Tag Archives: video

Episode 249 – How RIAs Can Fulfill Every Compliance Requirement Without Sacrificing Time –– With Will Bressman

August 4, 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, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, videoKirk Lowe

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It’s overwhelming for advisors to make the jump to RIA and become their own governing body. But it can also feel liberating if you have tools that make it easy for you to fulfill compliance activities.

Today, Matt talks to Will Bressman, CEO of RIA in a Box®, about the benefits of using RIA compliance software that can be customized to any RIA situation. Will walks you through the features of RIA in a Box®, including its compliance calendars that help you complete the responsibilities for ongoing compliance while saving time.

In this episode, you will learn:

How RIA in a Box® makes an advisor’s life easier
Whether the consistent compliance pressure from wirehouses and BDs disappears once you become an RIA
How quickly this compliance software updates whenever regulatory bodies make changes
How compliance regulations differ between FINRA and the SEC
And more!

Tune in to learn about compliance solutions that can help any RIA feel less stressed and way more efficient.

Resources:

Top Advisor Marketing | Will Bressman on LinkedIn | RIA in a Box

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Episode 248 – Reasons for Advisors to Drop the Jargon and Start Using Sketches to Explain Financial Concepts –– With Carl Richards

July 28, 2020Digital Marketing, Get to Know the Experts, Marketing, Podcasting, 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, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, videoKirk Lowe

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Many advisors believe that if they aren’t using big words and acronyms with clients, then they aren’t proving their credibility.

Today, Matt speaks with Carl Richards CFP®, Creator of the Behavior Gap and the Sketch Guy column, which has appeared weekly in The New York Times since 2010. Carl joins the show to encourage advisors to explain financial concepts to clients in the most simple way imaginable. He explains why using hand drawn sketches are an effective teaching tool that demonstrates your expertise.

In this episode, you will learn:

Who in the financial industry uses Behavior Gap
The four most common uses of Behavior Gap for advisor marketing
Why sketches make financial concepts easy for people to understand
Why sketches actually demonstrate an advisor’s expertise
Reasons for advisors to stop using jargon and embrace simplicity instead
And more!

Tune in to learn about the power of using sketches to make complex financial concepts easy to understand.

Resources:

Top Advisor Marketing | Behavior Gap | Carl Richards on LinkedIn

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Episode 247 – Reduce Time and Costs During Your Advisory Firm’s Transitions –– With Jeremi Karnell

July 21, 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, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, videoKirk Lowe

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Today, Matt talks to Jeremi Karnell, president and COO of Truelytics. Truelytics is a leading business-intelligence SaaS (software as a service) platform in the wealth management sector.

Truelytics is the first end-to-end data-driven platform that helps wealth management enterprises recruit, grow, and retain businesses while reducing time and costs related to transitions.

In this episode, you will learn:

About Truelytics’ four models: TrueRecruit, TruePerformance, TrueContinuity, TrueMatch
Which transitions Truelytics is designed to help advisors navigate with less time and costs, including “the great transition”
Which costs Truelytics reduces during transitions
How this software helps advisors focus on what they should be focusing on
The most beneficial lessons Jeremi has learned from being a serial entrepreneur
And more!

Tune in to learn how Truelytics can decrease your costs and time during your firm’s transitions.

Resources:

Top Advisor Marketing | Truelytics | Jeremi Karnell on LinkedIn | Jeremi@truelytics.com

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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

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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

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Episode 245 – Stop Waiting to Start Your Own Financial Podcast –– With Mike Langford

July 14, 2020Digital Marketing, Get to Know the Experts, Marketing, Podcasting, Practice Mgmt, Public Relations, Sales286290, Client Relationships, Client Satisfaction, Engaged Clients, expert, finance, financial, financial advisor, financial planner, financial planning, financial podcast, Genuine Messaging, Grow your practice, Growing Your Business, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, videoKirk Lowe

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Are you thinking about starting your own podcast, but you’re not convinced that you’ll have an audience?

In this episode, Matt talks to Mike Langford, CEO of finservMarketing, about why podcasts are more popular than advisors realize, how he helps advisors find their gravity and attract clients, and what’s coming up in fintech. Mike also provides tips to help advisors who feel nervous about starting a podcast.

In this episode, you will learn:

Why being seen as trustworthy isn’t enough on its own to attract clients
Why it’s important for advisors to speak the language of their clientele to create influence
Why podcasting is a worthwhile medium for financial advisors
Advice for advisors who are on the fence about starting their own podcast
The next big thing to look out for in the fintech industry
And more!

Tune in now to learn about the value of podcasting for advisors!

Resources:

Top Advisor Marketing | finservMarketing | Mike Langford on LinkedIn

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Episode 244 – How to Be an Ally in a White Male-Dominated Workplace – With Julie Kratz

July 7, 2020Branding, Digital Marketing, Get to Know the Experts, Marketing, Podcasting, 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, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, videoKirk Lowe

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What does it mean to be an ally? What are some ways that you can be more inclusive in your workplace?

Today, Matt speaks with Julie Kratz, a TEDx speaker, inclusive leadership trainer, executive coach, author, and founder of Next Pivot Point, about how to be an ally for women and underrepresented groups in a white male-dominated industry. They also discuss how to take an inventory of your privilege and how to be inclusive in client meetings.

In this episode, you will learn:

How to evaluate whose voices are being heard in your organization
What microaggressions are and how they affect women in the workplace
Tangible ways to be more inclusive in your workplace
Ways to be an ally
How to know if you tend to mansplain (and how to stop)
Ways to be inclusive in your client meetings
And more!

Tune in now to learn about diversity, inclusion, and becoming an ally in your workplace!

Resources:

Top Advisor Marketing | Next Pivot Point | Julie Kratz on LinkedIn

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Mini-Series: How to Use Your Video as a Marketing Tool –– With Laura Garfield And Sharon Gottula of Idea Decanter – Part 3

July 2, 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, leadership, leadership coaching, marketing, Marketing Podcast, Matt Halloran, Podcast, Podcasting, Sales, Top Advisor Marketing, videoKirk Lowe

Podcast: Play in new window | Download (Duration: 26:22 — 60.3MB) | Embed

Once you’ve shot your video, it’s time to get this new content in front of your audience.

In part three, Matt talks to Laura Garfield and Sharon Gottula of Idea Decanter about how to get the most marketing mileage out of your video. Laura and Sharon unpack four marketing steps and explain how to execute them in ways that are measurable for you and highly appealing and accessible to your audience.

In this episode, you will learn:

How to prevent YouTube from suggesting other people’s “up next” videos to your audience
How to decide where to post your videos
How to email your videos without sending a big file
Best practices for posting videos on social media
How to track the success of your videos
And more!

Tune in now to learn four proven ways to market your video!

Special offer for our listeners: Get Idea Decanter’s free guide: “Six Steps to Attract New Clients With a Video.” Email Laura Garfield with “Top Advisor Marketing” as the subject, and she will send you a copy!

Resources: Top Advisor Marketing | Idea Decanter | Laura Garfield on LinkedIn | Sharon Gottula on LinkedIn

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