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
You Can Make Financial Planning Easy and Fun for Clients –– Here’s How! With Reese Harper (Ep. 394)
December 27, 2022 11:00 - 33 minutes - 30.9 MBWealthy or not, every client has the same question: “Am I going to be okay?” Monte Carlo simulations and flow charts don’t reassure clients. They don’t connect the dots. That’s because these tools were built for advisors – they were never meant for clients.
How Modern Technology Connects Clients With Financial Advice With David Mehlhorn (Ep. 393)
December 20, 2022 11:15 - 22 minutes - 20.2 MBMore and more “finfluencers” are popping up on social media, giving free financial advice that’s unregulated –– and sometimes terrible. How can financial advisors cut through the noise?
Using Technology To Connect With Clients and Businesses With Brian McLaughlin (Ep. 392)
December 20, 2022 11:00 - 23 minutes - 21.2 MBTechnology has been around for decades and has become an essential part of all businesses. Yet some advisors still aren’t using it to its full potential. Where do advisors use technology in their daily lives that could be applied to businesses…and how can other businesses benefit from that connection?
Move Over, Bucket Lists: Live It Lists Are Life-Changing For Clients With Nicole Middendorf (Ep. 391)
December 13, 2022 11:00 - 30 minutes - 28 MBDo your clients believe they’ll be happy once they acquire that one new thing — a new car, another house, or more money in their bank account?
How to Attract and Hold Attention With Engaging Social Media Content With Zoë Meggert (Ep. 390)
December 06, 2022 11:00 - 29 minutes - 26.6 MBDo you want to create long-form content that catches and holds your niche’s attention? How about getting your expertise in front of as many ideal prospects as possible?
For Captive Advisors: The Ultimate Encouragement to Go Independent With Charlie Van Derven (Ep. 389)
November 29, 2022 11:00 - 30 minutes - 28.1 MBAre you a wirehouse advisor who dreams of going independent…except the amount of freedom actually sounds a little scary?
Are You Being Authentic? Marketing That Turns Prospects Into Raving Fans With Larry Sprung (Ep. 388)
November 22, 2022 11:00 - 29 minutes - 40.1 MBHow do top advisors shorten their sales cycles? They build relationships with prospects before they’ve even met them.
How To Build Your Own Brand To Have a Successful Advisory Business With Matt Reiner (Ep. 387)
November 15, 2022 11:00 - 27 minutes - 25.4 MBIn business, people don't buy brands. They buy the person and the expertise behind a brand. The question is, how do you start building relationships with your audience?
The Future Evolution Of Financial Services With Dana Wilson and Zach Conway (Ep. 386)
November 08, 2022 11:00 - 31 minutes - 28.8 MBAs the world's perspective changes, so do the way businesses are run. Adapting to those changes allows companies to push forward and rise above within the industry.
Upscale Your Business by Building Deep Relationships With Robert Sandrew [Ep. 385]
November 01, 2022 11:00 - 29 minutes - 27 MBDo you want to build deeper relationship with CPAs in your area so you can upscale your business?
Dying Kindness: Help Clients Be Kinder to Those They’ll Leave Behind With Cianna Stewart (Ep. 384)
October 25, 2022 11:00 - 31 minutes - 28.7 MB“I'm going to die someday, and spoiler alert: so are you.” After someone dies, your ideal situation is to be allowed to just simply grieve. But instead? Most of us are left with grief that’s affected by feeling frustrated, confused, or financially freaked out by legalities.
Becoming An Exit Planning Advisor With John Brown (Ep. 383)
October 18, 2022 11:00 - 23 minutes - 32.4 MBBusiness owners looking to plan their exit need to consider more than just their personal life. How many advisors can provide both retirement planning and business exit planning advice?
One Alexa Command Away! Connect With Clients Through Voice Marketing With Emily Binder (Ep. 382)
October 11, 2022 11:00 - 27 minutes - 38.3 MBYour clients might be getting hundreds of emails and messages every day. If you want your updates to stand out, consider making them hands-free. With voice updates, your content is just one Alexa command away.
