Tag Archives: Kirk Lowe

Episode 279 – 3 Popular Myths That Stop Advisors From Starting a Podcast

January 5, 2021Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Practice MgmtBe Your Own Loud, content marketing, financial advisor, Kirk Lowe, marketing, Matt Halloran, Podcast, Podcasting, ProudMouthKirk Lowe

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Do you have fears that hold you back from starting a podcast?

Or, maybe without realizing it, you believe in three myths that discourage too many advisors from podcasting.

In this episode, Matt and Kirk bust the most common myths about podcasting wide open! As relatable and candid as ever, they reflect on their own experiences as new podcasters to talk about how they’ve improved. Matt and Kirk also reveal statistics and client outcomes that turn these myths on their head.

You will learn:

How to overcome the initial fear of starting a podcast
Why your perceived weaknesses will most likely be your biggest strengths as a podcaster
What stats show about podcasting’s growth potential in the coming years
8 reasons why podcasting is a game-changer for experts
And more!

Listen now to slay the biggest myths that are keeping you from rising above the noise!

Resources:

Episode 275 – Here’s What It’s Like To Podcast With Us! –– With Lauren Bus

December 8, 2020Digital Marketing, 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, Engaged, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, financial services, Grow your practice, Growing Your Business, Influencer Marketing, Innovation, Kirk Lowe, marketing, Matt Halloran, Podcast, Podcasting, Sales, Social Media, Thought Leadership, Top Advisor MarketingKirk Lowe

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Are you thinking about starting a podcast?

Imagine only having to show up to record your podcast, because you have an outsourced marketing team that takes care of everything else, from audio editing to episode promotion!

Today, our account manager Lauren Bus joins Matt to tell you exactly what it’s like to be our podcasting client. Lauren takes you behind the scenes to share how we help you rise above the noise, including our techniques for building up your confidence, creating click-worthy social media posts to drive listenership, and more!

In this episode, you will learn:

What it’s like to be part of our podcast discovery process
What strategies we use to capture each client’s voice when writing their social media posts
How to use your status as a podcaster to position yourself differently to COIs and prospects
What sets us apart from other companies that offer a podcasting service
Three qualities we look for in aspiring podcasters
And more!

Tune in now to get rare insight into what it’s like to podcast with us!

Resources:

Top Advisor Marketing | Matt Halloran on LinkedIn | Kirk Lowe on LinkedIn | Lauren Bus on LinkedIn

Brought to you by: iris.xyz

Episode 272- How To Overcome 15 “Buts” That Keep Your Business From Achieving the Next Level of Success

November 19, 2020Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesBusiness, Business Growth, Clients, coaching, Engaged, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Grow your practice, Growing Your Business, Kirk Lowe, marketing, Matt Halloran, Outsourcing, Podcast, Podcasting, Sales, Top Advisor MarketingKirk Lowe

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“I would like to do this but…”

There are many “buts” that financial advisors use as reasons to not pursue a better marketing strategy that would move their business forward.

Today, Matt and Kirk reveal the 15 “buts” that stop too many businesses from reaching their next level of success. They draw from their own experiences as entrepreneurs to help you re-think and break free from your own limitations.

In this episode, you will learn:

Why saying “no” can create a huge burden for business owners
How to avoid outsourcing to specialists who don’t see the bigger picture
Reasons to not allow time or money to hold you back from your next level of success
Ways to overcome the fear of failure
Why Kirk encourages you to fix whatever isn’t working with your marketing, even if that means starting over
Why outsourcing will probably save you money, even if you’re paying a premium for a specialized service
And more!

Learn how to conquer the “buts” that hinder you from moving your business forward!

Resources: Top Advisor Marketing

Brought to you by: iris.xyz

Episode 269 – 16 Social Media Etiquette Rules for Financial Advisors

November 5, 2020Branding, Digital Marketing, FinTech, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, 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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There are ways to conduct yourself professionally on social media –– and there are etiquette blunders to avoid at all costs.

Today, Kirk and Matt discuss “14 Essential Social Media Etiquette Rules for Brands” written by Todd Clarke and published by Hootsuite. They add their own spin for financial advisors and tack on two more rules –– including one you definitely won’t expect to hear in a list about etiquette –– to help you gain a strong social media audience.

In this episode, you will learn:

Whether it’s ever acceptable for advisors to use auto-replies and bots
Easy ways to check the tone of your social media posts before you publish them
How to pick a fight on social media and example-topics for advisors
How to make the most of the social media algorithms to gain maximum visibility
And more!

