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United States

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English

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Episodes

MarketCounsel Summit Series: Operational Readiness: Getting out of Your Own Way with Mike Reed

12/15/2018
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If you’re a CEO, then you have an overflowing to-do list. But how many items on that list are things that you just don’t want to do? Chances are, an operations manager would love to take on those tasks. Mike Reed, the chief operating officer of Dakota Wealth Management, is here to explain why hiring an operations manager is an investment you won’t regret. Learn how to create operational readiness in your firm and stop impeding your own potential. Tune in now to learn more! Resources: Dakota...

Duration:00:27:06

MarketCounsel Summit Series: Forget Everything You Thought You Knew About Being a Fiduciary with Don Trone

12/15/2018
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The episode you’re about to listen to will challenge mainstream ideas about what it means to be a fiduciary. Get ready to shift your perspective with Don Trone, a MarketCounsel Summit keynote speaker. Don explains why the CFP Board is one of the biggest problems in the fiduciary space, and how he has literally written the book that integrates leadership, stewardship, and governance. Tune in now to learn more! Resources: 3ethos

Duration:00:29:04

MarketCounsel Summit Series: The Most Important Data Questions Advisors Are Not Asking—with George Svagera

12/15/2018
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Next up on the MarketCounsel Summit series is keynote speaker George Svagera of Orion. Fresh off the stage, George is here to address advisors’ biggest pain points with data and technology. George has worked with a lot of advisers who went through the evaluation process for an operating system, made a decision, and then six months later they’re seeking out different providers. In this episode, George explains how advisors can get it right the first time and make a decision that sticks. Tune...

Duration:00:19:38

Market Counsel Summit Series: Cracking the Merger and Acquisition Code with Greg Friedman

12/15/2018
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Many advisors dream of doing an acquisition or merger, but being successful in these ventures is a whole other conversation. Luckily, the next guest on the MarketCounsel Summit series can speak to making these moves successfully. Greg Friedman, CEO of Private Ocean, shares his experiences with small beginnings, merging, and keeping company culture and philosophy top of mind. Tune in now to learn more! Resources: Private Ocean

Duration:00:30:13

MarketCounsel Summit Series: Turn Fearful Clients into Fearless Investors with Aaron Klein

12/15/2018
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You’re probably familiar with Riskalyze, but have you considered its powerful marketing capabilities? Riskalyze’s CEO and co-founder, Aaron Klein, is here to explain how this tool could be the differentiator between you and the advisor down the street. In this episode, Aaron discusses how to use Riskalyze to drive alignment between clients and portfolios—which we all know builds trust between advisors and clients. Tune in and learn more about this powerful client acquisition and retention...

Duration:00:28:52

12 Days of Marketing – Business Life Integration

12/12/2018
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All work and no play makes Jack a dull boy. These words of wisdom come to life in today's episode as Matt and Coach Joe explore how advisors can handle business/life integration. Balance is a struggle in every area of our lives, whether it be our diets, our relationships, or our professions. So take some time and learn how you can balance and integrate your personal and professional life today!

Duration:00:10:06

12 Days of Marketing – Evaluate and Benchmark

12/11/2018
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Benchmarks are a cornerstone to your business success. They give you an opportunity to reflect, evaluate, and challenge yourself in the upcoming year to meet goals. However, benchmarks can be another one of those tasks that simply gets forget. As people say, when something works well, we tend to stop doing it simply because we don't acknowledge or allocate for it. Coach Joe has a three part process to help you wrap up 2018 and set yourself on a better path for 2019. Get your benchmarks set,...

Duration:00:12:00

12 Days of Marketing – Plan To Do The Plan

12/10/2018
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We all have "plans" but what makes plans a reality? Actually DOING them. So when it comes to building your business plan what's stopping you? For many of us it's that we simply right it down as something to get done, without taking the necessary steps to make it happen. Whether that's blocking our calendar time, arranging a coaching session to prepare for the plan, or simply getting your team together to discuss the business you're building. Listen in as Coach Joe explains the value in...

Duration:00:10:07

12 Days of Marketing – Why Advisors Fail

12/7/2018
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Failure. It's not a topic anyone likes to dwell on, yet let's face - we all fail. Including advisors. And one of the major areas advisors tend to fall down is in creating their own business plan. Once again, Matt Halloran is joined by the business planning guru Coach Joe Lukacs, to discuss what types of tools and techniques Joe brings to his advisor clients to get them through the struggle that is advisor planning. Don't let past business plan failures impede your future success! Links:...

Duration:00:12:27

12 Days of Marketing – Why Do a Plan?

12/6/2018
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It's the beginning of the 12 days of Marketing! To celebrate the holidays and Business Planning month, our host Matt will be joined by Joe Lukacs, AKA Coach Joe, for the next 12 episodes to discuss with us how to create a rockstar business plan for 2019. To kick start the marketing season, Joe and Matt dive into the value of having a proper business plan. If this is something you've always considered doing but couldn't find the time or see the value, tune into this episode to find out the...