How To Help Women Face Financial Fears — And Live Their Best Lives With Sarah Carlson (Ep. 381)
October 04, 2022 11:00 - 34 minutes - 25.1 MBA lot of people, especially women, feel anxious about their financial situation. It’s difficult to confront what’s really going on. It’s easy to feel paralyzed by shame.
4 Ways To Uncover Hidden Revenue in Your Practice With Joe Lukacs (Ep. 380)
September 27, 2022 11:00 - 31 minutes - 43 MBYou probably have hidden profits in your business. Are you ready to find them?
Powerful Relationship-Building Tactics From Our Client Success Manager Alison Friedel (Ep. 379)
September 20, 2022 11:00 - 25 minutes - 46.2 MBWhat does client success look like? How can your marketing help connect with clients and prospects?
The Easiest Way To Help Clients (Finally) Get Their Estate Planning Done With Ryan Stark (Ep. 378)
September 13, 2022 11:00 - 28 minutes - 52.3 MB67% of Americans don’t have an estate plan, according to a recent survey. Most of them “just haven’t gotten around to it.” Estate planning feels daunting. But what if you could make it easy for clients –– including the stragglers –– to finally get it done?
Finding Right-Fit CPA Partners (The Opportunity Is Now!) With Andree Mohr and John Pastore (Ep. 377)
September 06, 2022 11:00 - 28 minutes - 52 MBThe best CPA partnerships accomplish both: improving your client experience and growing your revenue. But how and where can you find such partnerships?
How To Find Diverse Talent and Advance Culture With Lazetta Rainey Braxton (Ep. 376)
August 30, 2022 11:00 - 37 minutes - 51.3 MBIn advancing cultural diversity in the workplace, attracting and retaining diverse talent can often be a challenge. Not anymore!
Strategic Event Marketing: How To Find and Engage Ideal Clients With Elyse Stoner (Ep. 375)
August 23, 2022 11:00 - 32 minutes - 44.1 MBOrganizing events is a great way to engage with clients and prospects. But before you organize another wine tasting event, ask yourself: How does this event fit into your overall marketing strategy?
How to Finally Publish the Book You Started but Never Finished With Kristin Shea (Ep. 374)
August 16, 2022 11:00 - 38 minutes - 52.7 MBOnly 6% of writers get halfway through a book.* For the rest, their book remains a dream. Are you an advisor who has always thought of writing a book — perhaps even started one — but never finished it?
What To Do if You Lack the Time or Confidence for Content Marketing With Meg Bartelt (Ep. 373)
August 09, 2022 11:00 - 32 minutes - 44.2 MBWhat’s stopping you from sharing your thought leadership? Is it a busy schedule? Is it a lack of confidence? Or is it both? Our guest today, Meg Bartelt, has consistently blogged for 6 years — even during times when things got overwhelming.
Three Steps for Creating a 12-Month Custom Marketing Plan With Angela York (Ep. 372)
August 02, 2022 11:00 - 32 minutes - 23.7 MBDo you want a 12-month marketing plan that’s strategic, measurable, has actionable items, and is based on reliable data? Most advisors do! BUT, they don’t know how to get started or lack a marketing team to support them.
Proof That Niche Marketing Works: Picking One of the Most Specific Niches With Jane Mepham (Ep. 371)
July 26, 2022 11:00 - 29 minutes - 40.7 MBHave you heard about niche marketing but still aren't convinced that it can grow your business? Perhaps hearing from someone who has walked the walk might help.
Uplifting Underrepresented Communities at Financial Conferences With Liv Gagnon (Ep. 370)
July 19, 2022 11:00 - 33 minutes - 45.7 MBGiving equal opportunity to females, people of color, nonbinary individuals, and other underrepresented communities is not just the right thing to do. It can actually benefit the financial services industry!
You Found Your Niche…Now, How Do You Attract Them? With Lacey Langford (Ep. 369)
July 12, 2022 11:00 - 30 minutes - 26.9 MBFinding your hyper-focused niche is only work half done. Next, you need to get your voice out to your target audience and build a network of influencers and experts in your niche!
