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Matt Halloran

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NoBS Wealth®
NoBS Wealth®Year-End Authority Sprint with Matt HalloranQ4 exposes the truth. Some of you are sprinting. Some of you are stuck in chaos. Either way, the calendar isn’t a magic wand—and the holidays won’t save sloppy execution. We go straight at that. Matt Halloran joins me to break down why year-end pressure is mostly a head game and how to turn the next 90 days into an authority sprint that actually converts. Authority beats volume. Every time. We talk the path from apprentice → expert → authority → celebrity, and why the crossing point is long-term discipline, staying on message, and giving value away like oxygen. Matt...
2025-10-2934 minPlanning & Beyond®
Planning & Beyond®25. Shut Up and Listen: How Strategic Listening Skills Transform Client Relationships with Matt HalloranText us to share what you found helpful!Could the secret to deeper client relationships be as simple as just shutting up? In this eye-opening episode, Matt Halloran, co-founder of ProudMouth and author of "Shut the F Up and Listen," reveals how mastering the art of listening can completely transform advisor-client dynamics. Drawing from his background as a therapist and years of experience in financial services as a coach, Matt breaks down his innovative "five second rule" and seven types of listening that help advisors uncover clients' true needs beyond their presenting issues. Through personal stories and...
2025-05-2245 minFutureProof Advisor Podcast
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 minPerfectly Integrated
Perfectly Integrated16. How To Use a Podcast to Successfully Tell Your Story With Matt HalloranThinking about starting a podcast? If so, you probably have a lot of questions, like: “How do I get started”, or “How will I get people to listen?” and “Will I be successful?” In this episode, Matt Ackermann talks to Matt Halloran, co-founder and chief relationship officer at ProudMouth, about how podcasting allows you to connect with your audience on a personal level by sharing your knowledge and stories. Matt Halloran shares his passion for working with podcasters and explains how those passions turned into ProudMouth –– a company that accelerates industry experts’ influence through podcasting and social media.  Mat...
2021-07-2938 minThe Anatomy Of
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.
2021-06-161h 46The Anatomy Of
The 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.
2021-04-301h 28The Anatomy Of
The Anatomy OfGenesis - Season 1, Episode 7In 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.
2021-02-101h 23Top Advisor Marketing
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 Marketing
Top 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
Top 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
Top 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
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
Top 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 Of
The Anatomy OfCloudkicker - Season 1, Episode 6In 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
2021-01-041h 10Top Advisor Marketing
Top 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 Marketing
Top 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
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 Of
The Anatomy OfOpeth - Season 1, Episode 5In 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
2020-12-101h 10Top Advisor Marketing
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 minTop Advisor Marketing
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 minTop Advisor Marketing
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 Of
The Anatomy OfWintersun - Season 1, Episode 4Special 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 10Top Advisor Marketing
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 minTop Advisor Marketing
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 minTop Advisor Marketing
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 minTop Advisor Marketing
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 minTop Advisor Marketing
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 Of
The Anatomy OfReturn To Forever - Season 1, Episode 3In 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
2020-10-281h 02Top Advisor Marketing
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 minTop Advisor Marketing
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 Of
The Anatomy OfMahavishnu Orchestra - Season 1, Episode 2In 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
2020-10-1549 minTop Advisor Marketing
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 minTop Advisor Marketing
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 minTop Advisor Marketing
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 minTop Advisor Marketing
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 Of
The Anatomy OfAnimals as Leaders Season 1, Episode 1In 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
2020-09-3046 minTop Advisor Marketing
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 minTop Advisor Marketing
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 minTop Advisor Marketing
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 minTop Advisor Marketing
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
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 minTop Advisor Marketing
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 minTop Advisor Marketing
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 minTop Advisor Marketing
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 minTop Advisor Marketing
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 minTop Advisor Marketing
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 minTop Advisor Marketing
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 minTop Advisor Marketing
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 minTop Advisor Marketing
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 minTop Advisor Marketing
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 minTop Advisor Marketing
Top Advisor MarketingEpisode 247 – Reduce Time and Costs During Your Advisory Firm’s Transitions –– With Jeremi KarnellToday, 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 f...
