Top Advisor Marketing Podcast
520 episodes - English - Latest episode: 8 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
Ep 176 – Uncork Your Productivity: Part 2 — With Patty Kreamer and Michelle Donovan
June 20, 2019 14:01 - 32 minutes - 37.6 MBMany advisors tend to have difficulties in the area of referrals. How much is too much? And why isn’t your COI reciprocating with client referrals? In part 2 of uncork your productivity, Matt discusses the ins and outs of referrals with Michelle Donovan. They go on to answer many questions around referrals that plague the minds of many financial advisors. In this episode, you will learn: Where financial advisors can begin with getting referrals. How the fear of sounding desperate is a...
Ep 175 – Uncork Your Productivity: Part 1 — With Patty Kreamer and Michelle Donovan
June 20, 2019 14:00 - 38 minutes - 44.2 MBWelcome to part one of this mini-series with our friends Patty Kreamer and Michelle Donovan, co-owners of Productivity Uncorked! Today, Matt speaks to our special guests about productivity. They bring you actionable advice, covering topics from managing to-do lists and getting rid of brain clutter to calendering and cutting out email-stress once and for all. In this episode, you will learn: What it means to be truly productive How to go about creating and managing a to-do list How P...
Ep 174 – Start Creating Documented and Repeatable Systems — With Dean Soto
June 18, 2019 14:00 - 27 minutes - 32 MBWhen Matt gets this excited about a guest, you know it’s going to be good! Today, Matt chats with Dean Soto, president of Pro Sulum, about scaling your team and saving time by enlisting virtual assistants to document your systems. Dean also explains why rescinding control can be a good thing. In fact, Dean firmly believes that 95% of what we do can be done by someone else if there is a process in place. In this episode, you will learn: What drove Dean to start his own business Which es...
Ep 173 – Cracking the Code to Customer Devotion — With Shawn Moon
June 13, 2019 14:00 - 21 minutes - 29.1 MBToday, Matt welcomes Executive VP of Global Sales and Delivery at FranklinCovey, Shawn Moon to the show! In this episode, Matt steps outside of the finance industry to get Shawn’s fresh, new take on how to cultivate fierce loyalty in your customers. As it turns out, it all starts with your employees — 70% of your customers are influenced by your frontline employees! Today, you will learn how to help your employees strengthen their sense of empathy, responsibility, and generosity. In this e...
Ep 172 – Make Your Brand Powerful and Consistent Across Locations — With Austin Schmitt and Elijah Kovar
June 11, 2019 14:43 - 26 minutes - 29.8 MBGreat Waters Financial has truly achieved branding excellence. And today, Matt is bringing you some behind-the-scenes insight into just how they did it. In today’s episode, our friends Austin Schmitt and Elijah Kovar, partners of Great Waters Financial, are here to share their secrets, starting with how they stay in control of their brand message while operating several locations accross the state of Minnesota. In this episode, you will learn: An exercise to help you answer: What kind ...
Ep 171 – Start Interrupting Your Patterns — With Jon Dwoskin
June 07, 2019 15:44 - 29 minutes - 49.7 MBMatt is excited to welcome business coach and author of “The Think Big Movement,” Jon Dwoskin to the show! Jon and Matt take a deep dive into what you can do to get out of your own way, how to reconnect to the bedrock of what makes you tick, and how identifying your personal brand can help you manage your team more effectively. In this episode, you will learn: Which traits to look for in a mentor Examples of what your personal brand might be and how it affects your work and client rel...
Ep 170- #BeYourOwnLoud
June 04, 2019 16:39 - 50 minutes - 80.2 MBMatt and Kirk are back on the mic today to discuss #BeYourOwnLoud - how you as an advisor can share your story and build relationships. Combining the power of LinkedIn and Podcasting, our #BeYourOwnLoud service, Micro-Influencer, is our two part service that can act as an entire marketing strategy for advisors. With over 20 years in the business, Kirk has experience with just about every marketing tactic that walks across conference stages. Never in his career has he been this excited about...
