Top Advisor Marketing
Episode 156 - Education Planning with Priscilla ONeill

Episode 156 - Education Planning with Priscilla ONeill

April 16, 2019

Today your host Matt Halloran is pleased to welcome education planning expert Priscilla ONeill to today's episode to discuss what you can be doing as an advisor to assist your clients with education planning.

Priscilla is the president of Summit Scholar and a Certified Educational Planner. At Summit Scholar, Priscilla has designed software and a four phase college strategy process for highschool aged students so that they can have a thorough understanding of their financial AND educational situation in order to make the best choices for their futures. 

If you're looking to give your clients and their children a true analysis of all the aspects of college, acceptance, and funding this episode is for you! Tune in today and be sure to connect with Priscilla for more information!

LINKS: Priscilla ONeill LinkedIn | Summit Scholars

Episode 151 - Equal Pay Negotiations with Katie Donovan

Episode 151 - Equal Pay Negotiations with Katie Donovan

March 29, 2019

To finish of Women's History Month, your host Matt Halloran welcomes pay equity expert Katie Donovan to discuss what you can be doing to decrease the wage gap in your business. 

Katie is the first pay expert to be featured on Top Advisor Marketing Podcast. She began the movement in Massachusetts to ban use of salary history in hiring and compensation decisions which has had a dramatic impact on lessening the pay gap. She is now a consultant and owner of Equal Pay Negotiations (EPN). Her work their strives to achieve equal pay for all groups who are systemically underpaid including women, people of color, members of the LGBTQ community, and people with disabilities, through pragmatic solutions similar to ending the use of salary history.

Discover ways you can change your hiring process, optimize your current payroll employee and learn what finance as a whole can be doing to decrease the wage gap. Listen in today!

Links: Katie Donovan LinkedIn | Equal Pay Negotiations 

Ep 142 - The Intersection of Leadership, Character, and Ethos with Dr Sean Hannah

Ep 142 - The Intersection of Leadership, Character, and Ethos with Dr Sean Hannah

February 26, 2019

Ethos is defined as the core values, beliefs and ideal that a leader will hold and manifest out to positively influence others and organizations. Do you recognize the ethos in yourself as a business leader? Or are you trying to cultivate your own sense of ethos? 

If you've got questions about your leadership skills, ethos, or how to build the characteristics of a leader, this podcast is for you!

Today Matt is joined by Dr Sean Hannah, a Wake Forest University School of Business professor, retired US Army Colonel, and one of the founding members of 3ethos. 

With extensive background in leadership, Dr Sean has spent decades building leaders in the military and in finance to become better stewards, governs, and leaders in the business that they do.

Tune in today to learn more about the leadership characteristics that can you set you apart from the crowd, and build a business you and others believe in! 

 

Links: Dr Sean Hannah LinkedIn | 3Ethos.com |

Episode 138 - Revolutionizing Recruiting with Amir Bormand

Episode 138 - Revolutionizing Recruiting with Amir Bormand

February 12, 2019

Are you ready to change the way you think about recruiting? Matt Halloran is joined by Amir Borand, co-founder of Elevano, and a new age expert in recruiting. 

Amir and along with his founding partner, are out to change the way people recruit. Using social media, Elevano helps employers find the right people and bring them into their business. Leveraging digital content, Amir is trying to break away from traditional methods of recruiting, to create a space that is open to a much more social conversation. 

If you're looking to grow your team, or perhaps seeking a new professional endevour, be sure to tune in today to find out how with the right recruiting anything can happen!

 

Links: Amir Bormand LinkedIn | Elevano

Episode 134 - Building a Successful Partnership with Marci Bair & Victor Orozco

Episode 134 - Building a Successful Partnership with Marci Bair & Victor Orozco

January 29, 2019

Oftentimes advisors want to grow their business and pass down their knowledge. To do so, they bring on interns and a lot of the time, it goes horribly wrong.

Has that ever happened to you?

Perhaps you weren’t great at managing, articulating your expectations, or you just haven’t found anyone you really connect with.

Joining our host, Matt Halloran, is returning guest Marci Bair and her partner, Victor Orozco, of Bair Financial LLC to discuss how you can build a successful partnership within your firm.

Marci made a previous appearance on Top Advisor Marketing Podcast where she discussed how you can truly niche yourself; however, she wouldn’t have obtained her current level of success if not for Victor.  

