Marketing – Top Advisor Marketing: Recent Episodes
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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 … Continue reading Episode 279 – 3 Popular Myths That Stop Advisors From Starting a Podcast →
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 … Continue reading Episode 278 – How To Use Multiple Forms of Media To Become a Subject Matter Authority –– With Jason Pereira →
Attention advisors! It’s time to re-introduce yourself to your favorite clients so they understand and appreciate your value completely! Today, Matt is joined by Duncan MacPherson, the CEO of Pareto Systems. Join them as they discuss several ways to rejuvenate your client relationship and reinforce your value proposition through rebranded meetings and proven marketing strategies … Continue reading Episode 277– Why Top Advisors Are Rebranding Their Client Meetings –– With Duncan MacPherson →
Imagine having your prospect and client meetings so well documented that you can pick up exactly where you left off from the previous meeting or call. That would show your prospects and clients that you’re really listening and paying attention to them. But, too often, advisors forget to type their notes after meetings. And the … Continue reading Episode 276 – How to Make Extremely Accurate Documentation Ridiculously Easy –– With Maree Moscati →
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 … Continue reading Episode 275 – Here’s What It’s Like To Podcast With Us! –– With Lauren Bus →
In order for financial advisors to accept change, they have to be aware that change is needed. Today, Matt and guest Bill Hortz, the founder and dean of the Institute for Innovation Development, discuss the high need for advisors to embrace innovation, considering that the financial services industry will see more change in the next … Continue reading Episode 274 – Why Innovation Is More Essential Than Ever for Today’s Advisors –– With Bill Hortz →
Pretending to like golf won’t get you clients. The best way to grow your business is by being authentic and doing things you love with people who love the same things as you! Today, Matt is joined by Matthew Jarvis, the co-founder of The Perfect RIA and president of Jarvis Financial. This episode is packed … Continue reading Episode 273 – How to Attract Ideal Prospects by Being Yourself –– With Matthew Jarvis →
“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 … Continue reading Episode 272- How To Overcome 15 “Buts” That Keep Your Business From Achieving the Next Level of Success →
Do you know how to write social media posts that speak directly to your niche audience? Posts that aren’t vague or sales-y. But instead, undeniably relevant and valuable –– a magnet for your ideal audience. Jeff Woodhouse, a marketing consultant and the co-owner of Digital Sherpa, joins Matt to share his secrets for writing social … Continue reading Episode 271 – Secrets To Writing Click-Worthy Social Media Posts for Your Niche –– With Jeff Woodhouse →
Getting a prospect to say “yes” during a 100% virtual sales process will be expensive and take more of everyone’s time if you haven’t already built your influence and credibility online. Today, Matt is joined by Patrick Brewer, the founder of Model FA and a fellow podcast host, to discuss why having influence is a … Continue reading Episode 270 – How To Build Influence That Gets Prospects To “Yes” Faster During a Virtual Sales Process –– With Patrick Brewer →
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 … Continue reading Episode 269 – 16 Social Media Etiquette Rules for Financial Advisors →
Most 401(k) advisors resist the crucial first step to succeeding in their industry: choosing a niche! In this episode, Matt is joined by Jake Rushton, an expert in the 401(k) world and the founder of 401(k)lub. Jakes gives you step-by-step guidance on how to immerse yourself in your niche’s world so you can help them … Continue reading Episode 268 – The Most Successful 401(k) Advisors Niche Out: Here’s How! –– With Jake Rushton →
Women have very different retirements than men, starting with how they plan for it. Today, Matt is joined by Marcia Mantell, the owner of Mantell Retirement Consulting, Inc., a retirement blogger, and author of “What’s the Deal with Retirement for Women?” and “What’s the Deal with Social Security for Women?” Marcia speaks candidly about reasons … Continue reading Episode 267 – Ways To Get Women Highly Involved in Retirement Planning –– With Marcia Mantell →
50% of marriages in the United States end in divorce. With COVID-19 contributing to an abnormal amount of stress in relationships, there will likely be an influx of divorces in the coming future. In this episode, Matt is joined by Allison Jeffereys, a divorce coach to professionally successful women and the author of “A Woman’s … Continue reading Episode 266 – How To Help Professionally Successful Women Survive a Divorce –– With Allison Jeffereys →
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 … Continue reading Episode 265 – How To Stop Being Involved in Every Aspect of Your Business →
Books are the ultimate business card. But do you actually want to write a book? In this episode, Matt is joined by Seth Greene, founder of Market Domination LLC, to explain how advisors can become an author of their own book, all while skipping the demanding and time-consuming writing process. Seth unpacks Market Domination’s five-step … Continue reading Episode 264 – How To Become an Author Without Writing a Single Thing –– With Seth Greene →
Millennials and Gen Zs are often left asking themselves, “Now what?” when they’ve received their first big paycheck or a windfall of money. In this episode, Matt speaks with Brian Ursu, president of Intentional Wealth Advisors and the author of “Now What? A Practical Guide to Figuring Out Your Financial Future.” Recognizing that many people, … Continue reading Episode 263 – How to Help Your Client’s Adult Kids Figure Out Their Financial Future –– With Brian Ursu →
Are you thinking about starting your own podcast? Or, maybe you’re interested in boosting your podcast hosting skills. Either way, you’re in for a treat! Today, Matt speaks with Top Advisor Marketing’s professional podcast host Aric Johnson. Aric reveals what it takes to get listeners excited about your podcast, interviewing techniques that make listeners hang … Continue reading Episode 262 – How To Be a Podcast Host That People Adore: Secrets From a Professional Host –– With Aric Johnson →
Imagine having original content that shows your ideal prospects what you do and who you serve. Imagine prospects calling you up, ready to work together, because you’ve proven your knowledge –– and in fact, they already like you! Today, Matt is joined by Jeremy Keil, the owner of Keil Financial Partners and host of the … Continue reading Episode 261 – How to Use Original Content to Win Ideal Prospects –– With Jeremy Keil →
Do you know how to track the different pieces of your digital marketing strategy? Do you know which marketing tactics are nurturing prospects effectively –– and which tactics could use some tweaking? In this episode, Matt talks to John Lincoln, CEO of Ignite Visibility, about how to turn your digital marketing strategy into a lead-converting … Continue reading Episode 260 – Is Your Digital Marketing Working to Convert Prospects? –– With John Lincoln →
Major social media platforms have been quick to release features that help people adapt to working from home and avoid misinformation during COVID-19. In addition to being helpful during a stressful time, these new features could make advisor marketing easier. Today, Matt talks to Julia Ritchie of Top Advisor Marketing about the updates that Facebook, … Continue reading Episode 259 – What Facebook, LinkedIn, and Twitter Launched Once COVID-19 Hit –– With Julia Ritchie →
Has the transition to relying more on technology during COVID-19 added to an already stressful situation –– or were you already using technology in your practice? Today, Matt is joined by returning guest Andrew Healy, co-founder of Water & Wall, a marketing and communications company that works with brands across the financial spectrum. Andrew talks … Continue reading Episode 258 – RIAs’ Digital Marketing Home Runs During COVID-19 –– With Andrew Healy →
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 … Continue reading Episode 257 – Why It’s Time for Advisors To Replace Selling With Content Marketing →
You might have excellent content that’s dedicated to making your niche audience’s lives better. Now it’s crucial to make sure your prospects see your content and that it’s easy to consume. Today, Matt speaks with Malcolm Ethridge, the executive vice president at CIC Wealth Management and cohost of Manage Your Damn Money, a tv show … Continue reading Episode 256 – How To Make It Easy for Prospects To Consume Your Content –– With Malcolm Ethridge →
How can you attract more high-net-worth clients and still help groups that are typically underserved by advisors? Today, Matt is joined by Adri Miller-Heckman, founder of FemXadvisor. Adri shares the story of her rebrand into FemXadvisor and how she helps women advisors energize themselves by uncovering and sharing their value. Adri also dives into how … Continue reading Episode 255 – How To Work With Underserved Communities and Still Attract High-Net-Worth Clients – With Adri Miller-Heckman →
If you get super specific with your Facebook Ad targeting, will enough people see your ads? Will you be competing for visibility with Facebook Ads from large financial companies? Today, Matt speaks with Kelley Doutre, founder of Sweet Honey Marketing, about how to get your Facebook Ads in front of the people you’d love to … Continue reading Episode 254 – How To Use Facebook Ads To Market To Your Ideal Clients –– With Kelley Doutre →
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 … Continue reading Episode 253 – 8 Ways to Gain Competitive Advantage in Your Practice →
The LGBTQ+ community is still heavily underserved by financial advisors. Are you aware of LGBTQ+ clients’ unique planning needs and how to create a safe environment for different identities? Today, Matt speaks with Michelle Waymire of Young & Scrappy, a financial advisor and financial coach who serves young folx and the LGBTQ+ community. Michelle shares … Continue reading Episode 252 – How to Create a Safe and Welcoming Space for LGBTQ+ Clients –– With Michelle Waymire →
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 … Continue reading Episode 251 – 4 Ways for Advisors to Increase Prospect Quality Over Quantity →
Latino communities are underserved, and many don’t know who to speak with or where to begin talking about their money. In this episode, Matt speaks with Jannese Torres-Rodriguez, host of the Yo Quiero Dinero podcast about her podcast aimed towards Latinas and women of color. Jannese explains how talking about your money in Latino communities … Continue reading Episode 250 – Latino Communities Are Ready To Begin Talking About Their Money, But Where Should They Go? – With Jannese Torres-Rodriguez →
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 … Continue reading Episode 249 – How RIAs Can Fulfill Every Compliance Requirement Without Sacrificing Time –– With Will Bressman →
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 … Continue reading Episode 248 – Reasons for Advisors to Drop the Jargon and Start Using Sketches to Explain Financial Concepts –– With Carl Richards →
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, … Continue reading Episode 247 – Reduce Time and Costs During Your Advisory Firm’s Transitions –– With Jeremi Karnell →
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 … Continue reading Episode 246 – How to Fill Your Webinars With Fans (Instead of Skeptics) →
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 … Continue reading Episode 245 – Stop Waiting to Start Your Own Financial Podcast –– With Mike Langford →
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 … Continue reading Episode 244 – How to Be an Ally in a White Male-Dominated Workplace – With Julie Kratz →
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 … Continue reading Mini-Series: How to Use Your Video as a Marketing Tool –– With Laura Garfield And Sharon Gottula of Idea Decanter – Part 3 →