Ep 169 – Breaking Money Silence with Kathleen Burns Kingsbury
May 30, 2019 14:07 - 23 minutes - 26.7 MBYour host Matt Halloran is thrilled to welcome one of his personal wealth idols, Kathleen Burns Kingsbury to today's episode. Kathleen is a wealth psychology expert, founder of KBK Wealth Connection, host of the Breaking Money Silence® podcast, and an internationally published author and speaker. Named one of nine amazing conference speakers in 2017 by Investment News, Kathleen is a sought-after keynote speaker and consultant on the topic of women and wealth and couples and money. Her missio...
Ep 168 – Disability Awareness with Liz Travis Allen
May 28, 2019 16:09 - 34 minutes - 39.6 MBMatt welcomes disability activist and policy director Liz Travis Allen to today's show to discuss with our audience the business applications for disability awareness. Liz's specialty is helping companies build a more equitable and accessible workplace for those who are immunodiverse. By providing companies with concrete ideas they are able to build a more inclusive and accessible company culture and product/service for those with invisible illnesses. With over 133 million Americans managin...
Ep 167 – Worthwhile Content with Erica Gellerman
May 23, 2019 13:42 - 29 minutes - 33.9 MBOn today's episode, Matt is diving into the power of making great content Erica Gellerman. Erica is a marketing consultant and writer specializing in the financial services industry. Her work has been featured in Forbes, Business Insider, DailyWorth, Huffington Post, and Money. Her marketing consulting business, The Worth Project Consulting, helps CPAs, RIAs, and financial services companies generate leads and nurture a loyal client/customer base through digital and content marketing. As an...
Ep 166 – The Happiness Factor with Christy Aleckson
May 21, 2019 16:39 - 34 minutes - 51.2 MBToday Matt welcomes highly sought after speaker and award winning financial processional Christy Aleckson to the show. Christy is the CEO and Founder of Single Point Financial Advisors where she actively works as a financial advisor with individuals, families, and micro/small business owners. She is also a Behavioral Financial Advisor™, an asset to helping her clients identify values and match them to their planning. Christy has built a truly unique and different client experience through u...
Ep 165 – Reach, Engage, and Earn the Female Dollar With Barbara Provost
May 16, 2019 18:48 - 26 minutes - 43.2 MBYour host, Matt, welcomes returning guest Barb Provost to the show to discuss her latest training program: Reach, Engage, and Earn The Female Dollar. No stranger to hard work and challenges, Barbara is the Founder of Purse Strings LLC. Her professional experience, active research, and continuous data gathering activities, led her to discover that women are a tremendously underserved market, to the tune of 20-trillion dollars. And yet, financial firms are leaving this money on the table by fa...
Ep 164 – Your Personal Financial Snapshot With Kyle Christensen
May 14, 2019 16:57 - 28 minutes - 32.1 MBYour host, Matt Halloran, welcomes Kyle Christensen to today’s show to discuss his company and software: Personal Financial Snapshot. Our focus at Top Advisor Marketing Podcast is to provide our listeners with tools to help them build a truly unique service that will separate them from the advisor down the street. Personal Financial Snapshot does just that. Personal Financial Snapshot is designed with the clients’ needs in mind first and uses five core principles: Save at least 15% or more...
Ep 163 – The Power of Recruiting with Tim Martin
May 09, 2019 14:13 - 29 minutes - 49.6 MBYour host Matt shares the mic today with another incredible podcaster, Tim Martin. Today, the two experts are diving into how you can use recruiting as a retention, marketing, and legacy tool. Tim has spent the past 22 years in Voluntary Benefits sales world. He has recruited, hired, and on-board over 2,000 commission only sales agents - making him an expert in the world of recruitment! When he's not building up his business, Tim is the host of Success is Voluntary, a show focused on masteri...
