Top Advisor Marketing
Episode 185— 14 Rules of Advisor Marketing Success

Episode 185— 14 Rules of Advisor Marketing Success

July 25, 2019

In today’s conversation, hosts Kirk Lowe and Matt Halloran dive deep into what Kirk calls the 14 rules of advisor marketing success.

Kirk, having spent the last 20 years in this industry, shares what he has learned about how to successfully use marketing to improve your advisory business. Get ready to take notes and discover how to set yourself apart from other advisors, what no one has ever told you about building a niche, and why being on social media is well worth your time. 

In this episode, you’ll learn:

  • How to find what will separate you from other advisors
  • What it means to be relevant (and where a niche comes in)
  • Different ways to promote you and your business
  • The link between your values and your identity
  • Why we say, “Don’t keep your secrets secret”
  • And so much more!

Tune in now and learn the 14 Rules of advisor marketing success!

Resources: Top Advisor Marketing 

Brought to you by: Iris.xyz

Episode 165 - Reach, Engage, and Earn the Female Dollar with Barbara Provost

Episode 165 - Reach, Engage, and Earn the Female Dollar with Barbara Provost

May 16, 2019

Your host, Matt, welcomes returning guest Barb Provost to the show to discuss her latest training program: Reach, Engage, and Earn The Female Dollar.  

No stranger to hard work and challenges, Barbara is the Founder of Purse Strings LLC. Her professional experience, active research, and continuous data gathering activities, led her to discover that women are a tremendously underserved market, to the tune of 20-trillion dollars. And yet, financial firms are leaving this money on the table by failing to engage women.

With that discovery in mind, Barbara developed expertise on what these institutions need to do in order to reach and engage women. She has created the first empowerment, education, and training tools to earn the vast spending power of the female dollar.

On today's show, Matt and Barb discuss concrete steps you can take as an advisor to improve your approach to working with women and tap into that 20-trillion dollar market. Listen in to hear Barb's expert advice and discover what changes you can make to earn that female dollar!

Top Advisor Listener Special!

SUPER SUMMER SALE - REACH, ENGAGE, AND EARN THE FEMALE DOLLAR

In a comprehensive 3-week online workshop, you will gain the insight you need to earn the respect and trust of 51% of your market — women!

Led by renowned expert and consultant to the World Bank/IFC and owner of Purse Strings LLC, Dr. Barbara Provost! You’ll walk away with the tools and strategies you need to set your business on FIRE this summer! Barbara is an adult educator and financial services consultant who knows what women want and will give it to you straight!

Even better, there is a limited Super Summer Sale discount! and it’s only $249! PLUS, you will earn 12 CE credits when you complete the course.

Sign up today at: http://bit.ly/earnthefemaledollar

Links: Purse Strings - Reach, Engage, and Earn the Female Dollar | Women as a Focus Video | Purse Strings |

Episode 152 - Setting Realistic Social Media Goals with Ediri Obor

Episode 152 - Setting Realistic Social Media Goals with Ediri Obor

April 2, 2019

Your host Matt Halloran is joined by one of our team members and social media specialists Ediri Obor today to discuss setting social media goals. 

Unrealistic social media goals are one of the biggest obstacles business owners face when it comes to successful marketing. Whether that comes from a lack of understanding of the medium, or the inability to integrate social media in their large scale marketing plan, these unrealistic goals and misuse of social media can hold you back from your marketing success. 

Discover the mindset you need to get your social media back on track and ramp up your marketing strategy by listening in with Matt and Ediri today! 

Links: Ediri Obor LinkedIn | How to Create the Right Expectations for Your Social Media Marketing