Episode 105 - Creating an Extraordinary Client Experience with Julie Littlechild

September 13, 2018
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If you sent a survey out to your clients, what would they have to say about their experience with you? Would they rave about your business model, or comment on how regularly they bring you up to their family and friends? Or would they note that you're office seemed cold, or they felt like you were working towards different goals than they were?

In the financial world, we know that referrals are your bread and butter. Which means that client experience is pivotal because the people in your office today are making sure there are people there tomorrow. Joining Matt today is Julie Littlechild, speaker, writer, and founder of Absolute Engagement. 

As an expert on client experience, Julia and Matt discuss what it takes to make your client experience extrodinary. With an 11 step program, Julia has made it simple for advisors, or anyone who has a referral based business, to create happy and lasting client relationships. 

LINKS: Julie Littlechild LinkedIn | Client Engagement

Episode 89 - Social Media Research With Julia Ritchie

July 19, 2018
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In today's episode, Matt brings on one of Top Advisor's inhouse social media expert, Julia Ritchie to share her recent findings on updates to all our of major Social Media Platforms. Julia has an advanced degree in digital media and communications, and has been an important addition to our team. With changes to everything from user interface, to ad formats and new features, Julia and Matt explore the changes that will be impacting your summer social media experience. If you're interested insuring that your posts continue to please the algorithm, this is an episode you won't want to miss. 

Episode 72 - Willa Silver - Good Referrals, Good Sales!

May 10, 2018
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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

Episode 67 - How to Overcome Adversity with Dr. Jack Singer

April 10, 2018
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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

Episode 64 - Medicare Marketing for Complete Client Offering

March 27, 2018
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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 | 

Episode 63 - Behavioral Finance with the Emotional Investor

March 22, 2018
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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

Episode 60 - 5 Media Relation Tools for Advisors

March 13, 2018
00:0000:00

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

 

 

Episode 36 - Warrior Advisors Have Laser-Like Focus w Olympian, Paul Kingsman

September 7, 2017
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Kirk and Matt are joined by Paul Kingsman. Paul wrote the book, "The Distraction Proof Advisors". He speaks to, writes and coaches top advisors on how to pursue and achieve a laser-like focus. Paul shares four common ways advisors get distracted and how that distracts them from generating more revenue, more profit, more client time, more personal time and more fun in their practices. Paul also shares his experience competing in the 1988 Olympics and how it shaped his coaching business.

PAUL KINGSMAN ON LINKEDIN | BOOK, THE DISTRACTION-PROOF ADVISOR" | WEBSITE

Episode 32 - How To Leverage Impact Investing In Your Practice with Sonya Dreizler

August 18, 2017
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Sonya defines Impact Investing (also known as SRI, ESG...) and it's growing role in an advisor's practice. Sonya breaks down the jargon and acronyms popping up in this new area of responsible investing and steps advisors need to consider to begin understanding, talking with clients about and implementing into their practice.

LINKS: LINKEDIN | WEBSITE

Episode 29 - 5 Questions Advisors Ask About Connecting with HNW Prospects (w John Frankot)

August 1, 2017
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Matt and Kirk chat with John Frankot of Triple-R-Media about five common questions advisors ask John about connecting with and attracting high net worth prospects. John defines what a true HNW prospect is and addresses advisors' insecurities about working with the HNW. We also discuss simple tactics to find, approach and engage the HNW market most advisors aspire to work with. 

 

LINKS: JOHN FRANKOT | LIFE REFINED MAGAZINE 

Episode 28 - Why Advisors Should Care About Behavioral Finance

July 10, 2017
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Prasad Ramani, founder of Syntoniq, joins us to discuss the simple and compelling applications of behavioral finance in an advisor's practice and a client's life. Prasad discusses: why is BF important, how does it impact client investment behavior, why is it a factor when it comes to business development, and how BF can be used to develop and strength relationships with new and existing clients. 

LINKEDIN | BIO | WEBSITE | TAKE BF ASSESSMENT

Episode 27 - The #1 Selling Mistake Keeping Advisors From Earning Serious Money w Jimmy Lyons & Jeff Tompkins

June 16, 2017
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AdvisorConnects's Jimmy Lyons and Jeff Tompkins join Matt Halloran for a discussion on ways advisors can adopt technology to make their practice and lives better. In the age of digital fatigue, advisors need to find how to connect technology to simplify how it works, how much it costs and how it can give them more time, not less. 

LINKS: AdvisorConnect.co | LINKEDIN (Jimmy) | LINKEDIN (Jeff)

 

Episode 20 - “5 Communication Faux Pas, Missteps and Mistakes” by Renee Walker, Marketing Strategist

May 12, 2017
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Matt, Kirk and Renee talk about branding, marketing and how to help advisors improve marketing communications. Renee shares her "5 Communication Faux Pas, Missteps and Mistakes". Advisors need to avoid making these mistakes to enhance their marketing success. Renee has an interesting background having worked with politicians for years helping them with marketing communciations and branding.

GUEST BIO: Ensightium  | LinkedIn

Renée T. Walker has earned many titles: brand whiz, business and communication strategist, entrepreneur, author, speaker, business and executive coach, accredited public relations pro. Her wisdom and insights on strategic communications, brand building and reputation management help her growth-stage clients accelerate results and solve complex business challenges.