It can feel nerve-wracking to be in front of a camera, especially if it’s your first time shooting a video. In part two, Matt is back with Laura Garfield and Sharon Gottula of Idea Decanter to help you prepare for shooting your video. Laura and Sharon walk you through the best equipment and camera angles … Continue reading Mini-Series: What to Do Before You Shoot Your Video –– With Laura Garfield and Sharon Gottula of Idea Decanter – Part 2 →
How can advisors become more memorable to clients in a short amount of time? In today’s episode of Top Advisor Marketing Podcast, Matt kicks off a three-part mini-series with Laura Garfield and Sharon Gottula of Idea Decanter. In part one, Laura and Sharon explain how to be authentic in your videos, how to keep compliance … Continue reading Mini-Series: How to Make Your Videos Way More Authentic –– With Laura Garfield And Sharon Gottula of Idea Decanter – Part 1 →
Making your advisor website accessible doesn’t have to be difficult or expensive. And advisors who don’t make their website accessible will miss out on a $21 billion market. In this episode, Matt speaks with Natalie Hadley, the vice president of Outlook Business Solutions. Natalie unpacks actions you can take to make your website accessible to … Continue reading Episode 243 – How to Make Your Advisor Website Accessible –– With Natalie Hadley →
Do you know to think like a journalist in order to get your expertise published? In this episode, Matt talks to Marie Swift, president and CEO of Impact Communications, about PR hacks that advisors can use right away. Marie also explains why now is the time for advisors to be bolder with their client communications, … Continue reading Episode 242 – PR Hacks for Every Financial Advisor –– With Marie Swift →
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 … Continue reading Episode 241 – How to Go From Bad to Good to Great Marketing →
As an advisor, what will your comeback story look like at the end of the pandemic? How are you going to do things differently, become more helpful to clients, and more aligned with what’s important to you? In this episode, Matt talks to returning guest Bob DiMeo, CEO of DiMeo Schneider. They discuss business actions … Continue reading Episode 240 – What Will Your Comeback Story Be? –– With Bob DiMeo →
You don’t have to be a Google expert to increase your website traffic. In this episode, Matt speaks with Nitesh Verma, director of growth at Advisor Websites. Nitesh shares organic ways for financial advisors to rank higher on Google’s Search Engine Results Page, where to upload your videos for easy viewing, and easy ways to … Continue reading Episode 239 – Easy Ways to Increase Traffic to Your Advisor Website –– With Nitesh Verma →
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. … Continue reading Episode 238 – 5 Reasons Your Lead Generation Isn’t Effective And How To Improve It →
People are desperate for connection right now. What are you doing to show your clients that you’re there for them? In this episode, Matt speaks with Brad Johnson, VP of advisor development at Advisors Excel and host of The Elite Advisor Blueprint podcast. Brad walks you through a much-needed and effective marketing strategy right now … Continue reading Episode 237 – Start Making Connection Calls With Your Clients Now – With Brad Johnson →
What is the value of leadership development for advisors? Why do they tend to focus so little on it? In this episode, Matt talks to Peter Montoya, the best-selling author of “The Brand Called You” and his latest books, “Meetings Without Walls” and “Leadership Power.” He’s also a sought-after and highly motivational keynote speaker and … Continue reading Episode 236 – How Advisors Can Benefit From Leadership Development –– With Peter Montoya →
We often limit ourselves by questioning what we believe we’re capable of. This could be a result of the type of headspace we entrap ourselves in. In this episode, Matt speaks with JM Ryerson, a leadership expert and the CEO of Let’s Go Win. JM speaks about the importance of getting in the right headspace … Continue reading Episode 235 – Overcome Your Self-Limiting Beliefs and Win! –– With JM Ryerson →
Are you an advisor who feels nervous about compliance? Join the club. You might even want to start a podcast, but you’re worried about navigating compliance’s requirements. In this episode, Matt speaks with Leila Shaver, owner and managing partner of My RIA Lawyer. Leila takes a deep look into compliance as it relates to risk … Continue reading Episode 234 – Stop Viewing Compliance as Your Business-Prevention Department –– With Leila Shaver →
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 … Continue reading Episode 233 – Beware of “10X” and “We Fill Your Pipeline” Claims →
Why are we talking about hiring on a marketing podcast? Because when advisors hire the right people, they can market that they have a stellar team and focus on doing what they do best. In this episode, Matt speaks with Duane Roberts, the COO and CFO of Humans Being Resources, a recruiting firm. Duane explains … Continue reading Episode 232 – How to Hire the Right People for Your Firm –– With Duane Roberts →
Transparency changes everything for advisors. Being transparent means communicating all aspects of your business. In this episode, Matt speaks with Paul Pagnato, CEO of PagnatoKarp. Paul shares the importance of being transparent in the finance industry, how trust and transparency go hand in hand, and he discusses his book, “Transparency Wave.” In this episode, you … Continue reading Episode 231 – Transparency Wave — With Paul Pagnato →
Have you ever wondered what the best way to get referrals is? Or how to know when it’s best to move forward in a sale and close the deal? In this episode, Matt chats with Jason L Smith, founder of The JL Smith Group, an independent retirement planning and wealth management firm. Jason goes into … Continue reading Episode 230 – Sales Techniques and Triggers With Jason Smith →
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 … Continue reading Episode 229 – Marketing to The Forgotten Generation →
Advisors, like all entrepreneurs, want to build a successful business, serve more people, make more money, and hopefully one-day have the freedom to enjoy it. If you go on vacation, do you worry if the business will suffer, or are you secure in the fact that you have empowered your team to carry on without … Continue reading Episode 228: Building Your Business to Run Without You – With Erin Botsford →
Are you struggling to bring in new clients or even prospects? The answer to all your woes is marketing! But do you know how to market effectively and efficiently to get noticed by your ideal client? Today, Matt speaks with Kurt Ohlson, financial services professional, coach, and consultant about what advisors are not taking advantage … Continue reading Episode 227: Advisors Need to Market Themselves Better — With Kurt Ohlson →
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 … Continue reading Episode 226: The New Reality for Financial Advisors –– With Doug Heikkinen →
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. … Continue reading Special Episode: Going on The Offensive — With Coach Joe Lukacs →
Spending more time being face to face building a relationship with your client will benefit your practice more than sitting behind the desk drafting mailers. In this episode, Matt speaks with DJ Sebastian, a top-performing sales executive in the world of cutting edge technology. DJ’s mission as an author and coach is to help sales … Continue reading Episode 225: Embrace AI and Prosper— With DJ Sebastian →
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 … Continue reading Special COVID-19 Episode: It’s Time To Step Up Your Game — With Joe Lukacs →
Do you need to become more recognizable? Are you the top search in your region? In this episode, Matt speaks with Rebecca Hourihan, founder and CMO of 401(k) Marketing. She elaborates on how she helps retirement-plan advisors market their expertise and build long-lasting brand awareness. In this episode, you will learn: What led Rebecca to … Continue reading Episode 224: How to Create Lasting Brand Awareness — With Rebecca Hourihan →
Remote work might not be an option for every person. Is there a way to work safely at your physical office? Our COO, Lisa Ferguson, is here with solutions that your team can use right away. Top Advisor Marketing
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 … Continue reading Episode 223: Are You Scaling Your Credibility? →
Do you know how to have tough conversations with your clients? When a client cries in your office, is your automatic instinct to shut down the conversation? In this episode, Matt speaks with David Wood, one of the world’s top life coaches, about why nine times out of 10, tough conversations are worth having. Naturally … Continue reading Episode 222: How to Master Tough Conversations With Clients — With David Wood →
Are you positioning yourself to build a million-dollar practice and take 100 days off? Are you on track to double your revenue in half the amount of time? Today, Matt speaks with Stephanie Bogan, the chief possibility officer at Educe and founder of the Limitless Adviser Coaching program. In a conversation that will urge you … Continue reading Episode 221: Build a Million-Dollar Mindset and the Practice Will Follow — With Stephanie Bogan →
Have you ever considered taking a different direction in your professional life? Are you equipped to have conversations with your clients about their own desires for reinvention? In this episode, Matt speaks with Bobby Henebry, a CFA, keynote speaker, YouTuber, and world traveler, about his decision to leave a secure job and eventually start Henebry … Continue reading Episode 220: Dare to Reinvent Yourself and Help Clients Do the Same — With Bobby Henebry →
Have you considered that email is no different than most of your other sales channels? Email campaigns give financial advisors a one-to-one relationship-building opportunity with prospects in all stages of their customer journey. In this episode, Matt speaks with Emily McGuire, the owner of an emailing marketing studio called Flourish & Grit. This a fun … Continue reading Episode 219: How to Win Over Prospects With Email Campaigns — With Emily McGuire →
What strategies are you using to stand out from other financial professionals? Learn new strategies from a professional who’s making waves in a particularly competitive space. In this episode, Matt speaks with Aaron Pottichen, senior vice president at Alliant Retirement Consulting, about how Aaron stays on the cutting edge of marketing in the very competitive … Continue reading Episode 218: How to Stay on the Forefront of Marketing in the 401(K) Space — With Aaron Pottichen →
Named as one of the top “Movers & Shakers” in the financial services industry, Mitch Anthony has been creating innovative discovery approaches for advisors for over twenty years. In this episode, Matt speaks with Mitch Anthony, the founder and president of Advisor Insights Inc and co-founder of ROL Advisor. Together, they discuss the power of … Continue reading Episode 217 – Build a Bridge Between Means and Meaning for Your Clients — With Mitch Anthony →
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 … Continue reading Episode 216 – 8 Content Marketing Trends for 2020 →
How will you become your prospects’ go-to expert for retirement planning in a sea of financial advisors who claim to have the same expertise? In this final episode of our mini-series, Matt Halloran speaks with Ross Marino, Advisor2X’s founder, about the caliber of speakers at the Retirement & Longevity Summit; these are industry experts who … Continue reading Special Series Part 3: Your Preview of the Retirement & Longevity Summit — With Ross Marino →
Have you ever attended an industry conference only to be left feeling dissatisfied? You couldn’t focus during the presentations, you barely networked, and you felt tired most of the time. Ross Marino, the founder of Advisor2X, can prove that the problem wasn’t with you — it was with the conference. In part two of our … Continue reading Special Series Part 2: Surprising Features That Make or Break Industry Conferences — With Ross Marino →
Most advisors affirm their clients’ thoughts and feelings every time they talk. That’s called active listening. It’s valuable, but it’s not enough to help you draw out what matters to your clients. In this first episode of a three-part series, Matt Halloran speaks with Ross Marino, the founder of Advisor2X, about how to have conversations … Continue reading Special Series Part 1: How to Move Beyond Numbers-Based Conversations — With Ross Marino →
