Top Advisor Marketing Podcast: Recent Episodes

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Are you ready to stop being the best-kept secret?

In this special replay episode of the Top Advisor Marketing Podcast, Matt Halloran and Kirk Lowe share how financial advisors can accelerate their influence – which they define as the ability to get people to like, know, and trust you – in order to grow your business and spend less time chasing prospects and more time doing what you do best: advising.

They discuss the four stages of influence — Apprentice, Expert, Authority, and Celebrity — and the importance of moving beyond ‘expert’ status to achieve authority or even celebrity levels of influence.

Whether you’re aiming for authority or celebrity status in your niche, this episode will give you actionable insights on how to build a marketing system that drives real growth over time.

Matt and Kirk discuss:

• Why your ultimate goal is to build an audience that knows, likes, trusts, and even promotes your advisor services
• How influence is a system, not a secret
• Why you need to be actively involved in their marketing
• The importance of investing in consistent content creation – like podcasts – to build credibility and refine your communication skills
• The minimum you should be investing in your marketing efforts
• And more

Resources:

• PodRocket Influence Academy
• Podcast: So, What’s Your Brand Personality? With Lauren Hong (Ep. 433)
• 41 Top Influencers For Financial Advisors In 2023 by Indigo Marketing Agency

Connect With Kirk Lowe:

• LinkedIn: Kirk Lowe
• Twitter: Kirk Lowe

Connect With ProudMouth:

• Thinking about starting your own podcast? Book a call to learn about our done-with-you service
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Our Guest:

After decades spent helping build and market successful financial services brands, Kirk recognized the increasing role and importance of influence in the rapidly expanding Expertise Economy. Successful financial advisors harnessing the power of podcasting, video, social media and progressively building their influence were attracting clients rather than having to chase them.

Kirk’s ‘ah-ha’ moment—that influence is essential for professional experts—led to his co-founding of ProudMouth, an influence accelerator dedicated entirely to liberating financial experts and advisors from the tyranny of sales by giving them the means and methods to become recognized, in-demand authorities.

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Use a lead magnet. You’ve heard that before. But are all lead magnets created equal, and can you cast your net far and wide with it? (Should you?) So many questions…

How can you effectively attract and convert ideal clients using lead magnets and marketing funnels?

In this episode, Matt Halloran welcomes Hillary Gale — founder of Moneta Copy — for her second appearance on the Top Advisor Marketing Podcast (she’s that good!). Their conversation focuses on lead funnels and the importance of building an “owned audience” through niche-focused lead magnets, such as ebooks, case studies, and workbooks.

Matt and Hillary discuss:

• Why it’s essential to transition your audience from social media engagement to an email list
• A checklist of questions to inspire the topic of your niche-focused lead magnet
• How a lead funnel should be structured, and the importance of ensuring every marketing touchpoint — from social media to long-form content — drives people toward a conversion point
• Why having a well-crafted website matters, and options for promoting lead magnets across different platforms
• How to maintain a balance between staying top-of-mind and avoiding pushy sales tactics
• And more

Resources:

• PodRocket Influence Academy (Enroll for FREE)
• Podcast: The Finance Marketing Podcast

Connect With Hillary Gale:

• LinkedIn: Hillary Gale
• Website: Moneta Copy
• Email: hillary@monetacopy.com

Connect With ProudMouth:

• Thinking about starting your own podcast? Book a call with our Influence Engineers to learn about our done-with-you service
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter/X: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter/X: ProudMouth
• YouTube: ProudMouth

About Our Guest:

Hillary Gale, founder and CEO of Moneta Copy, is a content strategist and copywriter for financial services professionals. She has been featured in MarketWatch, Wealthtender, and Clever Girl Finance, and is the host of The Finance Marketing Podcast, a show that spotlights in-depth conversations on marketing with financial professionals and finance marketing experts.

You can catch her on LinkedIn most weekdays sharing marketing insights and ideas specifically for financial services pros.

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Question: How can you effectively build a niche-focused advisor brand that positions you as a thought leader and drives organic business growth?

Answer: You start with this podcast episode.

Matt Halloran is joined by Brian Haney — Founder and CEO of The Haney Company — to explore his battle-tested strategies for building a powerful brand within a niche market. Brian reveals how his family-owned business rebranded to stand out in the association space, developed deep client relationships, and became a trusted thought leader.

Matt and Brian discuss:

• The importance of focusing on a specific niche
• The significance of understanding your target audience’s needs and creating a positive experience that fosters loyalty and referrals
• Thought leadership and how it differs from being an expert or specialist
• How the Haney Company uses various content formats, including LinkedIn posts and podcasts, to engage their audience and reinforce their brand
• Why you should adopt a mindset focused on adding value and contributing to the community, rather than solely pursuing business opportunities.
• And more

Resources:

• PodRocket Influence Academy (Enroll for FREE)
• Association: Million Dollar Round Table (MDRT)
• Website: Succession Resource Group
• Community: Podcast Movement

Connect With Brian Haney:

• LinkedIn: Brian Haney
• Website: Brian Haney
• Website: The Haney Company
• Twitter/X: @TheHaneyCompany

Connect With ProudMouth:

• Thinking about starting your own podcast? Book a call with our team to learn about our done-with-you service
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Our Guest:

Brian Haney is a seasoned financial professional with nearly two decades of experience in helping clients achieve financial freedom. He is passionate about simplifying complex financial decisions, guiding clients toward tailored solutions that improve their financial well-being. A registered representative and investment advisor, Brian holds multiple certifications, including Certified Funds Specialist and Certified Family Business Specialist. He is also an award-winning leader in the financial services industry, recognized for his commitment to diversity and inclusion. Outside of work, Brian enjoys family time, golf, and is a proud dual citizen of the U.S. and Ireland.

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Channel your inner two-toed sloth.

Bet that’s the first time you’ve heard that advice.

In this episode of the Top Advisor Marketing Podcast, host Matt Halloran talks to Kalli Fedusenko from Kalli Collective about the importance of a strategic — and a patient — approach to marketing, much like the slow and deliberate movement of a two-toed sloth. She shares three keys to a more disciplined and determined marketing approach that “gets you what you want,” without the overwhelm.

Matt and Kalli discuss:

• The importance of the buyer’s journey
• The need for personalized content over ‘canned’ material
• What advisors stand to gain by evolving their marketing strategies over time, adapting to changes, and maintaining a collaborative effort with their marketing teams
• A reminder that marketing (like the journey of a sloth) should be a slow, steady, and strategic process aimed at long-term success
• And more

Resources:

• PodRocket Influence Academy (Enroll for FREE)
• Membership: Savvy AdvisorTM (Enroll for FREE)

Connect With Kalli Fedusenko:

• LinkedIn: Kalli Fedusenko
• Website: The Kalli Collective
• Twitter/X: @KalliCollective
• Facebook: Kalli Collective

Connect With ProudMouth:

• Thinking about starting your own podcast? Book a call with our Influence Engineers to learn about our done-with-you service
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Our Guest:

Leveraging her extensive experience in the financial sector to revolutionize digital marketing for advisors, Kalli Fedusenko captivates audiences with her engaging talks. Known for her practical insights and relatable style, Kalli’s expertise helps financial advisors build genuine connections and grow their businesses. Whether speaking, writing, or consulting, Kalli’s mission is to simplify marketing and inspire action.

Over 10 years of experience in the financial planning industry, a former position as Digital Marketing Coach For The FPA, and being formerly licensed with the series 7 & 63 provides Kalli an insight and understanding into your practice and objectives. She specializes in brand strategy, web content strategy, video content planning, and more. This powerful combination of creativity and strategy makes Kalli the perfect guide to give your brand a voice.

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How do you truly stand out in a crowded and competitive industry?

In this episode of the Top Advisor Marketing Podcast, host Matt Halloran interviews Shana Sissel, the “Queen of Alternatives” and CEO of Banríon Capital Management. She opens up about the challenges she has faced as a successful woman in a male-dominated industry, sharing how she has turned negative feedback into a powerful message of empowerment. Her story is a testament to the importance of staying true to who you are, particularly for women in finance who often feel pressured to conform.

This conversation also explores the importance of offering differentiated investment opportunities to clients. Shana emphasizes the value of alternative investments in helping advisors stand out and connect with clients on a much deeper level.

Matt and Shana discuss:

• Building a brand around adversity
• The awesome power of authenticity
• The opportunity that alternative investments provide to connect with clients in a meaningful way
• How Banríon Capital Management helps financial advisors stand out
• Why helping people invest in a way that aligns with their interests, passions, and values is a massive difference-maker
• And more

Resources:

• PodRocket Influence Academy (Enroll for FREE)
• Conference: Wealth Management Edge
• Website: Barron’s
• Service: Mammoth Technology
• Service: Canoe
• Service: Orion Advisor Solutions
• Service: Black Diamond Wealth Platform
• Service: Addepar Platform
• Service: Tamarac Technology Solution for RIAs
• Service: Meriwether Group Capital

Connect With Shana Sissel:

• LinkedIn: Shana Sissel
• Website: Banríon Capital Management
• Website: Shana Orczyk Sissel
• Twitter/X: @shanas621
• Instagram: @finance_queen2020

Connect With ProudMouth:

• Thinking about starting your own podcast? Book a call with our Influence Engineers to learn about our done-with-you service
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Our Guest:

Shana Orczyk Sissel, CEO of Banríon Capital Management, guides independent advisors through alternative investing, focusing on education, platform development, and due diligence. She played a pivotal role in launching Armada ETF Advisors and their first product, the Home Appreciation U.S. REIT ETF (HAUS). With over two decades of investment management experience, Shana has held leadership roles at Cope Corrales and Spotlight Asset Group. Known as the “Queen of Alternatives,” she frequently appears on CNBC, Bloomberg, and Fox Business. Shana holds a BS from UMass Amherst, an MBA from Bentley University, and the CAIA designation.

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You’ve heard the advice a hundred times before, but knowing what to do is not the same as knowing how to do it.

So, how can you effectively leverage niche marketing and personal branding to grow your financial services firm and establish credibility with clients?

In this episode, Matt Halloran is joined by Billy Peterson — president of Peterson Wealth Services, Inc. — to break down his successful transition from professional jockey to sought-after financial advisor. He also shares the challenges and rewards of writing and publishing two books, which significantly boosted his credibility and attracted new clients.

Billy’s story is proof that with the right mindset and strategy, you can turn any passion into a powerful, influence-building brand.

Billy and Matt discuss:

• The strategies and mindset that powered his transition from jockey to advisor
• The connection between positive thinking and success
• The importance of persistence and adaptability
• How to harness a multi-faceted approach to your marketing
• Broader themes of personal and professional growth
• And more

Resources:

• PodRocket Influence Academy (Enroll for FREE)
• Book: Harnessing Your Wealth by Billy Peterson
• Book: From the Starting Gate by Billy Peterson
• Podcast: Harnessing Your Wealth with Billy Peterson
• Service: Scribe Media (Publishing Services)
• Book: The Scribe Method: The Best Way to Write and Publish Your Non-Fiction Book

Connect With Billy Peterson:

• LinkedIn: Billy Peterson
• Website: Peterson Wealth Services
• Facebook: Peterson Wealth Services
• Instagram: Peterson Wealth Services

Connect With ProudMouth:

• Thinking about starting your own podcast? Book a call with our Influence Engineers to learn about our done-with-you service
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Our Guest:

After more than 10 years as a winning quarter-horse jockey, Billy made the decision to pursue a brand new challenge: helping investors meet and exceed their short and long-term financial objectives. As a financial planner, he works to connect with his clients professionally and personally.

A graduate of the University of Texas at El Paso, Billy holds a Bachelor of Arts in business administration and finance. He has continued his education throughout his career. Billy’s financial services career began in 1996 in Long Beach, California, where he served as a senior vice president of investments with PaineWebber. He went on to serve as a senior vice president of wealth management with Morgan Stanley Smith Barney before pursuing independence in 2009 by opening his own financial services company, Peterson Wealth Services, Inc.

Billy is a native of Morgan, Utah, where he currently resides with his wife, Heather, and their five children, Cade, Karly, Brig, Kaiya and Berkley. Outside the office, he enjoys trail running, hunting, fishing, and raising and racing horses.

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Do you want to turn your podcast appearances into more business wins?

You shouldn’t have to guess your way to success. Get insider tips on how to strategically attract your dream clients and grow your influence with guesting.

In this episode, Matt Halloran talks to Tom Schwab — co-founder of Interview Valet — about how to leverage podcast guesting as a powerful marketing strategy. They discuss how to approach podcasting with the right mindset and land interviews that actually move the needle for your business.

Tom and Matt discuss:

• How to choose the right podcast for you
• The #1 mistake advisors make when pitching themselves to podcasts (and how to avoid it!)
• Ways to ensure a successful guest appearance
• The awesome power of storytelling and the need for a clear call-to-action (with examples!)
• When it might not work: Discover who might not benefit from this strategy, and why
• And more

Resources:

• PodRocket Influence Academy (Enroll for FREE)
• Book: Podcast Guest Profits: Grow Your Business with a Targeted Interview Strategy
• Expert: Dr. Robert Cialdini
• Book: Influence: The Psychology of Persuasion
• Podcast: Nice Guys on Business
• Website: Craig Cody & Company, Inc.

Connect With Tom Schwab:

• LinkedIn: Tom Schwab
• Website: Interview Valet
• Landing Page: Interview Valet/TopAdvisor
• Twitter/X: @IAmTomSchwab

Connect With ProudMouth:

• Thinking about starting your own podcast? Book a call with our Influence Engineers to learn about our done-with-you service
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Our Guest:

Tom Schwab believes you are not One Funnel Away but One Conversation Away. That’s been his experience over the last decade as the Founder of

Interview Valet and a pioneer in leveraging targeted podcast interviews as a powerful marketing channel. Working with over 1500 clients including Fortune 500 companies, top professional services, and high-level coaches and Consultants.

Tom’s been called the Godfather of Podcast Interview Marketing. His book, The Podcast Guest Profits: How To Grow Your Business With A Targeted Interview Strategy has been called the bible of podcast guesting. He routinely speaks at top business conferences about how to turn their listeners into your clients.

As an engineer, Navy Veteran, and Nuclear Propulsion Plant Operator, Tom thinks differently than most. He has a refreshing new view on marketing in 2024 and how you can move beyond fighting to break through the noise and finally get heard by your ideal clients.

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Thinking about transitioning to a new broker-dealer or becoming fully independent? You’re not alone. Financial services is an industry constantly on the move.

But what exactly do you need to consider and do?

In this episode, Matt Halloran welcomes Abby Salameh — Chief Growth Officer at RFG Advisory — to explore the support RFG provides to advisors transitioning to their platform. This includes financial analysis and projections, branding and marketing assistance, and a dedicated team to manage the transition process, ensuring a smooth move for both advisors and their clients.

Matt and Abby discuss:

• The most common reasons why advisors want to switch broker-dealers
• The unique aspects that make RFG Advisory stand out from the crowd
• The challenges and legal complexities of making a move
• How a client communication strategy can make or break a move
• Why due diligence is an important but often overlooked step
• Questions to consider before signing on the dotted line (especially with aggregators)
• And more

Resources:

• PodRocket Influence Academy (Enroll for FREE)
• Service: RFG Talent

Connect With Abby Salameh:

• LinkedIn: Abby Salameh
• Website: RFG Advisory
• Twitter/X: @AbbySalameh

Connect With ProudMouth:

• Thinking about starting your own podcast? Book a call with our Influence Engineers to learn about our done-with-you service
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Our Guest:

Abby Salameh is a seasoned C-suite executive with extensive expertise in expanding financial advisory, alternative investment, fintech, and financial services organizations, particularly those undergoing transformation.

As the Chief Growth Officer at RFG Advisory, Abby draws on a distinguished career, having held CMO positions at top RIAs like Private Advisor Group and Hightower Advisors, as well as alts platform CAIS.

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To beat the market, you’ve got to buy and hold.

To win at marketing… you need to do the same thing.

Marketing, like investing, should be approached with a long-term perspective, focusing on building “marketing equity” through consistent efforts that compound over time. It is NOT a quick fix.

In this special replay episode, Matt Halloran and Kirk Lowe turn the tables. They show you how to take your own advice as an advisor: start early for compounded results, diversify, have a well defined plan, and defer to the experts for advice.

Matt and Kirk discuss:

• How to build marketing equity that creates Marketing Momentum over time
• The five key “Returns on Influence”
• How diversification in marketing creates greater value for your audience
• Every reason to work with a marketing specialist (vs. generalist)
• The dangers of falling behind on sharing your thought leadership
• And much more

Resources:

• PodRocket Influence Academy (Enroll for FREE)
• Get your free Influence Scorecard
• Bill Cates (Referral Coach)
• Lazetta Rainey Braxton
• Jacqueline Campbell

Connect With ProudMouth:

• Thinking about starting your own podcast? Book a call with our Influence Engineers to learn about our done-with-you service
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

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Pop quiz: Can advisors use client testimonials and online reviews as marketing tools while remaining compliant with SEC regulations?

In this episode, Matt Halloran is joined by Whit Lanier — co-founder of Amplify Reviews — to talk about the regulations surrounding testimonials and how advisors can leverage them compliantly. Discover why client testimonials are no longer a “nice-to-have,” but a “must-have” to stay competitive in the digital age.

Whit and Matt discuss:

• Why ‘social proof’ should be a priority for you
• The benefits of Amplify Reviews’ closed-loop system
• Changes in the regulatory landscape surrounding testimonials and reviews
• How a few negative reviews can actually boost your chances of success
• The advantages of reviews on your website vs your Google profile
• How you can capture and manage compliant reviews
• And more

“The best way to deal with either bad reviews or not having as many as you want is to try and drown them in good reviews.” ~Whit Lanier

Resources:

• PodRocket Influence Academy (Enroll for FREE)
• LinkedIn: Sheryl Hickerson
• Podcast: Building a More Inclusive Financial Services Industry With Sheryl Hickerson (Ep. 457)
• Website: Barron’s Lists

Connect With Whit Lanier:

• LinkedIn: Whit Lanier
• Website: Amplify Reviews
• Twitter/X: @vwhitson

Connect With ProudMouth:

• Thinking about starting your own podcast? Book a call with our Influence Engineers to learn about our done-with-you service
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Our Guest:

Whit Lanier is the CEO and co-founder of Amplify Reviews, helping financial advisors manage online reviews. A serial entrepreneur, his previous startup became a leading healthcare technology vendor, processing over 60 million patient reviews for major health systems.

Whit’s career includes roles in management consulting, marketing, and executive management. He holds degrees from Vanderbilt University and Kellogg School of Management. Outside work, Whit plays bass in a local band, holds a black belt in Brazilian Jiu Jitsu, and enjoys family life with his wife, three daughters, and a mini-goldendoodle.

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Quick question: Can having a seemingly unrelated “hobby” podcast actually benefit your financial services practice?

Quick answer: You bet it can!

In this episode, Matt Halloran talks to DeAndre Coke, a financial advisor who shares how his travel podcast, Revolutionizing Your Journey — though not directly related to finance — attracts clients who resonate with his lifestyle and want his guidance in both travel and financial planning. Hear DeAndre’s experiences and get inspired to turn your passions — and unapologetic self — into your biggest differentiator.

DeAndre and Matt discuss:

• How openly embracing a passion like travel, and the lifestyle it affords, can attract clients
• How being transparent with his own financial planning and saving strategies builds trust with clients
• Practical tips on content creation and idea generation
• Why leveraging existing networks is the secret to a steady supply of podcast guests
• And more

Resources:

• PodRocket Influence Academy (Enroll for FREE)
• Podcast: Revolutionizing Your Journey
• AMEX Travel Portal
• Podcast: Take This Red Pill to Exit the Rat Race With Jerome Myers (Ep. 319)

Connect With DeAndre Coke:

• LinkedIn: DeAndre Coke
• Website: Truicity Wealth Management
• Instagram: @BoldlyGo.World
• YouTube: BoldlyGo.World
• Website: Boldly Go
• Twitter/X: @DeAndreCoke

Connect With ProudMouth:

• Thinking about starting your own podcast? Book a call with our Influence Engineers to learn about our done-with-you service
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Our Guest:

DeAndre Coke is the Founder and CEO of Truicity Wealth Management, overseeing a nationwide planning practice that spans over 45 states. His team specializes in serving established families, our military, corporate executives, and individuals approaching retirement. Recognized for his achievements early on, DeAndre was named one of the Top Forty Under 40 by Inside Business at age 25 in 2015. In 2016, Coastal Virginia Magazine honored him as a “Millennial on the Move,” and in 2017, at just 27, he became one of the youngest advisors in his region to qualify for the Million Dollar Round Table, an elite association of the top 1% of financial professionals worldwide. In 2023, Forbes ranked him as one of Virginia’s “Best-In-State Financial Security Professionals.”

Born and raised in Chesapeake, DeAndre now resides by the beach in Norfolk, Virginia. Committed to making a positive impact in his community, he serves on several boards, including as Chairman of the Board of Directors for the Boys & Girls Club of Southeast Virginia and as a board member for St. Mary’s Home, Guys Doing Good, and GenZoo, the young professionals’ group at the Virginia Zoo. In his free time, DeAndre enjoys snowboarding, CrossFit, and traveling the world with his fiancée, Taryn, aiming to embark on a new adventure each month.

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Podcasting: to outsource, or not to outsource. That is the question.

And Matt Halloran and Kirk Lowe have the answer! From content creation and editing to marketing strategies and a complete cost-benefit analysis, they uncover every aspect you need to consider. Whether you’re debating between creating your own content or using ready-made solutions, or trying to navigate the costs and benefits of outsourcing, our dynamic duo leaves no mic unturned to help you decide which way to go.

Matt and Kirk discuss:

• The pros and cons of DIY content creation versus canned solutions
• Budgeting insights for hiring podcast production services
• Fast tips for quickly generating 24 engaging podcast topics
• Expected outcomes of outsourcing versus managing production in-house
• Strategies for leveraging your podcast to sustain long-term marketing success
• And more

Resources:

• PodRocket Influence Academy (Enroll for FREE)
• Snappy Kraken
• WordPress
• Fiverr
• Upwork
• Vimeo
• The Top Advisor Podcast With Bill Cates

Connect With ProudMouth:

• Thinking about starting your own podcast? Book a call with our Influence Engineers to learn about our done-with-you service
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: Kirk Lowe
• Twitter: Kirk Lowe
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Our Guest:

After decades spent helping build and market successful financial services brands, Kirk Lowe recognized the increasing role and importance of influence in the rapidly expanding Expertise Economy. Successful financial advisors harnessing the power of podcasting, video, social media and progressively building their influence were attracting clients rather than having to chase them.

Kirk’s ‘ah-ha’ moment—that influence is essential for professional experts—led to his co-founding of ProudMouth, an influence accelerator dedicated entirely to liberating financial experts and advisors from the tyranny of sales by giving them the means and methods to become recognized, in-demand authorities.

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Be your own loud. The non-negotiable you.

In this episode of the Top Advisor Marketing Podcast, Matt Halloran talks with Angie Wisdom — Master Certified Coach, People Developer & Business Builder — about how advisors can embrace their authentic selves to achieve greater business success. From rewiring negative thought patterns to pinpointing your values, she shares practical steps to help you become your “non-negotiable you.”

Matt and Angie discuss:

• How to find the non-negotiable you
• The #1 reason stopping people from being fully authentic
• The top three ways to be self-aware
• The shocking truth about self-awareness
• And more

Resources:

• PodRocket Influence Academy (Enroll for FREE)
• Podcast: Sharing Wisdom
• Book: The Non-Negotiable You by Angie Wisdom
• Tool: The Enneagram Institute (Personality Assessment)
• Tool: Strengths Finder

Connect With Angie Wisdom:

• LinkedIn: Angie Wisdom
• Website: Angie Wisdom
• YouTube: Angie Wisdom
• Facebook: Angie Wisdom, Life Coach

Connect With ProudMouth:

• Thinking about starting your own podcast? Book a call with our Influence Engineers to learn about our done-with-you service
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Our Guest:

Angie Wisdom is an acclaimed thought leader, coach, and author dedicated to empowering individuals on their journey of personal growth. As an ICF Master Certified Coach and co-owner of a Global Alternative Investment Firm, Angie brings a unique perspective to her transformative teachings. Drawing upon her expertise and client experiences, she offers profound insights and actionable strategies to help people unlock their true potential.

Throughout her successful career in coaching and consulting, Angie has guided countless individuals and businesses toward financial empowerment and professional success. Her extensive experience in the corporate world has equipped her with a deep understanding of the challenges business owners and executives face in their pursuit of fulfillment and financial well-being.

Angie is a member of The Female Founder Collective, Executive Coaches of Orange County, International Coaching Federation, and a contributor to The Forbes Coaching Council.

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Is it possible to experience exponential growth and still prioritize joy, freedom, and impact?

In this episode, Matt Halloran welcomes Stephanie Bogan – founder of one of the top coaching programs for financial services professionals in North America – to uncover strategies for achieving significant growth in your practice. Stephanie shares her expertise on “scaling growth,” a concept that extends beyond mere revenue generation to encompass enhanced income, profits, and value delivered to clients, while simultaneously prioritizing personal fulfillment for the advisor.

Matt and Stephanie discuss:

• The nine “success shifts,” including mindset and leadership
• Why you should get uncomfortable
• The paramount importance of clarity, confidence, and a willingness to step outside of one’s comfort zone
• The four growth inhibitors
• Why scaling up doesn’t have to mean you water down your services
• Where is the biggest opportunity for advisors to scale their success without a bunch of growth work (hint: right-sizing)?
• And more

🎉 Our ProudMouth PodBlast Collection is here! Visit our store today!

Resources:

• PodRocket Influence Academy (Enroll for FREE)
• Website: Genworth
• Program: Limitless Lifestyle
• Newsletter: Monday Mojo

Connect With Stephanie Bogan:

• LinkedIn: Stephanie Bogan
• Website: Limitless
• Twitter/X: @Steph_Bogan

Connect With ProudMouth:

• Thinking about starting your own podcast? Book a call with our Influence Engineers to learn about our done-with-you service
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter/X: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter/X: ProudMouth
• YouTube: ProudMouth

About Our Guest:

In her 25-year career, Stephanie Bogan has consulted and coached top firms, thought leaders, and C-suite leaders to greater success. A regular speaker and writer, Stephanie authored The Power of Practice Management (Bloomberg Press), has written for every major publication, including a past column for Financial Planning magazine, and continues to write the Limitless Adviser column for Investment News.

She is also a regular contributor to Financial Advisor, Kitces.com, and Advisor Perspectives. Stephanie works 25 hours a week from the beaches of Costa Rica and slopes of Park City.

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You know you need a content strategy. But where do you begin?

In this episode of the Top Advisor Marketing Podcast, host Matt Halloran talks with marketing expert Hillary Gale Meehan about her distinctive approach to content marketing for financial advisors. Hillary’s strategy centers on understanding the needs and preferences of your ideal clients. In this conversation, discover why she advocates for beginning with a client survey to gather valuable data on content consumption habits, financial concerns, and what they value in a financial advisor.

Matt and Hillary discuss:

• How to create an ideal client profile and develop a targeted content strategy that resonates with your audience
• The importance of building an owned audience through email lists
• How to use social media to drive potential clients to valuable resources, such as ebooks and webinars
• The power of having a structured marketing funnel that nurtures leads through a series of trust-building steps
• Why overwhelming potential clients with a premature request for a significant commitment is the kiss of death
• And more

🎉 Our ProudMouth PodBlast Collection is here! Visit our store today!

Resources:

• PodRocket Influence Academy (Enroll for FREE)
• Tool: Absolute Engagement
• Tool: Practice Intel
• Article: Financial Advisor Marketing: How to Create a Voice of Customer Survey by Hillary Gale
• Podcast: The Finance Marketing Podcast
• E-book: “What the [HACK] Are You Thinking” by Mark Hansen
• Top Advisor Marketing Podcast: Start a Podcast To Become the Go-To Advisor in Your Niche With Mark Hansen (Ep. 468)

Connect With Hillary Gale Meehan:

• LinkedIn: Hillary Gale
• Website: Moneta Copy
• Email: hillary@monetacopy.com

Connect With ProudMouth:

• Thinking about starting your own podcast? Book a call with our Influence Engineers to learn about our done-with-you service
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Our Guest:

Hillary Gale Meehan, founder and CEO of Moneta Copy, is a content strategist and copywriter for financial services professionals. She has been featured in MarketWatch, Wealthtender, and Clever Girl Finance, and is the host of The Finance Marketing Podcast, a show that spotlights in-depth conversations on marketing with financial professionals and finance marketing experts.

You can catch her on LinkedIn most weekdays sharing marketing insights and ideas specifically for financial services pros.

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Are the ultra-wealthy just like the rest of us? Depends on whom you ask.

How can financial advisors better serve their clients by addressing the human element of wealth, particularly within ultra-high-net-worth families? They listen to Tim Volk.

In this special Pride Month episode, Matt Halloran is joined by Tim Volk – host of The Rainbow Bull podcast, and a financial consultant with experience working with ultra-high-net-worth families – to discuss helping them navigate the human side of wealth, including intergenerational wealth transfer and family dynamics.

While affluent families often encounter similar problems to other families, the stakes are typically higher, and the dynamics more complex. This is where Tim’s expertise lies — he facilitates crucial conversations within families, addressing sensitive topics that many shy away from, including inheritance concerns stemming from differing lifestyles, religious beliefs, addiction, and mental health challenges.

Tim discusses:

• The often overlooked human element in wealth management, such as family dynamics, communication challenges, and sensitive topics like addiction and estrangement that impact financial well-being
• How his consulting practice helps advisors navigate these sensitive conversations and provide additional support to clients beyond traditional financial planning
• The significance of storytelling in understanding family history, values, and dynamics, which can be crucial in wealth transitions and legacy planning
• The importance of advisors being equipped to handle sensitive conversations around LGBTQ+ issues and inclusion, promoting acceptance and understanding to support all families
• And more

🎉Our ProudMouth PodBlast Collection is here! Visit our store today!

Resources:

• PodRocket Influence Academy (Enroll for FREE)
• Podcast: The Rainbow Bull

Connect With Tim Volk:

• LinkedIn: Tim Volk
• Website: T. Volk & Company

Connect With ProudMouth:

• Thinking about starting your own podcast? Book a call with our Influence Engineers to learn about our done-with-you service
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Our Guest:

Tim Volk – an entrepreneurial professional with a robust network and exceptional interpersonal skills – excels in wealth management, real estate, mortgage banking, and insurance. As the Founder and Principal of T.Volk & Company, he specializes in advising families and their consultants on wealth-related human issues.

Tim also founded Teton Tack & Feed, an award-winning real estate development firm, and led Axiom Insurance Solutions, enhancing client services and establishing a new RIA practice. His strategic expansions at BMO Harris myCFO and PNC Bank earned him top accolades.

Tim’s community involvement spans over 25 years with numerous non-profit boards. He holds a CFP designation, an MBA from Lesley University, and a Bachelor’s in Finance from Oregon State University. Tim and his husband reside in Chicago.

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Financial services is a competitive industry. We all know that. But here’s the thing: there are many seats at the table.

Amazing things can happen for your business when you collaborate with other professionals (think CPAs and estate planning attorneys).

If you want tips on choosing the right partners and keeping all parties accountable, keep reading!

In this episode of the Top Advisor Marketing Podcast, Matt Halloran talks partnerships with Dana L. Wilson, Founder and CEO of CHIP — an organization leading the way in cross-industry networking and collaboration among finserv professionals. Dana unpacks the power of strategic partnerships and ways to maintain a positive and productive relationship with your partners. If you’ve ever considered partnering, this episode is your blueprint for success.

Matt and Dana discuss:

• A radically refreshing way to view your so-called “competition” in finserv
• Dana’s thought process when selecting potential partners
• Practical tips for effective communication and setting partnership expectations
• Why transparency and honesty matter in professional collaborations (and what that looks like)
• An insider glimpse at CHIP’s latest developments
• And more

“Every person you meet can be someone that you learn from.

They don’t always have to be competition. ”

• Dana L. Wilson

🎉Our ProudMouth PodBlast Collection is here! Visit our store today!

Resources:

• PodRocket Influence Academy (Enroll for FREE)

Connect With Dana Disrupts:

• Dana Wilson
• Dana Disrupts
• CHIP

Connect with ProudMouth:

• Thinking about starting your own podcast? Book a call with us to learn about our done-with-you service
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Our Guest:

Dana L. Wilson has over fifteen years of experience in the financial services industry and is the Founder and CEO of CHIP (Changing How Individuals Prosper). CHIP is a financial services marketplace that makes finding financial professionals of color easy.

In 2021, Investment News recognized her as a “See It Be It Role Model” for her diversity, equity, and inclusion work. She also received two company awards in 2021 from Think Advisor for her work in diversity and inclusion and thought leadership. She was named “One To Watch” in Fintech from Money 20/20 and was awarded as a 2021 Trailblazer from Black Women In Media. Dana graduated from North Carolina Central University and received her Bachelor of Business Administration (BBA) with a concentration in Marketing and a 2023 Investment News Women To Watch Finalist.

Dana also holds an MBA from Penn State University’s Smeal School of Business, where she focused on strategic leadership and corporate innovation. She has worked at large, mid-sized, and independent financial firms. These firms include SunTrust Bank, SunTrust Investment Services, State Farm, Merrill Lynch, and Cabot Lodge Securities. Dana then started an independent financial advisory practice before joining Manhattan Wealth Management in New York City. She was a previous Start-Up Coach teaching Business Planning, Sales, and Marketing for Apps Without Code (AWC), a no-code boot camp program for entrepreneurs to build and scale their apps.

