Top Advisor Marketing Podcast

12 Days of Marketing – Episode 12 — The Best Tips From Our 12 Days of Marketing Series

We 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 socia...

12 Days of Marketing – Episode 11 — Best Practices for Showcasing Your Expertise on Social Media

Do 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...

12 Days of Marketing – Episode 10 – How to Create Your Powerful Hook

Are 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 e...

12 Days of Marketing – Episode 9 — 9 Ways to Become a Good Podcast Guest

If a podcaster invited you onto their show, would you know how to be a good guest? In the ninth episode of our 12 Days of Marketing series, Matt and Kirk uncover tips for becoming the type of guest that podcast hosts and their listeners will appreciate. Jot down these pointers for your next podcast appearance or public relations opportunity! In this episode, you will learn: Why being a guest is not a substitute for having your own podcast How to go about researching the podcast host be...

12 Days of Marketing – Episode 8 — 8 Ways to Retain Your Audience

Are you creating content that looks almost identical to all the other advisor-content out there? Start creating value-packed content for a specific audience that keeps them coming back for more.  In the eighth episode of our 12 Days of Marketing series, Matt and Kirk talk about eight ways to retain your audience. Covering a variety of content types, this conversation is filled with advice on how to stay top-of-mind and build loyalty with your audience.  In this episode, you will learn: R...

12 Days of Marketing – Episode 7 — 7 Ways of Self-Marketing for Advisors

It’s time to get out of your office, attend an event, and make some connections! As an advisor, it is important to not only market your business but to also market yourself. In the seventh episode of our 12 Days of Marketing series, Matt and Kirk discuss how to market yourself in the expert economy that advisors are in today. This episode is filled with ways that you can put yourself out there and promote your expertise! In this episode, you will learn: The do’s and don’ts of self-market...

12 Days of Marketing – Episode 6 — Podcast Coaching Tips

Whether you host your own podcast or are considering starting one, have you considered what it takes to become listenable and likable? In the sixth episode of our 12 Days of Marketing series, Matt and Kirk take you inside our Podcast Coaching Program to uncover how they evaluate podcasters. This fun and highly practical conversation is full of podcasting tips that you can use right away! In this episode, you will learn: Why it’s necessary to go “over the top” with your emotions while pod...

12 Days of Marketing – Episode 5 — How to Think of In-Demand Podcast Topics Now

“How will I come up with podcast topics that interest my listeners?” That’s the number one question that aspiring advisor-podcasters ask us.  In the fifth episode of our 12 Days of Marketing series, Matt and Kirk share the best ways to come up with the topics your audience cares about. Whether you’re podcasting or writing, this is the advisor’s guide to generating ideas that are compelling and compliance-friendly. In this episode, you will learn: Where to draw topic ideas from  How to ...

12 Days of Marketing – Episode 4 — 4 Benefits of Niche Marketing for Advisors

Do you want to create more value and quality for a specific audience? Do you want to attract more people? Then look no further than niche marketing, a necessary approach for today’s advisors.  In the fourth episode of our 12 Days of Marketing series, Matt and Kirk bring you four benefits of niche marketing. This is a conversation that uncovers what your marketing strategy will look like once you’re dialed in on a specific audience and why this approach will make you happier at work. In this...

12 Days of Marketing – Episode 3 — 9 Best Practices for Building Your Marketing Team

As your business grows, you will find yourself in need of a marketing team. But not just any team — one that’s ready for compliance and ready to rock the digital world. In the third episode of our 12 Days of Marketing series, Matt and Kirk discuss nine things to consider as you build your marketing team. Take notes and learn how to find marketing talent that will go the distance for your firm.  In this episode, you will learn: The do’s and don’ts of building your marketing team What ta...

12 Days of Marketing – Episode 2 — 2 Ways to Keep Your Prospects Engaged During the Sales Process

You know your sales process is a hit when you have the ability to keep your prospects engaged throughout the sales funnel journey until they finally say YES. In the second episode of our 12 Days of Marketing series, Matt and Kirk discuss two ways advisors can keep prospects engaged and build relationships during the sales process. This conversation is filled with ideas on how to give your prospects value and keep the momentum going!  In this episode, you will learn: How to provide more v...

12 Days of Marketing – Episode 1 — 1 New Marketing Strategy: Micro-Influencer

Welcome 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 a...

