Top Advisor Marketing
Special Episode: Going on The Offensive — With Coach Joe Lukacs

Special Episode: Going on The Offensive — With Coach Joe Lukacs

April 1, 2020

Being proactive and taking action, especially during difficult times, can be just what you need to help your business grow. How can you make the determination to play offence and be part of the 20 percent of people finding business development opportunities right now?

In this episode, Kirk continues his conversation with Coach Joe Lukacs. With over 26 years of experience coaching financial advisors, Coach Joe shares his knowledge on the strategies you can use to truly influence others and achieve success in your practice during trying times.

In this episode, you will learn:

  • How to influence your network by offering certainty 
  • Why you should focus on selling a conversation
  • How to create messages that spark more conversations on LinkedIn 
  • And more!

Tune in now and make the decision to play offense by being a leader when people need one the most!

Resources:  Top Advisor Marketing | Coach Joe LI | Magellan Mastermind & Network | Special Episode With Joe Lukacs 

Brought to you by: Iris.xyz

Episode 225:  Embrace AI and Prosper— With DJ Sebastian

Episode 225: Embrace AI and Prosper— With DJ Sebastian

March 31, 2020

Spending more time being face to face building a relationship with your client will benefit your practice more than sitting behind the desk drafting mailers.

In this episode, Matt speaks with DJ Sebastian, a top-performing sales executive in the world of cutting edge technology.  DJ’s mission as an author and coach is to help sales professionals develop the skills they need and utilize these new technologies so they can achieve greater success.  

In this episode, you will learn:

  • What is Artificial Intelligence today
  • The shift in what humans do physically and mentally in the workplace - and how it affects the workforce
  • Proactive Advisor - why you should become one
  • How top advisors can leverage AI technologies in their marketing activities
  • And more!

Listen in and be inspired to read the book The Selling Revolution – Prospering in the New World of Artificial Intelligence, which takes a unique look at how the convergence of these technologies combined with social communications trends and management imperatives will revolutionize the future sales profession. 

Resources:  Top Advisor Marketing | DJ Sebastian Email | Top 10 Tips | The Selling Revolution – Prospering in the New World of Artificial Intelligence

Brought to you by: Iris.xyz 

Special COVID-19 Episode: It’s Time To Step Up Your Game — With Joe Lukacs

Special COVID-19 Episode: It’s Time To Step Up Your Game — With Joe Lukacs

March 30, 2020

Today’s environment of self-isolation can often leave people feeling uncertain about things. Now is the time to step up and take care of yourself, your team, and your clients! 

In this episode, Matt and Kirk speak with Coach Joe Lukacs, coach to financial advisors. Coach Joe shares the lessons learned from the market downtime of 08/09, so you can better position yourself to get through these trying yet recoverable days.

In this episode, you will learn:

  • How to ask questions in the proper order to get people to answer honestly
  • Why you must accept the challenge to create certainty in these uncertain times
  • Ways to not only survive but to thrive
  • And more!

Tune in now because it is time to step up your game and ‘rockstar’ your business! 

Resources:  Top Advisor Marketing | Coach Joe Lukacs LI | Magellan Mastermind & Network

 

Brought to you by: Iris.xyz 

Episode 224: How to Create Lasting Brand Awareness — With Rebecca Hourihan

Episode 224: How to Create Lasting Brand Awareness — With Rebecca Hourihan

March 24, 2020

Do you need to become more recognizable? Are you the top search in your region?

In this episode, Matt speaks with Rebecca Hourihan, founder and CMO of 401(k) Marketing.  She elaborates on how she helps retirement-plan advisors market their expertise and build long-lasting brand awareness. 

In this episode, you will learn:

  • What led Rebecca to start this company and serve plan advisors
  • Why is it important for the 401(k) market to be branded like other businesses
  • How Rebecca and her team will assist you as a plan advisor
  • And more!

Tune in now and learn how to start building long-lasting brand awareness.

Resources:  Top Advisor Marketing | 401(k) Marketing  | Rebecca Hourihan on LinkedIn 

Brought to you by: Iris.xyz 

Episode 223: Are You Scaling Your Credibility?

