Top Advisor Marketing
Special Episode: Going on The Offensive — With Coach Joe Lukacs

Special Episode: Going on The Offensive — With Coach Joe Lukacs

April 1, 2020

Being proactive and taking action, especially during difficult times, can be just what you need to help your business grow. How can you make the determination to play offence and be part of the 20 percent of people finding business development opportunities right now?

In this episode, Kirk continues his conversation with Coach Joe Lukacs. With over 26 years of experience coaching financial advisors, Coach Joe shares his knowledge on the strategies you can use to truly influence others and achieve success in your practice during trying times.

In this episode, you will learn:

  • How to influence your network by offering certainty 
  • Why you should focus on selling a conversation
  • How to create messages that spark more conversations on LinkedIn 
  • And more!

Tune in now and make the decision to play offense by being a leader when people need one the most!

Resources:  Top Advisor Marketing | Coach Joe LI | Magellan Mastermind & Network | Special Episode With Joe Lukacs 

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Episode 225:  Embrace AI and Prosper— With DJ Sebastian

Episode 225: Embrace AI and Prosper— With DJ Sebastian

March 31, 2020

Spending more time being face to face building a relationship with your client will benefit your practice more than sitting behind the desk drafting mailers.

In this episode, Matt speaks with DJ Sebastian, a top-performing sales executive in the world of cutting edge technology.  DJ’s mission as an author and coach is to help sales professionals develop the skills they need and utilize these new technologies so they can achieve greater success.  

In this episode, you will learn:

  • What is Artificial Intelligence today
  • The shift in what humans do physically and mentally in the workplace - and how it affects the workforce
  • Proactive Advisor - why you should become one
  • How top advisors can leverage AI technologies in their marketing activities
  • And more!

Listen in and be inspired to read the book The Selling Revolution – Prospering in the New World of Artificial Intelligence, which takes a unique look at how the convergence of these technologies combined with social communications trends and management imperatives will revolutionize the future sales profession. 

Resources:  Top Advisor Marketing | DJ Sebastian Email | Top 10 Tips | The Selling Revolution – Prospering in the New World of Artificial Intelligence

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Special COVID-19 Episode: It’s Time To Step Up Your Game — With Joe Lukacs

Special COVID-19 Episode: It’s Time To Step Up Your Game — With Joe Lukacs

March 30, 2020

Today’s environment of self-isolation can often leave people feeling uncertain about things. Now is the time to step up and take care of yourself, your team, and your clients! 

In this episode, Matt and Kirk speak with Coach Joe Lukacs, coach to financial advisors. Coach Joe shares the lessons learned from the market downtime of 08/09, so you can better position yourself to get through these trying yet recoverable days.

In this episode, you will learn:

  • How to ask questions in the proper order to get people to answer honestly
  • Why you must accept the challenge to create certainty in these uncertain times
  • Ways to not only survive but to thrive
  • And more!

Tune in now because it is time to step up your game and ‘rockstar’ your business! 

Resources:  Top Advisor Marketing | Coach Joe Lukacs LI | Magellan Mastermind & Network

 

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Episode 223: Are You Scaling Your Credibility?

Episode 223: Are You Scaling Your Credibility?

March 19, 2020

Are you tired of spending time away from the office and your family to speak at events? There are benefits to public speaking, but what if you could reach an infinite number of people at once, all while conserving your time and energy?

In this episode, Matt and Kirk explain how you can benefit from scaling your credibility. You will hear success stories of advisors who’ve pulled this off and learn ways to start marketing yourself more efficiently.

In this episode, you will learn:

  • The benefits of scaling your credibility
  • How to determine if scaling your credibility aligns with your business goals 
  • How to use content to build relationships with prospects
  • Why having content and a complete LinkedIn profile can shorten your sales cycle
  • And more!

Tune in now and learn how to start scaling your credibility!

Resources:  Top Advisor Marketing | Kirk on LinkedIn | Matt on LinkedIn

 

Brought to you by: Iris.xyz 

Episode 222: How to Master Tough Conversations With Clients — With David Wood

Episode 222: How to Master Tough Conversations With Clients — With David Wood

March 17, 2020

Do you know how to have tough conversations with your clients? When a client cries in your office, is your automatic instinct to shut down the conversation?

In this episode, Matt speaks with David Wood, one of the world’s top life coaches, about why nine times out of 10, tough conversations are worth having. Naturally analytic, David teaches you how to switch gears to engage in tough conversations with a level of comfort and confidence that leads to deep connections.  

