Top Advisor Marketing
Episode 284 – Top 5 Reasons To Outsource (Even if You’re a Self-Described Control Freak)

Episode 284 – Top 5 Reasons To Outsource (Even if You’re a Self-Described Control Freak)

February 9, 2021

Ever since we started outsourcing last year, we’ve been able to take our internal efficiency and the value of our services to a whole new level. 

In this episode, Matt and Kirk unpack the five biggest reasons for advisors to start outsourcing. They draw from their experiences at ProudMouth to share how our company has benefitted in ways they’d never imagined from bringing in outside talent. And, along the way, Matt and Kirk uncover the biggest outsourcing opportunities for advisors.

You will learn:

  • Why we decided to outsource our rebranding project (even though Kirk is a branding expert)
  • What areas of outsourcing impact advisors’ growth and development the most
  • How working with consultants can help you build a better learning model for your team
  • Three financial benefits of outsourcing that no one talks about
  • Which aspects of your business you should never outsource
  • Four potential downsides to outsourcing (and how to dodge them)
  • And more!

Press play to learn you can achieve the greatest level of expertise across  your business by using the power of outsourcing!

Resources: ProudMouth | Matt Halloran on LinkedIn | Kirk Lowe on LinkedIn | Ep. 272: How To Overcome 15 “Buts” That Keep Your Business From Achieving the Next Level of Success | Radio Show: Building America with Guest Matt Halloran | Influence Accelerator Academy | Communo 

Episode 283 – How To Leverage the Power of Outsourcing Through a Network of Referral Partners –– With Brad Wales

Episode 283 – How To Leverage the Power of Outsourcing Through a Network of Referral Partners –– With Brad Wales

February 2, 2021

One of the greatest benefits of outsourcing is that it allows you to build a narrow focus and work on areas in which you’re truly an expert.

In this episode, Matt talks to Brad Wales, the founder of Transition To RIA. With over 10 years of experience in the RIA model, Brad has developed a deep bench of referral partners who help him provide better services to his clients. Today, he dives into how he effectively outsources several aspects of his business and how much value outsourcing adds to his services.

You will learn:

  • Brad’s proven techniques for building trust with clients before you meet for the first time
  • How to ensure that you refer your clients to a professional who’s truly capable of helping them
  • How Brad outsources several key areas of the RIA transition process to provide expert services to clients
  • Ways that a flexible business model can help you gain a competitive edge
  • And more!

Press play to learn how to increase client referrals and gain the advantages of outsourcing!

Resources:

ProudMouth | Matt Halloran on LinkedIn | Brad Wales on LinkedIn | Transition To RIA |Transition to RIA Podcast, Q34: What Kind Of RIA Compliance Consultants Are There To Choose From? | Calendly | MarketCounsel | AdvisorAssist | RIA in a Box | Salesforce | Redtail

Episode 282 – Why Posting on Every Social Media Platform Imaginable Doesn’t Create Influence –– With Mohit Rajhans

Episode 282 – Why Posting on Every Social Media Platform Imaginable Doesn’t Create Influence –– With Mohit Rajhans

January 26, 2021

It’s time to rethink the conventional advice from marketing gurus who say you must be on every social media platform if you want to become a subject matter authority.  

In this episode, Matt talks to Mohit Rajhans, the co-founder of Think Start and author of “Rethinking Your Content.” Mohit starts out by encouraging you to be strategic with your social media platform of choice, even if it’s tempting to strive for omnipresence. Matt and Mohit then go on to discuss digital trends and several ways to re-think your approach to content strategy. 

You will learn:

  • Why Mohit believes we’re in a “content crisis” and how that plays out in content creation
  • Why your platform strategy is way more important than your content strategy
  • Mohit’s expert insights on the latest trends in the digital world
  • The first steps to auditing your digital footprint
  • And more!

Press play to learn how you can benefit, as a content creator, from focusing more on platform strategy and less on content strategy.

Resources: 

ProudMouth | Matt Halloran on LinkedIn | Mohit Rajhans on LinkedIn | Think Start | How To Find Growth Beyond Your Personal Brand | Dadspotting

Episode 281 – What It Actually Takes To Get Leads: 5 Forgotten Marketing Rules

Episode 281 – What It Actually Takes To Get Leads: 5 Forgotten Marketing Rules

January 19, 2021

When we talk to advisors about starting their own podcast, their first question is: “When will I get leads?”

Of course, getting leads –– that turn into ideal clients –– is the ultimate goal; but there are five essential marketing rules that you must put in place in order for that to happen. 

Today, Matt and Kirk unearth the marketing rules that advisors keep skipping past at the expense of their time, money, and hopes of having a marketing plan that actually generates leads. Listen in as they uncover five marketing essentials for advisors to focus on first: credibility, specificity, momentum, repeatability, and sustainability. 

You will learn:

  • What outcomes advisors constantly overlook when calculating their ROI
  • Kirk’s quick formula for nailing down the level of specificity that attracts only ideal clients
  • How long it took for our first client’s podcast to blow up with opportunities 
  • Why momentum-building marketing must be repeatable
  • And more!

Hit play to learn how to master five marketing rules that come before leads!

Resources: ProudMouth | Matt Halloran on LinkedIn | Kirk Lowe on LinkedIn | Influence Accelerator Academy | Sendible

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