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