Tag Archives: Provide Value

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

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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

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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

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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

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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 195 – Breaking Through Call Reluctance — With Connie Kadansky

September 3, 2019Get to Know the ExpertsClient Satisfaction, coaching, expert, financial advisor, financial advisors, financial planner, financial planning, financial podcast, Grow your practice, Matt Halloran, Podcast, Podcasting, Provide Value, Top Advisor MarketingKirk Lowe

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On today’s Top Advisor Marketing Podcast, Matt places a special focus on sales with Sales Call Reluctance Coach, Connie Kadansky.

Connie Kadansky is a noted authority on call reluctance and sales productivity. She is a Master Certified Coach, certified in conversational intelligence and a professional speaker who specializes in identifying the blocks that keep financial advisors from proactively prospecting.

In this episode, you will learn:

The biggest reason salespeople hesitate to get in front of prospects
About breaking through performance barriers
Why you should think of your telephone as your ATM
How to recognize if you have sales call reluctance
Why it’s helpful to believe that it isn’t about you
And more!

Tune in now and learn how to leave sales call reluctance in the dust!

Resources: Top Advisor Marketing | Connie Kadansky | Exceptional Sales Performance | Contact Connie | Cell: 602-380-5431

Brought to you by: Iris.xyz

Episode 193 – Educational Seminars: A Valuable Item in an Advisor’s Marketing Toolbox — With Mike Thurman

August 20, 2019Get to Know the Experts, Marketing, Practice MgmtClient Relationships, Engaged Clients, expert, financial advisor, financial planner, financial planning, Genuine Messaging, Grow your practice, marketing, Matt Halloran, Podcast, Podcasting, Provide Value, Set expectations, Top Advisor MarketingKirk Lowe

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Today, Matt welcomes back Mike Thurman, White Glove co-founder and seminar expert. Together, they dive deeper into White Glove’s educational seminar system and how advisors can execute a successful seminar.

In this episode, you will learn:

How advisors can prepare for presentations
What White Glove does to help advisors prepare
Action items for before and after a presentation
Where advisors fail themselves
And more!

Brought to you by: Iris.xyz

Ep 182 — How to Secure Solid Introductions — Referrals Mini-Series Part 3

July 9, 2019Get to Know the Experts, Practice MgmtBest Practices for Referrals, Bill Cates, Client Relationships, Client Satisfaction, Engaged Clients, Genuine Messaging, Grow your practice, How to get referrals without asking, Julie Littlechild, Proactive Referrals, Provide Value, Referral Coach, Referrals, Set expectations, Top Advisor Marketingtopadvisorm

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These days, it’s not so much referrals that we need, it’s introductions and connections.

Today, Matt and Referral Coach International founder Bill Cates are back for the third and final part of our referrals mini-series to discuss how you can turn referrals into solid introductions.

Bill and Matt leave no stone unturned when talking about how you can do your due diligence when researching a likely prospect prior to an introduction. They discuss everything from how to ask people to be a referral to the various resources available to research a prospect, and much more.

In this episode, you will learn:

How to do ‘warm’ research for more impactful introductions
How to ask for what you want
How and what to prepare prior to an introduction
The critical mass of referrals
Whether it’s possible to be unreferrable
And so much more!

Referrals beget referrals. Tune in now and take notes — this mini-series may change your world!

Brought to you by: Iris.xyz

Ep 181 — How to ask for Referrals without Begging — Referrals Mini-Series Part 2

July 9, 2019Get to Know the Experts, Marketing, Practice MgmtBest Practices for Referrals, Bill Cates, Client Relationships, Client Satisfaction, Engaged Clients, Genuine Messaging, Grow your practice, How to get referrals without asking, Julie Littlechild, Proactive Referrals, Provide Value, Referral Coach, Referrals, Set expectations, Top Advisor Marketingtopadvisorm

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Today, Referral Coach International founder Bill Cates is back for part two of our three-part mini-series on making your practice a referral magnet.

There are 3 types of people when it comes to getting referrals. Some will give you referrals right on the spot, some won’t do it when you ask, but will when they are ready, and some just won’t do it at all. Today, Bill and Matt discuss how to approach asking for referrals, highlighting best practices that will allow you to ask not by begging or pushing, but by being proactive instead.

In this episode, you’ll learn:

The difference between a referral and an introduction
Two ways you can be proactive about getting referrals
The reasons why clients don’t give referrals
How to keep your messaging genuine to you
And so much more!

If you want to grow your company exponentially, listen in now and take notes as Bill takes you through the process of asking for referrals!

Resources: Referral Coach | Coach Cates | Bill Cates Speaking | E-Guide | Referrals Mini-Series Part 1

Brought to you by: Iris.xyz

Ep 180 — How to get Referrals Without Asking — Referrals Mini-Series Part 1

July 9, 2019Get to Know the Experts, Marketing, Practice MgmtBill Cates, Client Relationships, Client Satisfaction, Engaged Clients, Grow your practice, How to get referrals without asking, Julie Littlechild, Provide Value, Referral Coach, Referrals, Set expectations, Top Advisor Marketingtopadvisorm

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Every advisor’s dream is to get referrals without asking. But how do you accomplish this?

According to Bill Cates, the key is to be super referrable.

Today, Matt welcomes Bill, the founder of Referral Coach International, for a 3-part mini-series on referrals to help you and your practice grow in the best way possible.

In this first part, Bill and Matt explore how you can get referrals without asking. Referencing Julie Littlechild’s research on the correlation between client satisfaction and referrals, Bill lays out several strategies to help you create engaged client relationships that will make clients want to refer you.

In this episode, you’ll learn:

The three parts of the client relationship that create engaged clients
Why the biggest mistake is thinking getting referrals needs to take a long time
The importance of the value you provide and how you can start providing it quickly
Why it’s important to talk about expectations early on
The value in finding and sharing your ‘client-focused why’
And more!

Join Bill and Matt now to pick up some great tips and ideas to help you on your path to getting referrals without asking!

Resources: Referral Coach | Coach Cates | Bill Cates Speaking | Julie Littlechild

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