Tune in now to learn the most important social media etiquette rules for advisors!

Resources: Top Advisor Marketing |14 Essential Social Media Etiquette Rules for Brands by Todd Clarke | Webinar Replay: How to Write Social Media Posts That Get Clicks

Brought to you by: iris.xyz

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

October 15, 2020Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, 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

Podcast: Play in new window | Download (Duration: 28:16 — 65.7MB) | Embed

As Michael E. Gerber, author of The E-Myth Revisited, famously said, “If your business depends on you, you don’t own a business — you have a job. And it’s the worst job in the world because you’re working for a lunatic!”

You’re not creating any long-term equity in your business if you need to be involved in every aspect of your business.

In this episode, Matt and Kirk help you break down opportunities to outsource and not be involved in every part of your business. They give you a new lens to look through –– one that’s worked incredibly well for them. It all starts with dividing your business’s growth into three categories: branding, marketing, and business development.

You will learn:

Top reasons why advisors are resistant to taking their marketing to the next level
The argument for investing in marketing that isn’t measurable
How much of your budget should be spent on marketing
Why it’s becoming more common for advisors to outsource their marketing
Reasons to start content marketing now
And more!

Tune in to learn how to build a sustainable practice by being less involved!

Resources: Top Advisor Marketing | Episode 260: Is Your Digital Marketing Working to Convert Prospects? –– With John Lincoln | Episode 233: Beware of “10X” and “We Fill Your Pipeline” Claims | The E-Myth Revisited: Why Most Small Businesses Don’t Work and What to Do About It by Michael E. Gerber

Brought to you by: iris.xyz

Episode 257 – Why It’s Time for Advisors To Replace Selling With Content Marketing

September 10, 2020Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, 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

Podcast: Play in new window | Download (Duration: 27:49 — 64.7MB) | Embed

People no longer want to be sold to. That means the financial services industry must drastically change their approach to attracting new clients.

Today, Matt and Kirk talk about how to stop selling your services and start educating your ideal prospects. They explain why content marketing is essential for today’s advisors, why a LinkedIn sales pitch left Kirk shaking his head, and steps to take before you hire a branding company.

In this episode, you will learn:

Why content marketing pre-qualifies prospects
Why having too many referrals isn’t good for your business
Actions to take with a cold audience before trying to convert them
Which marketing tasks Matt and Kirk have outsourced –– and why they’re believers in leveraging external support
Defining characteristics of a cult brand
And more!

Listen now to learn how to start marketing to your ideal prospects on their terms.

Resources: Top Advisor Marketing | Death By Referrals | The Fix by Chris Kneeland, Ryan Gill, and Rob Howard

Brought to you by: iris.xyz

Episode 253 – 8 Ways to Gain Competitive Advantage in Your Practice

August 20, 2020Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, 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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Top advisors are champions in the industry because they’ve strategically moved their companies forward by gaining a competitive advantage.

In today’s episode, Kirk and Matt unpack eight ways to increase your competitive advantage. Kirk draws from what he learned in university combined with cutting edge trends to give you actions you can take right away to stand out from the crowd.

You will learn:

Why being adaptable opens up huge opportunities for advisors
Ways to make your business more effective in its operations
Why you shouldn’t be doing everything at all times in your practice
How to create a community-feel that sets you apart from the competition
What having a powerful “why” can do for your company
Ways to be vocal about how you’re involved in the community
And more!

Tune in now and learn 8 powerful ways to separate yourself from the competition!

Resources: Top Advisor Marketing

Brought to you by: Iris.xyz

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

August 13, 2020Branding, Digital Marketing, Get to Know the Experts, Marketing, Podcasting, SalesClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, 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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Lead generation is dying a slow, wonderful death. Large numbers of leads are no longer the ticket to marketing success for advisors.

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

In this episode, you will learn:

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

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

Resources:

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

Brought to you by: iris.xyz

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

July 16, 2020Branding, Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, SalesClient Relationships, Client Satisfaction, Engaged Clients, expert, finance, financial, financial advisor, 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, videoKirk Lowe

Podcast: Play in new window | Download (Duration: 30:13 — 70.2MB) | Embed

Do you have fans or skeptics showing up to your advisor webinars?

Fans are familiar with your work. They understand exactly how you help your niche. And they’re eager to invite their network to your webinar.

Skeptics are the complete opposite. But they’re the people who usually attend advisors’ webinars.

