Tag Archives: finserv

Ep 169 – Breaking Money Silence with Kathleen Burns Kingsbury

May 30, 2019Get to Know the Expertsbreaking money silence, finanacial planner, financial advisor, finserv, ifa, money talk, riatopadvisorm

Podcast: Play in new window | Download (Duration: 23:21 — 26.7MB) | Embed

Your host Matt Halloran is thrilled to welcome one of his personal wealth idols, Kathleen Burns Kingsbury to today’s episode.

Kathleen is a wealth psychology expert, founder of KBK Wealth Connection, host of the Breaking Money Silence® podcast, and an internationally published author and speaker. Named one of nine amazing conference speakers in 2017 by Investment News, Kathleen is a sought-after keynote speaker and consultant on the topic of women and wealth and couples and money. Her mission is to empower women, couples, and families (and the advisors who serve them) to shatter money taboos and communicate more effectively about financial matters.

On today’s episode, Kathleen and Matt are going to discuss how you can revolutionize your conversations about money, explore the taboo of money talk, and what you as an advisor can be doing to help yourself and your clients talk about their dollars.

Top Advisor Marketing Listener Special

In her latest book, Breaking Money Silence®, Kathleen provides her readers with a step-by-step guide to opening up about a difficult subject. It offers a strategy that can save money, improve relationships, and help people raise fiscally responsible children. We’re giving away a FREE copy of Kathleen’s Executive Summary from her latest research on Breaking Money Silence! Find your copy today at: http://bit.ly/breakingmoneysilence

Links: Kathleen Burns Kingsbury | Breaking Money Silence® Executive Summary | Breaking Money Silence® Podcast

Ep 167 – Worthwhile Content with Erica Gellerman

May 23, 2019Get to Know the Experts, Marketingcontent marketing, digital marketing, financial planner, financial services, finserv, ria, spatopadvisorm

Podcast: Play in new window | Download (Duration: 29:36 — 33.9MB) | Embed

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

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

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

Links: Erica Gellerman LinkedIn | The Worth Project Consulting

Ep 166 – The Happiness Factor with Christy Aleckson

May 21, 2019Get to Know the Experts, Marketing, Practice Mgmtfinancial advisor, financial planner, financial planning, finserv, marketing, practicetopadvisorm

Podcast: Play in new window | Download (Duration: 34:35 — 51.2MB) | Embed

Today Matt welcomes highly sought after speaker and award winning financial processional Christy Aleckson to the show.

Christy is the CEO and Founder of Single Point Financial Advisors where she actively works as a financial advisor with individuals, families, and micro/small business owners. She is also a Behavioral Financial Advisor™, an asset to helping her clients identify values and match them to their planning.

Christy has built a truly unique and different client experience through use of happiness (one of her company’s core values), humor, and by creating a judgement free zone for her clients.

Matt and Christy explore these unique aspects of her business, which have helped her and the company to grow into a thriving financial space.

If you’re interested in creating your own unique client experience, don’t delay on listening!

Links: Christy Aleckson LinkedIn | Single Point Financial Advisors |

Ep 164 – Your Personal Financial Snapshot With Kyle Christensen

May 14, 2019Get to Know the Experts, Marketing, Practice Mgmtfinance, financial planner, financial planning, financial software, finserv, fintechtopadvisorm

Podcast: Play in new window | Download (Duration: 28:02 — 32.1MB) | Embed

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

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

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

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

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

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

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

Ep 162 – 7 Podcast Tactics to Grow Your Business

May 7, 2019Marketingfinancial advisor, financial planner, financial podcast, finserv, fintech, Podcast, Podcastingtopadvisorm

Podcast: Play in new window | Download (Duration: 36:39 — 41.9MB) | Embed

Today Matt and Kirk are back on the mic and switching it up! Kirk is taking over today’s episode, and interviewing your regular host, Matt, on the 7 podcast tactics to grow your business.

At Top Advisor Marketing, podcasting has been pivotal to the success of the business. Within less than 24 months, we’ve grown from a book balance of zero to our latest evaluation of over a million dollars. As our central hub to business development and growth – Matt and Kirk understand the value of podcasting.

As an time effective and financially efficient solution, podcasting is a great way to get your thought leadership out and heard.

