Tag Archives: Business Development

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!

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Episode 271 – Secrets To Writing Click-Worthy Social Media Posts for Your Niche –– With Jeff Woodhouse

November 17, 2020Digital Marketing, Get to Know the Experts, MarketingBusiness 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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Do you know how to write social media posts that speak directly to your niche audience? Posts that aren’t vague or sales-y. But instead, undeniably relevant and valuable –– a magnet for your ideal audience.

Jeff Woodhouse, a marketing consultant and the co-owner of Digital Sherpa, joins Matt to share his secrets for writing social media posts that draw in your niche audience and increase engagement. As a prolific writer for Ameriprise Financial, Jeff has no shortage of copywriting hacks that advisors can use right away!

In this episode, you will learn:

Jeff’s strategies for writing posts that speak directly to an advisor’s ideal prospect
An easy method for leveraging content from your industry on social media
How to make your posts more about your audience and less about you
How to monitor a specific employer on LinkedIn to know what financial advice their employees need and when
Why Jeff doesn’t recommend putting a call-to-action in every post
And more!

Tune in now to learn how to make your social media posts speak powerfully to your niche audience!

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

Podcast: Play in new window | Download (Duration: 31:57 — 74.1MB) | Embed

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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