Cybersecurity for Advisors: How To Protect Your Reputation and Client Trust With Sid Yenamandra (Ep. 368)
July 05, 2022 11:00 - 31 minutes - 26.8 MBDo you keep sidelining cybersecurity in your practice? If your firm were to experience a data breach, your clients would lose trust. If an SEC or FINRA auditor were to recognize poor cybersecurity practices, you’d probably have to pay a hefty fine.
How To Build a Community of Fans Who Do The Marketing For You With Liz Faircloth (Ep. 367)
June 28, 2022 11:00 - 41 minutes - 32.9 MBDo you want to build a community of raving fans who believe in your mission, make you more referable, and become brand advocates?
Publish Your Book: Major Tips from NY Times Best-Selling Author Ellen Rogin (Ep. 366)
June 21, 2022 11:00 - 28 minutes - 24.9 MBYou don't have to be an experienced author to write a book that speeds up your influence. You just need the right guidance.
PodRocket Academy: Your Guide to Becoming a Trusted Subject Matter Authority With Julia Ritchie (Ep. 365)
June 14, 2022 11:00 - 26 minutes - 24.1 MBLooking for a one-stop shop to learn everything you need to know about podcasting, digital marketing, and branding? Introducing the PodRocket Academy — where we help you accelerate your influence and become the trusted authority you’re meant to be.
How to Protect Your Client’s Digital Assets (Money and Memories!) With Betsy Ehrenberg (Ep. 364)
June 07, 2022 11:00 - 32 minutes - 5 MBWant to differentiate yourself from the advisor down the street? Consider offering a service that your clients don’t even realize they need yet. (When you mention it, they’ll have a lightbulb moment!)
Every Reason To Build a Hyper-Focused Niche Practice With Jen Dawson (Ep. 363)
May 31, 2022 11:00 - 32 minutes - 5 MBAdvisors often hesitate to niche out because they’re worried about whittling down their number of prospects. Or worse, picking a niche that doesn’t work out. Maybe you know that niching is a game changer. But you’re worried, too. How do you get to a place where you can confidently know “these are my people” and attract the right prospects?
Have You Tried This? Easy Marketing Tips To Hold Your Niche’s Attention With David Wilson (Ep. 362)
May 24, 2022 11:00 - 30 minutes - 5 MBDo you want to differentiate yourself from the advisor down the street? Are you looking for marketing strategies that will not only get your audience’s attention but also turn them into raving fans? You’ve come to the right place!
Disconnected From Your Clients’ Financial Lives? Try a Financial Wellness Ecosystem With Mary Ellen Dugan (Ep. 361)
May 17, 2022 11:00 - 29 minutes - 5 MBOftentimes, advisors aren’t fully involved in their clients’ finances — from big investment decisions all the way down to small daily finances. How then is it possible to give the best advice if you’re not seeing the whole picture?
Fintech Mini-series: Better Partnerships With Estate Planning Attorneys (For Better Customer Experiences!) With David Zumpano (Ep. 360)
May 10, 2022 11:00 - 29 minutes - 22.9 MBIt’s common for financial advisors to collaborate with estate planning attorneys (EPAs). Partner with the right EPA, and you’ll get more referrals, enhance your value proposition, and provide a better client experience!
Fintech Mini-Series: Moving, Merging, or Selling? Find the Right Partnership With Brian Church (Ep. 359)
May 03, 2022 11:00 - 33 minutes - 5 MBMergers and acquisitions can be an excellent way to scale your business. But only if you foster the right partnerships and relationships.
Fintech Mini-Series: How Digital Vaults Enhance Your Value Proposition With G. Scott Paterson (Ep. 358)
April 26, 2022 11:00 - 31 minutes - 29 MBEstate documents, investment certificates, bank records…your clients probably have a pile of documents they can’t afford to lose. What if you could provide them with a personal digital vault (branded under your name!) to securely store their documents?
Fintech Mini-Series: How To Keep Up With the Latest Fintech Trends With Rusty Sommer (Ep. 357)
April 19, 2022 11:00 - 31 minutes - 23.9 MBAdvisors, are you keeping up with the latest FinTech trends? When was the last time you worked on your tech stack?