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 … Continue reading Episode 215 – Why Your Online Reputation Matters — With Sameer Somal →
Is your advisory practice coming up at the top of Google’s search engine results page? Can your prospects find you on social media? Today Matt is joined by returning guest Samantha Russell, the chief marketing officer at Twenty Over Ten, to discuss how advisors can become visible to prospects of all ages that are increasingly … Continue reading Episode 214 – How to Rank Higher in Google’s Search Results — With Samantha Russell →
Are you struggling to get your message across to your audience? Do you want to be that person who motivates a room of people to take action? In this episode, Matt has the pleasure of speaking with renowned media icon Steve Kosch, the founder and leader of Media Training Network. Steve’s years of varied experiences … Continue reading Episode 213 – How to Develop Your Executive Presence — With Steve Kosch →
Do you know how to use PR to draw attention to your expertise? In this episode, Matt is joined by Warren Weeks, founder of Weeks Media, who shares strategies that you can start using today to capture journalists’ attention and boost your chances of getting your expertise published. In this episode, you will learn: Why … Continue reading Episode 212 – PR Strategies That Get Advisors the Most Attention — With Warren Weeks →
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 … Continue reading Episode 211 – Business Tips for a Dialed-In and Successful 2020 →
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. … Continue reading 12 Days of Marketing – Episode 12 — The Best Tips From Our 12 Days of Marketing Series →
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 … Continue reading 12 Days of Marketing – Episode 11 — Best Practices for Showcasing Your Expertise on Social Media →
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 … Continue reading 12 Days of Marketing – Episode 10 – How to Create Your Powerful Hook →
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 … Continue reading 12 Days of Marketing – Episode 9 — 9 Ways to Become a Good Podcast Guest →
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 … Continue reading 12 Days of Marketing – Episode 8 — 8 Ways to Retain Your Audience →
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 … Continue reading 12 Days of Marketing – Episode 7 — 7 Ways of Self-Marketing for Advisors →
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 … Continue reading 12 Days of Marketing – Episode 6 — Podcast Coaching Tips →
“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, … Continue reading 12 Days of Marketing – Episode 5 — How to Think of In-Demand Podcast Topics Now →
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 … Continue reading 12 Days of Marketing – Episode 4 — 4 Benefits of Niche Marketing for Advisors →
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 … Continue reading 12 Days of Marketing – Episode 3 — 9 Best Practices for Building Your Marketing Team →
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 … Continue reading 12 Days of Marketing – Episode 2 — 2 Ways to Keep Your Prospects Engaged During the Sales Process →
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 … Continue reading 12 Days of Marketing – Episode 1 — 1 New Marketing Strategy: Micro-Influencer →
As an advisor, the most powerful thing you possess to influence your mission, message, and movement is your story. And it’s the key to creating the level of income and impact you’re capable of. In this episode, Matt is joined by Chris Smith to talk about his proprietary methodology, The Campfire Effect™, which helps corporate … Continue reading Episode 210: Make Your Story The Message with Chris Smith →
Rethink How to Win Executives: Part 3 — With Laura Gregg and David Partain Are your assumptions about high-net-worth (HNW) male and female investors hurting your bottom line? In this final episode our mini-series, Matt Halloran busts advisors’ assumptions about HNW men’s and women’s behaviors with Laura Gregg and David Partain of FlexShares Exchange Traded … Continue reading Special Mini Series: 3 Part Research Series – Study Results of High-Net-Worth Breadwinners: Episode 3 →
Rethink How to Win Executives: Part 2 — With Laura Gregg and David Partain It’s time to challenge what you thought you knew about the investor behaviors of high-net-worth (HNW) men versus women. In part two of our mini-series, Matt Halloran continues his conversation with Laura Gregg and David Partain of FlexShares Exchange Traded Funds … Continue reading Special Mini Series: 3 Part Research Series – Study Results of High-Net-Worth Breadwinners: Episode 2 →
Rethink How to Win Executives: Part 1 — With Laura Gregg and David Partain Despite high-net-worth (HNW) earners being a key market for advisors, little research has been done on the investor behaviors of men versus women in this demographic. Now FlexShares’ study is casting light on the gender differences within this group, and the … Continue reading Special Mini Series: 3 Part Research Series – Study Results of High-Net-Worth Breadwinners: Episode 1 →
Is podcasting on your mind? Or maybe you already host a podcast but are lacking the confidence and know-how to build a loyal audience. In this episode, Matt Halloran speaks with Tim Wohlberg, a podcast coach with over 25 years of broadcast experience. Tim shares how he started his company, Podcast Performance Coach, and the … Continue reading Episode 209: How to Become a Great Podcaster— With Tim Wohlberg →
Are you looking for dynamic and efficient ways to drum up new business? In this episode, Matt Halloran speaks with Ryan Van Sickle, director of advisor development at LeadingResponse, about the new dynamics of social event marketing. This conversation is a must-listen for any advisor who is hungry to grow their business by using ROI-proven … Continue reading Episode 208 – The New Dynamics of Social Event Marketing— With Ryan Van Sickle →
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, … Continue reading Episode 207 – How to Find Your Resilience →
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 … Continue reading Episode 206 – 3 Marketing Trends for Advisors Who Want to Stand Out — With Jillian Bannister →
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 … Continue reading Episode 205 – The Time for Succession Planning Is Now — With George Hartman →
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 … Continue reading Episode 204 – Transform Your Thinking for Better Digital Marketing Outcomes — With James Robert Lay →
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 … Continue reading Episode 203 – Going All-In With Online Millennial Entrepreneurs — With Danielle Granger Nava and Dustin Granger →
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 … Continue reading Episode 202 – The Evolution of Advisor Marketing →
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 … Continue reading Episode 201 – How to Turn Your Clients Into Raving Fans — With Luke Acree →
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 … Continue reading Episode 200 – Top Things We Have Learned in 200 Episodes →
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 … Continue reading Episode 199 — Why Your Team Needs a Masters in Inspiration — With Marlo Higgins →
Today, host Matt Halloran continues to help advisors separate themselves from the advisor down the street. In this episode, Matt speaks with Dana Mantilia, CEO and founder of Identity Protection Planning about why it’s important for advisors to offer their clients identity theft protection. Dana and her team have established a user-friendly B2B software platform … Continue reading Episode 198 – Identity Theft Protection: Life’s Newest Necessity — With Dana Mantilia →
Things come full circle today as Matt Halloran chats with Brittany Anderson of Sweet Financial Services, a firm he once coached. Brittany is COO and co-founder of the Ultimate Advisor Coaching Program and Dare to Dream Enterprises as well as a speaker and co-author of two books, “Dare to Dream: Design the Retirement You Can’t … Continue reading Episode 197 – Magnetic Marketing and Operational Mastery — With Brittany Anderson →
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 … Continue reading Episode 196 – 4 Steps to the Perfect Marketing Strategy →
In today’s episode, Matt Halloran is coming to you live from Grand Rapids, Michigan, at USA Financial®! Matt is joined by Mark Mersman, CMO of USA Financial®, to discuss the best marketing ideas of the past, present, and future. Together they explore how you can better understand marketing and your advisory business as a whole. … Continue reading Ep 194 – How to Power up Your Marketing Today— With Mark Mersman →
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 … Continue reading Episode 193 – Educational Seminars: A Valuable Item in an Advisor’s Marketing Toolbox — With Mike Thurman →
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 … Continue reading Episode 192 – 6 Ways Podcasts Make You a Better Advisor →
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 … Continue reading Episode 191 – What does it take to build a million-dollar company? →
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 … Continue reading Episode 190 – The Truth about Marketing ROI →
There are two major differentiators that advisors tend to overlook: having a behavioral component in their sales and marketing and using longevity as a compelling conversation tool. Today, Matt Halloran speaks with Jack Martin, co-founder and CEO Elite Advisor Group LLC, about the powerful possibilities for advisors who practice these differentiators. Jack explains how to … Continue reading Episode 189 – How to Differentiate Yourself and Influence Clients — With Jack Martin →
Matt welcomes returning guest Julie Littlechild to the show, live from the SEI Top Producer Conference. As the Founder of Absolute Engagement, Julie is on today’s episode to cover her returning product: Client Feedback. The Client Insights program ran for many years, but Julie stepped away to focus on research and other activities. Now, armed … Continue reading Ep 187 – Client Insights With Julie Littlechild →
Live from the SEI Top Producer Conference, your host Matt Halloran welcomes Matt McGowan to this special episode. It is a privilege for our show to host a relationship manager such as Matt McGowan, who works with independent financial advisory and wealth management firms to create a more efficient business, implement client service and growth … Continue reading Ep 186 – Building External Relationships and Growing your Business – With Matt McGowan →
In today’s conversation, hosts Kirk Lowe and Matt Halloran dive deep into what Kirk calls the 14 rules of advisor marketing success. Kirk, having spent the last 20 years in this industry, shares what he has learned about how to successfully use marketing to improve your advisory business. Get ready to take notes and discover … Continue reading Ep 185 – 14 Rules of Advisor Marketing Success →
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 … Continue reading Ep 181 — How to ask for Referrals without Begging — Referrals Mini-Series Part 2 →
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 … Continue reading Ep 180 — How to get Referrals Without Asking — Referrals Mini-Series Part 1 →
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 … Continue reading Ep 179 – The Power of Podcast Marketing — with Ben Jones →
Today, Matt shares the mic with a guest who has a substantial amount of experience in the finance industry and ideas to help you solve problems and make your life that much better. In this episode, Ed Dressel, president and owner of RetireReady Solutions, shares how his company helps advisors educate their clients about what … Continue reading Ep 178 – Show Your Clients How to RetireReady — With Ed Dressel →
Today, Matt welcomes back a known thought leader Craig Hersch, estate planning attorney and founder of The Freedom Practice. Craig is here to share how he’s grown his business to the point where he’s able to spend time focusing on his highest and best use. In this episode, Craig also uncovers seven steps for strategic … Continue reading Ep 177 – 7 Steps for Strategic Risk-Taking — with Craig Hersch →
Many advisors tend to have difficulties in the area of referrals. How much is too much? And why isn’t your COI reciprocating with client referrals? In part 2 of uncork your productivity, Matt discusses the ins and outs of referrals with Michelle Donovan. They go on to answer many questions around referrals that plague the … Continue reading Ep 176 – Uncork Your Productivity: Part 2 — With Patty Kreamer and Michelle Donovan →
