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Top Advisor Marketing Podcast

Education Podcasts

Where you’ll learn how to become a prolific online influencer, attract more ideal clients and grow your practice. Brought to you by Top Advisor Marketing, a Done-For-You podcasting solution built just for trusted advisors. Co-hosted by Matt Halloran and Kirk Lowe. http://topadvisormarketing.com/ 286290

Where you’ll learn how to become a prolific online influencer, attract more ideal clients and grow your practice. Brought to you by Top Advisor Marketing, a Done-For-You podcasting solution built just for trusted advisors. Co-hosted by Matt Halloran and Kirk Lowe. http://topadvisormarketing.com/ 286290

Location:

United States

Description:

Where you’ll learn how to become a prolific online influencer, attract more ideal clients and grow your practice. Brought to you by Top Advisor Marketing, a Done-For-You podcasting solution built just for trusted advisors. Co-hosted by Matt Halloran and Kirk Lowe. http://topadvisormarketing.com/ 286290

Language:

English

Contact:

1.877.260.5710


Episodes

Episode 293 – Want Clients for Life? Give Them Freedom to Pursue Their Passions –– With George Kinder

4/13/2021
If you can help your clients discover their most meaningful and deeply felt aspirations, they’re likely to stay with you for life. In this episode, Matt Halloran is joined by George Kinder, the founder and president of The Kinder Institute of Life Planning. George is sharing how you, as an advisor, can guide your clients through conversations that get to the heart of what they want in their life. This Life Planning method lays the groundwork for warm, empathic, and lasting client...

Duration:00:31:15

Episode 292 – Thinking About Podcasting? Here’s What It’s Like To Podcast With ProudMouth –– With Malcolm Ethridge

4/6/2021
If you’re thinking about starting a podcast and using one of our services to make it happen, this episode is for you! You’re about to discover what the client onboarding process is all about. In other words, what happens after you say yes to podcasting with ProudMouth! In this episode, Matt Halloran talks to one of our clients, Malcolm Ethridge. Malcolm is a financial advisor at CIC Wealth and the host of The Tech Money Podcast. Malcolm shares what it was like for him to start his podcast...

Duration:00:44:30

Episode 291 – Diversity Inclusion: How To Make Your Social Media Content Accessible –– With Alexa Heinrich

3/30/2021
Creating accessible content is the right thing to do. Because you care about your audience and their experience with your brand. In this episode, Matt Halloran talks to Alexa Heinrich, a digital accessibility expert. Alexa unpacks simple fixes you can implement right away to make your social media more accessible. She also discusses inaccessible practices (that people go out of their way to do) that everyone needs to kick to the curb. You will learn: The crucial first step to making your...

Duration:00:27:20

Episode 290 – Little Things That Make Your Brand Unforgettable –– With Sheri Fitts

3/23/2021
A coffee mug on your desk, the color of your walls, what you play on your office TV, and maybe even a pair of polka dot socks. These small details are easy to overlook. But they carry huge potential for creating an unforgettable brand. In this episode, Matt talks to Sheri Fitts, a nationally recognized speaker and host of the “Women Rocking Wall Street” podcast. Over the past 30 years, Sheri has helped countless advisors achieve an unbelievably high level of brand consistency. Now, Sheri is...

Duration:00:29:14

Episode 289 – Stop Being Sales-y on LinkedIn (Build Relationships Instead) –– With Charlie Van Derven

3/16/2021
Sales has fundamentally changed. Before people consider saying yes to services, they want to know that you genuinely care about them. They want to be sure that they can trust you. In this episode, Matt talks to Charlie Van Derven, founder of Social Advisors, about how to move away from selling to start having meaningful interactions with prospects on LinkedIn. Charlie unpacks his four-step process to building relationships through LinkedIn messaging and then goes on to demystify the...

Duration:00:38:16

Episode 288 – 5 Mistakes That Keep Podcasters From Building a Loyal Audience

3/9/2021
Every podcaster hopes to have loyal listeners. These are the people who know what day you release new episodes on, are super eager to tune in, and never miss an opportunity to recommend your podcast to their friends. Sounds awesome, right? So what holds some podcasters back from building this level of loyalty? In this episode, Matt and Kirk dig into this big question. They walk you through the five mistakes that keep podcasters from building a strong base of loyal fans. You will get the same...

