Top Advisor Marketing Podcast
520 episodes - English - Latest episode: 7 months ago - ★★★★★ - 34 ratingsWhere you’ll learn how to stop the sales cycle insanity and become the trusted authority you’re meant to be. Hosted by our CRO and in-house podcasting expert, Matt Halloran. Brought to you by ProudMouth. #BeYourOwnLoud 286290
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Episodes
Practicing Mindfulness for More Authentic Client Connections With Saundra Davis (Ep. 444)
December 05, 2023 11:00 - 27 minutes - 25.1 MBYou can’t take care of someone else until you start taking care of yourself. And that’s equally true for both personal and professional relationships.
How To Break Free From the Start-and-Stop Marketing Cycle With Kirk Lowe (Ep. 443)
November 28, 2023 11:00 - 36 minutes - 26.3 MBStart-and-stop is no way to accomplish anything. It takes much longer than it has to, you’re constantly starting from zero again, and most importantly, you lose any and all momentum you’ve created. So why would anyone do that with their marketing?
How To Think Like a Fish & Other Musings for Business Leaders With Jim Cascino (Ep. 442)
November 21, 2023 11:00 - 5 MBIt’s lonely at the top. But it doesn’t have to be. If you spend less time on the day-to-day transactional elements of business and more time talking with those in the trenches, you’ll find yourselves with happier, more engaged employees and a thriving organization.
How Andrew Hatherley Leveraged the PodRocket Influence Academy to Build COI Relationships (Ep. 441)
November 14, 2023 11:00 - 5 MBProudMouth’s PodRocket Influence Academy is a phenomenal resource. It’s one thing to hear us say that, but something entirely different to learn how an advisor made it work for them out in the real world.
Appreciating the Art of Advisor Branding To Stand Out With Kelly Waltrich (Ep. 440)
November 07, 2023 11:00 - 31 minutes - 21.5 MBWhat’s your strong suit? As a financial advisor, you're juggling more hats than a circus performer – marketing, client relationships, and, of course, your core expertise. But here's the catch: if you're trying to handle branding all by yourself, you might be missing out on a difference-maker. Why blend in when you could stand out?
An Advisor’s Blueprint for Overcoming Content Creation Challenges With Stoy Hall (Ep. 439)
October 31, 2023 11:00 - 25 minutes - 18.8 MBYou know that you need to create valuable and compelling content. You know that you need to share it and get it out there. You know you need to speak directly to your ideal client, and solve their problems. But knowing and doing are two completely separate things. We hear this from advisors all the time: I don’t get how someone can create that much content from both a compliance and time management standpoint. So, we went looking for someone that has it all figured it out. And we found him!
How to Conquer the Compliance Beast With Matt Halloran (Ep. 438)
October 24, 2023 11:00 - 28 minutes - 20.3 MBIf 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!
Progressing from Financial to Life Planning with Lindsay Troxell (Ep. 437)
October 17, 2023 11:00 - 29 minutes - 18.4 MBThe only constant is change. And that change is happening these days at an unprecedented pace. Wealth transfer, the rise of the younger generations, the arrival of artificial intelligence, and the maturing landscape of financial planning.
Elevating Your Conversational Game to Build True Partnerships With Mary Schmid (Ep. 436)
October 10, 2023 11:00 - 29 minutes - 20.6 MBAn advisor's first task is to listen and communicate effectively. But do you really know how to do that? You’ve probably heard the expression “you have two ears, but only one mouth, so you should be listening twice as much.” But that’s out-of-date thinking that leads to waiting to speak rather than active listening.
The Growth-Minded Advisor’s Path To Influence With Kirk Lowe (Ep. 435)
October 03, 2023 11:00 - 36 minutes - 23.3 MBMore time for doing what you do best. How’s that sound? Pretty darn good. But how do you do it, and what do you need to make it happen?
Artificial Intelligence With Soul With Angel Gonzalez (Ep. 434)
September 26, 2023 11:00 - 27 minutes - 19.5 MBArtificial intelligence is not some future concept. It’s here. Are you eagerly playing around with it and exploring its potential, or are you hanging back and waiting for the AI apocalypse that many believe will happen?
So, What’s Your Brand Personality? With Lauren Hong (Ep. 433)
September 19, 2023 11:00 - 28 minutes - 20.5 MBSo, what’s your brand? Answer that question, and you’ll likely mention your color palette, tagline, logo, and perhaps a descriptor or two (We’re playful! But also very professional!). Done and done, right? Not so fast. Your brand can and should be so much more than that.