Ep 162 – 7 Podcast Tactics to Grow Your Business
May 07, 2019 18:15 - 36 minutes - 41.9 MBToday Matt and Kirk are back on the mic and switching it up! Kirk is taking over today's episode, and interviewing your regular host, Matt, on the 7 podcast tactics to grow your business. At Top Advisor Marketing, podcasting has been pivotal to the success of the business. Within less than 24 months, we've grown from a book balance of zero to our latest evaluation of over a million dollars. As our central hub to business development and growth - Matt and Kirk understand the value of podcast...
Ep 161 – The Top 10 Arguments Against Niche Marketing – And Why They’re All Wrong!
May 02, 2019 18:16 - 45 minutes - 52.3 MBMatt and Kirk are back on the mics today to discuss an important topic when it comes to building your brand and your business - why advisors avoid using niche marketing and the problems it can cause. With years of experience in branding and finance, Matt and Kirk have repeatedly faced advisors who are unwilling to explore the potential that niche marketing has for their business. They've compiled their list of the ten most common excuses to niche marketing - and they're here to bust them all...
Ep 160 – The Decommodification of Your Services with Kirk Lowe
April 30, 2019 15:30 - 25 minutes - 28.8 MBToday Matt shares the mic with Top Advisor Marketing's Brand Guy, Kirk Lowe, to discuss one of the most important factors to separating yourself from your competition - decommodification. With any service you're forever fighting the fact that there is always someone cheaper. Price tags commodify who we are and what we do in a way that can make our businesses and our brilliance feel small. And it's easy as a business provider to blame your investors or clients for failing to understand just h...
Ep 159 – The College Money Academy with Kelly O’Connor
April 25, 2019 13:16 - 29 minutes - 39.8 MBToday Matt welcomes life long insurance specialist Kelly O'Connor to the show to discuss one of Kelly's incredible creations - The College Money Academy. The College Money Academy was designed to help parents reduce the cost of college. As one of life's major expenses, you as advisor know what your clients go through in order to ensure their children have the best opportunities for the future. And with Kelly's resources, this get's a whole lot easier. You can help your clients save up to 86...
Ep 158 – Creating Compelling Business with Amit Dogra
April 23, 2019 19:22 - 35 minutes - 40.9 MBMatt welcomes Amit Dogra, CEO of Third Seven Advisors to today's episode. Some of you may recognize Amit from his appearance on Permission to Succeed Podcast. where he shared his knowledge on what it means to succeed as a CEO. For today's episode, Matt and Amit are taking this conversation deeper into the world of running a business. The two explore what makes Third Seven Advisors truly unique and different, with an emphasis on how they are able to attract their ideal clients. Three major a...
Ep 157 – Provoking Brilliance with Machen MacDonald
April 18, 2019 13:57 - 25 minutes - 28.8 MBYour host Matt Halloran welcomes long time friend of Top Advisor Marketing Machen MacDonald to today's podcast. Machen is the founder of Pro Brilliance Leadership Institute and is renown in the financial sector as one of the best leadership coaches around. The basic definition of leadership is bringing out the best in ourselves and others. As a business owner are you able to help others to perform at their full potential? Would you define yourself as a successful leader? Or do you even have ...
Ep 156 – Education Planning with Priscilla ONeill
April 16, 2019 18:03 - 26 minutes - 30.3 MBToday your host Matt Halloran is pleased to welcome education planning expert Priscilla ONeill to today's episode to discuss what you can be doing as an advisor to assist your clients with education planning. Priscilla is the president of Summit Scholar and a Certified Educational Planner. At Summit Scholar, Priscilla has designed software and a four phase college strategy process for highschool aged students so that they can have a thorough understanding of their financial AND educational s...
Ep 155 – Defining Global Leadership with Jodi Morris
April 11, 2019 19:57 - 27 minutes - 43.9 MBOn today's episode of Top Advisor Marketing, we're stepping away from the US economy to look at the big picture of global connection and wealth. Your host Matt welcomes Jodi Morris, founder of Connecting Growth Globally, to discuss what it takes to develop global leadership and how it's possible to connect your global growth. Jodi's mission in her work is to help motivated, curious, globally-minded individuals and teams define and harness their values, strengths and story to better maximize ...
