Top Advisor Marketing
Episode 154 - The Art & Science of Marketing with Andrew Healy

Episode 154 - The Art & Science of Marketing with Andrew Healy

April 9, 2019

At Top Advisor Marketing we don't look at anyone as "the competition". Which is why it's always a pleasure to host someone else in the financial marketing industry to share their expertise and insights. 

Joining Matt today is Andrew Healy, co-founder and partner at the financial marketing agency Water & Wall. Andrew co-founded Water & Wall with the expressed purpose of applying his love for capturing clients’ stories and sharing it with the exact right audience to help their businesses grow. He takes a measured, disciplined approach to the communications process that has resulted in some of the longest-tenured client relationships in the business, and he’s a driving force behind the agency’s expansion into digital and next-gen marketing techniques. 

Matt and Andrew discuss what holds advisor's back from marketing, key components to building an authentic brand, what crisis management can look like in finance and so much more! Be sure to tune in today to discover how to create your own complete marketing solution! 

Links: Andrew Healy LinkedIn | Water & Wall Group

Episode 153 - Direct Response Marketing with Seth Greene

Episode 153 - Direct Response Marketing with Seth Greene

April 4, 2019

Today your host Matt is joined by the one and only Seth Greene to discuss his expertise in direct response marketing. 

Seth is the nation’s foremost authority on growing your business with a podcast along with being the co-host of the Sharkpreneur podcast with Shark Tank’s Kevin Harrington that was just named “One of the Top 10 Podcasts to Listen to in 2019” by Nasdaq. He is also a 7-time best selling author and has been interviewed everywhere from Forces to CBS Moneywatch. 

Matt and Seth are diving into what direct response marketing is and how you as an advisor can utilize this tool to create momentum marketing and fill your client list. 

If you're ready to experience two podcasting and financial marketing experts, be sure to listen in today! 

 

Links: Seth Greene LinkedIn | Sharkpreneur Podcast  | Market Domination

Episode 152 - Setting Realistic Social Media Goals with Ediri Obor

Episode 152 - Setting Realistic Social Media Goals with Ediri Obor

April 2, 2019

Your host Matt Halloran is joined by one of our team members and social media specialists Ediri Obor today to discuss setting social media goals. 

Unrealistic social media goals are one of the biggest obstacles business owners face when it comes to successful marketing. Whether that comes from a lack of understanding of the medium, or the inability to integrate social media in their large scale marketing plan, these unrealistic goals and misuse of social media can hold you back from your marketing success. 

Discover the mindset you need to get your social media back on track and ramp up your marketing strategy by listening in with Matt and Ediri today! 

Links: Ediri Obor LinkedIn | How to Create the Right Expectations for Your Social Media Marketing

 

 

Episode 150 - Part 3 of The Compounding Impact of Marketing to Women with Podcasts: How to Maximize Your ROI Featuring Adri Miller-Heckman

Episode 150 - Part 3 of The Compounding Impact of Marketing to Women with Podcasts: How to Maximize Your ROI Featuring Adri Miller-Heckman

March 26, 2019

Your host Matt welcomes returning guest Adri Miller-Heckman for the final installment of their  three-part mini-series titled: The Compounding Impact of Marketing to Women With Podcasts: How to Maximize Your ROI. 

For their final segment together, Matt and Adri discuss how you go about bringing products and services to market. With all things in business, you need to be willing to take a risk with your marketing. Not every strategy or idea is going to work 100%.  From today's episode, you're going to walk away with the answer to three key questions:

1. What are the benefits? (And get ready because it's not what you think!)

2. Where do I start and what steps will I need to take?

3. How do I make my marketing a defining moment?

With some help from Matt and Adri, your marketing is bout to get easier. Learn how to plan strong marketing strategies, put yourself out there, and understand the multidimensional benefits of your marketing.

 

Adri is a globally recognized speaker, author, and consultant in the financial industry. She is the founder of femXadvisor™, a professional training and coaching business designed to help advisors generate exponential growth with the femXadvisor™ process to create a female-friendly, results-oriented financial practice. 

Top Advisor Listener Special!

FREE 30-Day Trial! 

Whether you are actively pursuing the female market or simply want to develop a stronger relationship with your existing female clients, our Engaging Email Marketing Membership program will make the process easier and more effective. As a member, you receive female-friendly engaging nurture emails that are easy to implement; tools to engage women, making your efforts more effective; and ideas, strategies, and live coaching to make marketing to women FUN! Try our 30-Day Free Trial! Learn more at http://adrimillerheckman.com/tools/topadvisor/ 

Episode 149 - Part 2 of The Compounding Impact of Marketing to Women with Podcasts: How to Maximize Your ROI Featuring Adri Miller-Heckman

Episode 149 - Part 2 of The Compounding Impact of Marketing to Women with Podcasts: How to Maximize Your ROI Featuring Adri Miller-Heckman

March 21, 2019

Your host Matt welcomes returning guest Adri Miller-Heckman to part two of their three-part mini-series titled: The Compounding Impact of Marketing to Women With Podcasts: How to Maximize Your ROI. 

