Shows
Top Advisor Marketing PodcastCelebrating 500 Episodes: Favorite Moments, Marketing Lessons, and What’s Next With Kirk Lowe (Ep. 500)All good things must come to an end.
In this special milestone episode of the Top Advisor Marketing Podcast, Matt Halloran and Kirk Lowe celebrate their 500th — and surprise! — final episode with you.
Reflecting on seven years of podcasting, they share behind-the-scenes stories, valuable marketing lessons, and a heartfelt appreciation for their listeners and guests. This episode is a celebration of their incredible run and an announcement of big changes on the horizon, as the show evolves into a new format to deliver even greater value.
Join Matt and Kirk as they revisit some...2024-12-3151 minTop Advisor Marketing PodcastFuture-Proof Your Practice: Marketing Predictions Advisors Can’t Ignore for 2025 With Kirk Lowe (Ep. 499)It’s time to gaze into our crystal ball once again. 🔮
In this episode of the Top Advisor Marketing Podcast, Matt Halloran and Kirk Lowe share their predictions for successful marketing in 2025, tackling topics every advisor needs to hear.
From leveraging AI to streamline workflows while maintaining a human touch, to the necessity of creating authentic content that truly connects with your audience, this episode offers actionable insights for staying ahead in a competitive industry. Plus, Matt and Kirk explore how embracing these trends now could position you to capture a slice of the $74 trillion great...2024-12-2441 minTop Advisor Marketing PodcastTurning Education Into Trust: How Advisors Can Win Clients With Carrie Roso (Ep. 498)Let’s face it — nobody wants to be sold to.
But you know what people love? Learning something that changes their perspective and adds real value to their lives. That’s how relationships are built.
In this episode of the Top Advisor Marketing Podcast, Matt Halloran talks to Carrie Roso—Director of Marketing at FMT Solutions—about how financial advisors can turn education into their most powerful client acquisition tool. This is about delivering real value through authentic, long-form workshops that leave attendees saying, “Wow, I trust this person.”
Tune in, and discover how to reach more...2024-12-1729 minTop Advisor Marketing PodcastAdvisor Marketing Plan, Part 3 : Expand Your Reach and Influence With Kirk Lowe (Ep. 497)Your marketing approach shouldn’t just reach an audience. It should transform that reach into meaningful engagement, referrals, and partnerships.
In part three, Matt Halloran and Kirk Lowe guide listeners through the essentials of years two and three of a long-term marketing plan.
This installment builds on the foundation laid in the previous episodes, sharing actionable strategies to expand your reach, deepen client relationships, and boost credibility through referrals, partnerships, and targeted PR. They also discuss techniques to engage local influencers, refine calls-to-action, and incorporate media promotion, making a case for both organic and paid gr...2024-12-1033 minTop Advisor Marketing PodcastAdvisor Marketing Plan, Part 2: Achieve Escape Velocity With Kirk Lowe (Ep. 496)In this episode of the Top Advisor Marketing Podcast, Matt Halloran and Kirk Lowe continue their multi-part series on building a powerful influence marketing strategy
In part two, they explore the concept of “escape velocity,” using the analogy of a rocket launch to explain how you can propel your influence beyond the foundational work covered in the previous episode.
Tune in for actionable advice on what to implement next — and why — including hosting webinars, setting up email sequences, engaging with niche associations, and connecting with your audience through relatable social media posts.
Matt and Kirk...2024-12-0334 minTop Advisor Marketing PodcastAdvisor Marketing Plan, Part 1: Building Your Foundation for Influence With Kirk Lowe (Ep. 495)What foundational steps should you take in the first year to build your influence through content marketing?
In this episode — Part one of three — Matt Halloran is joined by ProudMouth CEO Kirk Lowe to unveil the secrets to building a powerful influence marketing strategy. Tune in as they guide you through every step of the journey, sharing proven advice to help you build a brand that resonates, drives engagement, and sets your business apart from the competition.
Tired of being the best-kept secret in the financial services world? Start here, and don’t forget to return...2024-11-2628 minTop Advisor Marketing PodcastBreak the Cycle: How Advisors Can End Start-and-Stop Marketing for Good With Kirk Lowe (Ep. 493)Green light, red light, green light, red light.
