Top Advisor Marketing
Episode 176 - Uncork Your Productivity: Part 2 — With Patty Kreamer and Michelle Donovan

Episode 176 - Uncork Your Productivity: Part 2 — With Patty Kreamer and Michelle Donovan

June 20, 2019

Many advisors tend to have difficulties in the area of referrals. How much is too much? And why isn’t your COI reciprocating with client referrals?

In part 2 of uncork your productivity, Matt discusses the ins and outs of referrals with Michelle Donovan. They go on to answer many questions around referrals that plague the minds of many financial advisors.

In this episode, you will learn:

  • Where financial advisors can begin with getting referrals.
  • How the fear of sounding desperate is a self sabotaging belief.
  • Way to deal with the fear of sounding desperate when asking for referrals.
  • How to set clear expectations with your COIs and other existing clients.
  • The influence having a niche has on a financial advisor’s ability to get referrals.
  • How Michelle helps advisors find their niche.
  • What the communication training by Michelle and Patty to their clients looks like.
  • And a lot more!

Need some help with asking for or receiving referrals from your COIs? Let Michelle Donovan help you get uncorked and get results. Tune in now!

Resources: Productivity Uncorked

 

Brought to you by: Iris.xyz

 

Episode 175 - Uncork Your Productivity: Part 1 — With Patty Kreamer and Michelle Donovan

Episode 175 - Uncork Your Productivity: Part 1 — With Patty Kreamer and Michelle Donovan

June 20, 2019

Welcome to part one of this mini-series with our friends Patty Kreamer and Michelle Donovan, co-owners of Productivity Uncorked!

Today, Matt speaks to our special guests about productivity. They bring you actionable advice, covering topics from managing to-do lists and getting rid of brain clutter to calendering and cutting out email-stress once and for all.

In this episode, you will learn:

  • What it means to be truly productive
  • How to go about creating and managing a to-do list
  • How Patty teaches people the time blocking system
  • What it means to be unproductive and how to get ahead of it
  • Some of the biggest time wasters financial advisors deal with
  • Tips for reducing the stress that comes with handling emails
  • What the productivity coaching program by Patty and Michelle entails
  • And more!

Are you ready to uncork your productivity and become more effective? Then tune in to learn how!

Resources: Productivity Uncorked

 

Brought to you by: Iris.xyz

Episode 174 - Start Creating Documented and Repeatable Systems — With Dean Soto

Episode 174 - Start Creating Documented and Repeatable Systems — With Dean Soto

June 18, 2019

When Matt gets this excited about a guest, you know it’s going to be good!

Today, Matt chats with Dean Soto, president of Pro Sulum, about scaling your team and saving time by enlisting virtual assistants to document your systems. Dean also explains why rescinding control can be a good thing. In fact, Dean firmly believes that 95% of what we do can be done by someone else if there is a process in place.

In this episode, you will learn:

  • What drove Dean to start his own business
  • Which essential and time-consuming tasks virtual assistants can do for you
  • Who the most important person is to have in your organization
  • How to make standard operating procedures easier to put together
  • Why virtual assistants will save you time and money
  • Where the name Pro Sulum came from
  • And more!

Listen in now to find out how to document your systems and free up your time!

Resources: Dean Soto via LinkedIn | Pro Sulum

Brought to you by: Iris.xyz

Episode 173 - Cracking the Code to Customer Devotion — With Shawn Moon

Episode 173 - Cracking the Code to Customer Devotion — With Shawn Moon

June 13, 2019

Today, Matt welcomes Executive VP of Global Sales and Delivery at FranklinCovey, Shawn Moon to the show!

In this episode, Matt steps outside of the finance industry to get Shawn’s fresh, new take on how to cultivate fierce loyalty in your customers. As it turns out, it all starts with your employees — 70% of your customers are influenced by your frontline employees! Today, you will learn how to help your employees strengthen their sense of empathy, responsibility, and generosity.

In this episode, you will learn:

 

  • Why the finance industry is practically tailor-made for the leading loyalty framework
  • Why it’s imperative to influence frontline employees
  • About the 11 huddles to have with your team
  • Ideas for using a powerful emotion —  surprise — to inspire customer loyalty
  • The satisfaction metric pitfalls to avoid
  • And more!

Tune in and learn how to influence your frontline employees and build customer loyalty!

Resources: Leading Loyalty |  FranklinCovey  

Brought to you by: Iris.xyz

 

Episode 172 - Make Your Brand Powerful and Consistent Across Locations — With Austin Schmitt and Elijah Kovar

Episode 172 - Make Your Brand Powerful and Consistent Across Locations — With Austin Schmitt and Elijah Kovar

June 11, 2019

Great Waters Financial has truly achieved branding excellence. And today, Matt is bringing you some behind-the-scenes insight into just how they did it.

In today’s episode, our friends Austin Schmitt and Elijah Kovar, partners of Great Waters Financial, are here to share their secrets, starting with how they stay in control of their brand message while operating several locations across the state of Minnesota.  