Duration:00:33:54

Episode 287 – Underused Marketing Tactics That Are Absolute Gold for Advisors –– With Claire Akin

3/2/2021
Your competition is consistently adding new prospects to their email lists and getting meetings with ideal prospects. How? By using proven digital marketing tactics that most advisors just aren’t doing! In this episode, Matt talks to Claire Akin, the founder of Indigo Marketing Agency, a marketing consultant company that specializes in working with financial services professionals. They unpack Claire’s marketing checklist, which is full of the underused tactics that top advisors use to...

Duration:00:31:54

Episode 286 – Why Outsourcing C-Suite Roles Boosts Your Business’s Efficiency –– With Sarah Koenig & Lisa Ferguson

2/23/2021
Most small businesses can’t afford to hire an employee for every area of their business. And if you try to handle everything yourself, that reduces your efficiency tremendously. So, what’s the solution? It’s simple –– outsourcing! In this episode, Matt is joined by Lisa Ferguson, our very own COO at ProudMouth, and Sarah Koenig, the remote fractional COO at Optimize Advisory. Drawing from their experiences, Lisa and Sarah share how small business owners benefit from bringing outside talent...

Duration:00:29:54

Episode 285 – How To Turn a Podcast Into Your Main Source of New Business –– With Taylor Schulte

2/16/2021
Ten clients hired Taylor Schulte’s financial firm directly from his podcast last year, generating about $100,000 in recurring annual revenue. Taylor’s podcast has become his primary source of new business. But, his podcast wasn’t an overnight success. Taylor even says, “I've poured my blood, sweat, and tears into this thing.” So then, what does it take to evolve a podcast into a content marketing machine that turns listeners into ideal clients? In this episode, Matt and Kirk talk to Taylor...

Duration:00:38:20

Episode 284 – Top 5 Reasons To Outsource (Even if You’re a Self-Described Control Freak)

2/12/2021
Ever since we started outsourcing last year, we’ve been able to take our internal efficiency and the value of our services to a whole new level. In this episode, Matt and Kirk unpack the five biggest reasons for advisors to start outsourcing. They draw from their experiences at ProudMouth to share how our company has benefitted in ways they’d never imagined from bringing in outside talent. And, along the way, Matt and Kirk uncover the biggest outsourcing opportunities for advisors. You will...

Duration:00:33:20

Episode 283 – How To Leverage the Power of Outsourcing Through a Network of Referral Partners –– With Brad Wales

2/2/2021
One of the greatest benefits of outsourcing is that it allows you to build a narrow focus and work on areas in which you’re truly an expert. In this episode, Matt talks to Brad Wales, the founder of Transition To RIA. With over 10 years of experience in the RIA model, Brad has developed a deep bench of referral partners who help him provide better services to his clients. Today, he dives into how he effectively outsources several aspects of his business and how much value outsourcing adds to...

Duration:00:25:48

Episode 282 – Why Posting on Every Social Media Platform Imaginable Doesn’t Create Influence –– With Mohit Rajhans

1/26/2021
It’s time to rethink the conventional advice from marketing gurus who say you must be on every social media platform if you want to become a subject matter authority. In this episode, Matt talks to Mohit Rajhans, the co-founder of Think Start and author of “Rethinking Your Content.” Mohit starts out by encouraging you to be strategic with your social media platform of choice, even if it’s tempting to strive for omnipresence. Matt and Mohit then go on to discuss digital trends and several...

Duration:00:36:45

Episode 281 – What It Actually Takes To Get Leads: 5 Forgotten Marketing Rules

1/19/2021
When we talk to advisors about starting their own podcast, their first question is: “When will I get leads?” Of course, getting leads –– that turn into ideal clients –– is the ultimate goal; but there are five essential marketing rules that you must put in place in order for that to happen. Today, Matt and Kirk unearth the marketing rules that advisors keep skipping past at the expense of their time, money, and hopes of having a marketing plan that actually generates leads. Listen in as they...