Episode 154 – The Art & Science of Marketing with Andrew Healy
April 09, 2019 20:23 - 29 minutes - 33.9 MBAt Top Advisor Marketing we don't look at anyone as "the competition". Which is why it's always a pleasure to host someone else in the financial marketing industry to share their expertise and insights. Joining Matt today is Andrew Healy, co-founder and partner at the financial marketing agency Water & Wall. Andrew co-founded Water & Wall with the expressed purpose of applying his love for capturing clients’ stories and sharing it with the exact right audience to help their businesses grow. ...
Ep 153 – Direct Response Marketing with Seth Greene
April 04, 2019 15:10 - 29 minutes - 33.3 MBToday your host Matt is joined by the one and only Seth Greene to discuss his expertise in direct response marketing. Seth is the nation’s foremost authority on growing your business with a podcast along with being the co-host of the Sharkpreneur podcast with Shark Tank’s Kevin Harrington that was just named “One of the Top 10 Podcasts to Listen to in 2019” by Nasdaq. He is also a 7-time best selling author and has been interviewed everywhere from Forces to CBS Moneywatch. Matt and Seth are...
Ep 152 – Setting Realistic Social Media Goals with Ediri Obor
April 02, 2019 15:43 - 21 minutes - 34.4 MBYour host Matt Halloran is joined by one of our team members and social media specialists Ediri Obor today to discuss setting social media goals. Unrealistic social media goals are one of the biggest obstacles business owners face when it comes to successful marketing. Whether that comes from a lack of understanding of the medium, or the inability to integrate social media in their large scale marketing plan, these unrealistic goals and misuse of social media can hold you back from your mark...
Ep 151 – Equal Pay Negotiations with Katie Donovan
March 29, 2019 14:05 - 28 minutes - 38.5 MBTo finish of Women's History Month, your host Matt Halloran welcomes pay equity expert Katie Donovan to discuss what you can be doing to decrease the wage gap in your business. Katie is the first pay expert to be featured on Top Advisor Marketing Podcast. She began the movement in Massachusetts to ban use of salary history in hiring and compensation decisions which has had a dramatic impact on lessening the pay gap. She is now a consultant and owner of Equal Pay Negotiations (EPN). Her work ...
The Compounding Impact of Marketing to Women with Podcasts: How to Maximize Your ROI Featuring Adri Miller-Heckman, Part 3 (Ep. 150)
March 26, 2019 20:20 - 41 minutes - 46.9 MBYour host Matt welcomes returning guest Adri Miller-Heckman for the final installment of their three-part mini-series titled: The Compounding Impact of Marketing to Women With Podcasts: How to Maximize Your ROI. For their final segment together, Matt and Adri discuss how you go about bringing products and services to market. With all things in business, you need to be willing to take a risk with your marketing. Not every strategy or idea is going to work 100%. From today's episode, you're ...
Episode 150 – Part 3: The Compounding Impact of Marketing to Women with Podcasts: How to Maximize Your ROI Featuring Adri Miller-Heckman
March 26, 2019 16:20 - 41 minutes - 46.9 MBYour host Matt welcomes returning guest Adri Miller-Heckman for the final installment of their three-part mini-series titled: The Compounding Impact of Marketing to Women With Podcasts: How to Maximize Your ROI. For their final segment together, Matt and Adri discuss how you go about bringing products and services to market. With all things in business, you need to be willing to take a risk with your marketing. Not every strategy or idea is going to work 100%. From today's episode, you're ...
The Compounding Impact of Marketing to Women With Podcasts: How to Maximize Your ROI Featuring Adri Miller-Heckman, Part 2 (Ep. 149)
March 21, 2019 17:54 - 30 minutes - 35.4 MBYour host Matt welcomes returning guest Adri Miller-Heckman to part two of their three-part mini-series titled: The Compounding Impact of Marketing to Women With Podcasts: How to Maximize Your ROI. On today's episode, Adri discusses the most common questions and concerns she hears from women about podcasting. With Adri hosting the interview, listen in and learn from your host Matt how you can overcome some of the apprehensions about podcasting and sharing your story. In addition, you'll disc...
