Episode 87 - Influences vs Strategic Partnerships with Gwynn & Joanne

July 5, 2018
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Today, Matt Halloran brings on two former guests Gwynn Sharick-Elberson and Joanne Giardini-Russell from Boomer Health Group. Gwynn and Joanne guide you through determining your Influencers vs Strategic Partners and how you can use strategic partnering to grow your practice. While influencers are often about uplifting and providing you with tools to get strategic partners, and Gwynn and Joanne are here to make sure you capitalize on grabbing those partnerships to reach your next goal as a financial advisor.

Tune in to listen to Gwynn and Joanne, who's thought leadership will help you better understand and utilize both types of relationships!

Boomer Health Group

Episode 86 - The Power of Social Media with Heather Wilson

July 3, 2018
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Today, Matt Halloran brings on Heather Wilson from SEI to discuss the power of Social Media and financial advising. At SEI, Heather is a social media manager who is responsible for overseeing multiple advisor accounts, giving her the real world experience to provide credible advice for you. Heather takes listerens on a guided tour of her world, and how she capitalizes on social media. With that in mind, Heather and Matt discuss what you can be doing NOW to reach out to your audience and grow a stronger relationship for those who follow you. 

Tune in to find out how to manage your social media so that you can maximize your outreach!

LINKS: Heather Wilson | 5 Tactics to “Untroll” Your Online Trolls

Episode 85 - WOW Website Formula

June 28, 2018
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Today, Matt Halloran and Kirk Lowe discuss what it takes to make a great website. Great websites are made up of multiple components. To get that great website feel you have to want it, and understand the crucial role it plays in any business. You need to spend time to make sure your website has clear communication, and is focused on inspiring and driving referrals. Matt and Kirk are here to give you the proper keys to unlocking your websites potential.

Tune in to find out how you can use the WOW Website Formula to form a stronger communication to your clients and potential customers!

Top Advisor Marketing | WOW Website Formula

Episode 84 - Getting to Know Justin Koehler

June 26, 2018
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Today, Matt Halloran brings on a friend and a past colleague, Justin Koehler. Justin is the Director of Sales at Fusion Capital Management and is bringing some marketing tactics and insights that will help you free up your time so that you can be more efficient with marketing. Justin goes personal and explains his goals, what empowers him, and also how you should be always changing, evolving to become a better you.

Tune into this episode to learn more about marketing, yourself, and how Justin has evolved. Just like you should!

 

LINKS: JUSTIN KOEHLER | FUSION CAPITAL MANAGEMENT

Episode 83 - Karim Rashwan - Digital Age Marketing!

June 21, 2018
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Today, Matt Halloran and guest Karim Rashwan from Advisor Stream discuss the growth of Advisor Stream and how the digital age is an important outlet to grow you practice. Linkedin, Twitter, YouTube, and Facebook to name a few are the newest tools to take you to the next level. Karim dives deep on digital marketing and the scalability of this digital age for advisors and how you can execute properly and keep up with the times!

Tune in to meet Karim, and how you can grow your practice with digital marketing!

LINKS: ADVISOR STREAM | KARIM RASHWAN

Episode 82 - The 7 Dynamic Digital Prospecting Techniques: Part 7

June 19, 2018
00:0000:00

On this final installment of the series, Matt Halloran and Kirk Lowe talk about that sought after level of internet success - going viral!

One of the best way to do this is to pay attention to how other viral pieces are blowing up and grab those important pieces content to formulate your own. But even with great thought leadership, you have to get your blogs out there! So, the most important part to going viral is setting  up your nurture sequence so that you can show value to your prospects. The goal is to engage an audience and become a positive marketing piece to leverage yourself. Social media is also a very important piece to your prospecting and you will want to utilize all the features on all platforms. Tagging, mentioning, and hashtags are just the few that can help you target your audience, and engage them in your practice.

Tune in to find out how you can set yourself up to engage audiences and set yourself up to be a viral hit. You don’t want to miss out on this powerhouse of an episode.

Episode 81 - Don Whalen: Precise Advising!