Death by Referrals With Kirk Lowe, Part 2 (Ep. 432)
September 12, 2023 11:00 - 27 minutes - 17.5 MBFile it under “Too much of a good thing”. Referrals? Good. Fantastic, in fact. In theory. Organic growth by word-of-mouth is the goal. It’s virtually hands-free, affordable, and works for businesses small, medium, and large. It’s the great equalizer. But before you get to the point of having a nearly self-perpetuating system, you need to lay the foundation, build the system, and cultivate the appropriate environment. And that is no quick fix.
Death by Referrals With Kirk Lowe, Part 1 (Ep. 431)
September 05, 2023 11:00 - 28 minutes - 20 MBReferrals are the lifeblood of new business and organic growth. But can it ever be too much of a good thing? Absolutely. In fact, referrals can quickly become a curse if you’re not careful. You can drown in a sea of less-than-ideal referees while believing that you’re building your business. Too many people are unaware of that disconnect. It’s truly quality over quantity.
Beyond a Good Experience: Using Feedback and Input for Deeper Engagement With Julie Littlechild (Ep. 430)
August 29, 2023 11:00 - 25 minutes - 18.2 MBAre you asking for feedback from your clients? Probably. But are you asking for input? One helps you improve, while the other allows you to better understand not just their financial goals, but also their feelings about their future, their plans, and yes, even you.
A Wake-Up Call for Advisors in a Post-Pandemic, Bear Market World With Sean Brown (Ep. 429)
August 22, 2023 11:00 - 32 minutes - 23.7 MBAre you still doing the same thing with your clients that you’ve been doing for the past decade? Have you noticed an uptick in client churn? That’s not a coincidence.
Buyer Beware: 3 Ways Lead-Gen Companies Are Falling Short, and What To Do Instead With Kirk Lowe (Ep. 428)
August 15, 2023 11:00 - 40 minutes - 27 MBLead gen companies offer a quick and easy product, but are you really getting what you think you’re buying? Does it check all the boxes if you look a little closer? Their easy-button solution is tempting, but you’re paying for their system and their audience, when you should be building your own.
Playing Therapist? Why Referring out Strengthens Client Relationships With Ashley Quamme (Ep. 427)
August 08, 2023 11:00 - 30 minutes - 20.4 MBDo you ever catch yourself playing the role of marriage counselor with your clients? Or how about the role of mental health practitioner? Consider this. When your clients’ needs go beyond your scope of practice, referring them out is one of the most caring things you can do.
Start Creating Content, Even if You’re a Perfectionist With Adam Cox (Ep. 426)
August 01, 2023 11:00 - 31 minutes - 26.5 MBAre you still waiting to get your voice out there? Maybe you’re stuck because you believe your content will “never be good enough.” How do you push past perfectionism and publish anyway?
Stop Trying To Be an Influencer, Start Building Your Influence — Here’s How With Kirk Lowe (Ep. 425)
July 25, 2023 11:00 - 22 minutes - 17 MBAdvisors, you don’t need to become an influencer to attract ideal clients. Living on social media and promoting other people’s products and services? No thanks! Instead, focus on becoming more influential.
Top Podcasting Takeaways From Queer Money Podcast With David Auten & John Auten-Schneider (Ep. 424)
July 18, 2023 11:00 - 34 minutes - 25.5 MBDavid Auten and John Auten-Schneider started Queer Money Podcast almost 10 years ago to fill a need. No one was talking to the queer community about finances.
The Ultimate Inspiration To Share Your Story & Adopt an Abundance Mindset With Kim Skermer (Ep. 423)
July 11, 2023 11:00 - 31 minutes - 17.4 MBWhen you dare to show who you are and operate from an abundance mindset, new opportunities have a way of showing up.
3 Principles To Get in Front of Your Ideal Prospects on Social Media With Kalli Fedusenko (Ep. 422)
July 04, 2023 11:00 - 31 minutes - 18.5 MBYou might be posting on social media, but are your ideal prospects actually seeing any of it? If not, it’s going to be tough to build relationships with them.