Episode 210: Make Your Story The Message with Chris Smith

As an advisor, the most powerful thing you possess to influence your mission, message, and movement is your story. And it's the key to creating the level of income and impact you're capable of. In this episode, Matt is joined by Chris Smith to talk about his proprietary methodology, The Campfire Effect™, which helps corporate leaders and teams articulate their “why” by discovering a powerful new relationship to who they are and what they do. As a former advisor who now works with people from...

Special Mini Series: 3 Part Research Series – Study Results of High-Net-Worth Breadwinners: Episode 3

Rethink 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 shif...

Special Mini Series: 3 Part Research Series – Study Results of High-Net-Worth Breadwinners: Episode 2

Rethink How to Win Executives: Part 2 — With Laura Gregg and David Partain It’s time to challenge what you thought you knew about the investor behaviors of high-net-worth (HNW) men versus women. In part two of our mini-series, Matt Halloran continues his conversation with Laura Gregg and David Partain of FlexShares Exchange Traded Funds to dig deeper into the remarkable findings from their stereotype-smashing study. Together, they uncover the actions, desires, and perceptions of men and wom...

Special Mini Series: 3 Part Research Series – Study Results of High-Net-Worth Breadwinners: Episode 1

Rethink How to Win Executives: Part 1 — With Laura Gregg and David Partain Despite high-net-worth (HNW) earners being a key market for advisors, little research has been done on the investor behaviors of men versus women in this demographic. Now FlexShares’ study is casting light on the gender differences within this group, and the results call for advisors to change their approach. In this episode, Matt Halloran speaks with Laura Gregg and David Partain of FlexShares Exchange Traded Funds ...

Episode 209: How to Become a Great Podcaster— With Tim Wohlberg

Is podcasting on your mind? Or maybe you already host a podcast but are lacking the confidence and know-how to build a loyal audience. In this episode, Matt Halloran speaks with Tim Wohlberg, a podcast coach with over 25 years of broadcast experience. Tim shares how he started his company, Podcast Performance Coach, and the one thing he tells podcasters to never stop thinking about. In this episode, you will learn: What type of clients Tim helps and how Why he believes this coaching servic...

Episode 208 – The New Dynamics of Social Event Marketing— With Ryan Van Sickle

Are you looking for dynamic and efficient ways to drum up new business? In this episode, Matt Halloran speaks with Ryan Van Sickle, director of advisor development at LeadingResponse, about the new dynamics of social event marketing. This conversation is a must-listen for any advisor who is hungry to grow their business by using ROI-proven strategies. In this episode, you will learn: What kind of event provides the best ROI for advisors Whether dinners are an essential component to a succe...

Episode 207 – How to Find Your Resilience

As a business owner or professional, at one point or another, you will likely experience high levels of stress from different sources such as finances, unexpected changes in the industry, work/life balance — and you need resilience to help you bounce back. Where will you start? Join Matt Halloran and Kirk Lowe in this episode, where they share ways they’ve found their resilience and what they do to maintain it and keep building on it. In this episode, you will learn: Why understanding your...

Episode 206 – 3 Marketing Trends for Advisors Who Want to Stand Out — With Jillian Bannister

Are you using the latest trends to help you stand out from the advisor down the street? Today, Matt welcomes Jillian Bannister, CEO and co-founder of Ext. Marketing, to uncover three marketing trends for advisors. This is a must-listen conversation where you will learn about attracting up-and-coming demographics and the importance of testing your brand to see what is resonating with your target audience. In this episode, you will learn: Which social media platform is the ideal place for ad...

Episode 205 – The Time for Succession Planning Is Now — With George Hartman

You’ve poured your heart and soul into launching your business and creating growth. Wouldn’t you like your business to live on even after you’re no longer here? In this episode, Kirk Lowe speaks with George Hartman, co-founder and CEO of Market Logics. They unpack what gets in an advisor’s way of putting a succession plan in place, how to get started, and where marketing fits into the process. This episode is a must-listen for all entrepreneurs who want their businesses to endure for generat...

Episode 204 – Transform Your Thinking for Better Digital Marketing Outcomes — With James Robert Lay

What is keeping you from creating a digital marketing strategy that brings in leads and leaves you feeling confident about your firm’s future? In this episode, Kirk Lowe has a riveting conversation with James Robert Lay, founder and CEO of Digital Growth Institute. They discuss how you can break through the barriers that are holding too many financial brands back from maximizing their digital growth potential. In this episode, you will learn: What challenges hold financial brands back from...

