Tag Archives: finance

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!

Resources: 

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| Duncan MacPherson on LinkedIn | Pareto Systems: (866) 593-8020 | The Advisor Playbook | Video: The Review Meeting is Obsolete | Idea Decanter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

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



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



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



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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Episode 269 – 16 Social Media Etiquette Rules for Financial Advisors



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

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



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



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



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

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



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



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



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



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



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

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Episode 260 – Is Your Digital Marketing Working to Convert Prospects? –– With John Lincoln



Do you know how to track the different pieces of your digital marketing strategy? Do you know which marketing tactics are nurturing prospects effectively –– and which tactics could use some tweaking?

In this episode, Matt talks to John Lincoln, CEO of Ignite Visibility, about how to turn your digital marketing strategy into a lead-converting machine. John shares his secrets for converting traffic for less, increasing landing page conversion rates by up to 30%, and getting maximum visibility with a single piece of content. 

In this episode, you will learn:  

  • What two components make digital marketing cohesive and trackable 
  • Which tool will tell you how many leads your content is getting
  • Why setting up remarketing audiences is the future of the internet
  • Four things your landing page must have for you to convert better than your competition
  • How to tweak your landing page to convert traffic for less money
  • How much gross revenue entrepreneurs should spend on marketing
  • And more!

Tune in to learn how to fine-tune your digital marketing for higher conversions!

Resources: 

Top Advisor Marketing | John Lincoln on LinkedIn | Ignite Visibility | Ignite Visibility on YouTube  | Ignite Visibility’s landing page (John recommends this format for advisors)

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



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) 

 

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



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



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

Brought to you by: iris.xyz 


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



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

Brought to you by: iris.xyz 


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



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



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



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  

 Brought to you by: Iris.xyz 


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



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: 

Top Advisor Marketing | Young & Scrappy | Michelle Waymire on Instagram | The Young Scrappy Money Podcast | Unsplash | Pexels | LGBTQ+ terms and definitions | A Guide to Being an Ally to Transgender and Nonbinary Youth| Inclusive Services for LGBT Older Adults: A Practical Guide to Creating Welcoming Agencies | A Guide to Gender Pronouns | Questionable Questions About Transgender Identity

Brought to you by: iris.xyz 


Episode 251 – 4 Ways for Advisors to Increase Prospect Quality Over Quantity



Lead generation is dying a slow, wonderful death. Large numbers of leads are no longer the ticket to marketing success for advisors. 

Today, Matt and Kirk dive into four ways to increase your quality of prospects –– and stop focusing on quantity. They highlight the power of being omnipresent with your marketing and how to attract, intrigue, engage, and influence to build quality leads. 

In this episode, you will learn:  

  • Why marketing for quality breeds focus in your business
  • Examples of how to create advocacy, which attracts business
  • Ways to get your expertise in front of new people on social media
  • How to become omnipresent online (and why it doesn’t have to be hard)
  • Why it’s important to have your own content (and not just share other people’s content)
  • And more!

Tune in now to learn four ways to increase your prospect quality!

Resources: 

Top Advisor Marketing | Episode 161: The Top 10 Arguments Against Niche Marketing – and Why They’re All Wrong! | iris.xyz | Idea Decanter

Brought to you by: iris.xyz


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



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

Brought to you by: iris.xyz 


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



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

Brought to you by: iris.xyz 


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



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 

Brought to you by: iris.xyz 


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



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

Brought to you by: iris.xyz 


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



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 

Brought to you by: iris.xyz


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



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

Brought to you by: iris.xyz 


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



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  

Brought to you by: iris.xyz 


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



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

Brought to you by: iris.xyz


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



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

Brought to you by: iris.xyz


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



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

Brought to you by: iris.xyz 


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



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

Brought to you by: iris.xyz 


Episode 242 – PR Hacks for Every Financial Advisor –– With Marie Swift



Do you know to think like a journalist in order to get your expertise published?

In this episode, Matt talks to Marie Swift, president and CEO of Impact Communications, about PR hacks that advisors can use right away. Marie also explains why now is the time for advisors to be bolder with their client communications, COI interactions, online visibility, and content-driven marketing.

In this episode, you will learn:  

  • How Impact Communications helps advisors with public relations
  • Why Marie encourages advisors to cross-market –– and ideas for who to work with
  • How to think like a journalist to get your content published
  • How to become more discoverable to journalists
  • Why authority and credibility marketing is working well for advisors
  • And more!

Tune in now for PR tips that every advisor needs to know.

Resources: Top Advisor Marketing | Impact Communications  | Marie Swift on LinkedIn | Marie Swift’s Blog | News Page  

Brought to you by: iris.xyz 


Episode 241 – How to Go From Bad to Good to Great Marketing



Do your marketing tactics strengthen your credibility? Or is it possible that your tactics are actually damaging your reputation and costing you time, money, and opportunities?

In this episode, Matt and Kirk walk you through examples of bad, good, and great advisor marketing. You will learn how to fix bad marketing and become endearing to the people you want to serve. 

In this episode, you will learn:  

  • What bad, good, and great marketing looks like 
  • How to shift from bad marketing to great marketing
  • The difference between marketing and sales
  • Ways to endear your audience to you
  • Seven ways to make a better effort with your marketing
  • And more!

Listen now and learn how to take your marketing from bad to good to great!

Resources:  Top Advisor Marketing | Good VS. Bad Advisor Marketing: Tactics to Stop and Start Doing Immediately

Brought to you by: iris.xyz 


Episode 240 – What Will Your Comeback Story Be? –– With Bob DiMeo



As an advisor, what will your comeback story look like at the end of the pandemic? How are you going to do things differently, become more helpful to clients, and more aligned with what’s important to you?

In this episode, Matt talks to returning guest Bob DiMeo, CEO of DiMeo Schneider. They discuss business actions for advisors to take now that the initial shock of COVID-19 is lessening and how to pinpoint your firm’s purpose and future success efforts. 

In this episode, you will learn:  

  • How to add future success efforts into your work
  • The story of Southwest Airline’s innovation that led to 47 years of profits
  • Questions to help you double down on your firm’s purpose
  • About the Financial Advisor Pulse Survey conducted by DiMeo Schneider 
  • And more!

Tune in now to start working on your comeback story!

Resources: 

Top Advisor Marketing | DiMeo Schneider & Associates | Outsourced Research Solution  | Participate in the Financial Advisor Pulse Survey: ctischer@dimeoschneider.com | Bob DiMeo on LinkedIn 

Brought to you by: iris.xyz 


Episode 239 – Easy Ways to Increase Traffic to Your Advisor Website –– With Nitesh Verma



You don’t have to be a Google expert to increase your website traffic. 

In this episode, Matt speaks with Nitesh Verma, director of growth at Advisor Websites. Nitesh shares organic ways for financial advisors to rank higher on Google’s Search Engine Results Page, where to upload your videos for easy viewing, and easy ways to increase your website traffic.

In this episode, you will learn:  

  • Which digital marketing practices are working best for advisors
  • Free ways to boost SEO without trying to compete with big financial companies
  • How to use social media to boost website traffic
  • The biggest digital marketing mistakes that advisors are making 
  • And more!

Tune in now for easy ways to boost traffic to your website!

Resources: Top Advisor Marketing |  Advisor Websites | Advisor Websites Blog | Nitesh Verma on LinkedIn | niteshv@advisorwebsites.com

Brought to you by: iris.xyz 


Episode 238 – 5 Reasons Your Lead Generation Isn’t Effective And How To Improve It



Are you wasting time chasing leads that end up being unqualified or clueless about your real value?

In this episode, Matt and Kirk uncover 5 reasons why advisors’ lead generation isn’t working and how to fix it. You will learn how to shift your marketing tactics to start building relationships and stop chasing short-term leads.  

In this episode, you will learn:  

  • The difference between leads and relationships
  • How to start marketing on your audience’s terms (and not your terms)
  • Tangible ways to build relationships and solve your audience’s pain points
  • Ways to give your audience multiple engagement options –- and why this is important
  • And more!

Tune in now for 5 ways to improve your lead generation!

Resources: 

Top Advisor Marketing 

Brought to you by: iris.xyz 


Episode 237 – Start Making Connection Calls With Your Clients Now – With Brad Johnson



People are desperate for connection right now. What are you doing to show your clients that you’re there for them?

In this episode, Matt speaks with Brad Johnson, VP of advisor development at Advisors Excel and host of The Elite Advisor Blueprint podcast. Brad walks you through a much-needed and effective marketing strategy right now that only requires financial advisors to have a telephone and a work ethic.

In this episode, you will learn:  

  • About the best marketing tactics that Brad has seen advisors do
  • Why marketing is a combination of science and art
  • What people are really looking for when they attend seminars
  • The purpose of making connection calls during isolation –– and how they’re different from sales calls
  • How to ask for referrals through connection calls
  • And more!