Dana provides access to historically excluded and underrepresented financial and legal professionals. She hosts “The Included Series Podcast,” where she works to normalize the conversation around money as her guests share their financial journey. She has participated in numerous panels, symposiums, and events for community organizations and HBCUs.

Dana is providing more than education; she’s giving access, visibility, and resources to underserved individuals and families. She mentors other women and start-ups and is always willing and able to collaborate with other professionals to achieve a common goal. In addition, she’s currently training for the 2024 NYC marathon and is an avid reader, proud pet parent, and member of Delta Sigma Theta Sorority Inc.

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Many advisors start strong with their marketing but then struggle to keep the momentum going.

With podcasting, it starts with missing one episode. Then, a couple more. Finally, the podcast comes to a complete standstill — aka podfade.

The good news is that podfade is preventable! Listen as Matt Halloran and Kirk Lowe share three proven ways to keep your podcast releasing consistently. A lot of their insights can also be applied directly to other areas of your content marketing, so you can successfully build momentum and authority.

Matt and Kirk discuss:

• Key lessons from having produced 7500+ podcast episodes to date
• How to set effective podcast goals from the get-go (with examples)
• Topics for your first 12 episodes
• Strategies to avoid burnout for both yourself and your marketing team
• How to leverage our new ProudMouth PodBlast Collection to conquer podfade
• And more

“When you stop releasing episodes without any warning to your audience, it’s like starting all over again. It’s a hit to your credibility.” ~ Kirk Lowe

🎉Our ProudMouth PodBlast Collection is here! Visit our store today!

Resources:

• PodRocket Influence Academy (Enroll for FREE)
• Podcast: How To Break Free From the Start-and-Stop Marketing Cycle With Kirk Lowe (Ep. 443)
• Book: “Atomic Habits: An Easy and Proven Way to Build Good Habits and Break Bad Ones” by James Clear

Connect With ProudMouth:

• Thinking about starting your own podcast? Book a call with us to learn about our done-with-you service
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: Kirk Lowe
• Twitter: Kirk Lowe
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

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You may see some advisors creating amazing content and think, “Ugh, I’ll never get there.” Or maybe you believe you can get there one day, but procrastination always gets in the way.

Either way, the problem seems to be getting started.

In this episode, Matt Halloran speaks with Jorrell Bland, Associate Wealth Advisor at Mitlin Financial, Inc., about how he felt stuck in a rut before taking a bold step and finally putting himself out there. Jorrell then reflects on how his relationships as an advisor have improved after increasing his presence on social media and podcasts.

Matt and Jorrell discuss:

• The mindset shift that propels advisors from hesitation to action
• Practical advice to help you feel more confident and come out of your shell
• How sharing your personal journey (both wins and losses!) helps clients relate to you on a deeper level
• What kind of marketing shows the human side of being an advisor
• And more

“Just get started and you’ll get there. Don’t look at anybody else; just run your own race. It’s you versus you.” ~ Jorrell Bland

🎉Our ProudMouth PodBlast Collection is here! Visit our store today!

Resources:

• PodRocket Influence Academy (Enroll for FREE)
• Podcast: No BS Wealth – From Harlem to CFP: Jorell Bland’s Journey Through Financial Planning
• Podcast: Mitlin Money Mindset
• Book: Financial Planning Made Personal

Connect With Jorrell Bland:

• LinkedIn: Jorrell Bland
• X (Twitter): Jorrell Bland
• Mitlin Financial, Inc.

Connect With ProudMouth:

• Thinking about starting your own podcast? Book a call with us to learn about our done-with-you service
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Our Guest:

As an Associate Wealth Advisor at Mitlin Financial, Jorrell builds relationships, leads client meetings, and works toward ensuring that the families he serves have a safe space to discuss finances, which is taboo for many. Jorrell strives to provide them with the highest level of service and give them the advice and guidance needed to find their freedom.

Jorrell started his journey in financial services at West Virginia University, where he received a Bachelor of Science degree in Finance and became the first one in his family to earn a college degree. West Virginia is also where he found his passion for working with Athletes. Jorrell played football for the Mountaineers during his freshman year, and it helped him understand the dedication, commitment, and resiliency it takes to play at a high level. It also opened his eyes to the fact that many athletes will not go pro in their sport but he still brings the same winning mindset and has made it his mission to help athletes turn their winning mindset into financial freedom.

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Let’s say your clients are ecstatic to be working with you. They’re so fired up about the problems you’re helping them solve, that they’re telling their neighbors, colleagues, and friends about you.

But that’s where it stops. Very few, if any, of these people reach out. How can you move them from neutral to drive?

In this episode, Matt Halloran interviews Mark Hansen, a financial advisor at Second Comma and host of The Quiet Part, about his podcasting experience and how it has helped him build relationships with ideal clients on their own terms. Mark also shares why, after a comprehensive search, he decided to work with ProudMouth and has found his “wildest dreams being exceeded.”

Matt and Mark discuss:

• What it means to “be your own loud, not somebody else’s mumble”
• Why podcasting is an excellent medium to educate clients and prospects
• Mark’s journey with ProudMouth from onboarding to launch and beyond
• Why Mark loves to leave bloopers in his podcast
• Standing out in a crowded market (especially in front of next-gen clients)
• And more

“I needed to be able to educate people without requiring them to get on a phone call or Zoom or come to a webinar. I needed it to be easy to share. A podcast fits the bill.” ~ Mark Hansen

Resources:

• PodRocket Influence Academy (Enroll for FREE)
• Podcast: The Quiet Part
• E-book: What The [HACK] Are You Thinking?

Connect With Mark Hansen:

• Mark@second-comma.com
• LinkedIn: Mark Hansen
• Second Comma

Connect With ProudMouth:

• Thinking about starting your own podcast? Book a call with our Influence Engineers to learn about our done-with-you service
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Our Guest:

Mark Hansen is a financial advisor at Second Comma, the company founded to help people in their 30s spend the next 30 years preparing for their last 30. Mark believes in educating and empowering people to make informed financial decisions. He understands every financial situation is unique and tailors his strategies to align with his clients’ specific goals, preferences, and values. Prior to financial planning, Mark was fired from being a car salesman, let go from a bankrupt wine company, and then spent two years helping to transition Snapple out of glass bottles and into plastic. Tired of bosses who wouldn’t let him prioritize his family, Mark left the corporate world to answer a calling to make a difference.

Now, Mark has an unwavering commitment to both your family and your financial well-being. Alongside Second Comma, Mark has a podcast called ‘The Quiet Part’ which is dedicated to taking those quiet little thoughts (that you try to keep buried down deep) and bringing them them to light in educational pieces and interviews.

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Financial advisors offer many of the same products and services. So what sets one apart from another?

In this episode, Matt Halloran chats with Josh Passler, also known as The Fin Artist. Josh has a unique story, having transitioned from being an advisor himself to becoming a sought-after branding and design expert in the industry. Now he’s sharing his talents to uncover how your audience’s brain processes a really good brand — and why that should matter to growth-minded advisors. Plus, he unpacks how to design a brand that brings out your unique you-ness.

Matt and Josh discuss:

• How to handle a bad branding idea
• The difference between a refresh and a rebrand
• The importance of identifying your “north star”
• Resources for self-discovery, such as books by Sally Hogshead, to help advisors better understand their brand’s essence
• And more

“With brands, you feel that emotional connection. And that’s really what a brand is. A brand isn’t just a logo that you see on a billboard, right? It’s the feeling that you get when you actually see it. That’s the brand, that’s the meaning behind the brand.” ~Josh Passler

Resources:

• PodRocket Influence Academy (Enroll for FREE)
• Twitter: FinTwit Community
• Resource: The Brand Archetypes
• Expert: Sally Hogshead

Connect With Josh Passler:

• LinkedIn: Josh Passler
• Twitter: Josh Passler
• Website: The FinArtist

Connect With ProudMouth:

• Thinking about starting your own podcast? Book a call with our Influence Engineers to learn about our done-with-you service
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Our Guest:

While working in a DBA alongside other financial advisors, Josh Passler took charge of designing business cards, brand guidelines, client illustrations, and all other creative aspects. He initiated the creation of art pieces tailored for financial planners active on Twitter, driven by a vision to craft educational content for advisors seeking to simplify client education. From these beginnings, FinArt emerged.

During its inaugural year, FinArt undertook the task of crafting a brand identity for a nascent financial planning firm, an endeavor that sparked immediate enthusiasm. Over the subsequent two years, FinArt has undergone evolution, with its primary emphasis shifting towards brand identity.

Josh Passler and FinArt are dedicated to delivering top-tier, uniform design solutions across all facets of your business.

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Can anyone launch and leverage a podcast for business growth, influence, and authority?

In this episode, host Matt Halloran welcomes Jane Mepham — founder of Elgon Financial Advisors — to discuss her unique journey into podcasting and her experience with the PodRocket Influence Academy.

Jane shares how her co-hosted podcast, The International Money Cafe Podcast, evolved from her online collaboration with Manasa Nadig, focusing on cross-border taxes and finances for foreign-born families. Throughout the conversation, Jane shares insights into their podcasting experience, from initial challenges to ongoing improvements. She unpacks the benefits of the PodRocket Influence Academy, particularly the snappy, actionable courses that helped them navigate the technical aspects of podcasting and refine their content strategy.

Matt and Jane discuss:

• The importance of nailing your niche
• Where to find a long list of podcast topics
• How to go from epiphany to planning to launch
• Why changing your mindset about other advisors being the “competition” is beneficial to everyone
• How the Academy served as both inspiration and educator
• The difference-maker that is authenticity and sincerity
• And more

“So we are building awareness and we are willing to be very patient based on what we see in the Academy. It’s going to be a while before we actually even get clients, but it’s been a great way for us to practice explaining the technical stuff that this group is actually facing.” ~ Jane Mepham

Resources:

• PodRocket Influence Academy (Enroll for FREE)
• Podcast: The International Money Café
• Podcast: How Andrew Hatherley Leveraged the PodRocket Influence Academy to Build COI Relationships (Ep. 441)
• Podcast: Proof That Niche Marketing Works: Picking One of the Most Specific Niches With Jane Mepham (Ep. 371)
• Conference: Shift ‘25
• Tool: Riverside

Connect With Jane Mepham:

• LinkedIn: Jane Mepham
• Twitter/X: Jane Mepham
• Website: Elgon Financial Advisors
• Facebook: Elgon Financial Advisors

Connect With ProudMouth:

• Thinking about starting your own podcast? Book a call with our Influence Engineers to learn about our done-with-you service
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Our Guest:

Jane Mepham, a CFP® guide and founder of Elgon Financial Advisors in Austin, Texas, empathizes deeply with the challenges of moving to a new country. Despite her tech expertise, she knows the fear of financial and immigration uncertainties. Now, she aids foreign-born families and work visa holders in achieving their American dreams. Co-hosting “The International Money Café Podcast” with Manasa Nadig, she offers guidance on cross-border taxes and finances. Partnering with institutions like Harvard Business School, she assists international students with visa-related financial queries. A frequent financial media contributor, Jane enjoys family time in Austin and competing on the tennis court and trails.

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Millennials and Gen Zs are often left wondering “Now what?” after receiving their first big paycheck or a windfall of money.

How can we empower younger generations to make confident and smart financial decisions?

In honor of Financial Literacy Month, we’re re-releasing this special conversation between Matt Halloran and Brian Ursu, president of Intentional Wealth Advisors and the author of the aptly titled book, “Now What? A Practical Guide to Figuring Out Your Financial Future.” Recognizing that many people, including younger generations, lack financial knowledge, this book bridges that gap with practical advice for readers of all ages dealing with fiscal change.

Brian talks about how he wrote the book, who it’s for, and how his clients are using this book as a lifeline for teaching adult kids about money. Brian also explains how family meetings can play a role in positioning you as a family advisor for your clients’ children.

Matt and Brian Discuss:

• Why adult children are more likely to take financial advice from a book rather than from their parents (sorry!)
• An easy script for introducing your children to your advisor as someone who can help
• How family advisors can impact their clients’ adult children’s financial literacy
• Ideas on how to organize productive family meetings
• Brian’s advice for advisors who want to maintain multigenerational relationships with their clients and their families
• And more!

“Millennials and Gen Z are such dynamic generations with so much promise. They’re going to do things differently than previous generations, but they’re not financially literate through no fault of their own. Nobody taught them this, and they need to be empowered to move forward.”

~Brian Ursu

Resources:

• PodRocket Influence Academy (Enroll for FREE)
• Book: “Now What? A Practical Guide to Figuring Out Your Financial Future” by Brian Ursu

Connect With Brian Ursu:

• Brian Ursu
• Intentional Wealth Advisors
• LinkedIn: Brian Ursu

Connect With ProudMouth:

• Do you want to podcast? Book a call with our Influence Engineers to get started!
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Our Guest:

Brian M. Ursu, CFP has helped clients meet their financial goals for more than 30 years. He has worked in large financial institutions, at a major wire-house brokerage firm, and now in his own wealth-management firm. His focus is on education as well as client service.

Brian is a certified financial planner (CFP) advising on investments, retirement plans, estate and tax planning, insurance, and legacy planning. Brian also holds a general securities license, a general securities principal license, life and health insurance licenses, and is registered in fourteen states.

He lives in Northern Lower Michigan near the bayside community of Traverse City. He and his wife of 30 years have raised five children, three of whom are now adults living independently. These three are the motivation for this book & his sharing of the lessons he learned about achieving financial security.

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Some advisor events are forgettable and yield no results, while others leave clients raving and referring. What’s the difference?

Successful events have a rock-solid plan.

Tune in to Matt Halloran’s conversation with Angela York and Elyse Stoner, co-founders of Event Advisors, to learn how to transform every event into memorable, impactful experiences that deepen your relationships — not only with your clients but also with their families and friends. From goal-setting to post-event follow-up…they cover it all!

Angela and Elyse discuss:

• The importance of aligning your events with your overall marketing strategy
• Crafting events that resonate with your ideal client
• Different events for different goals and purposes (hint: not every event needs to be educational)
• Why return on the moment (ROM) is a better metric for events than ROI
• Real examples of successful advisor events
• And more

“Event planning is not just calling a venue, booking a night of chicken dinner, and you’re on your way. It is setting the goals all the way to the follow-up. That is what’s different from what most people think event planning is. It’s building an event with the goal of nurturing your client relationships.”

~Angela York

“When we’re talking about events, it’s not about the advisor, or the wholesaler, or the broker-dealer. It’s about the attendee.”

~Elyse Stoner

Resources:

• PodRocket Influence Academy (Enroll for FREE)
• Event Advisors Emergency Kit Checklist
• Three Steps for Creating a 12-Month Custom Marketing Plan With Angela York (Ep. 372)
• Strategic Event Marketing: How To Find and Engage Ideal Clients With Elyse Stoner (Ep. 375)

Connect With Event Advisors:

• Hello@event-advisors.net
• Event Advisors
• LinkedIn: Angela York
• LinkedIn: Elyse Stoner
• LinkedIn: Event Advisors

Connect With ProudMouth:

• Do you want to podcast? Book a call with our Influence Engineers to get started!
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

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Have you ever been in a client meeting where you hesitated to say “I don’t know,” so you gave a half-baked answer that you wished you hadn’t?

In reality, being unsure can be a strength — when channeled effectively.

Learn how with Matt Halloran and guest Maggie Jackson, author of a new book, “Uncertain: The Wisdom and Wonder of Being Unsure.” They explore how embracing uncertainty can add a new layer of trust and connection to your client conversations and improve your learning, listening, and adaptability to change.

Matt and Maggie discuss:

• The science behind uncertainty and its benefits in decision-making
• How to effectively communicate uncertainty without compromising confidence (your words matter!)
• Simple ways to increase your tolerance for uncertainty and build resilience
• Re-defining the word “expert” to foster deeper client relationships
• And more

“First, uncertainty is a spur. It wakes you up. Think of it as good stress that’ll change your whole outlook on the world. Second, think of it as a space of possibilities.” ~Maggie Jackson

Resources:

• PodRocket Influence Academy (Enroll for FREE)
• Book: “Uncertain: The Wisdom and Wonder of Being Unsure” by Maggie Jackson

Connect With Maggie Jackson:

• LinkedIn: Maggie Jackson
• Website

Connect With ProudMouth:

• Do you want to podcast? Book a call with our Influence Engineers to get started!
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Our Guest:

Maggie Jackson is an award-winning author and journalist with a global reach. Her new book, Uncertain: The Wisdom and Wonder of Being Unsure, explores why we should seek not-knowing in times of flux. Nominated for a National Book Award and named to three “Best Books of 2023” lists, Uncertain has been lauded as “incisive and timely…triumphant” (Dan Pink), “surprising and practical” (Gretchen Rubin) and “remarkable and persuasive” (Library Journal). Jackson’s acclaimed previous book Distracted sparked a global conversation on the steep costs of fragmenting our attention. A former columnist for the Boston Globe, Maggie has written for The New York Times and many other publications worldwide. Her writings have been translated into multiple languages and are widely covered by the press. She lives in New York and Rhode Island.

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You know what marketing is, right? But what about the difference between foundational and growth marketing?

In this episode, Matt Halloran talks to John Wernz, a seasoned marketing expert in financial services. They reveal why knowing the difference is key to marketing success — and why doing foundational vs growth marketing in the right order can save your marketing budget. Spoiler alert: John recommends getting your foundational marketing right before pouring money into growth in order to maximize the leads you generate and ultimately close more business.

Matt and John discuss:

• The major differences between foundational and growth marketing
• How to quickly nurture and connect with leads
• The role of center of influence (COI) marketing in a thriving advisory practice
• And more

“But so many times, people skip foundational marketing. It drives me bananas. And you don’t have the social proof, and you don’t have the influence — people are going to go to your website, and they’re going to be like, ‘What? No, I’m not ready to work with you.’” – John Wernz

Resources:

• PodRocket Influence Academy (Enroll for FREE)
• Company: SmartAsset
• Company: Datalign Advisory
• Company: Zoe Financial
• Company: Wealth Enhancement Group
• Study: Fidelity Research

Connect With John Wernz:

• LinkedIn: John Wernz
• Twitter/X: John Wernz
• Website: Great Hill Partners

Connect With ProudMouth:

• Thinking about starting your own podcast? Book a call with our Influence Engineers to learn about our done-with-you service
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Our Guest:

John Wernz is an Entrepreneur-in-Residence at Great Hill Partners and a strategic advisor to growing FinTechs.

He believes in the power of scalable and measurable organic growth programs to enable financial services firms to have a greater impact.

For more than a decade, John served as the organic growth leader at Wealth Enhancement Group, one of the nation’s top RIA firms, driving the asset growth from less than $2B to more than $50B in assets in his tenure.

Today, he brings that expertise and practical know-how to growing financial services firms, and related early stage FinTechs, helping them achieve faster growth than they thought possible.

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We all love a good story. In fact, we’re hardwired for it.

But how can advisors use storytelling to create stronger connections, build trust, and more effectively guide their clients?

In this episode, Matt Halloran talks to guest John Bucher — a renowned story consultant — about the power of storytelling for advisors. Drawing from his first experience in working with a financial team, John dissects how they used storytelling — and story listening — to build trust and, ultimately, turn him into a fan. This is a conversation packed with examples and techniques you can use right away to break down barriers, even if you’re nervous about sharing your own stories.

Matt and John discuss:

• The three core elements that make a good story
• The intimate relationship between storytelling and persuasion
• The power of “why?”
• How advisors can break free from “presentation mode” and foster true collaboration with their clients
• And more

“There is evidence from the latest neuroscience research that what happens inside the brain when we encounter a story is similar to the activity we see in the brain when a human being solves problems. So when we encounter a story, what we’re actually doing is practicing solving problems.” ~John Bucher

Resources:

• PodRocket Influence Academy (Enroll for FREE)
• Podcast: Mythology (STORYTELLING) with John Bucher
• Podcast: Money Is Emotional with Christine Luken
• Newsletter: Telling a Better Story (Free ebook!)

Connect With John Bucher:

• LinkedIn: John Bucher
• Website: Telling a Better Story
• Instagram: John Bucher
• Twitter/X: John Bucher
• Facebook: John Bucher

Connect With ProudMouth:

• Thinking about starting your own podcast? Book a call with our Influence Engineers to learn about our done-with-you service
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Our Guest:

John Bucher is a story expert who has appeared in outlets ranging from the LA Times to the BBC to The History Channel. He has consulted for government and cultural leaders, as well as organizations such as HBO, DC Comics, Paramount Pictures, Nickelodeon, A24 Films, Atlas Obscura, and The John Maxwell Leadership Foundation. John has worked with New York Times Best Selling authors, YouTube influencers, Eisner winners, Emmy winners, Academy Award nominees and cast members from Saturday Night Live on using the power of story to reframe how individuals, organizations, cultures, and nations believe and behave.

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Are you struggling to get valuable referrals from your clients? Have you tried the power of introductions?

In this episode of the Top Advisor Marketing Podcast, Matt Halloran is joined by referral guru, Bill Cates — author of the new book, The Language of Referrals — for his FIFTH appearance on our show. Bill explains his powerful strategies, outlining the six key areas you need to master for referral success. Whether you’re a seasoned professional or new to the field, this conversation offers actionable insights to help you build a referral-based practice with integrity and confidence.

Matt and Bill discuss:

• The subtle difference between a “referral” and an “introduction”
• Why your mindset matters
• How to navigate objections like a pro
• The 6 parts of referral language
• The VIPS Method
• And more

“You’ve asked the client for the possibility of referrals or introductions, didn’t work out for whatever reason, and 2, 3, 4 weeks later they say, “Hey, I got somebody for you.” They want to do it on their terms, when they feel most comfortable, and they see the connection.” ~Bill Cates

Resources:

• PodRocket Influence Academy (Enroll for FREE)
• Podcast: How to get Referrals Without Asking — Referrals Mini-Series Part 1
• Book: Don’t Keep Me a Secret by Bill Cates
• Book: The Ultimate Sales Machine by Chet Holmes
• Book: Radical Relevance by Bill Cates
• Website: The Language of Referrals
• Podcast: Top Advisor with Bill Cates

Connect With Bill Cates:

• LinkedIn: Bill Cates
• Website: The Referral Coach

Connect With ProudMouth:

• Thinking about starting your own podcast? Book a call with our Influence Engineers to learn about our done-with-you service
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Our Guest:

Bill Cates, CSP, CPAE, works with financial advisors to speed up their growth without increasing their marketing budget. Advisors tap into Bill’s proven process to multiply their best clients through introductions from advocates and Centers of Influence, communicate their value proposition more effectively, and create a reputation in a profitable target market. Bill helps advisors move from push prospecting to magnetic marketing – to attract more Right-Fit Clients™.

Bill is the author of 3 best-selling books, Get More Referrals Now, Beyond Referrals, and Radical Relevance. Bill’s newest book, The Language of Referrals is due to be released in March of 2024. He is the founder of The Cates Academy for Relationship Marketing™, has been named the #1 Financial Advisor Influencer by Indigo Marketing, and is the host of the acclaimed Top Advisor Podcast (www.TopAdvisorPodcast.com) – now ranked in the Top 10% of podcasts worldwide.

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Have you ever considered using a book to elevate your credibility and influence?

In this episode, Matt Halloran is joined by Paul McManus — founder of More Clients More Fun LLC, MCMF Publishing, and host of the Million Dollar Producer Show podcast. They explore why having your own book allows you to present yourself as the go-to expert. Writing a book doesn’t have to be daunting. Paul overcomes the biggest challenges advisors face, such as imposter syndrome and feeling overwhelmed by the writing process.

Matt and Paul discuss:

• How a book establishes credibility and helps you stand out from the competition
• Paul’s Short Book Formula that can guide you in producing your book in as little as six weeks
• How to use tactics like a coordinated social media campaign and an Amazon launch to generate momentum and potential bestseller status
• How to leverage the book as an opportunity to re-engage past clients and ask for their support (reviews, referrals, etc)
• Why a book is like your skeleton key to getting invited to be a podcast guest
• And more

“The two things that tend to be able to create this effect most consistently for financial advisors is number one, being an author and having your own book. And number two, it’s having a podcast. And when you marry those things together, it’s a magical system.” ~Paul McManus

Resources:

• PodRocket Influence Academy (Enroll for FREE)
• Book: Your N.E.X.T. by Jerome Myers
• LinkedIn: Dan Kennedy
• Podcast: Mitlin Money Mindset
• Book: Financial Planning Made Personal by Lawrence Sprung
• Service: 99Designs
• Book: The Tax-Free Business Owner by Mark Miller

Connect With Paul McManus:

• LinkedIn: Paul McManus
• Website: The Short Book Formula

Connect With ProudMouth:

• Thinking about starting your own podcast? Book a call with our Influence Engineers to learn about our done-with-you service
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Our Guest:

Paul G. McManus is the founder of More Clients More Fun LLC, MCMF Publishing,

Creator of The Million Dollar Producer LinkedIn Program, and host of The Million Dollar Producer Show Podcast.

He has worked closely with over 500+ financial advisors, CPAs, life insurance producers, and business advisors since 2015. He is also the author of Million Dollar Producer: The Secret Playbook For Financial Professionals To Land High-Value Clients Using LinkedIn.

He lives in San Diego, California with his wife Atsuko and his two Boston Terriers, Moo and Potato Chips.

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How can financial advisors significantly grow their business in a competitive market while providing exceptional client experiences?

By starting with this podcast.

In this episode, Matt Halloran welcomes Jack Martin — the virtual CMO for InsurMark — onto the show. They explore the current competitive IMO/FMO landscape and the importance of having a strong marketing partner. Jack shares insights about the InsurMark Growth Framework, a proven system that helps advisors grow their businesses sustainably.

Matt and Jack discuss:

• A mindset shift from transactional selling to building long-term relationships
• A well-defined target audience to tailor marketing efforts
• Strong marketing strategies that leverage SEO, lead nurturing, personalized communication, and client engagement
• The three phases of the InsurMark Growth Framework
• A focus on truly listening to clients’ needs and concerns
• And more

“So there are three phases to this growth framework. There’s the lead to prospect, meeting to client, and from clients to evangelists.” ~Jack Martin

Resources:

• PodRocket Influence Academy (Enroll for FREE)
• LinkedIn: Dan Sullivan
• Tool: Net Promoter Score

Connect With Jack Martin:

• LinkedIn: Jack Martin
• Website: InsurMark
• Website: Elite Advisor Group

Connect With ProudMouth:

• Thinking about starting your own podcast? Book a call with our Influence Engineers to learn about our done-with-you service
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Our Guest:

Jack Martin is a strategic leader with a proven track record of motivating teams to develop and implement innovative 21st-century brand and marketing initiatives for expanding national wealth management and annuity firms. He brings a wealth of experience to the table, fueled by a passion for the financial services industry. For over 30 years, Martin has excelled in conceiving, branding, and promoting financial services products and firms.

As a Certified Financial Planner since 1985, he possesses in-depth industry knowledge. Martin’s career highlights include his position as a leading branch manager with AIG Royal Alliance Associates and his successful founding of a national IMO. His expertise lies in brand and marketing management for financial institutions, making him a valuable asset to any organization in this sector.

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We know that inclusion, equity, and diversity are important. But why?

Why do diversity, equity, and inclusion (DEI) matter in financial services? And how can we make this industry a more welcoming space for women and people of color?

In honor of Women’s History Month, Matt Halloran speaks with Sheryl Hickerson — founder of Females and Finance — to answer these defining questions. They explore why representation is crucial, how we can better assist underserved communities, and the benefits diversity offers the profession as a whole.

Plus, you’ll get actionable tips on how to be part of the solution.

Matt and Sheryl discuss:

• The importance of role models and representation
• Strategies for serving diverse communities
• How diversity strengthens the financial services industry
• The 100,000 goal and Females & Finance Fearless Pledge
• Practical ways to get started
• And more

“Have I brought three people into financial services, held onto them for seven plus years? That’s just to keep homeostasis. That’s actually not even growth. That is just to keep what we have today.” ~Sheryl Hickerson

Resources:

• PodRocket Influence Academy (Enroll for FREE)
• The Fearless Pledge™
• Conference: Fearless Investing Summit
• Conference: Carson Group Excell
• LinkedIn: Nicole Casperson

Connect With Sheryl Hickerson:

• LinkedIn: Sheryl Hickerson
• Twitter: Sheryl Hickerson
• Website: Females & Finance

Connect With ProudMouth:

• Thinking about starting your own podcast? Book a call with our Influence Engineers to learn about our done-with-you service
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Our Guest:

An award-winning, international speaker on social media and community-building strategies for financial services organizations, Sheryl Hickerson founded Females and Finance, a private community network dedicated to supporting women and male allies in financial services and financial technology. Their industry rally cry called The Fearless Pledge, was introduced in 2022 to support the hiring, mentoring, training, and advancement of 100,000 women.

Membership today is more than 4,600 professionals with no signs of letting up. After 30 years in financial services, Sheryl has dedicated her professional life to promoting better business and diversity initiatives within the Financial Services community.

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What are some proven tactics and strategies that advisors can employ to accelerate growth and achieve their goals?

In this episode, Matt Halloran is joined by Jon Kuttin – CEO of Kuttin Consulting Group, financial advisor, podcast host, and disruptor extraordinaire – to explore the importance of innovation, delegation, and forward-thinking in financial advisory practices. Dive into Jon’s playbook as he shares his secrets on scaling his business, the power of podcasting for advisors, and why wearing “busy” as a badge of honor is so last season.

Jon is a true visionary shaking up the industry with his innovative approach to growth, success, and what it means to be a top advisor.

Jon and Matt discuss:

• Effective strategies for scaling your business, such as through mergers and acquisitions, and implementing scalable business models
• The importance of delegation and empowering team members to leverage their unique abilities
• The significance of investing in your marketing efforts – particularly through podcasting – to enhance branding and client engagement
• How and why you should develop a long-term perspective and proactive approach to differentiation, change management, and business growth
• And more

“I got involved in podcasting because it gives me the ability to share my expertise on a particular niche – whether it be for a financial advisor or a financial planning client – in a way that I could be my authentic self.” ~Jon Kuttin

Resources:

• PodRocket Influence Academy (Enroll for FREE)
• Book: 10X Is Easier Than 2x by Dan Sullivan and Dr. Benjamin Hardy
• Podcast: Quantum Growth for Advisors
• Group: Financial Advisor Success Syndicate

Connect With Jon Kuttin:

• LinkedIn: Jon Kuttin
• Website: Financial Advisor Success Syndicate (FASS)
• Website: Kuttin Consulting Group
• Website: Kuttin Wealth Management

Connect With ProudMouth:

• Thinking about starting your own podcast? Book a call with our Influence Engineers to learn about our done-with-you service
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Our Guest:

Jon Kuttin is a Barron’s Hall of Fame Advisor with 30+ years of experience leading and growing a financial advisory practice. As the CEO of Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, Jon helps guide the strategic vision of the practice as they seek to become known industry wide as a leadership development factory. Driven by a mission to build leaders and give back to the financial services industry, Jon regularly speaks and contributes articles on CPA alliances, leadership, acquisitions, recruiting, and other topics for numerous publications including Forbes, Financial Advisor Magazine and Barron’s. His 9.5B+ AUM practice is headquartered in Hauppauge, NY and has offices across the country.

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Struggling to get your podcast off the ground? We get it!

In this episode of the Top Advisor Marketing Podcast, Matt Halloran and ProudMouth CEO Kirk Lowe break down the 5 biggest concerns that stop advisors from hitting record – like figuring out a name, getting listeners, and avoiding podfade.

Want solutions to take action? They’ve got tips on planning, video strategy, and even how to be a guest on other podcasts. Plus, get a sneak peek at something new (coming soon!) to make podcasting way easier.

So, how can you overcome the common obstacles that prevent you from starting and maintaining a successful podcast? You start with this episode!

Kirk and Matt discuss:

• What is podfade?
• The top 5 concerns that stop advisors from starting a podcast (you’ll have to listen if you want to know what they are!)
• How to quickly and easily identify your first 12 topics
• How to leverage AI in getting started
• Three quick tips for attracting listeners
• And more

“If your episode is downloaded 478 times in the first seven days after release, you’re in the top 10% of Buzzsprout podcasts. If you’re downloaded 121 times, you’re in the top 25%. It’s actually not that difficult to rise up the ranks.” ~Kirk Lowe

Resources:

• PodRocket Influence Academy (Enroll for FREE)
• Webinar: Top 10 Must-Haves To Start an Advisor Podcast That Actually Converts
• Website: Podcast Industry Insights
• Website: United States Patent & Trademark Office
• Service: Buzzsprout (Podcast Hosting)
• Service: Riverside (Podcast Recording)
• Service: StreamYard (Live Streaming & Recording)
• Service: Headliner (Podcast > Video)
• Podcast: Future Planning: Are You Preparing Your Clients To Live Past 100? With Ric Edelman (Ep. 410)
• Report: Cumulus Media’s Podcast Download Report (Fall 2023)
• Top Advisor Marketing Podcast: Scale Credibility and Save Time With the Atomic Content Method With Kirk Lowe (Ep. 445)
• Top Advisor Marketing Podcast: An Advisor’s Blueprint for Overcoming Content Creation Challenges With Stoy Hall (Ep. 439)
• Top Advisor Marketing Podcast: How To Turn a Podcast Into Your Main Source of New Business With Taylor Schulte (Ep. 285)

Connect With Kirk Lowe:

• LinkedIn: Kirk Lowe
• Twitter: Kirk Lowe

Connect With ProudMouth:

• Thinking about starting your own podcast? Book a call with our Influence Engineers to learn about our done-with-you service
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Our Guest:

After decades spent helping build and market successful financial services brands, Kirk Lowe recognized the increasing role and importance of influence in the rapidly expanding Expertise Economy. Successful financial advisors harnessing the power of podcasting, video, social media and progressively building their influence were attracting clients rather than having to chase them.