On today's episode, Adri discusses the most common questions and concerns she hears from women about podcasting. With Adri hosting the interview, listen in and learn from your host Matt how you can overcome some of the apprehensions about podcasting and sharing your story. In addition, you'll discover the value of podcasting for women in the financial sector and the impact it can have on maximizing your ROI.

 

Adri is a globally recognized speaker, author, and consultant in the financial industry. She is the founder of femXadvisor™, a professional training and coaching business designed to help advisors generate exponential growth with the femXadvisor™ process to create a female-friendly, results-oriented financial practice. 

Top Advisor Listener Special!

FREE 30-Day Trial! 

Whether you are actively pursuing the female market or simply want to develop a stronger relationship with your existing female clients, our Engaging Email Marketing Membership program will make the process easier and more effective. As a member, you receive female-friendly engaging nurture emails that are easy to implement; tools to engage women, making your efforts more effective; and ideas, strategies, and live coaching to make marketing to women FUN! Try our 30-Day Free Trial! Learn more at http://adrimillerheckman.com/tools/topadvisor/ 

Episode 148 - The Compounding Impact of Marketing to Women with Podcasts: How to Maximize Your ROI Featuring Adri Miller-Heckman

Episode 148 - The Compounding Impact of Marketing to Women with Podcasts: How to Maximize Your ROI Featuring Adri Miller-Heckman

March 19, 2019

Your host Matt welcomes returning guest Adri Miller-Heckman to part one of their three-part mini-series titled: The Compounding Impact of Marketing to Women With Podcasts: How to Maximize Your ROI. 

Adri is a globally recognized speaker, author, and consultant in the financial industry. She is the founder of femXadvisor™, a professional training and coaching business designed to help advisors generate exponential growth with the femXadvisor™ process to create a female-friendly, results-oriented financial practice. 

On today's episode, Matt and Adri discuss the importance of branding when its come to marketing to women. Listen in to discover some of the critical elements of honing your message to create a real and authentic experience that appeals not only to your women clientele but men as well. 

Top Advisor Listener Special!

FREE 30-Day Trial! 

Whether you are actively pursuing the female market or simply want to develop a stronger relationship with your existing female clients, our Engaging Email Marketing Membership program will make the process easier and more effective. As a member, you receive female-friendly engaging nurture emails that are easy to implement; tools to engage women, making your efforts more effective; and ideas, strategies, and live coaching to make marketing to women FUN! Try our 30-Day Free Trial! Learn more at http://adrimillerheckman.com/tools/topadvisor/ 

Episode 147 - Tips to Creating Your Marketing Calendar with Kaley Lewis

Episode 147 - Tips to Creating Your Marketing Calendar with Kaley Lewis

March 15, 2019

Your host Matt Halloran is welcoming back a returning guest and one of Top Advisor Marketing's very own Kaley Lewis to discuss how you can create timely and engaging marketing calendars. 

The two social media veterans discuss the value in adding timely and sometimes humorous posts to your regular social media calendar, how you can use an annual structure to create content for your podcast or blog, and some of their favourite "days" to celebrate. 

Let Matt and Kaley help you build your marketing calendars by listening in today! 

Links: Kaley Lewis LinkedIn | Tips For Creating Engaging and Timely Marketing Calendars

Episode 146  - Creating Your Story Brand with Amy Huth

Episode 146 - Creating Your Story Brand with Amy Huth

March 12, 2019

Your host Matt Halloran welcomes Amy Huth, founder and CEO of Due North Brand Consulting to today's show to discuss how you can use storytelling to further develop your brand. 

Story branding has been in the industry for a while now, but many advisors haven't been executing the practice to it's fullest potential. With over 16 years of experience, Amy understands what it takes to make your brand a priority and how you can take your brand and your bottom line to the next level using storytelling with a purpose.

If you're looking to grow your brand, or discover how to build a brand that tells the story and success of you, be sure to listen in today! 

 

Links: Amy Huth LinkedIn |Due North Brand Consulting

Episode 145 -  Flourish Financially with Kathy Longo

Episode 145 - Flourish Financially with Kathy Longo

March 7, 2019

On our second episode of Women's month, your host Matt Halloran welcomes Kathy Longo, CFP®, CAP®, CDFA to discuss her newest book Flourish Financially: Values, Transitions, and Big Conversations.

