Episode 44 - 7 Ways to Make Your Website a Workhorse with Samantha Russell

October 19, 2017
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Kirk and Matt are joined by Twenty Over Ten's Director of Sales & Marketing Samantha Russell. As one of Top Advisor's strategic partners, Kirk and Matt have worked closed with Twenty Over Ten developing efficient and effective websites for top advisors, including our exclusive Brand Mastered website. Samantha breaks down the 7 important factors to consider when developing a website that's going to do the work for you. Covering everything from the consumer portal to how to effectively use video on your site to generate faster leads. This episode will give you top insight into what your website needs in order to drive leads and find those ideal prospects. 

LINKS: SAMANTHA RUSSELL | TWENTY OVER TEN | LINKEDIN

Episode 43 - 10 Steps to Immaculate Marketing

October 12, 2017
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Kirk and Matt bring in their third partner/professor of Brand Mastery Course, Ray Gauthier, to explain the 10 Steps to Immaculate Marketing. The 10 step marketing plan discusses the importance of everything from defining and understanding your ideal client to creating a great web page full of authentic and useful content. The marketing ideas and strategies Ray touches on is the basis of Top Advisor Marketing's latest offering - Brand Mastery Course. A 20-week program designed and executed by Ray and Matt, gives advisors the opportunity to fill their marketing tool box will what they need to tell their story. 

LINKS: BRAND MASTERY COURSE 

Episode 42 - Dave Crenshaw and The Power of Having Fun

October 5, 2017
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Kirk and Matt are joined by best selling author Dave Crenshaw to discuss his latest book "The Power of Having Fun". Dave explains to us that studies show - having more fun gets more done. Financial Advisors are notorious for relentlessly pushing themselves without consideration for fun. Dave walks Kirk Matt through the sections of his book and the tools he offers his clients to balance their lives, and create more space for fun. 

LINKS: DAVE CRENSHAW | The Power of Having Fun |

Episode 41 - Reinventing the Client Experience with Jennifer Goldman

September 28, 2017
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Kirk and Matt are joing by Jennifer Goldman, CFP, and founder of My Virtual COO. As a business operations expert, Jennifer understands the importance of improving independent professional services businesses. Client experience is pinnacle to creating a lasting business. Jennifer discusses the problems many advisors face in developing CE protocal, and how to rectify these issues. She shares her simple solutions to creating the right client experience to ensure your business is attracting ideal propects. 

LINKS: JENNIFER GOLDMAN | MY VIRTUAL COO

Episode 40 - Worth Winning with Lauryn Williams

September 26, 2017
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Kirk and Matt speak to 3 time Olympic Medal winner Lauryn Williams on her financial planning business "Worth Winning". Lauryn's focus with her business if financial planning recreated where she services millienials and professional athletes. She's taken her work out of brick and motar and gone completely virtual, and has redesigned her marketing presence using social. 

LINKS: LAURYN WILLIAMS | WORTH WINNING | TWITTER

Episode 39 - Mastering ME - Your Personal Operating System

September 25, 2017
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Matt and Kirk sit down with Joe Lukacs in this episode of Top Advisor Marketing. Drawing on 25 years of experience in coaching and consulting financial advisors, Joe discusses how mastering your own personal operating system requires examining what keeps your running. Join us as Joe walks Kirk and Matt through one of his coaching excerises to help you nail down your best version of you.

Joe Lukacs has specialized in coaching and consulting financial advisors for nearly 25 years. In that time he has personally conducted over 45,000 individual coaching sessions with financial advisors. He is the author of “Practice Power, 12 Steps to Take Your Business to the Next Level.” He frequently contributes to industry websites such as Horsesmouth, Producers Web, and much more. 

LINKS: JOE LUKACS

Episode 38 - 4 Questions to Discover Your Advisor Story

September 23, 2017
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Kirk and Matt know the importance of a good story in branding. Together they'll walk you through the 4 main questions to create your own branding story - building your credibility and trust. 

WANT A BETTER ADVISOR BRAND? DON'T DELAY. GET IT RIGHT...NOW.

BRAND MASTERY COURSE  | ADVISORU

 

Episode 37 - Death By Referrals (Part 3/3)

September 22, 2017
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In this episode Kirk and Matt dive into the final component of Death By Referrals - How to inspire referrals. In order to get referrals two things need to happen - you need to build trust and you need to be online. Whether it's a blog, podcast, social or a standby white paper, get yourself accredited on the internet. This will give you the momentum to start Intriguing, Engaging, Influencing and Attracting your ideal clients. 