Tune in now and learn how to start making connection calls today!

Resources: Top Advisor Marketing | Brad Johnson | The Virtual Advisor Series | The Elite Advisor Blueprint Podcast | Virtual Advisor Episode With Pat Quinn | The Virtual Advisor Series™ Facebook Group | Brad Johnson on LinkedIn 

Brought to you by: iris.xyz 


Episode 236 – How Advisors Can Benefit From Leadership Development –– With Peter Montoya



What is the value of leadership development for advisors? Why do they tend to focus so little on it?

In this episode, Matt talks to Peter Montoya, the best-selling author of “The Brand Called You” and his latest books, “Meetings Without Walls” and “Leadership Power.” He’s also a sought-after and highly motivational keynote speaker and leadership development strategist, specializing in developing high-performance teams. Today, Matt and Peter about something particularly personal and self-reflective for advisors –– leadership. They discuss how advisors can use leadership to effect positive change in themselves and in the lives of their clients and employees. 

In this episode, you will learn:  

  • How long it takes for advisors to establish credibility in their clients’ minds
  • The six most effective marketing channels for financial services
  • The best frequency in communication for advisors to stay top of mind
  • How to use power in all aspects of your life
  • And more!

Tune in hear about leadership development from an industry veteran!

Resources  Top Advisor Marketing | Peter Montoya : (949) 334-7070 | petermontoya@petermontoya.com | Peter Montoya on LinkedIn 

Brought to you by: Iris.xyz 


Episode 235 – Overcome Your Self-Limiting Beliefs and Win! –– With JM Ryerson



We often limit ourselves by questioning what we believe we’re capable of. This could be a result of the type of headspace we entrap ourselves in.

In this episode, Matt speaks with JM Ryerson, a leadership expert and the CEO of Let’s Go Win. JM speaks about the importance of getting in the right headspace and how mental performance can negatively and positively impact your work environment. He also speaks to the value of having fun and striking a balance between home and work.

In this episode, you will learn:  

  • How JM Ryerson helps teams improve their mental performance
  • The importance of being in the right headspace
  • Ideas on how to get in the right headspace before work
  • Methods for overcoming self-limiting beliefs
  • And more!

Tune in to learn how to get in the right headspace.

Resources:

 Top Advisor Marketing | JM Ryerson on LinkedIn | Let’s Go Win | Let’s Go Win on Facebook | Let’s Go Win on Instagram | Let’s Go Win by JM Ryerson

Brought to you by: Iris.xyz


Episode 234 – Stop Viewing Compliance as Your Business-Prevention Department –– With Leila Shaver



Are you an advisor who feels nervous about compliance? Join the club. You might even want to start a podcast, but you’re worried about navigating compliance’s requirements.

In this episode, Matt speaks with Leila Shaver, owner and managing partner of My RIA Lawyer. Leila takes a deep look into compliance as it relates to risk profiles, podcasting, testimonials, and more.

In this episode, you will learn:  

  • How to better understand compliance
  • What you can do to potentially improve your risk profile
  • How compliance involvement differs between RIAs versus FINRA
  • Answers to aspiring podcasters’ most common compliance concerns 
  • What the benefits are of becoming an RIA
  • And more!

Tune in now to hear the answers to your compliance concerns. 

Resources  Top Advisor Marketing | My RIA Lawyer | (770) 462-2118  

Brought to you by: Iris.xyz


Episode 233 – Beware of “10X” and “We Fill Your Pipeline” Claims



If a marketing expert promises you results that seem too good to be true, it probably is. 

In this episode, Matt and Kirk discuss why they believe it’s irresponsible for “marketing gurus” and “lead-generation experts” to claim that they can fill financial advisors’ pipelines and get them 10X the results. They also talk about what advisors have to gain by shifting away from a “quick win” marketing mindset.

In this episode, you will learn:

  • Why the promise of 10X and filling your pipeline is problematic
  • How to validate these promises
  • Why silver marketing bullet is not a sustainable pursuit
  • What to do if you’re approached by aggressive marketers that trying to sell you short-term success
  • And more!

Tune in now to consider a new way to think about quick-win promises from marketers. 

Resources:  Top Advisor Marketing | Kirk’s LinkedIn post | Death By Referrals

 

Brought to you by: iris.xyz 


Episode 232 – How to Hire the Right People for Your Firm –– With Duane Roberts



Why are we talking about hiring on a marketing podcast? Because when advisors hire the right people, they can market that they have a stellar team and focus on doing what they do best. 

In this episode, Matt speaks with Duane Roberts, the COO and CFO of Humans Being Resources, a recruiting firm. Duane explains how his company helps financial advisors find the right hires through My1Hire packages.

In this episode, you will learn:  

  • Why finding candidates outside of your industry is important
  • How COVID-19 has altered the hiring process
  • Key HR resources for advisors
  • What separates Humans Being Resources from other recruiting firms
  • And more!

Tune in now for tips on how to hire the right people!

Resources:  Top Advisor Marketing | Humans Being Resources | My1Hire | (844) 691-4473

Brought to you by: iris.xyz 


Episode 231 – Transparency Wave — With Paul Pagnato



Transparency changes everything for advisors. Being transparent means communicating all aspects of your business.

In this episode, Matt speaks with Paul Pagnato, CEO of PagnatoKarp. Paul shares the importance of being transparent in the finance industry, how trust and transparency go hand in hand, and he discusses his book, “Transparency Wave.”

In this episode, you will learn:  

  • How to use transparency to differentiate yourself in the industry
  • The six Ts of transparency
  • The importance of building trust with clients 
  • How to scale credibility
  • And more!

Tune in to learn all about transparency!

Resources  Top Advisor Marketing | PagnatoKarp | Transparency Wave   

Brought to you by: Iris.xyz


Episode 230 – Sales Techniques and Triggers With Jason Smith



Have you ever wondered what the best way to get referrals is? Or how to know when it’s best to move forward in a sale and close the deal? 

In this episode, Matt chats with Jason L Smith, founder of The JL Smith Group, an independent retirement planning and wealth management firm. Jason goes into detail about their process first approach and how he preps each client. He also touches on the importance of education and his book!

In this episode, you will learn:  

  • Sales techniques
  • Three ways to build trust and rapport before meeting with clients
  • The importance of educating clients
  • How to know notice triggers and move towards closing a sale
  • And more!

Tune in to learn how to reinvent your client approach!

Resources  Top Advisor Marketing | The JL Smith Group  Clarity 2 Prosperity  The Bucket Plan


Episode 229 – Marketing to The Forgotten Generation



Generation Xers are a Financial Advisors’ Dream – so why are they being left out?

In this episode, Kirk and Matt, Gen Xers working in the marketing space for financial advisors, are finally exposing a significant hole in the industry – Marketing to the Forgotten Generation – Generation X! 

Gen Xer’s are the first generation to start figuring out the idea of work-life balance, and more and more of them are entrepreneurs, but no one is marketing to them to help them prepare for retirement.

In this episode, you will learn:

  • What being from Generation X means
  • Why it is essential that advisors start paying attention to Generation X and how can they reach them
  • What do Gen Xers want from a financial advisor
  • And more!

Tune in now to hear the story that no one else is talking about!

Resources:  Top Advisor Marketing 

Brought to you by: iris.xyz


Episode 228: Building Your Business to Run Without You – With Erin Botsford



Advisors, like all entrepreneurs, want to build a successful business, serve more people, make more money, and hopefully one-day have the freedom to enjoy it. If you go on vacation, do you worry if the business will suffer, or are you secure in the fact that you have empowered your team to carry on without you?

Today, Matt speaks with Erin Botsford, a financial advisor who retired at the top of her game as a Barrons top 100 producer, now Erin helps other advisors achieve the same success she had. Erin is here today to share her story of where she began, her struggles, and her accomplishments.

In this episode, you will learn:

  • How Erin’s determination to succeed ultimately has led her to financial freedom
  • Why it is crucial to build your team for success
  • Staying top of mind is vital – how to use social media platforms effectively
  • And more!

Listen in and learn the importance of truly becoming a business owner.

Resources:  Top Advisor Marketing | Erin Botsford | Elite Advisor | Use code “MATT” to receive half off

Brought to you by: Iris.xyz


Episode 227: Advisors Need to Market Themselves Better — With Kurt Ohlson



Are you struggling to bring in new clients or even prospects? The answer to all your woes is marketing! But do you know how to market effectively and efficiently to get noticed by your ideal client? 

Today, Matt speaks with Kurt Ohlson, financial services professional, coach, and consultant about what advisors are not taking advantage of and what they could and should be doing to build their book of business. They also discuss the importance of insurance and whether or not you need a broker-dealer anymore.

In this episode, you will learn:

  • Why it is essential to own your webpage
  • How to get your name to the top of that google search
  • What is commonality and how to use it to your advantage
  • How to leave the broker-dealer world and become your own RA
  • And more!

