Tag Archives: financial advisors

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

December 22, 2020Branding, Digital Marketing, FinTech, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesAwareness, Be Your Own Loud, Business Growth, Business Innovation, Change, Client Relationships, Client Satisfaction, Clients, coaching, Confidence, content marketing, Documentation, Engaged, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, financial services, Grow your practice, Growing Your Business, Influencer Marketing, Innovation, marketing, Matt Halloran, Podcast, Podcasting, Privacy, Sales, Security, Social Media, Thought Leadership, Top Advisor MarketingKirk Lowe

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Attention advisors! It’s time to re-introduce yourself to your favorite clients so they understand and appreciate your value completely!

Today, Matt is joined by Duncan MacPherson, the CEO of Pareto Systems. Join them as they discuss several ways to rejuvenate your client relationship and reinforce your value proposition through rebranded meetings and proven marketing strategies for today’s advisors.

You will learn:

How to use strategic, agenda-driven meetings to elevate the client experience
What outcome advisors are seeing from rebranded client meetings
The difference between stewardship and salesmanship
Why elite financial professionals choose to outsource
3 essential keys to making a video that clients will love and remember
How to develop a process-driven approach to attract more clients
And more!

Listen now to learn how to rebrand your meetings so you can stay top-of-mind with your ideal clients and highly referable!

Resources:

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

December 15, 2020Digital Marketing, FinTech, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesAwareness, Be Your Own Loud, Business Growth, Business Innovation, Change, Client Relationships, Client Satisfaction, Clients, coaching, Confidence, content marketing, Documentation, Engaged, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, financial services, Grow your practice, Growing Your Business, Influencer Marketing, Innovation, marketing, Matt Halloran, Podcast, Podcasting, Privacy, Sales, Security, Social Media, Thought Leadership, Top Advisor MarketingKirk Lowe

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Imagine having your prospect and client meetings so well documented that you can pick up exactly where you left off from the previous meeting or call. That would show your prospects and clients that you’re really listening and paying attention to them.

But, too often, advisors forget to type their notes after meetings. And the details that would’ve won the prospect or elevated the client experience vanish into thin air.

Today, Matt is joined by Maree Moscati, the CEO of Copytalk, which is a premier dictation service company that uses live transcription to preserve your every word. They discuss the numerous benefits that proper documentation offers advisors –– from a client interaction perspective, task perspective, and compliance perspective!

In this episode, you will learn:

How documentation can help you provide more value to clients
How Copytalk uses a combination of human touch and world-class technology to set them apart from mainstream speech-to-text software
How Copytalk is engineered to meet the financial-service industry’s rigorous standards of accuracy, privacy, and efficiency
Maree’s advice to advisors on how to market effectively in today’s COVID-19 world
And more!

Tune in now to discover how a real-time transcription service like Copytalk can help you operate more effectively, save time, and wow your clients!

Resources:

Top Advisor Marketing | Matt Halloran on LinkedIn | Maree Moscati on LinkedIn | Maree Moscati on Twitter | Copytalk: (866) 267- 9825

Brought to you by: iris.xyz

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

May 19, 2020Digital Marketing, Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, Wealth ManagementKirk Lowe

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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:

Brought to you by: Iris.xyz

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

May 12, 2020Digital Marketing, Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, Wealth ManagementKirk Lowe

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Are you 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

May 7, 2020Digital Marketing, Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, Wealth ManagementKirk Lowe

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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

May 5, 2020Digital Marketing, Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, Wealth ManagementKirk Lowe

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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

April 28, 2020Digital Marketing, Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

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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

April 21, 2020Get to Know the Experts, Marketing, Practice Mgmt, SalesClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

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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

April 16, 2020Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

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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

April 14, 2020Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

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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

April 7, 2020Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

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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

April 2, 2020Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

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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

April 1, 2020Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

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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

March 31, 2020Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

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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

March 30, 2020Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

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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

March 24, 2020Branding, Digital Marketing, Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

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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?