Duration:00:14:30

Ep 127 – Getting Holiday Social with Kaley Lewis

12/4/2018
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Is your holiday social calendar lacking in substance? Or have you simply let your social media presence fall to the way side now that December 1st is behind us? Why not get your social media calendar looking as active as your personal calendar this holiday season with a few quick tips for holiday engagement! Host Matt Halloran is joined by our very own Kaley Lewis to discuss five tips to making your holiday social shine! By adding some festive and engaging content, you'll be sure to create...

Duration:00:17:39

Ep 126 – Being a Category of One with Joe Calloway

11/29/2018
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On this episode of Top Advisor Marketing, Matt Halloran welcomes Joe Calloway to discuss one of his many books, Becoming A Category of One: How Extraordinary Companies Transcend Commodity And Defy Comparison. Joe helps leaders focus on what is truly important, inspires new thinking about effective leadership, and motivates them to immediate action. As many businesses today follow a cookie-cutter plan, to become a Category of One you must discover how to decommonditize your business and stand...

Duration:00:28:14

Ep 125 – Hosting a Successful Seminar with Mike Thurman

11/27/2018
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Do you find your seminars are lacking that punch that results long potential prospects lists? Matt explores the top three strategies for hosting a successful seminar with returning guest, Mike Thurman, co-founder of White Glove Workshops. Mike has over 25 years experience in the financial industry and has hosted over 1000 educational seminars, making him an expert in the field. Along with Matt, Mike reviews his three key components to seminar success: plan the process, possess the heart of a...

Duration:00:27:39

Ep 124 – The Value of Tech Integration with Kristen Schmidt

11/20/2018
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Today Matt is diving into the importance of technology integration with tech strategist, speaker, consultant, and founder of RIA Oasis, Kristen Schmidt. Integrating your technology not only helps make things easier around your office, it can free up time so you can do more in your practice while creating better client services/experience, and creating seamless prospecting. Oftentimes advisors fail to use their technology to the fullest potential - with most firms only using 20-30% of what...

Duration:00:34:15

Ep 123 – Power of the Purse with Lynn Evans

11/16/2018
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Have you ever thought you had such a great idea—someone might just pay you to read it? Often times advisors reach a point in their development where they're told to put pen to paper and draft the next best financial read. But how many of us consider what a great opportunity a book can be for marketing? Joining Matt today is fellow podcaster, author, CFP®, and speaker Lynn S. Evans to discuss how she developed, marketed, and wrote her book, Power of the Purse. Lynn is a national leader in the...

Duration:00:30:51

Ep 122 – The Money Personalities with Scott & Bethany Palmer

11/13/2018
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As a financial advisor - how do you differentiate yourself? Realistically, pricing and services are pretty constant across the board now, so what's left to make you stand out? The answer is your client relationships. Joining Matt today is the incredible power couple Scott and Bethany Palmer of the Money Couple to discuss one of the biggest buzzwords in financial services, behavioral finance. In today's episode, learn how you can use this tool to successfully differentiate yourself from your...

Duration:00:40:22

Ep 121 – Merging Your Firms with Jennifer Goldman

11/9/2018
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Matt is joined by returning guest Jen Goldman, of Jennifer Goldman Consultants to discuss a big topic, with little content - how to merge a CPA firm with a wealth management firm. As a business transformation consultant Jen has experienced first hand the growing pains that come from merging these two businesses. When her journey began, she sought all the material and advice should could online, and surprisingly, came up pretty empty handed. With over 50% of CPA firms now offering some form...

Duration:00:32:46

Ep 120 – Getting Stuff Done with Dave Crenshaw

11/6/2018
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Best selling author, speaker, business coach Dave Crenshaw joins Matt Halloran today to discuss what he knows best - accountability and time management. Dave is a particular expert in his field as his personal background isn't that he's a classic type A person. On the contrary, Dave has been diagnosed with ADHD, making him inherently disorganized. Unlike many others we often hear from explaining to us how to stay focused, Dave has overcome his natural instinct for chaos and can now behave as...

Duration:00:35:26

Ep 119 – Reaching your Ideal Client with Susan Danzig

11/2/2018
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Today on Top Advisor Marketing Podcast, host Matt Halloran interviews business development expert Susan Danzig! For over 25 years, Susan has worked as a business coach helping her clients understand, appreciate and clarify their true value, define their specialization, and create effective marketing strategies. As a Master in Neuro-linguistic Programming Coach, Susan has dedicated herself to freeing her clients from the human condition that causes us to limit our beliefs in our success....

Duration:00:30:36

Ep 118 – Top 10 Interview Tips with Matt Halloran

10/30/2018
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Switching up sides of the mic today, Kirk sits down to interview our regular host Matt Halloran! Together, the two are diving into the top 10 interviewing tips. If you're a podcaster wanting to up your game, or perhaps someone who frequently makes appearances on other people's podcast, Matt has the ten things you need to be doing to create engaging dialogue and quality content. Be sure to listen in with Matt and Kirk today!

Duration:00:41:17