Kirk’s ‘ah-ha’ moment—that influence is essential for professional experts—led to his co-founding of ProudMouth, an influence accelerator dedicated entirely to liberating financial experts and advisors from the tyranny of sales by giving them the means and methods to become recognized, in-demand authorities.

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Pop quiz: what’s the most visited page on your website? It probably won’t surprise you to know it’s the homepage. But what about the second most visited? Any guesses?It’s your About Page.

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Anyone can be a guest on other people’s podcasts. But not everyone is a great guest or appears on the right podcasts. But that’s a skill set that can be learned.

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If you’re considering breaking free and going the independent route, this episode is a can’t-miss.

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Feeling frustrated that your marketing isn’t working?Just 30 minutes of listening to this episode can change your business!

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Quick question for you: what percentage of advisors are retirement plan advisors in the United States?Less than 3%. 2.3% to be precise. But the retirement plan market is booming, with assets expected to double by 2033, and 2.5 million new plans starting soon. This translates to 51 million new retirement savers and huge potential for advisors who can capture a piece of the pie.

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No one can know the future with any certainty.But that doesn’t stop us from trying.

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Lights, camera, action! Don’t let that phrase send a chill down your spine. Video is having a moment, and you can’t afford to ignore it.

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It's time to celebrate the greatest hits of 2023 on the Top Advisor Marketing Podcast.

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Is it time to break up? As an advisor, it can be hard to know when – and especially how – to break up with your broker-dealer.

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Imagine having a content creation superpower that lets you share your financial expertise with the world without being chained to your desk all day. This is exactly where the "five-step Atomic Content method" comes in. With the Atomic Content method, you're not just creating content, you're building scaled credibility. Your audience gets to consume your insights on their terms, whether they prefer in-depth articles or quick social media clips. And you get to make the most of your hard work, repurposing existing content to save time and effort.

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You can’t take care of someone else until you start taking care of yourself. And that’s equally true for both personal and professional relationships.

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Start-and-stop is no way to accomplish anything.It takes much longer than it has to, you’re constantly starting from zero again, and most importantly, you lose any and all momentum you’ve created.So why would anyone do that with their marketing?

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It’s lonely at the top. But it doesn’t have to be. If you spend less time on the day-to-day transactional elements of business and more time talking with those in the trenches, you’ll find yourselves with happier, more engaged employees and a thriving organization.

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ProudMouth’s PodRocket Influence Academy is a phenomenal resource.It’s one thing to hear us say that, but something entirely different to learn how an advisor made it work for them out in the real world.

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What’s your strong suit? As a financial advisor, you're juggling more hats than a circus performer – marketing, client relationships, and, of course, your core expertise. But here's the catch: if you're trying to handle branding all by yourself, you might be missing out on a difference-maker. Why blend in when you could stand out?

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You know that you need to create valuable and compelling content. You know that you need to share it and get it out there. You know you need to speak directly to your ideal client, and solve their problems.But knowing and doing are two completely separate things. We hear this from advisors all the time: I don’t get how someone can create that much content from both a compliance and time management standpoint. So, we went looking for someone that has it all figured it out. And we found him!

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If you’re like most financial advisors, you may be hesitant to launch your podcast and engage in influence-building activities because you’re afraid of compliance issues. But here’s the thing: not only is it entirely possible to remain fully compliant, but it's also relatively easy to establish a stronger rapport with your compliance department. Move them from foe to friend!

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The only constant is change. And that change is happening these days at an unprecedented pace. Wealth transfer, the rise of the younger generations, the arrival of artificial intelligence, and the maturing landscape of financial planning.

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An advisor's first task is to listen and communicate effectively. But do you really know how to do that?You’ve probably heard the expression “you have two ears, but only one mouth, so you should be listening twice as much.” But that’s out-of-date thinking that leads to waiting to speak rather than active listening.

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More time for doing what you do best. How’s that sound? Pretty darn good. But how do you do it, and what do you need to make it happen?

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Artificial intelligence is not some future concept. It’s here. Are you eagerly playing around with it and exploring its potential, or are you hanging back and waiting for the AI apocalypse that many believe will happen?

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So, what’s your brand? Answer that question, and you’ll likely mention your color palette, tagline, logo, and perhaps a descriptor or two (We’re playful! But also very professional!). Done and done, right? Not so fast. Your brand can and should be so much more than that.

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File it under “Too much of a good thing”. Referrals? Good. Fantastic, in fact. In theory.  Organic growth by word-of-mouth is the goal. It’s virtually hands-free, affordable, and works for businesses small, medium, and large. It’s the great equalizer. But before you get to the point of having a nearly self-perpetuating system, you need to lay the foundation, build the system, and cultivate the appropriate environment. And that is no quick fix.  But without doing the legwork, you may still get plenty of referrals, but you’ll waste time, energy, and money chasing down skeptics who may never need your services.

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Referrals are the lifeblood of new business and organic growth. But can it ever be too much of a good thing? Absolutely. 

In fact, referrals can quickly become a curse if you’re not careful. You can drown in a sea of less-than-ideal referees while believing that you’re building your business. Too many people are unaware of that disconnect. It’s truly quality over quantity.

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Are you asking for feedback from your clients? Probably. But are you asking for input?  One helps you improve, while the other allows you to better understand not just their financial goals, but also their feelings about their future, their plans, and yes, even you.

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Are you still doing the same thing with your clients that you’ve been doing for the past decade? Have you noticed an uptick in client churn? That’s not a coincidence.

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Lead gen companies offer a quick and easy product, but are you really getting what you think you’re buying? Does it check all the boxes if you look a little closer?  Their easy-button solution is tempting, but you’re paying for their system and their audience, when you should be building your own.

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Do you ever catch yourself playing the role of marriage counselor with your clients? Or how about the role of mental health practitioner? Consider this. When your clients’ needs go beyond your scope of practice, referring them out is one of the most caring things you can do.

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Are you still waiting to get your voice out there? Maybe you’re stuck because you believe your content will “never be good enough.”  How do you push past perfectionism and publish anyway?

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Advisors, you don’t need to become an influencer to attract ideal clients. Living on social media and promoting other people’s products and services? No thanks! Instead, focus on becoming more influential.

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David Auten and John Auten-Schneider started Queer Money Podcast almost 10 years ago to fill a need.  No one was talking to the queer community about finances.

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When you dare to show who you are and operate from an abundance mindset, new opportunities have a way of showing up.

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You might be posting on social media, but are your ideal prospects actually seeing any of it? If not, it’s going to be tough to build relationships with them.

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You’ve probably heard about the positive impact niching can have on your business. But maybe you’re still hesitant to niche. Won’t it impact your potential revenue?

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Emotional intelligence includes the ability to spend most of your client meetings listening – not talking. If that sounds like a tall order, consider this:  Emotional intelligence is a muscle that you can train.

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Are your marketing strategies failing to produce the results you want to see? Are you worried you are wasting time and money on things that aren’t bringing your business growth?

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If you’re like the advisors we know, you enjoy continuing education because it equips you to help more people. But you don’t love the time-consuming admin work that often comes with. Or sitting through courses you don’t find valuable.  What if you could satisfy your continuing education requirements on your own terms, and with less time required?

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If you are not jumping out of bed energized every week by the work you’re doing as an advisor, chances are your time is being misallocated.

Tons of advisors develop burnout or a lack of motivation in their work at some point in their career, and our guest is here to put an end to that feeling using the power of proper time allocation.

In this episode, Matt Halloran talks to Shannon Spotswood, President at RFG Advisory, about the importance of developing a positive mindset around time allocation and its ability to completely transform the fulfillment you feel in your role as an advisor.

Shannon discusses:

• How to become “obsessed with the highest and best use of your time”
• Reasons why you need to clearly define how you will feel most fulfilled and inspired in your work (and the risk you run when you don’t do this)
• How to finding and work with clients who align with your interests so you can stay inspired and develop your niche
• Why advisors resist spending time doing personal activities with clients and how to stop feeling guilty when you decide to do this (for the sake of your business!)
• And more

Resources:

• PodRocket Influence Academy (Enroll for FREE)
• Schwab Examines the Pain Points of Financial Pros
• Accenture Study: Wealth management: The new state of advice
• Michael Kitces’ “Fintech Map”

Connect with Shannon Spotswood:

• LinkedIn: Shannon Spotswood
• LinkedIn: RFG Advisory

Connect with ProudMouth:

• Do you want to podcast? Book a call with our Influence Engineers to get started!
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Shannon Spotswood:

Shannon Spotswood is a 25+ year industry veteran in financial services with an outstanding reputation built on leadership roles in professional management, investment banking, hedge fund management, and business development.

Joining RFG Advisory in 2015, Shannon recognized the opportunity to combine her entrepreneurial experience with her passion to build an innovative, Advisor-focused RIA of the future. At RFG Advisory, Shannon of RFG 2.0, a fully integrated platform for independent Financial Advisors and the implementation of strategic initiatives contributing to advisor success

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While many businesses are passed down or built with inherited money, that’s not the case for what Andrew McIntosh calls the 1st Gen Entrepreneur.

First-generation entrepreneurs face more unique challenges like gaining influence, building a good reputation — and, of course, earning sales.

In this episode, Matt Halloran talks to Andrew McIntosh, the founder of 1st Gen Entrepreneurs, about what it takes to become a successful entrepreneur without having the luxury of a fancy (and expensive) business coach.

Andrew discusses:

• How 1st Gen Entrepreneurs provides business owners, like you, with invaluable advice without the premium price of a business coach
• How being a CEO or any leader doesn’t mean you need to be the smartest in the room (and why you shouldn’t want to be the smartest in the room)
• The community of advisors and leaders he’s gathered on 1st Gen Entrepreneurs and the resources they’re providing
• How to know if hiring the more expensive & experienced candidate is the right call for your business
• And more

Resources:

• PodRocket Influence Academy (Enroll for FREE)
• 1st Gen Entrepreneurs
• Top Advisor Marketing Podcast: How to Differentiate Yourself from the Sea of Sameness With Andrea Lopez-Schlapia (Ep. 397)
• Circlo.so | Your Community, Your Branding

Connect with Andrew McIntosh:

• LinkedIn: Andrew McIntosh
• LinkedIn: 1st Gen Entrepreneurs

Connect with ProudMouth:

• Do you want to podcast? Book a call with Matt Halloran to get started!
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Andrew McIntosh:

Andrew McIntosh is a serial entrepreneur who was the first in his family to start a business, or as he calls it, a 1st Generation Entrepreneur. Since Andrew grew up without any formal training/education on what it takes to properly grow a business, he always felt as though he had to learn everything the hard way, and that the road to success was filled with uncertainty and indecision.

This is why Andrew started 1st Gen Entrepreneurs, to provide new entrepreneurs like you with all the mentorship you could ever need.

Andrew has founded an online support community built specifically for 1st Generation Entrepreneurs, where you can get all the help, support & guidance you need to grow your business successfully.

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As much as some advisors hate to hear it, the age of the hard sell is over.

Your prospects want a relationship, not a sales pitch. It’s time to change how you present yourself online.

In this episode, Matt Halloran talks to Samantha Russell and Susan Theder from FMG Suite about how to stop coming off as salesy and start showing up as a genuine person your prospects want to know. Samantha and Susan also predict the role that ChatGPT will play in content marketing for most advisors.

Samantha and Susan discuss:

• How to eliminate your bravado online and start speaking in your clients’ language
• How to get clients to recognize their need for your services, without having to directly sell to them
• ChatGPT prompts to help you write fun posts that connect to business (and without sound self-serving)
• Why the “three-piece suit” approach (being super professional) doesn’t work when sharing content — and how to find your digital comfort zone
• And more

Resources:

• PodRocket Influence Academy (Enroll for FREE)
• Vidyard – Screen Record, Share & Track
• BombBomb Video Email
• Loom: Async Video Messaging for Work
• Holistaplan.com

Connect with FMG Suite:

• FMG Suite
• LinkedIn: FMG Suite
• marketing@fmgsuite.com

Connect with Samantha Russell:

• LinkedIn: Samantha C. Russell
• Twitter: @SamanthaTwenty

Connect with Susan Theder:

• LinkedIn: Susan Theder

Connect with ProudMouth:

• Do you want to podcast? Book a call with Matt Halloran to get started!
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Samantha Russell:

Samantha Russell helps financial advisors create digital marketing strategies that produce exponential growth through channels such as content marketing, SEO, website development, social media, and video.

A prolific speaker and content contributor, over 10,000 financial professionals have heard Samantha speak at industry conferences and even more have read her educational content in the pages of well-known industry publications.

Samantha is Investment News 40 Under 40 award winner, a ThinkAdvisor Luminary, and a WealthManagement.com “10 to Watch”.

She was part of the original five-person team that launched Twenty Over Ten and now serves as Chief Evangelist at FMG. There is nothing Samantha finds more inspiring than being able to empower advisors to market themselves effectively, and she gets a thrill from each message received from those financial advisors who are enjoying returns on their marketing investments.

About Susan Theder:

Susan Theder is the Chief Marketing and Experience Officer at FMG Suite and a member of the company’s Senior Leadership Team. Susan places an emphasis on the importance of customer-focused strategies that leverage data and technology to deliver personalized and customized experiences that WOW.

She has a passion for helping financial professionals grow and market their businesses and is an active supporter of women and diversity initiatives. She was named CMO of the year by WealthManagement.com in 2019 and a Women to Watch by Investment News in 2019.

Susan currently serves on the Board of Directors for SMARSH and ComplySci, both leading SaaS/RegTech companies serving the financial services industry.

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As an advisor, you guide clients to do the right things with their money and mindset. And it’s no coincidence that the ones who listen have the most optimized wealth.

Imagine you applied this exact same expertise to become more influential in your market…

In this episode, Matt Halloran and Kirk Lowe flip the script. They show you how to look in the mirror and take your own advice as an advisor. Matt and Kirk have some fun sharing examples of commonly used financial adages that, when applied to running a business, will make massive shifts in your influence trajectory.

Matt and Kirk discuss:

• How to build marketing equity that creates Marketing Momentum over time
• How diversification in marketing creates greater value for your audience
• Every reason to work with a marketing specialist (vs. generalist)
• The dangers of falling behind on sharing your thought leadership and Return on Influence
• And more

Resources:

• PodRocket Influence Academy (Enroll for FREE)
• Get your free Influence Scorecard
• Bill Cates (Referral Coach)
• Lazetta Rainey Braxton
• Jacqueline Campbell

Connect With ProudMouth:

• Do you want to podcast? Book a call with Matt Halloran to get started!
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: Kirk Lowe
• Twitter: Kirk Lowe
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

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Imagine you could hop into a time machine and go forward 5-10 years in the financial services industry. What do you think you’d see?

In this episode, Tim Welsh, CEO and founder of Nexus Strategy, joins Matt Halloran to predict major upcoming marketing and tech trends for advisors to pay attention to. Where is the industry headed? Are advisors becoming content creators? Will all of advisors’ different tools and software ever truly “talk to each other with integration”? Tim’s best predictions await you in this conversation.

Tim discusses:

• How decentralization will evolve in the next five years
• Whether “becoming content creators” is inevitable for advisors
• How to demonstrate your expertise, even if content creation feels intimidating
• How significant amounts of private equity and venture capital coming into financial services might impact the industry in 10 years
• The advantages of being a free agent in the industry
• And more

Resources:

• PodRocket Influence Academy (Enroll for FREE)

Connect With Tim Welsh:

• Nexus Strategy
• Twitter: Tim Welsh

Connect With ProudMouth:

• Do you want to podcast? Book a call with Matt Halloran to get started!
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Our Guest:

Timothy D. Welsh, CFP® is President, CEO and founder of Nexus Strategy, LLC, a leading consulting firm to the wealth management industry. Nexus Strategy’s primary focus is working with leading organizations to best market their products, services and technology to the independent advisor community.

Tim is frequently quoted in the wealth management media on a wide range of business management and industry topics. He is the author of a number of industry white papers, a regular columnist for RIABiz, ThinkAdvisor, and wealthmanagement.com, and is a frequent speaker at industry conferences and events.

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If you’re like the advisors we know, you want to meet more of the right clients. But how?

By increasing your influence and referrals.

In this episode, Matt Halloran talks to Bill Cates, a ProudMouth client & vetted expert in our PodRocket Influence Academy. As a referral coach, Bill has helped 250,000+ professionals and business owners experience exponential business growth by multiplying their best clients. Now, he’s sharing four proven ways to increase your influence and referrals – so you can become your ideal clients’ obvious choice. You’re about to hear success stories of advisors who are earning new business using these four techniques.

• The real reason sharing your “why story” wins new clients (plus, the story that attracted $1.5M in AUM within a week)
• How to come up with your “why story,” even if you’re nervous about getting personal
• Real 90-day programs that are accelerating advisors’ referrability (it doesn’t have to take six months to become referable!)
• Why niche-focused advisors wish they’d niched out sooner
• And more

Resources:

• PodRocket Influence Academy (Enroll for FREE)
• Top Advisor Marketing Podcast: You Can Make Financial Planning Easy and Fun for Clients –– Here’s How! With Reese Harper (Ep. 394)
• Top Advisor Podcast
• Top Advisor Marketing Podcast: Stop Being “Just My Parent’s Advisor”: Start Connecting With the Next Generation With Julie Johnson (Ep. 411)
• Top Advisor Podcast: How to Build a Referral Only Practice on a Powerful Story with Tyson Vines
• Top Advisor Podcast: Use The 90-Day Dazzle for Client Onboarding and Win Referrals Fast with Bryan Sweet, CLU, ChFC
• Top Advisor Podcast: Financial Advisor New Client Onboarding Process: How to Deliver a “Wow” Experience with Rod Gibbings, CFP®
• Top Advisor Podcast: How a Business Friendship Can Turn a Loyal Client into an Advocate with Lester Matlock, CFP®, CRPC®, APMA®
• Top Advisor Podcast: 3 Strategies that Built a Multi-Million Dollar Firm with Todd Gillingham, JD, CFP®, ChFC, CLU
• Top Advisor Podcast: The Benefits of Narrow Target Markets for Financial Advisors with Adam Cmejla, CFP®
• “Why story” example: Dennis O’Keefe
• Niche example – Harley-Davidson: Jeremy Keil
• Niche example – Big Tech: Don Hilario
• Niche example – Closely held, family-owned construction companies:Todd McDonald
• Bill Cates’ PodRocket Influence Academy course: 8 Steps to Becoming Super Referable to Your Ideal Client (Enroll in Intermediate or Advanced to access)
• Exponential Growth Guide

Connect With Bill Cates:

• Referral Coach
• LinkedIn: Bill Cates

Connect With ProudMouth:

• Do you want to podcast? Book a call with Matt Halloran to get started!
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Our Guest:

Bill Cates, CSP, CPAE, is the President of Referral Coach International and the author of “Get More Referrals Now,” “Beyond Referrals,” and “Radical Relevance.” He is also the founder of The Cates Academy for Relationship Marketing™.

For over 25 years, Bill has helped financial professionals move from incremental growth to exponential growth by communicating more compelling value and multiplying their best clients.

Thousands of financial advisors are using Bill’s Relationship Marketing System™ to enhance client engagement, create more effective personal introductions, and communicate more relevant and compelling value.

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Between 65-70% of young inheritors leave their parents’ advisors because that advisor made little or no effort to engage with them.

What holds advisors back? Not knowing how to connect and build relationships with the younger generation.

In this episode, Matt Halloran is joined by Julie Johnson, president and CEO of XY Communication. Leading with empathy and decades of experience, Julie shares two proven ways to start marketing to the next generation, even if you feel reluctant to discuss the wealth transfer process with your clients. She also reveals eye-opening stats about what advisors stand to lose by not having good relationships with women. Take this as your ultimate inspiration to become a safe space for all clients.

Julie discusses:

• Why it’s in your best interest to leave your comfort zone and become more emotionally engaged with clients and prospects
• How to flip your perspective when the thought of discussing wealth transfer feels depressing or complicated
• What it takes to prove to Gen Z that you’re genuine and caring (because the younger generations are great BS sniffers!)
• What you can start doing now to encourage kids to show up with their parents to meetings
• And more

Resources:

• PodRocket Influence Academy (Enroll for FREE)
• Top Advisor Marketing Podcast: Dying Kindness: Help Clients Be Kinder to Those They’ll Leave Behind With Cianna Stewart (Ep. 384)
• How To Give Clients Life-Changing Advice at the Exact Right Times With Cassie Jackson (Ep. 407)
• Financial Planning Association
• CFP Board

Connect With Julie Johnson:

• julie@xycommunication.com
• XY Communication
• LinkedIn: Julie Johnson

Connect With ProudMouth:

• Do you want to podcast? Book a call with Matt Halloran to get started!
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Our Guest:

Julie Johnson started her career in 1996 as a rookie with Smith Barney in Denver. By

2007, she and her team managed over $1B in AUM. They moved their team and every

client, including pensions, foundations, 401k’s, family offices and ultra HNW

individuals, to UBS in the fall of 2007, and then came 2008…..

Julie was named SVP with UBS, her team received Barron’s top advisor and top team

awards during her tenure. On multiple occasions, she was invited to speak at

national conferences and consult on practice management, sales and business

development as well as relationship management.

In 2016, Julie received her Behavioral Finance Certification and began her career as a

full-time certified coach, consultant, public speaker, and author. She is engaged to

coach management, advisors and teams, and speak at such esteemed national

conferences as Barron’s and Fidelity, as well as several regional conferences, both in

person and virtually with FPA, Forbes, Morgan Stanley, Wealth Management, UBS,

Ameriprise, BNY Mellon, just to name a few.

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Innovations are radically increasing life expectancy. If you’re alive in 2030, odds are good that you’ll live to be 100 or older.

Are you planning enough years for your clients? Most advisors aren’t.

In this episode, Matt Halloran talks to Ric Edelman, the most acclaimed financial advisor in the U.S., about longevity. Ric urges you, and all advisors, to consider how longer living demands an updated approach to financial planning. Plus, you’ll hear why advisors can’t ignore crypto anymore, what it’ll take for advisors to remain viable in the industry over the next 20 years, and how Ric has grown an audience of fans without having to become a marketer.

Ric discusses:

• What he’s done right to become one of the most influential people in the financial planning and investment management profession
• Why the “who you know” adage is dead wrong when it comes to growing influence
• The cost of carrying on with outdated financial planning practices (including projections) as human life expectancy soars
• What advisors stand to gain by becoming more open-minded to digital assets like crypto
• And more

Resources:

• PodRocket Influence Academy (Join for FREE)
• THE TRUTH ABOUT YOUR FUTURE With Ric Edelman
• “The Truth About Crypto: A Practical, Easy-to-Understand Guide to Bitcoin, Blockchain, NFTs, and Other Digital Assets” by Ric Edelman

Connect With Ric Edelman:

• The Truth About Your Future
• DACFP
• LinkedIn: Ric Edelman

Connect With ProudMouth:

• Do you want to podcast? Book a call with Matt Halloran to get started!
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Our Guest:

Ric Edelman is one of the most influential people in the financial planning and investment management profession, according to Investment Advisor, RIABiz, and InvestmentNews. He was ranked three times as the nation’s No. 1 Independent Financial Advisor by Barron’s, is in two industry Halls of Fame and received the IARFC’s Lifetime Achievement Award. He also holds two patents for financial product innovation.

Edelman is the industry’s top financial educator. He is a #1 New York Times bestselling author of 12 books on personal finance, including his newest, The Truth About Crypto, an Amazon bestseller. He hosts The Truth About Your Future podcast and produces Public Television specials.

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If you’re like the advisors we know, you want to impact your clients’ lives. Have you ever considered helping them connect with their children on a deeper level?

In this episode, Matt Halloran talks to Blake Brewer, the founder of Legacy Letter Challenge. Blake is on a mission to help one million parents write at least one meaningful and lasting legacy letter to their children. You, too, can help the parents you serve craft legacy letters – and without having to become an expert. Blake explains how, plus, why this activity can open the door to becoming your clients’ multi-generational family advisor.

Blake discusses:

• How he went from receiving a legacy letter from his dad to helping other parents write their letters
• What sets a legacy letter apart from a regular letter
• The psychological reason that legacy letters deepen relationships between you and your clients
• Two ways for advisors to guide clients through legacy-letter writing
• And more

Resources:

• PodRocket Academy (Join for FREE)
• Top Advisor Marketing Podcast: Dying Kindness: Help Clients Be Kinder to Those They’ll Leave Behind With Cianna Stewart (Ep. 384)
• Free legacy letter guide
• The Gift of Dad Podcast

Connect With Blake Brewer:

• Legacy Letter Challenge
• Email: blake@legacyletterchallenge.com
• LinkedIn: Blake Brewer
• Legacy Letter Challenge
• Twitter: Blake Brewer
• Facebook: Legacy Letter Challenge
• Instagram: Legacy Letter Challenge

Connect With ProudMouth:

• Do you want to podcast? Book a call with Matt Halloran to get started
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Our Guest:

Blake is on a mission to help one million dads and moms leave a lasting legacy for their children. Blake has a wonderful wife and loves being a father to his three children, all under 8. As he leads his family, he draws from many mentors, but none more important than his late father, Larry Brewer.

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Imagine giving your clients an experience they’ll remember forever. Something fun and unlike anything they’ve ever done. How would that change your relationships?

In this episode, Matt Halloran talks to Scott Heinila, the regional director of Producers Choice Network, about how podcasts and in-person events make it convenient and enjoyable for people to get to know you. Going beyond the typical golf outing, Scott shares ideas for creating experiences that build lasting connections and differentiate you from the competition.

Scott discusses:

• The big challenge that podcasting is solving for his business
• What he asks advisors to pinpoint what makes them unique and different
• Psychological reasons why events strengthen bonds between advisors and clients
• Why consistent marketing is critical for every advisor (plus, three website essentials for helping people get to know you)
• And more

Resources:

• PodRocket Academy (Join for FREE)
• LinkedIn: Sheryl Hickerson
• Females and Finance
• Optimized Advisor Podcast

Connect With Scott Heinila:

• LinkedIn: Scott Heinila
• Producers Choice Network

Connect With ProudMouth:

• Do you want to podcast? Book a call with Matt Halloran to get started!
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Our Guest:

Scott Heinila started his insurance career in 2001 dedicating his time to assisting insurance and financial advisors and their clients within the three facets of Protective Portfolio Planning – annuities, life insurance, and long-term care insurance. Scott currently is the President of PCC Consulting, a wholesale insurance distributor and marketing firm. He is also the President and Founder of Prism Wealth Preservation, Optimized Wealth Strategies, a professional financial & insurance services firm specializing in working with pre-retirees, retirees, and business owners. And he’s the host of the Optimized Advisor Podcast.

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There’s a huge advice gap in the U.S. Even among wealthy clients who work with an advisor.

According to Bento Research, 40% of advised clients said they didn’t get advice on Social Security benefits when they turned 62. While 63% said they didn’t get advice on Qualified Charitable Distributions when they turned 70 ½.

This might sound like negative news. But it’s your opportunity to engage with clients (and prospects) to offer the advice your competition isn’t.

In this episode, Matt Halloran talks to Cassie Jackson, the Chief Growth Officer at Bento Engine, about how this FinTech helps advisors deliver unbelievable client communication, and never miss out on age milestones and key life moments. Cassie also shares how Bento Engine gives advisors limitless content ideas and helps them prospect to the next generation.

Cassie discusses:

• Why it’s easy to send compliance-approved communications with Bento
• How reaching out to clients at critical moments helps advisors generate new business
• How much of the general U.S. population is lacking life-changing financial advice (and what you can do about it)
• A list of client life and age milestones that advisors might be overlooking
• And more

Resources:

• PodRocket Academy (Join for FREE)
• Bento Engine
• Bento Research: Clients Value Advice Beyond Investing, But Don’t Always Receive It

Connect With Cassie Jackson:

• LinkedIn: Cassie Jackson

Connect With ProudMouth:

• Do you want to podcast? Book a call with Matt Halloran to get started!
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Our Guest:

Cassie Jackson is currently the Chief Growth Officer at Bento Engine, an Advisor FinTech company that empowers financial advisors to proactively engage with their clients and prospective clients during key moments in their wealth management journeys. As a former advisor, she has a passion for helping advisors make a meaningful impact on their clients’ lives. Cassie is based in Montana and loves raising her kids in the outdoors of her home state.

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Summary:

Like most advisors, Darren Wurz was a little scared to focus on a niche. But now? He’s encouraging you to drill down on who exactly you want to serve.

In this episode, Matt Halloran talks to our client Darren Wurz, who is also the co-owner of Wurz Financial Services and host of “The Lawyer Millionaire Podcast.” Darren gets candid about how he came around to pursuing lawyers as his niche, his best advice for reaching your specific audience through a book and digital marketing, and why niching doesn’t have to be a switch-flip — you can take it slow!

Darren discusses:

• His exact marketing moves to start attracting lawyers
• How he encouraged the American Bar Association to publish his book, even after they turned down the first proposal
• His trick to overcoming the hardest part of podcasting: “getting it done!”
• How niche marketing is creating growth within his business
• And more

Resources:

• PodRocket Academy (Join for free!)
• “The Lawyer Millionaire” by Darren Wurz
• “The Lawyer Millionaire Podcast”

Connect With Darren Wurz:

• Wurz Financial Services
• The Lawyer Millionaire
• Facebook: Wurz Financial Services
• LinkedIn: The Lawyer Millionaire
• LinkedIn: Darren Wurz
• YouTube: Wurz Financial Services
• Twitter: Darren Wurz

Connect With ProudMouth:

• Do you want to podcast? Book a call with Matt Halloran to get started!
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Our Guest:

Darren Wurz is a fee-only financial advisor and co-owner of Wurz Financial Services, a family business he runs with his dad and brother. Darren has developed an expertise in the unique financial planning needs of those in the legal profession, and he now specializes in serving attorneys and law firm owners. His mission is to help his clients achieve financial independence as they define it. He is the host of The Lawyer Millionaire Podcast and author of “The Lawyer Millionaire,” published by the American Bar Association.

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Summary:

If we’re lucky, we’ve had help from a trusted guide at some point. A mentor who’s helped us become the person and professional we are today.

Now, are you thinking about paying it forward through your practice?

In this episode, Matt Halloran talks to Kellan Brown, the Vice President of Business Development at Strategic Partnerships, about how businesses support the next generation through mentorship. She also reveals why Finance America of Reverse, a reverse mortgage company, rose up to become a beloved brand and what qualities to look for in a strategic partner.

Kellan discusses:

• What drives her passion behind mentorships
• How she makes influencer decisions to further the brand
• How companies can benefit from mentorship programs
• The role of influencers and mentors as both teachers and listeners
• And more

Resources:

• PodRocket Academy (Join for free!)
• Prison Puppy Program
• Home Equity U
• Wealthies: WealthManagement.com Industry Awards
• Choir
• Shout-Outs:
  • Dana Wilson
  • Keena Pettijohn
  • Liv Gagnon
  • Sonya Dreizler
  • Jean Heath
  • Jamie Hopkins
  • Stephen Resch

Connect With Kellan Brown:

• Finance of America Reverse
• LinkedIn: Kellan Brown
• kellan.brown@far.com

Connect With ProudMouth:

• Do you want to podcast? Book a call with Matt Halloran to get started!
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Our Guest:

Kellan Brown is the Vice President of Business Development & Strategic Partnerships for Finance of America Reverse and runs the Retirement Strategies Division with a mission to bring home equity into the financial planning process.

She sits on the board of directors for the FinServ Foundation where their mission is to empower the next generation of financial professionals through coaching, mentorship, and community. Kellan is the women’s lead for Finance of America’s enterprise DEI&B initiative, and she chairs the Mentorship committee across all Finance of America companies.

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Summary:

Clients and prospects can learn from your experiences. And you don’t have to be a “gifted” or “natural storyteller” to tell a story that changes lives.

In this episode, Matt Halloran talks to our client Christine Luken, a Financial Dignity ® Coach, author, and host of the “Money is Emotional Podcast.” Christine explains why she often tells stories from when she “crashed and burned financially” in her 20s, how to choose and tell a signature story that moves your audience – and why perfection isn’t a prerequisite.

Christine discusses:

• How to become a good storyteller, even if you weren’t born to be one!
• Easy ways to tell compelling client stories while maintaining confidentiality
• Two prompts for sharing experiences that show your humanity (and feel comfortable for you to share)
• Why listening is just as important as storytelling
• And more

Resources:

• PodRocket Academy (Join for free!)
• Seven Principles of Persuasion
• Top Advisor Marketing Podcast: Master the Emotional Side of Money With Christine Luken (Ep. 325)
• Books by Christine Luken
• Money is Emotional Podcast

Connect With Christine Luken:

• Christine Luken, Financial Dignity ® Coach
• LinkedIn: Christine Luken

Connect With ProudMouth:

• Do you want to podcast? Book a call with Matt Halloran to get started!
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Our Guest:

As the Founder of the Financial Dignity® Movement, Christine Luken has coached hundreds of high-earning professionals to pay off staggering amounts of debt and massively increase their net worth. Christine’s book “Money is Emotional: Prevent Your Heart from Hijacking Your Wallet” has landed her almost 100 podcast and TV interviews, establishing her as the authority on money, mindset, and emotions. When she’s not coaching clients from her home office in Cincinnati, you can find this Certified Divorce Specialist & member of the Financial Therapy Association curled up with a good book, a fluffy cat, and a strong cup of coffee.

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Wouldn’t it be nice to actually attract prospects off social media? And without content creation taking over your life?