Ep 149 – Part 2 of The Compounding Impact of Marketing to Women with Podcasts: How to Maximize Your ROI Featuring Adri Miller-Heckman
March 21, 2019 13:54 - 30 minutes - 35.4 MBYour host Matt welcomes returning guest Adri Miller-Heckman to part two of their three-part mini-series titled: The Compounding Impact of Marketing to Women With Podcasts: How to Maximize Your ROI. On today's episode, Adri discusses the most common questions and concerns she hears from women about podcasting. With Adri hosting the interview, listen in and learn from your host Matt how you can overcome some of the apprehensions about podcasting and sharing your story. In addition, you'll disc...
The Compounding Impact of Marketing to Women With Podcasts: How to Maximize Your ROI featuring Adri Miller-Heckman, Part 1 (Ep. 148)
March 19, 2019 23:53 - 28 minutes - 32.5 MBYour host Matt welcomes returning guest Adri Miller-Heckman to part one of their three-part mini-series titled: The Compounding Impact of Marketing to Women With Podcasts: How to Maximize Your ROI. Adri is a globally recognized speaker, author, and consultant in the financial industry. She is the founder of femXadvisor™, a professional training and coaching business designed to help advisors generate exponential growth with the femXadvisor™ process to create a female-friendly, results-orient...
Ep 148 – The Compounding Impact of Marketing to Women With Podcasts: How to Maximize Your ROI featuring Adri Miller-Heckman
March 19, 2019 19:53 - 28 minutes - 32.5 MBYour host Matt welcomes returning guest Adri Miller-Heckman to part one of their three-part mini-series titled: The Compounding Impact of Marketing to Women With Podcasts: How to Maximize Your ROI. Adri is a globally recognized speaker, author, and consultant in the financial industry. She is the founder of femXadvisor™, a professional training and coaching business designed to help advisors generate exponential growth with the femXadvisor™ process to create a female-friendly, results-orient...
Ep 147 – Tips to Creating Your Marketing Calendar with Kaley Lewis
March 15, 2019 15:26 - 33 minutes - 38.2 MBYour host Matt Halloran is welcoming back a returning guest and one of Top Advisor Marketing's very own Kaley Lewis to discuss how you can create timely and engaging marketing calendars. The two social media veterans discuss the value in adding timely and sometimes humorous posts to your regular social media calendar, how you can use an annual structure to create content for your podcast or blog, and some of their favourite "days" to celebrate. Let Matt and Kaley help you build your marketi...
Ep 146 – Creating Your Story Brand with Amy Huth
March 12, 2019 18:28 - 32 minutes - 36.8 MBYour host Matt Halloran welcomes Amy Huth, founder and CEO of Due North Brand Consulting to today's show to discuss how you can use storytelling to further develop your brand. Story branding has been in the industry for a while now, but many advisors haven't been executing the practice to it's fullest potential. With over 16 years of experience, Amy understands what it takes to make your brand a priority and how you can take your brand and your bottom line to the next level using storytellin...
Ep 145 – Flourish Financially with Kathy Longo
March 07, 2019 14:02 - 22 minutes - 51.5 MBOn our second episode of Women's month, your host Matt Halloran welcomes Kathy Longo, CFP®, CAP®, CDFA to discuss her newest book Flourish Financially: Values, Transitions, and Big Conversations. Kathy brings 25 years of experience and her extensive knowledge and wisdom working as a wealth manager, financial planner, firm manager, and business owner to her writing and this podcast! Kathy's new book, Flourish Financially: Values, Transitions, and Big Conversations, explores how the concept o...