DOWNLOAD PAPER, "DEATH BY REFERRALS" HERE

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 35 - A Letter from an Advisor to a Wholesaler with Frank Maselli

September 3, 2017
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Frank Maselli joins Kirk and Matt to review commentary Frank shared on LinkedIn a few years ago that went viral in the finserv industry. They discuss why it went viral, how it changed Frank's career and how Frank's view of the  Advisor-Wholesaler relationship defines what financial services should be about - helping one another succeed. There are some great lessons for advisors and how you communicate/work with your clients. 

FRANK ON LINKEDIN | FRANK'S WEBSITE | FRANK'S LETTER | KIRK'S LETTER

Episode 34 - Death By Referrals (Part 2/3)

September 1, 2017
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Kirk and Matt discuss five ways Advisors may be killing their practice with referrals. They aslo get into the key reasons clients refer and how this impacts an advisor's referral-mindset, and how they attract more referrals, especially ideal ones. This is Part 2 of a series of 3 podcasts.

DOWNLOAD PAPER, "DEATH BY REFERRALS" HERE

Episode 33 - Death By Referrals (Part 1/3)

August 23, 2017
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Kirk and Matt reflect on the importance of referrals in an advisor's practice. They get into how to embrace a new referral mindset, "the pursuit of referral happiness", the fundamentals of good referral marketing, and what it takes to turn the referral tap on and get the best leads. This is Part 1 of a series of 3 podcasts.

DOWNLOAD PAPER, "DEATH BY REFERRALS" HERE

Episode 31 - The Demise of Prospecting

August 5, 2017
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Referrals are down, or at least that's what a recent report is suggesting. Why? Kirk and Matt get into the dirt with advisor prospecting. Advisors are at a critical stage of their careers and practice maturity; how to attract ideal prospects, be more profitable and have more fun. Kirk and Matt redefine what a "referral" is, the mindset needed to inspire and attract, and tactics you can use to get more.

Episode 30 - Why Women Leave Their Financial Advisors

August 3, 2017
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Did you know 80% of women leave their fiancial advisor when they lose their husbands? Judy Paradi and Paulette Filion join Matt and Kirk to discuss four reasons women leave their advisors and then list simple ways to engage women to grow a stronger, woman/friendly practice. What's interesting too is that the characteristics of a woman-friendly practice/relationsip also apply to having a better practice in general. 

LINKS: JUDY PARADI | PAULETTE FILION | STRATEGY MARKETING 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 26- 5 Excuses That Kill Your Marketing Success

June 12, 2017
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Dear advisors, you're amazing. But...but, you need help overcoming decisions, situations and thinking that has you stuck in ineffective marketing and prospecting. Respectfully, Kirk and Matt help you analyze and overcome five key obstacles and situations that are killing your marketing. If you're marketing isn't highly effective and easy to manage, you need to listen to this podcast. We'll clarify how to move past simple and common obstacles (excuses) that are stealing your focus and success. We'll help you uncover how to co-brand, the value of simple marketing and more. 

Episode 25 - The Mental Side of Marketing

June 8, 2017
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Dr. Jack Singer has worked with professional athletes, Olympians and advisors. We'll talk about how advisors need to have mental toughness just like athletes. Dr. Jack will also share tips on how to enhance your mental toughness to be more successful. 

LINKEDIN | WEBSITE

GUEST BIO: 

Dr. Jack Singer is a world-renowned psychologist, author, trainer and professional speaker. Dr. Jack has been in private practice and consulting for 33 years. He has worked with many professional athletes, teams, and olympians. In 2008 Dr. Jack started working with financial advisors: creating programs, speaking and one-on-one coaching. 

Episode 24 - How to Leverage Talent in Your Practice

June 6, 2017
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Amy Kizer shares her experiences helping advisors hire good people to work in their practices. Amy gets into common mistakes advisors make when hiring, obstacles that keep them from making good decisions for their practice, and how to conduct a job interview (your questions and process for hiring). 

GUEST BIO: TALENTLINK | LINKEDIN

Amy Kizer has spent her career supporting companies, managers and advisors with hiring decisions. Amy co-founded TalentLink Solutions in 2014. TalentLink provides consulting and direct hire services to financial companies including advisorys practice and BDs.