Tag Archives: Outsourcing

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

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!


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

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

“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 

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