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
Episode 251 – 4 Ways for Advisors to Increase Prospect Quality Over Quantity
August 13, 2020 13:00 - 37 minutes - 86 MBLead 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 t...
Episode 250 – Latino Communities Are Ready To Begin Talking About Their Money, But Where Should They Go? – With Jannese Torres-Rodriguez
August 11, 2020 13:00 - 26 minutes - 61.6 MBLatino 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 convers...
Episode 249 – How RIAs Can Fulfill Every Compliance Requirement Without Sacrificing Time –– With Will Bressman
August 04, 2020 13:00 - 26 minutes - 29.1 MBIt’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 on...
Episode 248 – Reasons for Advisors to Drop the Jargon and Start Using Sketches to Explain Financial Concepts –– With Carl Richards
July 28, 2020 13:00 - 29 minutes - 68.2 MBMany 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...
Episode 247 – Reduce Time and Costs During Your Advisory Firm’s Transitions –– With Jeremi Karnell
July 21, 2020 13:00 - 34 minutes - 80 MBToday, 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...
Episode 246 – How to Fill Your Webinars With Fans (Instead of Skeptics)
July 16, 2020 13:00 - 30 minutes - 70.2 MBDo 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, whic...
Episode 245 – Stop Waiting to Start Your Own Financial Podcast –– With Mike Langford
July 14, 2020 13:00 - 34 minutes - 78.7 MBAre 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 i...
Episode 244 – How to Be an Ally in a White Male-Dominated Workplace – With Julie Kratz
July 07, 2020 13:00 - 33 minutes - 75.5 MBWhat 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...
Mini-Series: How to Use Your Video as a Marketing Tool –– With Laura Garfield And Sharon Gottula of Idea Decanter – Part 3
July 02, 2020 13:04 - 26 minutes - 60.3 MBOnce 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 nex...
Mini-Series: What to Do Before You Shoot Your Video –– With Laura Garfield and Sharon Gottula of Idea Decanter – Part 2
July 02, 2020 13:02 - 28 minutes - 65.2 MBIt 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 messa...
Mini-Series: How to Make Your Videos Way More Authentic –– With Laura Garfield And Sharon Gottula of Idea Decanter – Part 1
July 02, 2020 13:00 - 32 minutes - 74.3 MBHow 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 s...
Episode 243 – How to Make Your Advisor Website Accessible –– With Natalie Hadley
June 30, 2020 13:00 - 25 minutes - 57.7 MBMaking 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 ...
Episode 242 – PR Hacks for Every Financial Advisor –– With Marie Swift
June 23, 2020 13:00 - 29 minutes - 68.6 MBDo 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 enc...
Episode 241 – How to Go From Bad to Good to Great Marketing
June 18, 2020 13:00 - 25 minutes - 57.5 MBDo 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 ma...
Episode 240 – What Will Your Comeback Story Be? –– With Bob DiMeo
June 16, 2020 13:00 - 25 minutes - 58.6 MBAs 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: Ho...
Episode 239 – Easy Ways to Increase Traffic to Your Advisor Website –– With Nitesh Verma
June 09, 2020 13:00 - 25 minutes - 58.3 MBYou 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 t...
Episode 238 – 5 Reasons Your Lead Generation Isn’t Effective And How To Improve It
June 04, 2020 13:00 - 29 minutes - 68.6 MBAre 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 t...
Episode 237 – Start Making Connection Calls With Your Clients Now – With Brad Johnson
June 02, 2020 13:00 - 30 minutes - 70 MBPeople 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 se...
Episode 236 – How Advisors Can Benefit From Leadership Development –– With Peter Montoya
May 26, 2020 13:00 - 27 minutes - 61.9 MBWhat is the value of leadership development for advisors? Why do they tend to focus so little on it? In this episode, Matt talks to Peter Montoya, the best-selling author of “The Brand Called You” and his latest books, “Meetings Without Walls” and “Leadership Power.” He’s also a sought-after and highly motivational keynote speaker and leadership development strategist, specializing in developing high-performance teams. Today, Matt and Peter about something particularly personal and self-refl...
Episode 235 – Overcome Your Self-Limiting Beliefs and Win! –– With JM Ryerson
May 19, 2020 13:00 - 25 minutes - 57.5 MBWe 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 episod...
Episode 234 – Stop Viewing Compliance as Your Business-Prevention Department –– With Leila Shaver
May 12, 2020 13:00 - 29 minutes - 67.2 MBAre 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 pr...
Episode 233 – Beware of “10X” and “We Fill Your Pipeline” Claims
May 07, 2020 13:00 - 27 minutes - 62.6 MBIf 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 p...
Episode 232 – How to Hire the Right People for Your Firm –– With Duane Roberts
May 05, 2020 13:00 - 20 minutes - 46.3 MBWhy 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 H...
Episode 231 – Transparency Wave — With Paul Pagnato
April 28, 2020 13:00 - 28 minutes - 64.9 MBTransparency 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 bui...
Episode 230 – Sales Techniques and Triggers With Jason Smith
April 21, 2020 13:00 - 29 minutes - 33.9 MBHave 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 b...
Episode 229 – Marketing to The Forgotten Generation
April 16, 2020 14:00 - 24 minutes - 27.5 MBGeneration 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...
Episode 228: Building Your Business to Run Without You – With Erin Botsford
April 14, 2020 13:00 - 29 minutes - 33.6 MBAdvisors, 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...
