Tag Archives: content marketing

Episode 279 – 3 Popular Myths That Stop Advisors From Starting a Podcast

Do you have fears that hold you back from starting a podcast? 

Or, maybe without realizing it, you believe in three myths that discourage too many advisors from podcasting. 

In this episode, Matt and Kirk bust the most common myths about podcasting wide open! As relatable and candid as ever, they reflect on their own experiences as new podcasters to talk about how they’ve improved. Matt and Kirk also reveal statistics and client outcomes that turn these myths on their head. 

You will learn:

  • How to overcome the initial fear of starting a podcast 
  • Why your perceived weaknesses will most likely be your biggest strengths as a podcaster
  • What stats show about podcasting’s growth potential in the coming years 
  • 8 reasons why podcasting is a game-changer for experts
  • And more!

Listen now to slay the biggest myths that are keeping you from rising above the noise!


Top Advisor Marketing | ProudMouth | Matt Halloran on LinkedIn | Kirk Lowe on LinkedIn | 3 Myths That Stop Professionals From Podcasting (and Why They’re Wrong!) | Influence Accelerator Academy | Ep. 272: How To Overcome 15 “Buts” That Keep Your Business From Achieving the Next Level of Success | MindMeister

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

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!


Top Advisor Marketing | Matt Halloran on LinkedIn | Jason Pereira’s Website | Jason Pereira on LinkedIn | The Fintech Impact Podcast | The Financial Planning For Canadian Business Owners Podcast | AdvisorStream

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

Brought to you by: iris.xyz

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

Brought to you by: iris.xyz 

Ep 167 – Worthwhile Content with Erica Gellerman

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

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

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

Links: Erica Gellerman LinkedIn | The Worth Project Consulting