Episode 223: Are You Scaling Your Credibility?

March 19, 2020

Are you tired of spending time away from the office and your family to speak at events? There are benefits to public speaking, but what if you could reach an infinite number of people at once, all while conserving your time and energy?

In this episode, Matt and Kirk explain how you can benefit from scaling your credibility. You will hear success stories of advisors who’ve pulled this off and learn ways to start marketing yourself more efficiently.

In this episode, you will learn:

  • The benefits of scaling your credibility
  • How to determine if scaling your credibility aligns with your business goals 
  • How to use content to build relationships with prospects
  • Why having content and a complete LinkedIn profile can shorten your sales cycle
  • And more!

Tune in now and learn how to start scaling your credibility!

Resources:  Top Advisor Marketing | Kirk on LinkedIn | Matt on LinkedIn

 

Brought to you by: Iris.xyz 

Episode 222: How to Master Tough Conversations With Clients — With David Wood

Episode 222: How to Master Tough Conversations With Clients — With David Wood

March 17, 2020

Do you know how to have tough conversations with your clients? When a client cries in your office, is your automatic instinct to shut down the conversation?

In this episode, Matt speaks with David Wood, one of the world’s top life coaches, about why nine times out of 10, tough conversations are worth having. Naturally analytic, David teaches you how to switch gears to engage in tough conversations with a level of comfort and confidence that leads to deep connections.  

In this episode, you will learn:

  • How to hold space for clients who are crying in your office
  • What golden question to ask any client who is expressing strong emotions
  • An exercise to do with your clients when you’re both feeling stressed during a conversation
  • Three outcomes of difficult conversations that most advisors don’t consider
  • And more!

Tune in now to learn how to master tough conversations with your clients. 

Resources:

Top Advisor Marketing | Play for Real | Life Assessment | Tough Conversations: 4-Step Blueprint | Tough Conversations Podcast with David Wood

Brought to you by: Iris.xyz

Episode 217 - Build a Bridge Between Means and Meaning for Your Clients — With Mitch Anthony

Episode 217 - Build a Bridge Between Means and Meaning for Your Clients — With Mitch Anthony

February 11, 2020

Named as one of the top “Movers & Shakers” in the financial services industry, Mitch Anthony has been creating innovative discovery approaches for advisors for over twenty years. 

In this episode, Matt speaks with Mitch Anthony, the founder and president of Advisor Insights Inc and co-founder of ROL Advisor. Together, they discuss the power of using storyselling to guide your clients into a decision-making mindset, the value of practicing life-centered planning™, and why it’s the advisor’s job to build the bridge between clients’ means and meaning.

In this episode, you will learn:

  • About Mitch’s “accidental tourist” introduction into financial services 
  • Why it’s problematic to view money as being more than just a utility
  • The importance between having a monologue and dialogue with your prospects
  • How Mitch helps advisors with the emotional aspect of transitioning from money-centered planning to life-centered planning
  • And more!

Tune in now to learn about Mitch Anthony’s groundbreaking approaches to client discovery!

Resources:

Top Advisor Marketing | Mitch Anthony | Life Centered Planners | ROL Advisor | ROL Advisor’s Email | Books by Mitch Anthony | Mitch Anthony's LinkedIn | Steve Sanduski's LinkedIn

Brought to you by: Iris.xyz 

Episode 216 -  8 Content Marketing Trends for 2020

Episode 216 - 8 Content Marketing Trends for 2020

February 6, 2020

One of the most powerful tools in marketing is great content. Content marketing is a crucial component of any successful marketing plan - or at least, it should be -  and having a solid content marketing strategy in place will benefit your overarching marketing goals.

Content marketing in a nutshell? Try to be as valuable as you can be. 

In this episode, you will learn:

  • Elements to consider when developing your content marketing strategy
  • The value of knowing your audience
  • How to come up with great content
  • The importance of personalizing content
  • And more!

Tune in now and learn how you can spice up your content marketing strategies for 2020.