March 19, 2020Branding, Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

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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

March 17, 2020Get to Know the Experts, Marketing, Practice Mgmt, SalesClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

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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

March 10, 2020Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

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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

March 3, 2020Branding, Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

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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

February 25, 2020Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

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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

February 18, 2020Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

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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

February 11, 2020Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

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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:

Brought to you by: Iris.xyz

Episode 216 – 8 Content Marketing Trends for 2020

February 6, 2020Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

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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

February 4, 2020Get to Know the Experts, Marketing, Practice MgmtAdvisor2X, Certified Financial Transitionist®, Client Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Ross Marino, Special Series, Top Advisor Marketing, Wealth ManagementKirk Lowe

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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

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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

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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

January 28, 2020Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

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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

January 21, 2020Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

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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

January 14, 2020Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

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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

January 7, 2020Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

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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

January 2, 2020Get to Know the Experts, MarketingClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

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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

December 20, 2019Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

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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

December 19, 2019Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

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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

December 18, 2019Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

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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

December 17, 2019Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

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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

December 16, 2019Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 18:23 — 21.0MB) | Embed

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

December 13, 2019Get to Know the Experts, MarketingClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 17:59 — 20.6MB) | Embed

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

December 12, 2019Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 11:48 — 13.5MB) | Embed

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

December 11, 2019Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 17:44 — 20.3MB) | Embed

“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!

Brought to you by: Iris.xyz

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

December 10, 2019Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 27:42 — 31.7MB) | Embed

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

December 9, 2019Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagemenKirk Lowe

Podcast: Play in new window | Download (Duration: 15:21 — 17.6MB) | Embed

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

December 6, 2019Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 15:33 — 17.8MB) | Embed

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

December 5, 2019Get to Know the Experts, MarketingClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

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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

November 28, 2019Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

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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.

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

November 28, 2019Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

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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

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

Podcast: Play in new window | Download (Duration: 26:50 — 29.3MB) | Embed

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

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

November 26, 2019Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

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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

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

November 19, 2019Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

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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

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Episode 207 – How to Find Your Resilience

November 14, 2019Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Top Advisor Marketing, Wealth ManagementKirk Lowe

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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

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

November 12, 2019Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcast Strategies, Podcasting, Provide Value, Referrals, Set expectations, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 26:48 — 30.7MB) | Embed

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

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

November 5, 2019Get to Know the Experts, Marketing, Practice MgmtBest Practices for Referrals, Client Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcast Strategies, Podcasting, Provide Value, Referrals, Top Advisor Marketing, Wealth ManagementKirk Lowe

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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

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

October 29, 2019Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcast Strategies, Podcasting, Top Advisor MarketingKirk Lowe

Podcast: Play in new window | Download (Duration: 30:17 — 34.7MB) | Embed

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

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

October 22, 2019Get to Know the Experts, MarketingClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcast Strategies, Podcasting, Top Advisor MarketingKirk Lowe

Podcast: Play in new window | Download (Duration: 29:00 — 33.2MB) | Embed

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

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Episode 202 – The Evolution of Advisor Marketing

October 17, 2019Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, How to get referrals without asking, Kirk Lowe, Marketing Podcast, Matt Halloran, Podcast, Podcast Strategies, Podcasting, Provide Value, Referrals, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 46:06 — 52.6MB) | Embed

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

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

October 15, 2019Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial podcast, Grow your practice, Kirk Lowe, Matt Halloran, Podcast Strategies, Podcasting, Referrals, Set expectations, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 41:50 — 47.9MB) | Embed

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

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Episode 200 – Top Things We Have Learned in 200 Episodes

October 8, 2019Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcast Strategies, Podcasting, Top Advisor MarketingKirk Lowe

Podcast: Play in new window | Download (Duration: 36:10 — 41.4MB) | Embed

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

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

October 1, 2019Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcast Strategies, Podcasting, Top Advisor MarketingKirk Lowe

Podcast: Play in new window | Download (Duration: 28:34 — 32.7MB) | Embed

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

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

September 24, 2019Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, Genuine Messaging, Grow your practice, How to get referrals without asking, leadership, Matt Halloran, Set expectations, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 23:23 — 26.8MB) | Embed

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

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

September 17, 2019Get to Know the Experts, Marketing, Practice MgmtBrittany Anderson, Client Relationships, Client Satisfaction, coaching, Dare to Dream, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, Genuine Messaging, Grow your practice, How to get referrals without asking, leadership, Matt Halloran, Set expectations, Top Advisor Marketing, Ultimate Advisor Coaching, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 34:08 — 39.1MB) | Embed

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!

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Episode 196 – 4 Steps to the Perfect Marketing Strategy

September 10, 2019Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial planning, Genuine Messaging, Grow your practice, How to get referrals without asking, Kirk Lowe, leadership, Matt Halloran, Set expectations, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 47:58 — 54.9MB) | Embed

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

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Episode 195 – Breaking Through Call Reluctance — With Connie Kadansky

September 3, 2019Get to Know the ExpertsClient Satisfaction, coaching, expert, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Grow your practice, Matt Halloran, Podcast, Podcasting, Provide Value, Top Advisor MarketingKirk Lowe

Podcast: Play in new window | Download (Duration: 29:22 — 33.6MB) | Embed

On today’s Top Advisor Marketing Podcast, Matt places a special focus on sales with Sales Call Reluctance Coach, Connie Kadansky.

