Tag Archives: Podcast Strategies

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

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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

Brought to you by: Iris.xyz

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

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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

Brought to you by: Iris.xyz

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

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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

Brought to you by: Iris.xyz

Episode 203 – Going All-In With Online Millennial Entrepreneurs — With Danielle Granger Nava and Dustin Granger

October 22, 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, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcast Strategies, Podcasting, Top Advisor MarketingKirk Lowe

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Would you ever be so bold as to switch your niche?

In this episode, Matt speaks with a financial planning brother-sister duo, Danielle Granger Nava and Dustin Granger, about their pivotal decision to start targeting online millennial entrepreneurs. Having made a clean break from the traditional advisor path, Danielle and Dustin share their perspective on playing the long-game and how they’re winning over this growing market.

In this episode, you will learn:

About Danielle and Dustin’s journey to creating Toujours Planning Wealth Management
Why they’ve chosen to serve online millennial entrepreneurs — what about the big fish?
How Danielle and Dustin decide on podcast topics
What they’ve done to make their website appealing to millennials
Why niche marketing is a long game, not a sprint
And more!

Tune in now and become inspired to go all-in with your dream niche!

Resources: Top Advisor Marketing | Toujours Planning Wealth Management | Email | Worth It Podcast | Worth It Podcast on Instagram

Brought to you by: Iris.xyz

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

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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

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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

Brought to you by: Iris.xyz

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

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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 199 — Why Your Team Needs a Masters in Inspiration — With Marlo Higgins

October 1, 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, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcast Strategies, Podcasting, Top Advisor MarketingKirk Lowe

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Often when it comes to their marketing and branding, advisors have a hard time lighting a fire under themselves — instead, they stay where it’s comfortable. They also miss opportunities to rise up and motivate their team and clients.

In this episode, Matt speaks with Marlo Higgins, a chief inspirational officer with nearly three decades of experience in leading and coaching entrepreneurs to a place of newfound success. This is a riveting conversation that will help you inspire and motivate yourself, your team, and your clients.

In this episode, you will learn:

About Marlo’s journey to becoming a thought leader, podcaster, and author
The power of being inspired and how it feeds performance
Why Marlo built this brand to serve others in this space
Why Marlo believes that doing what you enjoy will help you be successful
And more!

Tune in now and get inspired to wake up with that fire in your belly to achieve your goals!

Resources: Top Advisor Marketing | Marlo Higgins | The Maverick Assessment | Perform and Get Paid Community: Facebook Group | The Making of a Maverick by Marlo Higgins

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

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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

Ep 179 – The Power of Podcast Marketing — with Ben Jones

July 2, 2019Get to Know the Experts, Marketing, Practice MgmtBen Jones, Better Conversations, BMO, BMO GAM/Better Conversations, BMO Global Asset Management, Podcast Strategies, Wealth Managementtopadvisorm

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Nobody knows the power of a podcast like a podcast host.

Today, Matt Halloran welcomes Ben Jones, the host of the Better Conversations. Better Outcomes podcast and the managing director and head of intermediary at BMO Global Asset Management. At BMO, Ben leads a team of sales and service professionals to deliver investment solutions to intermediaries such as RAI’s, broker-dealers, and other investment managers.

To get the word out about the great work his team does, Ben hosts a bi-weekly podcast called Better Conversations. Better Outcomes, where he provides listeners with actionable content to help propel their practice in different areas of wealth management. Today, Ben shares more about his strategies behind his podcast, and how he makes it as valuable as possible for listeners.

In this episode, you’ll learn:

About Ben’s role at BMO
Why Ben believes that better conversations lead to better outcomes for advisors and their clients
Three areas of conversation Ben and his team aim to enhance
The importance of putting the content you’re marketing first
Why Ben believes financial services is a noble profession
And more!

Tune in now to learn more about Ben, BMO Global Asset Management, and the power of podcasting with great content!

Resources: Top Advisor Marketing / BMO GAM/Better Conversations/ Tickle Monster

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

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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