Episode 144 – Social Media Changes of 2019 with Julia Ritchie
March 05, 2019 20:54 - 20 minutes - 30.4 MBYour host Matt Halloran welcomes one of Top Advisor Marketing's very own Julia Ritchie back to the mic today to dive into what's happening in social media! Julia is one of our social media specialists at Top Advisor Marketing and one of her primary focuses is keeping us current with the ever evolving changes that are happening on your social platforms. One of our top priorities for our clients is to please the algorithm with every post we make, and with Julia's help we're able to stay on top...
Ep 143 – The Taylor Method with Eszylfie Taylor
February 28, 2019 16:00 - 27 minutes - 31.7 MBToday Matt welcomes award winning advisor, broker and agent Eszylfie Taylor! With nearly two decades in the business, Eszylfie has managed to succeeded exponentially in the trenches and through his experiences created The Taylor Method, the topic of today's podcast. The Taylor Method is an accumulation of Eszylfie's career triumphs and failures. Derived from over 16,000 client interviews, the Taylor Method puts all the ideas, tools, language and processes for success in one convenient online...
Ep 142 – The Intersection of Leadership, Character, and Ethos with Dr Sean Hannah
February 27, 2019 16:27 - 31 minutes - 50.7 MBEthos is defined as the core values, beliefs and ideal that a leader will hold and manifest out to positively influence others and organizations. Do you recognize the ethos in yourself as a business leader? Or are you trying to cultivate your own sense of ethos? If you've got questions about your leadership skills, ethos, or how to build the characteristics of a leader, this podcast is for you! Today Matt is joined by Dr Sean Hannah, a Wake Forest University School of Business professor, re...
Ep 141 – Marketing as an OSJ with Craig Snyder
February 21, 2019 17:52 - 22 minutes - 25.4 MBIt's a first for our host Matt Halloran as he welcomes our first OSJ to the show, Craig Snyder. Craig is the CEO and Founder of the America Group, a premier financial services group at LPL Financial. With over 40 years in the business, Craig understands what it takes to develop a strong brand and flourishing business. With our focus on bringing you, our listeners, something unique and different with every podcast Matt is thrilled to sit down and discuss Craig's extensive experience and the ...
Ep 140 – Business Marketing Strategy with Diederik Heinink
February 19, 2019 17:18 - 22 minutes - 25.9 MBMatt welcomes another international guest to today's show, Diederik Heinink, to discuss some of his experience building business marketing strategies and what you can do to change yours! Diederik has a resume a mile long with experience building brands and business all over the world. He recently opened up his own company, East Marketing, which specializes in designing marketing strategies for #FinTech companies and where he serves as founder and CEO. Diederik shares in his expertise and ad...
Ep. 139 – Becoming a Great Host with Celeste Headlee
February 14, 2019 16:37 - 28 minutes - 46.9 MBIn our most meta podcast to date, Matt is joined by public radio journalist and author Celeste Headlee to discuss what it takes to become a great host. Some of you may recognize Celeste's name from her work with a variety of publications including NPR, PBC, GPB, and PRI. In addition to her spoken work, Celeste is the author of two books, We Need to Talk: How to Have Conversations That Matter, and Heard Mentality: An A-Z Guide on How to Take Your Podcast or Radio Show from Idea to Hit. Toget...
Ep 138 – Revolutionizing Recruiting with Amir Bormand
February 12, 2019 20:51 - 24 minutes - 28.2 MBAre you ready to change the way you think about recruiting? Matt Halloran is joined by Amir Borand, co-founder of Elevano, and a new age expert in recruiting. Amir and along with his founding partner, are out to change the way people recruit. Using social media, Elevano helps employers find the right people and bring them into their business. Leveraging digital content, Amir is trying to break away from traditional methods of recruiting, to create a space that is open to a much more social c...
Ep 137 – 2019 Marketing Trends with Luke Acree
February 07, 2019 16:26 - 27 minutes - 31.9 MBWith the first month of 2019 behind us, it's time to refocus on marketing! Host Matt Halloran welcomes returning guest Luke Acree of ReminderMedia back to the microphone today to discuss the biggest marketing trends of 2019. Luke is one of the founding partners of ReminderMedia, where they provide marketing services beyond the financial sector giving them the edge on marketing strategies and success stories. Luke offers some of his best advice to keep your marketing relevant throughout 2019....