In this special replay episode of the Top Advisor Marketing Podcast, Matt Halloran and Kirk Lowe unwrap one of the biggest challenges financial advisors face: the dreaded cycle of start-and-stop marketing. This unproductive pattern keeps too many advisors from building the momentum they need to maintain consistent visibility and credibility with clients.
Drawing inspiration from Atomic Habits by James Clear, they reveal practical tips on how to create effective, sustainable habits to ensure marketing efforts don’t fizzle out, even when business demands are high.
Matt...2024-11-1236 minTop Advisor Marketing PodcastEngage, Retain, and Grow: Using Behavioral Finance to Build Lasting Client Relationships With Brian Portnoy (Ep. 492)What if there was a way to make every client meeting feel more personal, engaging, and trust-building?
In this episode of the Top Advisor Marketing Podcast, Matt Halloran welcomes Brian Portnoy — an expert in behavioral finance and founder of Shaping Wealth — to explore how financial advisors can make their practices more impactful by focusing on human-centered financial guidance. It’s all about bringing some human into your work.
They cover everything from setting realistic client expectations (say goodbye to surprise phone calls!) to building a workplace culture that treats people as, well, people.
Matt an...2024-11-0528 minTop Advisor Marketing PodcastHow to Use Behavioral Finance to Build Deeper Client Relationships With Dr. Daniel Crosby (Ep. 491)In our society, where financial comfort doesn’t always translate to true well-being, your clients need more than just a numbers person.
In this episode of the Top Advisor Marketing Podcast, Matt Halloran talks to Dr. Daniel Crosby about his latest book, The Soul of Wealth, which is packed with 50 punchy essays that make complex ideas about wealth and happiness easy to digest. Inspired by Rick Rubin’s The Creative Act, Dr. Crosby digs into how advisors can play a role in helping their clients achieve not just financial goals, but life satisfaction.
Matt and Dr. Cr...2024-10-2927 minTop Advisor Marketing PodcastFrom Best-Kept Secret to Industry Authority: Grow Your Influence with Proven Strategies With Kirk Lowe (Ep. 487)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.2024-10-0135 minTop Advisor Marketing PodcastHow to Conquer the Compliance Beast With Matt Halloran (Ep. 438)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!2023-10-2428 min
FutureProof Advisor PodcastThe Power of Podcasts To Amplify and Expand Your Influence with Matt HalloranOn this episode of Bridging The Gap, we're joined by Matt Halloran, CRO and Co-Founder of Proudmouth and Co-Founder and podcast host of his podcast, “Top Advisor Marketing” with advisorconnectX. Matt shares a variety of marketing tips, including leveraging social media and client marketing, the importance of podcasting, and marketing to your niche. We also dive into marketing tactics to strengthen your platform, and what advisors need to be careful about when it comes to managing their social media channels. Elevate your marketing game with tips from this episode!Matt Halloran Bio:Co...2023-03-2238 minTop Advisor Marketing Podcast335. Should You Outsource Your Podcast? Here’s the Complete Cost-Benefit Analysis!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!2021-12-0740 min
The Anatomy OfCHON - Season 2, Episode 2In this episode, Matt and Zak discuss and break down how they feel about the songs, "Bubble Dream," "Suda," "Fall," "Nayhoo," and "Pitch Dark" by Chon.
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This episode is sponsored by
· Anchor: The easiest way to make a podcast. https://anchor.fm/app
Support this podcast: https://anchor.fm/theanatomyof/support2021-06-161h 46Top Advisor Marketing PodcastEpisode 296 – How to Live Stream on Multiple Platforms With Just One Click –– With Anya RazinaImagine 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...2021-05-0427 minThe Anatomy OfMastodon - Season 2, Episode 1In this episode, Matt and Zak discuss and break down how they feel about the songs, "Burning Man," "Capillarian Crest," "Divinations," "North Side Star," and just a pinch of "Fallen Torches" by Mastodon.
