May 22, 2018
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 want to know how to kickstart your podcasting career?
Grab the Top Advisor Marketing Podcast Guide: Here
May 17, 2018
Do you want to connect with other thought leaders?
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 find a few of your own podcast guests!
Tune in to find out how you can connect with others podcasters in your field!
May 10, 2018
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 ask someone else for referrals in fear of feeling incompetent. But no fear, Willa is here to direct you in the right direction and show you how you can become a strong connector and influencer in your practice.
Tune in to find out how you can gather more referrals, and be a connector within your community!
LINKS: WILLA SILVA
May 3, 2018
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 network to build momentum. With time and diligence you can generate enough interest for people to reach out to you in search of your expertise. Creating this kind of online community is one of the many ways to create a dynamic digitial presence and strong customer relationships.
Tune in to find out how you can use LinkedIn to reach your audience!
April 21, 2018
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
April 12, 2018
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 your time and work with the clients you love to work with!
Sometimes you have to take a big step back to take a big leap forward.
April 10, 2018
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 talk, you can learn to re-phrase the messages from your mind in a positive manner, and use that energy to create lasting business and personal success.
The first steps begin with you. If you're asking yourself if you need help, or who is someone that believes in your, or you're simply ready to bring your head 100% into the game, listen in today!
Free Consulation 949-481-5660
LINKS: LATEST e-COURSE | DR JACK SINGER
April 5, 2018
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 product. Chris describes how you can begin to target audiences and specific people to create a strong and lasting connection with your client. And ultimately maximize your results.
Tune in to find your market.
Article: FIND YOUR NICHE | CHRIS HINES | CHRIS HINES WEBSITE | INSTAGRAM | MINI COURSE: DO WHAT YOU LOVE | PRODUCTIVITY TRAINING
April 3, 2018
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 stigma of sales. When we think of a sales person we often think of that greasy car salesmans who twists your arm into buying your next lemon on wheels. However, in the world of financial advisors, if you aren't willing to become an active sales person and explain to people the necessity of your services you can be missing out on the opportunity to double your income stream.
With Eric's help you can learn how to overcome your fear of being a "sales" guy, and how to simple technqiues can change the way you and your clients view sales.
LINKS: ERIC LOFHOLM | ERIC LOFHOLM INTERNATIONAL
March 27, 2018
Matt and Kirk are joined by an incredible duo from the financial industry, Joanne Russell and Gwynne Elberson. Joanne is the owner and operator of Boomer Healthcare Group where she along with Gwynn are Medicare specialists. Today with Matt and Kirk, Joanne and Gywnn explain how YOU can use Medicare to market you services and differentiate yourself from the competition. Joanne and Gwynn detail their personal successes with Medicare marketing, and provide some step by step information that you can use to start creating a complete serice today.
LINKS: JOANNE GIARDINI RUSSELL | GWYNN SHARICK ELBERSON | BOOMER HEALTHCARE GROUP |
March 22, 2018
Jay Mooreland, the founder of the Emotional Investor, joins Matt today to discuss behavioral finances. Titled by Matt as the "investor of all investors", Jay's career began as a CFP then developed into becoming a behavioral coach. With the recent market dips, emotions are back playing a major role in the financial markets, and this is an epsiode you won't want to miss!
LINKS: JAY MOORELAND | THE EMOTIONAL INVESTOR
March 20, 2018
In what may be our most organic podcast to date, Matt is joined by President and CEO of Pareto Systems, Duncan MacPherson. In addition to his incredible business, Duncan is also the author of "Advisor Playback" one of the most sought after books on the market when it comes to being a financial advisor. In this uniquely style podcast, Duncan is excited to bring our listeners a consultation and actionable process, rather than a lecture.
Matt and Duncan dive into the changing philosophy of advisor mindsets, along with the evolving process involved being a quality financial advisor. Duncan offers an extensive understanding of these changing practices, along with reliable content you can execute in your current practice to ensure you're working towards your future self. If you want to be satisfied with you business, and have satisified clients, you need to be practicing TOTAL CLIENT ENGAGEMENT. Duncan's revolutionary system for considering client satisifaction may be the key to turning around your business. Listen today!
LINKS: DUNCAN MACPHERSON | TOTAL CLIENT ENGAGEMENT | THE ADVISOR PLAYBOOK
March 15, 2018
Matt and Kirk are happy to welcome back returning performer Dave Crenshaw to Episode 61! Dave is the master of building productive leaders, and has appeared in Time Magazine, USA Today, Fast Company and BBC News. In addition to his business as a key note speaker, and his sought after LinkedIn Courses, Dave is a three time author, including the best selling time management book The Myth of Multitasking. In today's episode, Dave dives into some of the key components of his book including the science behind multitasking, how to handle people who claim to multitask, and what's the best way to move away from your old multitasking ways. If you're ready to improve your productivity and get focused, listen in today!