June 14, 2018
00:0000:00

Today, Matt Halloran introduces the Top Advisor Community to Don Whalen. Don is a registered CFP and Co-Founder of Precise FP. Don isn't your ordinary CFP, and provides a unique view of working with advisors. His inspiration for work? Engaging his audience while also helping his clients do the same. Don strives to help financial advisors step-up their practice, and paving the path for those that want to present great content to their desired communities.

Tune in to find out more about Don, what he does, and how he can help you reach your advisor goals!

You don’t want to miss out on this episode!

LINKS: DON WHALEN | PreciseFP

Episode 80 - The 7 Dynamic Digital Prospecting Tactics: Part 6

June 12, 2018
00:0000:00

Today, on the sixth instalment of the 7 Dynamic Digital Prospecting Tactics, Matt Halloran and Kirk Lowe discuss the importance of writing a blog!

Kirk has been writing blogs for years and knows the ins and outs of a blogs success. He's got some tips for you to ensure your blogs are read and shared widely. The importance of blogging is that you can receive great feedback from your community, but also gain more traffic to benefit your SEO. Invite guest bloggers, and share conservatively. Your thought leadership matters and blogs are a great way to showcase what you know.

Tune in to find out how you can benefit from starting a blog!

Top Advisor Marketing|9 Best Practices For Your Advisor Blog|5 Steps to Creating Great Financial Content|

Episode 79 - Joseph Merlino & Value Creation

June 12, 2018
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In today's episode, Matt Halloran introduces Joseph Merlino who is here to guide you through value creation. When you think of the word value what do you think of? For many financial advisors it can be difficult to identify values, let alone share the with others. But there is help! Joseph wants to show you some effective ways to show more value to your clients and potential prospects so that they know their getting the best services possible.

Tune in to find out how you can create more value, and sharpen up your processes with your clients!

Emergent Business Website|Email Joe| LinkedIn

Episode 78 - The 7 Dynamic Digital Prospecting Techniques: Part 5

June 5, 2018
00:0000:00

Today, on the next instalment of the 7 Dynamic Digital Prospecting Tactics, Matt Halloran and Kirk Lowe discuss the value in a white paper. A white paper is a persuasive, authoritative, in-depth report on a specific topic that presents a problem and provides your solution. This is an important part to practice, as a white paper can establish credibility, and attract more traffic to your website and services. It's important to share the white paper, and make it a downloadable piece so that prospective clients can view and solidify your position.

Tune in to find out how you can use a white paper to spark some movement in your practice!

Episode 77 - Larry Miles - It Starts With Culture

May 31, 2018
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Today, Larry Miles, a principal at AdvicePeriod talks about what most financial advisory firms get wrong in customer experience. Luckily, as a firm this is something you can take control of and change. Culture, Technology, and specifically your team can help boost morale and create memorable customer experiences that will seperate your firm from the rest. Part of this is continuously adapting and changing with the times. When you're upgrading your firm's technology, and focusing on connecting with customers, you will only be propelled further. 

AdvicePeriod lives by the quote "If culture doesn't fit, nothing else matters", you should too.

Tune in to find out how you can grow your company culture, and create rewarding experiences for both your team and your clients.

 

AdvicePeriod for Advisors | AdvicePeriod

Episode 76 - The 7 Digital Prospecting Techniques: Part 4

May 29, 2018
00:0000:00

Do you have a facebook page? Struggling to find your audience?

Today, Matt Halloran and Kirk Lowe discuss the importance of social media and using Facebook as a medium to reach your audience. Facebook is a platform that can showcase your personality, and most importantly your vision. The platform itself is a gateway to transparency, which can allow your audience to have a personal connection with you and your practice. Matt and Kirk discuss how character, personality, and balancing your expertise can help mould your network and establish a connected community.

Tune in to find out how you can manage Facebook, and become an online influencer!

Episode 75 - White Glove Workshops: Seminar Marketing

May 25, 2018
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Today, Matt Halloran is joined by Mike Thurman to discuss White Glove Workshops and how they can transform you into a seminar master. As many in the financial industry know, seminars are a crucial way for you to share your voice and grow your prospects. But for some, speaking in front of crowds of people is difficult to do. Mike Thurman has completed thousands of seminars helping everyone from medical to financial, and creates impactful leadership thinkers to make sure you are getting the best out of your seminar.