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This episode is sponsored by
· Anchor: The easiest way to make a podcast. https://anchor.fm/app
Support this podcast: https://anchor.fm/theanatomyof/support2021-04-301h 29Top Advisor Marketing PodcastEpisode 295 – How To Use M&A as a Catalyst To Grow Your Advisory Practice –– With Allen DarbyAre 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 t...2021-04-2730 minTop Advisor Marketing PodcastEpisode 294 – Is Selling Even Necessary Anymore?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:
...2021-04-2040 minTop Advisor Marketing PodcastEpisode 293 – Want Clients for Life? Give Them Freedom to Pursue Their Passions –– With George KinderIf 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 Geo...2021-04-1331 minTop Advisor Marketing PodcastEpisode 292 – Thinking About Podcasting? Here’s What It’s Like To Podcast With ProudMouth –– With Malcolm EthridgeIf 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 podcas...2021-04-0644 minTop Advisor Marketing PodcastEpisode 291 – Diversity Inclusion: How To Make Your Social Media Content Accessible –– With Alexa HeinrichCreating 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...2021-03-3027 minTop Advisor Marketing PodcastEpisode 290 – Little Things That Make Your Brand Unforgettable –– With Sheri FittsA 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 audie...2021-03-2329 minTop Advisor Marketing PodcastEpisode 289 – Stop Being Sales-y on LinkedIn (Build Relationships Instead) –– With Charlie Van DervenSales 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 c...2021-03-1638 minTop Advisor Marketing PodcastEpisode 288 – 5 Mistakes That Keep Podcasters From Building a Loyal AudienceEvery 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 Ma...2021-03-0933 minTop Advisor Marketing PodcastEpisode 287 – Underused Marketing Tactics That Are Absolute Gold for Advisors –– With Claire AkinYour 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...2021-03-0231 minTop Advisor Marketing PodcastEpisode 286 – Why Outsourcing C-Suite Roles Boosts Your Business’s Efficiency –– With Sarah Koenig & Lisa FergusonMost 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 an...2021-02-2329 minTop Advisor Marketing PodcastEpisode 285 – How To Turn a Podcast Into Your Main Source of New Business –– With Taylor SchulteTen 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 fo...2021-02-1638 minTop Advisor Marketing PodcastEpisode 284 – Top 5 Reasons To Outsource (Even if You’re a Self-Described Control Freak)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...2021-02-1233 minThe Anatomy OfEpisode 7 - GenesisIn this episode, Matt and Zak discuss and break down how they feel about the songs, "Firth Of Fifth" and "Dance on a Volcano" by Genesis.
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This episode is sponsored by
· Anchor: The easiest way to make a podcast. https://anchor.fm/app
Support this podcast: https://anchor.fm/theanatomyof/support2021-02-101h 24
Top Advisor MarketingEpisode 284 – Top 5 Reasons To Outsource (Even if You’re a Self-Described Control Freak)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 thoug...2021-02-0933 minTop Advisor MarketingEpisode 283 – How To Leverage the Power of Outsourcing Through a Network of Referral Partners –– With Brad WalesOne 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:
Br...2021-02-0225 minTop Advisor Marketing PodcastEpisode 283 – How To Leverage the Power of Outsourcing Through a Network of Referral Partners –– With Brad WalesOne 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 trus...2021-02-0225 minTop Advisor MarketingEpisode 282 – Why Posting on Every Social Media Platform Imaginable Doesn’t Create Influence –– With Mohit RajhansIt’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...2021-01-2636 minTop Advisor Marketing PodcastEpisode 282 – Why Posting on Every Social Media Platform Imaginable Doesn’t Create Influence –– With Mohit RajhansIt’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...2021-01-2636 minTop Advisor MarketingEpisode 281 – What It Actually Takes To Get Leads: 5 Forgotten Marketing RulesWhen 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: credib...2021-01-1932 minTop Advisor Marketing PodcastEpisode 281 – What It Actually Takes To Get Leads: 5 Forgotten Marketing RulesWhen 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 sustainab...2021-01-1932 min
Top Advisor MarketingEpisode 280 – How This Advisor Gets 10,000 Listens Every Month by Podcasting About Life (Not Money!) –– With Jimmy WilliamsPut 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 ne...2021-01-1232 minTop Advisor Marketing PodcastEpisode 280 – How This Advisor Gets 10,000 Listens Every Month by Podcasting About Life (Not Money!) –– With Jimmy WilliamsPut 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...2021-01-1232 min
Top Advisor Marketing PodcastEpisode 279 – 3 Popular Myths That Stop Advisors From Starting a PodcastDo 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 l...2021-01-0533 minTop Advisor MarketingEpisode 279 – 3 Popular Myths That Stop Advisors From Starting a PodcastDo 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 start...2021-01-0533 minThe Anatomy OfEpisode 6 - CloudkickerIn this episode, Matt and Zak discuss and break down how they feel about the songs, "Amy, I love you." and "Xaoc" by Cloudkicker (Music).