In this episode, Matt Halloran talks to Thomas Kopelman, co-founder and financial planner with AllStreet Wealth. Thomas reveals how he’s growing an audience of Twitter fans who come to him saying, “I already believe in what you do.” He also talks through how to decide whether to outsource content creation or keep it in-house, why he’ll never run out of ideas, and why not showing up for your audience just isn’t an option!

Thomas discusses:

• How he’s achieving “awesome and overwhelming” business growth by turning Twitter followers into fans who are ready to buy
• What advisors risk by publishing the exact same posts all week
• Why he doesn’t spend a single second DMing prospects (and what he does instead)
• How to eliminate time-sucking activities, so you can stay focused on building relationships with your audience
• And more

Resources:

• PodRocket Academy (Join for free!)
• Dr. Robert Cialdini Influence At Work
• Michael Kitces Article: “Repurposing Digital Marketing Content: How I Grew My RIA Revenue To $16K/Month In Less Than 14 Months” by Thomas Kopelman

Connect With Thomas Kopelman:

• AllStreet Wealth
• LinkedIn: Thomas Kopelman
• Website: Thomas Kopelman
• Twitter: Thomas Kopelman
• The Long Game Podcast
• Schedule a Call

Connect With ProudMouth:

• Do you want to podcast? Book a call with Matt Halloran to get started!
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Our Guest:

After graduating from Butler University, Thomas Kopelman has spent his entire career in the financial services industry as a financial planner. He is passionate about helping millennials cut through the noise and figure out how to use their resources to accomplish what they truly want in life.

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Summary:

Every facet of an advisor’s job has influence at the heart of it, according to Dr. Daniel Crosby. What can advisors do right away to become more influential?

In this episode, Matt Halloran talks to Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions. Dr. Daniel unpacks why influence is the most important competency for advisors – and ways to become more influential by activating two of Robert Cialdini’s principles. He also reveals how the BeFi20 assessment will help you gain a deeper understanding of your clients’ financial values.

Daniel discusses:

• How BeFi20 adds value to your client relationships, marketing, and influence
• One of the best predictors of whether or not a new client will like you
• An easy way to influence your clients to follow through on their commitments
• The top 3 qualities clients want in an advisor (spoiler alert: “technical competency” isn’t on the list)
• And more

Resources:

• PodRocket Academy (Join for free!)
• BeFi20 Assessment
• Dr. Robert Cialdini
• “The 7 Principles of Influence” by Dr. Robert Cialdini
• “The Laws of Wealth: Psychology and the Secret to Investing Success” by Daniel Crosby

Connect With Dr. Daniel Crosby:

• LinkedIn: Daniel Crosby
• Orion Advisor Solutions
• Standard Deviations Podcast

Connect With ProudMouth:

• Do you want to podcast? Book a call with Matt Halloran to get started!
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Our Guest:

Educated at Brigham Young and Emory Universities, Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby recently co-authored a New York Times Best-Selling book titled, Personal Benchmark: Integrating Behavioral Finance and Investment Management.

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Summary:

If you’re not podcasting yet, the question is…why not?

In this episode, Matt Halloran is joined again by Candice Carlton, Head of Advisor Growth Marketing at FiComm Partners. They unpack the benefits of having your own advisor podcast, even if you’re not sure your clients are listening to this medium. Candice also shares a solution for advisors who are dreaming of starting a podcast but aren’t sure how to make it happen (hint: FiComm x ProudMouth’s 30-day podcasting workshop!).

Candice discusses:

• Why podcasting is the foundation of FiComm
• How they’re helping advisors create podcasts and share their knowledge with their ideal audience
• What aspiring podcasts can expect from FiComm x ProudMouth’s 30-day podcasting workshop
• How podcasts can be a vehicle to drive change in people’s lives
• And more

Resources:

• PodRocket Academy (Join for free!)
• AmpliFi PodcastAdvisor Marketing Bootcamp
• FiComm Studios
• New Skool Podcast
• FiComm x ProudMouth Podcasting Workshop
• FiComm x ProudMouth Partnership
• Top Advisor Marketing Podcast: How To Start Your PR Journey With Meg Carpenter (Ep. 399)
• Top Advisor Marketing Podcast: How to Introduce Authenticity into Your Marketing Strategies (Ep. 400)

Connect With Candice Carlton:

• LinkedIn: Candice Carlton
• FiComm
• Meet Candice Carlton

Connect With ProudMouth:

• Do you want to podcast? Book a call with Matt Halloran to get started!
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Our Guest:

Candice Carlton is the Head of Advisor Growth Marketing at FiComm Partners. Prior to FiComm, she worked for and with some of the fastest growing and most innovative firms in the US including Mercer Advisors, United Capital acquired by Goldman Sachs and XY Planning Network.

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Summary:

People know when they’re being sold to. How can advisors build authentic connections with their audience through marketing and social media?

In this episode, Matt Halloran is joined by Candice Carlton, Head of Advisor Growth Marketing at FiComm Partners. Candice shares her journey from working in retail to entering the financial industry and changing up the way her company –– and advisors –– communicate.

Candice discusses:

• How she changed the way the internal communications at United Capital were seen by employees – and why those changes increased communication
• How FiComm is motivating financial advisors to change their thinking through their coaching program
• What it takes to build authentic marketing strategies
• How to approach social media more authentically to get the right message to your audience
• And more

Resources:

• PodRocket Academy (Join for free!)
• AmpliFi PodcastAdvisor Marketing Bootcamp
• FiComm Studios
• FiComm coaching program
• New Skool Podcast
• FiComm x ProudMouth Podcasting Workshops
• FiComm x ProudMouth Partnership
• How To Start Your PR Journey With Meg Carpenter
• A Little Bit Cult FiComm Advisor Marketing Bootcamp
• Poetry Unbound
• Movies To Be Buried With

Connect With Candice Carlton:

• LinkedIn: Candice Carlton
• FiComm
• Meet Candice Carlton

Connect With ProudMouth:

• Do you want to podcast? Book a call with Matt Halloran to get started!
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Our Guest:

Candice Carlton is the Head of Advisor Growth Marketing at FiComm Partners. Prior to FiComm, she worked for and with some of the fastest growing and most innovative firms in the US including Mercer Advisors, United Capital acquired by Goldman Sachs and XY Planning Network.

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Summary:

Big companies spend thousands on marketing and PR strategies. How can smaller companies leverage effective PR strategies without the big price tag?

In this episode, Matt Halloran talks to Megan Carpenter, CEO and co-founder of FiComm, about the role of public relations in advisor marketing. Megan reveals the differences between PR on social media and in the news. Plus, some of the best PR strategies to promote your practice on a realistic budget.

Megan discusses:

• How to increase your visibility across different platforms through a human connection
• Why local news isn’t the best option for financial advisors to advertise to prospects
• 3 easy tips to start generating a media presence without spending thousands of dollars on a PR team
• And more

Resources:

• PodRocket Academy (Join for free!)
• FiComm x ProudMouth Podcasting Workshops
• FiComm x ProudMouth Partnership
• Qwoted
• HARO
• Amplify
• NowKalamazoo
• Gerber Kawasaki
• Twitter: Ross Gerber

Connect With Megan Carpenter:

• LinkedIn: Megan Carpenter
• FiComm

Connect With ProudMouth:

• Do you want to podcast? Book a call with Matt Halloran to get started!
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Our Guest:

For 20 years Megan Carpenter has worked alongside advisory firms and wealth management businesses, helping their leadership teams identify meaningful growth opportunities through the lens of marketing, PR, and advisor marketing. On her professional journey from marketing intern to influential entrepreneur, she has loved being a part of the industry’s remarkable evolution while leveraging her futuristic strength to imagine what could be.

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If there’s one thing we could get advisors to stop doing in 2023? Sending clients market commentaries!

Your clients already expect you to be the expert in that area. So, what’s actually important to them?

In this episode, Matt Halloran talks to Colleen Bowler, a coach with Strategic Coach and Partner at C&J Innovations. Colleen shares the eight mindsets that go beyond finances and encompass all areas of your clients’ lives. Once you know exactly what matters to your clients, you can serve them better — and create content that attracts more people like them.

Colleen discusses:

• What happens when advisors move away from conversations about “how great our firm is” and start asking, “what does my client really want?
• Eight mindsets that’ll help you choose the right clients and build lasting relationships
• How understanding these mindsets helps you create unbelievably engaging content
• And more

Resources:

• PodRocket Academy (Join for free!)
• Who Note How by Dan Sullivan
• LinkedIn: Jeanne Hurlbert

Connect With Colleen Bowler:

• LinkedIn: Colleen Bowler
• Strategic Coach
• C&J Innovations

Connect With ProudMouth:

• Do you want to podcast? Book a call with Matt Halloran to get started!
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Our Guest:

A Certified Financial Planner, Colleen Bowler spent over 25 years building her financial planning firm, Strategic Wealth Partners (SWP), and growing it into a top Texas firm. Along the way, she received numerous industry awards and was featured in the book Women at the Top by Arthea Reed and Diane Dixon. In 2020, she sold SWP and began a new venture, C&J Innovations, with Strategic Coach client Jeanne Hurlbert, PhD.

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Summary:

With many advisors advertising the same services, businesses struggle to stand out.

How can they rise above the noise to prove they have what their ideal prospects need?

In this episode, Matt Halloran talks to Andrea Lopez-Schlapia, founder and CEO of Ironstone Business Coaching, about the Entrepreneurial Operating System (EOS). Andrea shares how she uses EOS to create opportunities for business owners to increase their client base and promote growth.

Andrea discusses:

• How EOS works to turn business owners’ visions into a reality
• What questions business owners need to ask themselves to clarify their vision
• Why businesses should build from the ground up, instead of building around employees
• How to turn personal values and goals into content that attracts your ideal clients
• And more

Resources:

• PodRocket Academy (Join for free!)

Connect With Andrea Lopez-Schlapia:

• LinkedIn: Andrea Lopez-Schlapia
• Ironstone

Connect With ProudMouth:

• Do you want to podcast? Book a call with Matt Halloran to get started!
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Our Guest:

Andrea Lopez-Schlapia is the Founder/CEO of Ironstone, a coaching business helping entrepreneurs and independent financial advisors get what they want from their firms by giving a complete system with practical tools proven to help reach their full potential.

Andrea offers her clients a high-energy blend of professional expertise, personal warmth, and a passion for making a difference. As an external change agent, she’s got a critical eye toward measurement, analysis, improvement, and best-practice solutions.

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Heads up: This page includes affiliate links. If you make a purchase using the links below, we may receive a small commission at zero cost to you. We only recommend tools that we’ve personally vetted and love.

Summary:

Do you want to start sparking relationship-building conversations on LinkedIn –– and stop hearing crickets?

In this episode, Matt Halloran talks to Niki Clark, the Product Marketing Manager at FMG Suite. Niki shares examples of how to approach your LinkedIn strategy with generosity, humility, and intimacy to not only capture your audience’s attention, but to also get them involved in the conversation. And she gives you ridiculously easy tips to take your posts from “a blur in the newsfeed” to irresistibly scroll-stopping.

Niki discusses:

• The benefits of sharing everything you know (for free!), even if that goes against everything you’ve been taught
• Secrets to creating posts that keep your audience coming back for more
• Tough but necessary questions to ask yourself before hitting publish (answer them honestly, and you’ll end up with attention-catching content!)
• Ways to use white space and pops of color to make your posts impossible to ignore
• Reasons to stop avoiding other advisors on LinkedIn — because they’re your “competition” — and start interacting with them as much as you can
• And more

Resources:

• PodRocket Academy (Join for free!)
• Visit Restream to claim your exclusive offer!
• Do It For Me (Marketing Assist) with FMG
• Mindset by Carol Dweck
• People to follow on LinkedIn:
  • Derek Pollard
  • Jessica Brown
  • Samantha Russell
  • Thomas Kopelman
  • Frank Iozzo
  • Taesha Glasgow
  • Dana L. Wilson
  • Adri Miller-Heckman
  • Will Gunn

Connect With Niki Clark:

• LinkedIn: Niki Clark
• Twitter: Niki Clark
• FMG Suite
• niki.clark@fmg.com

Connect With ProudMouth:

• Do you want to podcast? Book a call with Matt Halloran to get started!
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Our Guest:

Niki Clark’s experience in marketing ranges from the early days in college, where she helped create a rebranding campaign for a major company that was used by their executive team. From there, Niki worked with fashion designers, small business owners, and entrepreneurs, all of which taught her a lot. She now gets to work with financial advisors and wealth management firms and loves every minute of it.

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Heads up: This page includes affiliate links. If you make a purchase using the links below, we may receive a small commission at zero cost to you. We only recommend tools that we’ve personally vetted and love.

Summary:

Is it really possible for advisors to easily record, edit, and share videos?

The answer is yes!

In this episode, Matt Halloran talks to Katie Braden about easy ways to create high-quality videos that attract ideal clients and deepen existing relationships – even if you’re a total beginner. You will get Katie’s pro tips, including how to frame yourself correctly (goodbye, ceiling shots!), how to emulate an in-person conversation, and how to use what you already have to shoot memorable, trust-building videos.

Katie discusses:

• Why your audience is psychologically drawn to this medium
• The biggest, most distracting mistakes advisors make on video and in virtual meetings — and what to do instead
• Ways for advisors to easily get started (plus, a step-by-step guide to shooting your first video)
• Why you don’t need to spend thousands on equipment to create high-quality content
• What’s included in her PodRocket Academy course, “Easily and authentically grow with video”
• And more

Resources:

• Katie’s new course, “Easily and authentically grow with video” – For instant access, become an Intermediate or Advanced member of PodRocket Academy
• Visit Restream to claim your exclusive offer!
• Loom

Connect With Katie Braden:

• LinkedIn: Katie Braden
• Advisor Video Marketing

Connect With ProudMouth:

• Do you want to podcast? Book a call with Matt Halloran to get started!
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Our Guest:

Katie is bullish on the power of authentic video to change the public perception of financial advice and financial planning. A former practitioner herself, she loves working with financial advisors to help them improve their virtual meeting setup, build confidence on camera and use video to grow their brand, attract more of their ideal clients and better communicate with their existing clients.

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Wealthy or not, every client has the same question:  “Am I going to be okay?”Monte Carlo simulations and flow charts don’t reassure clients. They don’t connect the dots. That’s because these tools were built for advisors – they were never meant for clients.

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More and more “finfluencers” are popping up on social media, giving free financial advice that’s unregulated –– and sometimes terrible.How can financial advisors cut through the noise?

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Technology has been around for decades and has become an essential part of all businesses. Yet some advisors still aren’t using it to its full potential. Where do advisors use technology in their daily lives that could be applied to businesses…and how can other businesses benefit from that connection?

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Do your clients believe they’ll be happy once they acquire that one new thing — a new car, another house, or more money in their bank account?

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Do you want to create long-form content that catches and holds your niche’s attention? How about getting your expertise in front of as many ideal prospects as possible?

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Are you a wirehouse advisor who dreams of going independent…except the amount of freedom actually sounds a little scary?

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How do top advisors shorten their sales cycles? They build relationships with prospects before they’ve even met them.

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In business, people don't buy brands. They buy the person and the expertise behind a brand. The question is, how do you start building relationships with your audience?

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As the world's perspective changes, so do the way businesses are run. Adapting to those changes allows companies to push forward and rise above within the industry.

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Do you want to build deeper relationship with CPAs in your area so you can upscale your business?

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“I'm going to die someday, and spoiler alert: so are you.” After someone dies, your ideal situation is to be allowed to just simply grieve. But instead? Most of us are left with grief that’s affected by feeling frustrated, confused, or financially freaked out by legalities.

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Business owners looking to plan their exit need to consider more than just their personal life.  How many advisors can provide both retirement planning and business exit planning advice?

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Your clients might be getting hundreds of emails and messages every day. If you want your updates to stand out, consider making them hands-free. With voice updates,  your content is just one Alexa command away.

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A lot of people, especially women, feel anxious about their financial situation. It’s difficult to confront what’s really going on. It’s easy to feel paralyzed by shame.

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You probably have hidden profits in your business. Are you ready to find them?

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What does client success look like? How can your marketing help connect with clients and prospects?

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67% of Americans don’t have an estate plan, according to a recent survey. Most of them “just haven’t gotten around to it.” Estate planning feels daunting. But what if you could make it easy for clients –– including the stragglers –– to finally get it done?

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The best CPA partnerships accomplish both: improving your client experience and growing your revenue. But how and where can you find such partnerships?

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In advancing cultural diversity in the workplace, attracting and retaining diverse talent can often be a challenge. Not anymore!

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Organizing events is a great way to engage with clients and prospects. But before you organize another wine tasting event, ask yourself: How does this event fit into your overall marketing strategy?

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Only 6% of writers get halfway through a book.* For the rest, their book remains a dream. Are you an advisor who has always thought of writing a book — perhaps even started one — but never finished it?

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What’s stopping you from sharing your thought leadership? Is it a busy schedule? Is it a lack of confidence? Or is it both? Our guest today, Meg Bartelt, has consistently blogged for 6 years — even during times when things got overwhelming.

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Do you want a 12-month marketing plan that’s strategic, measurable, has actionable items, and is based on reliable data? Most advisors do! BUT, they don’t know how to get started or lack a marketing team to support them.

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Have you heard about niche marketing but still aren't convinced that it can grow your business? Perhaps hearing from someone who has walked the walk might help.

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Giving equal opportunity to females, people of color, nonbinary individuals, and other underrepresented communities is not just the right thing to do. It can actually benefit the financial services industry!

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Finding your hyper-focused niche is only work half done. Next, you need to get your voice out to your target audience and build a network of influencers and experts in your niche!

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Do you keep sidelining cybersecurity in your practice? If your firm were to experience a data breach, your clients would lose trust. If an SEC or FINRA auditor were to recognize poor cybersecurity practices, you’d probably have to pay a hefty fine.

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Do you want to build a community of raving fans who believe in your mission, make you more referable, and become brand advocates?

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You don't have to be an experienced author to write a book that speeds up your influence. You just need the right guidance.

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Looking for a one-stop shop to learn everything you need to know about podcasting, digital marketing, and branding? Introducing the PodRocket Academy — where we help you accelerate your influence and become the trusted authority you’re meant to be.

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Want to differentiate yourself from the advisor down the street?  Consider offering a service that your clients don’t even realize they need yet. (When you mention it, they’ll have a lightbulb moment!)

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Advisors often hesitate to niche out because they’re worried about whittling down their number of prospects.  Or worse, picking a niche that doesn’t work out. Maybe you know that niching is a game changer. But you’re worried, too. How do you get to a place where you can confidently know “these are my people” and attract the right prospects?

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Do you want to differentiate yourself from the advisor down the street? Are you looking for marketing strategies that will not only get your audience’s attention but also turn them into raving fans? You’ve come to the right place!

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Oftentimes, advisors aren’t fully involved in their clients’ finances — from big investment decisions all the way down to small daily finances. How then is it possible to give the best advice if you’re not seeing the whole picture?

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It’s common for financial advisors to collaborate with estate planning attorneys (EPAs). Partner with the right EPA, and you’ll get more referrals, enhance your value proposition, and provide a better client experience!

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Mergers and acquisitions can be an excellent way to scale your business. But only if you foster the right partnerships and relationships.

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Estate documents, investment certificates, bank records…your clients probably have a pile of documents they can’t afford to lose. What if you could provide them with a personal digital vault (branded under your name!) to securely store their documents?

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Advisors, are you keeping up with the latest FinTech trends? When was the last time you worked on your tech stack?

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Podcasts require more preparation than one might think. When your mind is racing with ideas, it’s important to ensure you don’t digress, don’t leave anything out, and still leave room for some impromptu creativity!

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Podcasts, emails, videos, blogs, white papers…

They may not be that effective as standalone media.

But if you can integrate them to run smoothly like cogs in a machine, you’ll realize their true marketing prowess!

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Have you heard the adage: content is king? According to Johnny Sandquist, content distribution is king! And not just generic, canned content, but authentic content that speaks to your ideal clients.

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A brand is more than a website and a logo.

Does your brand communicate your “why”? Does it spark an emotional connection that gets prospects excited to work with you?

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Does this sound familiar? You’ve been plugging away, doing this-and-that, stop-and-start marketing for years. It seems like everyone around you is succeeding, but it never seems to work out the same for you. The truth is, not many of them are actually succeeding –– at least not consistently.

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Whether they’re on the giving or receiving end, most women despise prospecting, selling, and closing.

So, if you want to help women advisors thrive and also appeal to women clients, you need to understand what resonates with them.

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Do you want to have a content marketing plan that captures your voice, attracts ideal clients, and grows your practice?

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The Elite Wealth Advisor Symposium™ (EWAS) is an annual invitation-only conference for 100 advisors who want to learn how to exponentially grow their practice while creating more balance in their life. This year, we had the opportunity to be a part of it –– which means we got to interview amazing people in the financial services industry!

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You’re all about building relationships as an advisor, right? Then why does your copy still come across as “salesy”? Rather than writing to convert, why not write to connect?

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Do you want to start a podcast, but you’re worried that your story isn’t interesting or that you don’t have enough expertise to share? Self-doubt is common, especially among women.

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Do you ever leave meetings feeling disappointed because you have disorganized notes that you know will be a nightmare for your team to understand, let alone act on?  The easiest and best solution is mind mapping!

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Are you struggling with building and implementing a long-term business development plan?

Perhaps it’s missing some key elements.

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Transitioning to a new firm can feel overwhelming due to various reasons… such as moving clients, repapering, and adjusting to new systems, to name a few!

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Myth: If you pick a niche, you’ll reduce your number of potential clients.

Reality: Picking a niche fine-tunes your messaging and attracts ideal clients!

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In 2021, we re-branded to ProudMouth, surpassed 300 episodes of this podcast, started a new podcast, and built a learning platform called PodRocket Academy. 

We’ve been busy. And we’ve learned a lot about marketing during these last 12 months!

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Advisors, it’s time to stop burning yourself out. If you truly want to live your best retirement, focus on building your health and wealth!

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Couldn’t make it to The MarketCounsel Summit 2021?

Don’t worry! We have compiled this 20-minute clip show with some of our best interviews!

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Over the past few years, communication strategies for financial services professionals have changed dramatically, especially with modern marketing tools, like social media.

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The MarketCounsel Summit. A lot of advisors are familiar with this event!

It’s where executives from leading wealth management firms gather to reassess the financial landscape.

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Video marketing helps advisors improve SEO, increase their email click-through rates, and boost social media engagement.

And get this –– you don’t even have to be on camera to make it all happen!

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Tired of having ongoing business problems in your advisory practice? It might be time to stop fighting the symptoms and start searching for the root cause!

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Matt Halloran and Kirk Lowe are helping you answer this question! Join them to learn about the podcast production process on a granular level — content creation, editing, marketing, expected results and costs, and more. Doing a complete cost-benefit analysis of outsourcing a podcast, they leave no stone unturned to help you decide which way to go!

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Do your clients feel ready for their children to graduate from high school? Or, are they like many parents who are completely overwhelmed because they haven’t started planning for college?

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In financial services, bear markets come and go. But the most resilient advisors stand strong even during the toughest crises.

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The podcast industry is obsessed with monetization. And we get it! Most podcasters want their shows to generate revenue. But are high downloads the only way to do it?

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You know exactly how you can transform your client’s life. But you just can’t seem to find the right words to tell them how. Sound familiar?

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Your prospects may not hire you right away. But when they’re ready to work with an advisor, you’ll want them to think of you first!

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When a podcaster stops producing episodes, suddenly and without notice, that’s called “podfade.”

Believe it or not, 50% of podcasts podfade before reaching episode seven. And then another 50% quit before episode 20!*

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A staggering 73% of parents with children under 18 say that paying for college is their top financial fear, according to Gallup. 

Not included in that statistic is the number of parents who are also stressed about trying to save for retirement at the same time!

Imagine being the one to help clients solve these problems?

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When done right, niche marketing helps advisors attract more ideal clients and skyrocket their business!

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Do you ever tell your clients to “leave emotions out” of their financial decisions? If so, you’re asking them to do something that’s physically impossible.

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Top entrepreneurs attract opportunities by having a growth and abundance mindset.

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Consumer behavior is evolving. Are you still using the right strategies to attract leads to your content?

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Creating a personalized client experience is more important than ever. And really, who knows what the clients want better than the clients themselves?

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The digital marketing landscape keeps evolving. If you want to stand out from your competition, you’ve got to keep up!

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Want to grow personally and professionally? 

Focus on continuous education, both for you and your clients.

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No matter how successful you become, your days will feel empty if you’re not living a life of fulfillment. 

Ready to exit the rat race? It’s time to take the red pill!

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Mergers and acquisitions (M&A) can be a game-changer for advisors.

When done right, they may be the fastest way to grow your business!

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When was the last time you thought, “Wow, I love my job!”? Has it been a while?

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In this highly commoditized financial industry, selling excellent investments or advice isn’t enough.

So, what are clients looking for? You’re about to find out!

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You’re about to get solutions to the marketing challenges that hinder today’s advisors from accelerating their influence.

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Your prospects care about who you are, not just what you know. Do you know how to show them your true self on social media?

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Are you giving your clients the opportunity to make a positive impact on this world with their investments?

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Do you have an idea that could change the financial services industry for the better?

With the perfect combination of integration and partnerships, you can bring that idea to fruition!

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The financial services industry has a major diversity issue. While it’s gradually becoming more inclusive, it still has a long way to go before we can truly call it a safe space for every individual.

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As you grow your practice, maintaining relationships with every client gets increasingly challenging.

But not when you have a solid CRM technology in place.

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Advisors, we have two questions for you:  1. What is your product?  2. What is your differentiator?

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While trying to maintain a healthy work-life balance as a virtual advisor, have you ever thought, “There has to be a better way”?

If so, Derek Notman, CFP®, founder of Conneqtor, has solutions for you!

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These days, if you don’t have a digital presence, you don’t exist for most prospects. It’s time to create a fully integrated marketing system that’s ever-present and builds relationships.

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Are your nerves holding you back from starting a podcast? 

Good news: We have a professional podcast host on our team who’s known for helping new podcasters find their groove.

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To be successful at marketing, you’ve got to be willing to put in the work. And then comes a tricky part: deciding how involved to be in that work and what to outsource.

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When you start associating sales with building relationships and creating influence, it takes your prospect meetings to a whole new level.

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One of two things happen with leads all the time –– they buy or they disappear.

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We live in an overworked world. Working 80+ hours at the office (and spending the rest of the time on our phones), is unfortunately the norm. But, it doesn’t have to be your norm.

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Have you ever considered partnering with CPAs and attorneys to give your clients the virtual family office experience?

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Thinking about starting a podcast? Before you press record, learn five podcasting must-haves that’ll help you avoid podfade and grow an audience of loyal fans.

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Most advisors take years to grow their practice. Very few are able to experience exponential growth right from the beginning.

Today’s guest is one of the few.

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Can you confidently say that your ideal prospects have a clear sense of who you are, whom you serve, and why?

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Do you want to do content marketing, but you feel burdened by compliance?

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Imagine being able to deliver your message to your audience in real-time across all social media platforms. 

That’s exactly what you can do with Restream! And they make it super easy. We use Restream all the time! 

In this episode, Matt Halloran joins Anya Razina, head of influencer relations at Restream, to redefine the way advisors deliver messages to their community. First, they address compliance concerns. And then they discuss how you can build your own media channel through Restream, whereby you can launch your own show, hold guest interviews, and even have live Q&A sessions to take your audience engagement to the next level.

You will learn:

The benefits of live streaming from a compliance standpoint How to build a community of raving fans with Restream How to use Restream to create exclusive and/or paid content The basic equipment set-up that can help you deliver a high-quality live streaming experience with minimal costs How to create a “teaser experience” that drives a massive amount of traffic to your webinars Ways to repurpose your live stream recording into more content And more!

Tune in now to learn how you leverage the live streaming platform to rise above the noise!

Resources: ProudMouth | Matt Halloran on LinkedIn | Influence Accelerator Academy | Anya Razina on LinkedIn | Restream | Idea Decanter | Harry Mack on TikTok

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Are you hesitant to enter the merger and acquisition (M&A) space because you don’t want to sell your business and stop working? Or, maybe you’re worried about losing complete autonomy.

Good news: You don’t have to give up any of that.

In this episode, Matt talks to Allen Darby, CEO of Alaris Acquisitions. They navigate the complex M&A landscape and discuss how you can accelerate your business growth by integrating your practice with larger firms –– and still maintain some autonomy. They go on to discuss strategies to help you ensure that you partner with a business that best suits your needs.

You will learn:

The latest trends in the current M&A market and how to take advantage of them The difference between full and partial acquisition models Best practices for maximizing the value of your business Why M&A is more about talent acquisition than simply being an asset purchase How to use the synergies from a merger to centralize compliance, marketing, and HR And more!

Tune in now to learn how you can use M&A as a catalyst to grow your practice!

Resources: ProudMouth | Matt Halloran on LinkedIn | Influence Accelerator Academy | Alaris Acquisitions | Allen Darby on LinkedIn | Email Allen at: allen.darby@alarisacquisitions.com

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Your prospects will usually make their final purchasing decision when you’re not around. 

People want to buy your services. What they don’t want is to be on the receiving end of a sales process.

In this episode, Matt and Kirk challenge advisors’ long held beliefs about sales as they discuss whether selling is still necessary. In doing so, they explore a new and proven way to demonstrate your value to ideal prospects. Matt and Kirk also dig into what actually moves prospects to become clients and what makes them stay with you for the long term.  

You will learn:

Eye-opening statistics about changing consumer expectations The importance of helping prospects understand that you deliver more than the obvious (i.e., more than your main service) Why modern-day sales and marketing are opt-in processes How to use technology to automate part of your sales process Reasons to stop focusing on outselling your competition in the short term And more!

Press play to rethink your approach to attracting and retaining your ideal clients!

Resources: ProudMouth | Matt Halloran on LinkedIn | Kirk Lowe on LinkedIn | Influence Accelerator Academy | State of the Connected Customer – Research Report by Salesforce | Neil Patel on LinkedIn

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If you can help your clients discover their most meaningful and deeply felt aspirations, they’re likely to stay with you for life. 

In this episode, Matt Halloran is joined by George Kinder, the founder and president of The Kinder Institute of Life Planning. George is sharing how you, as an advisor, can guide your clients through conversations that get to the heart of what they want in their life. This Life Planning method lays the groundwork for warm, empathic, and lasting client relationships.

You will learn:

How to be an attentive listener and engage in deep, meaningful conversations How George’s EVOKE® program helps advisors define their Life Planning process The 3 surprising questions that can lead your clients to having life-changing epiphanies Why setting short timeframes is the key to efficient Life Planning How to be extremely referable immediately after the first client meeting And more!

Tune in now to learn how you can develop lasting client relationships like never before!

Resources: 

ProudMouth | Matt Halloran on LinkedIn | Influence Accelerator Academy | George Kinder on LinkedIn | The Kinder Institute of Life Planning | The Kinder Institute Training Programs | EVOKE® Life Planning Training | “Transforming Suffering into Wisdom: Mindfulness and The Art of Inner Listening” by George Kinder | “A Golden Civilization and The Map of Mindfulness” by George Kinder

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If you’re thinking about starting a podcast and using one of our services to make it happen, this episode is for you! 

You’re about to discover what the client onboarding process is all about.  In other words, what happens after you say yes to podcasting with ProudMouth!

In this episode, Matt Halloran talks to one of our clients, Malcolm Ethridge. Malcolm is a financial advisor at CIC Wealth and the host of The Tech Money Podcast. Malcolm shares what it was like for him to start his podcast with us, and he dives into what has made his podcast a success that’s led to one-meeting closes.

You will learn:

What it was like for Malcolm to work with our team on setting up his podcast Ways in which podcasting makes a “one-meeting close” possible for advisors The difference between a unique selling point and a mere feature How to overcome the fear of claiming a niche listenership The long-term ROI breakdown of podcasting Why Malcolm decided to completely outsource the production of his podcast And more!

Press play to learn what you can expect if you podcast with ProudMouth!

Resources: ProudMouth | Matt Halloran on LinkedIn | Top Advisor Marketing Podcast, ep. 275 – Here’s What It’s Like To Podcast With Us! –– With Lauren Bus | Influence Accelerator Academy | Malcolm Ethridge on LinkedIn | The Tech Money Podcast | The Tech Money Podcast, ep. 4: It’s Tax Time. Should You DIY or Hire a Pro? — With Erica James |The Tech Money Podcast, ep. 3: Are You Asking the Right Questions of Your Financial Advisor? — With Malcolm Hodge | Manage Your Damn Money With Ben & Malcolm | eMoney | MoneyGuidePro | Asset-Map | Restream

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Creating accessible content is the right thing to do. Because you care about your audience and their experience with your brand.

In this episode, Matt Halloran talks to Alexa Heinrich, a digital accessibility expert. Alexa unpacks simple fixes you can implement right away to make your social media more accessible. She also discusses inaccessible practices (that people go out of their way to do) that everyone needs to kick to the curb.

You will learn:

The crucial first step to making your content more accessible What alt text is all about –– and why you should add it to every image and video Reasons to stop using ASCII Art and special Unicode characters in your social media posts How accessibility can help you from a market-reach standpoint Examples of companies that execute accessibility unbelievably well And more

Press play to learn how to make your social media content accessible!

Resources: ProudMouth | Matt Halloran on LinkedIn | Influence Accelerator Academy |  Alexa Heinrich | Alexa Heinrich on LinkedIn | Social Media Accessibility Checklist | World Wide Web Consortium (W3C) | The Wheel of Time on Twitter

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A coffee mug on your desk, the color of your walls, what you play on your office TV, and maybe even a pair of polka dot socks. 