LINK: DAVE CRENSHAW | DAVECRENSHAW.COM | THE MYTH OF MULTITASKING
March 13, 2018
As an advisor, you may consider interacting with the media a personal nightmare. Trying to understand rhyme or reason to what story make the news cycle, or who picks up your latest endevor can leave anyone frustrated. But don't give up on the media yet! Matt and Kirk had the opportunity to sit down with Bill Bongiorno, a PR gladiator with decades in the business. Together, the three of them discuss 3 simple tools that can change your life when it comes to getting in front of the media. Whether you're looking to be the next guest on your regional financial radio show, or your wanting some coverage from the local paper on your latest charitable event you're going to want these 5 tools in your arsenal today!
LINKS: HELP A REPORTER | PRESS RUSH | CONNECT WITH BILL
March 8, 2018
Matt and Kirk are joined by returning guest Patti Morrison! Patti is an image strategist, and in this very important podcast discusses ways women can build and maintain a business casual closet. One of Patti's passions is helping women find a wardrobe that works for them. When it comes to business attire, it's a man's world. A suit solves everything. But women often have a lot more choices when it comes to business attire which often causes more problems then it solves.
Patti breaks down for us the 10 key components to women's business attire, so that your whole life isn't about maintaining a wardrobe. With the help of Patti, you can plan to look like a 10 today!
LINKS: IMAGE STRATEGIST | PATTI MORRISON
March 6, 2018
Paulette Filion and Judy Paradi of StrategyMarketing.ca join Kirk and Matt to discuss their new advisor course "THE ART OF ACQUIRING FEMALE CLIENTS". Many advisors struggle to find high net worth women, let alone convert them into clients. The art of prospecting female clients requires a different strategy and tool kit in order to be successful. Judy and Paulette discuss some of their tips to creating lasting female to advisor relationships, bringing case studies from real world experiences. If you're looking to develop a larger business relationship with high net worth women, you'll want to listen in today!
LINKS:JUDY PARADI | PAULETTE FILION | STRATEGY MARKETING | ARE YOU AS FEMALE FRIENDLY AS YOU THINK
March 1, 2018
Have you ever questioned the value of social media in your business? Or used the excuse that your prospects don't use social or that you don't know what to say? Everyday people are filled with doubts about the value of their work, and in the financial advisor world, every dolar you spend on marketing you need to bring in 5 more in revenue.
Joining Kirk and Ray is brand and social media specialist Jay Coulter. Jay has over 20 years in the financial industry, and currently works for R.C. Whatley & Company and Pinger Systems. In addition to a full career and long list of credientials, Jay is the host of his own podcast, The Resiliant Advisor.
Today, Jay, Kirk and Matt dive into the value the social media as a tool for social advisors. Jay has expenerience building brands that have over 200,000 social media followers, along with developing systems to help every day advisors become their own social media gurus.
If you're still on the fence about social media, or have decided to dive in but don't know where to turn next, listen in to this episode and begin to take your social media marketing to the next level!
LINKS: JAY COULTER | The RESILIENT ADVISOR | PINGER SYSTEMS
February 22, 2018
As many of you know, Matt and Kirk are digital marketing fantatics. And they know they have to bring in fresh new ideas to provide our listeners with the most relevant and hot information about why you need a bigger and better digital marketing footprint. And what better way to give you the information you need then to host digital marketing expert Jean Ginzburg!
Jean is an Amazon best selling author of "
Matt and Jean dive into the book covering Jean's philosophies, the why's behind her decision to write, along with highlighting some of the incredible content Jean offers. For anyone interested in learning more about digital marketing, Jean is the expert you need in your life, and this podcast is your first step in learning more!
February 15, 2018
Digital Content Marketing Expert Bryan Muir joins Matt in this latest episode. Bryan is the Head of Sales at AdvisorStream, an automated digital business platform that allows you to deepen client relations and capture new business using the latest credible and engaging content. While Bryan takese listeners through a brief explanation of his software, Matt and him also dive into why financial advisors NEED to understand much more clearly the power of good digital market. With tools like AdvisorStream, it's easier than ever to get the content you need to drive leads and referrals today!
LINKS: Bryan Muir | AdvisorStream