Welcome to part one of this mini-series with our friends Patty Kreamer and Michelle Donovan, co-owners of Productivity Uncorked! Today, Matt speaks to our special guests about productivity. They bring you actionable advice, covering topics from managing to-do lists and getting rid of brain clutter to calendering and cutting out email-stress once and for all. … Continue reading Ep 175 – Uncork Your Productivity: Part 1 — With Patty Kreamer and Michelle Donovan →
When Matt gets this excited about a guest, you know it’s going to be good! Today, Matt chats with Dean Soto, president of Pro Sulum, about scaling your team and saving time by enlisting virtual assistants to document your systems. Dean also explains why rescinding control can be a good thing. In fact, Dean firmly … Continue reading Ep 174 – Start Creating Documented and Repeatable Systems — With Dean Soto →
Today, Matt welcomes Executive VP of Global Sales and Delivery at FranklinCovey, Shawn Moon to the show! In this episode, Matt steps outside of the finance industry to get Shawn’s fresh, new take on how to cultivate fierce loyalty in your customers. As it turns out, it all starts with your employees — 70% of … Continue reading Ep 173 – Cracking the Code to Customer Devotion — With Shawn Moon →
Great Waters Financial has truly achieved branding excellence. And today, Matt is bringing you some behind-the-scenes insight into just how they did it. In today’s episode, our friends Austin Schmitt and Elijah Kovar, partners of Great Waters Financial, are here to share their secrets, starting with how they stay in control of their brand message … Continue reading Ep 172 – Make Your Brand Powerful and Consistent Across Locations — With Austin Schmitt and Elijah Kovar →
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 … Continue reading Ep 170- #BeYourOwnLoud →
Matt welcomes disability activist and policy director Liz Travis Allen to today’s show to discuss with our audience the business applications for disability awareness. Liz’s specialty is helping companies build a more equitable and accessible workplace for those who are immunodiverse. By providing companies with concrete ideas they are able to build a more inclusive and accessible … Continue reading Ep 168 – Disability Awareness with Liz Travis Allen →
On today’s episode, Matt is diving into the power of making great content Erica Gellerman. Erica is a marketing consultant and writer specializing in the financial services industry. Her work has been featured in Forbes, Business Insider, DailyWorth, Huffington Post, and Money. Her marketing consulting business, The Worth Project Consulting, helps CPAs, RIAs, and financial services … Continue reading Ep 167 – Worthwhile Content with Erica Gellerman →
Today Matt welcomes highly sought after speaker and award winning financial processional Christy Aleckson to the show. Christy is the CEO and Founder of Single Point Financial Advisors where she actively works as a financial advisor with individuals, families, and micro/small business owners. She is also a Behavioral Financial Advisor™, an asset to helping her clients … Continue reading Ep 166 – The Happiness Factor with Christy Aleckson →
Your host, Matt, welcomes returning guest Barb Provost to the show to discuss her latest training program: Reach, Engage, and Earn The Female Dollar. No stranger to hard work and challenges, Barbara is the Founder of Purse Strings LLC. Her professional experience, active research, and continuous data gathering activities, led her to discover that … Continue reading Ep 165 – Reach, Engage, and Earn the Female Dollar With Barbara Provost →
Your host, Matt Halloran, welcomes Kyle Christensen to today’s show to discuss his company and software: Personal Financial Snapshot. Our focus at Top Advisor Marketing Podcast is to provide our listeners with tools to help them build a truly unique service that will separate them from the advisor down the street. Personal Financial Snapshot does … Continue reading Ep 164 – Your Personal Financial Snapshot With Kyle Christensen →
Your host Matt shares the mic today with another incredible podcaster, Tim Martin. Today, the two experts are diving into how you can use recruiting as a retention, marketing, and legacy tool. Tim has spent the past 22 years in Voluntary Benefits sales world. He has recruited, hired, and on-board over 2,000 commission only sales … Continue reading Ep 163 – The Power of Recruiting with Tim Martin →
Today Matt and Kirk are back on the mic and switching it up! Kirk is taking over today’s episode, and interviewing your regular host, Matt, on the 7 podcast tactics to grow your business. At Top Advisor Marketing, podcasting has been pivotal to the success of the business. Within less than 24 months, we’ve grown … Continue reading Ep 162 – 7 Podcast Tactics to Grow Your Business →
Matt and Kirk are back on the mics today to discuss an important topic when it comes to building your brand and your business – why advisors avoid using niche marketing and the problems it can cause. With years of experience in branding and finance, Matt and Kirk have repeatedly faced advisors who are unwilling … Continue reading Ep 161 – The Top 10 Arguments Against Niche Marketing – And Why They’re All Wrong! →
Today Matt shares the mic with Top Advisor Marketing’s Brand Guy, Kirk Lowe, to discuss one of the most important factors to separating yourself from your competition – decommodification. With any service you’re forever fighting the fact that there is always someone cheaper. Price tags commodify who we are and what we do in a … Continue reading Ep 160 – The Decommodification of Your Services with Kirk Lowe →
Today Matt welcomes life long insurance specialist Kelly O’Connor to the show to discuss one of Kelly’s incredible creations – The College Money Academy. The College Money Academy was designed to help parents reduce the cost of college. As one of life’s major expenses, you as advisor know what your clients go through in order … Continue reading Ep 159 – The College Money Academy with Kelly O’Connor →
At Top Advisor Marketing we don’t look at anyone as “the competition”. Which is why it’s always a pleasure to host someone else in the financial marketing industry to share their expertise and insights. Joining Matt today is Andrew Healy, co-founder and partner at the financial marketing agency Water & Wall. Andrew co-founded Water & Wall … Continue reading Episode 154 – The Art & Science of Marketing with Andrew Healy →
Today your host Matt is joined by the one and only Seth Greene to discuss his expertise in direct response marketing. Seth is the nation’s foremost authority on growing your business with a podcast along with being the co-host of the Sharkpreneur podcast with Shark Tank’s Kevin Harrington that was just named “One of the … Continue reading Ep 153 – Direct Response Marketing with Seth Greene →
Your host Matt Halloran is joined by one of our team members and social media specialists Ediri Obor today to discuss setting social media goals. Unrealistic social media goals are one of the biggest obstacles business owners face when it comes to successful marketing. Whether that comes from a lack of understanding of the medium, … Continue reading Ep 152 – Setting Realistic Social Media Goals with Ediri Obor →
Your host Matt welcomes returning guest Adri Miller-Heckman for the final installment of their three-part mini-series titled: The Compounding Impact of Marketing to Women With Podcasts: How to Maximize Your ROI. For their final segment together, Matt and Adri discuss how you go about bringing products and services to market. With all things in business, you … Continue reading Episode 150 – Part 3: The Compounding Impact of Marketing to Women with Podcasts: How to Maximize Your ROI Featuring Adri Miller-Heckman →
Your host Matt welcomes returning guest Adri Miller-Heckman to part two of their three-part mini-series titled: The Compounding Impact of Marketing to Women With Podcasts: How to Maximize Your ROI. On today’s episode, Adri discusses the most common questions and concerns she hears from women about podcasting. With Adri hosting the interview, listen in and learn … Continue reading Ep 149 – Part 2 of The Compounding Impact of Marketing to Women with Podcasts: How to Maximize Your ROI Featuring Adri Miller-Heckman →
Your host Matt welcomes returning guest Adri Miller-Heckman to part one of their three-part mini-series titled: The Compounding Impact of Marketing to Women With Podcasts: How to Maximize Your ROI. Adri is a globally recognized speaker, author, and consultant in the financial industry. She is the founder of femXadvisor™, a professional training and coaching business designed to … Continue reading Ep 148 – The Compounding Impact of Marketing to Women With Podcasts: How to Maximize Your ROI featuring Adri Miller-Heckman →
Your host Matt Halloran is welcoming back a returning guest and one of Top Advisor Marketing’s very own Kaley Lewis to discuss how you can create timely and engaging marketing calendars. The two social media veterans discuss the value in adding timely and sometimes humorous posts to your regular social media calendar, how you can … Continue reading Ep 147 – Tips to Creating Your Marketing Calendar with Kaley Lewis →
Your host Matt Halloran welcomes Amy Huth, founder and CEO of Due North Brand Consulting to today’s show to discuss how you can use storytelling to further develop your brand. Story branding has been in the industry for a while now, but many advisors haven’t been executing the practice to it’s fullest potential. With over … Continue reading Ep 146 – Creating Your Story Brand with Amy Huth →
On our second episode of Women’s month, your host Matt Halloran welcomes Kathy Longo, CFP®, CAP®, CDFA to discuss her newest book Flourish Financially: Values, Transitions, and Big Conversations. Kathy brings 25 years of experience and her extensive knowledge and wisdom working as a wealth manager, financial planner, firm manager, and business owner to her writing … Continue reading Ep 145 – Flourish Financially with Kathy Longo →
Your host Matt Halloran welcomes one of Top Advisor Marketing’s very own Julia Ritchie back to the mic today to dive into what’s happening in social media! Julia is one of our social media specialists at Top Advisor Marketing and one of her primary focuses is keeping us current with the ever evolving changes that … Continue reading Episode 144 – Social Media Changes of 2019 with Julia Ritchie →
Today Matt welcomes award winning advisor, broker and agent Eszylfie Taylor! With nearly two decades in the business, Eszylfie has managed to succeeded exponentially in the trenches and through his experiences created The Taylor Method, the topic of today’s podcast. The Taylor Method is an accumulation of Eszylfie’s career triumphs and failures. Derived from over … Continue reading Ep 143 – The Taylor Method with Eszylfie Taylor →
It’s a first for our host Matt Halloran as he welcomes our first OSJ to the show, Craig Snyder. Craig is the CEO and Founder of the America Group, a premier financial services group at LPL Financial. With over 40 years in the business, Craig understands what it takes to develop a strong brand and … Continue reading Ep 141 – Marketing as an OSJ with Craig Snyder →
Matt welcomes another international guest to today’s show, Diederik Heinink, to discuss some of his experience building business marketing strategies and what you can do to change yours! Diederik has a resume a mile long with experience building brands and business all over the world. He recently opened up his own company, East Marketing, which … Continue reading Ep 140 – Business Marketing Strategy with Diederik Heinink →
In our most meta podcast to date, Matt is joined by public radio journalist and author Celeste Headlee to discuss what it takes to become a great host. Some of you may recognize Celeste’s name from her work with a variety of publications including NPR, PBC, GPB, and PRI. In addition to her spoken work, … Continue reading Ep. 139 – Becoming a Great Host with Celeste Headlee →
With the first month of 2019 behind us, it’s time to refocus on marketing! Host Matt Halloran welcomes returning guest Luke Acree of ReminderMedia back to the microphone today to discuss the biggest marketing trends of 2019. Luke is one of the founding partners of ReminderMedia, where they provide marketing services beyond the financial sector … Continue reading Ep 137 – 2019 Marketing Trends with Luke Acree →