Duration:00:25:05

Episode 280 – How This Advisor Gets 10,000 Listens Every Month by Podcasting About Life (Not Money!) –– With Jimmy Williams

1/12/2021
Put yourself in your prospect’s shoes. Would you enjoy listening to a podcast that gives you a boring rundown on a financial topic? Or worse, is clearly trying to sell to you? Probably not. People don’t want to be sold to. They listen to podcasts to be entertained and inspired. In this episode, Matt joins Jimmy Williams, founder of Compass Capital Management and the host of Live a Life by Design podcast. They dive into Jimmy’s proven strategies for attracting 10,000 unique listeners every...

Duration:00:32:33

Episode 279 – 3 Popular Myths That Stop Advisors From Starting a Podcast

1/5/2021
Do you have fears that hold you back from starting a podcast? Or, maybe without realizing it, you believe in three myths that discourage too many advisors from podcasting. In this episode, Matt and Kirk bust the most common myths about podcasting wide open! As relatable and candid as ever, they reflect on their own experiences as new podcasters to talk about how they’ve improved. Matt and Kirk also reveal statistics and client outcomes that turn these myths on their head. You will learn: How...

Duration:00:26:55

Episode 278 – How To Use Multiple Forms of Media To Become a Subject Matter Authority –– With Jason Pereira

12/29/2020
When a prospect discovers you through your content and experiences your expertise, your credibility as an advisor goes through the roof! Today, Matt is joined by Jason Pereira, a portfolio manager, entrepreneur, lecturer, FinTech expert, writer, podcaster, and award-winning financial planner! Jason shares the secrets behind his productivity and how he has used several forms of media to become known as Canada’s most recognizable name in FinTech. In this episode, you will learn: How getting a...

Duration:00:27:52

Episode 277– Why Top Advisors Are Rebranding Their Client Meetings –– With Duncan MacPherson

12/22/2020
Attention advisors! It’s time to re-introduce yourself to your favorite clients so they understand and appreciate your value completely! Today, Matt is joined by Duncan MacPherson, the CEO of Pareto Systems. Join them as they discuss several ways to rejuvenate your client relationship and reinforce your value proposition through rebranded meetings and proven marketing strategies for today’s advisors. You will learn: How to use strategic, agenda-driven meetings to elevate the client...

Duration:00:26:53

Episode 277– Why Top Advisors Are Rebranding Their Client Meetings –– With Duncan MacPherson

12/22/2020
Attention advisors! It’s time to re-introduce yourself to your favorite clients so they understand and appreciate your value completely! Today, Matt is joined by Duncan MacPherson, the CEO of Pareto Systems. Join them as they discuss several ways to rejuvenate your client relationship and reinforce your value proposition through rebranded meetings and proven marketing strategies for today’s advisors. You will learn: How to use strategic, agenda-driven meetings to elevate the client...

Duration:00:26:53

Episode 276 – How to Make Extremely Accurate Documentation Ridiculously Easy –– With Maree Moscati

12/21/2020
Imagine having your prospect and client meetings so well documented that you can pick up exactly where you left off from the previous meeting or call. That would show your prospects and clients that you’re really listening and paying attention to them. But, too often, advisors forget to type their notes after meetings. And the details that would’ve won the prospect or elevated the client experience vanish into thin air. Today, Matt is joined by Maree Moscati, the CEO of Copytalk, which is a...

Duration:00:29:07

Episode 276 – How to Make Extremely Accurate Documentation Ridiculously Easy –– With Maree Moscati

12/15/2020
Imagine having your prospect and client meetings so well documented that you can pick up exactly where you left off from the previous meeting or call. That would show your prospects and clients that you're really listening and paying attention to them. But, too often, advisors forget to type their notes after meetings. And the details that would’ve won the prospect or elevated the client experience vanish into thin air. Today, Matt is joined by Maree Moscati, the CEO of Copytalk, which is a...

Duration:00:29:07