Today, Matt and Kirk teach you how to turn someone into a fan before they show up at your webinar. You will also learn ways to think like a big company as you approach your marketing, which is a key to converting webinar skeptics into fans.

In this episode, you will learn:

The differences between a skeptic and a fan
The downfalls of focusing on short-term marketing outcomes
Ways to nurture your attendees before and after the webinar
The differences between a strategy and a plan
How to think like a big company, but market like a small company
And more!

Tune in now and learn how to fill your webinars with fans!

Resources:

Top Advisor Marketing

Brought to you by: iris.xyz

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

June 18, 2020Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, 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

Podcast: Play in new window | Download (Duration: 25:07 — 57.5MB) | Embed

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

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

In this episode, you will learn:

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

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

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

Brought to you by: iris.xyz

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

June 4, 2020Digital Marketing, Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Client Satisfaction, coaching, Engaged Clients, expert, finance, financial, financial advisor, 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

Podcast: Play in new window | Download (Duration: 29:57 — 68.6MB) | Embed

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

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

In this episode, you will learn:

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

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

Resources:

Top Advisor Marketing

Brought to you by: iris.xyz

Episode 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

Podcast: Play in new window | Download (Duration: 27:20 — 62.6MB) | Embed

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 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 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

Podcast: Play in new window | Download (Duration: 42:22 — 97.0MB) | Embed

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

Podcast: Play in new window | Download (Duration: 39:11 — 44.8MB) | Embed

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

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

Podcast: Play in new window | Download (Duration: 29:30 — 33.8MB) | Embed

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 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

Podcast: Play in new window | Download (Duration: 45:50 — 50.2MB) | Embed

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 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

Podcast: Play in new window | Download (Duration: 48:10 — 55.1MB) | Embed

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

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

Podcast: Play in new window | Download (Duration: 28:48 — 33.0MB) | Embed

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 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

Podcast: Play in new window | Download (Duration: 44:53 — 51.4MB) | Embed

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

Podcast: Play in new window | Download (Duration: 19:51 — 22.7MB) | Embed

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

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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

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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

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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

Podcast: Play in new window | Download (Duration: 18:02 — 20.6MB) | Embed

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

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

Podcast: Play in new window | Download (Duration: 43:59 — 48.7MB) | Embed

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

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

In this episode, you will learn:

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

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

Resources: Top Advisor Marketing

Brought to you by: Iris.xyz

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

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

Podcast: Play in new window | Download (Duration: 29:24 — 31.7MB) | Embed

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 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

Brought to you by: Iris.xyz

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

Brought to you by: Iris.xyz

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

Brought to you by: Iris.xyz

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

Brought to you by: Iris.xyz

Episode 191 – What does it take to build a million-dollar company?

August 15, 2019Get to Know the Experts, Marketing, Practice MgmtClient Relationships, financial podcast, Grow your practice, Growing Your Business, Kirk Lowe, leadership, marketing, Marketing Podcast, Matt Halloran, million dollar company, Podcast, Podcasting, Set expectations, Top Advisor MarketingKirk Lowe

Podcast: Play in new window | Download (Duration: 36:48 — 53.6MB) | Embed

In today’s episode, Matt Halloran and Kirk Lowe discuss how they merged their businesses and experiences together and founded Top Advisor Marketing. Here, they share the ins and outs of their journey towards becoming a million-dollar company.

Join Matt and Kirk as they go through some of the steps that helped them successfully develop their thought-leadership and company, and the lessons they have learned along the way.

In this episode, you’ll learn:

How they became Top Advisor Marketing
What they have learned from their biggest mistakes
Strategies they have put in place to advance their business
How they have adjusted to the challenges of managing a growing business
And so much more!

Tune in now and find out more about Top Advisor Marketing and learn some tips you can also apply to your growing business.

Resources: Top Advisor Marketing

Brought to you by: Iris.xyz

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

Brought to you by: Iris.xyz

Ep 170- #BeYourOwnLoud

June 4, 2019Get to Know the Experts, Marketing, Practice MgmtBe Your Own Loud, BeYourOwnLoud, Build Relationships, Financial Podcasting, Grow your audience, Grow your practice, Growing Your Business, Influence, Influencer, Kirk, Kirk Lowe, LinkedIn, Marketing Strategies, Marketing Strategies for Advisors, Matt, Matt Halloran, Micro Influence, Micro-Influencer, Podcast, Podcast Strategies, Podcast Tactics, Podcasting, TAM, Top Advisor Marketing, Top Advisor Marketing Podcasttopadvisorm

Podcast: Play in new window | Download (Duration: 50:11 — 80.2MB) | Embed

Matt and Kirk are back on the mic today to discuss #BeYourOwnLoud – how you as an advisor can share your story and build relationships.