Resources:  Top Advisor Marketing 

Podcasting Guide

Brought to you by: Iris.xyz

Episode 215 - Why Your Online Reputation Matters — With Sameer Somal

Episode 215 - Why Your Online Reputation Matters — With Sameer Somal

January 28, 2020

What do you do when you want information? Do you search the internet?  Did you know 93% of online experiences begin with opening a search engine like Google?

In this episode, Kirk Lowe is speaking with Sameer Somal, founder of Blue Ocean Global Technology. Kirk and Sameer explore the importance of why your online reputation matters, and what you can do to manage that reputation.

In this episode, you will learn:

  • Why it is important to have a good online reputation
  • What is SEO, and Online Reputation Management (ORM)
  • How to become more referable by leveraging your ORM 
  • What tips you can use to successfully manage your online reputation
  • And more!

Tune in now and take in some tips for managing your online reputation!

Resources:

Top Advisor Marketing | Blue Ocean Global Technology | Sameer Somal Email | Sameer Somal LinkedIn

Brought to you by: Iris.xyz 

Additional Resources:

7 Proactive Steps to Safeguard Your Online Reputation

What is the Difference Between SEO and ORM

Episode 212 -  PR Strategies That Get Advisors the Most Attention — With Warren Weeks

Episode 212 - PR Strategies That Get Advisors the Most Attention — With Warren Weeks

January 7, 2020

Do you know how to use PR to draw attention to your expertise?

In this episode, Matt is joined by Warren Weeks, founder of Weeks Media, who shares strategies that you can start using today to capture journalists’ attention and boost your chances of getting your expertise published. 

In this episode, you will learn:

  • Why it’s worthwhile for advisors to pitch topics to trade publications
  • The importance of putting effort into your LinkedIn profile
  • Which two social platforms tend to get the press’s attention
  • How to reverse-engineer your press releases to make them audience-focused and appealing to journalists
  • And more!

Tune in now and learn the best PR strategies for casting a spotlight on your expertise!

Resources:  Top Advisor Marketing | Weeks Media 

Brought to you by: Iris.xyz

12 Days of Marketing - Episode 12 — The Best Tips From Our 12 Days of Marketing Series

12 Days of Marketing - Episode 12 — The Best Tips From Our 12 Days of Marketing Series

December 20, 2019

We hope our 12 Days of Marketing series has given you the inspiration you need in order to achieve 20/20 vision and perfection in the new year. But the festivities aren’t over yet!

In the twelfth and final episode of our annual series, Matt and Kirk recap their best tips from the past 11 days. If you haven’t taken notes yet, we recommend that you write down these ideas so you can incorporate them into your 2020 plan.

In this episode, you will learn:

  • How to stay top-of-mind by using social media and Micro-Influence strategies
  • The benefits of outsourcing your marketing
  • Ideas for finding podcast topics that solve your audience’s biggest challenges
  • What change you can make today to improve your speaking skills
  • How to stay relevant and use organic techniques to build relationships
  • And more!

Tune in now to learn the best tips from our 12 Days of Marketing series. And thank you for joining us for this holiday tradition!

Resources:  Top Advisor Marketing | Influence is Marketing – Be Your Own Loud  | 12 Days of Marketing series

Brought to you by: Iris.xyz 

12 Days of Marketing - Episode 11 — Best Practices for Showcasing Your Expertise on Social Media

12 Days of Marketing - Episode 11 — Best Practices for Showcasing Your Expertise on Social Media

December 19, 2019

Do you know how to use social media to showcase your expertise?

In the eleventh episode of our 12 Days of Marketing series, Matt and Kirk uncover social media best practices that you can put into action right away. You will learn which content algorithms prioritize, strategies for introducing your network to your expertise, and why LinkedIn is the ideal platform for sharing your expert content.

In this episode, you will learn:

  • Examples of how to use long-form content to create consumable micro-content
  • What the purpose of expertise marketing is and how to do it
  • About current LinkedIn stats that every advisor needs to know
  • Tried-and-true ways to get engagement on your LinkedIn posts
  • And more!

