Top Advisor Marketing Podcasts-logo

Top Advisor Marketing Podcasts

Education Podcasts >

More Information

Location:

United States

Language:

English

Contact:

1.877.260.5710


Episodes

12 Days of Marketing – Business Life Integration

12/12/2018
More
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
More
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
More
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
More
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
More
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
More
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
More
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
More
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
More
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
More
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
More
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
More
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
More
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
More
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
More
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

Episode 117 – Video Marketing with Robin Powell

10/25/2018
More
As an advisor, what is the best way to communicate with your clients? Many of us read or create blogs for our clients, or perhaps have even broken into the world of audio podcasting. But have you ever created a video for your clients? Or are you deterred by what you feel is a cumbersome and expensive medium? Today, Top Advisor Marketing is travelling across the Atlantic to speak with Robin Powell, journalist and financial educator, on the topic of video marketing with advisors. Robin...

Duration:00:29:00

Episode 116 – Persuasive Communication with Jeff Tippet

10/23/2018
More
Client acquisition is one of the most expensive parts of running a business. From the marketing to the sales calls to the seminar events, everything has a cost. So are there ways to make all of those steps more affective? Professional Speaker, author, and entrepreneur Jeff Tippet joins host Matt Halloran today to discuss how you can use persuasive communication to build the business you want. Persuasive communication often gets a bad rapt for being aligned with manipulation. However, the two...

Duration:00:27:19

Episode 115 – Successfully Using an Exclusive Niche with Michael Graef

10/17/2018
More
Joining Matt Halloran today is CFP and Vice President of Christian Wealth Management, Michael Graef. Michael is one of the founding members of Christian Wealth Management and works closely with another of our podcast guest, Robert Netzly. Together they have built a successful business, process, and organization structured around BRI (Biblically Responsible Investing). This business model could be described as a limiting niche, however, like all niches, if use correctly, can make a world of...

Duration:00:26:00

Episode 114 – Are you brand worthy?

10/17/2018
More
Your brand is the first thing a client encounters when it comes to discovering you. Whether it's through your website, a business card from a friend, or the logo on the front door to your office. It's the sign off on an email, it's the greeting on the phone, you need to live breath and be your brand. So how can you tell if it's good enough? Our very own Branding Expert Kirk Lowe joins Matt today as they discuss if you're brand worthy. Answering some tough questions, with even tougher...

Duration:00:37:56

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

10/11/2018
More
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