Amy, I love you.
Xaoc
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This episode is sponsored by
· Anchor: The easiest way to make a podcast. https://anchor.fm/app
Support this podcast: https://anchor.fm/theanatomyof/support2021-01-041h 11Top Advisor MarketingEpisode 278 – How To Use Multiple Forms of Media To Become a Subject Matter Authority –– With Jason PereiraWhen 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...2021-01-0127 minTop Advisor MarketingEpisode 277– Why Top Advisors Are Rebranding Their Client Meetings –– With Duncan MacPhersonAttention 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 o...2021-01-0126 minTop Advisor Marketing PodcastEpisode 278 – How To Use Multiple Forms of Media To Become a Subject Matter Authority –– With Jason PereiraWhen 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 id...2020-12-2927 minTop Advisor Marketing PodcastEpisode 277– Why Top Advisors Are Rebranding Their Client Meetings –– With Duncan MacPhersonAttention 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 vi...2020-12-2226 minTop Advisor Marketing PodcastEpisode 276 – How to Make Extremely Accurate Documentation Ridiculously Easy With Maree MoscatiImagine 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 disc...2020-12-2129 min
Top Advisor MarketingEpisode 276 - How to Make Extremely Accurate Documentation Ridiculously Easy –– With Maree MoscatiImagine 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 yo...2020-12-1529 minThe Anatomy OfEpisode 5 - OpethIn this episode, Matt and Zak discuss and break down how they feel about the songs, "Ghost of Perdition" and "Sorceress" by Opeth.
Opeth - Ghost of Perdition
Opeth - Sorceress
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This episode is sponsored by
· Anchor: The easiest way to make a podcast. https://anchor.fm/app
Support this podcast: https://anchor.fm/theanatomyof/support2020-12-101h 11
Top Advisor Marketing PodcastEpisode 275 – Here’s What It’s Like To Podcast With Us! –– With Lauren BusAre 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 t...2020-12-0827 min
Top Advisor MarketingEpisode 275 - Here’s What It’s Like To Podcast With Us! –– With Lauren BusAre 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 epis...2020-12-0827 min
Top Advisor MarketingEpisode 274 - Why Innovation Is More Essential Than Ever for Today’s Advisors –– With Bill HortzIn 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 busi...2020-12-0139 min
Top Advisor MarketingEpisode 273 - How to Attract Ideal Prospects by Being Yourself –– With Matthew JarvisPretending 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 l...2020-11-2425 minThe Anatomy OfEpisode 4 - WintersunSpecial shoutout to our buddy, Christian Kragh for recording our new intro/outro! He's a really great dude and also a great musician. Check out The Lone Tree In The Woods That Killed Us All here: https://thelonetreeinthewoodsthatkilledusall.bandcamp.com/
In this episode, Matt and Zak discuss and break down how they feel about the songs, "Beyond the Dark Sun" and "Sons of Winter and Stars" by Wintersun (https://en.wikipedia.org/wiki/Wintersun).
Beyond The Dark Sun - https://www.youtube.com/watch?v=BM6CqGE8TWQ
Sons of Winter and Stars...2020-11-201h 11
Top Advisor MarketingEpisode 272- How To Overcome 15 “Buts” That Keep Your Business From Achieving the Next Level of Success“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...2020-11-1942 min
Top Advisor MarketingEpisode 271 - Secrets To Writing Click-Worthy Social Media Posts for Your Niche –– With Jeff WoodhouseDo 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 strategie...2020-11-1727 min
Top Advisor MarketingEpisode 270 - How To Build Influence That Gets Prospects To “Yes” Faster During a Virtual Sales Process –– With Patrick BrewerGetting 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 t...2020-11-1031 min
Top Advisor MarketingEpisode 269 - 16 Social Media Etiquette Rules for Financial AdvisorsThere 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 che...2020-11-0558 min
Top Advisor MarketingEpisode 268 - The Most Successful 401(k) Advisors Niche Out: Here’s How! –– With Jake RushtonMost 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...2020-11-0329 minThe Anatomy OfEpisode 3 - Return To ForeverIn this episode, Matt and Zak discuss and break down how they feel about the songs, "The Romantic Warrior" and "The Magician" by Return to Forever.