Listen in and take control of your business and be the one to make things happen!

Resources:  Top Advisor Marketing | Kurt Ohlson LI | Kurt Ohlson FB | ECA Marketing

Brought to you by: Iris.xyz


Episode 226: The New Reality for Financial Advisors –– With Doug Heikkinen



Have you started changing the way you communicate with clients? Do you have a fine-tuned value proposition that articulates your unique expertise?

In this episode, Matt and Kirk speak with Doug Heikkinen, founder of Iris.xyz, a media platform dedicated to helping advisors become better in business and life. Together, they give advisors action items for shifting into another gear to excel in the midst of the bear market and COVID-19 pandemic. 

In this episode, you will learn:

  • How much time to dedicate to client communication on a daily basis
  • Remote-work practices that the Top Advisor Marketing team swear by
  • Value-proposition questions for business owners to reflect on right now
  • Why it is so important to accept change and not fear it
  • And more!

Tune in now to hear action items that can help advisors shift gears to succeed in our new reality.

Resources:  Top Advisor Marketing | 5 Steps to Creating a Powerful Value Proposition | Iris.xyz | Asana

Brought to you by: Iris.xyz


Special Episode: Going on The Offensive — With Coach Joe Lukacs



Being proactive and taking action, especially during difficult times, can be just what you need to help your business grow. How can you make the determination to play offence and be part of the 20 percent of people finding business development opportunities right now?

In this episode, Kirk continues his conversation with Coach Joe Lukacs. With over 26 years of experience coaching financial advisors, Coach Joe shares his knowledge on the strategies you can use to truly influence others and achieve success in your practice during trying times.

In this episode, you will learn:

  • How to influence your network by offering certainty 
  • Why you should focus on selling a conversation
  • How to create messages that spark more conversations on LinkedIn 
  • And more!

Tune in now and make the decision to play offense by being a leader when people need one the most!

Resources:  Top Advisor Marketing | Coach Joe LI | Magellan Mastermind & Network | Special Episode With Joe Lukacs 

Brought to you by: Iris.xyz


Episode 225: Embrace AI and Prosper— With DJ Sebastian



Spending more time being face to face building a relationship with your client will benefit your practice more than sitting behind the desk drafting mailers.

In this episode, Matt speaks with DJ Sebastian, a top-performing sales executive in the world of cutting edge technology.  DJ’s mission as an author and coach is to help sales professionals develop the skills they need and utilize these new technologies so they can achieve greater success.  

In this episode, you will learn:

  • What is Artificial Intelligence today
  • The shift in what humans do physically and mentally in the workplace – and how it affects the workforce
  • Proactive Advisor – why you should become one
  • How top advisors can leverage AI technologies in their marketing activities
  • And more!

Listen in and be inspired to read the book The Selling Revolution – Prospering in the New World of Artificial Intelligence, which takes a unique look at how the convergence of these technologies combined with social communications trends and management imperatives will revolutionize the future sales profession. 

Resources:  Top Advisor Marketing | DJ Sebastian Email | Top 10 Tips | The Selling Revolution – Prospering in the New World of Artificial Intelligence

Brought to you by: Iris.xyz 


Special COVID-19 Episode: It’s Time To Step Up Your Game — With Joe Lukacs



Today’s environment of self-isolation can often leave people feeling uncertain about things. Now is the time to step up and take care of yourself, your team, and your clients! 

In this episode, Matt and Kirk speak with Coach Joe Lukacs, coach to financial advisors. Coach Joe shares the lessons learned from the market downtime of 08/09, so you can better position yourself to get through these trying yet recoverable days.

In this episode, you will learn:

  • How to ask questions in the proper order to get people to answer honestly
  • Why you must accept the challenge to create certainty in these uncertain times
  • Ways to not only survive but to thrive
  • And more!

Tune in now because it is time to step up your game and ‘rockstar’ your business! 

Resources:  Top Advisor Marketing | Coach Joe Lukacs LI | Magellan Mastermind & Network

Brought to you by: Iris.xyz 


Episode 224: How to Create Lasting Brand Awareness — With Rebecca Hourihan



Do you need to become more recognizable? Are you the top search in your region?

In this episode, Matt speaks with Rebecca Hourihan, founder and CMO of 401(k) Marketing.  She elaborates on how she helps retirement-plan advisors market their expertise and build long-lasting brand awareness. 

In this episode, you will learn:

  • What led Rebecca to start this company and serve plan advisors
  • Why is it important for the 401(k) market to be branded like other businesses
  • How Rebecca and her team will assist you as a plan advisor
  • And more!

Tune in now and learn how to start building long-lasting brand awareness.

Resources:  Top Advisor Marketing | 401(k) Marketing  | Rebecca Hourihan on LinkedIn 

Brought to you by: Iris.xyz 


Episode 223: Are You Scaling Your Credibility?



Are you tired of spending time away from the office and your family to speak at events? There are benefits to public speaking, but what if you could reach an infinite number of people at once, all while conserving your time and energy?

In this episode, Matt and Kirk explain how you can benefit from scaling your credibility. You will hear success stories of advisors who’ve pulled this off and learn ways to start marketing yourself more efficiently.

In this episode, you will learn:

  • The benefits of scaling your credibility
  • How to determine if scaling your credibility aligns with your business goals 
  • How to use content to build relationships with prospects
  • Why having content and a complete LinkedIn profile can shorten your sales cycle
  • And more!

Tune in now and learn how to start scaling your credibility!

Resources:  Top Advisor Marketing | Kirk on LinkedIn | Matt on LinkedIn

Brought to you by: Iris.xyz 


Episode 222: How to Master Tough Conversations With Clients — With David Wood



Do you know how to have tough conversations with your clients? When a client cries in your office, is your automatic instinct to shut down the conversation?

In this episode, Matt speaks with David Wood, one of the world’s top life coaches, about why nine times out of 10, tough conversations are worth having. Naturally analytic, David teaches you how to switch gears to engage in tough conversations with a level of comfort and confidence that leads to deep connections.  

In this episode, you will learn:

  • How to hold space for clients who are crying in your office
  • What golden question to ask any client who is expressing strong emotions
  • An exercise to do with your clients when you’re both feeling stressed during a conversation
  • Three outcomes of difficult conversations that most advisors don’t consider
  • And more!

Tune in now to learn how to master tough conversations with your clients. 

Resources:

Top Advisor Marketing | Play for Real | Life Assessment | Tough Conversations: 4-Step Blueprint | Tough Conversations Podcast with David Wood

Brought to you by: Iris.xyz


Episode 221: Build a Million-Dollar Mindset and the Practice Will Follow — With Stephanie Bogan



Are you positioning yourself to build a million-dollar practice and take 100 days off? Are you on track to double your revenue in half the amount of time?

Today, Matt speaks with Stephanie Bogan, the chief possibility officer at Educe and founder of the Limitless Adviser Coaching program. In a conversation that will urge you to take action, Stephanie explains how to make mindset shifts that are essential for doubling your revenue in half the time. You will learn how to pinpoint how you’re spending the majority of your time as an advisor — and how to take control. 

In this episode, you will learn:

  • How a mindset shift improves personal performance and happiness
  • How one advisor’s crisis of confidence was costing his firm $80,000 per year 
  • How to calculate your return on time
  • How to do a five-day exercise that will reveal whether you have the potential to double your revenue in half the time
  • Why being below the line hinders advisors from doubling their revenue
  • And more!

Learn how to make changes to your mindset that can position you to double your revenue in half the time!

Resources:  Top Advisor Marketing | Educe Inc. 

Brought to you by: Iris.xyz


Episode 220: Dare to Reinvent Yourself and Help Clients Do the Same — With Bobby Henebry



Have you ever considered taking a different direction in your professional life? Are you equipped to have conversations with your clients about their own desires for reinvention?

In this episode, Matt speaks with Bobby Henebry, a CFA, keynote speaker, YouTuber, and world traveler, about his decision to leave a secure job and eventually start Henebry Blockchain & Cryptocurrency Consulting. Bobby also explains how advisors can build client relationships that facilitate the “reinvention” conversation, and what he’s learned while growing his hobby-based YouTube channel. 

In this episode, you will learn:

  • What Bobby’s first step was after leaving a secure job
  • Why he just started saying yes to opportunities
  • How Bobby balances the multiple entrepreneurial interests that he is pursuing
  • Bobby’s advice for building client relationships that are open to conversations about reinvention
  • What he has learned about serving his YouTube audience 
  • And more!

Tune in now to consider what your reinvented life could look like — and learn how to support clients who are on the brink of reinvention. 

Resources:

Top Advisor Marketing | Bobby Henebry on LinkedIn | Chord Savvy

 

Brought to you by: Iris.xyz 


Episode 219: How to Win Over Prospects With Email Campaigns — With Emily McGuire



Have you considered that email is no different than most of your other sales channels?  