If you’re thinking about broadening your firm and want to grow with someone, listen today to learn valuable advice on how you can make a lasting partnership.

 

Links: Victor Orozco LinkedIn | Marci Bair LinkedIn | Bair Financial LLC

Episode 131 - Revolutionizing Asset Management with Scott MacKillop

Episode 131 - Revolutionizing Asset Management with Scott MacKillop

January 17, 2019

Our host, Matt Halloran, is continuously looking to bring on guests who offer something unique and different that you can apply to your own practice to stand out from the advisor down the street.

Joining Matt today is industry veteran Scott MacKillop to discuss his revolutionary business, First Ascent Asset Management. Here are just a few of First Ascent's unique offerings for advisors:

1. The industry's first flat-fee asset management services.

2. Elegantly simple portfolios that focus on being broadly diversified with few holdings and infrequent trades.

3. An entirely virtual experience, which keeps costs down and customer service up!

If you're ready to provide a high quality service that will lower your costs and the costs to your clients, be sure to listen in today with Scott and Matt!

Links: Scott MacKillop LinkedIn | First Ascent Asset Management | First Ascent Knowledge Centre

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

12 Days of Marketing - Morning Magic

12 Days of Marketing - Morning Magic

December 21, 2018

In our final installment of the 12 Days of Marketing Coach Joe and your host Matt Halloran are discussing the importance of the power hour - your morning magic. When it comes to working with professionals who are off track, Coach Joe's first question is always "what is your morning ritual". The first 60 mins of your day set the tone for the rest of your day - so are you priming yourself for success? 

Listen in and start every day the right way with Coach Joe and Matt Halloran!

 

12 Days of Marketing - Daily Focus

12 Days of Marketing - Daily Focus

December 20, 2018

Are you conquering every day? What does it take to obtain that razor focus so you can take control of your to do list? Listen in with Coach Joe and your host Matt Halloran as they discuss the importance of daily focus. With the right mindset, you'll be turning your business plan into a business reality!

12 Days of Marketing - 5 Year Vision

12 Days of Marketing - 5 Year Vision

December 13, 2018

Year end is a time when many of us look forward at what are we going to do in the next 365 days to change, grow, and become a better person. Today with your host Matt Halloran, Coach Joe is going to be discussing the value in not just a one year plan, but having a 5 year vision. 

If you're ready to take not just 2019, but the next five years by storm, be sure to listen in today! 

12 days of Marketing - Plan To Do The Plan

12 days of Marketing - Plan To Do The Plan

December 10, 2018

We all have "plans" but what makes plans a reality? Actually DOING them. So when it comes to building your business plan what's stopping you? For many of us it's that we simply right it down as something to get done, without taking the necessary steps to make it happen. Whether that's blocking our calendar time, arranging a coaching session to prepare for the plan, or simply getting your team together to discuss the business you're building. 

Listen in as Coach Joe explains the value in planning your plan, and get ready to rock in 2019!

12 Days of Marketing - Why Advisors Fail

12 Days of Marketing - Why Advisors Fail

December 7, 2018

Failure. It's not a topic anyone likes to dwell on, yet let's face - we all fail. Including advisors. And one of the major areas advisors tend to fall down is in creating their own business plan. 

Once again, Matt Halloran is joined by the business planning guru Coach Joe Lukacs, to discuss what types of tools and techniques Joe brings to his advisor clients to get them through the struggle that is advisor planning. 

Don't let past business plan failures impede your future success! 

Links: Coach Joe's LinkedIn

Ep 120 -  Getting Stuff Done with Dave Crenshaw

Ep 120 - Getting Stuff Done with Dave Crenshaw

November 7, 2018

Best selling author, speaker, business coach Dave Crenshaw joins Matt Halloran today to discuss what he knows best - accountability and time management. Dave is a particular expert in his field as his personal background isn't that he's a classic type A person. On the contrary, Dave has been diagnosed with ADHD, making him inherently disorganized. 

Unlike many others we often hear from explaining to us how to stay focused, Dave has overcome his natural instinct for chaos and can now behave as though he has inherently organized, a skill set he has now taught hundreds to thousands of people. Having designed a system that was built for the most disorganized person in the world, Dave understands how to take anyone, regardless of their starting point, to a level of successful organization. 