These small details are easy to overlook. But they carry huge potential for creating an unforgettable brand. 

In this episode, Matt talks to Sheri Fitts, a nationally recognized speaker and host of the “Women Rocking Wall Street” podcast. Over the past 30 years, Sheri has helped countless advisors achieve an unbelievably high level of brand consistency. Now, Sheri is telling you why “the little things” about your brand can make a big impact on your audience. Join Matt and Sheri as they uncover strategies that will help you differentiate your brand –– a task that’s especially important as the financial services industry becomes increasingly commoditized.

You will learn:

Unforgettable branding strategies that are free from compliance restrictions How Sheri uses polka dot socks to make a lasting impression on prospects Why Sheri decided to start a free podcast even though people would readily pay for her expertise Reasons to tap into the power of audio branding And more

Press play to learn how to differentiate your brand by focusing on the small details that most advisors forget about!

Resources: ProudMouth | Matt Halloran on LinkedIn | Influence Accelerator Academy | Sheri Fitts | Sheri Fitts on LinkedIn | Women Rocking Wall Street | It’s the Little Things That Matter | Claire Akin on LinkedIn | Sticker Mule | Moo | ShoeFitts Brand Touchpoint Audit

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Sales has fundamentally changed. Before people consider saying yes to services, they want to know that you genuinely care about them. They want to be sure that they can trust you. 

In this episode, Matt talks to Charlie Van Derven, founder of Social Advisors, about how to move away from selling to start having meaningful interactions with prospects on LinkedIn. Charlie unpacks his four-step process to building relationships through LinkedIn messaging and then goes on to demystify the prospect-nurturing potential of retargeting ads.

You will learn:

A proven 4-step process for building relationships with ideal prospects on LinkedIn Reasons to comment on prospects’ posts instead of sending direct messages right away How to gauge if it’s the right time to present your prospect with an offer  Proven retargeting strategies that will make your ads far more likely to convert How Social Advisors’ Post Party can help you increase your post’s exposure by 5X And more!

Tune in now to learn how you can significantly expand your LinkedIn network and build lasting relationships with your ideal prospects!

Resources: 

ProudMouth | Matt Halloran on LinkedIn | Influence Accelerator Academy | Charlie Van Derven on LinkedIn | Email: Cvanderven@social-advisors.com | Contact: (386) 846-5291 | Social Advisors | Social Advisor's Post Party | LinkedIn Sales Navigator

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Every podcaster hopes to have loyal listeners. These are the people who know what day you release new episodes on, are super eager to tune in, and never miss an opportunity to recommend your podcast to their friends. 

Sounds awesome, right? So what holds some podcasters back from building this level of loyalty? 

In this episode, Matt and Kirk dig into this big question. They walk you through the five mistakes that keep podcasters from building a strong base of loyal fans. You will get the same strategies they use to draw in thousands of listeners to the Top Advisor Marketing Podcast every week.

You will learn:

The biggest cause of “podfade” and how to make sure it doesn’t happen to you Why releasing episodes on a consistent schedule is key to cultivating loyalty Examples of how to create a podcast that’s extremely helpful for a niche audience Why your listeners will thank you for preparing episode-outlines What podcasting misstep Matt and Kirk regret the most from the early days of this podcast Examples of women-led podcasts we love! And more!

Press play to learn what it takes for podcasters to build a base of loyal listeners!

Resources: 

ProudMouth | Matt Halloran on LinkedIn | Kirk Lowe on LinkedIn | Influence Accelerator Academy | Be Your Own Loud Podcast | A Complete Guide to Starting a Podcast | Doctor’s Eyes Only Podcast | MindMeister | Deirdre Van Nest on LinkedIn | Erica Cummings on LinkedIn | Esther Szabo on LinkedIn | Kimberly Griego-Kiel on LinkedIn | Marci Bair on LinkedIn | Nell Sloane on LinkedIn | Rachel Rasmussen on LinkedIn | Rebecca Hourihan on LinkedIn | Tina Powell on LinkedIn

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Your competition is consistently adding new prospects to their email lists and getting meetings with ideal prospects. 

How?

By using proven digital marketing tactics that most advisors just aren’t doing! 

In this episode, Matt talks to Claire Akin, the founder of Indigo Marketing Agency, a marketing consultant company that specializes in working with financial services professionals. They unpack Claire’s marketing checklist, which is full of the underused tactics that top advisors use to attract, nurture, and convert ideal prospects. 

You will learn:

The differences between leading and lagging measures of marketing success Two marketing tactics to focus on (instead of getting caught up in every new marketing trend) Which topic always becomes a top-performing blog for Claire’s clients Which page gets the most traffic on advisors’ sites Why including pricing on your website is a must How to grow your email list without using pop-ups And more!

Tune in now for digital marketing tactics that are absolute gold for advisors!

Resources:

ProudMouth | Matt Halloran on LinkedIn | Influence Accelerator Academy | Claire Akin on LinkedIn | Indigo Marketing Agency | Sample Marketing Calendar | Checklist: Marketing Strategy | Schedule Your Free Marketing Consultation | On-Demand Webinar: How to Create Your 2021 Marketing Plan | On-Demand Webinar: The Truth About Marketing for Financial Advisors | The Marketing Guide for Financial Advisors by Claire Akin | Checklist: How Does Your Marketing Compare To Top Advisors? | Checklist: How To Set up and Optimize Your Facebook Business Page | Checklist: How To Set up and Optimize Your LinkedIn Company Page | Checklist: How To Set up and Optimize Your Twitter Profile | Google My Business

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Most small businesses can’t afford to hire an employee for every area of their business. And if you try to handle everything yourself, that reduces your efficiency tremendously.

So, what’s the solution? It’s simple –– outsourcing!

In this episode, Matt is joined by Lisa Ferguson, our very own COO at ProudMouth, and Sarah Koenig, the remote fractional COO at Optimize Advisory. Drawing from their experiences, Lisa and Sarah share how small business owners benefit from bringing outside talent into c-suite roles. 

You will learn:

Reasons to let go of some of the challenges that come with running a business and let the experts take over How to find the right talent to meet your business’s various emerging needs Sarah’s steps for ensuring that her clients can execute and maintain new systems Ways that Lisa has enhanced ProudMouth’s operations through comprehensive documentation How to know if it’s the right time for you to outsource And more!

Press play to learn how to increase your business’s efficiency by outsourcing executive roles!

Resources: 

ProudMouth | Matt Halloran on LinkedIn | Lisa Ferguson on LinkedIn | Influence Accelerator Academy | Sarah Koenig on LinkedIn | Contact Sarah: (414) 587-8495 | Optimize Advisory

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Ten clients hired Taylor Schulte’s financial firm directly from his podcast last year, generating about $100,000 in recurring annual revenue. 

Taylor’s podcast has become his primary source of new business. But, his podcast wasn’t an overnight success. Taylor even says, “I've poured my blood, sweat, and tears into this thing.”

So then, what does it take to evolve a podcast into a content marketing machine that turns listeners into ideal clients?

In this episode, Matt and Kirk talk to Taylor Schulte CFP®, co-founder of The AGC™ and host of The Stay Wealthy Podcast. Taylor has been running his own podcast for over three years now and has found tremendous success, rising from 200 to 20,000 downloads per month! He’s here to share the secrets behind his growth, mistakes that kept him from growing his listenership early on, and why giving away all of his knowledge for free is the key to converting listeners into clients. 

You will learn:

What pivot skyrocketed Taylor’s podcast from 200 downloads per month to 20,000 How Taylor expanded his listenership by changing his podcast name What episode format Taylor’s audience is loving right now  The case for sharing everything you know (not just enough to pique your prospect’s interest) What Taylor did before going in for the “ask” with his podcast audience (he got a 56.3% close rate last year!) And more!

Tune in now to learn how to successfully embark on your own podcast journey to grow your business!

Resources: 

ProudMouth | Matt Halloran on LinkedIn | Kirk Lowe on LinkedIn | Influence Accelerator Academy | Taylor Schulte on LinkedIn | Taylor Schulte’s Website | The Stay Wealthy Podcast | The AGC™ | FinCon | Evan Carmichael | Libsyn | The Stacking Benjamins Show | SmartLess

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Ever since we started outsourcing last year, we’ve been able to take our internal efficiency and the value of our services to a whole new level.

In this episode, Matt and Kirk unpack the five biggest reasons for advisors to start outsourcing. They draw from their experiences at ProudMouth to share how our company has benefitted in ways they’d never imagined from bringing in outside talent. And, along the way, Matt and Kirk uncover the biggest outsourcing opportunities for advisors.

You will learn:

Why we decided to outsource our rebranding project (even though Kirk is a branding expert) What areas of outsourcing impact advisors’ growth and development the most How working with consultants can help you build a better learning model for your team Three financial benefits of outsourcing that no one talks about Which aspects of your business you should never outsource Four potential downsides to outsourcing (and how to dodge them) And more!

Press play to learn you can achieve the greatest level of expertise across your business by using the power of outsourcing!

Resources: ProudMouth | Matt Halloran on LinkedIn | Kirk Lowe on LinkedIn | Ep. 272: How To Overcome 15 “Buts” That Keep Your Business From Achieving the Next Level of Success | Radio Show: Building America with Guest Matt Halloran | Influence Accelerator Academy | Communo

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One of the greatest benefits of outsourcing is that it allows you to build a narrow focus and work on areas in which you’re truly an expert.

In this episode, Matt talks to Brad Wales, the founder of Transition To RIA. With over 10 years of experience in the RIA model, Brad has developed a deep bench of referral partners who help him provide better services to his clients. Today, he dives into how he effectively outsources several aspects of his business and how much value outsourcing adds to his services.

You will learn:

Brad’s proven techniques for building trust with clients before you meet for the first time How to ensure that you refer your clients to a professional who’s truly capable of helping them How Brad outsources several key areas of the RIA transition process to provide expert services to clients Ways that a flexible business model can help you gain a competitive edge And more!

Press play to learn how to increase client referrals and gain the advantages of outsourcing!

Resources:

ProudMouth | Matt Halloran on LinkedIn | Brad Wales on LinkedIn | Transition To RIA |Transition to RIA Podcast, Q34: What Kind Of RIA Compliance Consultants Are There To Choose From? | Calendly | MarketCounsel | AdvisorAssist | RIA in a Box | Salesforce | Redtail

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It’s time to rethink the conventional advice from marketing gurus who say you must be on every social media platform if you want to become a subject matter authority.  

In this episode, Matt talks to Mohit Rajhans, the co-founder of Think Start and author of “Rethinking Your Content.” Mohit starts out by encouraging you to be strategic with your social media platform of choice, even if it’s tempting to strive for omnipresence. Matt and Mohit then go on to discuss digital trends and several ways to re-think your approach to content strategy. 

You will learn:

Why Mohit believes we’re in a “content crisis” and how that plays out in content creation Why your platform strategy is way more important than your content strategy Mohit’s expert insights on the latest trends in the digital world The first steps to auditing your digital footprint And more!

Press play to learn how you can benefit, as a content creator, from focusing more on platform strategy and less on content strategy.

Resources: 

ProudMouth | Matt Halloran on LinkedIn | Mohit Rajhans on LinkedIn | Think Start | How To Find Growth Beyond Your Personal Brand | Dadspotting

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When we talk to advisors about starting their own podcast, their first question is: “When will I get leads?”

Of course, getting leads –– that turn into ideal clients –– is the ultimate goal; but there are five essential marketing rules that you must put in place in order for that to happen. 

Today, Matt and Kirk unearth the marketing rules that advisors keep skipping past at the expense of their time, money, and hopes of having a marketing plan that actually generates leads. Listen in as they uncover five marketing essentials for advisors to focus on first: credibility, specificity, momentum, repeatability, and sustainability. 

You will learn:

What outcomes advisors constantly overlook when calculating their ROI Kirk’s quick formula for nailing down the level of specificity that attracts only ideal clients How long it took for our first client’s podcast to blow up with opportunities  Why momentum-building marketing must be repeatable And more!

Hit play to learn how to master five marketing rules that come before leads!

Resources: ProudMouth | Matt Halloran on LinkedIn | Kirk Lowe on LinkedIn | Influence Accelerator Academy | Sendible

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Put yourself in your prospect’s shoes. Would you enjoy listening to a podcast that gives you a boring rundown on a financial topic? Or worse, is clearly trying to sell to you?

Probably not. People don’t want to be sold to. They listen to podcasts to be entertained and inspired.

In this episode, Matt joins Jimmy Williams, founder of Compass Capital Management and the host of Live a Life by Design podcast. They dive into Jimmy’s proven strategies for attracting 10,000 unique listeners every month by talking about life, why talking about finances was never the plan, and how he uses his podcast to grow his business.

In this episode, you will learn:

How to use the art of storytelling to keep your podcast audience coming back for more Ways to highlight your unique approach to solving your clients’ problems in every episode The mindset strategy that Jimmy swears by for putting 100% focus into his podcast once a week, despite having a busy practice Why Jimmy decided, from day one, to dedicate his podcast to talking about life  And more!

Tune in now to learn how to #BeYourOwnLoud and gain a loyal audience by dedicating your own podcast to talking about life!  

Resources: 

ProudMouth | Matt Halloran on LinkedIn | Jimmy Williams on LinkedIn | Live a Life by Design | Jimmy’s Top Reads | Life a Life by Design Podcast, ep. 88: The Importance of Coaching and Being Unique –– With Matt Halloran | Compass Capital Management

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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 experiences as new podcasters to talk about how they’ve improved. Matt and Kirk also reveal statistics and client outcomes that turn these myths on their head. 

You will learn:

How to overcome the initial fear of starting a podcast  Why your perceived weaknesses will most likely be your biggest strengths as a podcaster What stats show about podcasting’s growth potential in the coming years  8 reasons why podcasting is a game-changer for experts And more!

Listen now to slay the biggest myths that are keeping you from rising above the noise!

Resources: 

Top Advisor Marketing | ProudMouth | Matt Halloran on LinkedIn | Kirk Lowe on LinkedIn | 3 Myths That Stop Professionals From Podcasting (and Why They’re Wrong!) | Influence Accelerator Academy | Ep. 272: How To Overcome 15 “Buts” That Keep Your Business From Achieving the Next Level of Success | MindMeister

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When a prospect discovers you through your content and experiences your expertise, your credibility as an advisor goes through the roof!

Today, Matt is joined by Jason Pereira, a portfolio manager, entrepreneur, lecturer, FinTech expert, writer, podcaster, and award-winning financial planner! Jason shares the secrets behind his productivity and how he has used several forms of media to become known as Canada’s most recognizable name in FinTech.

In this episode, you will learn:

How getting a single article published can lead to more opportunities to become known for your expertise How to pick a fight online to support the ideas, philosophies, and products that you believe in Examples of how to get endless pieces of content out of one video  Which marketing tasks Jason outsources and why And more!

Tune in now to learn how to rise above the noise and become a known subject matter authority in the financial services industry!

Resources: 

Top Advisor Marketing | Matt Halloran on LinkedIn | Jason Pereira’s Website | Jason Pereira on LinkedIn | The Fintech Impact Podcast | The Financial Planning For Canadian Business Owners Podcast | AdvisorStream

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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 for today’s advisors.

You will learn:

How to use strategic, agenda-driven meetings to elevate the client experience What outcome advisors are seeing from rebranded client meetings The difference between stewardship and salesmanship Why elite financial professionals choose to outsource 3 essential keys to making a video that clients will love and remember How to develop a process-driven approach to attract more clients And more!

Listen now to learn how to rebrand your meetings so you can stay top-of-mind with your ideal clients and highly referable!

Resources: 

Top Advisor Marketing | Matt Halloran on LinkedIn | Duncan MacPherson on LinkedIn | Pareto Systems: (866) 593-8020 | The Advisor Playbook | Video: The Review Meeting is Obsolete | Idea Decanter

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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 details that would’ve won the prospect or elevated the client experience vanish into thin air.

Today, Matt is joined by Maree Moscati, the CEO of Copytalk, which is a premier dictation service company that uses live transcription to preserve your every word. They discuss the numerous benefits that proper documentation offers advisors –– from a client interaction perspective, task perspective, and compliance perspective!

In this episode, you will learn:

How documentation can help you provide more value to clients How Copytalk uses a combination of human touch and world-class technology to set them apart from mainstream speech-to-text software How Copytalk is engineered to meet the financial-service industry’s rigorous standards of accuracy, privacy, and efficiency Maree’s advice to advisors on how to market effectively in today’s COVID-19 world And more!

Tune in now to discover how a real-time transcription service like Copytalk can help you operate more effectively, save time, and wow your clients!

Resources: 

Top Advisor Marketing | Matt Halloran on LinkedIn | Maree Moscati on LinkedIn | Maree Moscati on Twitter | Copytalk: (866) 267- 9825

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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 client. Lauren takes you behind the scenes to share how we help you rise above the noise, including our techniques for building up your confidence, creating click-worthy social media posts to drive listenership, and more!

In this episode, you will learn:

What it’s like to be part of our podcast discovery process What strategies we use to capture each client’s voice when writing their social media posts How to use your status as a podcaster to position yourself differently to COIs and prospects What sets us apart from other companies that offer a podcasting service Three qualities we look for in aspiring podcasters  And more!

Tune in now to get rare insight into what it’s like to podcast with us! 

Resources: 

Top Advisor Marketing | Matt Halloran on LinkedIn | Kirk Lowe on LinkedIn | Lauren Bus on LinkedIn

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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 three years than we’ve seen in the past 30. 

Bill dives into what changes are on the horizon in financial services, how to prioritize areas of innovation in your practice, and how successful industry leaders have implemented innovation into their businesses!

In this episode, you will learn:

How to adapt to the modern change that’s occurring at a hyper rate How the Institute for Innovation Development equips advisors for change Which areas of financial services are expected to change rapidly in the next two to three years The difference between innovation and technology and what it really means to be innovative Ways for advisors to develop an innovative mindset The four most needed areas in financial services for deploying an innovative mindset And more!

Listen now to learn how to embrace and apply innovation to your financial practice!

Resources: Top Advisor Marketing  | Bill Hortz on LinkedIn | Email Bill Hortz | Institute for Innovation Development | An Innovation Call To Arms For Financial Advisors by Bill Hortz | What Got You Here Won’t Get You There by Marshall Goldsmith | The Innovator’s DNA by Jeff Dyer, Hal Gregersen, and Clayton M. Christensen | Fix by Chris Kneeland, Ryan Gill, and Rob Howard | Little Black Stretchy Pants by Chip Wilson

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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 with unconventional, but proven, ways to generate referrals from COIs, find ideal prospects in places you’ve never considered, and create a business that allows you to take time off without compromising profitability.  

In this episode, you will learn:

How Matthew has been so successful in delivering massive value to his clients Matthew’s secret method to getting referrals from COIs without actually asking for referrals Matthew’s methods for getting half of his business through rock climbing, mountain biking, dirt biking, boating, and going to Vegas Why Matthew is able to take six months off a year and still maintain high profitability  Why finding a mentor to guide you on your journey to success is easier than you think And more!

Listen now to learn how you can apply Matthew’s tips and tricks to your unique business model!

Resources: Top Advisor Marketing | Matthew Jarvis | The Perfect RIA podcast | Jarvis Financial | The “Sleep On It” Process | Behavioral Investment Counseling by Nick Murray

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“I would like to do this but…” 

There are many “buts” that financial advisors use as reasons to not pursue a better marketing strategy that would move their business forward.

Today, Matt and Kirk reveal the 15 “buts” that stop too many businesses from reaching their next level of success. They draw from their own experiences as entrepreneurs to help you re-think and break free from your own limitations. 

In this episode, you will learn:

Why saying “no” can create a huge burden for business owners How to avoid outsourcing to specialists who don’t see the bigger picture Reasons to not allow time or money to hold you back from your next level of success Ways to overcome the fear of failure Why Kirk encourages you to fix whatever isn’t working with your marketing, even if that means starting over  Why outsourcing will probably save you money, even if you’re paying a premium for a specialized service And more!

Learn how to conquer the “buts” that hinder you from moving your business forward!

Resources: Top Advisor Marketing 

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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 media posts that draw in your niche audience and increase engagement. As a prolific writer for Ameriprise Financial, Jeff has no shortage of copywriting hacks that advisors can use right away!

In this episode, you will learn:

Jeff’s strategies for writing posts that speak directly to an advisor’s ideal prospect  An easy method for leveraging content from your industry on social media How to make your posts more about your audience and less about you How to monitor a specific employer on LinkedIn to know what financial advice their employees need and when Why Jeff doesn’t recommend putting a call-to-action in every post And more!

Tune in now to learn how to make your social media posts speak powerfully to your niche audience! 

Resources: Top Advisor Marketing | Jeff Woodhouse on LinkedIn | Jeff Woodhouse’s mobile: (443) 591-9449 | jeff.woodhouse@j2-consulting.com | Canva | Webinar Replay: How to Write Social Media Posts That Get Clicks | Traffic and Funnels | Castor Abbott | Snappy Kraken | Social Media Examiner

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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 game-changer for sales processes that have gone completely virtual during COVID-19. Patrick also explains why the best way to build your influence is by being extremely clear about who your ideal client is. After all, the riches are in the niches!

In this episode, you will learn:

Why getting a webinar prospect to say “yes” is expensive if you haven’t built up your online influence How and why Patrick has shifted his sales process during COVID-19 How to use an interview-style podcast to convert clients (and not become an influencer marketer) Which types of content will help you build an audience before using conversion-oriented marketing tactics And more!

Tune in to hear what it takes to build enough influence to speed up your conversions! 

Resources: Top Advisor Marketing | Patrick Brewer on LinkedIn | Model FA | The Model FA podcast

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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 rules –– including one you definitely won’t expect to hear in a list about etiquette –– to help you gain a strong social media audience.

In this episode, you will learn:

Whether it’s ever acceptable for advisors to use auto-replies and bots Easy ways to check the tone of your social media posts before you publish them How to pick a fight on social media and example-topics for advisors How to make the most of the social media algorithms to gain maximum visibility And more!

Tune in now to learn the most important social media etiquette rules for advisors!

Resources: 14 Essential Social Media Etiquette Rules for Brands by Todd Clarke

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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 immediately, gain their trust, and build your credibility. 

In this episode, you will learn:

Examples of how to niche down in the 401(k) world The most effective ways to gain more market share within the plans that you want to help How referrals can play a major role in your business growth Whether you should go beyond plan design to offer educational resources to your prospects How to distribute your content and build a community around your plan How personal branding can help you create awareness and attract more clients And more!

Avoid mistakes that keep 401(k) advisors from growing and becoming known by their audience. Tune in now to get proven marketing tips for the 401(k) space!

Resources: Top Advisor Marketing | 401(k)lub | The 401JA(k)E Show | Jake Rushton on LinkedIn

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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 to put away your bar graphs and start talking to women in a way that moves them to action. This episode is filled with tips you can use right away to help women plan for the retirement they’re hoping for. 

In this episode, you will learn:  

Why there are differences between how women and men plan for retirement Ways to make conversations with women visual (without using boring pie charts) How to bring what’s most important to women into the planning conversation Reasons to add a Social Security expert to your team And more!

Tune in now for proven ways to help women plan for retirement! 

Resources: 

Top Advisor Marketing | Mantell Retirement Consulting, Inc. | Boomer Retirement Briefs  | What’s the Deal with Retirement Planning for Women? by Marcia Mantell | What’s the Deal with Social Security for Women? by Marcia Mantell | Episode 264: How to Become an Author Without Writing a Single Thing

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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 Guide To Surviving Divorce.” 

As a coach who has helped numerous women navigate a divorce, Allison reveals how women handle divorce differently than men. She also shares why divorce is especially painful for professionally successful women and what financial advisors can do to help guide women through this major life event. 

In this episode, you will learn:  

Why Allison wrote her book and how it can help advisors better communicate with their female clients Significant differences in how women vs. men make decisions Why divorce often feels like a bigger failure to women with successful careers Advice for women who are in the midst of a divorce How advisors can help women feel secure as they navigate a divorce Why women who are going through a divorce need a community And more!

Tune in now for insight into how professionally successful women experience divorce, so you can help them navigate it with confidence. 

Resources: Top Advisor Marketing | Allison Jeffereys’ Website | A Woman’s Guide To Surviving Divorce by Allison Jeffereys | Turning Chaos Into Confidence Handout | Schedule a consultation with Allison Jeffereys

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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 involved in every aspect of your business.

In this episode, Matt and Kirk help you break down opportunities to outsource and not be involved in every part of your business. They give you a new lens to look through –– one that’s worked incredibly well for them. It all starts with dividing your business’s growth into three categories: branding, marketing, and business development.

You will learn:

Top reasons why advisors are resistant to taking their marketing to the next level The argument for investing in marketing that isn’t measurable How much of your budget should be spent on marketing Why it’s becoming more common for advisors to outsource their marketing Reasons to start content marketing now And more!

Tune in to learn how to build a sustainable practice by being less involved!

Resources:  Top Advisor Marketing | Episode 260: Is Your Digital Marketing Working to Convert Prospects? –– With John Lincoln | Episode 233: Beware of “10X” and “We Fill Your Pipeline” Claims | The E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About It by Michael E. Gerber

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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 COI method and how his team helps advisors write their own book that generates referrals. He also shares what marketing techniques are making advisors stand out and find prospects during COVID-19 and three marketing missteps to stop doing immediately.

In this episode, you will learn:

How the upcoming U.S. election is impacting cost-per-lead ad spending on Facebook Why LinkedIn campaigns are working better than ever before for Seth’s clients How Seth’s COI system works and who it’s designed for Stories about professionals who’ve successfully used their book to generate referrals Three marketing missteps that advisors should avoid And more!

Tune in now to learn about marketing in the virtual space!

Resources: Top Advisor Marketing | Market Domination LLC | Seth Greene on Linkedin

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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, including those who are just starting out, were never educated in financial planning, this book bridges that gap with practical advice for readers of all ages dealing with fiscal change.

Brian talks about how he wrote the book, who it’s for, and how his clients are using this book as a lifeline for teaching adult kids about money. Brian also explains how family meetings can play a role in positioning you as a family advisor for your clients’ children.

In this episode, you will learn:

What prompted Brian to write his book How Brian uses his book in his practice Why adult children are more likely to take financial advice from a book vs. their parents How family advisors can impact their client’s adult children’s financial literacy Ideas for how to organize family meetings Brian’s advice for advisors who want to maintain multigenerational relationships with their clients and their families And more!

Tune in to learn how you can equip the next generation with financial knowledge and become their family advisor.

Resources:

Top Advisor Marketing | "Now What? A Practical Guide to Figuring Out Your Financial Future" by Brian Ursu | Brian Ursu on LinkedIn | Intentional Wealth Advisors

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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 on your every word, how to promote your podcast, and more!

In this episode, you will learn:

Questions to ask yourself before starting a podcast Four exclusive tips on how to instantly become a good podcast host Which interviewing techniques Aric swears by The biggest mistakes that podcast hosts make A new way to introduce yourself to centers of influence and prospects And more!

Tune in to learn how to become a podcast host that your audience adores!

Resources: Top Advisor Marketing | Aric Johnson on LinkedIn

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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 Retirement Revealed With Jeremy Keil podcast.

Jeremy shares how he uses original content to introduce himself to prospects. He also dives into his marketing misses and wins, and how he caught the attention of Harley-Davidson employees at a time when they needed his help the most.

In this episode, you will learn:

The difference between branding and marketing Jeremy’s secret tips for never running out of podcast topics Marketing missteps that Jeremy wants you to avoid 5 ways to get your content in front of people on Google How Jeremy used content to put himself in front of Harley-Davidson employees And more!

Tune in now to learn easy ways to get in front of ideal prospects with your original content!

Resources: Top Advisor Marketing | Jeremy Keil on LinkedIn | Keil Financial Partners | Retirement Revealed With Jeremy Keil

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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 machine. John shares his secrets for converting traffic for less, increasing landing page conversion rates by up to 30%, and getting maximum visibility with a single piece of content.

In this episode, you will learn:

What two components make digital marketing cohesive and trackable Which tool will tell you how many leads your content is getting Why setting up remarketing audiences is the future of the internet Four things your landing page must have for you to convert better than your competition How to tweak your landing page to convert traffic for less money How much gross revenue entrepreneurs should spend on marketing And more!

Tune in to learn how to fine-tune your digital marketing for higher conversions!

Resources:

Top Advisor Marketing | John Lincoln on LinkedIn | Ignite Visibility | Ignite Visibility on YouTube  | Ignite Visibility's landing page (John recommends this format for advisors)

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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, LinkedIn, and Twitter launched during the early stages of COVID-19. They walk you through each new feature and explore how advisors can use them to their marketing advantage.

In this episode, you will learn:

How Facebook is keeping users informed during COVID-19 About Facebook’s new virtual meeting capabilities How each platform is combating the spread of misinformation What email-inspired feature LinkedIn rolled out for premium users What new LinkedIn feature offers an easy alternative to webinars What new Twitter feature can help advisors be more present on this platform without taking extra time And more!

Tune in now to learn about new features on Facebook, LinkedIn, Twitter!

Resources:

Top Advisor Marketing | Julia Ritchie on LinkedIn | Blog: What’s New on Social Media (Q2) | Full Report: What’s New on Social Media (Q2)

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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 about how RIAs who had been hesitant about video conferencing were suddenly forced to dip their toes in the digital pool when COVID-19 hit the U.S. He shares what advisors have done well from a digital-marketing perspective, how they’ve redefined the client experience, and what fundamental aspects of advice-giving had a chance to shine during the early stages of the pandemic.

In this episode, you will learn:

Ways that RIAs day-to-day work has been impacted by COVID-19 How RIAs have adapted to using new technologies What changes advisors have made to their websites during the pandemic 5 questions to ask yourself when choosing what type of content to create How to use your interests to differentiate yourself from other advisors Why Andrew believes that RIAs have done a fantastic job with strengthening existing client relationships And more!

Tune in now to learn how RIAs have managed to adapt with excellence during COVID-19.

Resources:

Top Advisor Marketing | Water & Wall | Andrew Healy on LinkedIn

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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 pitch left Kirk shaking his head, and steps to take before you hire a branding company.

In this episode, you will learn:

Why content marketing pre-qualifies prospects Why having too many referrals isn’t good for your business Actions to take with a cold audience before trying to convert them Which marketing tasks Matt and Kirk have outsourced –– and why they’re believers in leveraging external support Defining characteristics of a cult brand And more!

Listen now to learn how to start marketing to your ideal prospects on their terms.

Resources: Top Advisor Marketing | Death By Referrals | The Fix by Chris Kneeland, Ryan Gill, and Rob Howard

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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 and podcast. Malcolm shares how he uses content marketing, including podcasting, to reach his prospects with the education they’re looking for. He also points out the benefits of housing all of your content in one digital space.

In this episode, you will learn:

How content marketing is replacing selling for advisors What pieces of content make up Malcolm’s marketing strategy How Malcolm inspires prospects to take action after they’ve consumed his content for an extended period of time Ways to make it easy for people to find and enjoy your content How Malcolm works with younger generations and maintains a level of profitability And more!

Tune in now to learn how you can centralize your content and make sure the right people are consuming it!

Resources:

Top Advisor Marketing | Malcolm Ethridge on LinkedIn | CIC Wealth Management | Malcolm Ethridge Website | Manage Your Damn Money

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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 advisors can work with underserved people with low assets and still make money, while continuing to attract high-net-worth clients.

In this episode, you will learn:

How FemX helps women advisors uncover and articulate their value How financial services professionals can better serve women and underserved communities Ways to appeal to low income-based households while still attracting ultra high-net-worth clients How advisors can continue their everyday business operations while expanding their community reach and giving back And more!

Tune in now to learn how advisors can help those who need it most and continue to attract high-net-worth clients!

Resources: Top Advisor Marketing | FemXadvisor | Adri Miller-Heckman on LinkedIn

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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 serve. You will also learn how often to post on Instagram and Facebook and why it’s time to stop overlooking Instagram as a marketing tool.

In this episode, you will learn:

How to build the like, know, and trust factor throughout the customer journey How Facebook Ads differentiates between small advisors and big advisors Why you shouldn’t worry about having to compete with large companies’ Ads What will compel people to click on your Facebook Ads How often financial professionals should post on Instagram and Facebook Which one is the best option for building a community: Pages or Groups? And more!

Tune in now to learn how to use Facebook Ads to build relationships with your ideal clients.

Resources: Top Advisor Marketing | Sweet Honey Marketing | Kelley Doutre on LinkedIn

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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 to stand out from the crowd.

You will learn:

Why being adaptable opens up huge opportunities for advisors Ways to make your business more effective in its operations Why you shouldn't be doing everything at all times in your practice How to create a community-feel that sets you apart from the competition What having a powerful “why” can do for your company Ways to be vocal about how you’re involved in the community And more!

Tune in now and learn 8 powerful ways to separate yourself from the competition!

Resources:   Top Advisor Marketing

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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 how advisors can respectfully ask clients how they identify, what conversations to have with LGBTQ+ clients before you start planning, and what marketing strategies she uses to attract this niche.

In this episode, you will learn:

Why Michelle chose to serve young people and the LGBTQ+ community How working with the LGBTQ+ community differs from serving other niches Ways to make your advisor website more inclusive How Michelle stays profitable while working with young people Questions to ask LGBTQ+ clients before you start the planning work Michelle’s routine for planning Instagram content that is consistent, themed, and relevant The importance of understanding gender pronouns and how to ask a prospect which pronouns they use And more!

Tune in now to hear Michelle’s marketing strategies for serving the LGBTQ+ community and young people!

