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 224: How to Create Lasting Brand Awareness — With Rebecca Hourihan

Episode 224: How to Create Lasting Brand Awareness — With Rebecca Hourihan

March 24, 2020

Do you need to become more recognizable? Are you the top search in your region?

In this episode, Matt speaks with Rebecca Hourihan, founder and CMO of 401(k) Marketing.  She elaborates on how she helps retirement-plan advisors market their expertise and build long-lasting brand awareness. 

In this episode, you will learn:

  • What led Rebecca to start this company and serve plan advisors
  • Why is it important for the 401(k) market to be branded like other businesses
  • How Rebecca and her team will assist you as a plan advisor
  • And more!

Tune in now and learn how to start building long-lasting brand awareness.

Resources:  Top Advisor Marketing | 401(k) Marketing  | Rebecca Hourihan on LinkedIn 

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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

 

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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 218: How to Stay on the Forefront of Marketing in the 401(K) Space — With Aaron Pottichen

Episode 218: How to Stay on the Forefront of Marketing in the 401(K) Space — With Aaron Pottichen

February 18, 2020

What strategies are you using to stand out from other financial professionals? Learn new strategies from a professional who’s making waves in a particularly competitive space.

In this episode, Matt speaks with Aaron Pottichen, senior vice president at Alliant Retirement Consulting, about how Aaron stays on the cutting edge of marketing in the very competitive 401(k) space. Aaron delves into what strategies he uses to set himself apart, including how he creates videos that are easy to shoot, compliance-friendly, and optimal for sharing on his LinkedIn profile.  

In this episode, you will learn:

  • Why Aaron enjoys working in the 401(k) space
  • Aaron’s strategy for giving prospects immense value — and why this matters
  • Why Aaron prospects in a way that’s backwards to what the rest of the industry does
  • What 401(k) offerings resonate the most with his target market
  • What guidelines Aaron uses for creating LinkedIn videos
  • And more!

Tune in now and learn new strategies for climbing to the forefront of your space — and staying there.

Resources:

Top Advisor Marketing | Alliant Retirement Consulting | Aaron Pottichen's LinkedIn

 

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Episode 216 -  8 Content Marketing Trends for 2020

Episode 216 - 8 Content Marketing Trends for 2020

February 6, 2020

One of the most powerful tools in marketing is great content. Content marketing is a crucial component of any successful marketing plan - or at least, it should be -  and having a solid content marketing strategy in place will benefit your overarching marketing goals.

Content marketing in a nutshell? Try to be as valuable as you can be. 

In this episode, you will learn:

  • Elements to consider when developing your content marketing strategy
  • The value of knowing your audience
  • How to come up with great content
  • The importance of personalizing content
  • And more!

Tune in now and learn how you can spice up your content marketing strategies for 2020.

Resources:  Top Advisor Marketing 

Podcasting Guide

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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 2: Surprising Features That Make or Break Industry Conferences — With Ross Marino

Special Series Part 2: Surprising Features That Make or Break Industry Conferences — With Ross Marino

February 4, 2020

Have you ever attended an industry conference only to be left feeling dissatisfied? You couldn’t focus during the presentations, you barely networked, and you felt tired most of the time. 

Ross Marino, the founder of Advisor2X, can prove that the problem wasn’t with you — it was with the conference. In part two of our mini-series, Matt Halloran and Ross discuss the overlooked and supposedly small details that bring conferences from time-wasting to highly productive and memorable for advisors. 

In this episode, you will learn:

  • What to consider before deciding to invest your time at a conference
  • What qualities of a conference set advisors up to make decisions and then act on them
  • How to choose which action-item to implement after a conference
  • And more!

Tune in now to consider what qualities to look for in an upcoming conference before you invest your time. 

Resources:

Top Advisor Marketing | Advisor2X | Retirement & Longevity Summit 

 

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Episode 214 - How to Rank Higher in Google’s Search Results — With Samantha Russell

Episode 214 - How to Rank Higher in Google’s Search Results — With Samantha Russell

January 21, 2020

Is your advisory practice coming up at the top of Google’s search engine results page? Can your prospects find you on social media?

Today Matt is joined by returning guest Samantha Russell, the chief marketing officer at Twenty Over Ten, to discuss how advisors can become visible to prospects of all ages that are increasingly searching online for advisors to work with. Together, they define and uncover long-term niche strategies, the art of attracting pre-sold clients, how to optimize your website for voice searches, and more!

In this episode, you will learn:

  • How to use content marketing to serve your niche
  • How to tweak your website in order to rank higher in search results
  • Two little-known ways to optimize your website for voice searches
  • What you can expect from Twenty Over Ten’s new Lead Pilot program 
  • And more!

Tune in now and learn expert tips for boosting your firm’s online visibility!

Resources:  Top Advisor Marketing | Twenty Over Ten | Samantha C. Russell | Lead Pilot 

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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

 

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Episode 203 - Going All-In With Online Millennial Entrepreneurs — With Danielle Granger Nava and Dustin Granger

Episode 203 - Going All-In With Online Millennial Entrepreneurs — With Danielle Granger Nava and Dustin Granger

October 22, 2019

Would you ever be so bold as to switch your niche?

In this episode, Matt speaks with a financial planning brother-sister duo, Danielle Granger Nava and Dustin Granger, about their pivotal decision to start targeting online millennial entrepreneurs. Having made a clean break from the traditional advisor path, Danielle and Dustin share their perspective on playing the long-game and how they’re winning over this growing market. 

In this episode, you will learn:

  • About Danielle and Dustin’s journey to creating Toujours Planning Wealth Management
  • Why they’ve chosen to serve online millennial entrepreneurs — what about the big fish?
  • How Danielle and Dustin decide on podcast topics 
  • What they’ve done to make their website appealing to millennials
  • Why niche marketing is a long game, not a sprint
  • And more!

Tune in now and become inspired to go all-in with your dream niche!

Resources:  Top Advisor Marketing | Toujours Planning Wealth Management | Email | Worth It Podcast | Worth It Podcast on Instagram

 

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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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