In this episode, you will learn:

  • How to hold space for clients who are crying in your office
  • What golden question to ask any client who is expressing strong emotions
  • An exercise to do with your clients when you’re both feeling stressed during a conversation
  • Three outcomes of difficult conversations that most advisors don’t consider
  • And more!

Tune in now to learn how to master tough conversations with your clients. 

Resources:

Top Advisor Marketing | Play for Real | Life Assessment | Tough Conversations: 4-Step Blueprint | Tough Conversations Podcast with David Wood

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Episode 219: How to Win Over Prospects With Email Campaigns — With Emily McGuire

Episode 219: How to Win Over Prospects With Email Campaigns — With Emily McGuire

February 25, 2020

Have you considered that email is no different than most of your other sales channels?  

Email campaigns give financial advisors a one-to-one relationship-building opportunity with prospects in all stages of their customer journey.

In this episode, Matt speaks with Emily McGuire, the owner of an emailing marketing studio called Flourish & Grit. This a fun and highly practical conversation where Emily teaches you how to write email campaigns that help prospects trust you in order to take the next step with your brand.

In this episode, you will learn:

  • Reasons to consider sending short emails to your list frequently 
  • Which metrics to consider, besides open-rates, when assessing your email results
  • How to generate warm leads with an email nurture sequence
  • What word to starting using right away in your emails to get better results
  • And more!

Tune in now to get advice you can use right away to write email campaigns that win over prospects.

Resources:

Top Advisor Marketing | Flourish & Grit

 

Brought to you by: Iris.xyz 

 

Episode 217 - Build a Bridge Between Means and Meaning for Your Clients — With Mitch Anthony

Episode 217 - Build a Bridge Between Means and Meaning for Your Clients — With Mitch Anthony

February 11, 2020

Named as one of the top “Movers & Shakers” in the financial services industry, Mitch Anthony has been creating innovative discovery approaches for advisors for over twenty years. 

In this episode, Matt speaks with Mitch Anthony, the founder and president of Advisor Insights Inc and co-founder of ROL Advisor. Together, they discuss the power of using storyselling to guide your clients into a decision-making mindset, the value of practicing life-centered planning™, and why it’s the advisor’s job to build the bridge between clients’ means and meaning.

In this episode, you will learn:

  • About Mitch’s “accidental tourist” introduction into financial services 
  • Why it’s problematic to view money as being more than just a utility
  • The importance between having a monologue and dialogue with your prospects
  • How Mitch helps advisors with the emotional aspect of transitioning from money-centered planning to life-centered planning
  • And more!

Tune in now to learn about Mitch Anthony’s groundbreaking approaches to client discovery!

Resources:

Top Advisor Marketing | Mitch Anthony | Life Centered Planners | ROL Advisor | ROL Advisor’s Email | Books by Mitch Anthony | Mitch Anthony's LinkedIn | Steve Sanduski's LinkedIn

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Special Series Part 3: Your Preview of the Retirement & Longevity Summit — With Ross Marino

Special Series Part 3: Your Preview of the Retirement & Longevity Summit — With Ross Marino

February 4, 2020

How will you become your prospects’ go-to expert for retirement planning in a sea of financial advisors who claim to have the same expertise? 

In this final episode of our mini-series, Matt Halloran speaks with Ross Marino, Advisor2X’s founder, about the caliber of speakers at the Retirement & Longevity Summit; these are industry experts who will show you how to differentiate yourself from other advisors that specialize in retirement planning. This your preview to many of the speakers’ pivotal teachings for wealth advisors who want to have conversations that go beyond asset management and financial planning.

In this episode, you will learn:

  • What Ross’s criteria are for the Retirement & Longevity Summit’s speakers  
  • How to ask questions that will highlight the vulnerabilities of a prospect’s current plan
  • Why advisors needn’t be afraid of not having answers to every question
  • Three intuitive tips for aging successfully
  • And more!

Tune in now to get your preview of the Retirement & Longevity Summit’s top industry speakers!

Limited-time offer exclusively for RIAs and financial advisors: Use the code TAM to save $149 on your registration for the Retirement & Longevity Summit.