Email campaigns give financial advisors a one-to-one relationship-building opportunity with prospects in all stages of their customer journey.

In this episode, Matt speaks with Emily McGuire, the owner of an emailing marketing studio called Flourish & Grit. This a fun and highly practical conversation where Emily teaches you how to write email campaigns that help prospects trust you in order to take the next step with your brand.

In this episode, you will learn:

  • Reasons to consider sending short emails to your list frequently 
  • Which metrics to consider, besides open-rates, when assessing your email results
  • How to generate warm leads with an email nurture sequence
  • What word to starting using right away in your emails to get better results
  • And more!

Tune in now to get advice you can use right away to write email campaigns that win over prospects.

Resources:

Top Advisor Marketing | Flourish & Grit

 

Brought to you by: Iris.xyz 

 


Episode 218: How to Stay on the Forefront of Marketing in the 401(K) Space — With Aaron Pottichen



What strategies are you using to stand out from other financial professionals? Learn new strategies from a professional who’s making waves in a particularly competitive space.

In this episode, Matt speaks with Aaron Pottichen, senior vice president at Alliant Retirement Consulting, about how Aaron stays on the cutting edge of marketing in the very competitive 401(k) space. Aaron delves into what strategies he uses to set himself apart, including how he creates videos that are easy to shoot, compliance-friendly, and optimal for sharing on his LinkedIn profile.  

In this episode, you will learn:

  • Why Aaron enjoys working in the 401(k) space
  • Aaron’s strategy for giving prospects immense value — and why this matters
  • Why Aaron prospects in a way that’s backwards to what the rest of the industry does
  • What 401(k) offerings resonate the most with his target market
  • What guidelines Aaron uses for creating LinkedIn videos
  • And more!

Tune in now and learn new strategies for climbing to the forefront of your space — and staying there.

Resources:  Top Advisor Marketing | Alliant Retirement Consulting | Aaron Pottichen’s LinkedIn

Brought to you by: Iris.xyz 

 


Episode 217 – Build a Bridge Between Means and Meaning for Your Clients — With Mitch Anthony



Named as one of the top “Movers & Shakers” in the financial services industry, Mitch Anthony has been creating innovative discovery approaches for advisors for over twenty years. 

In this episode, Matt speaks with Mitch Anthony, the founder and president of Advisor Insights Inc and co-founder of ROL Advisor. Together, they discuss the power of using storyselling to guide your clients into a decision-making mindset, the value of practicing life-centered planning™, and why it’s the advisor’s job to build the bridge between clients’ means and meaning.

In this episode, you will learn:

  • About Mitch’s “accidental tourist” introduction into financial services 
  • Why it’s problematic to view money as being more than just a utility
  • The importance between having a monologue and dialogue with your prospects
  • How Mitch helps advisors with the emotional aspect of transitioning from money-centered planning to life-centered planning
  • And more!

Tune in now to learn about Mitch Anthony’s groundbreaking approaches to client discovery!

Resources:

Top Advisor Marketing | Mitch Anthony | Life Centered Planners | ROL Advisor | ROL Advisor’s Email | Books by Mitch Anthony | Mitch Anthony’s LinkedIn | Steve Sanduski’s LinkedIn

Brought to you by: Iris.xyz 


Episode 216 – 8 Content Marketing Trends for 2020



When you’re communicating with your audience and marketing your expertise, are you still taking a sales-oriented approach? How long has it been since you updated your marketing strategy?

Marketing is quickly shifting. What does the 2020 marketing landscape look like for advisors?

A big hint is relationship marketing. The majority of the content you produce needs to be about results and actionable items for your audience. Today, Matt and Kirk talk about the 8 trends that will have a great impact on advisors’ marketing this year.

In this episode, you will learn:

  • How to use content to build your authority
  • How to create results-focused content
  • Why lead generation is a thing of the past
  • And more!

Tune in now to learn about the 8 marketing trends that are set to dominate 2020. 

Resources:  Top Advisor Marketing | How Good Advisor-Marketing Happens in the Expertise Economy | 10 Biggest Content Marketing Trends that Will Dominate 2020

Brought to you by: Iris.xyz 


Special Series Part 3: Your Preview of the Retirement & Longevity Summit — With Ross Marino



How will you become your prospects’ go-to expert for retirement planning in a sea of financial advisors who claim to have the same expertise? 

In this final episode of our mini-series, Matt Halloran speaks with Ross Marino, Advisor2X’s founder, about the caliber of speakers at the Retirement & Longevity Summit; these are industry experts who will show you how to differentiate yourself from other advisors that specialize in retirement planning. This your preview to many of the speakers’ pivotal teachings for wealth advisors who want to have conversations that go beyond asset management and financial planning.

In this episode, you will learn:

  • What Ross’s criteria are for the Retirement & Longevity Summit’s speakers  
  • How to ask questions that will highlight the vulnerabilities of a prospect’s current plan
  • Why advisors needn’t be afraid of not having answers to every question
  • Three intuitive tips for aging successfully
  • And more!

Tune in now to get your preview of the Retirement & Longevity Summit’s top industry speakers!

Limited-time offer exclusively for RIAs and financial advisors: Use the code TAM to save $750 on your registration for the Retirement & Longevity Summit.

Resources: 

Top Advisor Marketing | Advisor2X | Retirement & Longevity Summit | ross@rlsummit.com

Erin Botsford’s Elite Advisor Course | Live Long, Die Short: A Guide to Authentic Health and Successful Aging by Roger Landry 

Brought to you by: Iris.xyz 


Special Series Part 2: Surprising Features That Make or Break Industry Conferences — With Ross Marino



Have you ever attended an industry conference only to be left feeling dissatisfied? You couldn’t focus during the presentations, you barely networked, and you felt tired most of the time. 

Ross Marino, the founder of Advisor2X, can prove that the problem wasn’t with you — it was with the conference. In part two of our mini-series, Matt Halloran and Ross discuss the overlooked and supposedly small details that bring conferences from time-wasting to highly productive and memorable for advisors. 

In this episode, you will learn:

  • What to consider before deciding to invest your time at a conference
  • What qualities of a conference set advisors up to make decisions and then act on them
  • How to choose which action-item to implement after a conference
  • And more!

Tune in now to consider what qualities to look for in an upcoming conference before you invest your time. 

Limited-time offer exclusively for RIAs and financial advisors: Use the code TAM to save $750 on your registration for the Retirement & Longevity Summit.

Resources:

Top Advisor Marketing | Advisor2X | Retirement & Longevity Summit 

Brought to you by: Iris.xyz 


Special Series Part 1: How to Move Beyond Numbers-Based Conversations — With Ross Marino



Most advisors affirm their clients’ thoughts and feelings every time they talk. That’s called active listening. It’s valuable, but it’s not enough to help you draw out what matters to your clients. 

In this first episode of a three-part series, Matt Halloran speaks with Ross Marino, the founder of Advisor2X, about how to have conversations with clients that go beyond numbers. You don’t have to be a psychologist to carry out these conversations; Ross teaches you the purpose of deep listening and how to integrate it into your client meetings during this insightful episode.

In this episode, you will learn:

  • What the difference is between active listening versus deep listening
  • What questions to ask your clients when you’re practicing deep listening
  • How to separate your clients’ desired activities from the effect
  • Why it’s valuable to draw out why your clients’ goals matter to them
  • What a Certified Financial Transitionist® is
  • And more!

Tune in now to learn how to start practicing deep listening today.

Limited-time offer exclusively for RIAs and financial advisors: Use the code TAM to save $750 on your registration for the Retirement & Longevity Summit.

Resources:

Top Advisor Marketing | Advisor 2X 

Brought to you by: Iris.xyz 


Episode 215 – Why Your Online Reputation Matters — With Sameer Somal



What do you do when you want information? Do you search the internet?  Did you know 93% of online experiences begin with opening a search engine like Google?

In this episode, Kirk Lowe is speaking with Sameer Somal, founder of Blue Ocean Global Technology. Kirk and Sameer explore the importance of why your online reputation matters, and what you can do to manage that reputation.

In this episode, you will learn:

  • Why it is important to have a good online reputation
  • What is SEO, and Online Reputation Management (ORM)
  • How to become more referable by leveraging your ORM 
  • What tips you can use to successfully manage your online reputation
  • And more!

Tune in now and take in some tips for managing your online reputation!

Resources:

Top Advisor Marketing | Blue Ocean Global Technology | Sameer Somal Email | Sameer Somal LinkedIn

Brought to you by: Iris.xyz 

Additional Resources:

7 Proactive Steps to Safeguard Your Online Reputation

What is the Difference Between SEO and ORM


Episode 214 – How to Rank Higher in Google’s Search Results — With Samantha Russell



Is your advisory practice coming up at the top of Google’s search engine results page? Can your prospects find you on social media?