Top Reasons for Advisors To Choose a Niche (and How To Get Started) With Natalie Hales (Ep. 421)
June 27, 2023 11:00 - 28 minutes - 15.1 MBYou’ve probably heard about the positive impact niching can have on your business. But maybe you’re still hesitant to niche. Won’t it impact your potential revenue?
How To Practice Emotional Intelligence in Every Client Meeting With Carl Richards (Ep. 420)
June 20, 2023 11:00 - 31 minutes - 19.3 MBEmotional intelligence includes the ability to spend most of your client meetings listening – not talking. If that sounds like a tall order, consider this: Emotional intelligence is a muscle that you can train.
“My Marketing Isn’t Working”: How To Make It Effective With Mary Kate Gulick (Ep. 419)
June 13, 2023 11:00 - 31 minutes - 18.5 MBAre your marketing strategies failing to produce the results you want to see? Are you worried you are wasting time and money on things that aren’t bringing your business growth?
Can Continuous Education Be More Enjoyable & Less Time-Consuming? With John Waldron (Ep. 418)
June 06, 2023 11:00 - 31 minutes - 18.5 MBIf you’re like the advisors we know, you enjoy continuing education because it equips you to help more people. But you don’t love the time-consuming admin work that often comes with. Or sitting through courses you don’t find valuable. What if you could satisfy your continuing education requirements on your own terms, and with less time required?
How To Get Back To Doing What You Love Most as an Advisor With Shannon Spotswood (Ep. 417)
May 30, 2023 11:00 - 33 minutes - 20.5 MBIf you are not jumping out of bed energized every week by the work you’re doing as an advisor, chances are your time is being misallocated. Tons of advisors develop burnout or a lack of motivation in their work at some point in their career, and our guest is here to put an end to that feeling using the power of proper time allocation.
Building a Business From Scratch as a First-Gen Entrepreneur With Andrew McIntosh (Ep. 416)
May 23, 2023 11:00 - 30 minutes - 20.5 MBWhile many businesses are passed down or built with inherited money, that’s not the case for what Andrew McIntosh calls the 1st Gen Entrepreneur. First-generation entrepreneurs face more unique challenges like gaining influence, building a good reputation — and, of course, earning sales.
Advisors, Step Away From the Hard Sell With Samantha Russell and Susan Theder (Ep. 415)
May 16, 2023 11:00 - 48 minutes - 28.5 MBAs much as some advisors hate to hear it, the age of the hard sell is over. Your prospects want a relationship, not a sales pitch. It's time to change how you present yourself online.
Your Favorite Financial Adages Are the Keys to Growing Your Influence – Here’s Why (Ep. 414)
May 09, 2023 11:00 - 34 minutes - 80 MBAs an advisor, you guide clients to do the right things with their money and mindset. And it's no coincidence that the ones who listen have the most optimized wealth. Imagine you applied this exact same expertise to become more influential in your market…
Top Predictions for Future Trends in Financial Services With Tim Welsh (Ep. 413 )
May 02, 2023 11:00 - 26 minutes - 24.6 MBImagine you could hop into a time machine and go forward 5-10 years in the financial services industry. What do you think you’d see?
4 Proven Ways To Increase Your Influence & Win New Clients With Bill Cates (Ep. 412)
April 25, 2023 11:00 - 29 minutes - 18.8 MBIf you’re like the advisors we know, you want to meet more of the right clients. But how? By increasing your influence and referrals.
Stop Being “Just My Parent’s Advisor”: Start Connecting With the Next Generation With Julie Johnson (Ep. 411)
April 18, 2023 11:00 - 28 minutes - 18.5 MBBetween 65-70% of young inheritors leave their parents’ advisors because that advisor made little or no effort to engage with them. What holds advisors back? Not knowing how to connect and build relationships with the younger generation.
Future Planning: Are You Preparing Your Clients To Live Past 100? With Ric Edelman (Ep. 410)
April 11, 2023 11:00 - 27 minutes - 51.2 MBInnovations are radically increasing life expectancy. If you’re alive in 2030, odds are good that you'll live to be 100 or older. Are you planning enough years for your clients? Most advisors aren’t.
Legacy Letters: Help Clients Connect With Their Children Now & Forever With Blake Brewer (Ep. 409)
April 04, 2023 11:00 - 27 minutes - 25.3 MBIf you’re like the advisors we know, you want to impact your clients’ lives. Have you ever considered helping them connect with their children on a deeper level?