 

Together with Matt, Dave is going to explore how you can become the master of your own time by understanding a few of the simple lies we often tell ourselves that keep us from optimal efficiency. If you're ready to take 2019 by storm, listen in today and find out how to become master of your own time and success. 

Links: Dave Crenshaw Linked | DaveCrenshaw.com

Episode 112 - From Frustrated to Focused with Debbie Peterson

Episode 112 - From Frustrated to Focused with Debbie Peterson

October 9, 2018

Joining Matt today is professional speaker, keynote speaker, mindset strategiest and a business coach Debbier Peterson. Debbie is an expert in helping people get out of their own way to excellerate their results. 

When it comes to our own success, we all need to get out of our own way, as we are often the number one thing inhibiting and prohibiting our own success. Debbie and Matt walk through one of her programs, From Frustrated to Focused - Mindset Strategies for Business Growth to help decipher some of the best ways you can step out of the way and let success happen. 

Debbie professionally motivates, educates, and inspires professionals to discover what is holding them back. If you're ready to tap into your own success, be sure to listen in today!

Links: Debbie Peterson

Episode 105 - Creating an Extraordinary Client Experience with Julie Littlechild

Episode 105 - Creating an Extraordinary Client Experience with Julie Littlechild

September 13, 2018

If you sent a survey out to your clients, what would they have to say about their experience with you? Would they rave about your business model, or comment on how regularly they bring you up to their family and friends? Or would they note that you're office seemed cold, or they felt like you were working towards different goals than they were?

In the financial world, we know that referrals are your bread and butter. Which means that client experience is pivotal because the people in your office today are making sure there are people there tomorrow. Joining Matt today is Julie Littlechild, speaker, writer, and founder of Absolute Engagement. 

As an expert on client experience, Julia and Matt discuss what it takes to make your client experience extrodinary. With an 11 step program, Julia has made it simple for advisors, or anyone who has a referral based business, to create happy and lasting client relationships. 

LINKS: Julie Littlechild LinkedIn | Client Engagement

Episode 89 - Social Media Research With Julia Ritchie

Episode 89 - Social Media Research With Julia Ritchie

July 19, 2018

In today's episode, Matt brings on one of Top Advisor's inhouse social media expert, Julia Ritchie to share her recent findings on updates to all our of major Social Media Platforms. Julia has an advanced degree in digital media and communications, and has been an important addition to our team. With changes to everything from user interface, to ad formats and new features, Julia and Matt explore the changes that will be impacting your summer social media experience. If you're interested insuring that your posts continue to please the algorithm, this is an episode you won't want to miss. 

Episode 88 - Should You Be a Thought Leader?

Episode 88 - Should You Be a Thought Leader?

July 17, 2018

 

How often do you encounter the word "thought leader" in your daily consumption of content? As you might have guessed, it is a truism that thought leaders tend to be the most successful individuals or firms in their respective fields. However, thought leadership can be so much more than that. Today, Kirk and Matt discuss whether you have what it takes to become a thought leader. At Top Advisor Marketing, being a thought leader goes beyond the basic definition. It's not a pedigree. It's not about where you went to school. Thought leadership is about providing the best and deepest answers to your clients' biggest questions in the format they prefer. If you're ready to task yourself with becoming a thought leader, listen in and find out how you can use what you know, and who you know, to take your expertise to the next level.

RESOURCES: Russ Alan Prince and Bruce Rogers - ContributorBlog Post: What is a Thought Leader?

 

Michael Brenner Article: What Is Thought Leadership? And When You Should Use It?

 

Episode 72 - Willa Silver - Good Referrals, Good Sales!

Episode 72 - Willa Silver - Good Referrals, Good Sales!

May 10, 2018

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 63 - Behavioral Finance with the Emotional Investor

Episode 63 - Behavioral Finance with the Emotional Investor

March 22, 2018

Jay Mooreland, the founder of the Emotional Investor, joins Matt today to discuss behavioral finances. Titled by Matt as the "investor of all investors", Jay's career began as a CFP then developed into becoming a behavioral coach. With the recent market dips, emotions are back playing a major role in the financial markets, and this is an epsiode you won't want to miss!

LINKS: JAY MOORELAND | THE EMOTIONAL INVESTOR

Episode 36 - Warrior Advisors Have Laser-Like Focus w Olympian, Paul Kingsman

Episode 36 - Warrior Advisors Have Laser-Like Focus w Olympian, Paul Kingsman

September 7, 2017

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