Today Matt is joined by returning guest Samantha Russell, the chief marketing officer at Twenty Over Ten, to discuss how advisors can become visible to prospects of all ages that are increasingly searching online for advisors to work with. Together, they define and uncover long-term niche strategies, the art of attracting pre-sold clients, how to optimize your website for voice searches, and more!

In this episode, you will learn:

  • How to use content marketing to serve your niche
  • How to tweak your website in order to rank higher in search results
  • Two little-known ways to optimize your website for voice searches
  • What you can expect from Twenty Over Ten’s new Lead Pilot program 
  • And more!

Tune in now and learn expert tips for boosting your firm’s online visibility!

Resources:  Top Advisor Marketing | Twenty Over Ten | Samantha C. Russell | Lead Pilot 

Brought to you by: Iris.xyz


Episode 213 – How to Develop Your Executive Presence — With Steve Kosch



Are you struggling to get your message across to your audience? Do you want to be that person who motivates a room of people to take action?

In this episode, Matt has the pleasure of speaking with renowned media icon Steve Kosch, the founder and leader of Media Training Network. Steve’s years of varied experiences on such media platforms as ABC, The Weather Channel, and CNN have led him to this point in life where he is helping executives, experts, and business leaders learn how to effectively communicate with their audiences by developing an executive presence. 

In this episode, you will learn:

  • About the client process of working with Media Training Network
  • How to lead your audience to your final call-to-action
  • Steve’s recommendations for incorporating visuals into your presentations
  • An example of a speaker who embodies an executive presence
  • And more!

Tune in and learn how to improve your next presentation by working on your executive presence!

Resources:  Top Advisor Marketing | Steve Kosch’s Email | Media Training Network: (949) 720-2080

Brought to you by: Iris.xyz 


Episode 212 – PR Strategies That Get Advisors the Most Attention — With Warren Weeks



Do you know how to use PR to draw attention to your expertise?

In this episode, Matt is joined by Warren Weeks, founder of Weeks Media, who shares strategies that you can start using today to capture journalists’ attention and boost your chances of getting your expertise published. 

In this episode, you will learn:

  • Why it’s worthwhile for advisors to pitch topics to trade publications
  • The importance of putting effort into your LinkedIn profile
  • Which two social platforms tend to get the press’s attention
  • How to reverse-engineer your press releases to make them audience-focused and appealing to journalists
  • And more!

Tune in now and learn the best PR strategies for casting a spotlight on your expertise!

Resources:

Top Advisor Marketing | Weeks Media 

Brought to you by: Iris.xyz 


Episode 211 – Business Tips for a Dialed-In and Successful 2020



There are many aspects that can determine whether a business will be successful or not, but it all starts from the inside. As an advisor, there’s only so much you can do by yourself. That’s why we recommend being dialed-in and creating synergies that will help your business thrive.

Start your 2020 with clear 20/20 vision by listening to Matt and Kirk as they discuss the benefits of being dialed-in, what challenges business owners face when they’re not creating enough synergies, and how to manage and overcome roadblocks in your business.

In this episode, you will learn:

  • Why having a clear and distinct brand can make you more referable
  • Warning signs that you’re not dialed-in
  • Why it’s important to create a positive work culture
  • How to find your focus
  • And more!

Tune in now and start your year with 20/20 vision by listening to this value-packed episode.

Resources:  Top Advisor Marketing 

Brought to you by: Iris.xyz 


12 Days of Marketing – Episode 12 — The Best Tips From Our 12 Days of Marketing Series



We hope our 12 Days of Marketing series has given you the inspiration you need in order to achieve 20/20 vision and perfection in the new year. But the festivities aren’t over yet!

In the twelfth and final episode of our annual series, Matt and Kirk recap their best tips from the past 11 days. If you haven’t taken notes yet, we recommend that you write down these ideas so you can incorporate them into your 2020 plan.

In this episode, you will learn:

  • How to stay top-of-mind by using social media and Micro-Influence strategies
  • The benefits of outsourcing your marketing
  • Ideas for finding podcast topics that solve your audience’s biggest challenges
  • What change you can make today to improve your speaking skills
  • How to stay relevant and use organic techniques to build relationships
  • And more!

Tune in now to learn the best tips from our 12 Days of Marketing series. And thank you for joining us for this holiday tradition!

Resources:  Top Advisor Marketing | Influence is Marketing – Be Your Own Loud  | 12 Days of Marketing series

Brought to you by: Iris.xyz 


12 Days of Marketing – Episode 11 — Best Practices for Showcasing Your Expertise on Social Media



Do you know how to use social media to showcase your expertise?

In the eleventh episode of our 12 Days of Marketing series, Matt and Kirk uncover social media best practices that you can put into action right away. You will learn which content algorithms prioritize, strategies for introducing your network to your expertise, and why LinkedIn is the ideal platform for sharing your expert content.

In this episode, you will learn:

  • Examples of how to use long-form content to create consumable micro-content
  • What the purpose of expertise marketing is and how to do it
  • About current LinkedIn stats that every advisor needs to know
  • Tried-and-true ways to get engagement on your LinkedIn posts
  • And more!

Tune in now and learn how to share your expertise on social media!

Resources:  Top Advisor Marketing

Brought to you by: Iris.xyz


12 Days of Marketing – Episode 10 – How to Create Your Powerful Hook



Are you inspiring your prospects to take action? As you will soon find out, having a clear and succinct hook can help you to stand out and influence your target audience.

In this tenth episode of 12 Days of Marketing series, Matt and Kirk teach you how to craft your powerful hook and when to use it. Get ready to hear real examples of thought-provoking and memorable hooks!

In this episode, you will learn:

  • What is meant by a “hook”
  • How a hook differs from a value proposition
  • What the elements of a powerful hook are
  • Examples of succinct and powerful hooks 
  • And more!

Tune in and learn how to craft your hook today!

Resources:  Top Advisor Marketing 

Brought to you by: Iris.xyz 


12 Days of Marketing – Episode 9 — 9 Ways to Become a Good Podcast Guest



If a podcaster invited you onto their show, would you know how to be a good guest?

In the ninth episode of our 12 Days of Marketing series, Matt and Kirk uncover tips for becoming the type of guest that podcast hosts and their listeners will appreciate. Jot down these pointers for your next podcast appearance or public relations opportunity!

In this episode, you will learn:

  • Why being a guest is not a substitute for having your own podcast
  • How to go about researching the podcast host beforehand
  • What advisors tend to do during client meetings that they should NOT do during a podcast
  • What “matching” is and how to do it
  • Why people use filler words and how to avoid saying them 
  • And more!

Tune in now to learn nine ways to become a good podcast guest!

Resources:  Top Advisor Marketing

Brought to you by: Iris.xyz


12 Days of Marketing – Episode 8 — 8 Ways to Retain Your Audience



Are you creating content that looks almost identical to all the other advisor-content out there? Start creating value-packed content for a specific audience that keeps them coming back for more. 

In the eighth episode of our 12 Days of Marketing series, Matt and Kirk talk about eight ways to retain your audience. Covering a variety of content types, this conversation is filled with advice on how to stay top-of-mind and build loyalty with your audience. 

In this episode, you will learn:

  • Recommendations for making your content distinct and filled with value
  • How to draw information out of your podcast guests that will benefit your listeners
  • How to use giveaways to retain your audience
  • Words of advice about incorporating topics that add value to your audience’s lifestyle
  • And more!

Tune in now and learn how to keep your audience excited about your content!

Resources:  Top Advisor Marketing

Brought to you by: Iris.xyz 


12 Days of Marketing – Episode 7 — 7 Ways of Self-Marketing for Advisors



It’s time to get out of your office, attend an event, and make some connections! As an advisor, it is important to not only market your business but to also market yourself.

In the seventh episode of our 12 Days of Marketing series, Matt and Kirk discuss how to market yourself in the expert economy that advisors are in today. This episode is filled with ways that you can put yourself out there and promote your expertise!

In this episode, you will learn:

  • The do’s and don’ts of self-marketing
  • How having passions outside of work can help attract new clients
  • Why being resourceful can help you find opportunities to have meaningful conversations
  • Unconventional ideas for re-engaging your network on LinkedIn
  • And more!

Tune in now and learn seven ways to start marketing yourself today! 

Resources: Top Advisor Marketing | Marketing Plan Tactics for Top Advisors | Anatomy of a Whitepaper 

Brought to you by: Iris.xyz 


12 Days of Marketing – Episode 6 — Podcast Coaching Tips



Whether you host your own podcast or are considering starting one, have you considered what it takes to become listenable and likable?

In the sixth episode of our 12 Days of Marketing series, Matt and Kirk take you inside our Podcast Coaching Program to uncover how they evaluate podcasters. This fun and highly practical conversation is full of podcasting tips that you can use right away!