Tune in now and learn how to share your expertise on social media!

Resources:  Top Advisor Marketing

Brought to you by: Iris.xyz 

 

12 Days of Marketing - Episode 9 — 9 Ways to Become a Good Podcast Guest

12 Days of Marketing - Episode 9 — 9 Ways to Become a Good Podcast Guest

December 17, 2019

If a podcaster invited you onto their show, would you know how to be a good guest?

In the ninth episode of our 12 Days of Marketing series, Matt and Kirk uncover tips for becoming the type of guest that podcast hosts and their listeners will appreciate. Jot down these pointers for your next podcast appearance or public relations opportunity!

In this episode, you will learn:

  • Why being a guest is not a substitute for having your own podcast
  • How to go about researching the podcast host beforehand
  • What advisors tend to do during client meetings that they should NOT do during a podcast
  • What “matching” is and how to do it
  • Why people use filler words and how to avoid saying them 
  • And more!

Tune in now to learn nine ways to become a good podcast guest!

Resources:  Top Advisor Marketing

Brought to you by: Iris.xyz 

12 Days of Marketing - Episode 8 — 8 Ways to Retain Your Audience

12 Days of Marketing - Episode 8 — 8 Ways to Retain Your Audience

December 16, 2019

Are you creating content that looks almost identical to all the other advisor-content out there? Start creating value-packed content for a specific audience that keeps them coming back for more. 

In the eighth episode of our 12 Days of Marketing series, Matt and Kirk talk about eight ways to retain your audience. Covering a variety of content types, this conversation is filled with advice on how to stay top-of-mind and build loyalty with your audience. 

In this episode, you will learn:

  • Recommendations for making your content distinct and filled with value
  • How to draw information out of your podcast guests that will benefit your listeners
  • How to use giveaways to retain your audience
  • Words of advice about incorporating topics that add value to your audience’s lifestyle
  • And more!

Tune in now and learn how to keep your audience excited about your content!

Resources:  Top Advisor Marketing

Brought to you by: Iris.xyz 

12 Days of Marketing - Episode 7 — 7 Ways of Self-Marketing for Advisors

12 Days of Marketing - Episode 7 — 7 Ways of Self-Marketing for Advisors

December 13, 2019

It’s time to get out of your office, attend an event, and make some connections! As an advisor, it is important to not only market your business but to also market yourself.

In the seventh episode of our 12 Days of Marketing series, Matt and Kirk discuss how to market yourself in the expert economy that advisors are in today. This episode is filled with ways that you can put yourself out there and promote your expertise!

In this episode, you will learn:

  • The do’s and don’ts of self-marketing
  • How having passions outside of work can help attract new clients
  • Why being resourceful can help you find opportunities to have meaningful conversations
  • Unconventional ideas for re-engaging your network on LinkedIn
  • And more!

Tune in now and learn seven ways to start marketing yourself today! 

Resources:  Top Advisor Marketing | Marketing Plan Tactics for Top Advisors | Anatomy of a Whitepaper 

Brought to you by: Iris.xyz 

12 Days of Marketing - Episode 6 — Podcast Coaching Tips

12 Days of Marketing - Episode 6 — Podcast Coaching Tips

December 12, 2019

Whether you host your own podcast or are considering starting one, have you considered what it takes to become listenable and likable?

In the sixth episode of our 12 Days of Marketing series, Matt and Kirk take you inside our Podcast Coaching Program to uncover how they evaluate podcasters. This fun and highly practical conversation is full of podcasting tips that you can use right away!

In this episode, you will learn:

  • Why it’s necessary to go “over the top” with your emotions while podcasting
  • Which words make listeners cringe
  • Why your podcast needs a call-to-action in every episode
  • Details about our upcoming Podcast Coaching Program
  • And more!

Tune in now and get tips to boost your podcasting skills!

Resources:  Top Advisor Marketing

Brought to you by: Iris.xyz 

12 Days of Marketing - Episode 5 — How to Think of In-Demand Podcast Topics Now

12 Days of Marketing - Episode 5 — How to Think of In-Demand Podcast Topics Now

December 11, 2019

“How will I come up with podcast topics that interest my listeners?” That’s the number one question that aspiring advisor-podcasters ask us. 