Many financial advisors have a vision. A vision for their business, a vision for their growth, and a vision for their team. To achieve any of these visions, you have to set goals. But are you using vision to its fullest potential with your client base? Our host, Matt Halloran, welcomes CFP® and vision expert … Continue reading Ep 135 – The Value of Vision with Karen Coyne →
More and more, we see people promoting the concept of work-life balance. If you’re ready to offer your clients the opportunity to retire early and get on living, you’ll love our next/returning guest Eric Gaddy! As the author and owner of Retire Early, Eric is an expert in getting your financial house in order so … Continue reading Ep 132 – Lifestyle Marketing with Eric Gaddy →
Our host, Matt Halloran, is continuously looking to bring on guests who offer something unique and different that you can apply to your own practice to stand out from the advisor down the street. Joining Matt today is industry veteran Scott MacKillop to discuss his revolutionary business, First Ascent Asset Management. Here are just a … Continue reading Ep 131 – Revolutionizing Asset Management with Scott MacKillop →
If you’ve been wondering about the value of social media in your financial practice, our expert guest Ian Moyse offers his insight into the true value of social media in your prospecting efforts. Joining host Matt Halloran from across the pond, Ian is the sales director of Natterbox, a done for your digital communications solution. … Continue reading Ep 130 – Social Media Methodology with Ian Moyse →
Today were changing a few things up on Top Advisor Marketing podcast! Our host Matt Halloran is joined by estate planning attorney Craig Hersch! Craig is the creator of the Freedom Practice – a practice management program for estate planning attorneys to help them grow their practice. These unique tactics don’t just apply in the … Continue reading Ep 129 – The Freedom Practice with Craig Hersch →
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 … Continue reading Ep 128 – Four Steps to Marketing in 2019 →
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 … Continue reading MarketCounsel Summit Series: Make Your Move with Mark Albers →
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 … Continue reading MaketCounsel Summit Series: Breaking Away with Todd Thomson →
It’s no secret that we love talking about the power of niche financial planning. Our next guest adds another chapter to this discussion by sharing his strategies for working with ambitious corporate executives. Joining Matt in Vegas is Kenneth Van Leeuwen, managing director of Van Leeuwen & Company. Kenneth explains what advisors must know when … Continue reading MarketCounsel Summit Series: Become a North Star for Corporate Executives with Kenneth Van Leeuwen →
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 … Continue reading MaketCounsel Summit Series: The Three Things Advisors Need To Know About Litigation with Sharon Ash →
In our final installment of the 12 Days of Marketing Coach Joe and your host Matt Halloran are discussing the importance of the power hour – your morning magic. When it comes to working with professionals who are off track, Coach Joe’s first question is always “what is your morning ritual”. The first 60 mins … Continue reading 12 Days of Marketing – Morning Rituals →
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 … Continue reading MarketCounsel Summit Series: The Value of a Dedicated RIA with Robb Baldwin →
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. … Continue reading MarketCounsel Summit Series: Build a Thriving Independent Business with Craig Butler and Craig Stuvland →
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 … Continue reading MarketCounsel Summit Series: Operational Readiness: Getting out of Your Own Way with Mike Reed →
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 … Continue reading MarketCounsel Summit Series: Forget Everything You Thought You Knew About Being a Fiduciary with Don Trone →
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 … Continue reading MarketCounsel Summit Series: The Most Important Data Questions Advisors Are Not Asking—with George Svagera →
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 … Continue reading Market Counsel Summit Series: Cracking the Merger and Acquisition Code with Greg Friedman →
Is your holiday social calendar lacking in substance? Or have you simply let your social media presence fall to the way side now that December 1st is behind us? Why not get your social media calendar looking as active as your personal calendar this holiday season with a few quick tips for holiday engagement! Host … Continue reading Ep 127 – Getting Holiday Social with Kaley Lewis →
Do you find your seminars are lacking that punch that results long potential prospects lists? Matt explores the top three strategies for hosting a successful seminar with returning guest, Mike Thurman, co-founder of White Glove Workshops. Mike has over 25 years experience in the financial industry and has hosted over 1000 educational seminars, making him … Continue reading Ep 125 – Hosting a Successful Seminar with Mike Thurman →
Today Matt is diving into the importance of technology integration with tech strategist, speaker, consultant, and founder of RIA Oasis, Kristen Schmidt. Integrating your technology not only helps make things easier around your office, it can free up time so you can do more in your practice while creating better client services/experience, and creating seamless … Continue reading Ep 124 – The Value of Tech Integration with Kristen Schmidt →
As a financial advisor – how do you differentiate yourself? Realistically, pricing and services are pretty constant across the board now, so what’s left to make you stand out? The answer is your client relationships. Joining Matt today is the incredible power couple Scott and Bethany Palmer of the Money Couple to discuss one of … Continue reading Ep 122 – The Money Personalities with Scott & Bethany Palmer →
Today on Top Advisor Marketing Podcast, host Matt Halloran interviews business development expert Susan Danzig! For over 25 years, Susan has worked as a business coach helping her clients understand, appreciate and clarify their true value, define their specialization, and create effective marketing strategies. As a Master in Neuro-linguistic Programming Coach, Susan has dedicated herself … Continue reading Ep 119 – Reaching your Ideal Client with Susan Danzig →
Switching up sides of the mic today, Kirk sits down to interview our regular host Matt Halloran! Together, the two are diving into the top 10 interviewing tips. If you’re a podcaster wanting to up your game, or perhaps someone who frequently makes appearances on other people’s podcast, Matt has the ten things you need … Continue reading Ep 118 – Top 10 Interview Tips with Matt Halloran →
As an advisor, what is the best way to communicate with your clients? Many of us read or create blogs for our clients, or perhaps have even broken into the world of audio podcasting. But have you ever created a video for your clients? Or are you deterred by what you feel is a cumbersome … Continue reading Episode 117 – Video Marketing with Robin Powell →
Client acquisition is one of the most expensive parts of running a business. From the marketing to the sales calls to the seminar events, everything has a cost. So are there ways to make all of those steps more affective? Professional Speaker, author, and entrepreneur Jeff Tippet joins host Matt Halloran today to discuss how … Continue reading Episode 116 – Persuasive Communication with Jeff Tippet →
Your brand is the first thing a client encounters when it comes to discovering you. Whether it’s through your website, a business card from a friend, or the logo on the front door to your office. It’s the sign off on an email, it’s the greeting on the phone, you need to live breath and … Continue reading Episode 114 – Are you brand worthy? →
Marketing Consultant, Blogger, Podcaster and Writer Sara Grillo joins Matt on the latest episode of Top Advisor Marketing. Together Matt and Sara discuss how to colloborate as an advisor to reach the right audience. As a top marketing consultant, Sara understands what it takes for advisors to get in front of their ideal audience. Sara’s … Continue reading Episode 111 – Reaching the Right Audience with Sara Grillo →
Throughout the podcast, host Matt Halloran has been forunate to sit down with a variety of authors speaking to various niches in the financial market. However, one thing everyone is discussing is the ever sought after comfortable retirement. Today’s guest, is an early retirement expert. What makes him so proflic when it comes to retiring? … Continue reading Episode 109 – Retiring Early with Eric Gaddy →
If you sent a survey out to your clients, what would they have to say about their experience with you? Would they rave about your business model, or comment on how regularly they bring you up to their family and friends? Or would they note that you’re office seemed cold, or they felt like you … Continue reading Episode 105 – Creating an Extraordinary Client Experience with Julie Littlechild →
Is your marketing effective? Does it consistently build together to produce a stronger brand, stronger sales, stronger network or stronger client base? Do you feel your marketing processes are building something that is intriguing, consistent, and timely? If you’ve answered no to any of these questions, then today’s episode will Matt is joined by his partner … Continue reading Episode 104 – The Power of Momentum Marketing →
Do you ever wonder what it takes to create incredible marketing? As a marketing podcast, we put a lot of emphasis on providing quality information for our listeners, which also means we need to live what we preach. We’ve been taking the time recently to get underneath the hood of Top Advisor Marketing so that … Continue reading Episode 102 – Behind the Scenes Marketing with Kaley Lewis →
This year has brought a lot of changes to our social media timelines. One of the key platforms that has experienced a dramatic shift is the tried and true Facebook. With everything that’s happened when it comes to newsfeeds and ad features, are you curious if you’re making the Facebook algorithm work for you? Joining Matt … Continue reading Episode 98 – Pleasing the Algorithm with Jessica Jackson →
On Top Advisor Marketing Podcast we are always looking for people who are doing something from a marketing perspective that is unique and different. We aim to provide our audience with a variety of techniques and strategies that can execute in their own offices to see their marketing transform into sales. Today’s guest brings experience … Continue reading Episode 97 – Marketing Secrets with Kristen Judd →
If you haven’t noticed, we love to talk about your niche on Top Advisor Marketing Podcast. Having a real and focused niche enables advisors to make a larger impact in their area of interest, and grow their business exceptionally well. In today’s episode we are diving back into niche financial planning with Marci Bair, President of Bair … Continue reading Episode 96 – Next Level Niche with Marci Bair →
A major component of what we teach on Top Advisor Marketing is that marketing isn’t sales. And sales isn’t marketing. In order to best showcase this for our audience we’ve brought on an incredible new guest who’s breadth and understanding of sales is sure to leave you feeling educated and fired up about catching that next … Continue reading Episode 95 – The Sales Side of Business with Wes Schaeffer →
Did you know that fewer than one in four CFP® professionals are women and it’s been that way for at least a decade? Financial planning can be a great place for women to work, grown and thrive. So, why is it not attracting more women? Its an industry about building relationships, problem solving, having control over your … Continue reading Episode 94 – Empowering Women in Finance with Katie Burke and Bridget Grimes →
When you look around the room at financial conference, it’s probably come to your attention that there just isn’t much diversity in the crow around you. You may not even need to be at a conference to notice the lack of diversity in the financial sector, you may be able to tell simply from looking … Continue reading Episode 93 – Diversity and Inclusion in Finance with Robyn Pollack →