Episode 227: Advisors Need to Market Themselves Better — With Kurt Ohlson
April 07, 2020 13:00 - 29 minutes - 33.2 MBAre 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-d...
Episode 226: The New Reality for Financial Advisors –– With Doug Heikkinen
April 02, 2020 12:52 - 42 minutes - 97 MBHave 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 t...
Special Episode: Going on The Offensive — With Coach Joe Lukacs
April 01, 2020 13:00 - 44.8 MBBeing proactive and taking action, especially during difficult times, can be just what you need to help your business grow. How can you make the determination to play offence and be part of the 20 percent of people finding business development opportunities right now? In this episode, Kirk continues his conversation with Coach Joe Lukacs. With over 26 years of experience coaching financial advisors, Coach Joe shares his knowledge on the strategies you can use to truly influence others and ac...
Episode 225: Embrace AI and Prosper— With DJ Sebastian
March 31, 2020 13:00 - 28 minutes - 32.3 MBSpending 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 Arti...
Special COVID-19 Episode: It’s Time To Step Up Your Game — With Joe Lukacs
March 30, 2020 13:00 - 33.8 MBToday’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 ...
Episode 224: How to Create Lasting Brand Awareness — With Rebecca Hourihan
March 24, 2020 13:00 - 25 minutes - 29.7 MBDo 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 ...
10 Mins with TAM – COVID -19 – Remote Work Options
March 20, 2020 20:23 - 6 minutes - 15.9 MBRemote work might not be an option for every person. Is there a way to work safely at your physical office? Our COO, Lisa Ferguson, is here with solutions that your team can use right away. Top Advisor Marketing
Episode 223: Are You Scaling Your Credibility?
March 19, 2020 12:00 - 45 minutes - 50.2 MBAre 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 benef...
Episode 222: How to Master Tough Conversations With Clients — With David Wood
March 17, 2020 13:00 - 29 minutes - 33.3 MBDo 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 wi...
Episode 221: Build a Million-Dollar Mindset and the Practice Will Follow — With Stephanie Bogan
March 10, 2020 13:00 - 28 minutes - 32.7 MBAre 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 sp...
Episode 220: Dare to Reinvent Yourself and Help Clients Do the Same — With Bobby Henebry
March 03, 2020 13:00 - 29 minutes - 34.1 MBHave 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” conver...
Episode 219: How to Win Over Prospects With Email Campaigns — With Emily McGuire
February 25, 2020 13:00 - 26 minutes - 30.3 MBHave you considered that email is no different than most of your other sales channels? Email campaigns give financial advisors a one-to-one relationship-building opportunity with prospects in all stages of their customer journey. In this episode, Matt Halloran speaks with Emily McGuire, the owner of an emailing marketing studio called Flourish & Grit. This is a fun and practical conversation where Emily teaches you how to write emails that build trust and compel prospects to take the next s...
Episode 218: How to Stay on the Forefront of Marketing in the 401(K) Space — With Aaron Pottichen
February 18, 2020 13:19 - 23 minutes - 27.1 MBWhat 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, ...
Episode 217 – Build a Bridge Between Means and Meaning for Your Clients — With Mitch Anthony
February 11, 2020 13:00 - 28 minutes - 32.6 MBNamed 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 jo...
Episode 216 – 8 Content Marketing Trends for 2020
February 06, 2020 13:00 - 48 minutes - 55.1 MBWhen you’re communicating with your audience and marketing your expertise, are you still taking a sales-oriented approach? How long has it been since you updated your marketing strategy? Marketing is quickly shifting. What does the 2020 marketing landscape look like for advisors? A big hint is relationship marketing. The majority of the content you produce needs to be about results and actionable items for your audience. Today, Matt and Kirk talk about the 8 trends that will have a great im...
Special Series Part 3: Your Preview of the Retirement & Longevity Summit — With Ross Marino
February 04, 2020 13:10 - 31.7 MBHow 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’ pivot...
Special Series Part 2: Surprising Features That Make or Break Industry Conferences — With Ross Marino
February 04, 2020 13:05 - 37.4 MBHave 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...
Special Series Part 1: How to Move Beyond Numbers-Based Conversations — With Ross Marino
February 04, 2020 13:00 - 42.5 MBMost 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 ...
Episode 215 – Why Your Online Reputation Matters — With Sameer Somal
January 28, 2020 13:00 - 28 minutes - 33 MBWhat do you do when you want information? Do you search the internet? Did you know 93% of online experiences begin with opening a search engine like Google? In this episode, Kirk Lowe is speaking with Sameer Somal, founder of Blue Ocean Global Technology. Kirk and Sameer explore the importance of why your online reputation matters, and what you can do to manage that reputation. In this episode, you will learn: Why it is important to have a good online reputation What is SEO, and Online Re...
Episode 214 – How to Rank Higher in Google’s Search Results — With Samantha Russell
January 21, 2020 13:00 - 30 minutes - 35 MBIs 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 w...
Episode 213 – How to Develop Your Executive Presence — With Steve Kosch
January 14, 2020 13:00 - 27 minutes - 31.4 MBAre 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 effective...
Episode 212 – PR Strategies That Get Advisors the Most Attention — With Warren Weeks
January 07, 2020 13:00 - 31 minutes - 36 MBDo 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 pres...
Episode 211 – Business Tips for a Dialed-In and Successful 2020
January 02, 2020 13:00 - 44 minutes - 51.4 MBThere 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 ma...