Episode 19 - Get to Know Doug Heikkinen at IRIS.xyz

May 12, 2017
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Doug chats about his incredible financial content and media platform (IRIS.xyz) - and how and why he got started. Doug talks about the advent of financial planning too- great story. IRIS is an incredible platform (community) for advisors to learn and share their content. You'll want to listen to this podcast then check IRIS out. 

GUEST BIO:

IRIS.XYZ | LINKEDIN

Douglas Heikkinen brings over 25 years of experience as a marketing and communications professional and a client-side procurer of information and services to the financial sector and others. He is a defector from the corporate world, taking with him a thorough understanding of the mindset of capital business.

Episode 15 - Get to Know Susan Bradley & Sudden Money Institute

May 3, 2017
00:0000:00

Susan discusses her journey to being the foremost expert on transition planning. She relays the importance of advisors’ role in helping people with sudden money and describes the “Financial Transitionist” role, training and credential.

LINKS:

SuddenMoney.com | Book, “Sudden Money: Managing a Financial Windfall

GUEST BIO:

Susan Bradley is the founder of the Sudden Money® Institute (SMI), a resource center for Life Transitions and Good Decisions. The Institute trains financial advisors and other professionals in Financial Transitions Planning, a unique set of process and tools for managing the human dynamics of financial change.  Susan is the author of Sudden Money: Managing a Financial Windfall (Wiley 2000).

Episode 13 - Get to Know John Frankot & TripleRMedia’s HNW Marketing Approach

April 14, 2017
00:0000:00

HNW practices are driven by relationships. Every advisory knows this. A big issue is that advisors don't have a system in place to nurture these relationships. Top-of-mind is great but mind-share is better. Advisors need to find out how to be within an ideal prospects sphere of influence. It starts with meeting HNW prospects where they are - with what interests them.

GUEST BIO:

John helps businesses with high net worth clients Cut Through the Noise, Cultivate Relationships, and Increase Referrals. He is founder and president of Triple R Media.

linkedin.com/in/johnfrankot | Life Refined Magazine

Episode 10 - Get to Know Robert Sofia & Snappy Kraken’s Marketing Platform

April 6, 2017
00:0000:00

Advisors can't build good marketing while considering how to make "compliance" happy. It's better to start with what will work then work backwards to get compliance on board or to make small concessions. Lots more financial marketing and success nuggets throughout this podcast.

Robert launched a platform to help advisors automate many parts of their business (prospecting, client experience, client communication, prospect mgmt) so advisors can focus on the only thing they can't outsource of automate, meeting with clients. Lots of great insight into Snappy Kraken's platform.

Mentions: Robert Sofia, Snappy Kraken

GUEST BIO:

Robert Sofia founded Snappy Kraken, a SaaS marketing solution that helps financial advisors personalize, automate, and track marketing campaigns and business processes. SnappyKraken.com

 

 

Episode 8 - Getting to Know Sheryl Brown of Ash Brokerage

April 5, 2017
00:0000:00

Sheryl shares her passion for business development, life, financial literacy and a better world. She talks about how Advisors are too often caught up in finspeak (financial industry jargon) to truly connect with, engage and influence the masses of seemingly uninterested investors, how important listening is to selling, and how Advisors rarely adopt and adapt to the what the leading thinkers in this industry are talking about, doing and succeeding at.

Peer book Sheryl referenced: Flirting With The Uninterested

GUEST BIO:

Director of the Business Development Analyst Team at Ash Brokerage. Passionate business development and social media expert. Helps financial professionals expand their influence and grow their businesses. Connect with her on LinkedIn.

Episode 4 - The Pursuit of Absolute Engagement w/Julie Littlechild

February 22, 2017
00:0000:00

Human beings aren’t equipped with unlimited battery backs. The growth of our businesses goes hand-in-hand with our personal wellbeing. How does personal vision fit into business vision? How do you build a business that supports the life you want for yourself? Why is audacity necessary in achievement and action? On this episode, author, speaker and coach talks about her book The Pursuit of Absolute Engagement and gives insight on the principles she wrote about.

To pursue absolute engagement is to be intentional about structuring your business in a way that supports meaningful growth. Julie Littlechild

Guest Bio:

Julie Littlechild is a speaker, writer and the Founder of AbsoluteEngagement.com. She helps successful professionals and entrepreneurs design businesses that support the lives they want to live and to create lives that fuel their capacity to do just that. Julie has worked with and studied top producing professionals, their clients and their teams for twenty years. She is a recognized expert on driving deeper engagement and growth and the author of a popular blog. To get in touch email jlittlechild@absoluteengagement.com. To learn more about her book or buy it www.AbsoluteEngagement.com/book.

Episode 2 - Top 5 Keys To Working With the Press To Grow Your Advisor Practice w/Matt Ackermann

January 18, 2017
00:0000:00

Advisors aspire to be an asset for the media, and someone journalists want to interview. What increases your chances of building that kind of relationship? On this episode we share insights on the top 5 things advisors should know about when it comes to working with the press. We talk about knowing your interviewer and building conversational relationships with Investment News’ digital content director Matt Ackermann.  

Guest Bio:

Matt is the director of digital content at Investment News.  Follow him on Twitter @acketyack.