Do you feel as though your firm might be missing something? Or more specifically, someone? For decades now, many of us in the financial service industry have ignored 51% of the population, AKA the women. Matt is joined today by Barbara Provost of Purse Strings, LLC and Provost Consulting to discuss how you can change this and … Continue reading Episode 92 – Creating Space for Serving Women with Barbara Provost →
One word we hear on repeat in the financial industry is niche. For many that means targeting a very specific population, whether that be people from a certain industry, company, or lifestyle. But have you ever considered breaking into the niche of sustainable finances? For many, SRI (Socially Responsible Investing) may just be a buzzword, … Continue reading Episode 91- Values, Finance, and Sustainable Investing with Kimberly Griego-Kiel →
In today’s episode Matt is joined by the coach to the advisors, Stephen Wershing of Client Drive Practice. Together, Matt and Stephen discuss the important difference between a target market and niche. While everyone has a target market (that is a group of people you are specifically trying to attract to your practice), many advisors … Continue reading Episode 90 – Striking it Niche with Stephen Wershing →
How often do you encourter the words thought-leader in your daily consumption of content. As you might have guessed, it is a truisim that thought leaders tend to be the most successful individuals or firms in their respective fields. However, thought leadership can be so much more than that. Today, Kirk and Matt discuss if … Continue reading Episode 88 – Should you be a Thought Leader? →
In today’s episode, Matt brings on one of Top Advisor’s inhouse social media expert, Julia Ritchie to share her recent findings on updates to all our of major Social Media Platforms. Julia has an advanced degree in digital media and communications, and has been an important addition to our team. With changes to everything from … Continue reading Episode 89 – Social Media Research With Julia Ritchie →
Today, Matt Halloran brings on two former guests Gwynn Sharick-Elberson and Joanne Giardini-Russell from Boomer Health Group. Gwynn and Joanne guide you through determining your Influencers vs Strategic Partners and how you can use strategic partnering to grow your practice. While influencers are often about uplifting and providing you with tools to get strategic partners, and … Continue reading Episode 87 – Influences vs Strategic Partnerships with Gwynn & Joanne →
Today, Matt Halloran brings on Heather Wilson from SEI to discuss the power of Social Media and financial advising. At SEI, Heather is a social media manager who is responsible for overseeing multiple advisor accounts, giving her the real world experience to provide credible advice for you. Heather takes listerens on a guided tour of her … Continue reading Episode 86 – The Power of Social Media with Heather Wilson →
Today, Matt Halloran and Kirk Lowe discuss what it takes to make a great website. Great websites are made up of multiple components. To get that great website feel you have to want it, and understand the crucial role it plays in any business. You need to spend time to make sure your website has clear … Continue reading Episode 85 – WOW Website Formula →
Today, Matt Halloran brings on a friend and a past colleague, Justin Koehler. Justin is the Director of Sales at Fusion Capital Management and is bringing some marketing tactics and insights that will help you free up your time so that you can be more efficient with marketing. Justin goes personal and explains his goals, … Continue reading Episode 84 – Getting to Know Justin Koehler →
Today, Matt Halloran and guest Karim Rashwan from Advisor Stream discuss the growth of Advisor Stream and how the digital age is an important outlet to grow you practice. Linkedin, Twitter, YouTube, and Facebook to name a few are the newest tools to take you to the next level. Karim dives deep on digital marketing and … Continue reading Episode 83 – Karim Rashwan – Digital Age Marketing! →
On this final installment of the series, Matt Halloran and Kirk Lowe talk about that sought after level of internet success – going viral! One of the best way to do this is to pay attention to how other viral pieces are blowing up and grab those important pieces content to formulate your own. But … Continue reading Episode 82 – The 7 Dynamic Digital Prospecting Techniques: Part 7 →
Today, Matt Halloran introduces the Top Advisor Community to Don Whalen. Don is a registered CFP and Co-Founder of Precise FP. Don isn’t your ordinary CFP, and provides a unique view of working with advisors. His inspiration for work? Engaging his audience while also helping his clients do the same. Don strives to help financial … Continue reading Episode 81 – Don Whalen: Precise Advising! →
Today, on the sixth instalment of the 7 Dynamic Digital Prospecting Tactics, Matt Halloran and Kirk Lowe discuss the importance of writing a blog! Kirk has been writing blogs for years and knows the ins and outs of a blogs success. He’s got some tips for you to ensure your blogs are read and shared … Continue reading Episode 80 – The 7 Dynamic Digital Prospecting Tactics: Part 6 →
In today’s episode, Matt Halloran introduces Joseph Merlino who is here to guide you through value creation. When you think of the word value what do you think of? For many financial advisors it can be difficult to identify values, let alone share the with others. But there is help! Joseph wants to show you some … Continue reading Episode 79 – Joseph Merlino & Value Creation →
Today, on the next instalment of the 7 Dynamic Digital Prospecting Tactics, Matt Halloran and Kirk Lowe discuss the value in a white paper. A white paper is a persuasive, authoritative, in-depth report on a specific topic that presents a problem and provides your solution. This is an important part to practice, as a white paper … Continue reading Episode 78 – The 7 Dynamic Digital Prospecting Techniques: Part 5 →
Have you ever thought about starting your own Podcast? Today, Matt Halloran and Kirk Lowe talk about how to elevate your practice with podcasting! Podcasting is a great way to share your vision to an audience. Here at Top Advisor, we want to show you how you can shape your talent, and your voice to be … Continue reading Episode 74 – 7 Dynamic Digital Prospecting Techniques: Part 3 →
Do you want to connect with other podcasters? Today, Matt Halloran and Kirk Lowe discuss one of the most important techniques; being a podcast guest! It is important that you connect with other podcasters and cross-promote to become a more prolific voice in your community. Your thought leadership needs to be heard, and working with … Continue reading Episode 73 – 7 Dynamic Digital Prospect Techniques: Part 2 →
Today, Matt Halloran is joined by Willa Silver, a talented sales professional with over 35 years of experience specializing in advisor practices. Willa recently became the owner of “New Language of Sales”, which is a coaching service that helps new time salesman find their feet in the industry. Together, Willa and Matt discuss the importance … Continue reading Episode 72 – Willa Silver – Good Referrals, Good Sales! →
Welcome to the first installment of the 7 Dynamic Digital Prospect Techniques with Matt Halloran and Kirk Lowe. These techniques are 7 tried and true methods Matt and Kirk want to share with you to help you grow your prace. In their first segment, Mattand Kirk discuss the value of increasing your LinkedIn connections. LinkedIn can … Continue reading Episode 71 – The 7 Dynamic Digital Prospect Techniques: Part 1 →
99% of your marketing messages are probably getting ignored. Tom Poland, a well known author and marketing official discusses why your marketing messages are just not working. Learn the process on how to be a more effective communicator, so that you can become a unique identity in your market. Tune in to find out how you can cut through … Continue reading Episode 69 – Speaking directly with your ideal audience with Tom Poland →
Are you ready to get off the treadmill and have more energy and free time? Do you find it difficult to say no to a client, even when they are not the ideal client for your business? Or do you find you are spending a lot of time training junior advisors, and not spending enough … Continue reading Episode 68 – The Business Model for Lead Advisors →
Matt is joined by entrepreneur, and coach Chris Hines, to discuss the power of a niche in developing your business. Chris is an expert on doing what you love, and increasing productivity in your business. Often doing what you love is a both a specific and general thing. As a financial advisor you may love … Continue reading Episode 66 – The Power of a Niche →
For the first time in the shows history, Matt and Kirk are diving into the topic of sales. Now this isn’t a podcast about the terrifyingly vauge world of sales. The title of this podcast tells it all, we are here to provide you with the basis to begin your own Mindset of a Sales … Continue reading Episode 65 – The Mindset of a Sales Champion →
Matt and Kirk are joined by an incredible duo from the financial industry, Joanne Russell and Gwynne Elberson. Joanne is the owner and operator of Boomer Healthcare Group where she along with Gwynn are Medicare specialists. Today with Matt and Kirk, Joanne and Gywnn explain how YOU can use Medicare to market you services and … Continue reading Episode 64 – Medicare Marketing for Complete Client Offering →
Jay Mooreland, the founder of the Emotional Investor, joins Matt today to discuss behavioral finances. Titled by Matt as the “investor of all investors”, Jay’s career began as a CFP then developed into becoming a behavioral coach. With the recent market dips, emotions are back playing a major role in the financial markets, and this … Continue reading Episode 63 – Behavioral Finance with the Emotional Investor →
Matt and Kirk are happy to welcome back returning performer Dave Crenshaw to Episode 61! Dave is the master of building productive leaders, and has appeared in Time Magazine, USA Today, Fast Company and BBC News. In addition to his business as a key note speaker, and his sought after LinkedIn Courses, Dave is a … Continue reading Episode 61 – The Myth of Multitasking with Dave Crenshaw →
As an advisor, you may consider interacting with the media a personal nightmare. Trying to understand rhyme or reason to what story make the news cycle, or who picks up your latest endevor can leave anyone frustrated. But don’t give up on the media yet! Matt and Kirk had the opportunity to sit down with … Continue reading Episode 60 – 5 Media Relation Tools for Advisors →
Matt and Kirk are joined by returning guest Patti Morrison! Patti is an image strategist, and in this very important podcast discusses ways women can build and maintain a business casual closet. One of Patti’s passions is helping women find a wardrobe that works for them. When it comes to business attire, it’s a man’s world. … Continue reading Episode 59 – For the Women with Patti Morrison →
Have you ever questioned the value of social media in your business? Or used the excuse that your prospects don’t use social or that you don’t know what to say? Everyday people are filled with doubts about the value of their work, and in the financial advisor world, every dolar you spend on marketing you … Continue reading Episode 57 – Prospects, Social Media, and The Best Brand with Jay Coulter →
As many of you know, Matt and Kirk are digital marketing fantatics. And they know they have to bring in fresh new ideas to provide our listeners with the most relevant and hot information about why you need a bigger and better digital marketing footprint. And what better way to give you the information you need … Continue reading Episode 56 – Win New Customers with Jean Ginzburg →
Welcome to our Olympic Special Podcast! Matt and Kirk are joined once again by Olympian Paul Kingsman. Matt and Paul dive into discussing the mental mindset of Winter Olympic athletes and how you can use some of same tools to become an unstoppable financial advisor. In order to take your determination and athletisism to the … Continue reading Olympic Special – The Mindset of an Olympian with Paul Kingsman →
In this lastest episode, Matt is joined by Co-Founder and CEO of EverPlans Abby Schnidermann and her Senior Sales Associate Harris Scher. EverPlans is one of the leading resources for organzing wills and trusts to be left behind to your loved ones. As a finanacial advisors it’s improtant to separate yourself from the advisor down … Continue reading Episode 54 – Offer Something Truly Unique and Different with Abby Schnidermann and Harris Scher →