In-Person Events Accelerate Client Relationships – Try These Fun Ideas! With Scott Heinila (Ep. 408)
March 28, 2023 11:00 - 31 minutes - 19.8 MBImagine giving your clients an experience they’ll remember forever. Something fun and unlike anything they’ve ever done. How would that change your relationships?
How To Give Clients Life-Changing Advice at the Exact Right Times With Cassie Jackson (Ep. 407)
March 21, 2023 11:00 - 30 minutes - 28.2 MBThere's a huge advice gap in the U.S. Even among wealthy clients who work with an advisor. According to Bento Research, 40% of advised clients said they didn't get advice on Social Security benefits when they turned 62. While 63% said they didn't get advice on Qualified Charitable Distributions when they turned 70 ½. This might sound like negative news. But it’s your opportunity to engage with clients (and prospects) to offer the advice your competition isn’t.
Don’t Be Afraid to Niche: How To Build Your Practice by Narrowing Down With Darren Wurz (Ep. 406)
March 14, 2023 11:00 - 29 minutes - 27.1 MBLike most advisors, Darren Wurz was a little scared to focus on a niche. But now? He’s encouraging you to drill down on who exactly you want to serve.
How Your Practice Can Play a Bigger Role in Mentorships With Kellan Brown (Ep. 405)
March 07, 2023 11:00 - 24 minutes - 22.1 MBIf we’re lucky, we’ve had help from a trusted guide at some point. A mentor who’s helped us become the person and professional we are today. Now, are you thinking about paying it forward through your practice?
Tell Life-Changing Stories, Even if You’re Not a “Natural Storyteller” – Here’s How! With Christine Luken (Ep. 404 )
February 28, 2023 11:00 - 33 minutes - 30.2 MBClients and prospects can learn from your experiences. And you don’t have to be a “gifted” or “natural storyteller” to tell a story that changes lives.
“I feel like I know you!” How To Turn Your Twitter Audience into Fans With Thomas Kopelman (Ep. 403)
February 21, 2023 11:00 - 35 minutes - 5 MBWouldn’t it be nice to actually attract prospects off social media? And without content creation taking over your life?
How To Become a More Influential Advisor With Dr. Daniel Crosby (Ep. 402)
February 14, 2023 11:00 - 33 minutes - 30.4 MBEvery facet of an advisor's job has influence at the heart of it, according to Daniel Crosby. What can advisors do right away to become more influential?
Are You Podcasting Yet? Top Reasons for Advisors To Embrace This Medium With Candice Carlton (Ep. 401)
February 07, 2023 11:15 - 30 minutes - 5 MBIf you’re not podcasting yet, the question is…“Why not?”
How to Introduce Authenticity into Your Marketing Strategies With Candice Carlton (Ep. 400)
February 07, 2023 11:00 - 27 minutes - 24.8 MBPeople know when they’re being sold to. How can advisors build authentic connections with their audience through marketing and social media?
How to Start Your PR Journey With Megan Carpenter (Ep. 399)
January 31, 2023 11:00 - 33 minutes - 30.8 MBBig companies spend thousands on marketing and PR strategies. How can smaller companies leverage effective PR strategies without the big price tag?
What Do Your Clients Actually Want? 8 Mindsets That Transform Conversations With Colleen Bowler (Ep. 398)
January 24, 2023 11:00 - 30 minutes - 27.5 MBIf there’s one thing we could get advisors to stop doing in 2023? Sending clients market commentaries! Your clients already expect you to be the expert in that area. So, what’s actually important to them?
How to Differentiate Yourself from the Sea of Sameness With Andrea Lopez-Schlapia (Ep. 397)
January 17, 2023 11:00 - 27 minutes - 25.2 MBWith many advisors advertising the same services, businesses struggle to stand out. How can they rise above the noise to prove they have what their ideal prospects need?
Generosity, Humility & Intimacy: The Advisor’s Essential Guide to LinkedIn Relationship-Building With Niki Clark (Ep. 396)
January 10, 2023 11:00 - 37 minutes - 34.4 MBDo you want to start sparking relationship-building conversations on LinkedIn –– and stop hearing crickets?
Your Ultimate Beginner’s Guide to Shooting Videos With Katie Braden (Ep. 395)
January 03, 2023 11:00 - 32 minutes - 27 MBIs it really possible for advisors to easily record, edit, and share videos? The answer is yes!