Ep 120 - Getting Stuff Done with Dave Crenshaw

November 7, 2018
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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

October 9, 2018
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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

September 13, 2018
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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

July 19, 2018
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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?

July 17, 2018
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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!

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 63 - Behavioral Finance with the Emotional Investor

March 22, 2018
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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

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 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 32 - How To Leverage Impact Investing In Your Practice with Sonya Dreizler

August 18, 2017
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Sonya defines Impact Investing (also known as SRI, ESG...) and it's growing role in an advisor's practice. Sonya breaks down the jargon and acronyms popping up in this new area of responsible investing and steps advisors need to consider to begin understanding, talking with clients about and implementing into their practice.

LINKS: LINKEDIN | WEBSITE

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 22 - John Anderson’s “4 Ways to Create Positive Client Experiences (and get more referrals)”

May 26, 2017
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John Anderson joins us again to talk about creating positive client experiences in your practice. John starts with a reality check for advisors with a few critical questions. John shares insight on the need to address how you approach referrals in your practice. He also discusses why it's important to focus on what you can control and how you can do that by changing your focus. 

We recorded this show live at SEI's Strategic Advisor Conference in Chicago in May 2017. 

GUEST BIO:

John Anderson is the creator and lead author of Practically Speaking blog and Managing Director of Practice Management Solutions for the SEI Advisor Network.

Original Blog Post is here.

Episode 21 - Kirk Lowe’s 10 Favorite Marketing Tools

May 17, 2017
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Episode 21 will knock your socks off. Kirk shares the marketing productivity tools he's researched and tested that make his days go smoother and advisor marketing more productive. Good tools allow you to pursue marketing you either can't afford, or don't have the expertise or time to create and implement. Listen to the whole podcast for clear insights on how to leverage each of the these tools and possibly change your practice forever. Or...you can just hire Kirk's marketing team at TactiBrand. 

 

 Kirk_s_10_Favorite_Marketing_Tools.jpg

Episode 18 - 5 Clues Your Marketing May Fail (with John Anderson of SEI, Practically Speaking Blog)

May 9, 2017
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"Too often, I meet with advisors who think of marketing as an afterthought or a “nice to have,” instead of a “have to have.” Marketing is seen as an expense, rather than an investment. Even worse, marketing is something that starts and stops for these advisors, sometimes on a whim or after a client loss. Mostly, I see marketing that has an inconsistent message or misses the target audience (if there is one)." - John Anderson, SEI

GUEST BIO:

John Anderson is the creator and lead author of Practically Speaking blog and Managing Director of Practice Management Solutions for the SEI Advisor Network.

Original Blog Post is here.

Episode 10 - Get to Know Robert Sofia & Snappy Kraken’s Marketing Platform

April 6, 2017
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Advisors can't build good marketing while considering how to make "compliance" happy. It's better to start with what will work then work backwards to get compliance on board or to make small concessions. Lots more financial marketing and success nuggets throughout this podcast.

Robert launched a platform to help advisors automate many parts of their business (prospecting, client experience, client communication, prospect mgmt) so advisors can focus on the only thing they can't outsource of automate, meeting with clients. Lots of great insight into Snappy Kraken's platform.

Mentions: Robert Sofia, Snappy Kraken

GUEST BIO:

Robert Sofia founded Snappy Kraken, a SaaS marketing solution that helps financial advisors personalize, automate, and track marketing campaigns and business processes. SnappyKraken.com

 

 

Episode 4 - The Pursuit of Absolute Engagement w/Julie Littlechild

February 22, 2017
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Human beings aren’t equipped with unlimited battery backs. The growth of our businesses goes hand-in-hand with our personal wellbeing. How does personal vision fit into business vision? How do you build a business that supports the life you want for yourself? Why is audacity necessary in achievement and action? On this episode, author, speaker and coach talks about her book The Pursuit of Absolute Engagement and gives insight on the principles she wrote about.

To pursue absolute engagement is to be intentional about structuring your business in a way that supports meaningful growth. Julie Littlechild

Guest Bio:

Julie Littlechild is a speaker, writer and the Founder of AbsoluteEngagement.com. She helps successful professionals and entrepreneurs design businesses that support the lives they want to live and to create lives that fuel their capacity to do just that. Julie has worked with and studied top producing professionals, their clients and their teams for twenty years. She is a recognized expert on driving deeper engagement and growth and the author of a popular blog. To get in touch email jlittlechild@absoluteengagement.com. To learn more about her book or buy it www.AbsoluteEngagement.com/book.