) | Embed

Are you thinking about starting your own podcast, but you’re not convinced that you’ll have an audience?

In this episode, Matt talks to Mike Langford, CEO of finservMarketing, about why podcasts are more popular than advisors realize, how he helps advisors find their gravity and attract clients, and what’s coming up in fintech. Mike also provides tips to help advisors who feel nervous about starting a podcast.

In this episode, you will learn:

Why being seen as trustworthy isn’t enough on its own to attract clients
Why it’s important for advisors to speak the language of their clientele to create influence
Why podcasting is a worthwhile medium for financial advisors
Advice for advisors who are on the fence about starting their own podcast
The next big thing to look out for in the fintech industry
And more!

Tune in now to learn about the value of podcasting for advisors!

Resources:

Top Advisor Marketing | finservMarketing | Mike Langford on LinkedIn

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Episode 244 – How to Be an Ally in a White Male-Dominated Workplace – With Julie Kratz

July 7, 2020Branding, Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Public Relations, SalesClient Relationships, Client Satisfaction, 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, videoKirk Lowe

Podcast: Play in new window | Download (Duration: 33:00 — 75.5MB) | Embed

What does it mean to be an ally? What are some ways that you can be more inclusive in your workplace?

Today, Matt speaks with Julie Kratz, a TEDx speaker, inclusive leadership trainer, executive coach, author, and founder of Next Pivot Point, about how to be an ally for women and underrepresented groups in a white male-dominated industry. They also discuss how to take an inventory of your privilege and how to be inclusive in client meetings.

In this episode, you will learn:

How to evaluate whose voices are being heard in your organization
What microaggressions are and how they affect women in the workplace
Tangible ways to be more inclusive in your workplace
Ways to be an ally
How to know if you tend to mansplain (and how to stop)
Ways to be inclusive in your client meetings
And more!

Tune in now to learn about diversity, inclusion, and becoming an ally in your workplace!

Resources:

Top Advisor Marketing | Next Pivot Point | Julie Kratz on LinkedIn

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Mini-Series: How to Use Your Video as a Marketing Tool –– With Laura Garfield And Sharon Gottula of Idea Decanter – Part 3

July 2, 2020Branding, Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesClient Relationships, Client Satisfaction, 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, videoKirk Lowe

Podcast: Play in new window | Download (Duration: 26:22 — 60.3MB) | Embed

Once you’ve shot your video, it’s time to get this new content in front of your audience.

In part three, Matt talks to Laura Garfield and Sharon Gottula of Idea Decanter about how to get the most marketing mileage out of your video. Laura and Sharon unpack four marketing steps and explain how to execute them in ways that are measurable for you and highly appealing and accessible to your audience.

In this episode, you will learn:

How to prevent YouTube from suggesting other people’s “up next” videos to your audience
How to decide where to post your videos
How to email your videos without sending a big file
Best practices for posting videos on social media
How to track the success of your videos
And more!

Tune in now to learn four proven ways to market your video!

Special offer for our listeners: Get Idea Decanter’s free guide: “Six Steps to Attract New Clients With a Video.” Email Laura Garfield with “Top Advisor Marketing” as the subject, and she will send you a copy!

Resources: Top Advisor Marketing | Idea Decanter | Laura Garfield on LinkedIn | Sharon Gottula on LinkedIn

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Mini-Series: What to Do Before You Shoot Your Video –– With Laura Garfield and Sharon Gottula of Idea Decanter – Part 2

July 2, 2020Branding, Digital Marketing, 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

Podcast: Play in new window | Download (Duration: 28:28 — 65.2MB) | Embed

It can feel nerve-wracking to be in front of a camera, especially if it’s your first time shooting a video.

In part two, Matt is back with Laura Garfield and Sharon Gottula of Idea Decanter to help you prepare for shooting your video. Laura and Sharon walk you through the best equipment and camera angles to use, how to prepare your message, and what it’s like to shoot video with their help.

In this episode, you will learn:

Which angles and poses to use in your videos
How to find your message, even if you have no idea what it is
The difference between talking at someone versus talking to them
How Laura and Sharon make it easy for compliance to review your video
How to gear your video to a specific audience
Tips for feeling comfortable and being personable in your video
And more!

Tune in now for tips to help you prepare for your video shoot!

Resources: Top Advisor Marketing | Idea Decanter | Laura Garfield on LinkedIn | Sharon Gottula on LinkedIn

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Mini-Series: How to Make Your Videos Way More Authentic –– With Laura Garfield And Sharon Gottula of Idea Decanter – Part 1

July 2, 2020Branding, Digital Marketing, 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

Podcast: Play in new window | Download (Duration: 32:28 — 74.3MB) | Embed

How can advisors become more memorable to clients in a short amount of time?

In today’s episode of Top Advisor Marketing Podcast, Matt kicks off a three-part mini-series with Laura Garfield and Sharon Gottula of Idea Decanter. In part one, Laura and Sharon explain how to be authentic in your videos, how to keep compliance happy, and video blunders to avoid.

In this episode, you will learn:

What to talk about in your videos (and what to leave out)
How to hook your audience in the first 10 seconds of your video
Why personal stories are a game-changer for your video content
How to make compliant-friendly videos
And more!

Tune in to learn from two experts in video creation for financial services!

Resources: Top Advisor Marketing | Idea Decanter | Laura Garfield on LinkedIn | Sharon Gottula on LinkedIn

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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

Podcast: Play in new window | Download (Duration: 25:13 — 57.7MB) | Embed

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 2 – Top 5 Keys To Working With the Press To Grow Your Advisor Practice w/Matt Ackermann

January 18, 2017Digital Marketing, Get to Know the Experts, Marketing, Practice Mgmt, Public Relationstopadvisorm

Podcast: Play in new window | Download (Duration: 24:10 — 27.7MB) | Embed

Advisors aspire to be an asset for the media, and someone journalists want to interview. What increases your chances of building that kind of relationship? On this episode we share insights on the top 5 things advisors should know about when it comes to working with the press. We talk about knowing your interviewer and building conversational relationships with Investment News’ digital content director Matt Ackermann.

Guest Bio:

Matt is the director of digital content at Investment News. Follow him on Twitter @acketyack.