Return to Forever - https://en.wikipedia.org/wiki/Return_to_Forever
The Romantic Warrior - https://www.youtube.com/watch?v=6ETla9zs5SI
The Magician - https://www.youtube.com/watch?v=J3yvx6PFetM
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This episode is sponsored by
· Anchor: The easiest way to make a podcast. https://anchor.fm/app
Support this podcast: https://anchor.fm/theanatomyof/support2020-10-281h 03
Top Advisor MarketingEpisode 267 – Ways To Get Women Highly Involved in Retirement Planning –– With Marcia MantellWomen 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...2020-10-2732 min
Top Advisor MarketingEpisode 266 – How To Help Professionally Successful Women Survive a Divorce –– With Allison Jeffereys50% 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...2020-10-2034 minThe Anatomy OfEpisode 2 - Mahavishnu OrchestraIn this episode, Matt and Zak discuss and break down how they feel about the songs, "Meeting Of The Spirits" and "The Noonward Race" by Mahavishnu Orchestra.
Mahavishnu Orchestra - https://en.wikipedia.org/wiki/Mahavishnu_Orchestra
Meeting Of The Spirits - https://youtu.be/c_pxfXDvCxA
The Noonward Race - https://youtu.be/oYz0E2qY100
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This episode is sponsored by
· Anchor: The easiest way to make a podcast. https://anchor.fm/app
Support this podcast: https://anchor.fm/theanatomyof/support2020-10-1550 min
Top Advisor MarketingEpisode 265 – How To Stop Being Involved in Every Aspect of Your BusinessAs 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 –...2020-10-1528 min
Top Advisor MarketingEpisode 264 – How To Become an Author Without Writing a Single Thing –– With Seth GreeneBooks 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....2020-10-1227 min
Top Advisor MarketingEpisode 263 – How to Help Your Client’s Adult Kids Figure Out Their Financial Future –– With Brian UrsuMillennials 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...2020-10-0628 min
Top Advisor MarketingEpisode 262 - How To Be a Podcast Host That People Adore: Secrets From a Professional Host –– With Aric JohnsonAre 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 pod...2020-10-0129 minThe Anatomy OfEpisode 1 - Animals as LeadersIn this debut episode, Matt and Zak discuss and break down how they feel about the songs, "On Impulse" and "The Brain Dance" by Animals as Leaders.
Animals as Leaders - https://en.wikipedia.org/wiki/Animals_as_Leaders
On Impulse - https://youtu.be/DXafRKe9klA
The Brain Dance - https://youtu.be/-RYG4LayXcI
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This episode is sponsored by
· Anchor: The easiest way to make a podcast. https://anchor.fm/app
Support this podcast: https://anchor.fm/theanatomyof/support2020-09-3046 min
Top Advisor MarketingEpisode 261 – How to Use Original Content to Win Ideal Prospects –– With Jeremy KeilImagine 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 wh...2020-09-2934 min
Top Advisor MarketingEpisode 260 – Is Your Digital Marketing Working to Convert Prospects? –– With John LincolnDo 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 cohesiv...2020-09-2229 min
Top Advisor MarketingEpisode 259 – What Facebook, LinkedIn, and Twitter Launched Once COVID-19 Hit –– With Julia RitchieMajor 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 keep...2020-09-1725 min
Top Advisor MarketingEpisode 258 – RIAs’ Digital Marketing Home Runs During COVID-19 –– With Andrew HealyHas 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 clie...2020-09-1528 minTop Advisor Marketing PodcastEpisode 257 – Why It’s Time for Advisors To Replace Selling With Content MarketingPeople 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 audi...2020-09-1027 min
Top Advisor MarketingEpisode 257 – Why It’s Time for Advisors To Replace Selling With Content MarketingPeople 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
Action...2020-09-1027 min
Top Advisor MarketingEpisode 256 – How To Make It Easy for Prospects To Consume Your Content –– With Malcolm EthridgeYou 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 thi...2020-09-0831 min
Top Advisor MarketingEpisode 255 – How To Work With Underserved Communities and Still Attract High-Net-Worth Clients – With Adri Miller-HeckmanHow 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...2020-09-0140 min
Top Advisor MarketingEpisode 254 – How To Use Facebook Ads To Market To Your Ideal Clients –– With Kelley DoutreIf 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, k...2020-08-2527 min
Top Advisor MarketingEpisode 253 - 8 Ways to Gain Competitive Advantage in Your PracticeTop 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...2020-08-2037 min
