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Episode 218: How to Stay on the Forefront of Marketing in the 401(K) Space — With Aaron Pottichen

What 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

Named 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...


Episode 216 – 8 Content Marketing Trends for 2020

When 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...


Special Series Part 3: Your Preview of the Retirement & Longevity Summit — With Ross Marino

How 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’...


Special Series Part 2: Surprising Features That Make or Break Industry Conferences — With Ross Marino

Have 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

Most 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

What 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...


Episode 214 – How to Rank Higher in Google’s Search Results — With Samantha Russell

Is 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...


Episode 213 – How to Develop Your Executive Presence — With Steve Kosch

Are 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...


Episode 212 – PR Strategies That Get Advisors the Most Attention — With Warren Weeks

Do 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...


Episode 211 – Business Tips for a Dialed-In and Successful 2020

There 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...


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 social...


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 elements...


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...


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:...


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-marketing...


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...


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 keep the...


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...