Kathy brings 25 years of experience and her extensive knowledge and wisdom working as a wealth manager, financial planner, firm manager, and business owner to her writing and this podcast! 

Kathy's new book, Flourish Financially: Values, Transitions, and Big Conversations, explores how the concept of money is a lot more than the dollars and cents we earn, save and spend. 

Get to the know the author and learn more about this incredible book, what it takes to become an author, and a few marketing tips to make your next book an incredible success!

Links: Kathy Longo LinkedIn | Flourish Financially

Episode 144 - Social Media Changes of 2019 with Julia Ritchie

Episode 144 - Social Media Changes of 2019 with Julia Ritchie

March 5, 2019

Your host Matt Halloran welcomes one of Top Advisor Marketing's very own Julia Ritchie back to the mic today to dive into what's happening in social media! 

Julia is one of our social media specialists at Top Advisor Marketing and one of her primary focuses is keeping us current with the ever evolving changes that are happening on your social platforms. One of our top priorities for our clients is to please the algorithm with every post we make, and with Julia's help we're able to stay on top of those changes. 

In today's episode Julia and Matt discuss some of the big changes we've seen since the start of 2019, and what you as advisors, lawyers, or business owners can be doing to stay proactive on your social media. 

Tune in today to keep your engagement high and social media successful!

Links: Julia Ritchie LinkedIn | Social Media Changes Report 

Episode 143 – The Taylor Method with Eszylfie Taylor

Episode 143 – The Taylor Method with Eszylfie Taylor

February 28, 2019

Today Matt welcomes award winning advisor, broker and agent Eszylfie Taylor! With nearly two decades in the business, Eszylfie has managed to succeeded exponentially in the trenches and through his experiences created The Taylor Method, the topic of today’s podcast.

The Taylor Method is an accumulation of Eszylfie’s career triumphs and failures. Derived from over 16,000 client interviews, the Taylor Method puts all the ideas, tools, language and processes for success in one convenient online location.

Matt and Eszylfie explore the substance behind the method and the value it can bring to your advisory business.

Be sure to tune in today to learn more about what The Taylor Method could be doing for you!

Links: The Taylor Method | Eszylfie Taylor LinkedIn

Episode 141 - Marketing as an OSJ with Craig Snyder

Episode 141 - Marketing as an OSJ with Craig Snyder

February 21, 2019

It's a first for our host Matt Halloran as he welcomes our first OSJ to the show, Craig Snyder.

Craig is the CEO and Founder of the America Group, a premiere financial services group at LPL Financial. With over 40 years in the business, Craig understands what it takes to develop a strong brand and flourishing business.

With our focus on bringing you, our listeners, something unique and different with every podcast Matt is thrilled to sit down and discuss Craig's extensive experience and the marketing success he's develop with the America Group. 

Tune in today for more top advisor marketing tips!

 

Links: Craig Snyder LinkedIn | America Group 

Episode 140 - Business Marketing Strategy with Diederik Heinink

Episode 140 - Business Marketing Strategy with Diederik Heinink

February 19, 2019

Matt welcomes another international guest to today's show, Diederik Heinink, to discuss some of his experience building business marketing strategies and what you can do to change yours!

Diederik has a resume a mile long with experience building brands and business all over the world. He recently opened up his own company, East Marketing, which specializes in designing marketing strategies for #FinTech companies and where he serves as founder and CEO.

Diederik shares in his expertise and advice on some of the strategies you can incorporate into your business/marketing plan to help you see growth and consistent results.

Be sure to tune in today for some refreshing advice when it comes to your marketing strategy! 

 

Links: Diederik Heinink LinkedIn | East Marketing 

Episode 139 - Becoming a Great Host with Celeste Headlee

Episode 139 - Becoming a Great Host with Celeste Headlee

February 14, 2019

In our most meta podcast to date, Matt is joined by public radio journalist and author Celeste Headlee to discuss what it takes to become a great host. 

Some of you may recognize Celeste's name from her work with a variety of publications including NPR, PBC, GPB, and PRI. In addition to her spoken work, Celeste is the author of two books, We Need to Talk: How to Have Conversations That Matter, and Heard Mentality: An A-Z Guide on How to Take Your Podcast or Radio Show from Idea to Hit

Together, Matt and Celeste dive into the two major components of being a great podcast host: what can be taught and what is innate. 

If you've ever considered podcasting, or currently host your own, be sure to listen in today and discover what your podcast could be missing!