Episode 203 – Going All-In With Online Millennial Entrepreneurs — With Danielle Granger Nava and Dustin Granger

Would you ever be so bold as to switch your niche? In this episode, Matt speaks with a financial planning brother-sister duo, Danielle Granger Nava and Dustin Granger, about their pivotal decision to start targeting online millennial entrepreneurs. Having made a clean break from the traditional advisor path, Danielle and Dustin share their perspective on playing the long-game and how they’re winning over this growing market. In this episode, you will learn: About Danielle and Dustin’s jour...

Episode 202 – The Evolution of Advisor Marketing

There has been considerable evolution in advisor brands. Many tactics advisors use to get their message out have changed, but interestingly enough, some things have stayed the same. Today, Kirk Lowe and Matt Halloran dive into a subject that stirs up debates amongst advisors: marketing then and now. They examine the seven levels of the advisor marketing evolution to uncover how advisor brands have become what they are today. In this episode, you’ll learn: The difference between branding an...

Episode 201 – How to Turn Your Clients Into Raving Fans — With Luke Acree

In the service-based sales industry, your business is built off of how well you can build and keep client relationships. That is the centralized belief of ReminderMedia. In this episode, Kirk Lowe has a passionate conversation with Luke Acree, ReminderMedia’s founder and president. They discuss how to keep in touch with the clients in your database in such a way that they become raving fans of your organization. Every advisor knows the importance of gaining referrals and repeat business, but...

Episode 200 – Top Things We Have Learned in 200 Episodes

Today’s episode marks a special occasion for the Top Advisor Marketing team. It’s the 200th episode our Top Advisor Marketing Podcast! We couldn’t be more proud and motivated to share what we have learned along the way. There are many variables in play when doing a podcast. There are technical, production, marketing, and even emotional aspects to consider. So how can you make sure your podcast lasts for 200 episodes and beyond — and brings you and your company success? Join your hosts, Matt...

Episode 199 — Why Your Team Needs a Masters in Inspiration — With Marlo Higgins

Often when it comes to their marketing and branding, advisors have a hard time lighting a fire under themselves — instead, they stay where it’s comfortable. They also miss opportunities to rise up and motivate their team and clients. In this episode, Matt speaks with Marlo Higgins, a chief inspirational officer with nearly three decades of experience in leading and coaching entrepreneurs to a place of newfound success. This is a riveting conversation that will help you inspire and motivate y...

Episode 198 – Identity Theft Protection: Life’s Newest Necessity — With Dana Mantilia

Today, host Matt Halloran continues to help advisors separate themselves from the advisor down the street. In this episode, Matt speaks with Dana Mantilia, CEO and founder of Identity Protection Planning about why it’s important for advisors to offer their clients identity theft protection. Dana and her team have established a user-friendly B2B software platform that allows agents, advisors, employers, and association managers to protect their clients, employees, and members against identit...

Episode 197 – Magnetic Marketing and Operational Mastery — With Brittany Anderson

Things come full circle today as Matt Halloran chats with Brittany Anderson of Sweet Financial Services, a firm he once coached. Brittany is COO and co-founder of the Ultimate Advisor Coaching Program and Dare to Dream Enterprises as well as a speaker and co-author of two books, “Dare to Dream: Design the Retirement You Can’t Wait to Wake Up To” and “Imagine. Act. Inspire: A Daily Journal.” In this episode, you will learn: Why mindset matters What a reticular activating system is How to ma...

Episode 196 – 4 Steps to the Perfect Marketing Strategy

Efficient marketing strategies are an advisor’s best friend because they take little time and effort. They allow advisors to focus on what they are really good at, which is helping their clients achieve better financial outcomes. With that said, what’s the best way to make your marketing strategies super efficient? What outcomes could you get by combining traditional and digital strategies? Join expert financial marketers and communicators, Matt Halloran and Kirk Lowe as they share which ste...

Episode 195 – Breaking Through Call Reluctance — With Connie Kadansky

On today’s Top Advisor Marketing Podcast, Matt places a special focus on sales with Sales Call Reluctance Coach, Connie Kadansky. Connie Kadansky is a noted authority on call reluctance and sales productivity. She is a Master Certified Coach, certified in conversational intelligence and a professional speaker who specializes in identifying the blocks that keep financial advisors from proactively prospecting. In this episode, you will learn: The biggest reason salespeople hesitate to get in...