In this episode, you will learn:

  • An exercise to help you answer: What kind of story do you want to have told about you?
  • How to get down to the core of your brand message
  • Which part of the branding process usually trips people up
  • Why a mission statement is not a marketing message
  • Ideas for building your mission into your culture (even if you have a big team)
  • What percentage of Great Water Financial’s annual revenue is spent on marketing
  • Why your marketing budget should be the last thing you cut
  • And more!

Tune in now to learn tried-and-true strategies for uncovering your brand message and making it shine across several locations!

Resources: Great Waters Financial | Great Waters Financial Facebook Page | Iris.xyz

Episode 171 - Start Interrupting Your Patterns — With Jon Dwoskin

Episode 171 - Start Interrupting Your Patterns — With Jon Dwoskin

June 7, 2019

Matt is excited to welcome business coach and author of “The Think Big Movement,” Jon Dwoskin to the show!

Jon and Matt take a deep dive into what you can do to get out of your own way, how to reconnect to the bedrock of what makes you tick, and how identifying your personal brand can help you manage your team more effectively.

In this episode, you will learn:

  • Which traits to look for in a mentor
  • Examples of what your personal brand might be and how it affects your work and client relationships
  • How your relationships can change once you identify your personal brand
  • How to take the risks needed to get out of your comfort zone
  • The benefits of interrupting your patterns (and book recommendations!)
  • And more!

If you’re curious about how you can benefit from shaking things up and interrupting your patterns, hit that “play” button!

 

Resources:

Jon Dwoskin Experience | Seat Of The Soul by Gary Zukav | The Think Big Movement: Grow Your Business Big. Very Big! | Jon Dwoskin’s cell #: (248) 535-7796.

Brought to you by: Iris.xyz

Episode 170 - #BeYourOwnLoud

Episode 170 - #BeYourOwnLoud

June 4, 2019

Matt and Kirk are back on the mic today to discuss #BeYourOwnLoud - how you as an advisor can share your story and build relationships. 

Combining the power of LinkedIn and Podcasting, our #BeYourOwnLoud service, Micro-Influencer, is our two part service that can act as an entire marketing strategy for advisors. 

With over 20 years in the business, Kirk has experience with just about every marketing tactic that walks across conference stages. Never in his career has he been this excited about a product that offers something truly extraordinary for advisors. 

If you're looking to grow your business and develop lasting consumer relationships, this is an episode you won't want to miss! 

Links: Join the Micro-Influencer Revolution

 

Episode 169 - Breaking Money Silence® with Kathleen Burns Kingsbury

Episode 169 - Breaking Money Silence® with Kathleen Burns Kingsbury

May 30, 2019

Your host Matt Halloran is thrilled to welcome one of his personal wealth idols, Kathleen Burns Kingsbury to today's episode.

Kathleen is a wealth psychology expert, founder of KBK Wealth Connection, host of the Breaking Money Silence® podcast, and an internationally published author and speaker. Named one of nine amazing conference speakers in 2017 by Investment News, Kathleen is a sought-after keynote speaker and consultant on the topic of women and wealth and couples and money. Her mission is to empower women, couples, and families (and the advisors who serve them) to shatter money taboos and communicate more effectively about financial matters.

On today's episode, Kathleen and Matt are going to discuss how you can revolutionize your conversations about money, explore the taboo of money talk, and what you as an advisor can be doing to help yourself and your clients talk about their dollars. 

Top Advisor Marketing Listener Special

In her latest book, Breaking Money Silence®, Kathleen provides her readers with a step-by-step guide to opening up about a difficult subject. It offers a strategy that can save money, improve relationships, and help people raise fiscally responsible children. We're giving away a FREE copy of Kathleen's Executive Summary from her latest research on Breaking Money Silence! Find your copy today at: http://bit.ly/breakingmoneysilence

Links: Kathleen Burns Kingsbury | Breaking Money Silence® Executive SummaryBreaking Money Silence® Podcast 

Episode 168 - Disability Awareness with Liz Travis Allen

Episode 168 - Disability Awareness with Liz Travis Allen

May 28, 2019

Matt welcomes disability activist and policy director Liz Travis Allen to today's show to discuss with our audience the business applications for disability awareness.

Liz's specialty is helping companies build a more equitable and accessible workplace for those who are immunodiverse. By providing companies with concrete ideas they are able to build a more inclusive and accessible company culture and product/service for those with invisible illnesses.

With over 133 million Americans managing a chronic illness, this is a massive market that many advisors and providers tend to ignore. Liz and Matt explore different ways companies can use some of Liz's tangible tactics to create a more equitable and inclusive workplace. 

 

Links: Liz Travis Allen LinkedInhttps://www.liztravisallen.com/ | Follow Liz Medium @liztravisallen

Episode 167 -  Worthwhile Content with Erica Gellerman

Episode 167 - Worthwhile Content with Erica Gellerman

May 23, 2019

On today's episode, Matt is diving into the power of making great content Erica Gellerman. 