So if you’re curious as to what it takes to create a great podcast and what that can do for your business, be sure to tune in to these seven tactics today!

Links: Your Complete Guide to Starting a Podcast | Join the Micro Influencer Revolution |

Ep 161 – The Top 10 Arguments Against Niche Marketing – And Why They’re All Wrong!

May 2, 2019Marketing, Practice Mgmtfinancial, financial advisor, financial planner, finserv, niche marketingtopadvisorm

Podcast: Play in new window | Download (Duration: 45:43 — 52.3MB) | Embed

Matt and Kirk are back on the mics today to discuss an important topic when it comes to building your brand and your business – why advisors avoid using niche marketing and the problems it can cause.

With years of experience in branding and finance, Matt and Kirk have repeatedly faced advisors who are unwilling to explore the potential that niche marketing has for their business. They’ve compiled their list of the ten most common excuses to niche marketing – and they’re here to bust them all wide open!

So if you’ve been hesitant to niche your financial advisory business, or you’re looking to narrow your business model further, be sure to tune in today!

Ep 160 – The Decommodification of Your Services with Kirk Lowe

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

Podcast: Play in new window | Download (Duration: 25:11 — 28.8MB) | Embed

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 |

Ep 157 – Provoking Brilliance with Machen MacDonald

April 18, 2019Get to Know the Experts, Practice Mgmtbusiness coaching, coaching, finserv, leadership, leadership coachingtopadvisorm

Podcast: Play in new window | Download (Duration: 25:12 — 28.8MB) | Embed

Your host Matt Halloran welcomes longtime friend of Top Advisor Marketing Machen MacDonald to today’s podcast. Machen is the founder of Pro Brilliance Leadership Institute and is renowned in the financial sector as one of the best leadership coaches around.

The basic definition of leadership is bringing out the best in ourselves and others. As a business owner, are you able to help others to perform at their full potential? Would you define yourself as a successful leader? Or do you even have qualifiers for being a successful leader?

Today’s podcast will help you discover what true leadership in business means, what areas you might be lacking in as a leader, and the next steps to becoming a better leader.

If you’re looking to improve the quality of your offerings and your office culture, listen in today to learn how you can provoke the brilliance around you!

Exclusive Offer: If you love what you’re hearing from Machen, you can sign up today for a FREE 45-minute Strategic Breakthrough & Clarity Session. This 45-minute session will help you get the clarity, confidence, and focus you want for yourself. Are you ready to take charge of your business? Schedule your 45-minute session today!

Links: Machen MacDonald LinkedIn | Pro Brilliance Leadership Institute | MindScan Assessment | 21 Day Magnetic Habits Program

Ep 156 – Education Planning with Priscilla ONeill

April 16, 2019Get to Know the Experts, Practice Mgmtcollege, college planning, education planning, finservtopadvisorm

Podcast: Play in new window | Download (Duration: 26:27 — 30.3MB) | Embed

Today your host Matt Halloran is pleased to welcome education planning expert Priscilla ONeill to today’s episode to discuss what you can be doing as an advisor to assist your clients with education planning.

Priscilla is the president of Summit Scholar and a Certified Educational Planner. At Summit Scholar, Priscilla has designed software and a four phase college strategy process for highschool aged students so that they can have a thorough understanding of their financial AND educational situation in order to make the best choices for their futures.

If you’re looking to give your clients and their children a true analysis of all the aspects of college, acceptance, and funding this episode is for you! Tune in today and be sure to connect with Priscilla for more information!

LINKS: Priscilla ONeill LinkedIn | Summit Scholars

Ep 155 – Defining Global Leadership with Jodi Morris

April 11, 2019Get to Know the Experts, Practice Mgmtcoaching, economy, finserv, global economy, global leadership, leadership, successtopadvisorm

Podcast: Play in new window | Download (Duration: 27:10 — 43.9MB) | Embed

On today’s episode of Top Advisor Marketing, we’re stepping away from the US economy to look at the big picture of global connection and wealth. Your host Matt welcomes Jodi Morris, founder of Connecting Growth Globally, to discuss what it takes to develop global leadership and how it’s possible to connect your global growth.