Resources: 

Top Advisor Marketing | Advisor2X | Retirement & Longevity Summit | ross@rlsummit.com

Erin Botsford's Elite Advisor Course | Live Long, Die Short: A Guide to Authentic Health and Successful Aging by Roger Landry 

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Special Series Part 1: How to Move Beyond Numbers-Based Conversations — With Ross Marino

Special Series Part 1: How to Move Beyond Numbers-Based Conversations — With Ross Marino

February 4, 2020

Most advisors affirm their clients’ thoughts and feelings every time they talk. That’s called active listening. It’s valuable, but it’s not enough to help you draw out what matters to your clients. 

In this first episode of a three-part series, Matt Halloran speaks with Ross Marino, the founder of Advisor2X, about how to have conversations with clients that go beyond numbers. You don’t have to be a psychologist to carry out these conversations; Ross teaches you the purpose of deep listening and how to integrate it into your client meetings during this insightful episode.

In this episode, you will learn:

  • What the difference is between active listening versus deep listening
  • What questions to ask your clients when you’re practicing deep listening
  • How to separate your clients’ desired activities from the effect
  • Why it’s valuable to draw out why your clients’ goals matter to them
  • What a Certified Financial Transitionist® is
  • And more!

Tune in now to learn how to start practicing deep listening today.

Resources:  Top Advisor Marketing | Advisor 2X 

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Episode 213 - How to Develop Your Executive Presence — With Steve Kosch

Episode 213 - How to Develop Your Executive Presence — With Steve Kosch

January 14, 2020

Are you struggling to get your message across to your audience? Do you want to be that person who motivates a room of people to take action?

In this episode, Matt has the pleasure of speaking with renowned media icon Steve Kosch, the founder and leader of Media Training Network. Steve’s years of varied experiences on such media platforms as ABC, The Weather Channel, and CNN have led him to this point in life where he is helping executives, experts, and business leaders learn how to effectively communicate with their audiences by developing an executive presence. 

In this episode, you will learn:

  • About the client process of working with Media Training Network
  • How to lead your audience to your final call-to-action
  • Steve’s recommendations for incorporating visuals into your presentations
  • An example of a speaker who embodies an executive presence
  • And more!

Tune in and learn how to improve your next presentation by working on your executive presence!

Resources:  Top Advisor Marketing | Steve Kosch's Email | Media Training Network: (949) 720-2080

Brought to you by: Iris.xyz 

12 Days of Marketing - Episode 11 — Best Practices for Showcasing Your Expertise on Social Media

12 Days of Marketing - Episode 11 — Best Practices for Showcasing Your Expertise on Social Media

December 19, 2019

Do you know how to use social media to showcase your expertise?

In the eleventh episode of our 12 Days of Marketing series, Matt and Kirk uncover social media best practices that you can put into action right away. You will learn which content algorithms prioritize, strategies for introducing your network to your expertise, and why LinkedIn is the ideal platform for sharing your expert content.

In this episode, you will learn:

  • Examples of how to use long-form content to create consumable micro-content
  • What the purpose of expertise marketing is and how to do it
  • About current LinkedIn stats that every advisor needs to know
  • Tried-and-true ways to get engagement on your LinkedIn posts
  • And more!

Tune in now and learn how to share your expertise on social media!

Resources:  Top Advisor Marketing

Brought to you by: Iris.xyz 

 

12 Days of Marketing - Episode 10 - How to Create Your Powerful Hook

12 Days of Marketing - Episode 10 - How to Create Your Powerful Hook

December 18, 2019

Are you inspiring your prospects to take action? As you will soon find out, having a clear and succinct hook can help you to stand out and influence your target audience.

In this tenth episode of 12 Days of Marketing series, Matt and Kirk teach you how to craft your powerful hook and when to use it. Get ready to hear real examples of thought-provoking and memorable hooks!

In this episode, you will learn:

  • What is meant by a “hook”
  • How a hook differs from a value proposition
  • What the elements of a powerful hook are
  • Examples of succinct and powerful hooks 
  • And more!

Tune in and learn how to craft your hook today!

Resources:  Top Advisor Marketing 

 

Brought to you by: Iris.xyz 

Episode 207 - How to Find Your Resilience

Episode 207 - How to Find Your Resilience

November 14, 2019

As a business owner or professional, at one point or another, you will likely experience high levels of stress from different sources such as finances, unexpected changes in the industry, work/life balance — and you need resilience to help you bounce back. Where will you start?

Join Matt Halloran and Kirk Lowe in this episode, where they share ways they’ve found their resilience and what they do to maintain it and keep building on it. 

