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United States

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English

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Episodes

Episode 113 – The Keys to the Ladies Room with Adri Miller-Heckman

10/11/2018
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Adri Miller-Heckman joins host Matt today to dive into her game changing book, Keys to the Ladies Room. As you might have guessed, Adri wrote the book on what advisors need to know to effectively market and attract female clients. In addition to her work as an author, Adri is the founder of FemX, and she regularly consults and coaches financial advisors on how to build powerful female focused marketing plan. With Adri's help, advisors can affectively market to both genders, creating...

Duration:00:36:04

Episode 112 – From Frustrated to Focused with Debbie Peterson

10/9/2018
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Joining Matt today is professional speaker, keynote speaker, mindset strategiest and a business coach Debbier Peterson. Debbie is an expert in helping people get out of their own way to excellerate their results. When it comes to our own success, we all need to get out of our own way, as we are often the number one thing inhibiting and prohibiting our own success. Debbie and Matt walk through one of her programs, From Frustrated to Focused - Mindset Strategies for Business Growth to help...

Duration:00:27:42

Episode 111 – Reaching the Right Audience with Sara Grillo

10/4/2018
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Marketing Consultant, Blogger, Podcaster and Writer Sara Grillo joins Matt on the latest episode of Top Advisor Marketing. Together Matt and Sara discuss how to colloborate as an advisor to reach the right audience. As a top marketing consultant, Sara understands what it takes for advisors to get in front of their ideal audience. Sara's personal motto of "Do it creatively or don't do it at all" is a key element of making those marketing moves to see the end results you want. With her CFA,...

Duration:00:35:35

Episode 110 – Biblically Responsible Investing with Robert Netzly

10/3/2018
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Matt is joined today by Robert Netzly, the globally recognized authority in the Biblically Responsible Investing (BRI) movement and leading innovator in the BRI industry. Robert began his journey into the BRI world after feeling a calling to step out from his previous employer and create a financial service that reflected his values. Robert is the founder of the Inspire Investing group of companies, where he maintains the role of CEO. Robert has tranformed his own business along with many...

Duration:00:28:26

Episode 109 – Retiring Early with Eric Gaddy

10/1/2018
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Throughout the podcast, host Matt Halloran has been forunate to sit down with a variety of authors speaking to various niches in the financial market. However, one thing everyone is discussing is the ever sought after comfortable retirement. Today's guest, is an early retirement expert. What makes him so proflic when it comes to retiring? He's 48, and retired. Joining Matt today is Eric Gaddy, recent retiree, and newly published author of Retire Early -What are you waiting for? Eric spent...

Duration:00:24:38

Episode 108 – The Influencer Navigator Plan with Jay Palter

9/25/2018
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Today Matt is joined by Jay Palter, the Cheif Engagement Officer at jaypalter.com. Jay has been in the tech industry for over 30 years, and is providing something fundamentally unique and different when it comes to social media and influencers. Jay has developed his own Influencer Navigator Plan as a tool to help you build a social media presence that that is both credible and visible to social media influencers in your field. It even goes so far as to advise you on WHAT to share, WHEN to...

Duration:00:27:53

Episode 107 – Growth Marketing with Alan Moore

9/20/2018
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Often when entrepreneurs set out to start a new business, marketing can fall to the way side. Business structure, sales, products seem to all take precenident.But if you want to build a successful business you have to have a rockstar marketing plan. Joining Matt today is the co-founder of XY planning and CEO of Advisor Pay Alan Moore. Many of you will have heard Alan's name before, as he is consistently blogging, podcasting, and being highlighted as a thought leader within financial...

Duration:00:31:17

Episode 106- A Woman’s Way with Michelle R. Donovan and Patty Kreamer

9/18/2018
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Today Matt shares the mic with co-authors Michelle R. Donovan and Patty Kreamer to discuss their latest book, A Woman's Way: Empowering Female Financial Advisors to Authentically Flourish and Lead in a Man's World. Michelle and Patty write to this topic, speak to this topic, and coach on this topic. Together, the three will walk through some of the strategies and tactics women can use to capitalize on their natural strengths as women and build thriving practices based on leadership,...

Duration:00:28:58

Episode 104 – The Power of Momentum Marketing

9/12/2018
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Is your marketing effective? Does it consistently build together to produce a stronger brand, stronger sales, stronger network or stronger client base? Do you feel your marketing processes are building something that is intriguing, consistent, and timely? If you've answered no to any of these questions, then today's episode will Matt is joined by his partner and branding expert Kirk Lowe on today's episode to dive into momentum marketing. A term branded by Kirk, it is derived of three big...

Duration:00:36:37

Episode 103 – Going Virtual With Lisa Ferguson

9/7/2018
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Have you ever wondered how a virtual company works? Virtual companies raise a lot of questions, including do the employees know one another? How do you manage to build a team effort? How can you seperate work from home when you work at home? Does anyone get any real work done? To answer these, and many more curiouristies of the virtual company, Matt is joined by Lisa Ferguson, Top Advisor Marketing's Director of Operations. From the beginning, Lisa has assisted in creating the team at Top...

Duration:00:36:01

Episode 102 – Behind the Scenes Marketing with Kaley Lewis

9/4/2018
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Do you ever wonder what it takes to create incredible marketing? As a marketing podcast, we put a lot of emphasis on providing quality information for our listeners, which also means we need to live what we preach. We've been taking the time recently to get underneath the hood of Top Advisor Marketing so that our listeners can see what we're up to behind the scenes and how we produce high quality content and get it from our desks to yours. To really give perspective on how to get your...

Duration:00:29:09

Episode 101- Your Nifty Virtual Assistant with Michelle Wong

8/30/2018
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It can be difficult to find the right people to support you as an adivsor. Creating a team that understands you and balances you skillsets often feels as though you're asking a lot, especially if you're limiting yourself to individuals who can come to your brick and mortar. Today Matt is sitting down with female entrepreneur and FPQP Michelle Wong to discuss her latest business and your solution to finding the perfect support system for your advisory firm. Michelle is the founder and CEO of...

Duration:00:18:28

Our 100th Episode with Michael Kitces

8/28/2018
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Have you ever wanted the opportunity to pick the brain of a financial rockstar? To celebrate our hundredth podcast, Matt was fortunate enough to sit down with the one and only Michael Kitces and do just that. Many of you will recognize Michael's name from his blog, Nerd's Eye View, but he is also a partner and director at Wealth Management for Pinnacle Advisory Group and the co-founder of the XY Planning Network and New Planner Recruiting. If you haven't found him through these avenues, you...

Duration:00:45:54

Episode 99- Holiday Touch Point Tips with Luke Acree

8/23/2018
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You may not realize this... but the holidays are right around the corner. And now for many of us are first instinct is to be overwhelmed. With the holidays come so many other important obligations. But here at Top Advisor Marketing Podcast, we've been thinking ahead and we want to ensure our listeners are able to enjoy the holidays. Because really, it is a time to have fun and celebrate. But it's also an important to for creating and delivering high quality pieces of communication. Joining...

Duration:00:30:45

Episode 98 – Pleasing the Algorithm with Jessica Jackson

8/21/2018
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This year has brought a lot of changes to our social media timelines. One of the key platforms that has experienced a dramatic shift is the tried and true Facebook. With everything that’s happened when it comes to newsfeeds and ad features, are you curious if you’re making the Facebook algorithm work for you? Joining Matt today is one of Top Advisor’s in house Social Media Specialists and Copy Writer Jessica Jackson. Matt and Jessica dive into how you can please the algorithm by controlling...

Duration:00:34:11

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