Connie Kadansky is a noted authority on call reluctance and sales productivity. She is a Master Certified Coach, certified in conversational intelligence and a professional speaker who specializes in identifying the blocks that keep financial advisors from proactively prospecting.

In this episode, you will learn:

The biggest reason salespeople hesitate to get in front of prospects
About breaking through performance barriers
Why you should think of your telephone as your ATM
How to recognize if you have sales call reluctance
Why it’s helpful to believe that it isn’t about you
And more!

Tune in now and learn how to leave sales call reluctance in the dust!

Resources: Top Advisor Marketing | Connie Kadansky | Exceptional Sales Performance | Contact Connie | Cell: 602-380-5431

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Episode 192 – 6 Ways Podcasts Make You a Better Advisor

August 20, 2019Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, Kirk Lowe, leadership, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcast Strategies, Podcasting, Top Advisor MarketingKirk Lowe

Podcast: Play in new window | Download (Duration: 31:00 — 49.0MB) | Embed

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

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Episode 190 – The Truth about Marketing ROI

August 13, 2019FinTech, Get to Know the Experts, Marketing, Practice MgmtBest Practices for Referrals, Client Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, Grow your practice, Growing Your Business, Kirk Lowe, Matt Halloran, Podcast, Podcasting, roi, Top Advisor Marketing, Wealth ManagementKirk Lowe

Podcast: Play in new window | Download (Duration: 26:31 — 30.4MB) | Embed

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

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

August 8, 2019Get to Know the Experts, MarketingClient Relationships, Client Satisfaction, Engaged Clients, expert, finance, financial, financial advisor, financial advisors, financial planner, financial podcast, Grow your practice, Matt Halloran, Top Advisor MarketingKirk Lowe

Podcast: Play in new window | Download (Duration: 22:39 — 25.9MB) | Embed

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

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Ep 176 – Uncork Your Productivity: Part 2 — With Patty Kreamer and Michelle Donovan

June 20, 2019Get to Know the Experts, Marketing, Practice MgmtAdvisors Niche, Asking for Referrals, Client Referrals, COI, Communicating with Clients, financial advisors, financial podcast, Marketing Podcast, Michelle Donovan, Patty Kreamer, Podcast, Podcasting, Setting Expectations, Top Advisor MarketingKirk Lowe

Podcast: Play in new window | Download (Duration: 32:28 — 37.6MB) | Embed

Many advisors tend to have difficulties in the area of referrals. How much is too much? And why isn’t your COI reciprocating with client referrals?

In part 2 of uncork your productivity, Matt discusses the ins and outs of referrals with Michelle Donovan. They go on to answer many questions around referrals that plague the minds of many financial advisors.

In this episode, you will learn:

Where financial advisors can begin with getting referrals.
How the fear of sounding desperate is a self sabotaging belief.
Way to deal with the fear of sounding desperate when asking for referrals.
How to set clear expectations with your COIs and other existing clients.
The influence having a niche has on a financial advisor’s ability to get referrals.
How Michelle helps advisors find their niche.
What the communication training by Michelle and Patty to their clients looks like.
And a lot more!

Need some help with asking for or receiving referrals from your COIs? Let Michelle Donovan help you get uncorked and get results. Tune in now!

Resources: Productivity Uncorked

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Ep 160 – The Decommodification of Your Services with Kirk Lowe

April 30, 2019Marketing, Practice Mgmtfinancial advisors, finserv, valuetopadvisorm

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Today Matt shares the mic with Top Advisor Marketing’s Brand Guy, Kirk Lowe, to discuss one of the most important factors to separating yourself from your competition – decommodification.

With any service you’re forever fighting the fact that there is always someone cheaper. Price tags commodify who we are and what we do in a way that can make our businesses and our brilliance feel small. And it’s easy as a business provider to blame your investors or clients for failing to understand just how impactful your services can be. Making them more than just a price tag.

Kirk and Matt dive into how you can break down your services and prove your worth to incoming clients, AKA decommodifying your offering so that your ideal client understands who you are, what you do, and what makes your truly unique and different.

If you’re ready to show your ideal client the true worth of your services, be sure to tune in today!

Links: There is Always Someone Cheaper |