Ep 194 – How to Power up Your Marketing Today— With Mark Mersman

In today’s episode, Matt Halloran is coming to you live from Grand Rapids, Michigan, at USA Financial®! Matt is joined by Mark Mersman, CMO of USA Financial®, to discuss the best marketing ideas of the past, present, and future. Together they explore how you can better understand marketing and your advisory business as a whole. In this episode, you’ll learn: Why Mark is a firm believer in split-testing and ideas for where to apply it How a message-to-market match approach can fill your sem...

Episode 193 – Educational Seminars: A Valuable Item in an Advisor’s Marketing Toolbox — With Mike Thurman

Today, Matt welcomes back Mike Thurman, White Glove co-founder and seminar expert. Together, they dive deeper into White Glove’s educational seminar system and how advisors can execute a successful seminar. In this episode, you will learn: How advisors can prepare for presentations What White Glove does to help advisors prepare Action items for before and after a presentation Where advisors fail themselves And more! Resources:  Top Advisor Marketing | White Glove  | Mike Thurman LinkedIn |...

Episode 192 – 6 Ways Podcasts Make You a Better Advisor 

Do you know the similarities between being a great podcast host and a great advisor? In today’s episode, Matt and Kirk bring light to these similarities and discuss how advisors can translate their podcasting experience into their career and practice. Join this conversation and learn six ways that podcasts can, in fact, make you a better advisor. In this episode, you’ll learn: How you can improve as an advisor by doing podcasts The importance of listening to what your clients are saying Ti...

Episode 191 – What does it take to build a million-dollar company?

In today’s episode, Matt Halloran and Kirk Lowe discuss how they merged their businesses and experiences together and founded Top Advisor Marketing. Here, they share the ins and outs of their journey towards becoming a million-dollar company. Join Matt and Kirk as they go through some of the steps that helped them successfully develop their thought-leadership and company, and the lessons they have learned along the way. In this episode, you’ll learn: How they became Top Advisor Marketing W...

Episode 190 – The Truth about Marketing ROI

In today’s episode, Matt Halloran interviews our founder, Kirk Lowe, and they dive deep into the truth surrounding marketing ROI for advisors. For 20 years, Kirk has observed which marketing strategies give advisors the best outcomes. In this episode, he walks you through different mediums to explore their ROI-potential, their disadvantages, and what it takes to see worthwhile outcomes. In this episode, you’ll learn: Which mediums are producing the best ROI What role advisors play in creat...

Episode 189 – How to Differentiate Yourself and Influence Clients — With Jack Martin

There are two major differentiators that advisors tend to overlook: having a behavioral component in their sales and marketing and using longevity as a compelling conversation tool. Today, Matt Halloran speaks with Jack Martin, co-founder and CEO Elite Advisor Group LLC, about the powerful possibilities for advisors who practice these differentiators. Jack explains how to use behavior to influence clients to make the right decisions and how to frame conversations about longevity risk. In th...

Ep 188 – Building a Valuable Advisory Board With Stephen Wershing

Live from the SEI Top Producer Conference, Matt Halloran shares the mic with returning guest and president of the Client Driven Practice, Stephen Wershing. Stephen is an expert in the development and execution of client advisory boards. The Client Driven Practice offers coaching and consulting to advisors who want to organize and facilitate client advisory boards and translate feedback into actionable referral marketing strategies. Today, Matt and Stephen explore the Client Driven Practice'...

Ep 187 – Client Insights With Julie Littlechild

Matt welcomes returning guest Julie Littlechild to the show, live from the SEI Top Producer Conference. As the Founder of Absolute Engagement, Julie is on today’s episode to cover her returning product: Client Feedback. The Client Insights program ran for many years, but Julie stepped away to focus on research and other activities. Now, armed with new knowledge and technology, Julie is ready to fill the gap in the market place and provide advisors with the information they need from their cl...

Ep 186 – Building External Relationships and Growing your Business – With Matt McGowan

Live from the SEI Top Producer Conference, your host Matt Halloran welcomes Matt McGowan to this special episode. It is a privilege for our show to host a relationship manager such as Matt McGowan, who works with independent financial advisory and wealth management firms to create a more efficient business, implement client service and growth plans, and create an ideal business model. Matt is currently the external relationships manager with SEI and shares with our audience some of his tips...