If you're struggling to drive in leads when you host a seminar, tune in today to find out how you can use White Glove to achieve your prospecting dreams. 

LINKS: MIKE THURMAN |  WHITE GLOVE WORKSHOPS

Episode 74 - 7 Dynamic Digital Prospecting Techniques: Part 3

May 22, 2018
00:0000:00

Have you ever thought about starting your own Podcast?

Today, Matt Halloran and Kirk Lowe talk about how to elevate your practice with podcasting! Podcasting is a great way to share your vision to an audience. Here at Top Advisor, we want to show you how you can shape your talent, and your voice to be a successful catalyst in your field. Doing some homework, and developing your podcast connections will allow you to find your community. You do not want to miss out on today's podcast.

Do you want to know how to kickstart your podcasting career?
Grab the Top Advisor Marketing Podcast Guide: Here

Episode 73 - 7 Dynamic Digital Prospect Techniques: Part 2

May 17, 2018
00:0000:00

Do you want to connect with other thought leaders?

Today, Matt Halloran and Kirk Lowe discuss one of the most important techniques; being a podcast guest! It is important that you connect with other podcasters and cross-promote to become a more prolific voice in your community. Your thought leadership needs to be heard, and working with others that share the same influence will generate growth, and activity to your practice. It's also an incredible way to give back to your community, and maybe find a few of your own podcast guests!

Tune in to find out how you can connect with others podcasters in your field!

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 71 - The 7 Dynamic Digital Prospect Techniques: Part 1

May 3, 2018
00:0000:00

Welcome to the first installment of the 7 Dynamic Digital Prospect Techniques with Matt Halloran and Kirk Lowe. These techniques are 7 tried and true methods Matt and Kirk want to share with you to help you grow your prace. In their first segment, Matt and Kirk discuss the value of increasing your LinkedIn connections. LinkedIn can be an incredible marketing tool for advisors if used effectively. It's important to understand the value of creating conversations and gaining influence in your network to build momentum. With time and diligence you can generate enough interest for people to reach out to you in search of your expertise. Creating this kind of online community is one of the many ways to create a dynamic digitial presence and strong customer relationships. 

Tune in to find out how you can use LinkedIn to reach your audience!

Episode 70 - 10 Commandments of Investing

April 26, 2018
00:0000:00

Today, Matt Halloran interviews Daniel Crosby, a P.h.D graduate and the author of “The Laws of Wealth”. Daniel and Matt discuss the 10 commandments of investor behaviour that every investor should live by. Changing your behaviour, and reapproaching investing with a stronger mindset, will allow you to invest and focus on managing your fees, setting aside money, and diversifying your assets, instead of focusing on other extremities that don’t apply to you and your portfolio. These steps will allow you to manage what matters most instead of getting lost in your investing emotions.

Tune in to find out what you can do to change your behaviour to become a better investor.

 
 

Episode 69 - Speaking directly with your ideal audience with Tom Poland

April 21, 2018
00:0000:00

99% of your marketing messages are probably getting ignored.

Tom Poland, a well known author and marketing official discusses why your marketing messages are just not working. Learn the process on how to be a more effective communicator, so that you can become a unique identity in your market.

Tune in to find out how you can cut through to your audience and reach more clients.

LINKS: TOM POLAND | LEADSOLOGY

Episode 68 - The Business Model for Lead Advisors

April 12, 2018
00:0000:00

Are you ready to get off the treadmill and have more energy and free time? 

Do you find it difficult to say no to a client, even when they are not the ideal client for your business?  Or do you find you are spending a lot of time training junior advisors, and not spending enough time focusing on the clients you love to work with?

In this episode Matt and Kirk explore 3 Categories of your business model may fall into, and what you can do to help change your business model so you can optimize your time and work with the clients you love to work with!

Sometimes you have to take a big step back to take a big leap forward.