2020-07-2134 minTop Advisor Marketing
Top Advisor MarketingEpisode 246 – How to Fill Your Webinars With Fans (Instead of Skeptics)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 convert...
2020-07-1630 minTop Advisor Marketing
Top Advisor MarketingEpisode 245 – Stop Waiting to Start Your Own Financial Podcast –– With Mike LangfordAre 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...
2020-07-1434 minTop Advisor Marketing
Top Advisor MarketingEpisode 244 – How to Be an Ally in a White Male-Dominated Workplace – With Julie KratzWhat 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 Wh...
2020-07-0733 minTop Advisor Marketing
Top Advisor MarketingMini-Series: How to Use Your Video as a Marketing Tool –– With Laura Garfield And Sharon Gottula of Idea Decanter - Part 3Once 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...
2020-07-0226 minTop Advisor Marketing
Top Advisor MarketingMini-Series: What to Do Before You Shoot Your Video –– With Laura Garfield and Sharon Gottula of Idea Decanter - Part 2It 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...
2020-07-0228 minTop Advisor Marketing
Top Advisor MarketingMini-Series: How to Make Your Videos Way More Authentic –– With Laura Garfield And Sharon Gottula of Idea Decanter - Part 1How 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 stori...
2020-07-0232 minTop Advisor Marketing
Top Advisor MarketingEpisode 243 – How to Make Your Advisor Website Accessible –– With Natalie HadleyMaking 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 ad...
2020-06-3025 minTop Advisor Marketing
Top Advisor MarketingEpisode 242 – PR Hacks for Every Financial Advisor –– With Marie SwiftDo 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 journa...
2020-06-2329 minTop Advisor Marketing
Top Advisor MarketingEpisode 241 – How to Go From Bad to Good to Great MarketingDo 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 audi...
2020-06-1825 minTop Advisor Marketing
Top Advisor MarketingEpisode 240 – What Will Your Comeback Story Be? –– With Bob DiMeoAs 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 wo...
2020-06-1625 minTop Advisor Marketing
Top Advisor MarketingEpisode 239 – Easy Ways to Increase Traffic to Your Advisor Website –– With Nitesh VermaYou 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 boos...
2020-06-0925 minTop Advisor Marketing
Top Advisor MarketingEpisode 238 – 5 Reasons Your Lead Generation Isn’t Effective and How to Improve ItAre 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 au...
2020-06-0429 minTop Advisor Marketing
Top Advisor MarketingEpisode 237 – Start Making Connection Calls With Your Clients Now –– With Brad JohnsonPeople 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 ...
2020-06-0230 minTop Advisor Marketing
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
Top Advisor MarketingEpisode 235 – Overcome Your Self-Limiting Beliefs and Win! –– With JM RyersonWe 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 Ryerso...
2020-05-1925 minTop Advisor Marketing
Top Advisor MarketingEpisode 234 –Stop Viewing Compliance as Your Business-Prevention Department –– With Leila ShaverAre 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 podcas...
2020-05-1229 minTop Advisor Marketing
Top Advisor MarketingEpisode 233 - Beware of “10X” and “We Fill Your Pipeline” ClaimsIf 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 s...
2020-05-0727 minTop Advisor Marketing
Top Advisor MarketingEpisode 232 – How to Hire the Right People for Your Firm –– With Duane RobertsWhy 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...
2020-05-0520 minTop Advisor Marketing
Top Advisor MarketingEpisode 231 – Transparency Wave -- With Paul PagnatoTransparency 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! Resou...
2020-04-2828 minTop Advisor Marketing
Top Advisor MarketingEpisode 230 – Sales Techniques and Triggers With Jason SmithHave 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 befor...