In this episode, you will learn:

  • Why it’s necessary to go “over the top” with your emotions while podcasting
  • Which words make listeners cringe
  • Why your podcast needs a call-to-action in every episode
  • Details about our upcoming Podcast Coaching Program
  • And more!

Tune in now and get tips to boost your podcasting skills!

Resources:  Top Advisor Marketing

Brought to you by: Iris.xyz 


12 Days of Marketing – Episode 5 — How to Think of In-Demand Podcast Topics Now



“How will I come up with podcast topics that interest my listeners?” That’s the number one question that aspiring advisor-podcasters ask us. 

In the fifth episode of our 12 Days of Marketing series, Matt and Kirk share the best ways to come up with the topics your audience cares about. Whether you’re podcasting or writing, this is the advisor’s guide to generating ideas that are compelling and compliance-friendly.

In this episode, you will learn:

  • Where to draw topic ideas from 
  • How to keep the discussions in your podcast compliant
  • Do’s and don’t’s for titling your podcast episodes
  • What to consider when you’re writing podcast summaries
  • And more!

Tune in now and learn how to create engaging podcasts!

Resources:  Top Advisor Marketing | How to Plan Your Podcast Topics (And Never Run out of Ideas!) | Should Advisor-Podcasters Talk Only About Financial Topics? | How to Start Your Own Podcast | Blog Title Generator | Iris. xyz

Brought to you by: Iris.xyz 

 


12 Days of Marketing – Episode 4 — 4 Benefits of Niche Marketing for Advisors



Do you want to create more value and quality for a specific audience? Do you want to attract more people? Then look no further than niche marketing, a necessary approach for today’s advisors. 

In the fourth episode of our 12 Days of Marketing series, Matt and Kirk bring you four benefits of niche marketing. This is a conversation that uncovers what your marketing strategy will look like once you’re dialed in on a specific audience and why this approach will make you happier at work.

In this episode, you will learn:

  • About the four benefits of niche marketing
  • How niche marketing allows you to boost your efficiency
  • Why a niche marketing approach helps you to attract more clients
  • Why you can offer much more value with niche marketing 
  • And more!

Tune in now and get into the spirit of niche marketing!

Resources:  Top Advisor Marketing | 3 Stages To Creating New Offerings That Your Clients Will Value | Episode 90: Striking it Niche with Stephen Wershing | Episode 96: Next Level Niche with Marci Bair | Ep 161: The Top 10 Arguments Against Niche Marketing – And Why They’re All Wrong! | The Dip by Seth Godin 

 

Brought to you by: Iris.xyz 

 


12 Days of Marketing – Episode 3 — 9 Best Practices for Building Your Marketing Team



As your business grows, you will find yourself in need of a marketing team. But not just any team — one that’s ready for compliance and ready to rock the digital world.

In the third episode of our 12 Days of Marketing series, Matt and Kirk discuss nine things to consider as you build your marketing team. Take notes and learn how to find marketing talent that will go the distance for your firm. 

In this episode, you will learn:

  • The do’s and don’ts of building your marketing team
  • What tasks you should in-source and outsource  
  • Words of advice about hiring people with experience in your industry
  • Our philosophy on trust and outsourcing
  • Why it is important to implement the plan and adjust along the way
  • And more!

Tune in now and get ahead on your 2020 marketing planning strategy!

Resources:  Top Advisor Marketing | Outsourcing Your Social Media: How It Works | 9 Best Practices For Building Your Marketing Team | Episode 48: The New Advisor Reality – 100% Outsource Marketing

Brought to you by: Iris.xyz 


12 Days of Marketing – Episode 2 — 2 Ways to Keep Your Prospects Engaged During the Sales Process



You know your sales process is a hit when you have the ability to keep your prospects engaged throughout the sales funnel journey until they finally say YES.

In the second episode of our 12 Days of Marketing series, Matt and Kirk discuss two ways advisors can keep prospects engaged and build relationships during the sales process. This conversation is filled with ideas on how to give your prospects value and keep the momentum going! 

In this episode, you will learn:

  • How to provide more value to your clients
  • How to court a prospect
  • What you should avoid doing
  • And more!

Tune in now and get ahead on your 2020 marketing planning strategy!

Resources:  Top Advisor Marketing 

Brought to you by: Iris.xyz 

 


12 Days of Marketing – Episode 1 — 1 New Marketing Strategy: Micro-Influencer



Welcome to our 12 Days of Marketing series! If you’re looking for holiday magic that will prepare you to hit the ground running in 2020, pour yourself a hot chocolate and tune in!

In today’s episode, Matt and Kirk speak about how influence has become a crucial aspect of advisor marketing. But this isn’t a Tony-Robbins level of influence, it’s Micro-Influence —  a pursuit that is much more worthwhile and achievable for advisors. Get ready for a conversation that just might change your whole approach to building relationships with your ideal prospects. 

In this episode, you will learn:

  • What a “Micro-Influencer” is and why Matt and Kirk felt compelled to coin this term
  • Which forms of content build credibility with your prospects
  • About the overlooked benefits of podcasting or doing radio
  • Easy ways to repurpose one piece of content 
  • And more!

Tune into our first Day of Marketing to uncover a whole new way of building your influence!

Resources:  Top Advisor Marketing 


Special Mini Series: 3 Part Research Series – Study Results of High-Net-Worth Breadwinners: Episode 3



Rethink How to Win Executives: Part 3 — With Laura Gregg and David Partain

Are your assumptions about high-net-worth (HNW) male and female investors hurting your bottom line?

In this final episode our mini-series, Matt Halloran busts advisors’ assumptions about HNW men’s and women’s behaviors with Laura Gregg and David Partain of FlexShares Exchange Traded Funds. Together, they urge advisors to change their approach to working with couples and women and explain how to make this overdue shift.

In this episode, you will learn:

  • Techniques and considerations for working with couples
  • Why it’s important to communicate about money in terms of dollars, not percentages
  • What advisors have to lose if they don’t change their approach 
  • And more!

Tune in now and learn how to give your approach to working with HNW investors an overhaul. 

Resources:  Top Advisor Marketing | FlexShares Exchange Traded Funds | Study: “Rethink How to Win Executives” | Contact Laura Gregg | Contact David Partain | The Integrated Core Approach to ESG

Brought to you by: Iris.xyz 


Special Mini Series: 3 Part Research Series – Study Results of High-Net-Worth Breadwinners: Episode 2



Rethink How to Win Executives: Part 2 — With Laura Gregg and David Partain

It’s time to challenge what you thought you knew about the investor behaviors of high-net-worth (HNW) men versus women. 

In part two of our mini-series, Matt Halloran continues his conversation with Laura Gregg and David Partain of FlexShares Exchange Traded Funds to dig deeper into the remarkable findings from their stereotype-smashing study. Together, they uncover the actions, desires, and perceptions of men and women HNW investors that are true departures from gender stereotypes. 

In this episode, you will learn:

  • Surprisingly, who the more conservative investor is
  • Which gender consider themselves to be “experts” when it comes to investing
  • How vastly different the current financial goals are between men and women
  • What these HNW individuals really want from their advisor services
  • And more!

Tune in to hear what the findings reveal about the behaviors of HNW men versus women. 

Resources:  Top Advisor Marketing | FlexShares Exchange Traded Funds | Study: “Rethink How to Win Executives” | Contact Laura Gregg | Contact David Partain

Brought to you by: Iris.xyz 

 


Special Mini Series: 3 Part Research Series – Study Results of High-Net-Worth Breadwinners: Episode 1



Rethink How to Win Executives: Part 1 — With Laura Gregg and David Partain

Despite high-net-worth (HNW) earners being a key market for advisors, little research has been done on the investor behaviors of men versus women in this demographic. Now FlexShares’ study is casting light on the gender differences within this group, and the results call for advisors to change their approach. 

In this episode, Matt Halloran speaks with Laura Gregg and David Partain of FlexShares Exchange Traded Funds about the remarkable findings from their study, which reveals that HNW earners don’t fit the mold of traditional gender stereotypes. This is a conversation that examines advisors’ wrong assumptions and opportunities for them to make changes that will cultivate lasting client relationships.

In this episode, you will learn:

  • What prompted Laura and David to do this study and why they shifted its focus
  • About the sample size and demographics of respondents
  • How the results can help advisors rethink how they serve HNW clients
  • Which gender stereotypes and assumptions were proven wrong by the results
  • And more!

Tune in now and discover how HNW breadwinners are defying traditional gender stereotypes.

Resources:  Top Advisor Marketing | FlexShares Exchange Traded Funds | Study: “Rethink How to Win Executives” | Contact Laura Gregg | Contact David Partain

Brought to you by: Iris.xyz 


Episode 209: How to Become a Great Podcaster— With Tim Wohlberg



Is podcasting on your mind? Or maybe you already host a podcast but are lacking the confidence and know-how to build a loyal audience. 