You’re hearing about this at every broke dealer conference and it’s all over the financial news- there are massive movements of wealth between generations. The difficulty is, how do you grow a relationship between generations to ensure your continued management of that wealth? Matt and Kirk are joined by ReminderMedia’s Andrew Saksa and Luke Acree to … Continue reading Episode 53 – Andrew Saksa & Luke Acree: Key to Building Generational Relationships →
Are you really aware of what your clients care about and need? Matt is joined by Sonya Dreizler to discuss the 5 things clients ACTUALLY care about. Financial advisor will often base the cares of their clients on their own personal cares, which often leaves them presenting clients with information or action that doesn’t resonate. … Continue reading Episode 52 – 5 Things Clients ACTUALLY Care About: Preparing for an Awesome 2018 →
Long time marketing expert Bill Good joins Matt in our latest episode to discuss his Bill Good Marketing method. In addition to his marketing method, Bill is the author of “Hot Prospects”, one of the pinnacle prospecting book in the financial world. Bill broke into the world of finance through a telephone selling job where he … Continue reading Episode 51 – Bill Good →
In our final episode of the 12 Days of Marketing, Matt is talking about the importance of events to advisor marketing. It’s fairly common in the financial world to hold dinners, lunch and learns, or bring a friend event. But are you getting the most out of these events every time? Matt has some tips … Continue reading 12 Days of Marketing – Episode 12 Events! →
In this episode of the 12 Days of Marketing, Kirk dives into nurture sequences, examining the questions: How do you nuture your leads digitally? Why is it important? And what is it? Nurturing leads is best described as building a relationships with customers currently not ready to buy but who could be an ideal customer. … Continue reading 12 Days of Marketing – Episode 11 Nurture Sequences →
So you’ve got the website and you’ve proven your brand and expertise through a white paper, podcast, or blog. Now the question remains – how do you ge tthat information out there? Matt is here to explain the important role of social media in finding ideal prospects online. Getting social can be scary, but it’s … Continue reading 12 Days of Marketing – Episode 10 Developing Your Social Media Strategy →
Is your website a workhorse? Does it explain your brand and business effectively and turn google searches into ideal prospects? Web design is paramount in today’s digital world, but too many advisors find themselves working with website that no longer meet today’s design demands. Kirk explains the necessary steps to making your website optimal for … Continue reading 12 Days of Marketing – Episode 9 Building a Role Specific Website →
Now that we’ve covered the basics of white papers, and podcast, Matt has your next step in technology and content creation – Vlogs. Video logs allow you the ability to get the same great content from your podcast available to your current and prospective clients, but with the added bonus of having a visual component. … Continue reading 12 Days of Marketing – Episode 8 Starting a Vlog →
Building your brand and expertise just got easier. In this episode Matt is here to explain the value of podcasting for financial advisors. Podcasting is a quick and easy way to develop your brand and expertise, and provide potential clients with plenty of content to get to know you before they walk in the door. … Continue reading 12 Days of Marketing – Episode 7 Starting a Podcast →
You’ve built an entire business around your expertise… but do your potential clients know what makes you different? In the second piece on proving your brand and experise, Kirk is here to talk to you about the importance of a White Paper. Having written over 20 white paper’s on his own, he’s here to give … Continue reading 12 Days of Marketing – Episode 6 Drafting Your White Paper →
This episode is part one of three in the 12 Days of Marketing that discusses proving your brand and expertise. In part one, Matt dives into explaining the importance of having a well established (and designed) Financial Planning Process. This is one of the many pieces to the puzzle in proving your expertise. This plan … Continue reading 12 Days of Marketing – Episode 5 Your Financial Planning Process →
Do you struggle to tell people what makes your financial advisor business different from all the others? In this Episode, Kirk explains the fundamentals of packinging your message (those key concepts and phrases) from simply words on a page to a brand people know and recognize. To help you further define these conepts, Kirk has … Continue reading 12 Days of Marketing – Episode 4 Packing Your Message Into a Brand →
In Episode 3 of the 12 days of marketing, Matt dives into defining our ideal client. Who fits your mold to enter into the lifelong partnership that takes place between a financial advisor and their client? If you don’t know who you’re looking for, how will you know if you have them? Matt breaks down … Continue reading 12 Days of Marketing – Episode 3 Defining Your Ideal Client →
In Day 2 of the 12 Days of Marketing, Kirk is going to walk you through the critical differentiation of branding and marketing in your business. The key message of this podcast is that it is crucial to pull your branding out of marketing, and understand that your brand is your story. You need to … Continue reading 12 Days of Marketing – Episode 2 The Difference Between Marketing and Branding →
This holiday season, Matt and Kirk are offering up 12 podcasts to help you prepare your business for 2018 with your best marketing plan yet! In the preimer episode of the 12 Days of Marketing, joing Matt and Kirk as they dive into developing your marketing mindset. Understand tactics that work for your business to … Continue reading 12 Days of Marketing – Episode 1 Your Marketing Mindset →
In our 50th episode of Top Advisor Marketing, Matt and Kirk are joined by the adviser to advisors, Coach Tony Vidler. Having been coaching for decades, Tony understands the best models for running a succesful advisor business. In this episode Tony dives into the fee based advisor model, and how it can benefit not just … Continue reading Episode 50 – Tony Vidler and the Fee Based Advisor Model →
In this latest epsiode of Top Advisor Marketing, Kirk and Matt are pleased to welcome saught after speaker and international best selling author Bob Burg. Bob is well known for his book, ”The Go-Giver”, along with the other books in the Go-Giver series. This series discusses how in the business world the best way to achieve … Continue reading Episode 49 – Bob Burg and the Go-Giver Way →
As demands on financial advisors become more intense, Matt and Kirk offer a solution to all your marketing needs – Outsourced Marketing. In this episode, the guys discuss the complexities of creating a solid marketing plan from foundation to execution and the challenges many financial advisors face when DYI’ing their marketing: canned marketing, ineffective or … Continue reading Episode 48 – The New Advisor Reality – 100% Outsource Marketing →
Matt and Kirk welcome guest Patti Morrison in their latest episode of TAM Podcast. Patti Morrison owns and operates Image Strategist in Vancouver Canada, and has worked in the fashion industry for over 25 years. Recently she has become a best selling author with the release of her book “First Impressions, Dressing for Impact”. Taking … Continue reading Episode 47 – First Impressions, Dressing for Success with Patti Morrison →
Kirk and Matt dive into the deep end of marketing tactics for a niche advisor. It’s important when developing your brannd and business to capitlize on small markets, whether its government employees, blue collar business owners, or adventure junkies, cartering your brand to your ideal clients is the best way to get them through the … Continue reading Episode 46 – #1 Marketing Tactic of Top Advisors →
Do you have lots of great content ideas rattling around in your brain – but are’t sure what the best direction is for publication? Kirk and Matt dive into this question in Episode 45 as they discuss the advantages and disadvantages of white papers vs books. Matt has published 2 books, and Kirk has authored … Continue reading Episode 45 – To Book or Whitepaper →
Kirk and Matt are joined by Twenty Over Ten’s Director of Sales & Marketing Samantha Russell. As one of Top Advisor’s strategic partners, Kirk and Matt have worked closed with Twenty Over Ten developing efficient and effective websites for top advisors, including our exclusive Brand Mastered website. Samantha breaks down the 7 important factors to … Continue reading Episode 44 – 7 Ways to Make Your Website a Workhorse with Samantha Russell →
Kirk and Matt bring in their third partner/professor of Brand Mastery Course, Ray Gauthier, to explain the 10 Steps to Immaculate Marketing. The 10 step marketing plan discusses the importance of everything from defining and understanding your ideal client to creating a great web page full of authentic and useful content. The marketing ideas and strategies … Continue reading Episode 43 – 10 Steps to Immaculate Marketing →
Kirk and Matt are joined by best selling author Dave Crenshaw to discuss his latest book “The Power of Having Fun”. Dave explains to us that studies show – having more fun gets more done. Financial Advisors are notorious for relentlessly pushing themselves without consideration for fun. Dave walks Kirk Matt through the sections of … Continue reading Episode 42 – Dave Crenshaw and The Power of Having Fun →
Kirk and Matt are joing by Jennifer Goldman, CFP, and founder of My Virtual COO. As a business operations expert, Jennifer understands the importance of improving independent professional services businesses. Client experience is pinnacle to creating a lasting business. Jennifer discusses the problems many advisors face in developing CE protocal, and how to rectify these issues. … Continue reading Episode 41 – Reinventing the Client Experience with Jennifer Goldman →
Kirk and Matt speak to 3 time Olympic Medal winner Lauryn Williams on her financial planning business “Worth Winning”. Lauryn’s focus with her business if financial planning recreated where she services millienials and professional athletes. She’s taken her work out of brick and motar and gone completely virtual, and has redesigned her marketing presence using … Continue reading Episode 40 – Worth Winning with Lauryn Williams →
Matt and Kirk sit down with Joe Lukacs in this episode of Top Advisor Marketing. Drawing on 25 years of experience in coaching and consulting financial advisors, Joe discusses how mastering your own personal operating system requires examining what keeps your running. Join us as Joe walks Kirk and Matt through one of his coaching … Continue reading Episode 39 – Mastering ME – Your Personal Operating System →
Kirk and Matt know the importance of a good story in branding. Together they’ll walk you through the 4 main questions to create your own branding story – building your credibility and trust. WANT A BETTER ADVISOR BRAND? DON’T DELAY. GET IT RIGHT…NOW. BRAND MASTERY COURSE | ADVISORU
In this episode Kirk and Matt dive into the final component of Death By Referrals – How to inspire referrals. In order to get referrals two things need to happen – you need to build trust and you need to be online. Whether it’s a blog, podcast, social or a standby white paper, get yourself … Continue reading Episode 37 – Death By Referrals (Part 3/3) →
Kirk and Matt are joined by Paul Kingsman. Paul wrote the book, “The Distraction Proof Advisors”. He speaks to, writes and coaches top advisors on how to pursue and achieve a laser-like focus. Paul shares four common ways advisors get distracted and how that distracts them from generating more revenue, more profit, more client time, more … Continue reading Episode 36 – Warrior Advisors Have Laser-Like Focus w Olympian, Paul Kingsman →
Frank Maselli joins Kirk and Matt to review commentary Frank shared on LinkedIn a few years ago that went viral in the finserv industry. They discuss why it went viral, how it changed Frank’s career and how Frank’s view of the Advisor-Wholesaler relationship defines what financial services should be about – helping one another succeed. There … Continue reading Episode 35 – A Letter from an Advisor to a Wholesaler with Frank Maselli →