2020-04-2129 minTop Advisor Marketing
Top Advisor MarketingEpisode 229 - Marketing to The Forgotten GenerationGeneration 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...
2020-04-1624 minTop Advisor Marketing
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
Top Advisor MarketingEpisode 227: Advisors Need to Market Themselves Better — With Kurt OhlsonAre 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 lea...
2020-04-0728 minTop Advisor Marketing
Top Advisor MarketingEpisode 226: The New Reality for Financial Advisors –– With Doug HeikkinenHave 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 T...
2020-04-0242 minTop Advisor Marketing
Top Advisor MarketingEpisode 225: Embrace AI and Prosper— With DJ SebastianSpending 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 w...
2020-03-3128 minTop Advisor Marketing
Top Advisor MarketingSpecial COVID-19 Episode: It’s Time To Step Up Your Game — With Joe LukacsToday’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...
2020-03-3029 minTop Advisor Marketing
Top Advisor MarketingEpisode 224: How to Create Lasting Brand Awareness — With Rebecca HourihanDo 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 an...
2020-03-2425 minTop Advisor Marketing
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
Top Advisor MarketingEpisode 222: How to Master Tough Conversations With Clients — With David WoodDo 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 cryi...
2020-03-1729 minTop Advisor Marketing
Top Advisor MarketingEpisode 221: Build a Million-Dollar Mindset and the Practice Will Follow — With Stephanie BoganAre 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 cont...
2020-03-1028 minTop Advisor Marketing
Top Advisor MarketingEpisode 220: Dare to Reinvent Yourself and Help Clients Do the Same — With Bobby HenebryHave 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...
2020-03-0329 minTop Advisor Marketing
Top Advisor MarketingEpisode 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 speaks with Emily McGuire, the owner of an emailing marketing studio called Flourish & Grit. This a fun and highly practical conversation where Emily teaches you how to write email campaigns that help prospects trust you in order to take the next step with your brand. In this episode, you will learn: Reasons to consider sending sh...
2020-02-2526 minTop Advisor Marketing
Top Advisor MarketingEpisode 218: How to Stay on the Forefront of Marketing in the 401(K) Space — With Aaron PottichenWhat 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...
2020-02-1823 minTop Advisor Marketing
Top Advisor MarketingEpisode 217 - Build a Bridge Between Means and Meaning for Your Clients — With Mitch AnthonyNamed 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 “acci...
2020-02-1128 minTop Advisor Marketing
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 minTop Advisor Marketing
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 minTop Advisor Marketing
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
Top Advisor MarketingEpisode 214 - How to Rank Higher in Google’s Search Results — With Samantha RussellIs 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...
2020-01-2130 minTop Advisor Marketing
Top Advisor MarketingEpisode 213 - How to Develop Your Executive Presence — With Steve KoschAre 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.  ...
2020-01-1427 minTop Advisor Marketing
Top Advisor MarketingEpisode 212 - PR Strategies That Get Advisors the Most Attention — With Warren WeeksDo 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 au...
2020-01-0731 minTop Advisor Marketing
Top Advisor MarketingEpisode 211 - Business Tips for a Dialed-In and Successful 2020There 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 wi...
2020-01-0244 minTop Advisor Marketing
Top Advisor Marketing12 Days of Marketing - Episode 12 — The Best Tips From Our 12 Days of Marketing SeriesWe 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 bene...
2019-12-2019 minTop Advisor Marketing
Top Advisor Marketing12 Days of Marketing - Episode 11 — Best Practices for Showcasing Your Expertise on Social MediaDo 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 ...
2019-12-1916 minTop Advisor Marketing
Top Advisor Marketing12 Days of Marketing - Episode 10 - How to Create Your Powerful HookAre 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 ...
2019-12-1812 minTop Advisor Marketing
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 minTop Advisor Marketing
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