The BOVA Method for Mind Mapping: Organize Your Ideas in 4 Simple Steps (Ep. 356)
April 12, 2022 11:00 - 29 minutes - 5 MBPodcasts require more preparation than one might think. When your mind is racing with ideas, it’s important to ensure you don’t digress, don’t leave anything out, and still leave room for some impromptu creativity!
How To Integrate Different Media Into a Powerful Marketing Machine With David Pulcini Jr. (Ep. 355)
April 05, 2022 11:00 - 34 minutes - 29.6 MBPodcasts, emails, videos, blogs, white papers… They may not be that effective as standalone media. But if you can integrate them to run smoothly like cogs in a machine, you’ll realize their true marketing prowess!
Content Creation to Distribution: Every Step Simplified for Advisors With Johnny Sandquist (Ep. 354)
March 29, 2022 11:00 - 33 minutes - 27.3 MBHave you heard the adage: content is king? According to Johnny Sandquist, content distribution is king! And not just generic, canned content, but authentic content that speaks to your ideal clients.
The Complete Brand Anatomy for Advisors With Monica Fawn (Ep. 353)
March 22, 2022 11:00 - 34 minutes - 28.7 MBA brand is more than a website and a logo. Does your brand communicate your “why”? Does it spark an emotional connection that gets prospects excited to work with you?
Caught in a Loop of Stop-and-Start Marketing? How To Get Unstuck (Ep. 352)
March 15, 2022 11:00 - 41 minutes - 35 MBDoes this sound familiar? You’ve been plugging away, doing this-and-that, stop-and-start marketing for years. It seems like everyone around you is succeeding, but it never seems to work out the same for you. The truth is, not many of them are actually succeeding –– at least not consistently.
How To Help Women Thrive, as Advisors and Clients With Adri Miller-Heckman (Ep. 351)
March 08, 2022 11:00 - 29 minutes - 23.4 MBWhether they’re on the giving or receiving end, most women despise prospecting, selling, and closing. So, if you want to help women advisors thrive and also appeal to women clients, you need to understand what resonates with them.
Want To Attract Ideal Clients? Create a Custom Content Marketing Plan With Olivia Luper (Ep. 350)
March 01, 2022 11:00 - 32 minutes - 27 MBDo you want to have a content marketing plan that captures your voice, attracts ideal clients, and grows your practice?
Why We Loved the Elite Wealth Advisor Symposium™ 2022 Conference (Ep. 349)
February 22, 2022 11:00 - 22 minutes - 21 MBThe Elite Wealth Advisor Symposium™ (EWAS) is an annual invitation-only conference for 100 advisors who want to learn how to exponentially grow their practice while creating more balance in their life. This year, we had the opportunity to be a part of it –– which means we got to interview amazing people in the financial services industry!
Content That Converts? Write Content That Connects With Derek Pollard (Ep. 348)
February 15, 2022 11:00 - 48 minutes - 38.1 MBYou’re all about building relationships as an advisor, right? Then why does your copy still come across as “salesy”? Rather than writing to convert, why not write to connect?
Say Goodbye to Imposter Syndrome: Start Your Awesome Podcast! With Nicole Casperson (Ep. 347)
February 08, 2022 11:00 - 31 minutes - 43.5 MBDo you want to start a podcast, but you’re worried that your story isn’t interesting or that you don’t have enough expertise to share? Self-doubt is common, especially among women.
347. Say Goodbye to Imposter Syndrome: Start Your Awesome Podcast! With Nicole Casperson
February 08, 2022 11:00 - 31 minutes - 43.5 MBDo you want to start a podcast, but you’re worried that your story isn’t interesting or that you don’t have enough expertise to share? Self-doubt is common, especially among women.
Mind Mapping: Turn the Messiest Ideas Into Clear Actions for Your Team! With Michelle Matus (Ep. 346)
February 01, 2022 11:00 - 32 minutes - 44.5 MBDo you ever leave meetings feeling disappointed because you have disorganized notes that you know will be a nightmare for your team to understand, let alone act on? The easiest and best solution is mind mapping!