Tag Archives: Business Growth

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

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!


Top Advisor Marketing | Matt Halloran on LinkedIn | Duncan MacPherson on LinkedIn | Pareto Systems: (866) 593-8020 | The Advisor Playbook | Video: The Review Meeting is Obsolete | Idea Decanter

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

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! 


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

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! 


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

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

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!

Resources: Top Advisor Marketing | Matthew Jarvis | The Perfect RIA podcast | Jarvis Financial | The “Sleep On It” Process | Behavioral Investment Counseling by Nick Murray

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

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

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! 

 Resources: Top Advisor Marketing | Jeff Woodhouse on LinkedIn | Jeff Woodhouse’s mobile: (443) 591-9449 | jeff.woodhouse@j2-consulting.com | Canva | Webinar Replay: How to Write Social Media Posts That Get Clicks | Traffic and Funnels | Castor Abbott | Snappy Kraken | Social Media Examiner

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

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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