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United States

Language:

English

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Episodes

Episode 97 – Marketing Secrets with Kristen Judd

8/16/2018
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On Top Advisor Marketing Podcast we are always looking for people who are doing something from a marketing perspective that is unique and different. We aim to provide our audience with a variety of techniques and strategies that can execute in their own offices to see their marketing transform into sales. Today's guest brings experience and her own unique twist to creating sustainable and successful marketing. Joining us is Kristen Judd of Money Secrets and Five Rings Financial. Kristen has...

Duration:00:25:11

Episode 96 – Next Level Niche with Marci Bair

8/14/2018
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If you haven't noticed, we love to talk about your niche on Top Advisor Marketing Podcast. Having a real and focused niche enables advisors to make a larger impact in their area of interest, and grow their business exceptionally well. In today's episode we are diving back into niche financial planning with Marci Bair, President of Bair Financial Planning, and soon to be published author of the Social Responsibility Tool Kit. With over 25 years of experinece working with female executives,...

Duration:00:27:13

Episode 95 – The Sales Side of Business with Wes Schaeffer

8/11/2018
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A major component of what we teach on Top Advisor Marketing is that marketing isn't sales. And sales isn't marketing. In order to best showcase this for our audience we've brought on an incredible new guest who's breadth and understanding of sales is sure to leave you feeling educated and fired up about catching that next sale. Today Matt welcomes TedX speaker, author, and owner of the Sales Whisper, Wes Schaeffer. Wes broke out on his own in the world of finance in 2009. Since then he has...

Duration:00:27:14

Episode 94 – Empowering Women in Finance with Katie Burke and Bridget Grimes

8/8/2018
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Did you know that fewer than one in four CFP® professionals are women and it’s been that way for at least a decade? Financial planning can be a great place for women to work, grown and thrive. So, why is it not attracting more women? Its an industry about building relationships, problem solving, having control over your work and problem solving. All characterstics of a great field that should be appealing to both men and women. Yet the continued male dominance has created a disparity in...

Duration:00:31:15

Episode 93 – Diversity and Inclusion in Finance with Robyn Pollack

8/3/2018
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When you look around the room at financial conference, it's probably come to your attention that there just isn't much diversity in the crow around you. You may not even need to be at a conference to notice the lack of diversity in the financial sector, you may be able to tell simply from looking at your office. If this sounds like you, first off you're not alone. And second, there are professional who can help you, such as this week's guest, Robyn Pollack. Robyn is the president and founder...

Duration:00:29:19

Episode 92 – Creating Space for Serving Women with Barbara Provost

8/3/2018
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Do you feel as though your firm might be missing something? Or more specifically, someone? For decades now, many of us in the financial service industry have ignored 51% of the population, AKA the women. Matt is joined today by Barbara Provost of Purse Strings, LLC and Provost Consulting to discuss how you can change this and what opportunities there are for advisors to best serve women. Barbara is an expert on women. With a doctorate in education she has spent the past 25 years building...

Duration:00:27:28

Episode 91- Values, Finance, and Sustainable Investing with Kimberly Griego-Kiel

7/26/2018
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One word we hear on repeat in the financial industry is niche. For many that means targeting a very specific population, whether that be people from a certain industry, company, or lifestyle. But have you ever considered breaking into the niche of sustainable finances? For many, SRI (Socially Responsible Investing) may just be a buzzword, but for today's guest it's a way of life and business. In today's episode, Matt is joined by a woman who not only walks the walk, but has also built a...

Duration:00:26:49

Episode 90 – Striking it Niche with Stephen Wershing

7/24/2018
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In today's episode Matt is joined by the coach to the advisors, Stephen Wershing of Client Drive Practice. Together, Matt and Stephen discuss the important difference between a target market and niche. While everyone has a target market (that is a group of people you are specifically trying to attract to your practice), many advisors are still falling short of developing a strong and sustainable niche in their target market. A niche on the other hand is a unique experience you create to...

Duration:00:30:29

Episode 89 – Social Media Research With Julia Ritchie

7/20/2018
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In today's episode, Matt brings on one of Top Advisor's inhouse social media expert, Julia Ritchie to share her recent findings on updates to all our of major Social Media Platforms. Julia has an advanced degree in digital media and communications, and has been an important addition to our team. With changes to everything from user interface, to ad formats and new features, Julia and Matt explore the changes that will be impacting your summer social media experience. If you're interested...

Duration:00:25:14

Episode 88 – Should you be a Thought Leader?

7/20/2018
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How often do you encourter the words thought-leader in your daily consumption of content. As you might have guessed, it is a truisim that thought leaders tend to be the most successful individuals or firms in their respective fields. However, thought leadership can be so much more than that. Today, Kirk and Matt discuss if you have what it takes to become a thought leader. At Top Advisor Marketing, being a thought leader goes beyond the basic definition. It's not a pedigree. It isn't where...

