Top Advisor Marketing Podcast

Millennials and Gen Zs are often left wondering “Now what?” after receiving their first big paycheck or a windfall of money. How can we empower younger generations to make confident and smart financial decisions?

Some advisor events are forgettable and yield no results, while others leave clients raving and referring. What’s the difference? Successful events have a rock-solid plan

Have you ever been in a client meeting where you hesitated to say "I don't know," so you gave a half-baked answer that you wished you hadn't? In reality, being unsure can be a strength — when channeled effectively.

You know what marketing is, right? But what about the difference between foundational and growth marketing?

We all love a good story. In fact, we’re hardwired for it. But how can advisors use storytelling to create stronger connections, build trust, and more effectively guide their clients?

Are you struggling to get valuable referrals from your clients? Have you tried the power of introductions?

Have you ever considered using a book to elevate your credibility and influence?

How can financial advisors significantly grow their business in a competitive market while providing exceptional client experiences? By starting with this podcast.

We know that inclusion, equity, and diversity are important. But why? Why do diversity, equity, and inclusion (DEI) matter in financial services? And how can we make this industry a more welcoming space for women and people of color?

What are some proven tactics and strategies that advisors can employ to accelerate growth and achieve their goals?

Struggling to get your podcast off the ground? We get it!

Pop quiz: what’s the most visited page on your website? It probably won’t surprise you to know it’s the homepage. But what about the second most visited? Any guesses? It’s your About Page.

Anyone can be a guest on other people’s podcasts. But not everyone is a great guest or appears on the right podcasts. But that’s a skill set that can be learned.

If you’re considering breaking free and going the independent route, this episode is a can’t-miss.

Feeling frustrated that your marketing isn’t working? Just 30 minutes of listening to this episode can change your business!

Quick question for you: what percentage of advisors are retirement plan advisors in the United States? Less than 3%. 2.3% to be precise. But the retirement plan market is booming, with assets expected to double by 2033, and 2.5 million new plans starting soon. This translates to 51 million new retirement savers and huge potential for advisors who can capture a piece of the pie.

No one can know the future with any certainty. But that doesn’t stop us from trying.

Lights, camera, action! Don’t let that phrase send a chill down your spine. Video is having a moment, and you can’t afford to ignore it.

It's time to celebrate the greatest hits of 2023 on the Top Advisor Marketing Podcast.

Is it time to break up? As an advisor, it can be hard to know when – and especially how – to break up with your broker-dealer.