Resources:

Top Advisor Marketing | Young & Scrappy | Michelle Waymire on Instagram | The Young Scrappy Money Podcast | Unsplash | Pexels | LGBTQ+ terms and definitions | A Guide to Being an Ally to Transgender and Nonbinary Youth| Inclusive Services for LGBT Older Adults: A Practical Guide to Creating Welcoming Agencies | A Guide to Gender Pronouns | Questionable Questions About Transgender Identity

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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 attract, intrigue, engage, and influence to build quality leads.

In this episode, you will learn:

Why marketing for quality breeds focus in your business Examples of how to create advocacy, which attracts business Ways to get your expertise in front of new people on social media How to become omnipresent online (and why it doesn’t have to be hard) Why it’s important to have your own content (and not just share other people’s content) And more!

Tune in now to learn four ways to increase your prospect quality!

Resources:

Top Advisor Marketing | Episode 161: The Top 10 Arguments Against Niche Marketing – and Why They’re All Wrong! | iris.xyz | Idea Decanter

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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 is often considered taboo, and how she approaches breaking down that barrier.

In this episode, you will learn:

How Jannese started having more conversations about money in Latino communities, and why she started her podcast Why Jannese chooses to lead by example and be transparent when talking about money Where the idea of money being ‘taboo’ in first-gen Latino families comes from How you can use social media to create a strong community outside of your podcast Advice for financial services professionals working with women of color And more!

Tune in now to learn about how financial services professionals can better serve Latino communities!

Resources:

Top Advisor Marketing | Yo Quiero Dinero Podcast | Info@yoquierodineropodcast.com

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

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

In this episode, you will learn:

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

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

Resources:

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

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

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

In this episode, you will learn:

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

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

Resources:

Top Advisor Marketing | Behavior Gap  | Carl Richards on LinkedIn

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

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

In this episode, you will learn:

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

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

Resources:

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

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Do you have fans or skeptics showing up to your advisor webinars?

Fans are familiar with your work. They understand exactly how you help your niche. And they’re eager to invite their network to your webinar.

Skeptics are the complete opposite. But they’re the people who usually attend advisors’ webinars.

Today, Matt and Kirk teach you how to turn someone into a fan before they show up at your webinar. You will also learn ways to think like a big company as you approach your marketing, which is a key to converting webinar skeptics into fans.

In this episode, you will learn:

The differences between a skeptic and a fan The downfalls of focusing on short-term marketing outcomes Ways to nurture your attendees before and after the webinar The differences between a strategy and a plan How to think like a big company, but market like a small company And more!

Tune in now and learn how to fill your webinars with fans!

Resources:

Top Advisor Marketing

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

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

In this episode, you will learn:

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

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

Resources:

Top Advisor Marketing | finservMarketing | Mike Langford on LinkedIn

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

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

In this episode, you will learn:

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

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

Resources:

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

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

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

In this episode, you will learn:

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

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

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

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

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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 to use, how to prepare your message, and what it’s like to shoot video with their help.

In this episode, you will learn:

Which angles and poses to use in your videos How to find your message, even if you have no idea what it is The difference between talking at someone versus talking to them How Laura and Sharon make it easy for compliance to review your video How to gear your video to a specific audience Tips for feeling comfortable and being personable in your video And more!

Tune in now for tips to help you prepare for your video shoot!

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

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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 happy, and video blunders to avoid.

In this episode, you will learn:

What to talk about in your videos (and what to leave out) How to hook your audience in the first 10 seconds of your video Why personal stories are a game-changer for your video content How to make compliant-friendly videos And more!

Tune in to learn from two experts in video creation for financial services!

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

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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 people with disabilities.

In this episode, you will learn:

How to make your website compatible with adaptive technology How to tell if your website is accessible What you can do to improve accessibility on your website Ideas on how to adapt your services to meet different needs And more!

Tune in now to learn how to make your advisor website accessible.

Resources:

Top Advisor Marketing | Natalie Hadley on LinkedIn | nhadley@outlookbiz.co | Direct Line: 531-365-5347

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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, COI interactions, online visibility, and content-driven marketing.

In this episode, you will learn:

How Impact Communications helps advisors with public relations Why Marie encourages advisors to cross-market –– and ideas for who to work with How to think like a journalist to get your content published How to become more discoverable to journalists Why authority and credibility marketing is working well for advisors And more!

Tune in now for PR tips that every advisor needs to know.

Resources: Top Advisor Marketing | Impact Communications  | Marie Swift on LinkedIn | Marie Swift’s Blog | News Page

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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 the people you want to serve.

In this episode, you will learn:

What bad, good, and great marketing looks like How to shift from bad marketing to great marketing The difference between marketing and sales Ways to endear your audience to you Seven ways to make a better effort with your marketing And more!

Listen now and learn how to take your marketing from bad to good to great!

Resources:  Top Advisor Marketing | Good VS. Bad Advisor Marketing: Tactics to Stop and Start Doing Immediately

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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 for advisors to take now that the initial shock of COVID-19 is lessening and how to pinpoint your firm’s purpose and future success efforts.

In this episode, you will learn:

How to add future success efforts into your work The story of Southwest Airline’s innovation that led to 47 years of profits Questions to help you double down on your firm’s purpose About the Financial Advisor Pulse Survey conducted by DiMeo Schneider And more!

Tune in now to start working on your comeback story!

Resources:

Top Advisor Marketing | DiMeo Schneider & Associates | Outsourced Research Solution  | Participate in the Financial Advisor Pulse Survey: ctischer@dimeoschneider.com | Bob DiMeo on LinkedIn

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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 increase your website traffic.

In this episode, you will learn:

Which digital marketing practices are working best for advisors Free ways to boost SEO without trying to compete with big financial companies How to use social media to boost website traffic The biggest digital marketing mistakes that advisors are making And more!

Tune in now for easy ways to boost traffic to your website!

Resources: Top Advisor Marketing |  Advisor Websites | Advisor Websites Blog | Nitesh Verma on LinkedIn | niteshv@advisorwebsites.com |

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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.

In this episode, you will learn:

The difference between leads and relationships How to start marketing on your audience’s terms (and not your terms) Tangible ways to build relationships and solve your audience’s pain points Ways to give your audience multiple engagement options –- and why this is important And more!

Tune in now for 5 ways to improve your lead generation!

Resources:

Top Advisor Marketing

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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 that only requires financial advisors to have a telephone and a work ethic.

In this episode, you will learn:

About the best marketing tactics that Brad has seen advisors do Why marketing is a combination of science and art What people are really looking for when they attend seminars The purpose of making connection calls during isolation –– and how they’re different from sales calls How to ask for referrals through connection calls And more!

Tune in now and learn how to start making connection calls today!

Resources: Top Advisor Marketing | Brad Johnson | The Virtual Advisor Series | The Elite Advisor Blueprint Podcast | Virtual Advisor Episode With Pat Quinn | The Virtual Advisor Series™ Facebook Group | Brad Johnson on LinkedIn

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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 leadership development strategist, specializing in developing high-performance teams. Today, Matt and Peter about something particularly personal and self-reflective for advisors –– leadership. They discuss how advisors can use leadership to effect positive change in themselves and in the lives of their clients and employees.

In this episode, you will learn:

How long it takes for advisors to establish credibility in their clients’ minds The six most effective marketing channels for financial services The best frequency in communication for advisors to stay top of mind How to use power in all aspects of your life And more!

Tune in hear about leadership development from an industry veteran!

Resources  Top Advisor Marketing | Peter Montoya : (949) 334-7070 | petermontoya@petermontoya.com | Peter Montoya on LinkedIn

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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 and how mental performance can negatively and positively impact your work environment. He also speaks to the value of having fun and striking a balance between home and work.

In this episode, you will learn:

How JM Ryerson helps teams improve their mental performance The importance of being in the right headspace Ideas on how to get in the right headspace before work Methods for overcoming self-limiting beliefs And more!

Tune in to learn how to get in the right headspace.

Resources:

Top Advisor Marketing | JM Ryerson on LinkedIn | Let’s Go Win | Let’s Go Win on Facebook | Let’s Go Win on Instagram | Let’s Go Win by JM Ryerson

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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 profiles, podcasting, testimonials, and more.

In this episode, you will learn:

How to better understand compliance What you can do to potentially improve your risk profile How compliance involvement differs between RIAs versus FINRA Answers to aspiring podcasters’ most common compliance concerns What the benefits are of becoming an RIA And more!

Tune in now to hear the answers to your compliance concerns.

Resources  Top Advisor Marketing | My RIA Lawyer | (770) 462-2118

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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 advisors have to gain by shifting away from a “quick win” marketing mindset.

In this episode, you will learn:

Why the promise of 10X and filling your pipeline is problematic How to validate these promises Why silver marketing bullet is not a sustainable pursuit What to do if you’re approached by aggressive marketers that trying to sell you short-term success And more!

Tune in now to consider a new way to think about quick-win promises from marketers.

Resources:  Top Advisor Marketing | Kirk's LinkedIn post | Death By Referrals

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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 how his company helps financial advisors find the right hires through My1Hire packages.

In this episode, you will learn:

Why finding candidates outside of your industry is important How COVID-19 has altered the hiring process Key HR resources for advisors What separates Humans Being Resources from other recruiting firms And more!

Tune in now for tips on how to hire the right people!

Resources:  Top Advisor Marketing | Humans Being Resources | My1Hire | (844) 691-4473

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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 will learn:

How to use transparency to differentiate yourself in the industry The six Ts of transparency The importance of building trust with clients How to scale credibility And more!

Tune in to learn all about transparency!

Resources  Top Advisor Marketing | PagnatoKarp | Transparency Wave

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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 detail about their process first approach and how he preps each client. He also touches on the importance of education and his book!

In this episode, you will learn:

Sales techniques Three ways to build trust and rapport before meeting with clients The importance of educating clients How to know notice triggers and move towards closing a sale And more!

Tune in to learn how to reinvent your client approach!

Resources  Top Advisor Marketing | The JL Smith Group  |  Clarity 2 Prosperity  |  The Bucket Plan

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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 to start figuring out the idea of work-life balance, and more and more of them are entrepreneurs, but no one is marketing to them to help them prepare for retirement.

In this episode, you will learn:

What being from Generation X means Why it is essential that advisors start paying attention to Generation X and how can they reach them What do Gen Xers want from a financial advisor And more!

Tune in now to hear the story that no one else is talking about!

Resources:  Top Advisor Marketing

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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 you?

Today, Matt speaks with Erin Botsford, a financial advisor who retired at the top of her game as a Barrons top 100 producer, now Erin helps other advisors achieve the same success she had. Erin is here today to share her story of where she began, her struggles, and her accomplishments.

In this episode, you will learn:

How Erin’s determination to succeed ultimately has led her to financial freedom Why it is crucial to build your team for success Staying top of mind is vital - how to use social media platforms effectively And more!

Listen in and learn the importance of truly becoming a business owner.

Resources:  Top Advisor Marketing | Erin Botsford | Elite Advisor | Use code "MATT" to receive half off

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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 of and what they could and should be doing to build their book of business. They also discuss the importance of insurance and whether or not you need a broker-dealer anymore.

In this episode, you will learn:

Why it is essential to own your webpage How to get your name to the top of that google search What is commonality and how to use it to your advantage How to leave the broker-dealer world and become your own RA And more!

Listen in and take control of your business and be the one to make things happen!

Resources:  Top Advisor Marketing | Kurt Ohlson LI | Kurt Ohlson FB | ECA Marketing

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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 shifting into another gear to excel in the midst of the bear market and COVID-19 pandemic.

In this episode, you will learn:

How much time to dedicate to client communication on a daily basis Remote-work practices that the Top Advisor Marketing team swear by Value-proposition questions for business owners to reflect on right now Why it is so important to accept change and not fear it And more!

Tune in now to hear action items that can help advisors shift gears to succeed in our new reality.

Resources:  Top Advisor Marketing | 5 Steps to Creating a Powerful Value Proposition | Iris.xyz | Asana

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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. With over 26 years of experience coaching financial advisors, Coach Joe shares his knowledge on the strategies you can use to truly influence others and achieve success in your practice during trying times.

In this episode, you will learn:

How to influence your network by offering certainty  Why you should focus on selling a conversation How to create messages that spark more conversations on LinkedIn  And more!

Tune in now and make the decision to play offense by being a leader when people need one the most!

Resources:  Top Advisor Marketing | Coach Joe LI | Magellan Mastermind & Network | Special Episode With Joe Lukacs 

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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 professionals develop the skills they need and utilize these new technologies so they can achieve greater success.

In this episode, you will learn:

What is Artificial Intelligence today The shift in what humans do physically and mentally in the workplace - and how it affects the workforce Proactive Advisor - why you should become one How top advisors can leverage AI technologies in their marketing activities And more!

Listen in and be inspired to read the book The Selling Revolution – Prospering in the New World of Artificial Intelligence, which takes a unique look at how the convergence of these technologies combined with social communications trends and management imperatives will revolutionize the future sales profession.

Resources:  Top Advisor Marketing | DJ Sebastian Email | Top 10 Tips | The Selling Revolution – Prospering in the New World of Artificial Intelligence

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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 08/09, so you can better position yourself to get through these trying yet recoverable days.

In this episode, you will learn:

How to ask questions in the proper order to get people to answer honestly Why you must accept the challenge to create certainty in these uncertain times Ways to not only survive but to thrive And more!

Tune in now because it is time to step up your game and ‘rockstar’ your business! 

Resources:  Top Advisor Marketing | Coach Joe Lukacs LI | Magellan Mastermind & Network

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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 start this company and serve plan advisors Why is it important for the 401(k) market to be branded like other businesses How Rebecca and her team will assist you as a plan advisor And more!

Tune in now and learn how to start building long-lasting brand awareness.

Resources:  Top Advisor Marketing | 401(k) Marketing  | Rebecca Hourihan on LinkedIn

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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 scaling your credibility. You will hear success stories of advisors who’ve pulled this off and learn ways to start marketing yourself more efficiently.

In this episode, you will learn:

The benefits of scaling your credibility How to determine if scaling your credibility aligns with your business goals How to use content to build relationships with prospects Why having content and a complete LinkedIn profile can shorten your sales cycle And more!

Tune in now and learn how to start scaling your credibility!

Resources:  Top Advisor Marketing | Kirk on LinkedIn | Matt on LinkedIn

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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 analytic, David teaches you how to switch gears to engage in tough conversations with a level of comfort and confidence that leads to deep connections.

In this episode, you will learn:

How to hold space for clients who are crying in your office What golden question to ask any client who is expressing strong emotions An exercise to do with your clients when you’re both feeling stressed during a conversation Three outcomes of difficult conversations that most advisors don’t consider And more!

Tune in now to learn how to master tough conversations with your clients.

Resources:

Top Advisor Marketing | Play for Real | Life Assessment | Tough Conversations: 4-Step Blueprint | Tough Conversations Podcast with David Wood

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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 to take action, Stephanie explains how to make mindset shifts that are essential for doubling your revenue in half the time. You will learn how to pinpoint how you’re spending the majority of your time as an advisor — and how to take control.

In this episode, you will learn:

How a mindset shift improves personal performance and happiness How one advisor’s crisis of confidence was costing his firm $80,000 per year How to calculate your return on time How to do a five-day exercise that will reveal whether you have the potential to double your revenue in half the time Why being below the line hinders advisors from doubling their revenue And more!

Learn how to make changes to your mindset that can position you to double your revenue in half the time!

Resources:  Top Advisor Marketing | Educe Inc.

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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 Blockchain & Cryptocurrency Consulting. Bobby also explains how advisors can build client relationships that facilitate the “reinvention” conversation, and what he’s learned while growing his hobby-based YouTube channel.

In this episode, you will learn:

What Bobby’s first step was after leaving a secure job Why he just started saying yes to opportunities How Bobby balances the multiple entrepreneurial interests that he is pursuing Bobby’s advice for building client relationships that are open to conversations about reinvention What he has learned about serving his YouTube audience And more!

Tune in now to consider what your reinvented life could look like — and learn how to support clients who are on the brink of reinvention.

Resources:

Top Advisor Marketing | Bobby Henebry on LinkedIn | Chord Savvy

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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 Halloran speaks with Emily McGuire, the owner of an emailing marketing studio called Flourish & Grit. This is a fun and practical conversation where Emily teaches you how to write emails that build trust and compel prospects to take the next step with your brand.

Emily discusses:

Reasons to consider sending short emails to your list frequently Which metrics to consider, besides open-rates, when assessing your email results How to generate warm leads with an email nurture sequence What word to starting using right away in your emails to get better results And more!

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Resources:

Influence Accelerator Academy (Join for free!)

Connect With Emily McGuire:

Flourish & Grit

Connect With ProudMouth:

ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth

About Our Guest:

With lessons learned over a decade in tech, sending thousands of email campaigns, and earning clients over $80 million in email campaign revenue, Emily McGuire loves sharing the mistakes and strategies of email marketing done well. You’ll typically find her with a cup of coffee in hand because #momlife. When her head isn’t in her laptop, you can find her chasing her kid, reading a book, or binging trashy TV.

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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 401(k) space. Aaron delves into what strategies he uses to set himself apart, including how he creates videos that are easy to shoot, compliance-friendly, and optimal for sharing on his LinkedIn profile.

In this episode, you will learn:

Why Aaron enjoys working in the 401(k) space Aaron’s strategy for giving prospects immense value — and why this matters Why Aaron prospects in a way that’s backwards to what the rest of the industry does What 401(k) offerings resonate the most with his target market What guidelines Aaron uses for creating LinkedIn videos And more!

Tune in now and learn new strategies for climbing to the forefront of your space — and staying there.

Resources:  Top Advisor Marketing | Alliant Retirement Consulting | Aaron Pottichen's LinkedIn

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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 using storyselling to guide your clients into a decision-making mindset, the value of practicing life-centered planning™, and why it’s the advisor’s job to build the bridge between clients’ means and meaning.

In this episode, you will learn:

About Mitch’s “accidental tourist” introduction into financial services Why it’s problematic to view money as being more than just a utility The importance between having a monologue and dialogue with your prospects How Mitch helps advisors with the emotional aspect of transitioning from money-centered planning to life-centered planning And more!

Tune in now to learn about Mitch Anthony’s groundbreaking approaches to client discovery!

Resources:

Top Advisor Marketing | Mitch Anthony | Life Centered Planners | ROL Advisor | ROL Advisor’s Email | Books by Mitch Anthony | Mitch Anthony's LinkedIn | Steve Sanduski's LinkedIn

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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 needs to be about results and actionable items for your audience. Today, Matt and Kirk talk about the 8 trends that will have a great impact on advisors’ marketing this year.

In this episode, you will learn:

How to use content to build your authority How to create results-focused content Why lead generation is a thing of the past And more!

Tune in now to learn about the 8 marketing trends that are set to dominate 2020.

Resources:  Top Advisor Marketing | How Good Advisor-Marketing Happens in the Expertise Economy | 10 Biggest Content Marketing Trends that Will Dominate 2020

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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 will show you how to differentiate yourself from other advisors that specialize in retirement planning. This your preview to many of the speakers’ pivotal teachings for wealth advisors who want to have conversations that go beyond asset management and financial planning.

In this episode, you will learn:

What Ross’s criteria are for the Retirement & Longevity Summit’s speakers   How to ask questions that will highlight the vulnerabilities of a prospect’s current plan Why advisors needn’t be afraid of not having answers to every question Three intuitive tips for aging successfully And more!

Tune in now to get your preview of the Retirement & Longevity Summit’s top industry speakers!

Limited-time offer exclusively for RIAs and financial advisors: Use the code TAM to save $750 on your registration for the Retirement & Longevity Summit.

Resources: 

Top Advisor Marketing | Advisor2X | Retirement & Longevity Summit | ross@rlsummit.com | 

Erin Botsford's Elite Advisor Course | Live Long, Die Short: A Guide to Authentic Health and Successful Aging by Roger Landry 

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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 mini-series, Matt Halloran and Ross discuss the overlooked and supposedly small details that bring conferences from time-wasting to highly productive and memorable for advisors. 

In this episode, you will learn:

What to consider before deciding to invest your time at a conference What qualities of a conference set advisors up to make decisions and then act on them How to choose which action-item to implement after a conference And more!

Tune in now to consider what qualities to look for in an upcoming conference before you invest your time. 

Limited-time offer exclusively for RIAs and financial advisors: Use the code TAM to save $750 on your registration for the Retirement & Longevity Summit.

Resources:

Top Advisor Marketing | Advisor2X | Retirement & Longevity Summit 

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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 with clients that go beyond numbers. You don’t have to be a psychologist to carry out these conversations; Ross teaches you the purpose of deep listening and how to integrate it into your client meetings during this insightful episode.

In this episode, you will learn:

What the difference is between active listening versus deep listening What questions to ask your clients when you’re practicing deep listening How to separate your clients’ desired activities from the effect Why it’s valuable to draw out why your clients’ goals matter to them What a Certified Financial Transitionist® is And more!

Tune in now to learn how to start practicing deep listening today.

Limited-time offer exclusively for RIAs and financial advisors: Use the code TAM to save $750 on your registration for the Retirement & Longevity Summit.

Resources:

Top Advisor Marketing | Advisor 2X 

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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 matters, and what you can do to manage that reputation.

In this episode, you will learn:

Why it is important to have a good online reputation What is SEO, and Online Reputation Management (ORM) How to become more referable by leveraging your ORM What tips you can use to successfully manage your online reputation And more!

Tune in now and take in some tips for managing your online reputation!

Resources:

Top Advisor Marketing | Blue Ocean Global Technology | Sameer Somal Email | Sameer Somal LinkedIn

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Additional Resources:

7 Proactive Steps to Safeguard Your Online Reputation

What is the Difference Between SEO and ORM

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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 searching online for advisors to work with. Together, they define and uncover long-term niche strategies, the art of attracting pre-sold clients, how to optimize your website for voice searches, and more!

In this episode, you will learn:

How to use content marketing to serve your niche How to tweak your website in order to rank higher in search results Two little-known ways to optimize your website for voice searches What you can expect from Twenty Over Ten’s new Lead Pilot program And more!

Tune in now and learn expert tips for boosting your firm’s online visibility!

Resources:  Top Advisor Marketing | Twenty Over Ten | Samantha C. Russell | Lead Pilot

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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 on such media platforms as ABC, The Weather Channel, and CNN have led him to this point in life where he is helping executives, experts, and business leaders learn how to effectively communicate with their audiences by developing an executive presence.

In this episode, you will learn:

About the client process of working with Media Training Network How to lead your audience to your final call-to-action Steve’s recommendations for incorporating visuals into your presentations An example of a speaker who embodies an executive presence And more!

Tune in and learn how to improve your next presentation by working on your executive presence!

Resources:  Top Advisor Marketing | Steve Kosch's Email | Media Training Network: (949) 720-2080

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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 it’s worthwhile for advisors to pitch topics to trade publications The importance of putting effort into your LinkedIn profile Which two social platforms tend to get the press’s attention How to reverse-engineer your press releases to make them audience-focused and appealing to journalists And more!

Tune in now and learn the best PR strategies for casting a spotlight on your expertise!

Resources:

Top Advisor Marketing | Weeks Media

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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 vision by listening to Matt and Kirk as they discuss the benefits of being dialed-in, what challenges business owners face when they’re not creating enough synergies, and how to manage and overcome roadblocks in your business.

In this episode, you will learn:

Why having a clear and distinct brand can make you more referable Warning signs that you’re not dialed-in Why it’s important to create a positive work culture How to find your focus And more!

Tune in now and start your year with 20/20 vision by listening to this value-packed episode.

Resources:  Top Advisor Marketing

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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. If you haven’t taken notes yet, we recommend that you write down these ideas so you can incorporate them into your 2020 plan.

In this episode, you will learn:

How to stay top-of-mind by using social media and Micro-Influence strategies The benefits of outsourcing your marketing Ideas for finding podcast topics that solve your audience’s biggest challenges What change you can make today to improve your speaking skills How to stay relevant and use organic techniques to build relationships And more!

Tune in now to learn the best tips from our 12 Days of Marketing series. And thank you for joining us for this holiday tradition!

Resources:  Top Advisor Marketing | Influence is Marketing – Be Your Own Loud  | 12 Days of Marketing series

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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 why LinkedIn is the ideal platform for sharing your expert content.

In this episode, you will learn:

Examples of how to use long-form content to create consumable micro-content What the purpose of expertise marketing is and how to do it About current LinkedIn stats that every advisor needs to know Tried-and-true ways to get engagement on your LinkedIn posts And more!

Tune in now and learn how to share your expertise on social media!

Resources:  Top Advisor Marketing

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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 use it. Get ready to hear real examples of thought-provoking and memorable hooks!

In this episode, you will learn:

What is meant by a “hook” How a hook differs from a value proposition What the elements of a powerful hook are Examples of succinct and powerful hooks  And more!

Tune in and learn how to craft your hook today!

Resources:  Top Advisor Marketing 

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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 appearance or public relations opportunity!

In this episode, you will learn:

Why being a guest is not a substitute for having your own podcast How to go about researching the podcast host beforehand What advisors tend to do during client meetings that they should NOT do during a podcast What “matching” is and how to do it Why people use filler words and how to avoid saying them  And more!

Tune in now to learn nine ways to become a good podcast guest!

Resources:  Top Advisor Marketing

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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 of content types, this conversation is filled with advice on how to stay top-of-mind and build loyalty with your audience. 

In this episode, you will learn:

Recommendations for making your content distinct and filled with value How to draw information out of your podcast guests that will benefit your listeners How to use giveaways to retain your audience Words of advice about incorporating topics that add value to your audience’s lifestyle And more!

Tune in now and learn how to keep your audience excited about your content!

Resources:  Top Advisor Marketing

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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 that advisors are in today. This episode is filled with ways that you can put yourself out there and promote your expertise!

In this episode, you will learn:

The do’s and don’ts of self-marketing How having passions outside of work can help attract new clients Why being resourceful can help you find opportunities to have meaningful conversations Unconventional ideas for re-engaging your network on LinkedIn And more!

Tune in now and learn seven ways to start marketing yourself today! 

Resources: Top Advisor Marketing | Marketing Plan Tactics for Top Advisors | Anatomy of a Whitepaper 

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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 is full of podcasting tips that you can use right away!

In this episode, you will learn:

Why it’s necessary to go “over the top” with your emotions while podcasting Which words make listeners cringe Why your podcast needs a call-to-action in every episode Details about our upcoming Podcast Coaching Program And more!

Tune in now and get tips to boost your podcasting skills!

Resources:  Top Advisor Marketing

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“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, this is the advisor’s guide to generating ideas that are compelling and compliance-friendly.

In this episode, you will learn:

Where to draw topic ideas from  How to keep the discussions in your podcast compliant Do’s and don’t’s for titling your podcast episodes What to consider when you’re writing podcast summaries And more!

Tune in now and learn how to create engaging podcasts!

Resources:  Top Advisor Marketing | How to Plan Your Podcast Topics (And Never Run out of Ideas!) | Should Advisor-Podcasters Talk Only About Financial Topics? | How to Start Your Own Podcast | Blog Title Generator | Iris. xyz

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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 is a conversation that uncovers what your marketing strategy will look like once you’re dialed in on a specific audience and why this approach will make you happier at work.

In this episode, you will learn:

About the four benefits of niche marketing How niche marketing allows you to boost your efficiency Why a niche marketing approach helps you to attract more clients Why you can offer much more value with niche marketing  And more!

Tune in now and get into the spirit of niche marketing!

Resources:  Top Advisor Marketing | 3 Stages To Creating New Offerings That Your Clients Will Value | Episode 90: Striking it Niche with Stephen Wershing | Episode 96: Next Level Niche with Marci Bair | Ep 161: The Top 10 Arguments Against Niche Marketing – And Why They’re All Wrong! | The Dip by Seth Godin 

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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 marketing team. Take notes and learn how to find marketing talent that will go the distance for your firm. 

In this episode, you will learn:

The do’s and don’ts of building your marketing team What tasks you should in-source and outsource   Words of advice about hiring people with experience in your industry Our philosophy on trust and outsourcing Why it is important to implement the plan and adjust along the way And more!

Tune in now and get ahead on your 2020 marketing planning strategy!

Resources:  Top Advisor Marketing | Outsourcing Your Social Media: How It Works | 9 Best Practices For Building Your Marketing Team | Episode 48: The New Advisor Reality – 100% Outsource Marketing

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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 sales process. This conversation is filled with ideas on how to give your prospects value and keep the momentum going! 

In this episode, you will learn:

How to provide more value to your clients How to court a prospect What you should avoid doing And more!

Tune in now and get ahead on your 2020 marketing planning strategy!

Resources:  Top Advisor Marketing 

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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 Tony-Robbins level of influence, it’s Micro-Influence —  a pursuit that is much more worthwhile and achievable for advisors. Get ready for a conversation that just might change your whole approach to building relationships with your ideal prospects. 

In this episode, you will learn:

What a “Micro-Influencer” is and why Matt and Kirk felt compelled to coin this term Which forms of content build credibility with your prospects About the overlooked benefits of podcasting or doing radio Easy ways to repurpose one piece of content  And more!

Tune into our first Day of Marketing to uncover a whole new way of building your influence!

Resources:  Top Advisor Marketing

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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 leaders and teams articulate their “why” by discovering a powerful new relationship to who they are and what they do. As a former advisor who now works with people from all walks of life, from small start-ups to Fortune 500 companies, Chris is perfectly positioned to help you start sharing your story in a clear and powerful way.

In this episode, you will learn:

The origin story of The Campfire Effect™ A whole new way to greet new prospects that enter your office How to implement your “why” into all aspects of your business Ways to create an environment that encourages all staff members to share their “why” stories And more!

Tune in now and learn how to unpack your powerful story.

Resources:

Top Advisor Marketing | The Campfire Effect | Chris Smith's Email

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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 Funds. Together, they urge advisors to change their approach to working with couples and women and explain how to make this overdue shift.

In this episode, you will learn:

Techniques and considerations for working with couples Why it’s important to communicate about money in terms of dollars, not percentages What advisors have to lose if they don’t change their approach And more!

Tune in now and learn how to give your approach to working with HNW investors an overhaul.

Resources:  Top Advisor Marketing | FlexShares Exchange Traded Funds | Study: "Rethink How to Win Executives" | Contact Laura Gregg | Contact David Partain | The Integrated Core Approach to ESG

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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 to dig deeper into the remarkable findings from their stereotype-smashing study. Together, they uncover the actions, desires, and perceptions of men and women HNW investors that are true departures from gender stereotypes.

In this episode, you will learn:

Surprisingly, who the more conservative investor is Which gender consider themselves to be “experts” when it comes to investing How vastly different the current financial goals are between men and women What these HNW individuals really want from their advisor services And more!

Tune in to hear what the findings reveal about the behaviors of HNW men versus women.

Resources:  Top Advisor Marketing | FlexShares Exchange Traded Funds | Study: "Rethink How to Win Executives" | Contact Laura Gregg | Contact David Partain

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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 results call for advisors to change their approach.

In this episode, Matt Halloran speaks with Laura Gregg and David Partain of FlexShares Exchange Traded Funds about the remarkable findings from their study, which reveals that HNW earners don’t fit the mold of traditional gender stereotypes. This is a conversation that examines advisors’ wrong assumptions and opportunities for them to make changes that will cultivate lasting client relationships.

In this episode, you will learn:

What prompted Laura and David to do this study and why they shifted its focus About the sample size and demographics of respondents How the results can help advisors rethink how they serve HNW clients Which gender stereotypes and assumptions were proven wrong by the results And more!

Tune in now and discover how HNW breadwinners are defying traditional gender stereotypes.

Resources:  Top Advisor Marketing | FlexShares Exchange Traded Funds | Study: "Rethink How to Win Executives" | Contact Laura Gregg | Contact David Partain

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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 one thing he tells podcasters to never stop thinking about.

In this episode, you will learn:

What type of clients Tim helps and how Why he believes this coaching service is needed in the finance industry Differences between radio and podcasting The true benefits of podcasting And more!

Tune in now and become inspired to craft an engaging podcast, sound more pro, gain fans, and ultimately grow your business!

Resources:  Top Advisor Marketing | Podcast Performance Coach | Just The Tip Podcast

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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 strategies.

In this episode, you will learn:

What kind of event provides the best ROI for advisors Whether dinners are an essential component to a successful event Whether digital marketing is the best approach in today’s landscape What level of data you can get from ProspectConnect And more!

Tune in now and become inspired to use social event marketing to grow your business!

Resources:  Top Advisor Marketing | LeadingResponse: 813-885-88200 | Ryan Van Sickle ryanv@leadingresponse.com

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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, where they share ways they’ve found their resilience and what they do to maintain it and keep building on it.

In this episode, you will learn:

Why understanding yourself can help you find resilience What role gratitude plays in maintaining resilience How problem-solving skills can help you stay resilient How a strong social network can help How to process change And more!

Tune in now and get inspired to keep developing this essential quality in life.

Resources:  Top Advisor Marketing

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Are you using the latest trends to help you stand out from the advisor down the street?

Today, Matt welcomes Jillian Bannister, CEO and co-founder of Ext. Marketing, to uncover three marketing trends for advisors. This is a must-listen conversation where you will learn about attracting up-and-coming demographics and the importance of testing your brand to see what is resonating with your target audience.

In this episode, you will learn:

Which social media platform is the ideal place for advisors to reach their audience Words of advice about segmenting your millennial audience The importance of focusing on people who are interested in ESG and socially responsible investing How long it takes for an advisor to gain traction on a new brand And more!

Tune in and learn how to become bigger and better!

Resources:  Ext. Marketing | Email Jillian | Jillian Bannister's LinkedIn

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You’ve poured your heart and soul into launching your business and creating growth. Wouldn’t you like your business to live on even after you’re no longer here?