Top Advisor MarketingEpisode 252 – How to Create a Safe and Welcoming Space for LGBTQ+ Clients –– With Michelle WaymireThe 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...2020-08-1832 min
Top Advisor MarketingEpisode 251 – 4 Ways for Advisors to Increase Prospect Quality Over QuantityLead 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 expe...2020-08-1337 min
Top Advisor MarketingEpisode 250 – Latino Communities Are Ready To Begin Talking About Their Money, But Where Should They Go? - With Jannese Torres-RodriguezLatino 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 l...2020-08-1126 min
Top Advisor MarketingEpisode 249 – How RIAs Can Fulfill Every Compliance Requirement Without Sacrificing Time –– With Will BressmanIt’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...2020-08-0426 min
Top Advisor MarketingEpisode 248 – Reasons for Advisors to Drop the Jargon and Start Using Sketches to Explain Financial Concepts –– With Carl RichardsMany 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...2020-07-2829 min
Top Advisor MarketingEpisode 236 – How Advisors Can Benefit From Leadership Development –– With Peter MontoyaWhat 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 keynote speaker and leadership development strategist. 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:
H...2020-05-2627 minTop Advisor Marketing PodcastEpisode 236 – How Advisors Can Benefit From Leadership Development –– With Peter MontoyaWhat 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...2020-05-2627 min
Top Advisor MarketingEpisode 228: Building Your Business to Run Without You - With Erin BotsfordAdvisors, 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...2020-04-1429 minTop Advisor Marketing PodcastEpisode 228: Building Your Business to Run Without You – With Erin BotsfordAdvisors, 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...2020-04-1429 min
Top Advisor MarketingEpisode 223: Are You Scaling Your Credibility?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...2020-03-1945 minTop Advisor Marketing PodcastEpisode 223: Are You Scaling Your Credibility?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 yo...2020-03-1945 minTop Advisor Marketing PodcastEpisode 219: How to Win Over Prospects With Email Campaigns — With Emily McGuireHave 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...2020-02-2526 min
Top Advisor MarketingSpecial Series Part 3: Your Preview of the Retirement & Longevity Summit — With Ross MarinoHow 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.
I...2020-02-0427 min
Top Advisor MarketingSpecial Series Part 2: Surprising Features That Make or Break Industry Conferences — With Ross MarinoHave 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 tim...2020-02-0432 min
Top Advisor MarketingSpecial Series Part 1: How to Move Beyond Numbers-Based Conversations — With Ross MarinoMost 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...2020-02-0437 minTop Advisor Marketing PodcastSpecial Series Part 3: Your Preview of the Retirement & Longevity Summit — With Ross MarinoHow 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 wil...2020-02-0400 minTop Advisor Marketing PodcastSpecial Series Part 2: Surprising Features That Make or Break Industry Conferences — With Ross MarinoHave 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 qualitie...2020-02-0400 minTop Advisor Marketing PodcastSpecial Series Part 1: How to Move Beyond Numbers-Based Conversations — With Ross MarinoMost 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 episod...2020-02-0400 min
Top Advisor Marketing12 Days of Marketing - Episode 1 — 1 New Marketing Strategy: Micro-InfluencerWelcome 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...2019-12-0518 min
Top Advisor MarketingSpecial Mini Series: 3 Part Research Series - Study Results of High-Net-Worth Breadwinners: Episode 3Rethink 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 imp...2019-11-2831 min
Top Advisor MarketingSpecial Mini Series: 3 Part Research Series - Study Results of High-Net-Worth Breadwinners: Episode 2Rethink 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:
Surpri...2019-11-2833 min
Top Advisor MarketingSpecial Mini Series: 3 Part Research Series - Study Results of High-Net-Worth Breadwinners: Episode 1Rethink 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 trad...2019-11-2826 min
Top Advisor MarketingEpisode 209: How to Become a Great Podcaster— With Tim WohlbergIs 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 po...2019-11-2632 min