Erica is a marketing consultant and writer specializing in the financial services industry. Her work has been featured in Forbes, Business Insider, DailyWorth, Huffington Post, and Money. Her marketing consulting business, The Worth Project Consulting, helps CPAs, RIAs, and financial services companies generate leads and nurture a loyal client/customer base through digital and content marketing.

As an expert in writing for the financial industry, Erica shares some of her insight into the value of great content and the various ways you can execute this. If you're looking to break into content marketing, or need some advice on where to take your content generation, this podcast is for you! 

Links: Erica Gellerman LinkedIn | The Worth Project Consulting 

Episode 166 - The Happiness Factor with Christy Aleckson

Episode 166 - The Happiness Factor with Christy Aleckson

May 21, 2019

Today Matt welcomes highly sought after speaker and award winning financial professional Christy Aleckson to the show.

Christy is the CEO and Founder of Single Point Financial Advisors where she actively works as a financial advisor with individuals, families, and micro/small business owners. She is also a Behavioral Financial Advisor™, an asset to helping her clients identify values and match them to their planning.

Christy has built a truly unique and different client experience through use of happiness (one of her company's core values), humor, and by creating a judgement free zone for her clients. 

Matt and Christy explore these unique aspects of her business, which have helped her and the company to grow into a thriving financial space. 

If you're interested in creating your own unique client experience, don't delay on listening! 

 

Links: Christy Aleckson LinkedIn | Single Point Financial Advisors

Episode 162 - 7 Podcast Tactics to Grow Your Business

Episode 162 - 7 Podcast Tactics to Grow Your Business

May 7, 2019

Today Matt and Kirk are back on the mic and switching it up! Kirk is taking over today's episode, and interviewing your regular host, Matt, on the 7 podcast tactics to grow your business. 

At Top Advisor Marketing, podcasting has been pivotal to the success of our business. Within less than 24 months, we've grown from a book balance of zero to our latest evaluation of over a million dollars. As our central hub to business development and growth, Matt and Kirk understand the value of podcasting. 

As a time-effective and financially efficient solution, podcasting is a great way to get your thought leadership out and heard. 

So if you're curious as to what it takes to create a great podcast and what it can do for your business, be sure to tune in to these 7 tactics today! 

Links: Your Complete Guide to Starting a Podcast | Join the Micro Influencer Revolution

Episode 161- The Top 10 Arguments Against Niche Marketing - And Why They’re All Wrong!

Episode 161- The Top 10 Arguments Against Niche Marketing - And Why They’re All Wrong!

May 2, 2019

Matt and Kirk are back on the mics today to discuss an important topic when it comes to building your brand and your business — why advisors avoid using niche marketing and the problems it can cause. 

With years of experience in branding and finance, Matt and Kirk have repeatedly faced advisors who are unwilling to explore the potential that niche marketing has for their business. They've compiled their list of the 10 most common excuses to niche marketing, and they're here to bust them all wide open!

So if you've been hesitant to niche your financial advisory business or you're looking to narrow your business model further, be sure to tune in today! 

Episode 160 - The Decommodification of Your Services with Kirk Lowe

Episode 160 - The Decommodification of Your Services with Kirk Lowe

April 30, 2019

Today Matt shares the mic with Top Advisor Marketing's Brand Guy, Kirk Lowe, to discuss one of the most important factors to separating yourself from your competition — decommodification.

With any service, you're forever fighting the fact that there is always someone cheaper. Price tags commodify who we are and what we do in a way that can make our businesses and brilliance feel small. And it's easy as a business provider to blame your investors or clients for failing to understand just how impactful your services can be. Making them more than just a price tag. 

Kirk and Matt dive into how you can break down your services and prove your worth to incoming clients, AKA decommodifying your offering so that your ideal client understands who you are, what you do, and what makes you truly unique. 

If you're ready to show your ideal client the true worth of your services, be sure to tune in today! 

Links: There is Always Someone Cheaper

 

Episode 159 - The College Money Academy with Kelly O’Connor

Episode 159 - The College Money Academy with Kelly O’Connor

April 25, 2019

Today Matt welcomes life long insurance specialist Kelly O'Connor to the show to discuss one of Kelly's incredible creations  - The College Money Academy.

The College Money Academy was designed to help parents reduce the cost of college. As one of life's major expenses, you as advisor know what your clients go through in order to ensure their children have the best opportunities for the future. And with Kelly's resources, this get's a whole lot easier. You can help your clients save up to 86% off the sticker price of attending college! 

So if you're looking for a way to differentiate yourself from the advisor down the street and help your clients save a LOT of money on those college tuition bills, Kelly has the solution for you. 

Tune in today to learn more!  

The College Money Academy: A one stop shop for the best education you can get when it comes to reducing the bottom line on your college tuition bills. Whether you're looking at your own family, or ready to get educated to help your clients, The College Money Academy has all the resources you need for one low cost!

Links: Kelly O'Connor LinkedIn | Kelly D O'Connor | The Three Secrets of Reducing College Fees

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