Jodi’s mission in her work is to help motivated, curious, globally-minded individuals and teams define and harness their values, strengths and story to better maximize their life impact. Her two main avenues to achieve this is Success Coach and Global Leadership Trips. In an industry where people often feel they’re unable to be themselves, Jodi’s work enables financial service professionals to add the WHY to their business model and professional lives.

If you’re interested in learning more about global leadership, or how your business model could benefit from a bit more WHY be sure to listen in today!

Links: Jodi Morris LinkedIn | Connecting Growth Globally |

Episode 154 – The Art & Science of Marketing with Andrew Healy

April 9, 2019Get to Know the Experts, Marketingandrew healy, branding, financial planner, finserv, water and walltopadvisorm

Podcast: Play in new window | Download (Duration: 29:38 — 33.9MB) | Embed

At Top Advisor Marketing we don’t look at anyone as “the competition”. Which is why it’s always a pleasure to host someone else in the financial marketing industry to share their expertise and insights.

Joining Matt today is Andrew Healy, co-founder and partner at the financial marketing agency Water & Wall. Andrew co-founded Water & Wall with the expressed purpose of applying his love for capturing clients’ stories and sharing it with the exact right audience to help their businesses grow. He takes a measured, disciplined approach to the communications process that has resulted in some of the longest-tenured client relationships in the business, and he’s a driving force behind the agency’s expansion into digital and next-gen marketing techniques.

Matt and Andrew discuss what holds advisor’s back from marketing, key components to building an authentic brand, what crisis management can look like in finance and so much more! Be sure to tune in today to discover how to create your own complete marketing solution!

Links: Andrew Healy LinkedIn | Water & Wall Group |

Ep 151 – Equal Pay Negotiations with Katie Donovan

March 29, 2019Get to Know the Experts, Practice Mgmtconsulting, expert, finance, finserv, pay equity, pay gap, wage gaptopadvisorm

Podcast: Play in new window | Download (Duration: 28:02 — 38.5MB) | Embed

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

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

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

Links: Katie Donovan LinkedIn | Equal Pay Negotiations

Episode 150 – Part 3: The Compounding Impact of Marketing to Women with Podcasts: How to Maximize Your ROI Featuring Adri Miller-Heckman

March 26, 2019Get to Know the Experts, Marketingadvisor, email marketing, femalesandfinance, femXadvisor, financial advisor, financial planner, finserv, newsletter, Podcasting, roitopadvisorm

Podcast: Play in new window | Download (Duration: 41:00 — 46.9MB) | Embed

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

For their final segment together, Matt and Adri discuss how you go about bringing products and services to market. With all things in business, you need to be willing to take a risk with your marketing. Not every strategy or idea is going to work 100%. From today’s episode, you’re going to walk away with the answer to three key questions:

1. What are the benefits? (And get ready because it’s not what you think!)

2. Where do I start and what steps will I need to take?

3. How do I make my marketing a defining moment?

With some help from Matt and Adri, your marketing is bout to get easier. Learn how to plan strong marketing strategies, put yourself out there, and understand the multidimensional benefits of your marketing.

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

Top Advisor Listener Special!

FREE 30-Day Trial!

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

Ep 149 – Part 2 of The Compounding Impact of Marketing to Women with Podcasts: How to Maximize Your ROI Featuring Adri Miller-Heckman

March 21, 2019Get to Know the Experts, Marketingfemalesandfinance, finserv, Podcast, Podcasting, roi, womeninfinancetopadvisorm

Podcast: Play in new window | Download (Duration: 30:58 — 35.4MB) | Embed

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

On today’s episode, Adri discusses the most common questions and concerns she hears from women about podcasting. With Adri hosting the interview, listen in and learn from your host Matt how you can overcome some of the apprehensions about podcasting and sharing your story. In addition, you’ll discover the value of podcasting for women in the financial sector and the impact it can have on maximizing your ROI.

Top Advisor Listener Special!

FREE 30-Day Trial!

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

March 19, 2019Get to Know the Experts, Marketingfinance, financial advisor, financial planner, finservtopadvisorm

Podcast: Play in new window | Download (Duration: 28:26 — 32.5MB) | Embed

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

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

Top Advisor Listener Special!

FREE 30-Day Trial!