In this episode, Matt Halloran speaks with Tim Wohlberg, a podcast coach with over 25 years of broadcast experience. Tim shares how he started his company, Podcast Performance Coach, and the one thing he tells podcasters to never stop thinking about. 

In this episode, you will learn:

  • What type of clients Tim helps and how
  • Why he believes this coaching service is needed in the finance industry
  • Differences between radio and podcasting
  • The true benefits of podcasting
  • And more!

Tune in now and become inspired to craft an engaging podcast, sound more pro, gain fans, and ultimately grow your business!

Resources:  Top Advisor Marketing | Podcast Performance Coach | Just The Tip Podcast

Brought to you by: Iris.xyz 


Episode 208 – The New Dynamics of Social Event Marketing— With Ryan Van Sickle



Are you looking for dynamic and efficient ways to drum up new business?

In this episode, Matt Halloran speaks with Ryan Van Sickle, director of advisor development at LeadingResponse, about the new dynamics of social event marketing. This conversation is a must-listen for any advisor who is hungry to grow their business by using ROI-proven strategies.

In this episode, you will learn:

  • What kind of event provides the best ROI for advisors
  • Whether dinners are an essential component to a successful event
  • Whether digital marketing is the best approach in today’s landscape
  • What level of data you can get from ProspectConnect 
  • And more!

Tune in now and become inspired to use social event marketing to grow your business!

Resources:  Top Advisor Marketing | LeadingResponse: 813-885-88200 | Ryan Van Sickle ryanv@leadingresponse.com

Brought to you by: Iris.xyz 


Episode 207 – How to Find Your Resilience



As a business owner or professional, at one point or another, you will likely experience high levels of stress from different sources such as finances, unexpected changes in the industry, work/life balance — and you need resilience to help you bounce back. Where will you start?

Join Matt Halloran and Kirk Lowe in this episode, where they share ways they’ve found their resilience and what they do to maintain it and keep building on it. 

In this episode, you will learn:

  • Why understanding yourself can help you find resilience
  • What role gratitude plays in maintaining resilience
  • How problem-solving skills can help you stay resilient
  • How a strong social network can help
  • How to process change
  • And more!

Tune in now and get inspired to keep developing this essential quality in life.

Resources:  Top Advisor Marketing 

Brought to you by: Iris.xyz 


Episode 206 – 3 Marketing Trends for Advisors Who Want to Stand Out — With Jillian Bannister



Are you using the latest trends to help you stand out from the advisor down the street?

Today, Matt welcomes Jillian Bannister, CEO and co-founder of Ext. Marketing, to uncover three marketing trends for advisors. This is a must-listen conversation where you will learn about attracting up-and-coming demographics and the importance of testing your brand to see what is resonating with your target audience. 

In this episode, you will learn:

  • Which social media platform is the ideal place for advisors to reach their audience
  • Words of advice about segmenting your millennial audience
  • The importance of focusing on people who are interested in ESG and socially responsible investing
  • How long it takes for an advisor to gain traction on a new brand
  • And more!

Tune in and learn how to become bigger and better!

Resources:  Ext. Marketing | Email Jillian | Jillian Bannister’s LinkedIn

Brought to you by: Iris.xyz


Episode 205 – The Time for Succession Planning Is Now — With George Hartman



You’ve poured your heart and soul into launching your business and creating growth. Wouldn’t you like your business to live on even after you’re no longer here?

In this episode, Kirk Lowe speaks with George Hartman, co-founder and CEO of Market Logics. They unpack what gets in an advisor’s way of putting a succession plan in place, how to get started, and where marketing fits into the process. This episode is a must-listen for all entrepreneurs who want their businesses to endure for generations to come.

In this episode, you will learn:

  • What gets in the way of putting a plan in place
  • The steps required to successfully exit your business
  • What options are available to advisors
  • The purpose of a continuity partner
  • Where marketing fits into the succession planning process and how important it is 
  • And more!

Tune in now and experience the excitement around keeping your business successful for generations to come!

Resources:  Top Advisor Marketing | Market Logics

Brought to you by: Iris.xyz 


Episode 204 – Transform Your Thinking for Better Digital Marketing Outcomes — With James Robert Lay



What is keeping you from creating a digital marketing strategy that brings in leads and leaves you feeling confident about your firm’s future?

In this episode, Kirk Lowe has a riveting conversation with James Robert Lay, founder and CEO of Digital Growth Institute. They discuss how you can break through the barriers that are holding too many financial brands back from maximizing their digital growth potential.

In this episode, you will learn:

  • What challenges hold financial brands back from maximizing their digital growth potential
  • What the greatest opportunities are for financial brands to capture over the next 12-24 months 
  • How a financial brand marketing, sales, and leadership team can develop a digital growth mindset
  • What role humans will play, if any, in a digital consumer’s buying journey when shopping for a financial product
  • What lies ahead for Digital Growth Institute
  • And more!

Tune in now and get inspired to reach better digital marketing outcomes!

Resources:  Top Advisor Marketing | Digital Growth Institute

Brought to you by: Iris.xyz 


Episode 203 – Going All-In With Online Millennial Entrepreneurs — With Danielle Granger Nava and Dustin Granger



Would you ever be so bold as to switch your niche?

In this episode, Matt speaks with a financial planning brother-sister duo, Danielle Granger Nava and Dustin Granger, about their pivotal decision to start targeting online millennial entrepreneurs. Having made a clean break from the traditional advisor path, Danielle and Dustin share their perspective on playing the long-game and how they’re winning over this growing market. 

In this episode, you will learn:

  • About Danielle and Dustin’s journey to creating Toujours Planning Wealth Management
  • Why they’ve chosen to serve online millennial entrepreneurs — what about the big fish?
  • How Danielle and Dustin decide on podcast topics 
  • What they’ve done to make their website appealing to millennials
  • Why niche marketing is a long game, not a sprint
  • And more!

Tune in now and become inspired to go all-in with your dream niche!

Resources:  Top Advisor Marketing | Toujours Planning Wealth Management | Email | Worth It Podcast | Worth It Podcast on Instagram

Brought to you by: Iris.xyz 


Episode 202 – The Evolution of Advisor Marketing



There has been considerable evolution in advisor brands. Many tactics advisors use to get their message out have changed, but interestingly enough, some things have stayed the same.

Today, Kirk Lowe and Matt Halloran dive into a subject that stirs up debates amongst advisors: marketing then and now. They examine the seven levels of the advisor marketing evolution to uncover how advisor brands have become what they are today.  

In this episode, you’ll learn:

  • The difference between branding and visual identity
  • How advisors started differentiating themselves from other advisors
  • What content marketing used to be versus what it is now
  • How advisors started building their credibility
  • And more!

 Tune in now and get your advisor brand up-to-date! 

Resources: Top Advisor Marketing | How to Start Your Own Podcast

Brought to you by: Iris.xyz


Episode 201 – How to Turn Your Clients Into Raving Fans — With Luke Acree



In the service-based sales industry, your business is built off of how well you can build and keep client relationships. That is the centralized belief of ReminderMedia.

In this episode, Kirk Lowe has a passionate conversation with Luke Acree, ReminderMedia’s founder and president. They discuss how to keep in touch with the clients in your database in such a way that they become raving fans of your organization. Every advisor knows the importance of gaining referrals and repeat business, but this episode will challenge you to examine what you’re doing today to inspire unwavering loyalty.

In this episode, you will learn:

  • About a unique and personalized gift idea that’s proving to be memorable and coveted by clients
  • How to use the FORD method to build client relationships that lend to future marketing opportunities
  • What it takes to intrigue your prospects’ curiosity and why these efforts are worthwhile
  • How humanizing yourself will help you build rapport with your clients
  • And more!

Tune in now and get a ton of ideas for inspiring your clients to become raving fans!

Resources:  Top Advisor Marketing | ReminderMedia

Brought to you by: Iris.xyz 


Episode 200 – Top Things We Have Learned in 200 Episodes



Today’s episode marks a special occasion for the Top Advisor Marketing team. It’s the 200th episode our Top Advisor Marketing Podcast! 

We couldn’t be more proud and motivated to share what we have learned along the way.

There are many variables in play when doing a podcast. There are technical, production, marketing, and even emotional aspects to consider. So how can you make sure your podcast lasts for 200 episodes and beyond — and brings you and your company success? Join your hosts, Matt Halloran and Kirk Lowe, as they share valuable lessons about their podcasting journey.

In this episode, you’ll learn:

  • The most important elements to having a successful podcast
  • Factors that can affect the quality of your recording
  • Why podcasting has been the best long-term investment for Top Advisor Marketing
  • Common podcasting mistakes you should avoid
  • And more!

 Tune in now and learn tips to make your podcasting experience more fun, efficient, and successful. 