Kirk and Matt discuss five ways Advisors may be killing their practice with referrals. They aslo get into the key reasons clients refer and how this impacts an advisor’s referral-mindset, and how they attract more referrals, especially ideal ones. This is Part 2 of a series of 3 podcasts. DOWNLOAD PAPER, “DEATH BY REFERRALS” HERE
Kirk and Matt reflect on the importance of referrals in an advisor’s practice. They get into how to embrace a new referral mindset, “the pursuit of referral happiness”, the fundamentals of good referral marketing, and what it takes to turn the referral tap on and get the best leads. This is Part 1 of a series … Continue reading Episode 33 – Death By Referrals (Part 1/3) →
Referrals are down, or at least that’s what a recent report is suggesting. Why? Kirk and Matt get into the dirt with advisor prospecting. Advisors are at a critical stage of their careers and practice maturity; how to attract ideal prospects, be more profitable and have more fun. Kirk and Matt redefine what a “referral” is, … Continue reading Episode 31 – The Demise of Prospecting →
Did you know 80% of women leave their fiancial advisor when they lose their husbands? Judy Paradi and Paulette Filion join Matt and Kirk to discuss four reasons women leave their advisors and then list simple ways to engage women to grow a stronger, woman/friendly practice. What’s interesting too is that the characteristics of a woman-friendly practice/relationsip also … Continue reading Episode 30 – Why Women Leave Their Financial Advisors →
Matt and Kirk chat with John Frankot of Triple-R-Media about five common questions advisors ask John about connecting with and attracting high net worth prospects. John defines what a true HNW prospect is and addresses advisors’ insecurities about working with the HNW. We also discuss simple tactics to find, approach and engage the HNW market … Continue reading Episode 29 – 5 Questions Advisors Ask About Connecting with HNW Prospects (w John Frankot) →
Prasad Ramani, founder of Syntoniq, joins us to discuss the simple and compelling applications of behavioral finance in an advisor’s practice and a client’s life. Prasad discusses: why is BF important, how does it impact client investment behavior, why is it a factor when it comes to business development, and how BF can be used to develop and strength … Continue reading Episode 28 – Why Advisors Should Care About Behavioral Finance →
AdvisorConnects’s Jimmy Lyons and Jeff Tompkins join Matt Halloran for a discussion on ways advisors can adopt technology to make their practice and lives better. In the age of digital fatigue, advisors need to find how to connect technology to simplify how it works, how much it costs and how it can give them more time, not … Continue reading Episode 27 – The #1 Selling Mistake Keeping Advisors From Earning Serious Money w Jimmy Lyons & Jeff Tompkins →
Dear advisors, you’re amazing. But…but, you need help overcoming decisions, situations and thinking that has you stuck in ineffective marketing and prospecting. Respectfully, Kirk and Matt help you analyze and overcome five key obstacles and situations that are killing your marketing. If you’re marketing isn’t highly effective and easy to manage, you need to listen to … Continue reading Episode 26- 5 Excuses That Kill Your Marketing Success →
Dr. Jack Singer has worked with professional athletes, Olympians and advisors. We’ll talk about how advisors need to have mental toughness just like athletes. Dr. Jack will also share tips on how to enhance your mental toughness to be more successful. LINKEDIN | WEBSITE GUEST BIO: Dr. Jack Singer is a world-renowned psychologist, author, trainer … Continue reading Episode 25 – The Mental Side of Marketing →
Amy Kizer shares her experiences helping advisors hire good people to work in their practices. Amy gets into common mistakes advisors make when hiring, obstacles that keep them from making good decisions for their practice, and how to conduct a job interview (your questions and process for hiring). GUEST BIO: TALENTLINK | LINKEDIN Amy Kizer has … Continue reading Episode 24 – How to Leverage Talent in Your Practice →
Podcasting has been steadily growing for years at a rate of 10-20%. It’s not a fad. In 2016, 112 million Americans listened to podcasts. Matt and Kirk discuss their experience getting a quality podcast off the ground. The reasons to start, the benefits to your business, the hardware and software equipment you’ll need and how to … Continue reading Episode 23 – How to Start Your Own Financial Podcast →
John Anderson joins us again to talk about creating positive client experiences in your practice. John starts with a reality check for advisors with a few critical questions. John shares insight on the need to address how you approach referrals in your practice. He also discusses why it’s important to focus on what you can … Continue reading Episode 22 – John Anderson’s “4 Ways to Create Positive Client Experiences (and get more referrals)” →
Episode 21 will knock your socks off. Kirk shares the marketing productivity tools he’s researched and tested that make his days go smoother and advisor marketing more productive. Good tools allow you to pursue marketing you either can’t afford, or don’t have the expertise or time to create and implement. Listen to the whole podcast for … Continue reading Episode 21 – Kirk Lowe’s 10 Favorite Marketing Tools →
Matt, Kirk and Renee talk about branding, marketing and how to help advisors improve marketing communications. Renee shares her “5 Communication Faux Pas, Missteps and Mistakes”. Advisors need to avoid making these mistakes to enhance their marketing success. Renee has an interesting background having worked with politicians for years helping them with marketing communciations and … Continue reading Episode 20 – “5 Communication Faux Pas, Missteps and Mistakes” by Renee Walker, Marketing Strategist →
Doug chats about his incredible financial content and media platform (IRIS.xyz) – and how and why he got started. Doug talks about the advent of financial planning too- great story. IRIS is an incredible platform (community) for advisors to learn and share their content. You’ll want to listen to this podcast then check IRIS out. … Continue reading Episode 19 – Get to Know Doug Heikkinen at IRIS.xyz →
Matt and Kirk attended the SEI Strategic Advisor Conference in May 2017. They recorded the top 9 marketing insights they heard from advisors dialoguing with them at the TactiBrand Kiosk. SEI ran a fantastic conference and the advisors were very engaged. Great group of professionals. Thanks to you all for a great experience – and for … Continue reading Episode 17 – Top 9 Advisor Marketing Insights from SEI Conference 2017 →
“Too often, I meet with advisors who think of marketing as an afterthought or a “nice to have,” instead of a “have to have.” Marketing is seen as an expense, rather than an investment. Even worse, marketing is something that starts and stops for these advisors, sometimes on a whim or after a client loss. … Continue reading Episode 18 – 5 Clues Your Marketing May Fail (with John Anderson of SEI, Practically Speaking Blog) →
In order to get to the point where you enjoy better clients, more fun, more, money, more time, and essentially a better practice, you have to put in the time necessary. Taking shortcuts and not establishing the foundation for good marketing will just hurt you in the long run. These 270 days can be separated … Continue reading Episode 16 – 270 Days to a Better Practice; Better Clients, More Fun, More Time and More Money →
Marketing is often the weak link in an advisors practice and it’s almost always the first “expense’ that gets cut or the first “task” that falls off the plate. There are simple strategies and tactics that often get started and stopped over and over. It’s a cycle of marketing misfortune. We discuss these 4 simple tactics … Continue reading Episode 14 – How 4 Frogs and 1 Elephant Can Help You Attract Ideal Prospects →
Branding separates you from the pack – the sea of sameness so many advisors swim in daily. Branding makes every marketing tactic more effective and your overall marketing strategy more efficient – less is more. A good advisor brand pays in many ways. Here are nine outcomes you should expect from a good brand.
The right content is critical to creating trust, influence, and inspiring new business opportunities. In my experience, it’s taken over as the key online marketing strategy. Yet, so many advisors lack the time, ability and/or resources to pull it off and achieve the results they expect. The most obvious obstacle impacting financial advisors struggle with … Continue reading Episode 11 – 5 Steps to Creating Great Content →
Advisors can’t build good marketing while considering how to make “compliance” happy. It’s better to start with what will work then work backwards to get compliance on board or to make small concessions. Lots more financial marketing and success nuggets throughout this podcast. Robert launched a platform to help advisors automate many parts of their … Continue reading Episode 10 – Get to Know Robert Sofia & Snappy Kraken’s Marketing Platform →
Your financial advisor website is an opportunity to make a series of impressions with your audience. What eludes most advisors regarding their website design is the winning formula to make it better than the average advisor website. We discuss seven must-haves for a more effective website. Featuring marketing expert, Kirk Lowe |WOW Website Formula
How to get out from the failed marketing that got you to this podcast. Successful marketing starts by having a better marketing mindset – a framework if you will. The first failed marketing practice is trying to do what others are doing assuming it will work for you. Listen to four more massive marketing mistakes advisors … Continue reading Episode 7 – 5 Big Marketing Mistakes Advisors Make →
There are many opportunities, certainly more than one, to create an impression with clients. These days it’s a collection of “impressions” that develop the ONE important impression. This is why a brand and great marketing are so important, you’re always on the clock trying to make small impressions to eventually lead to that ONE BIG … Continue reading Episode 6 – The Importance of Making Small, Cummulative Impressions →
Advisors have been misled by the promise of a referral program to boost their referral engagements. Referrals don’t happen authentically when you ask; and no client these days is falling for the BS tactics and scripts. If you want more referrals you need to, first and foremost, earn them. Secondly, you need to find ways … Continue reading Episode 5 – The Real Scoop on Inspiring Referrals →
Human beings aren’t equipped with unlimited battery backs. The growth of our businesses goes hand-in-hand with our personal wellbeing. How does personal vision fit into business vision? How do you build a business that supports the life you want for yourself? Why is audacity necessary in achievement and action? On this episode, author, speaker and … Continue reading Episode 4 – The Pursuit of Absolute Engagement w/Julie Littlechild →
Reporter relationships help advisors gain exposure and build brand awareness. When it comes to maintaining these relationships, interviews, pitching and being on camera, what are the most common mistakes advisors make? On this episode, Wall Street Journal wealth advisor Veronica Dagher gives us tactics, tips and ideas to make it easier to work with the … Continue reading Episode 3 – Get Quoted: Tips & Tactics to Become the Most Quotable Financial Advisor In Your Market w/Veronica Dagher →
Advisors aspire to be an asset for the media, and someone journalists want to interview. What increases your chances of building that kind of relationship? On this episode we share insights on the top 5 things advisors should know about when it comes to working with the press. We talk about knowing your interviewer and … Continue reading Episode 2 – Top 5 Keys To Working With the Press To Grow Your Advisor Practice w/Matt Ackermann →
Many advisors were trained with the mindset of selling but is this method the best way to build relationships and get new business? In this episode, we discuss the key differences between sales and marketing, and a marketing blueprint that will help you adopt marketing as your mode of communication and business growth.