In the fifth episode of our 12 Days of Marketing series, Matt and Kirk share the best ways to come up with the topics your audience cares about. Whether you’re podcasting or writing, this is the advisor’s guide to generating ideas that are compelling and compliance-friendly.

In this episode, you will learn:

  • Where to draw topic ideas from 
  • How to keep the discussions in your podcast compliant
  • Do’s and don’t’s for titling your podcast episodes
  • What to consider when you’re writing podcast summaries
  • And more!

Tune in now and learn how to create engaging podcasts!

Resources:  Top Advisor Marketing | How to Plan Your Podcast Topics (And Never Run out of Ideas!) | Should Advisor-Podcasters Talk Only About Financial Topics? | How to Start Your Own Podcast | Blog Title Generator | Iris. xyz

Brought to you by: Iris.xyz 

 

12 Days of Marketing - Episode 3 — 9 Best Practices for Building Your Marketing Team

12 Days of Marketing - Episode 3 — 9 Best Practices for Building Your Marketing Team

December 9, 2019

As your business grows, you will find yourself in need of a marketing team. But not just any team — one that’s ready for compliance and ready to rock the digital world.

In the third episode of our 12 Days of Marketing series, Matt and Kirk discuss nine things to consider as you build your marketing team. Take notes and learn how to find marketing talent that will go the distance for your firm. 

In this episode, you will learn:

  • The do’s and don’ts of building your marketing team
  • What tasks you should in-source and outsource  
  • Words of advice about hiring people with experience in your industry
  • Our philosophy on trust and outsourcing
  • Why it is important to implement the plan and adjust along the way
  • And more!

Tune in now and get ahead on your 2020 marketing planning strategy!

Resources:  Top Advisor Marketing | Outsourcing Your Social Media: How It Works | 9 Best Practices For Building Your Marketing Team | Episode 48: The New Advisor Reality – 100% Outsource Marketing

Brought to you by: Iris.xyz 

12 Days of Marketing - Episode 2 — 2 Ways to Keep Your Prospects Engaged During the Sales Process

12 Days of Marketing - Episode 2 — 2 Ways to Keep Your Prospects Engaged During the Sales Process

December 6, 2019

You know your sales process is a hit when you have the ability to keep your prospects engaged throughout the sales funnel journey until they finally say YES.

In the second episode of our 12 Days of Marketing series, Matt and Kirk discuss two ways advisors can keep prospects engaged and build relationships during the sales process. This conversation is filled with ideas on how to give your prospects value and keep the momentum going! 

In this episode, you will learn:

  • How to provide more value to your clients
  • How to court a prospect
  • What you should avoid doing
  • And more!

Tune in now and get ahead on your 2020 marketing planning strategy!

Resources:  Top Advisor Marketing 

Brought to you by: Iris.xyz 

12 Days of Marketing - Episode 1 — 1 New Marketing Strategy: Micro-Influencer

12 Days of Marketing - Episode 1 — 1 New Marketing Strategy: Micro-Influencer

December 5, 2019

Welcome to our 12 Days of Marketing series! If you’re looking for holiday magic that will prepare you to hit the ground running in 2020, pour yourself a hot chocolate and tune in!

In today’s episode, Matt and Kirk speak about how influence has become a crucial aspect of advisor marketing. But this isn’t a Tony-Robbins level of influence, it’s Micro-Influence —  a pursuit that is much more worthwhile and achievable for advisors. Get ready for a conversation that just might change your whole approach to building relationships with your ideal prospects. 

In this episode, you will learn:

  • What a “Micro-Influencer” is and why Matt and Kirk felt compelled to coin this term
  • Which forms of content build credibility with your prospects
  • About the overlooked benefits of podcasting or doing radio
  • Easy ways to repurpose one piece of content 
  • And more!

Tune into our first Day of Marketing to uncover a whole new way of building your influence!

Resources:  Top Advisor Marketing