Resources: Top Advisor Marketing 

Brought to you by: Iris.xyz


Episode 199 — Why Your Team Needs a Masters in Inspiration — With Marlo Higgins



Often when it comes to their marketing and branding, advisors have a hard time lighting a fire under themselves instead, they stay where it’s comfortable. They also miss opportunities to rise up and motivate their team and clients.  

In this episode, Matt speaks with Marlo Higgins, a chief inspirational officer with nearly three decades of experience in leading and coaching entrepreneurs to a place of newfound success. This is a riveting conversation that will help you inspire and motivate yourself, your team, and your clients.

In this episode, you will learn:

  • About Marlo’s journey to becoming a thought leader, podcaster, and author
  • The power of being inspired and how it feeds performance
  • Why Marlo built this brand to serve others in this space
  • Why Marlo believes that doing what you enjoy will help you be successful
  • And more!

Tune in now and get inspired to wake up with that fire in your belly to achieve your goals!

Resources:  Top Advisor Marketing | Marlo Higgins | The Maverick Assessment | Perform and Get Paid Community: Facebook Group | The Making of a Maverick by Marlo Higgins

 

Brought to you by: Iris.xyz 


Episode 198 – Identity Theft Protection: Life’s Newest Necessity — With Dana Mantilia



Today, host Matt Halloran continues to help advisors separate themselves from the advisor down the street.  

In this episode, Matt speaks with Dana Mantilia, CEO and founder of Identity Protection Planning about why it’s important for advisors to offer their clients identity theft protection.

Dana and her team have established a user-friendly B2B software platform that allows agents, advisors, employers, and association managers to protect their clients, employees, and members against identity theft.

In this episode, you will learn:

  • Why identity theft is a big deal
  • Why advisors should be offering identity protection
  • How Dana helps advisors position identity theft insurance in front of their clients
  • Why it’s important for parents to freeze their children’s credit
  • And more!

Tune in now to learn why we’re calling identity theft protection “life’s newest necessity.”

Resources:  Top Advisor Marketing | Dana Mantilia |  Identron | Identron’s Facebook | 833-345-7233

Brought to you by: Iris.xyz 

 


Episode 197 – Magnetic Marketing and Operational Mastery — With Brittany Anderson



Things come full circle today as Matt Halloran chats with Brittany Anderson of Sweet Financial Services, a firm he once coached.

Brittany is COO and co-founder of the Ultimate Advisor Coaching Program and Dare to Dream Enterprises as well as a speaker and co-author of two books, “Dare to Dream: Design the Retirement You Can’t Wait to Wake Up To” and “Imagine. Act. Inspire: A Daily Journal.”

In this episode, you will learn:

  • Why mindset matters
  • What a reticular activating system is
  • How to make it less about you and more about the client
  • Why systems equal freedom
  • The difference between efficient and effective
  • And more!

Tune in to learn how a reticular activating system can set you up for success!

Resources:  Top Advisor Marketing | Brittany Anderson | Ultimate Advisor Coaching | Ultimate Advisor Podcast | Dare to Dream Enterprises

Brought to you by: Iris.xyz 


Episode 196 – 4 Steps to the Perfect Marketing Strategy



Efficient marketing strategies are an advisor’s best friend because they take little time and effort. They allow advisors to focus on what they are really good at, which is helping their clients achieve better financial outcomes.

With that said, what’s the best way to make your marketing strategies super efficient? What outcomes could you get by combining traditional and digital strategies? Join expert financial marketers and communicators, Matt Halloran and Kirk Lowe as they share which steps to follow to get the marketing results you need. 

In this episode, you’ll learn:

  • What a perfect marketing strategy looks like
  • How to make a real impact with your marketing
  • How to increase your chances of reaching your ideal audiences
  • Whether marketing to a specific niche limits your opportunities
  • And more!

 Tune in now and learn tips to make your marketing super efficient. 

Resources: Top Advisor Marketing | Breaking Money Silence® Podcast| 99 Best Marketing Ideas | Episode 180: How to Get Referrals Without Asking — Referrals Mini-Series Part 1

Brought to you by: Iris.xyz


Episode 192 – 6 Ways Podcasts Make You a Better Advisor 



Do you know the similarities between being a great podcast host and a great advisor? 

In today’s episode, Matt and Kirk bring light to these similarities and discuss how advisors can translate their podcasting experience into their career and practice. Join this conversation and learn six ways that podcasts can, in fact, make you a better advisor.

In this episode, you’ll learn:

  • How you can improve as an advisor by doing podcasts
  • The importance of listening to what your clients are saying
  • Tips on how to enhance your listening skills
  • The importance of resourcefulness 
  • How podcasting helps you develop leadership
  • And more!

Tune in now and learn six ways that podcasting can take your advisor skills to new heights.

Resources: Top Advisor Marketing 

Brought to you by: Iris.xyz


Episode 190 – The Truth about Marketing ROI



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


Episode 189 – How to Differentiate Yourself and Influence Clients — With Jack Martin



There are two major differentiators that advisors tend to overlook: having a behavioral component in their sales and marketing and using longevity as a compelling conversation tool. 

Today, Matt Halloran speaks with Jack Martin, co-founder and CEO Elite Advisor Group LLC, about the powerful possibilities for advisors who practice these differentiators. Jack explains how to use behavior to influence clients to make the right decisions and how to frame conversations about longevity risk.

In this episode, you will learn:

  • How a behavioral approach to marketing/sales has changed the way advisors sell
  • How to help the customer experience by adjusting your behavior
  • How to influence client outcomes
  • How two ways of framing the longevity-question prompt much different responses from clients
  • What biases drive your behavior
  • And more!

Tune in and learn how to use Jack Martin’s techniques to set yourself apart and influence clients. 

Resources:  Top Advisor Marketing  | Jack Martin LinkedIn | Contact Jack | Elite Advisor Group | Longevity Brochure

Brought to you by: Iris.xyz 


Ep 164 – Your Personal Financial Snapshot With Kyle Christensen



Your host, Matt Halloran, welcomes Kyle Christensen to today’s show to discuss his company and software: Personal Financial Snapshot.

Our focus at Top Advisor Marketing Podcast is to provide our listeners with tools to help them build a truly unique service that will separate them from the advisor down the street. Personal Financial Snapshot does just that.

Personal Financial Snapshot is designed with the clients’ needs in mind first and uses five core principles:

  1. Save at least 15% or more
  2. Maximum protection
  3. Full replacement of assets upon death
  4. Six months to one year of asset storage
  5. Velocity of money

The five principles of Personal Financial Snapshot take financial planning to another level by leaving behind needs-based analysis and project-based analysis.

If you’re looking to give your clients the opportunity to make education-based decisions or are ready to add a higher level of planning to your practice, this is an episode you don’t want to miss!

Links: Kyle Christensen LinkedIn | Personal Financial Snapshot | Five Principles of Personal Finance


Ep 151 – Equal Pay Negotiations with Katie Donovan



To finish of Women’s History Month, your host Matt Halloran welcomes pay equity expert Katie Donovan to discuss what you can be doing to decrease the wage gap in your business.

Katie is the first pay expert to be featured on Top Advisor Marketing Podcast. She began the movement in Massachusetts to ban use of salary history in hiring and compensation decisions which has had a dramatic impact on lessening the pay gap. She is now a consultant and owner of Equal Pay Negotiations (EPN). Her work their strives to achieve equal pay for all groups who are systemically underpaid including women, people of color, members of the LGBTQ community, and people with disabilities, through pragmatic solutions similar to ending the use of salary history.

Discover ways you can change your hiring process, optimize your current payroll employee and learn what finance as a whole can be doing to decrease the wage gap. Listen in today!

Links: Katie Donovan LinkedIn | Equal Pay Negotiations 


Ep 148 – The Compounding Impact of Marketing to Women With Podcasts: How to Maximize Your ROI featuring Adri Miller-Heckman



Your host Matt welcomes returning guest Adri Miller-Heckman to part one of their three-part mini-series titled: The Compounding Impact of Marketing to Women With Podcasts: How to Maximize Your ROI. 

Adri is a globally recognized speaker, author, and consultant in the financial industry. She is the founder of femXadvisor™, a professional training and coaching business designed to help advisors generate exponential growth with the femXadvisor™ process to create a female-friendly, results-oriented financial practice.

On today’s episode, Matt and Adri discuss the importance of branding when its come to marketing to women. Listen in to discover some of the critical elements of honing your message to create a real and authentic experience that appeals not only to your women clientele but men as well.

Top Advisor Listener Special!

FREE 30-Day Trial! 

Whether you are actively pursuing the female market or simply want to develop a stronger relationship with your existing female clients, our Engaging Email Marketing Membership program will make the process easier and more effective. As a member, you receive female-friendly engaging nurture emails that are easy to implement; tools to engage women, making your efforts more effective; and ideas, strategies, and live coaching to make marketing to women FUN! Try our 30-Day Free Trial! Learn more at http://adrimillerheckman.com/tools/topadvisor/