In this episode, Kirk Lowe speaks with George Hartman, co-founder and CEO of Market Logics. They unpack what gets in an advisor’s way of putting a succession plan in place, how to get started, and where marketing fits into the process. This episode is a must-listen for all entrepreneurs who want their businesses to endure for generations to come.

In this episode, you will learn:

What gets in the way of putting a plan in place The steps required to successfully exit your business What options are available to advisors The purpose of a continuity partner Where marketing fits into the succession planning process and how important it is And more!

Tune in now and experience the excitement around keeping your business successful for generations to come!

Resources:  Top Advisor Marketing | Market Logics

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What is keeping you from creating a digital marketing strategy that brings in leads and leaves you feeling confident about your firm’s future?

In this episode, Kirk Lowe has a riveting conversation with James Robert Lay, founder and CEO of Digital Growth Institute. They discuss how you can break through the barriers that are holding too many financial brands back from maximizing their digital growth potential.

In this episode, you will learn:

What challenges hold financial brands back from maximizing their digital growth potential What the greatest opportunities are for financial brands to capture over the next 12-24 months How a financial brand marketing, sales, and leadership team can develop a digital growth mindset What role humans will play, if any, in a digital consumer's buying journey when shopping for a financial product What lies ahead for Digital Growth Institute And more!

Tune in now and get inspired to reach better digital marketing outcomes!

Resources:  Top Advisor Marketing | Digital Growth Institute

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

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

In this episode, you will learn:

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

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

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

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There has been considerable evolution in advisor brands. Many tactics advisors use to get their message out have changed, but interestingly enough, some things have stayed the same.

Today, Kirk Lowe and Matt Halloran dive into a subject that stirs up debates amongst advisors: marketing then and now. They examine the seven levels of the advisor marketing evolution to uncover how advisor brands have become what they are today.

In this episode, you’ll learn:

The difference between branding and visual identity How advisors started differentiating themselves from other advisors What content marketing used to be versus what it is now How advisors started building their credibility And more!

Tune in now and get your advisor brand up-to-date!

Resources: Top Advisor Marketing | How to Start Your Own Podcast

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In the service-based sales industry, your business is built off of how well you can build and keep client relationships. That is the centralized belief of ReminderMedia.

In this episode, Kirk Lowe has a passionate conversation with Luke Acree, ReminderMedia’s founder and president. They discuss how to keep in touch with the clients in your database in such a way that they become raving fans of your organization. Every advisor knows the importance of gaining referrals and repeat business, but this episode will challenge you to examine what you’re doing today to inspire unwavering loyalty.

In this episode, you will learn:

About a unique and personalized gift idea that’s proving to be memorable and coveted by clients How to use the FORD method to build client relationships that lend to future marketing opportunities What it takes to intrigue your prospects’ curiosity and why these efforts are worthwhile How humanizing yourself will help you build rapport with your clients And more!

Tune in now and get a ton of ideas for inspiring your clients to become raving fans!

Resources:  Top Advisor Marketing | ReminderMedia

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Today’s episode marks a special occasion for the Top Advisor Marketing team. It’s the 200th episode our Top Advisor Marketing Podcast!

We couldn’t be more proud and motivated to share what we have learned along the way.

There are many variables in play when doing a podcast. There are technical, production, marketing, and even emotional aspects to consider. So how can you make sure your podcast lasts for 200 episodes and beyond — and brings you and your company success? Join your hosts, Matt Halloran and Kirk Lowe, as they share valuable lessons about their podcasting journey.

In this episode, you’ll learn:

The most important elements to having a successful podcast Factors that can affect the quality of your recording Why podcasting has been the best long-term investment for Top Advisor Marketing Common podcasting mistakes you should avoid And more!

Tune in now and learn tips to make your podcasting experience more fun, efficient, and successful.

Resources: Top Advisor Marketing

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

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

In this episode, you will learn:

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

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

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

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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 that allows agents, advisors, employers, and association managers to protect their clients, employees, and members against identity theft.

In this episode, you will learn:

Why identity theft is a big deal Why advisors should be offering identity protection How Dana helps advisors position identity theft insurance in front of their clients Why it’s important for parents to freeze their children’s credit And more!

Tune in now to learn why we’re calling identity theft protection “life’s newest necessity.”

Resources:  Top Advisor Marketing | Dana Mantilia |  Identron | Identron's Facebook | 833-345-7233

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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 Wait to Wake Up To” and “Imagine. Act. Inspire: A Daily Journal.”

In this episode, you will learn:

Why mindset matters What a reticular activating system is How to make it less about you and more about the client Why systems equal freedom The difference between efficient and effective And more!

Tune in to learn how a reticular activating system can set you up for success!

Resources:  Top Advisor Marketing | Brittany Anderson | Ultimate Advisor Coaching | Ultimate Advisor Podcast | Dare to Dream Enterprises |

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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 by combining traditional and digital strategies? Join expert financial marketers and communicators, Matt Halloran and Kirk Lowe as they share which steps to follow to get the marketing results you need.

In this episode, you’ll learn:

What a perfect marketing strategy looks like How to make a real impact with your marketing How to increase your chances of reaching your ideal audiences Whether marketing to a specific niche limits your opportunities And more!

Tune in now and learn tips to make your marketing super efficient.

Resources: Top Advisor Marketing | Breaking Money Silence® Podcast| 99 Best Marketing Ideas | Episode 180: How to Get Referrals Without Asking — Referrals Mini-Series Part 1

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

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

In this episode, you will learn:

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

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

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

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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.

In this episode, you’ll learn:

Why Mark is a firm believer in split-testing and ideas for where to apply it How a message-to-market match approach can fill your seminar room How USA Financial® serves you, the advisor About the need for advisors to adapt to changing technology, demographics, and lifestyles The level of research that goes into marketing to ideal prospects And more!

Tune in now to learn about Mark, USA Financial®, and the power of marketing!

Resources: Top Advisor Marketing | USA Financial® | 16 Ways from Sunday

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

In this episode, you will learn:

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

Resources:  Top Advisor Marketing | White Glove  | Mike Thurman LinkedIn | Facebook | Twitter | White Glove LinkedIn | Ep 125 - Hosting a Successful Seminar with Mike Thurman

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Do you know the similarities between being a great podcast host and a great advisor?

In today’s episode, Matt and Kirk bring light to these similarities and discuss how advisors can translate their podcasting experience into their career and practice. Join this conversation and learn six ways that podcasts can, in fact, make you a better advisor.

In this episode, you’ll learn:

How you can improve as an advisor by doing podcasts The importance of listening to what your clients are saying Tips on how to enhance your listening skills The importance of resourcefulness How podcasting helps you develop leadership And more!

Tune in now and learn six ways that podcasting can take your advisor skills to new heights.

Resources: Top Advisor Marketing

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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 thought-leadership and company, and the lessons they have learned along the way.

In this episode, you’ll learn:

How they became Top Advisor Marketing What they have learned from their biggest mistakes Strategies they have put in place to advance their business How they have adjusted to the challenges of managing a growing business And so much more!

Tune in now and find out more about Top Advisor Marketing and learn some tips you can also apply to your growing business.

Resources: Top Advisor Marketing

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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 to see worthwhile outcomes.

In this episode, you’ll learn:

Which mediums are producing the best ROI What role advisors play in creating their ROI What the Micro-Influencer term means How you can become more compelling with your niche And so much more!

Tune in now and find out the truth about marketing ROI for advisors.

Resources: Top Advisor Marketing

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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 use behavior to influence clients to make the right decisions and how to frame conversations about longevity risk.

In this episode, you will learn:

How a behavioral approach to marketing/sales has changed the way advisors sell How to help the customer experience by adjusting your behavior How to influence client outcomes How two ways of framing the longevity-question prompt much different responses from clients What biases drive your behavior And more!

Tune in and learn how to use Jack Martin’s techniques to set yourself apart and influence clients.

Resources:  Top Advisor Marketing  | Jack Martin LinkedIn | Contact Jack | Elite Advisor Group | Longevity Brochure

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Live from the SEI Top Producer Conference, Matt Halloran shares the mic with returning guest and president of the Client Driven Practice, Stephen Wershing.

Stephen is an expert in the development and execution of client advisory boards. The Client Driven Practice offers coaching and consulting to advisors who want to organize and facilitate client advisory boards and translate feedback into actionable referral marketing strategies.

Today, Matt and Stephen explore the Client Driven Practice's latest offering: Advisory Board in a Box.  Stephen and his business partner, Julie Littlechild, designed this product for advisors who are looking to take a DIY approach to creating their own client advisory board. This ultimate manual walks advisors through the beginning stages of how to find board members, all the way to the end phase in which they’re guided on how to implement the board’s feedback.

Discover the value that a client advisory board can bring to your business along with tips and tricks to creating your own in this fun live-recorded episode!

Links: Stephen Wershing | Client Driven Practice | Becoming Referable Podcast

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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 with new knowledge and technology, Julie is ready to fill the gap in the market place and provide advisors with the information they need from their clients to provide high-quality services.

Client Insights is designed for advisors who need support in understanding their client base. If you’re looking to gain insight into how you can improve your service to meet your clients’ needs, this is the episode for you!

Tune in today and follow Julie Littlechild on LinkedIn for more client assistance!

Links: Julie Littlechild | Becoming Referable Podcast

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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 plans, and create an ideal business model.

Matt is currently the external relationships manager with SEI and shares with our audience some of his tips and tools for relationship management success.

If you want to learn more about building external relationships and growing your business through efficiency and planning, don’t miss this episode!

Links: Matt McGowan | SEI

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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 how to set yourself apart from other advisors, what no one has ever told you about building a niche, and why being on social media is well worth your time.

In this episode, you’ll learn:

How to find what will separate you from other advisors What it means to be relevant (and where a niche comes in) Different ways to promote you and your business The link between your values and your identity Why we say, “Don’t keep your secrets secret” And so much more!

Tune in now and learn the 14 Rules of advisor marketing success!

Resources: Top Advisor Marketing

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Today, host Matt Halloran gets a behind-the-scenes look at Bob DiMeo’s boldly titled book, “50 Billion Reasons to Grow Your Practice: A Guide to Success & Enjoyment for Investment Advisors.”

In addition to penning a unique book for investment-advisors that supports their personal lives, Bob DiMeo is the managing partner at DiMeo Schneider & Associates, LLC and is featured in numerous publications. In this episode, Bob speaks candidly about his marketing failures and wins, how he built his firm, and how you can build your practice and enjoy it!

In this episode, you will learn:

How Bob’s mindset has allowed him to get to where he is now What prompted him to write his book How to be successful AND have enjoyment along the way What Bob does to create work-life balance How many times a good piece of content should be repurposed And more!

Tune in to learn about Bob’s highly relevant book for investment advisors and to pick up marketing ideas for your practice!

Resources: Top Advisor Marketing | Bob DiMeo |  DiMeo Schneider & Associates, LLC |

50 Billion Reasons to Grow Your Practice: A Guide to Success & Enjoyment for Investment Advisors | Year Up - Closing the Opportunity Divide

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To make our businesses great, we need to have not only a great team, but also strong communication within our team.

To help explore how we can better understand our team and business as a whole, Matt Halloran welcomes Genevieve Thayer, EPC and co-founder of Beacon Partners LLC, to share some of the insight she’s gained through 20 years of providing executive and leadership coaching for financial advisors and entrepreneurs.

Today, she and Matt discuss how and why you can learn to make your business, and yourself, become more effective and as great as it can be.

In this episode, you’ll learn:

How your business can benefit from working with Beacon Partners The importance of self-assessment, especially with those at the top of a business What your EQ is and why you should work to optimize it The link between your values and your identity The personal side of Genevieve And more!

Tune in now to learn more about Genevieve, Beacon Partners, and the power of Leadership Coaching!

Resources: Top Advisor Marketing /  Beacon Partners

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

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

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

In this episode, you will learn:

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

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

Resources: Referral Coach | Coach Cates | Bill Cates Speaking | Resources | EGuide | Referrals Mini-Series Part 1 | Referrals Mini-Series Part 2

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

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

In this episode, you’ll learn:

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

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

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

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

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

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

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

In this episode, you’ll learn:

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

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

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

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

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

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

In this episode, you’ll learn:

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

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

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

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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 retirement can and will look like. Most importantly, you will find out how Ed’s processes can be applied to your experience.

In this episode, you will learn:

How the reports that Ed’s company provides breaks down retirement plans in a way that everyone can understand What it means to take a smaller step towards retirement and other important questions to ask your financial advisor What Ed likes to do for fun to blow off steam Ed’s go-to piece of advice or life insight And more!

Tune into this episode of the Top Advisor Marketing Podcast and learn how to help your clients RetireReady!

Resources: RetireReady Solutions

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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 risk-taking so you too can overcome your obstacles and start generating great ideas.

In this episode, you will learn:

Craig’s seven steps for following through on your ideas How your personality traits affect your ability to generate and carry out great ideas The importance of looking back at how far you’ve come Why you should be doubling your costs when doing a cost-benefit analysis The importance of delegating tasks so you can carry out your highest and best use And more!

Tune in and learn how to start putting your ideas into practice!

Resources: The Freedom Practice | The Estate Planner’s Practice Development Podcast | Kolbe Personality Test

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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 minds of many financial advisors.

In this episode, you will learn:

Where financial advisors can begin with getting referrals. How the fear of sounding desperate is a self sabotaging belief. Way to deal with the fear of sounding desperate when asking for referrals. How to set clear expectations with your COIs and other existing clients. The influence having a niche has on a financial advisor’s ability to get referrals. How Michelle helps advisors find their niche. What the communication training by Michelle and Patty to their clients looks like. And a lot more!

Need some help with asking for or receiving referrals from your COIs? Let Michelle Donovan help you get uncorked and get results. Tune in now!

Resources: Productivity Uncorked

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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.

In this episode, you will learn:

What it means to be truly productive How to go about creating and managing a to-do list How Patty teaches people the time blocking system What it means to be unproductive and how to get ahead of it Some of the biggest time wasters financial advisors deal with Tips for reducing the stress that comes with handling emails What the productivity coaching program by Patty and Michelle entails And more!

Are you ready to uncork your productivity and become more effective? Then tune in to learn how!

Resources: Productivity Uncorked

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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 believes that 95% of what we do can be done by someone else if there is a process in place.

In this episode, you will learn:

What drove Dean to start his own business Which essential and time-consuming tasks virtual assistants can do for you Who the most important person is to have in your organization How to make standard operating procedures easier to put together Why virtual assistants will save you time and money Where the name Pro Sulum came from And more!

Listen in now to find out how to document your systems and free up your time!

Resources: Dean Soto via LinkedIn | Pro Sulum

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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 your customers are influenced by your frontline employees! Today, you will learn how to help your employees strengthen their sense of empathy, responsibility, and generosity.

In this episode, you will learn:

Why the finance industry is practically tailor-made for the leading loyalty framework Why it’s imperative to influence frontline employees About the 11 huddles to have with your team Ideas for using a powerful emotion —  surprise — to inspire customer loyalty The satisfaction metric pitfalls to avoid And more!

Tune in and learn how to influence your frontline employees and build customer loyalty!

Resources: Leading Loyalty |  FranklinCovey  

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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 while operating several locations accross the state of Minnesota.  

In this episode, you will learn:

An exercise to help you answer: What kind of story do you want to have told about you? How to get down to the core of your brand message Which part of the branding process usually trips people up Why a mission statement is not a marketing message Ideas for building your mission into your culture (even if you have a big team) What percentage of Great Water Financial’s annual revenue is spent on marketing Why your marketing budget should be the last thing you cut And more!

Tune in now to learn tried-and-true strategies for uncovering your brand message and making it shine across several locations!

Resources: Great Waters Financial | Great Waters Financial Facebook Page | Iris.xyz

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Matt is excited to welcome business coach and author of “The Think Big Movement,” Jon Dwoskin to the show!

Jon and Matt take a deep dive into what you can do to get out of your own way, how to reconnect to the bedrock of what makes you tick, and how identifying your personal brand can help you manage your team more effectively.

In this episode, you will learn:

Which traits to look for in a mentor Examples of what your personal brand might be and how it affects your work and client relationships How your relationships can change once you identify your personal brand How to take the risks needed to get out of your comfort zone The benefits of interrupting your patterns (and book recommendations!) And more!

If you’re curious about how you can benefit from shaking things up and interrupting your patterns, hit that “play” button!

Resources: Jon Dwoskin Experience | Seat Of The Soul by Gary Zukav | The Think Big Movement: Grow Your Business Big. Very Big! | Jon Dwoskin’s cell #: (248) 535-7796.

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Matt and Kirk are back on the mic today to discuss #BeYourOwnLoud - how you as an advisor can share your story and build relationships.

Combining the power of LinkedIn and Podcasting, our #BeYourOwnLoud service, Micro-Influencer, is our two part service that can act as an entire marketing strategy for advisors.

With over 20 years in the business, Kirk has experience with just about every marketing tactic that walks across conference stages. Never in his career has he been this excited about a product that offers something truly extraordinary for advisors.

If you're looking to grow your business and develop lasting consumer relationships, this is an episode you won't want to miss!

Links: Join the Micro-Influencer Revolution

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Your host Matt Halloran is thrilled to welcome one of his personal wealth idols, Kathleen Burns Kingsbury to today's episode.

Kathleen is a wealth psychology expert, founder of KBK Wealth Connection, host of the Breaking Money Silence® podcast, and an internationally published author and speaker. Named one of nine amazing conference speakers in 2017 by Investment News, Kathleen is a sought-after keynote speaker and consultant on the topic of women and wealth and couples and money. Her mission is to empower women, couples, and families (and the advisors who serve them) to shatter money taboos and communicate more effectively about financial matters.

On today's episode, Kathleen and Matt are going to discuss how you can revolutionize your conversations about money, explore the taboo of money talk, and what you as an advisor can be doing to help yourself and your clients talk about their dollars.

Top Advisor Marketing Listener Special

In her latest book, Breaking Money Silence®, Kathleen provides her readers with a step-by-step guide to opening up about a difficult subject. It offers a strategy that can save money, improve relationships, and help people raise fiscally responsible children. We're giving away a FREE copy of Kathleen's Executive Summary from her latest research on Breaking Money Silence! Find your copy today at: http://bit.ly/breakingmoneysilence

Links: Kathleen Burns Kingsbury | Breaking Money Silence® Executive Summary | Breaking Money Silence® Podcast

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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 company culture and product/service for those with invisible illnesses.

With over 133 million Americans managing a chronic illness, this is a massive market that many advisors and providers tend to ignore. Liz and Matt explore different ways companies can use some of Liz's tangible tactics to create a more equitable and inclusive workplace.

Links: Liz Travis Allen LinkedIn | https://www.liztravisallen.com/ | Follow Liz Medium @liztravisallen

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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 companies generate leads and nurture a loyal client/customer base through digital and content marketing.

As an expert in writing for the financial industry, Erica shares some of her insight into the value of great content and the various ways you can execute this. If you're looking to break into content marketing, or need some advice on where to take your content generation, this podcast is for you!

Links: Erica Gellerman LinkedIn | The Worth Project Consulting

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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 identify values and match them to their planning.

Christy has built a truly unique and different client experience through use of happiness (one of her company's core values), humor, and by creating a judgement free zone for her clients.

Matt and Christy explore these unique aspects of her business, which have helped her and the company to grow into a thriving financial space.

If you're interested in creating your own unique client experience, don't delay on listening!

Links: Christy Aleckson LinkedIn | Single Point Financial Advisors |

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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 women are a tremendously underserved market, to the tune of 20-trillion dollars. And yet, financial firms are leaving this money on the table by failing to engage women.

With that discovery in mind, Barbara developed expertise on what these institutions need to do in order to reach and engage women. She has created the first empowerment, education, and training tools to earn the vast spending power of the female dollar.

On today's show, Matt and Barb discuss concrete steps you can take as an advisor to improve your approach to working with women and tap into that 20-trillion dollar market. Listen in to hear Barb's expert advice and discover what changes you can make to earn that female dollar! Top Advisor Listener Special! SUPER SUMMER SALE - REACH, ENGAGE, AND EARN THE FEMALE DOLLAR

In a comprehensive 3-week online workshop, you will gain the insight you need to earn the respect and trust of 51% of your market — women!

Led by renowned expert and consultant to the World Bank/IFC and owner of Purse Strings LLC, Dr. Barbara Provost! You’ll walk away with the tools and strategies you need to set your business on FIRE this summer! Barbara is an adult educator and financial services consultant who knows what women want and will give it to you straight!

Even better, there is a limited Super Summer Sale discount! and it’s only $249! PLUS, you will earn 12 CE credits when you complete the course.

Sign up today at: http://bit.ly/earnthefemaledollar

Links: Purse Strings - Reach, Engage, and Earn the Female Dollar | Women as a Focus Video | Purse Strings |

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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 just that.

Personal Financial Snapshot is designed with the clients’ needs in mind first and uses five core principles:

Save at least 15% or more Maximum protection Full replacement of assets upon death Six months to one year of asset storage Velocity of money

The five principles of Personal Financial Snapshot take financial planning to another level by leaving behind needs-based analysis and project-based analysis.

If you’re looking to give your clients the opportunity to make education-based decisions or are ready to add a higher level of planning to your practice, this is an episode you don’t want to miss!

Links: Kyle Christensen LinkedIn | Personal Financial Snapshot | Five Principles of Personal Finance

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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 agents - making him an expert in the world of recruitment! When he's not building up his business, Tim is the host of Success is Voluntary, a show focused on mastering the sale of volunteer benefits.

If you're ready to further develop your business or are in need of the push to begin your own recruiting program, be sure to listen in today!

Links: Tim Martin LinkedIn | Success is Voluntary | The Sales Boss |

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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 from a book balance of zero to our latest evaluation of over a million dollars. As our central hub to business development and growth - Matt and Kirk understand the value of podcasting.

As an time effective and financially efficient solution, podcasting is a great way to get your thought leadership out and heard.

So if you're curious as to what it takes to create a great podcast and what that can do for your business, be sure to tune in to these seven tactics today!

Links: Your Complete Guide to Starting a Podcast | Join the Micro Influencer Revolution |

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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 to explore the potential that niche marketing has for their business. They've compiled their list of the ten most common excuses to niche marketing - and they're here to bust them all wide open!

So if you've been hesitant to niche your financial advisory business, or you're looking to narrow your business model further, be sure to tune in today!

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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 way that can make our businesses and our brilliance feel small. And it's easy as a business provider to blame your investors or clients for failing to understand just how impactful your services can be. Making them more than just a price tag.

Kirk and Matt dive into how you can break down your services and prove your worth to incoming clients, AKA decommodifying your offering so that your ideal client understands who you are, what you do, and what makes your truly unique and different.

If you're ready to show your ideal client the true worth of your services, be sure to tune in today!

Links: There is Always Someone Cheaper |

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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 to ensure their children have the best opportunities for the future. And with Kelly's resources, this get's a whole lot easier. You can help your clients save up to 86% off the sticker price of attending college!

So if you're looking for a way to differentiate yourself from the advisor down the street and help your clients save a LOT of money on those college tuition bills, Kelly has the solution for you.

Tune in today to learn more!

The College Money Academy: A one stop shop for the best education you can get when it comes to reducing the bottom line on your college tuition bills. Whether you're looking at your own family, or ready to get educated to help your clients, The College Money Academy has all the resources you need for one low cost!

Links: Kelly O'Connor LinkedIn | Kelly D O'Connor | The Three Secrets of Reducing College Fees

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Matt welcomes Amit Dogra, CEO of Third Seven Advisors to today's episode. Some of you may recognize Amit from his appearance on Permission to Succeed Podcast. where he shared his knowledge on what it means to succeed as a CEO.

For today's episode, Matt and Amit are taking this conversation deeper into the world of running a business. The two explore what makes Third Seven Advisors truly unique and different, with an emphasis on how they are able to attract their ideal clients.

Three major areas of focus for Third Seven Advisors are:

We believe human interaction is the best way to invest in order to achieve your life and wealth management goals We believe in putting investments back in investing We believe in value creation

Amit is an executive with over 20 years of experience in helping investment advisors, Family Offices and wirehouse firms grow through business leadership, practice management, investment management, sales and relationship management.

Links: Amit Dogra LinkedIn | Third Seven Advisors |

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Your host Matt Halloran welcomes long time friend of Top Advisor Marketing Machen MacDonald to today's podcast. Machen is the founder of Pro Brilliance Leadership Institute and is renown in the financial sector as one of the best leadership coaches around.

The basic definition of leadership is bringing out the best in ourselves and others. As a business owner are you able to help others to perform at their full potential? Would you define yourself as a successful leader? Or do you even have qualifiers for being a successful leader?

Today's podcast will help you to discover what true leadership in business means, what areas you might be lacking in as a leader and the next steps to becoming a better leader.

If you're looking to improve the quality of your offerings and your office culture, listen in today to learn how you can provoke the brilliance around you!

Exclusive Offer: If you love what you'r hearing from Machen, you can sign up today for a FREE 45 minute Strategic Breakthrough & Clarity Session. This 45 minute session will help you get the clarity, confidence and focus you want for yourself. Are you ready to take charge of your business? Schedule your 45 minute session today!

Links: Machen MacDonald LinkedIn | Pro Brilliance Leadership Institute | MindScan Assessment

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Today your host Matt Halloran is pleased to welcome education planning expert Priscilla ONeill to today's episode to discuss what you can be doing as an advisor to assist your clients with education planning.

Priscilla is the president of Summit Scholar and a Certified Educational Planner. At Summit Scholar, Priscilla has designed software and a four phase college strategy process for highschool aged students so that they can have a thorough understanding of their financial AND educational situation in order to make the best choices for their futures.

If you're looking to give your clients and their children a true analysis of all the aspects of college, acceptance, and funding this episode is for you! Tune in today and be sure to connect with Priscilla for more information!

LINKS: Priscilla ONeill LinkedIn | Summit Scholars

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On today's episode of Top Advisor Marketing, we're stepping away from the US economy to look at the big picture of global connection and wealth. Your host Matt welcomes Jodi Morris, founder of Connecting Growth Globally, to discuss what it takes to develop global leadership and how it's possible to connect your global growth.

Jodi's mission in her work is to help motivated, curious, globally-minded individuals and teams define and harness their values, strengths and story to better maximize their life impact. Her two main avenues to achieve this is Success Coach and Global Leadership Trips. In an industry where people often feel they're unable to be themselves, Jodi's work enables financial service professionals to add the WHY to their business model and professional lives.

If you're interested in learning more about global leadership, or how your business model could benefit from a bit more WHY be sure to listen in today!

Links: Jodi Morris LinkedIn | Connecting Growth Globally |

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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 with the expressed purpose of applying his love for capturing clients’ stories and sharing it with the exact right audience to help their businesses grow. He takes a measured, disciplined approach to the communications process that has resulted in some of the longest-tenured client relationships in the business, and he’s a driving force behind the agency’s expansion into digital and next-gen marketing techniques.

Matt and Andrew discuss what holds advisor's back from marketing, key components to building an authentic brand, what crisis management can look like in finance and so much more! Be sure to tune in today to discover how to create your own complete marketing solution!

Links: Andrew Healy LinkedIn | Water & Wall Group |

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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 Top 10 Podcasts to Listen to in 2019” by Nasdaq. He is also a 7-time best selling author and has been interviewed everywhere from Forces to CBS Moneywatch.

Matt and Seth are diving into what direct response marketing is and how you as an advisor can utilize this tool to create momentum marketing and fill your client list.

If you're ready to experience two podcasting and financial marketing experts, be sure to listen in today!

Links: Seth Greene LinkedIn | Sharkpreneur Podcast  | Market Domination |

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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, or the inability to integrate social media in their large scale marketing plan, these unrealistic goals and misuse of social media can hold you back from your marketing success.

Discover the mindset you need to get your social media back on track and ramp up your marketing strategy by listening in with Matt and Ediri today!

Links: Ediri Obor LinkedIn | How to Create the Right Expectations for Your Social Media Marketing

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To finish of Women's History Month, your host Matt Halloran welcomes pay equity expert Katie Donovan to discuss what you can be doing to decrease the wage gap in your business.

Katie is the first pay expert to be featured on Top Advisor Marketing Podcast. She began the movement in Massachusetts to ban use of salary history in hiring and compensation decisions which has had a dramatic impact on lessening the pay gap. She is now a consultant and owner of Equal Pay Negotiations (EPN). Her work their strives to achieve equal pay for all groups who are systemically underpaid including women, people of color, members of the LGBTQ community, and people with disabilities, through pragmatic solutions similar to ending the use of salary history.

Discover ways you can change your hiring process, optimize your current payroll employee and learn what finance as a whole can be doing to decrease the wage gap. Listen in today!

Links: Katie Donovan LinkedIn | Equal Pay Negotiations

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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 need to be willing to take a risk with your marketing. Not every strategy or idea is going to work 100%.  From today's episode, you're going to walk away with the answer to three key questions:

1. What are the benefits? (And get ready because it's not what you think!)

2. Where do I start and what steps will I need to take?

3. How do I make my marketing a defining moment?

With some help from Matt and Adri, your marketing is bout to get easier. Learn how to plan strong marketing strategies, put yourself out there, and understand the multidimensional benefits of your marketing.

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 help advisors generate exponential growth with the femXadvisor™ process to create a female-friendly, results-oriented financial practice.

Top Advisor Listener Special!

FREE 30-Day Trial!

Whether you are actively pursuing the female market or simply want to develop a stronger relationship with your existing female clients, our Engaging Email Marketing Membership program will make the process easier and more effective. As a member, you receive female-friendly engaging nurture emails that are easy to implement; tools to engage women, making your efforts more effective; and ideas, strategies, and live coaching to make marketing to women FUN! Try our 30-Day Free Trial! Learn more at http://adrimillerheckman.com/tools/topadvisor/

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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 from your host Matt how you can overcome some of the apprehensions about podcasting and sharing your story. In addition, you'll discover the value of podcasting for women in the financial sector and the impact it can have on maximizing 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 help advisors generate exponential growth with the femXadvisor™ process to create a female-friendly, results-oriented financial practice.

Top Advisor Listener Special!

FREE 30-Day Trial!

Whether you are actively pursuing the female market or simply want to develop a stronger relationship with your existing female clients, our Engaging Email Marketing Membership program will make the process easier and more effective. As a member, you receive female-friendly engaging nurture emails that are easy to implement; tools to engage women, making your efforts more effective; and ideas, strategies, and live coaching to make marketing to women FUN! Try our 30-Day Free Trial! Learn more at http://adrimillerheckman.com/tools/topadvisor/

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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 help advisors generate exponential growth with the femXadvisor™ process to create a female-friendly, results-oriented financial practice.

On today's episode, Matt and Adri discuss the importance of branding when its come to marketing to women. Listen in to discover some of the critical elements of honing your message to create a real and authentic experience that appeals not only to your women clientele but men as well.

Top Advisor Listener Special!

FREE 30-Day Trial!

Whether you are actively pursuing the female market or simply want to develop a stronger relationship with your existing female clients, our Engaging Email Marketing Membership program will make the process easier and more effective. As a member, you receive female-friendly engaging nurture emails that are easy to implement; tools to engage women, making your efforts more effective; and ideas, strategies, and live coaching to make marketing to women FUN! Try our 30-Day Free Trial! Learn more at http://adrimillerheckman.com/tools/topadvisor/

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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 use an annual structure to create content for your podcast or blog, and some of their favourite "days" to celebrate.

Let Matt and Kaley help you build your marketing calendars by listening in today!

Links: Kaley Lewis LinkedIn | Tips For Creating Engaging and Timely Marketing Calendars

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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 16 years of experience, Amy understands what it takes to make your brand a priority and how you can take your brand and your bottom line to the next level using storytelling with a purpose.

If you're looking to grow your brand, or discover how to build a brand that tells the story and success of you, be sure to listen in today!

Links: Amy Huth LinkedIn |Due North Brand Consulting |

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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 and this podcast!

Kathy's new book, Flourish Financially: Values, Transitions, and Big Conversations, explores how the concept of money is a lot more than the dollars and cents we earn, save and spend.

Get to the know the author and learn more about this incredible book, what it takes to become an author, and a few marketing tips to make your next book an incredible success!

Links: Kathy Longo LinkedIn | Flourish Financially |

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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 are happening on your social platforms. One of our top priorities for our clients is to please the algorithm with every post we make, and with Julia's help we're able to stay on top of those changes.

In today's episode Julia and Matt discuss some of the big changes we've seen since the start of 2019, and what you as advisors, lawyers, or business owners can be doing to stay proactive on your social media.

Tune in today to keep your engagement high and social media successful!

Links: Julia Ritchie LinkedIn | Social Media Changes Report

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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 16,000 client interviews, the Taylor Method puts all the ideas, tools, language and processes for success in one convenient online location.

Matt and Eszylfie explore the substance behind the method and the value it can bring to your advisory business.

Be sure to tune in today to learn more about what The Taylor Method could be doing for you!

Links: The Taylor Method | Eszylfie Taylor LinkedIn

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Ethos is defined as the core values, beliefs and ideal that a leader will hold and manifest out to positively influence others and organizations. Do you recognize the ethos in yourself as a business leader? Or are you trying to cultivate your own sense of ethos?

If you've got questions about your leadership skills, ethos, or how to build the characteristics of a leader, this podcast is for you!

Today Matt is joined by Dr Sean Hannah, a Wake Forest University School of Business professor, retired US Army Colonel, and one of the founding members of 3ethos.

With extensive background in leadership, Dr Sean has spent decades building leaders in the military and in finance to become better stewards, governs, and leaders in the business that they do.

Tune in today to learn more about the leadership characteristics that can you set you apart from the crowd, and build a business you and others believe in!