Ep 136 – The Man Behind the Voice with Aric Johnson
February 05, 2019 13:55 - 20 minutes - 23.8 MBTo welcome in a new month, your host Matt Halloran is featuring one of his team mates and long time friends, Aric Johnson. Some of you may recognize Aric as the host of several of our Top Advisor Marketing client podcasts, but his work goes beyond our microphones. Aric is a business coach/consultant, the VP of Advisor Development at Christian Wealth Management, and a professional speaker. Aric brings all that experience to our clients at Top Advisor Marketing, and directs so that they can b...
Ep 135 – The Value of Vision with Karen Coyne
January 31, 2019 18:02 - 28 minutes - 32.6 MBMany financial advisors have a vision. A vision for their business, a vision for their growth, and a vision for their team. To achieve any of these visions, you have to set goals. But are you using vision to its fullest potential with your client base? Our host, Matt Halloran, welcomes CFP® and vision expert Karen Coyne to our latest episode to discuss how vision can be a year-round discussion with your clients. With her unique approach to focusing on vision, Karen doesn't center her financi...
Ep. 134 – Building a Successful Partnership with Marci Bair & Victor Orozco
January 29, 2019 14:00 - 31 minutes - 35.8 MBOftentimes advisors want to grow their business and pass down their knowledge. To do so, they bring on interns and a lot of the time, it goes horribly wrong. Has that ever happened to you? Perhaps you weren’t great at managing, articulating your expectations, or you just haven’t found anyone you really connect with. Joining our host, Matt Halloran, is returning guest Marci Bair and her partner, Victor Orozco, of Bair Financial LLC to discuss how you can build a successful partnership withi...
Ep 133 – Professional Style with Rich Mbariket
January 24, 2019 14:00 - 21 minutes - 24.2 MBAre you interested in growing your professional wardrobe? Is it time to add a splash of color or a new fabric to those tried-and-true suits? Have you always taken pride in your appearance, but you're not sure what the next steps are? If you've asked yourself those questions, this is the episode for you! Matt welcomes personal stylist and menswear professional Rich Mbariket to today's show to discuss easy tips to help men spice up their wardrobes. As the founder of his self-named company, l...
Ep 132 – Lifestyle Marketing with Eric Gaddy
January 22, 2019 09:00 - 23 minutes - 27.1 MBMore and more, we see people promoting the concept of work-life balance. If you're ready to offer your clients the opportunity to retire early and get on living, you'll love our next/returning guest Eric Gaddy! As the author and owner of Retire Early, Eric is an expert in getting your financial house in order so that you can live life outside the office. Today with our host, Matt Halloran, Eric will discuss how financial professionals can use the retire early lifestyle to market and prospect...
Ep 131 – Revolutionizing Asset Management with Scott MacKillop
January 17, 2019 20:31 - 26 minutes - 30.6 MBOur host, Matt Halloran, is continuously looking to bring on guests who offer something unique and different that you can apply to your own practice to stand out from the advisor down the street. Joining Matt today is industry veteran Scott MacKillop to discuss his revolutionary business, First Ascent Asset Management. Here are just a few of First Ascent's unique offerings for advisors: 1. The industry's first flat-fee asset management services. 2. Elegantly simple portfolios that focus on...
Ep 130 – Social Media Methodology with Ian Moyse
January 15, 2019 15:09 - 27 minutes - 31.9 MBIf you've been wondering about the value of social media in your financial practice, our expert guest Ian Moyse offers his insight into the true value of social media in your prospecting efforts. Joining host Matt Halloran from across the pond, Ian is the sales director of Natterbox, a done for your digital communications solution. These two social media gurus explore the hard and fast reality that social media isn't your technology fix. It will never replace traditional methods. But workin...