Combining the power of LinkedIn and Podcasting, our #BeYourOwnLoud service, Micro-Influencer, is our two part service that can act as an entire marketing strategy for advisors.

With over 20 years in the business, Kirk has experience with just about every marketing tactic that walks across conference stages. Never in his career has he been this excited about a product that offers something truly extraordinary for advisors.

If you’re looking to grow your business and develop lasting consumer relationships, this is an episode you won’t want to miss!

Links: Join the Micro-Influencer Revolution

Ep 128 – Four Steps to Marketing in 2019

January 8, 2019MarketingKirk Lowe, marketing, Matt Halloran, Top Advisor Marketingtopadvisorm

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Welcome back to our third season of Top Advisor Marketing Podcast! To get you ready for 2019, our host, Matt Halloran, is joined by marketing and branding expert Kirk Lowe to discuss four steps to marketing in 2019!

Get ready for a new-and-improved you this year as Kirk and Matt walk you through the exact process they offer their branding clients. It’s a process Kirk has spent the past 18 years perfecting. Using their proven four step process: attract, intrigue, engage, and influence, Kirk and Matt share several actionable steps you can take to bring your ideal clients through the door!

Be sure to listen in today and begin your marketing success!

Links: Marketing Plan Tactics | Marketing BluePrint Video

MarketCounsel Summit Series: Make Your Move with Mark Albers

December 26, 2018Get to Know the Experts, Marketing, Practice MgmtDoug Heikkinen, Kinetics Financial Advisors, Kirk Lowe, Mark Albers, MarketCounsel Summit, Matt Halloran, Top Advisor Marketingtopadvisorm

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Are you a wirehouse advisor who’s thinking of striking out on your own? Our next guest in the MarketCounsel Summit series has plenty of experience with helping advisors make that big decision.

Meet Mark Albers, president and CEO of Kinetic Strategic Partners. In this episode, Mark explains the science and art of helping advisors figure out what to do—stay or leave the big firm. He also speaks to the rest of the transition process, uncovering overlooked growth plan issues and the importance of building your own brand recognition. Tune in now to learn more!

Resources: Kinetics Financial Advisors | MarketCounsel Summit

MaketCounsel Summit Series: Breaking Away with Todd Thomson

December 24, 2018Get to Know the Experts, Marketing, Practice MgmtDoug Heikkinen, Dynasty Financial Partners, Kirk Lowe, MarketCounsel Summit, Matt Halloran, Todd Thompson, Top Advisor Marketingtopadvisorm

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Like spring birds leaving the nest, many advisors will go out on their own over their professional lifetime. And when it’s time to step away and create your own company, there can be a myriad of concerns you just hadn’t thought of before.

Joining Matt in Vegas is the chairman of Dynasty Financial Partners, Todd Thomson, to discuss the advantages of finding a wealth management and technology provider when you break away from a previous firm.

Dynasty is an integrated service provider for independent RIAs who are in need of some support to become more profitable. With several years of experience, Todd and his team understand the complexities that come with setting up your own firm, from which custodian you want to work with, to the technology you need to provide the best service.

If you’re ready to break out on your own, be sure to listen with Todd and Matt to hear about some very important decisions you’ll need to be making!

Links: Todd Thomson LinkedIn | Dynasty Financial Partners | MarketCounsel Summit

MaketCounsel Summit Series: The Three Things Advisors Need To Know About Litigation with Sharon Ash

December 23, 2018Get to Know the Experts, Marketing, Practice MgmtDoug Heikkinen, Hamburger Law Firm, Kirk Lowe, MarketCounsel Summit, Matt Halloran, Sharon Ash, Top Advisor Marketingtopadvisorm

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Are you considering setting up a new firm? Do you understand the processes involved to insure your business is taken care of? If you’re curious about the litigation behind setting up a firm, we’ve got answers!

Joining Matt today is the Chief Litigation Counsel from Hamburger Law Firm, Sharon Ash. Together, Sharon and Matt explore three major topics of what a law firm can do for a financial service professional.

Listen in today to learn more about litigation and your financial services business.