Ep 185 – 14 Rules of Advisor Marketing Success

In today’s conversation, hosts Kirk Lowe and Matt Halloran dive deep into what Kirk calls the 14 rules of advisor marketing success. Kirk, having spent the last 20 years in this industry, shares what he has learned about how to successfully use marketing to improve your advisory business. Get ready to take notes and discover how to set yourself apart from other advisors, what no one has ever told you about building a niche, and why being on social media is well worth your time. In this epis...

Ep 184 – A Guide to Success and Enjoyment for Investment Advisors — With Bob DiMeo

Today, host Matt Halloran gets a behind-the-scenes look at Bob DiMeo’s boldly titled book, “50 Billion Reasons to Grow Your Practice: A Guide to Success & Enjoyment for Investment Advisors.” In addition to penning a unique book for investment-advisors that supports their personal lives, Bob DiMeo is the managing partner at DiMeo Schneider & Associates, LLC and is featured in numerous publications. In this episode, Bob speaks candidly about his marketing failures and wins, how he built his fi...

Ep 183 — Enhancing Your Business With the Psychology Behind People — with Genevieve Thayer

To make our businesses great, we need to have not only a great team, but also strong communication within our team. To help explore how we can better understand our team and business as a whole, Matt Halloran welcomes Genevieve Thayer, EPC and co-founder of Beacon Partners LLC, to share some of the insight she’s gained through 20 years of providing executive and leadership coaching for financial advisors and entrepreneurs. Today, she and Matt discuss how and why you can learn to make your b...

Ep 182 — How to Secure Solid Introductions — Referrals Mini-Series Part 3

These days, it’s not so much referrals that we need, it’s introductions and connections. Today, Matt and Referral Coach International founder Bill Cates are back for the third and final part of our referrals mini-series to discuss how you can turn referrals into solid introductions. Bill and Matt leave no stone unturned when talking about how you can do your due diligence when researching a likely prospect prior to an introduction. They discuss everything from how to ask people to be a refe...

Ep 181 — How to ask for Referrals without Begging — Referrals Mini-Series Part 2

Today, Referral Coach International founder Bill Cates is back for part two of our three-part mini-series on making your practice a referral magnet. There are 3 types of people when it comes to getting referrals. Some will give you referrals right on the spot, some won’t do it when you ask, but will when they are ready, and some just won’t do it at all. Today, Bill and Matt discuss how to approach asking for referrals, highlighting best practices that will allow you to ask not by begging or ...

Ep 180 — How to get Referrals Without Asking — Referrals Mini-Series Part 1

Every advisor’s dream is to get referrals without asking. But how do you accomplish this? According to Bill Cates, the key is to be super referrable. Today, Matt welcomes Bill, the founder of Referral Coach International, for a 3-part mini-series on referrals to help you and your practice grow in the best way possible. In this first part, Bill and Matt explore how you can get referrals without asking. Referencing Julie Littlechild’s research on the correlation between client satisfaction a...

Ep 179 – The Power of Podcast Marketing — with Ben Jones

Nobody knows the power of a podcast like a podcast host. Today, Matt Halloran welcomes Ben Jones, the host of the Better Conversations. Better Outcomes podcast and the managing director and head of intermediary at BMO Global Asset Management. At BMO, Ben leads a team of sales and service professionals to deliver investment solutions to intermediaries such as RAI’s, broker-dealers, and other investment managers.   To get the word out about the great work his team does, Ben hosts a bi-weekly ...

Episode 181 — How to ask for Referrals without Begging — Referrals Mini-Series Part 2

Ep 178 – Show Your Clients How to RetireReady — With Ed Dressel

Today, Matt shares the mic with a guest who has a substantial amount of experience in the finance industry and ideas to help you solve problems and make your life that much better. In this episode, Ed Dressel, president and owner of RetireReady Solutions, shares how his company helps advisors educate their clients about what retirement can and will look like. Most importantly, you will find out how Ed’s processes can be applied to your experience. In this episode, you will learn: How th...

Ep 177 – 7 Steps for Strategic Risk-Taking — with Craig Hersch

Today, Matt welcomes back a known thought leader Craig Hersch, estate planning attorney and founder of The Freedom Practice. Craig is here to share how he’s grown his business to the point where he’s able to spend time focusing on his highest and best use. In this episode, Craig also uncovers seven steps for strategic risk-taking so you too can overcome your obstacles and start generating great ideas. In this episode, you will learn: Craig’s seven steps for following through on your id...