In this episode, you will learn:

  • Why understanding yourself can help you find resilience
  • What role gratitude plays in maintaining resilience
  • How problem-solving skills can help you stay resilient
  • How a strong social network can help
  • How to process change
  • And more!

Tune in now and get inspired to keep developing this essential quality in life.

Resources:  Top Advisor Marketing 

Brought to you by: Iris.xyz 

Episode 206: 3 Marketing Trends for Advisors Who Want to Stand Out —  With Jillian Bannister

Episode 206: 3 Marketing Trends for Advisors Who Want to Stand Out — With Jillian Bannister

November 12, 2019

Are you using the latest trends to help you stand out from the advisor down the street?

Today, Matt welcomes Jillian Bannister, CEO and co-founder of Ext. Marketing, to uncover three marketing trends for advisors. This is a must-listen conversation where you will learn about attracting up-and-coming demographics and the importance of testing your brand to see what is resonating with your target audience. 

In this episode, you will learn:

  • Which social media platform is the ideal place for advisors to reach their audience
  • Words of advice about segmenting your millennial audience
  • The importance of focusing on people who are interested in ESG and socially responsible investing
  • How long it takes for an advisor to gain traction on a new brand
  • And more!

Tune in and learn how to become bigger and better!

Resources:  Ext. Marketing | Email Jillian | Jillian Bannister's LinkedIn

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Episode 204 - Transform Your Thinking for Better Digital Marketing Outcomes — With James Robert Lay

Episode 204 - Transform Your Thinking for Better Digital Marketing Outcomes — With James Robert Lay

October 29, 2019

What is keeping you from creating a digital marketing strategy that brings in leads and leaves you feeling confident about your firm’s future?

In this episode, Kirk Lowe has a riveting conversation with James Robert Lay, founder and CEO of Digital Growth Institute. They discuss how you can break through the barriers that are holding too many financial brands back from maximizing their digital growth potential.

In this episode, you will learn:

  • What challenges hold financial brands back from maximizing their digital growth potential
  • What the greatest opportunities are for financial brands to capture over the next 12-24 months 
  • How a financial brand marketing, sales, and leadership team can develop a digital growth mindset
  • What role humans will play, if any, in a digital consumer's buying journey when shopping for a financial product
  • What lies ahead for Digital Growth Institute
  • And more!

Tune in now and get inspired to reach better digital marketing outcomes!

Resources:  Top Advisor Marketing | Digital Growth Institute

 

Brought to you by: Iris.xyz 

Episode 202 - The Evolution of Advisor Marketing

Episode 202 - The Evolution of Advisor Marketing

October 17, 2019

There has been considerable evolution in advisor brands. Many tactics advisors use to get their message out have changed, but interestingly enough, some things have stayed the same.

Today, Kirk Lowe and Matt Halloran dive into a subject that stirs up debates amongst advisors: marketing then and now. They examine the seven levels of the advisor marketing evolution to uncover how advisor brands have become what they are today.  

In this episode, you’ll learn:

  • The difference between branding and visual identity
  • How advisors started differentiating themselves from other advisors
  • What content marketing used to be versus what it is now
  • How advisors started building their credibility
  • And more!

Tune in now and get your advisor brand up-to-date! 

Resources: Top Advisor Marketing | How to Start Your Own Podcast

Brought to you by: Iris.xyz

Episode 200 - Top Things We Have Learned in 200 Episodes

Episode 200 - Top Things We Have Learned in 200 Episodes

October 8, 2019

Today’s episode marks a special occasion for the Top Advisor Marketing team. It’s the 200th episode our Top Advisor Marketing Podcast! 

We couldn’t be more proud and motivated to share what we have learned along the way.

There are many variables in play when doing a podcast. There are technical, production, marketing, and even emotional aspects to consider. So how can you make sure your podcast lasts for 200 episodes and beyond — and brings you and your company success? Join your hosts, Matt Halloran and Kirk Lowe, as they share valuable lessons about their podcasting journey.

In this episode, you’ll learn:

  • The most important elements to having a successful podcast
  • Factors that can affect the quality of your recording
  • Why podcasting has been the best long-term investment for Top Advisor Marketing
  • Common podcasting mistakes you should avoid
  • And more!

Tune in now and learn tips to make your podcasting experience more fun, efficient, and successful. 

Resources: Top Advisor Marketing 

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