LINKS: Sharon Ash LinkedIn | Hamburger Law Firm | MarketCounsel Summit

MarketCounsel Summit Series: The Value of a Dedicated RIA with Robb Baldwin

December 21, 2018Get to Know the Experts, Marketing, Practice MgmtKirk Lowe, MarketCounsel Summit, Matt Halloran, Robb Baldwin, Top Advisor Marketing, TradePMRtopadvisorm

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When it comes to running your independent RIA, are you using all the right tools?

Joining host Matt Halloran today is Robb Baldwin, President and CEO of TradePMR, to dissect and uncover the value of having a trusted partner for innovative technology and dedicated RIA services to cultivate your independence.

Having grown up in the world of broker’s offices and reading the Wall Street Journal, Robb’s career in finance began at the age of 12. Twenty years ago he began TradePMR, which has built a reputation for high quality services and an emphasis on knowing everybody’s name.

Join Matt and Robb as they discuss the value in working with a company such as TradePMR, not just for your clients, but for your marketing potential! Be sure to listen in today!

Links: Robb Baldwin LinkedIn | TradePMR | MarketCounsel Summit

MarketCounsel Summit Series: Build a Thriving Independent Business with Craig Butler and Craig Stuvland

December 20, 2018Get to Know the Experts, Marketing, Practice MgmtCraig Butler, Craig Stuvland, Kirk Lowe, MarketCounsel Summit, Matt Halloran, Top Advisor Marketing, Tru Independencetopadvisorm

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Top Advisor Marketing is here with another interview from the MarketCounsel Summit in Las Vegas!

Meet Craig Butler and Craig Stuvland of Tru Independence. They’re in the business of transforming disgruntled employees into satisfied business owners. Their team provides an unmatched amount of support to wirehouse advisors by serving as their middle and back office. Tune in now to learn about their unique service!

Resources: Tru Independence | MarketCounsel Summit

MarketCounsel Summit Series: Operational Readiness: Getting out of Your Own Way with Mike Reed

December 15, 2018Get to Know the Experts, MarketingDakota Wealth Management, Kirk Lowe, MarketCounsel Summit, Matt Halloran, Mike Reed, Top Advisor Marketingtopadvisorm

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If you’re a CEO, then you have an overflowing to-do list. But how many items on that list are things that you just don’t want to do? Chances are, an operations manager would love to take on those tasks.

Mike Reed, the chief operating officer of Dakota Wealth Management, is here to explain why hiring an operations manager is an investment you won’t regret. Learn how to create operational readiness in your firm and stop impeding your own potential. Tune in now to learn more!

Resources: Dakota Wealth Management

MarketCounsel Summit Series: Forget Everything You Thought You Knew About Being a Fiduciary with Don Trone

December 15, 2018Get to Know the Experts, Marketing3ehos, Don Trone, Kirk Lowe, MarketCounsel Summit, Matt Halloran, Top Advisor Marketingtopadvisorm

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The episode you’re about to listen to will challenge mainstream ideas about what it means to be a fiduciary.

Get ready to shift your perspective with Don Trone, a MarketCounsel Summit keynote speaker. Don explains why the CFP Board is one of the biggest problems in the fiduciary space, and how he has literally written the book that integrates leadership, stewardship, and governance. Tune in now to learn more!

Resources: 3ethos

MarketCounsel Summit Series: The Most Important Data Questions Advisors Are Not Asking—with George Svagera

December 15, 2018Get to Know the Experts, MarketingGeorge Svagera, Kirk Lowe, MarketCounsel Summit, Matt Halloran, Orion Advisor Services, Top Advisor Marketingtopadvisorm

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Next up on the MarketCounsel Summit series is keynote speaker George Svagera of Orion. Fresh off the stage, George is here to address advisors’ biggest pain points with data and technology.

George has worked with a lot of advisers who went through the evaluation process for an operating system, made a decision, and then six months later they’re seeking out different providers. In this episode, George explains how advisors can get it right the first time and make a decision that sticks. Tune in now to learn more!

Resources: Orion Advisor Services

Market Counsel Summit Series: Cracking the Merger and Acquisition Code with Greg Friedman

December 15, 2018Get to Know the Experts, MarketingGreg Friedman, Kirk Lowe, MarketCounsel Summit, Matt Halloran, Private Ocean, Top Advisor Marketingtopadvisorm

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Many advisors dream of doing an acquisition or merger, but being successful in these ventures is a whole other conversation. Luckily, the next guest on the MarketCounsel Summit series can speak to making these moves successfully.

Greg Friedman, CEO of Private Ocean, shares his experiences with small beginnings, merging, and keeping company culture and philosophy top of mind. Tune in now to learn more!

Resources: Private Ocean