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English

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Episodes

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 prospects....

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

Episode 77 – Larry Miles – It Starts With Culture

5/31/2018
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Today, Larry Miles, a principal at AdvicePeriod talks about what most financial advisory firms get wrong in customer experience. Luckily, as a firm this is something you can take control of and change. Culture, Technology, and specifically your team can help boost morale but create memorable customer experiences that will separate your firm from the rest. Part of this is continuously adapting and changing with the times. When you're upgrading your firm's technology, and focusing on...

Duration:00:22:21

Episode 76 – The 7 Digital Prospecting Techniques: Part 4

5/31/2018
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Do you have a facebook page? Struggling to find your audience? Today, Matt Halloran and Kirk Lowe discuss the importance of social media and using Facebook as a medium to reach your audience. Facebook is a platform that can showcase your personality, and most importantly your vision. The platform itself is a gateway to transparency, which can allow your audience to have a personal connection with you and your practice. Matt and Kirk discuss how character, personality, and balancing your...

Duration:00:14:44

Episode 75 – White Glove Workshops: Seminar Marketing

5/28/2018
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Today, Matt Halloran is joined by Mike Thurman to discuss White Glove Workshops and how they can transform you into a seminar master. As many in the financial industry know, seminars are a crucial way for you to share your voice and grow your prospects. But for some, speaking in front of crowds of people is difficult to do. Mike Thurman has completed thousands of seminars helping everyone from medical to financial, and creates impactful leadership thinkers to make sure you are getting the...

Duration:00:26:51

Episode 74 – 7 Dynamic Digital Prospecting Techniques: Part 3

5/28/2018
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Have you ever thought about starting your own Podcast? Today, Matt Halloran and Kirk Lowe talk about how to elevate your practice with podcasting! Podcasting is a great way to share your vision to an audience. Here at Top Advisor, we want to show you how you can shape your talent, and your voice to be a successful catalyst in your field. Doing some homework, and developing your podcast connections will allow you to find your community. You do not want to miss out on today's podcast. Do you...

Duration:00:14:25

Episode 73 – 7 Dynamic Digital Prospect Techniques: Part 2

5/17/2018
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Do you want to connect with other podcasters? Today, Matt Halloran and Kirk Lowe discuss one of the most important techniques; being a podcast guest! It is important that you connect with other podcasters and cross-promote to become a more prolific voice in your community. Your thought leadership needs to be heard, and working with others that share the same influence will generate growth, and activity to your practice. It's also an incredible way to give back to your community, and maybe...

Duration:00:13:12

Episode 72 – Willa Silver – Good Referrals, Good Sales!

5/11/2018
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Today, Matt Halloran is joined by Willa Silver, a talented sales professional with over 35 years of experience specializing in advisor practices. Willa recently became the owner of “New Language of Sales”, which is a coaching service that helps new time salesman find their feet in the industry. Together, Willa and Matt discuss the importance of referrals and good marketing. Getting referrals starts with your attitude, your approach, and your consistency to practice. For some, it is hard to...

Duration:00:29:32

Episode 71 – The 7 Dynamic Digital Prospect Techniques: Part 1

5/3/2018
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Welcome to the first installment of the 7 Dynamic Digital Prospect Techniques with Matt Halloran and Kirk Lowe. These techniques are 7 tried and true methods Matt and Kirk want to share with you to help you grow your prace. In their first segment, Mattand Kirk discuss the value of increasing your LinkedIn connections. LinkedIn can be an incredible marketing tool for advisor if used effectively. It's important to understand the value of creating conversations and gaining influence in your...

Duration:00:14:31

Episode 70 – 10 Commandments of Investing

4/27/2018
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Today, Matt Halloran interviews Daniel Crosby, a P.h.D graduate and the author of “The Laws of Wealth”. Daniel and Matt discuss the 10 commandments of investor behaviour that every investor should live by. Changing your behaviour, and reapproaching investing with a stronger mindset, will allow you to invest and focus on managing your fees, setting aside money, and diversifying your assets, instead of focusing on other extremities that don’t apply to you and your portfolio. These steps will...

Duration:00:24:30

Episode 69 – Speaking directly with your ideal audience with Tom Poland

4/21/2018
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99% of your marketing messages are probably getting ignored. Tom Poland, a well known author and marketing official discusses why your marketing messages are just not working. Learn the process on how to be a more effective communicator, so that you can become a unique identity in your market. Tune in to find out how you can cut through to your audience and reach more clients. LINKS: TOM POLAND | LEADSOLOGY

Duration:00:30:26

Episode 68 – The Business Model for Lead Advisors

4/12/2018
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Are you ready to get off the treadmill and have more energy and free time? Do you find it difficult to say no to a client, even when they are not the ideal client for your business? Or do you find you are spending a lot of time training junior advisors, and not spending enough time focusing on the clients you love to work with? In this episode Matt and Kirk explore 3 Categories of your business model may fall into, and what you can do to help change your business model so you can optimize...

Duration:00:34:15

Episode 67 – How to Overcome Adversity with Dr. Jack Singer

4/11/2018
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Matt and Kirk are joined by returning guest, Dr. Jack Singer to discuss how to overcome adversity in your practice. So many of us today struggle with fears and negitive thoughts in our personal and professional lives. However, are you considering how these thoughts can impact your performance and success within your practice? Dr. Jack shares his 7 step process on how to identify triggers for these adverse thoughts and what YOU can do to overcome them. Through the power of positive self...

Duration:00:27:04

Episode 66 – The Power of a Niche

4/5/2018
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Matt is joined by entrepreneur, and coach Chris Hines, to discuss the power of a niche in developing your business. Chris is an expert on doing what you love, and increasing productivity in your business. Often doing what you love is a both a specific and general thing. As a financial advisor you may love helping people, but in specific terms you love helping baby boomer retirees who worked in finance. Sound specific? The deeper your niche is, the easier it is to eventually sell your...

Duration:00:32:22

Episode 65 – The Mindset of a Sales Champion

4/5/2018
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For the first time in the shows history, Matt and Kirk are diving into the topic of sales. Now this isn't a podcast about the terrifyingly vauge world of sales. The title of this podcast tells it all, we are here to provide you with the basis to begin your own Mindset of a Sales Champion. To help you start the process, we are are joined by Eric Lofholm key note speaker, sales trainer, published author and the owner and president of Eric Lohfolm International. In our culture there is a...

Duration:00:27:56