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 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 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 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 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 164 - Your Personal Financial Snapshot With Kyle Christensen

Episode 164 - Your Personal Financial Snapshot With Kyle Christensen

May 14, 2019

Your host, Matt Halloran, welcomes Kyle Christensen to today’s show to discuss his company and software: Personal Financial Snapshot.

Our focus at Top Advisor Marketing Podcast is to provide our listeners with tools to help them build a truly unique service that will separate them from the advisor down the street. Personal Financial Snapshot does just that.

Personal Financial Snapshot is designed with the clients’ needs in mind first and uses five core principles:

  1. Save at least 15% or more
  2. Maximum protection
  3. Full replacement of assets upon death
  4. Six months to one year of asset storage
  5. Velocity of money

The five principles of Personal Financial Snapshot take financial planning to another level by leaving behind needs-based analysis and project-based analysis.

If you’re looking to give your clients the opportunity to make education-based decisions or are ready to add a higher level of planning to your practice, this is an episode you don’t want to miss!

Links: Kyle Christensen LinkedIn | Personal Financial Snapshot | Five Principles of Personal Finance

Episode 163 - The Power of Recruiting with Tim Martin

Episode 163 - The Power of Recruiting with Tim Martin

May 9, 2019

Your host Matt shares the mic today with another incredible podcaster, Tim Martin. Today, the two experts are diving into how you can use recruiting as a retention, marketing, and legacy tool.

Tim has spent the past 22 years in Voluntary Benefits sales world. He has recruited, hired, and on-boarded over 2,000 commission-only sales agents, making him an expert in the world of recruitment! When he's not building up his business, Tim is the host of Success is Voluntary, a show focused on mastering the sale of volunteer benefits. 

If you're ready to further develop your business or are in need of the push to begin your own recruiting program, be sure to listen in today! 

Links: Tim Martin LinkedIn | Success is Voluntary | The Sales Boss |

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 158 - Creating Compelling Business with Amit Dogra

Episode 158 - Creating Compelling Business with Amit Dogra

April 23, 2019

Matt welcomes Amit Dogra, CEO of Third Seven Advisors to today's episode. Some of you may recognize Amit from his appearance on Permission to Succeed Podcast. where he shared his knowledge on what it means to succeed as a CEO. 

For today's episode, Matt and Amit are taking this conversation deeper into the world of running a business. The two explore what makes Third Seven Advisors truly unique and different, with an emphasis on how they are able to attract their ideal clients. 

Three major areas of focus for Third Seven Advisors are:

  • We believe human interaction is the best way to invest in order to achieve your life and wealth management goals
  • We believe in putting investments back in investing
  • We believe in value creation

Amit is an executive with over 20 years of experience in helping investment advisors, Family Offices and wirehouse firms grow through business leadership, practice management, investment management, sales and relationship management.

 

 

Links: Amit Dogra LinkedIn | Third Seven Advisors

Episode 157 - Provoking Brilliance with Machen MacDonald

Episode 157 - Provoking Brilliance with Machen MacDonald

April 18, 2019

Your host Matt Halloran welcomes longtime friend of Top Advisor Marketing Machen MacDonald to today's podcast. Machen is the founder of Pro Brilliance Leadership Institute and is renowned in the financial sector as one of the best leadership coaches around. 

The basic definition of leadership is bringing out the best in ourselves and others. As a business owner, are you able to help others to perform at their full potential? Would you define yourself as a successful leader? Or do you even have qualifiers for being a successful leader?

Today's podcast will help you discover what true leadership in business means, what areas you might be lacking in as a leader, and the next steps to becoming a better leader. 

If you're looking to improve the quality of your offerings and your office culture, listen in today to learn how you can provoke the brilliance around you! 

Exclusive Offer: If you love what you're hearing from Machen, you can sign up today for a FREE 45-minute Strategic Breakthrough & Clarity Session. This 45-minute session will help you get the clarity, confidence, and focus you want for yourself. Are you ready to take charge of your business? Schedule your 45-minute session today!

Links: Machen MacDonald LinkedIn | Pro Brilliance Leadership Institute | MindScan Assessment

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