Links: Celeste Headlee LinkedIn | Heard Mentality: An A-Z Guide to Take Your Podcast or Radio Show From Idea to a Hit|Celeste Headlee TED Talk: 10 Ways to have a better conservation | We Need to Talk: How to Have Conversations That Matter

Episode 137 - 2019 Marketing Trends with Luke Acree

Episode 137 - 2019 Marketing Trends with Luke Acree

February 7, 2019

With the first month of 2019 behind us, it's time to refocus on marketing! Host Matt Halloran welcomes returning guest Luke Acree of ReminderMedia back to the microphone today to discuss the biggest marketing trends of 2019.

Luke is one of the founding partners of ReminderMedia, where they provide marketing services beyond the financial sector giving them the edge on marketing strategies and success stories. Luke offers some of his best advice to keep your marketing relevant throughout 2019. 

Tune in today to learn more about how you can make 2019 your best marketing year yet!

Links: Luke Acree LinkedIn | ReminderMedia

Episode 135 - The Value of Vision with Karen Coyne

Episode 135 - The Value of Vision with Karen Coyne

January 31, 2019

Many financial advisors have a vision. A vision for their business, a vision for their growth, and a vision for their team. To achieve any of these visions, you have to set goals. But are you using vision to its fullest potential with your client base? 

Our host, Matt Halloran, welcomes CFP® and vision expert Karen Coyne to our latest episode to discuss how vision can be a year-round discussion with your clients. With her unique approach to focusing on vision, Karen doesn't center her financial business model around drawing in more clients, but on delivering high-quality service. 

Understanding what drives your clients and their vision for today, tomorrow, and ten years can help you build a stronger and more referable practice. Listen in today and start developing your own sustainable vision!

Links: Karen Coyne LinkedIn 

 

Episode 132 - Lifestyle Marketing with Eric Gaddy

Episode 132 - Lifestyle Marketing with Eric Gaddy

January 22, 2019

More and more, we see people promoting the concept of work-life balance. If you're ready to offer your clients the opportunity to retire early and get on living, you'll love our next/returning guest Eric Gaddy! 

As the author and owner of Retire Early, Eric is an expert in getting your financial house in order so that you can live life outside the office. Today with our host, Matt Halloran, Eric will discuss how financial professionals can use the retire early lifestyle to market and prospect for clients. 

If you're considering early retirement or are simply ready to offer your clients more living, be sure to listen in today! 

And if you missed Eric's original podcast, you can find it HERE!

Links: Eric Gaddy LinkedIn | "Retire Early - What are you waiting for?"- The Book | How To Retire Early Website | Retire Early Resources

Ep 130 - Social Media Methodology with Ian Moyse

Ep 130 - Social Media Methodology with Ian Moyse

January 15, 2019

Are you wondering about the value of social media in your financial practice? Our expert guest Ian Moyse offers his insight into the true value of social media in your prospecting efforts.

Joining host Matt Halloran from across the pond, Ian is the sales director of Natterbox, a done-for-you digital communications solution. 

These two social media gurus explore the hard and fast reality that social media isn't your technology fix. It will never replace traditional methods. But working in symbiosis with your prospecting avenues can create a stronger and more reliable sales stream. 

 If you're ready to explore what social media should mean to your company, listen in today!

Links: Ian Moyse LinkedIn | Natterbox

Episode 129 - The Freedom Practice with Craig Hersch

Episode 129 - The Freedom Practice with Craig Hersch

January 10, 2019

Today we're changing up a few things on Top Advisor Marketing Podcast! Our host Matt Halloran is joined by estate planning attorney Craig Hersch!

Craig is the creator of The Freedom Practice, a practice management program that helps estate planning attorneys grow their practice. These unique tactics don't just apply in the world of law, but can help you make your practice fundamentally unique and different! 

Craig is an expert at what he does. He is a host of his own podcast, an editor at Trusts & Estate Magazine, and a contributor to wealthmanagement.com. 

Be sure to listen in today and learn how you can create growth in your own practice! 

Links: 4GameChange PodcastCraig Hersch LinkedIn| Common Cents Estate Planning: Practical Advice You Should Consider With Your Attorney, CPA and Financial Advisor

Episode 128 -  Four Steps to Marketing in 2019

Episode 128 - Four Steps to Marketing in 2019

January 8, 2019

Welcome back to our third season of Top Advisor Marketing Podcast! To get you ready for 2019, our host, Matt Halloran, is joined by marketing and branding expert Kirk Lowe to discuss four steps to marketing in 2019!

Get ready for a new-and-improved you this year as Kirk and Matt walk you through the exact process they offer their branding clients. It's a process Kirk has spent the past 18 years perfecting. Using their proven four step process: attract, intrigue, engage, and influence, Kirk and Matt share several actionable steps you can take to bring your ideal clients through the door!

Be sure to listen in today and begin your marketing success!

 Links: Marketing Plan Tactics | Marketing BluePrint Video