Duration:00:34:25

Episode 87 – Influences vs Strategic Partnerships with Gwynn & Joanne

7/6/2018
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Today, Matt Halloran brings on two former guests Gwynn Sharick-Elberson and Joanne Giardini-Russell from Boomer Health Group. Gwynn and Joanne guide you through determining your Influencers vs Strategic Partners and how you can use strategic partnering to grow your practice. While influencers are often about uplifting and providing you with tools to get strategic partners, and Gwynn and Joanne are here to make sure you capitalize on grabbing those partnerships to reach your next goal as a...

Duration:00:29:02

Episode 86 – The Power of Social Media with Heather Wilson

7/6/2018
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Today, Matt Halloran brings on Heather Wilson from SEI to discuss the power of Social Media and financial advising. At SEI, Heather is a social media manager who is responsible for overseeing multiple advisor accounts, giving her the real world experience to provide credible advice for you. Heather takes listerens on a guided tour of her world, and how she capitalizes on social media. With that in mind, Heather and Matt discuss what you can be doing NOW to reach out to your audience and...

Duration:00:26:51

Episode 85 – WOW Website Formula

6/29/2018
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Today, Matt Halloran and Kirk Lowe discuss what it takes to make a great website. Great websites are made up of multiple components. To get that great website feel you have to want it, and understand the crucial role it plays in any business. You need to spend time to make sure your website has clear communication, and is focused on inspiring and driving referrals. Matt and Kirk are here to give you the proper keys to unlocking your websites potential. Tune in to find out how you can use...

Duration:00:36:37

Episode 83 – Karim Rashwan – Digital Age Marketing!

6/21/2018
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Today, Matt Halloran and guest Karim Rashwan from Advisor Stream discuss the growth of Advisor Stream and how the digital age is an important outlet to grow you practice. Linkedin, Twitter, YouTube, and Facebook to name a few are the newest tools to take you to the next level. Karim dives deep on digital marketing and the scalability of this digital age for advisors and how you can execute properly and keep up with the times! Tune in to meet Karim, and how you can grow your practice with...

Duration:00:25:19

Episode 82 – The 7 Dynamic Digital Prospecting Techniques: Part 7

6/19/2018
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On this final installment of the series, Matt Halloran and Kirk Lowe talk about that sought after level of internet success - going viral! One of the best way to do this is to pay attention to how other viral pieces are blowing up and grab those important pieces content to formulate your own. But even with great thought leadership, you have to get your blogs out there! So, the most important part to going viral is setting up your nurture sequence so that you can show value to your...

Duration:00:18:10

Episode 81 – Don Whalen: Precise Advising!

6/14/2018
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Today, Matt Halloran introduces the Top Advisor Community to Don Whalen. Don is a registered CFP and Co-Founder of Precise FP. Don isn't your ordinary CFP, and provides a unique view of working with advisors. His inspiration for work? Engaging his audience while also helping his clients do the same. Don strives to help financial advisors step-up their practice, and paving the path for those that want to present great content to their desired communities. Tune in to find out more about Don,...

Duration:00:26:55

Episode 79 – Joseph Merlino & Value Creation

6/12/2018
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In today's episode, Matt Halloran introduces Joseph Merlino who is here to guide you through value creation. When you think of the word value what do you think of? For many financial advisors it can be difficult to identify values, let alone share the with others. But there is help! Joseph wants to show you some effective ways to show more value to your clients and potential prospects so that they know their getting the best services possible. Tune in to find out how you can create more...

Duration:00:32:20

Episode 80 – The 7 Dynamic Digital Prospecting Tactics: Part 6

6/12/2018
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Today, on the sixth instalment of the 7 Dynamic Digital Prospecting Tactics, Matt Halloran and Kirk Lowe discuss the importance of writing a blog! Kirk has been writing blogs for years and knows the ins and outs of a blogs success. He's got some tips for you to ensure your blogs are read and shared widely. The importance of blogging is that you can receive great feedback from your community, but also gain more traffic to benefit your SEO. Invite guest bloggers, and share conservatively....

Duration:00:08:54

Episode 79 – Joseph Merlino & Value Creation

6/8/2018
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In today's episode, Matt Halloran introduces Joseph Merlino who is here to guide you through value creation. When you think of the word value what do you think of? For many financial advisors it can be difficult to identify values, let alone share the with others. But there is help! Joseph wants to show you some effective ways to show more value to your clients and potential prospects so that they know their getting the best services possible. Tune in to find out how you can create more...

Duration:00:29:26

Episode 78 – The 7 Dynamic Digital Prospecting Techniques: Part 5

6/6/2018
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Today, on the next instalment of the 7 Dynamic Digital Prospecting Tactics, Matt Halloran and Kirk Lowe discuss the value in a white paper. A white paper is a persuasive, authoritative, in-depth report on a specific topic that presents a problem and provides your solution. This is an important part to practice, as a white paper can establish credibility, and attract more traffic to your website and services. It's important to share the white paper, and make it a downloadable piece so that...

Duration:00:09:47