Tag Archives: fintech

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

Digital Marketing, FinTech, Get to Know the Experts, Marketing, Podcasting, Public Relations, , , , , , , , , , , ,

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When a prospect discovers you through your content and experiences your expertise, your credibility as an advisor goes through the roof!

Today, Matt is joined by Jason Pereira, a portfolio manager, entrepreneur, lecturer, FinTech expert, writer, podcaster, and award-winning financial planner! Jason shares the secrets behind his productivity and how he has used several forms of media to become known as Canada’s most recognizable name in FinTech.

In this episode, you will learn:

  • How getting a single article published can lead to more opportunities to become known for your expertise
  • How to pick a fight online to support the ideas, philosophies, and products that you believe in
  • Examples of how to get endless pieces of content out of one video 
  • Which marketing tasks Jason outsources and why
  • And more!

Tune in now to learn how to rise above the noise and become a known subject matter authority in the financial services industry!

Resources: 

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

Ep 164 – Your Personal Financial Snapshot With Kyle Christensen

Get to Know the Experts, Marketing, Practice Mgmt, , , , ,

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

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

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

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

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

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

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

Ep 162 – 7 Podcast Tactics to Grow Your Business

Marketing, , , , , ,

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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 153 – Direct Response Marketing with Seth Greene

Get to Know the Experts, Marketing, , , , , , ,

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Today your host Matt is joined by the one and only Seth Greene to discuss his expertise in direct response marketing.

Seth is the nation’s foremost authority on growing your business with a podcast along with being the co-host of the Sharkpreneur podcast with Shark Tank’s Kevin Harrington that was just named “One of the Top 10 Podcasts to Listen to in 2019” by Nasdaq. He is also a 7-time best selling author and has been interviewed everywhere from Forces to CBS Moneywatch.

Matt and Seth are diving into what direct response marketing is and how you as an advisor can utilize this tool to create momentum marketing and fill your client list.

If you’re ready to experience two podcasting and financial marketing experts, be sure to listen in today!

Links: Seth Greene LinkedIn | Sharkpreneur Podcast  | Market Domination |