Links: Dr Sean Hannah LinkedIn | 3Ethos.com |

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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 flourishing business.

With our focus on bringing you, our listeners, something unique and different with every podcast Matt is thrilled to sit down and discuss Craig's extensive experience and the marketing success he's develop with the America Group.

Tune in today for more top advisor marketing tips!

Links: Craig Snyder LinkedIn | America Group

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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 specializes in designing marketing strategies for #FinTech companies and where he serves as founder and CEO.

Diederik shares in his expertise and advice on some of the strategies you can incorporate into your business/marketing plan to help you see growth and consistent results.

Be sure to tune in today for some refreshing advice when it comes to your marketing strategy!

Links: Diederik Heinink LinkedIn | East Marketing

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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, Celeste is the author of two books, We Need to Talk: How to Have Conversations That Matter, and Heard Mentality: An A-Z Guide on How to Take Your Podcast or Radio Show from Idea to Hit.

Together, Matt and Celeste dive into the two major components of being a great podcast host: what can be taught and what is innate.

If you've ever considered podcasting, or currently host your own, be sure to listen in today and discover what your podcast could be missing!

Links: Celeste Headlee LinkedIn | Heard Mentality: An A-Z Guide to Take Your Podcast or Radio Show From Idea to a Hit|Celeste Headlee TED Talk: 10 Ways to have a better conservation | We Need to Talk : How to have Conversations That Matter

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Are you ready to change the way you think about recruiting? Matt Halloran is joined by Amir Borand, co-founder of Elevano, and a new age expert in recruiting.

Amir and along with his founding partner, are out to change the way people recruit. Using social media, Elevano helps employers find the right people and bring them into their business. Leveraging digital content, Amir is trying to break away from traditional methods of recruiting, to create a space that is open to a much more social conversation.

If you're looking to grow your team, or perhaps seeking a new professional endevour, be sure to tune in today to find out how with the right recruiting anything can happen!

Links: Amir Bormand LinkedIn | Elevano

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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 giving them the edge on marketing strategies and success stories. Luke offers some of his best advice to keep your marketing relevant throughout 2019.

Tune in today to learn more about how you can make 2019 your best marketing year yet!

Links: Luke Acree LinkedIn | ReminderMedia

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To welcome in a new month, your host Matt Halloran is featuring one of his team mates and long time friends, Aric Johnson.

Some of you may recognize Aric as the host of several of our Top Advisor Marketing client podcasts, but his work goes beyond our microphones. Aric is a business coach/consultant, the VP of Advisor Development at Christian Wealth Management, and a professional speaker.

Aric brings all that experience to our clients at Top Advisor Marketing, and directs so that they can bring their best self and provide optimal information and guidance to their audience.

If you've ever been curious about what it takes to be an incredible podcast host, or how we make podcasting work here at Top Advisor Marketing, be sure to tune in today!

Links: Aric Johnson LinkedIn |

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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 Karen Coyne to our latest episode to discuss how vision can be a year-round discussion with your clients. With her unique approach to focusing on vision, Karen doesn't center her financial business model around drawing in more clients, but on delivering high-quality service.

Understanding what drives your clients and their vision for today, tomorrow, and ten years can help you build a stronger and more referable practice. Listen in today and start developing your own sustainable vision!

Links: Karen Coyne LinkedIn

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Oftentimes advisors want to grow their business and pass down their knowledge. To do so, they bring on interns and a lot of the time, it goes horribly wrong.

Has that ever happened to you?

Perhaps you weren’t great at managing, articulating your expectations, or you just haven’t found anyone you really connect with.

Joining our host, Matt Halloran, is returning guest Marci Bair and her partner, Victor Orozco, of Bair Financial LLC to discuss how you can build a successful partnership within your firm.

Marci made a previous appearance on Top Advisor Marketing Podcast where she discussed how to truly niche useful, however, she wouldn’t have obtained her current level of success if not for Victor.

If you’re thinking about broadening your firm and want to grow with someone, listen today to learn valuable advice on how you can make a lasting partnership.

Links: Victor Orozco LinkedIn | Marci Bair LinkedIn | Bair Financial LLC

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Are you interested in growing your professional wardrobe? Is it time to add a splash of color or a new fabric to those tried-and-true suits? Have you always taken pride in your appearance, but you're not sure what the next steps are?

If you've asked yourself those questions, this is the episode for you!  Matt welcomes personal stylist and menswear professional Rich Mbariket to today's show to discuss easy tips to help men spice up their wardrobes.

As the founder of his self-named company, located in Las Vegas, Rich provides clients with direction when it comes to converting the tried and true into the new and stylish. With a focus on converting stuffy to approachable, Rich helps men select great professional outfits, whether it's for your 9-5 office job or for an evening out.

If you're ready for a style make over and to make 2019 the year you're a contender for best-dressed in the office, this an episode you won't want to miss!

Links: Rich Mbariket LinkedIn | RichMbariket.com |

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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 that you can live life outside the office. Today with our host, Matt Halloran, Eric will discuss how financial professionals can use the retire early lifestyle to market and prospect for clients.

If you're considering early retirement or are simply ready to offer your clients more living, be sure to listen in today!

And if you missed Eric's original podcast, you can find it HERE!

Links: Eric Gaddy LinkedIn | "Retire Early - What are you waiting for?"- The Book | How To Retire Early Website | Retire Early Resources

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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 few of First Ascent's unique offerings for advisors:

1. The industry's first flat-fee asset management services.

2. Elegantly simple portfolios that focus on being broadly diversified with few holdings and infrequent trades.

3. An entirely virtual experience, which keeps costs down and customer service up!

If you're ready to provide a high quality service that will lower your costs and the costs to your clients, be sure to listen in today with Scott and Matt!

Links: Scott MacKillop LinkedIn | First Ascent Asset Management | First Ascent Knowledge Centre

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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.

These two social media gurus explore the hard and fast reality that social media isn't your technology fix. It will never replace traditional methods. But working in symbiosis with your prospecting avenues, can create a stronger and more reliable sales stream.

If you're ready to explore what social media should mean to your company, listen in today!

Links: Ian Moyse LinkedIn | Natterbox

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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 world of law, but can help you make your practice fundamentally unique and different!

Craig is an expert at what he does, and hosts his own podcast along with being an editor at Trusts & Estate Magazine and a contributor to wealthmanagement.com.

Be sure to listen in today and learn how you can create growth in your own practice!

Links: 4GameChange Podcast | Craig Hersch LinkedIn| Common Cents Estate Planning: Practical Advice You Should Consider With Your Attorney, CPA and Financial Advisor

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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 process they offer their branding clients. It's a process Kirk has spent the past 18 years perfecting. Using their proven four step process: attract, intrigue, engage, and influence, Kirk and Matt share several actionable steps you can take to bring your ideal clients through the door!

Be sure to listen in today and begin your marketing success! Links: Marketing Plan Tactics | Marketing BluePrint Video

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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 out what to do—stay or leave the big firm. He also speaks to the rest of the transition process, uncovering overlooked growth plan issues and the importance of building your own brand recognition. Tune in now to learn more!

Resources: Kinetics Financial Advisors | MarketCounsel Summit

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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 Thomson, to discuss the advantages of finding a wealth management and technology provider when you break away from a previous firm.

Dynasty is an integrated service provider for independent RIAs who are in need of some support to become more profitable. With several years of experience, Todd and his team understand the complexities that come with setting up your own firm, from which custodian you want to work with, to the technology you need to provide the best service.

If you’re ready to break out on your own, be sure to listen with Todd and Matt to hear about some very important decisions you’ll need to be making!

Links: Todd Thomson LinkedIn | Dynasty Financial Partners | MarketCounsel Summit

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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 working with executives, the benefits of working with a younger demographic, and how to cultivate 30+ year client relationships. Tune in now to learn more!

Resources: Van Leeuwen & Company LLC | MarketCounsel Summit

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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 three major topics of what a law firm can do for a financial service professional.

Listen in today to learn more about litigation and your financial services business.

LINKS: Sharon Ash LinkedIn | Hamburger Law Firm | MarketCounsel Summit

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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 of your day set the tone for the rest of your day - so are you priming yourself for success? 

Listen in and start every day the right way with Coach Joe and Matt Halloran!

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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 world of broker’s offices and reading the Wall Street Journal, Robb’s career in finance began at the age of 12. Twenty years ago he began TradePMR, which has built a reputation for high quality services and an emphasis on knowing everybody’s name.

Join Matt and Robb as they discuss the value in working with a company such as TradePMR, not just for your clients, but for your marketing potential! Be sure to listen in today!

Links: Robb Baldwin LinkedIn | TradePMR | MarketCounsel Summit

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Are you conquering every day? What does it take to obtain that razor focus so you can take control of your to do list? Listen in with Coach Joe and your host Matt Halloran as they discuss the importance of daily focus. With the right mindset, you'll be turning your business plan into a business reality!

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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. Tune in now to learn about their unique service!

Resources: Tru Independence | MarketCounsel Summit

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Join host Matt Halloran and special series guest Coach Joe as they discuss the value of creating (and sticking to!) a quarterly game plan. Breaking your business plan down into bite size manageable pieces will give you stronger goals, and more success! Tune in today to finesse your business plan and get ready to rock Q1 2019!

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Today Matt and Coach Joe are diving into three very important topics when it comes to business planning and you're business success! Listen as these two coaching, development, and marketing experts discuss what you need to create a business with a lasting brand, strong marketing initiatives, and the ability to develop and grow!

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A goal is defined as "the object of a person's ambition or effort; an aim or desired result". This definition provides us with both an action (ambition/effort), as well as a passive action (aim). What are you doing to take your goals from aims and desires into the realm of action and effort? Listen in with Coach Joe as he discusses with your host Matt Halloran different ways to make your goal setting effective, and stick to it.

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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 an operations manager is an investment you won’t regret. Learn how to create operational readiness in your firm and stop impeding your own potential. Tune in now to learn more!

Resources: Dakota Wealth Management

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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 the book that integrates leadership, stewardship, and governance. Tune in now to learn more!

Resources: 3ethos

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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 months later they’re seeking out different providers. In this episode, George explains how advisors can get it right the first time and make a decision that sticks. Tune in now to learn more!

Resources: Orion Advisor Services

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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 top of mind. Tune in now to learn more!

Resources: Private Ocean

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Year end is a time when many of us look forward at what are we going to do in the next 365 days to change, grow, and become a better person. Today with your host Matt Halloran, Coach Joe is going to be discussing the value in not just a one year plan, but having a 5 year vision.

If you're ready to take not just 2019, but the next five years by storm, be sure to listen in today!

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All work and no play makes Jack a dull boy. These words of wisdom come to life in today's episode as Matt and Coach Joe explore how advisors can handle business/life integration.

Balance is a struggle in every area of our lives, whether it be our diets, our relationships, or our professions. So take some time and learn how you can balance and integrate your personal and professional life today!

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Benchmarks are a cornerstone to your business success. They give you an opportunity to reflect, evaluate, and challenge yourself in the upcoming year to meet goals. However, benchmarks can be another one of those tasks that simply gets forget. As people say, when something works well, we tend to stop doing it simply because we don't acknowledge or allocate for it.

Coach Joe has a three part process to help you wrap up 2018 and set yourself on a better path for 2019. Get your benchmarks set, and roll on past them with your most successful year yet!

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We all have "plans" but what makes plans a reality? Actually DOING them. So when it comes to building your business plan what's stopping you? For many of us it's that we simply right it down as something to get done, without taking the necessary steps to make it happen. Whether that's blocking our calendar time, arranging a coaching session to prepare for the plan, or simply getting your team together to discuss the business you're building.

Listen in as Coach Joe explains the value in planning your plan, and get ready to rock in 2019!

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Failure. It's not a topic anyone likes to dwell on, yet let's face - we all fail. Including advisors. And one of the major areas advisors tend to fall down is in creating their own business plan.

Once again, Matt Halloran is joined by the business planning guru Coach Joe Lukacs, to discuss what types of tools and techniques Joe brings to his advisor clients to get them through the struggle that is advisor planning.

Don't let past business plan failures impede your future success!

Links: Coach Joe's LinkedIn

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It's the beginning of the 12 days of Marketing! To celebrate the holidays and Business Planning month, our host Matt will be joined by Joe Lukacs, AKA Coach Joe, for the next 12 episodes to discuss with us how to create a rockstar business plan for 2019.

To kick start the marketing season, Joe and Matt dive into the value of having a proper business plan. If this is something you've always considered doing but couldn't find the time or see the value, tune into this episode to find out the truth behind the why of business planning!

LINKS: Joe Lukacs LinkedIn

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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 Matt Halloran is joined by our very own Kaley Lewis to discuss five tips to making your holiday social shine! By adding some festive and engaging content, you'll be sure to create an impression and keep your audience engaged through the busiest time of year. It's never too late to get that holiday calendar rolling, so listen in and start today!

LINKS: Kaley Lewis LinkedIn | 5 Holiday Post Ideas

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On this episode of Top Advisor Marketing, Matt Halloran welcomes Joe Calloway to discuss one of his many books, Becoming A Category of One: How Extraordinary Companies Transcend Commodity And Defy Comparison.

Joe helps leaders focus on what is truly important, inspires new thinking about effective leadership, and motivates them to immediate action.

As many businesses today follow a cookie-cutter plan, to become a Category of One you must discover how to decommonditize your business and stand out from the crowd.  Are you providing a specialized service to your clients? Are you relevant? Do you provide value and consistency of performance? Listen in and learn tips from Joe and Matt to setting yourself apart from your competitors and turn your business into a market leader.

LINKS: Joe Calloway LinkedIn | Becoming a Category of One |

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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 an expert in the field. Along with Matt, Mike reviews his three key components to seminar success: plan the process, possess the heart of a teacher, and finishing strong.

Join us today and be sure to check out White Glove Workshops resources on their website!

LINKS: Mike Thurman LinkedIn | White Glove Workshops |

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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 prospecting. Oftentimes advisors fail to use their technology to the fullest potential - with most firms only using 20-30% of what their technology offers.

As one of the few RIA tech experts, Kristen spends every day working with the very systems that drive your business. Kristen and Matt walk through the basic steps that you can take to evaluate your technology and come to some decision on what comes next.

LINKS: RIA Oasis | Kristen Schmidt LinkedIn

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Have you ever thought you had such a great idea—someone might just pay you to read it? Often times advisors reach a point in their development where they're told to put pen to paper and draft the next best financial read. But how many of us consider what a great opportunity a book can be for marketing?

Joining Matt today is fellow podcaster, author, CFP®, and speaker Lynn S. Evans to discuss how she developed, marketed, and wrote her book, Power of the Purse.

Lynn is a national leader in the financial planning industry. Lynn has a profound understanding of the deep relationships that revolve around women and money. Through the work of her book, podcast, radio show, and financial network, Lynn has made it her personal mission to help baby boomer women become financially literate and take back control of their finances.

Learn more about Lynn, her book, and marketing in this great episode today!

LINKS: Power of the Purse Podcast | Women of Substance | Lynn S Evans LinkedIn | Power of the Purse Book

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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 the biggest buzzwords in financial services, behavioral finance. In today's episode, learn how you can use this tool to successfully differentiate yourself from your competition.

With Bethany and Scott's game changing discovery of the Money Personalities Test, you can revolutionized how your clients think of their relationships with money. With a deeper understanding of your clients intricacies with money, you can develop more custom plans to suit their needs. Prepare for 2019 to offer the best and most custom service yet!

LINKS: The Money Personalities Test | Scott Palmer LinkedIn | Bethany Palmer LinkedIn | The Money Couple

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Matt is joined by returning guest Jen Goldman, of Jennifer Goldman Consultants to discuss a big topic, with little content - how to merge a CPA firm with a wealth management firm.

As a business transformation consultant Jen has experienced first hand the growing pains that come from merging these two businesses. When her journey began, she sought all the material and advice should could online, and surprisingly, came up pretty empty handed. With over 50% of CPA firms now offering some form of wealth management, it's hard to envision that this practice has been so over looked.

But fear not. Given Jen and Matt's shared experience on the topic, the two of them dive into some of the key things you need to know about making your business merger a major success.

LINKS: Jen Goldman LI | Jennifer Goldman Consulting

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Best selling author, speaker, business coach Dave Crenshaw joins Matt Halloran today to discuss what he knows best - accountability and time management. Dave is a particular expert in his field as his personal background isn't that he's a classic type A person. On the contrary, Dave has been diagnosed with ADHD, making him inherently disorganized.

Unlike many others we often hear from explaining to us how to stay focused, Dave has overcome his natural instinct for chaos and can now behave as though he has inherently organized, a skill set he has now taught hundreds to thousands of people. Having designed a system that was built for the most disorganized person in the world, Dave understands how to take anyone, regardless of their starting point, to a level of successful organization.

Together with Matt, Dave is going to explore how you can become the master of your own time by understanding a few of the simple lies we often tell ourselves that keep us from optimal efficiency. If you're ready to take 2019 by storm, listen in today and find out how to become master of your own time and success.

Links: Dave Crenshaw Linked | DaveCrenshaw.com |

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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 to freeing her clients from the human condition that causes us to limit our beliefs in our success. After working with hundreds of advisors, Susan recognized that regardless of their level of success, it was her own clients who stood in the way of achieving success. Using her extensive resume and her education, Susan is changing the way advisors attract and retain their ideal clients.

If you're looking to set a new tone for 2019, or simply in need of a 4th quarter boost, be sure to listen in today! And check Susan's websites for some incredible free resources!

Links: Susan Danzig LLC | Susan Danzig LinkedIn

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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 to be doing to create engaging dialogue and quality content. Be sure to listen in with Matt and Kirk today!

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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 and expensive medium?

Today, Top Advisor Marketing is travelling across the Atlantic to speak with Robin Powell, journalist and financial educator, on the topic of video marketing with advisors.  Robin specializes in creating quality video products for advisors, and his here to share in his expertise and maybe convince some of our listeners that video has a place in their marketing plan.

Learn how you can create your own video marketing to build rapport, drive website traffic, and create lasting and memorable content.

LINKS: Robin Powell

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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 you can use persuasive communication to build the business you want.

Persuasive communication often gets a bad rapt for being aligned with manipulation. However, the two couldn't be further from the same thing. Persuasive communication techqniues call someone to something using effective reason and argument. We all believe in the products we are selling, and persuasive communication can help you effectively articulate this.

If you're interested in fixing your communication skills, and developing stronger and longer lasting client relationships, listen in with Jeff and Matt today!

LINKS: Pixels are the New Ink | Jeff Tippet LinkedIn

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Joining Matt Halloran today is CFP and Vice President of Christian Wealth Management, Michael Graef. Michael is one of the founding members of Christian Wealth Management and works closely with another of our podcast guest, Robert Netzly.

Together they have built a successful business, process, and organization structured around BRI (Biblically Responsible Investing). This business model could be described as a limiting niche, however, like all niches, if use correctly, can make a world of difference in your marketing strategy and bottom line.

To learn more about how you can better use a exclusive niche to launch your business, listen in today!

LINKS: Michael Graef LinkedIn | Inspire Investing | Christian Wealth Management

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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 be your brand. So how can you tell if it's good enough?

Our very own Branding Expert Kirk Lowe joins Matt today as they discuss if you're brand worthy. Answering some tough questions, with even tougher answers, Matt and Kirk cover several of the areas you need to consider when deciding if you and your brand are up to snuff.

If you're looking for more information on branding, be sure to check out our branding resources at Advisor Utoday!

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Adri Miller-Heckman joins host Matt today to dive into her game changing book, Keys to the Ladies Room. As you might have guessed, Adri wrote the book on what advisors need to know to effectively market and attract female clients.

In addition to her work as an author, Adri is the founder of FemX, and she regularly consults and coaches financial advisors on how to build powerful female focused marketing plan. With Adri's help, advisors can affectively market to both genders, creating exponentional growth for years to come.

Join Matt and Adri today to learn what you can be doing to create a quality and sustainable marketing strategy.

LINKS: Adri Miller Heckman | Keys to the Ladies Room | AdriMillerHeckman.com

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Joining Matt today is professional speaker, keynote speaker, mindset strategiest and a business coach Debbier Peterson. Debbie is an expert in helping people get out of their own way to excellerate their results.

When it comes to our own success, we all need to get out of our own way, as we are often the number one thing inhibiting and prohibiting our own success. Debbie and Matt walk through one of her programs, From Frustrated to Focused - Mindset Strategies for Business Growth to help decipher some of the best ways you can step out of the way and let success happen.

Debbie professionally motivates, educates, and inspires professionals to discover what is holding them back. If you're ready to tap into your own success, be sure to listen in today!

Links: Debbie Peterson

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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 personal motto of "Do it creatively or don't do it at all" is a key element of making those marketing moves to see the end results you want. With her CFA, key not speaker experience, and writing crediential, Sara is a leader her in field.

Be sure to listen in today with her and Matt and check out her podcast at Sara Grillo Podcast!

LINKS: Sara Grillo Website | Sara Grillo LinkedIn

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Matt is joined today by Robert Netzly, the globally recognized authority in the Biblically Responsible Investing (BRI) movement and leading innovator in the BRI industry. Robert began his journey into the BRI world after feeling a calling to step out from his previous employer and create a financial service that reflected his values.

Robert is the founder of the Inspire Investing group of companies, where he maintains the role of CEO. Robert has tranformed his own business along with many others by creating the opportunity for advisors to develop a strong niche market. BRI offers these advisors a way to continue to invest and work in finance while supporting their personal views and beliefs. As one of the founders of the BRI movement, Robert is a great source of information on how you can transform your practice and your finances by establishing a strong brand that you believe in and support.

LINKS: Inspire Investing | Christian Wealth Management | Robert Netzly LinkedIn

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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? He's 48, and retired.

Joining Matt today is Eric Gaddy, recent retiree, and newly published author of Retire Early -What are you waiting for? Eric spent 24 years as a financial professional before retiring last year and taking on this new adventure of being a thought leader. Matt and Eric sit down to talk shop about his upcoming book, along with his book marketing tactics (some of which will make your jaw drop).

If you're looking to challenge the retirement norm, for yourself or your clients, be sure to listen in today and pick up a copy of Eric's new book, now available on Amazon!

LINKS: Eric Gaddy LinkedIn | Retire Early - What are you waiting for? | Retire Early 365

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Today Matt is joined by Jay Palter, the Cheif Engagement Officer at jaypalter.com. Jay has been in the tech industry for over 30 years, and is providing something fundamentally unique and different when it comes to social media and influencers.

Jay has developed his own Influencer Navigator Plan as a tool to help you build a social media presence that that is both credible and visible to social media influencers in your field. It even goes so far as to advise you on WHAT to share, WHEN to share it, and WHO with.

If you're looking to create some sustainable and impactful social media, be sure to tune in today!

Links: JAYPALTER.CA | Jay Palter LinkedIn

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Often when entrepreneurs set out to start a new business, marketing can fall to the way side. Business structure, sales, products seem to all take precenident.But if you want to build a successful business you have to have a rockstar marketing plan. Joining Matt today is the co-founder of XY planning and CEO of Advisor Pay Alan Moore.

Many of you will have heard Alan's name before, as he is consistently blogging, podcasting, and being highlighted as a thought leader within financial services. Alan is the co-founder of XY Planning Network and the CEO of Advice Pay. He joins Matt today to explore some of the ways that have lead to his exponential growth and made him one of the fastest growing companies in the United States.

Links: Alan Moore LinkedIn | XY Planning Network | AdvicePay

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Today Matt shares the mic with co-authors Michelle R. Donovan and Patty Kreamer to discuss their latest book, A Woman's Way: Empowering Female Financial Advisors to Authentically Flourish and Lead in a Man's World. Michelle and Patty write to this topic, speak to this topic, and coach on this topic.

Together, the three will walk through some of the strategies and tactics women can use to capitalize on their natural strengths as women and build thriving practices based on leadership, confidence, relationships, and authenticity.

Be sure to listen in today!

Links: A Woman's Way Book | Michelle R. Donovan LinkedIn | Patty Kreamer LinkedIn

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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 were working towards different goals than they were?

In the financial world, we know that referrals are your bread and butter. Which means that client experience is pivotal because the people in your office today are making sure there are people there tomorrow. Joining Matt today is Julie Littlechild, speaker, writer, and founder of Absolute Engagement.

As an expert on client experience, Julia and Matt discuss what it takes to make your client experience extrodinary. With an 11 step program, Julia has made it simple for advisors, or anyone who has a referral based business, to create happy and lasting client relationships.

LINKS: Julie Littlechild LinkedIn | Client Engagement

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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 and branding expert Kirk Lowe on today's episode to dive into momentum marketing. A term branded by Kirk, it is derived of three big questions. 1. Is your marketing constantly moving forward? 2. Does your marketing build on itself time and time again? 3. Does your marketing retain marketing value. As Kirk and Matt move through these three questions, discover valueable tactics to creating a marketing plan that builds with you, and for you.

Links: Kirk Lowe LinkedIn

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Have you ever wondered how a virtual company works? Virtual companies raise a lot of questions, including do the employees know one another? How do you manage to build a team effort? How can you seperate work from home when you work at home? Does anyone get any real work done?

To answer these, and many more curiouristies of the virtual company, Matt is joined by Lisa Ferguson, Top Advisor Marketing's Director of Operations. From the beginning, Lisa has assisted in creating the team at Top Advisor Marketing and helping to build an incredible sense of community. Lisa and Matt discuss the many benefits of a virtual team including the cost of doing business, talent pool, lifestyle, colloboration and productivity. If you're curious about if you can make a virtual team work, or are wondering simply how we at Top Advisor Markting get things done, be sure to tune in today!

LINKS: Lisa Ferguson LinkedIn

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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 our listeners can see what we're up to behind the scenes and how we produce high quality content and get it from our desks to yours. To really give perspective on how to get your message out there, Matt sits down with our Marketing Direct Kaley Lewis to discuss the many tasks and habits of effective internal marketing.

Kaley has a graduate degree in Media and Communications, and brings her love for storytelling and conversation to discuss just what fills the day of an internal marketing person. Internal marketing is more than just the odd social media post, there is an art to creating lasting social engagement, and developing quality touch points for your audience. If you're a B2C or B2bB company looking to improve on your marketing template, be sure to listen (and maybe takes some notes!) on what you need from your internal marketing team.

LINKS: Kaley Lewis LinkedIn

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It can be difficult to find the right people to support you as an adivsor. Creating a team that understands you and balances you skillsets often feels as though you're asking a lot, especially if you're limiting yourself to individuals who can come to your brick and mortar. Today Matt is sitting down with female entrepreneur and FPQP Michelle Wong to discuss her latest business and your solution to finding the perfect support system for your advisory firm.

Michelle is the founder and CEO of Nifty Advisor Support which offers a comprehensive virtual assistant program specifically tailored for RIAs. Nifty can assist your business with client service and operations, marketing and communication, and paraplanning. Michelle explores her process and methodolgy to providing RIA's with the best service possible, at a minimal cost.

If you're curious about how to improve your business without the hassel of creating a salaried position tune in with Michelle and Matt to explore the opportunities of Nifty Advisor Support.

LINKS: Nifty Advisor Support | Michelle Wong LinkedIn

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It can be difficult to find the right people to support you as an adivsor. Creating a team that understands you and balances you skillsets often feels as though you're asking a lot, especially if you're limiting yourself to individuals who can come to your brick and mortar. Today Matt is sitting down with female entrepreneur and FPQP Michelle Wong to discuss her latest business and your solution to finding the perfect support system for your advisory firm.

Michelle is the founder and CEO of Nifty Advisor Support which offers a comprehensive virtual assistant program specifically tailored for RIAs. Nifty can assist your business with client service and operations, marketing and communication, and paraplanning. Michelle explores her process and methodolgy to providing RIA's with the best service possible, at a minimal cost.

If you're curious about how to improve your business without the hassel of creating a salaried position tune in with Michelle and Matt to explore the opportunities of Nifty Advisor Support.

LINKS: Nifty Advisor Support | Michelle Wong LinkedIn

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Have you ever wanted the opportunity to pick the brain of a financial rockstar?

To celebrate our hundredth podcast, Matt was fortunate enough to sit down with the one and only Michael Kitces and do just that.

Many of you will recognize Michael's name from his blog, Nerd's Eye View, but he is also a partner and director at Wealth Management for Pinnacle Advisory Group and the co-founder of the XY Planning Network and New Planner Recruiting. If you haven't found him through these avenues, you may have had the opportunity to hear Michael at one of his many speaking gigs (he rocks between 50-70 a year). With eight designations/degrees (yes, you read that correctly), Michael is one of our industry's leading experts on everything from marketing to markets.

Michael discusses his initial foray into the blog scene, and how he's grown in popularity and numbers through persistent writing and by creating high-quality content. Boasting over 200,000 unique viewers to his blog every month, Michael understands how to go from humble beginnings to superstardom.

Listen in today and discover what steps you can take to realizing your marketing dreams.

LINKS: Michael Kitces LinkedIn | Kitces.com

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Have you ever wanted the opportunity to pick the brain of a financial rockstar?

To celebrate our hundredth podcast, Matt was fortunate enough to sit down with the one and only Michael Kitces and do just that.

Many of you will recognize Michael's name from his blog, Nerd's Eye View, but he is also a partner and director at Wealth Management for Pinnacle Advisory Group and the co-founder of the XY Planning Network and New Planner Recruiting. If you haven't found him through these avenues, you may have had the opportunity to hear Michael at one of his many speaking gigs (he rocks between 50-70 a year). With eight designations/degrees (yes, you read that correctly), Michael is one of our industry's leading experts on everything from marketing to markets.

Michael discusses his initial foray into the blog scene, and how he's grown in popularity and numbers through persistent writing and by creating high-quality content. Boasting over 200,000 unique viewers to his blog every month, Michael understands how to go from humble beginnings to superstardom.

Listen in today and discover what steps you can take to realizing your marketing dreams.

LINKS: Michael Kitces LinkedIn | Kitces.com

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You may not realize this... but the holidays are right around the corner. And now for many of us are first instinct is to be overwhelmed. With the holidays come so many other important obligations. But here at Top Advisor Marketing Podcast, we've been thinking ahead and we want to ensure our listeners are able to enjoy the holidays. Because really, it is a time to have fun and celebrate. But it's also an important to for creating and delivering high quality pieces of communication.

Joining us today to discuss how to make your holiday schedule a little lighter is returning guest Luke Acree, President of ReminderMedia. Luke and Matt explore options for advisors that can be used during the holidays to ensure you're keeping up your touch count, but also providing high quality content to your audience. Taking the time to investigate your plan and strategy today will make for an easier December.

Listen in today to learn how you can stroke one item off your Holiday-to-do-list in August!

LINKS: Reminder Media Podcast | Luke Acree

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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 world, and how she capitalizes on social media. With that in mind, Heather and Matt discuss what you can be doing NOW to reach out to your audience and grow a stronger relationship for those who follow you.

Tune in to find out how to manage your social media so that you can maximize your outreach!

LINKS: Heather Wilson | 5 Tactics to “Untroll” Your Online Trolls

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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 today is one of Top Advisor’s in house Social Media Specialists and Copy Writer Jessica Jackson. Matt and Jessica dive into how you can please the algorithm by controlling the few key areas you can to ensure maximum reach. Jessica also shares some strategies to optimize your organic posts to receive maximum reach and discusses ways to engage your audience to further leverage your post.

LINKS: Jessica Jackson Linkedin

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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 and her own unique twist to creating sustainable and successful marketing. Joining us is Kristen Judd of Money Secrets and Five Rings Financial.

Kristen has successfully used pretty much every medium you can to market her business. From an attractive (and useful) website, to Facebook Pages/Groups, and a consistently active LinkedIn Campaign, utilizing many of the tools every advisor has access to with an incredible success rate. Kristen offers her own insight into her use of Videos (both live and recorded) along with one of her key event campaigns, Wine, Women, and Wealth. Learn how she has taken her marketing to a place where not only has she developed a successful business, but is also creating spaces to help women better understand their finances and their goals.

If you want to take your marketing and client experience to the next level, be sure to tune in the Kristen and Matt today!

LINKS: KRISTEN JUDD LinkedIN |

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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 and her own unique twist to creating sustainable and successful marketing. Joining us is Kristen Judd of Money Secrets and Five Rings Financial.

Kristen has successfully used pretty much every medium you can to market her business. From an attractive (and useful) website, to Facebook Pages/Groups, and a consistently active LinkedIn Campaign, Kirsten utilizes many of the tools every advisor has access to with an incredible success rate. Kristen offers her own insight into her use of Videos (both live and recorded) along with one of her key event campaigns, Wine, Women, and Wealth. Kristen has taken her marketing to a place where not only has she developed a successful business, but she's also creating spaces to help women better understand their finances and their goals.

If you want to take your marketing and client experience to the next level, be sure to tune in the Kristen and Matt today!

LINKS: KRISTEN JUDD

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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 Financial Planning, and soon to be published author of the Social Responsibility Tool Kit.

With over 25 years of experience working with female executives, LBGTQ+ communities, and progressive businesses, Marci understands just how crucial a niche is to building a sustainable and profitable business. But how can you take this one step further? Matt and Marci dive into how you can undergo assessments and certifications to provide proof that you are operating a unique and one of a kind financial planning service. With a background in sustainable and socially responsible investing, Marci offers her unique input on the various ways you can undergo ESI/SRI certifications to ensure your business is not just planning, but operating in a financially sustainable fashion.

If you're interested in learning how you can take your ESI/SRI business to the next level, or just want to know more about developing a strong niche market, listen in with Marci and Matt today!

LINKS: Marci Bair | Sustainable & Socially Responsible Investing 101 | Socially Responsible Investing Brochure