12 Days of Marketing - Episode 12 Events!

December 22, 2017

In our final episode of the 12 Days of Marketing, Matt is talking about the importance of events to advisor marketing. It's fairly common in the financial world to hold dinners, lunch and learns, or bring a friend event. But are you getting the most out of these events every time? Matt has some tips for taking your event up a notch, securing butts in seats, and making your financial events so fun people will want to bring a friend along! Make sure your hosting the right events in 2018 to get your desired results! 

12 Days of Marketing - Episode 11 Nurture Sequences

December 21, 2017

In this episode of the 12 Days of Marketing, Kirk dives into nurture sequences, examining the questions: How do you nuture your leads digitally? Why is it important? And what is it? Nurturing leads is best described as building a relationships with customers currently not ready to buy but who could be an ideal customer. It's an easy way to keep your foot in the door and set the foundation for a relationship that can last a lifetime. 

LINK: Snappy Kraken Website

12 Days of Marketing - Episode 10 Developing Your Social Media Strategy

December 20, 2017

So you've got the website and you've proven your brand and expertise through a white paper, podcast, or blog. Now the question remains - how do you ge tthat information out there? Matt is here to explain the important role of social media in finding ideal prospects online. Getting social can be scary, but it's critical to building your business and getting your brand out there. 

12 Days of Marketing - Episode 9 Building a Role Specific Website

December 19, 2017

Is your website a workhorse? Does it explain your brand and business effectively and turn google searches into ideal prospects? Web design is paramount in today's digital world, but too many advisors find themselves working with website that no longer meet today's design demands. Kirk explains the necessary steps to making your website optimal for a financial advising.

12 Days of Marketing - Episode 8 Starting a Vlog

December 18, 2017

Now that we've covered the basics of white papers, and podcast, Matt has your next step in technology and content creation - Vlogs. Video logs allow you the ability to get the same great content from your podcast available to your current and prospective clients, but with the added bonus of having a visual component. Vlogs give you the ability to create a faux "Face to face" experience with potential clients. They also allow you to use white boards, and diagrams to further emphasize your points. Matt covers it all in final piece of proving your brand and expertise. 

12 Days of Marketing - Episode 7 Starting a Podcast

December 18, 2017

Building your brand and expertise just got easier. In this episode Matt is here to explain the value of podcasting for financial advisors. Podcasting is a quick and easy way to develop your brand and expertise, and provide potential clients with plenty of content to get to know you before they walk in the door. Why not give them a taste of your knowledge beforehand, and save yourself some of the selling? If you want more information about podcasting, check out our white paper or our infosheet, linked below.


LINKS: A Complete Guide to Starting a Podcast |  Podcasting

12 Days of Marketing - Episode 6 Drafting Your White Paper

December 16, 2017

You've built an entire business around your expertise... but do your potential clients know what makes you different? In the second piece on proving your brand and experise, Kirk is here to talk to you about the importance of a White Paper. Having written over 20 white paper's on his own, he's here to give you the pieces necessary to begin writing your own paper. Once you have that white paper fresh off the press, it's also important to know how to use it. As a white paper expert, Kirk has everything you need to know to make your first paper a success. For more informtion check out the free resources listed below. 

LINKS: Anatomy of a White Paper

12 Days of Marketing - Episode 5 Your Financial Planning Process

December 15, 2017

This episode is part one of three in the 12 Days of Marketing that discusses proving your brand and expertise. In part one, Matt dives into explaining the importance of having a well established (and designed) Financial Planning Process. This is one of the many pieces to the puzzle in proving your expertise. This plan should be align with your company's story and brand and give your potential clients a clear view of what makes your company different. Listen in today!

12 Days of Marketing - Episode 4 Packing Your Message Into a Brand

December 14, 2017

Do you struggle to tell people what makes your financial advisor business different from all the others? In this Episode, Kirk explains the fundamentals of packinging your message (those key concepts and phrases) from simply words on a page to a brand people know and recognize. To help you further define these conepts, Kirk has included 3 important resources to help you find your brand for 2018.

LINKS: 30 Ways to be Different | Brand Impact Assessment | Brand Discovery Matrix

12 Days of Marketing - Episode 3 Defining Your Ideal Client

December 13, 2017

In Episode 3 of the 12 days of marketing, Matt dives into defining our ideal client. Who fits your mold to enter into the lifelong partnership that takes place between a financial advisor and their client? If you don't know who you're looking for, how will you know if you have them? Matt breaks down the key steps to discovering who is perfect for your business, and what it takes to get them. 



12 Days of Marketing - Episode 2 The Difference Between Marketing and Branding

December 12, 2017

In Day 2 of the 12 Days of Marketing, Kirk is going to walk you through the critical differentiation of branding and marketing in your business. The key message of this podcast is that it is crucial to pull your branding out of marketing, and understand that your brand is your story. You need to know why your different, and what your value is before you can expect any prospective clients to know that.

12 Days of Marketing - Episode 1 Your Marketing Mindset

December 11, 2017

This holiday season, Matt and Kirk are offering up 12 podcasts to help you prepare your business for 2018 with your best marketing plan yet! In the preimer episode of the 12 Days of Marketing, joing Matt and Kirk as they dive into developing your marketing mindset. Understand tactics that work for your business to help you build trust and brand awareness, while leaving behind any ineffective tools in 2017. Want more information about how to kick ass in 2018? Download a copy of our white papers today - they're free!


Episode 50 - Tony Vidler and the Fee Based Advisor Model

December 11, 2017

In our 50th episode of Top Advisor Marketing, Matt and Kirk are joined by the adviser to advisors, Coach Tony Vidler. Having been coaching for decades, Tony understands the best models for running a succesful advisor business. In this episode Tony dives into the fee based advisor model, and how it can benefit not just your business but your personal life. 


LINKS: LinkedIn |  SlideShare  |  Tony Vidler

Episode 49 - Bob Burg and the Go-Giver Way

November 30, 2017

In this latest epsiode of Top Advisor Marketing, Kirk and Matt are pleased to welcome saught after speaker and international best selling author Bob Burg. Bob is well known for his book, ”The Go-Giver", along with the other books in the Go-Giver series.  This series discusses how in the business world the best way to achieve success is to be constantly giving.  Nearly a decade since it was first published, The Go-Giver is still gaining momentum and was awarded the 2017 Living Now Book Award – Evergreen Medal for Personal Growth. With our hosts, Bob dives into how constantly and consistently providing value to others will help you conduct not only nice business, but the most profitable. 


Links: Bob Burg | The Go-Giver | Buy Now

Episode 48 - The New Advisor Reality - 100% Outsource Marketing

November 23, 2017

As demands on financial advisors become more intense, Matt and Kirk offer a solution to all your marketing needs - Outsourced Marketing. In this episode, the guys discuss the complexities of creating a solid marketing plan from foundation to execution and the challenges many financial advisors face when DYI'ing their marketing: canned marketing, ineffective or inefficient marketing or trial and error marketing. With the ability to access service around the globe through your computer, it's now easier than ever to outsource your marketing to a team of highly skilled experts, at a fraction of the cost of in house training and salary. This episode will give you all the insight you need to make the right call for your practice and your marketing plan for 2018. 

Episode 47 - First Impressions, Dressing for Success with Patti Morrison

November 13, 2017

Matt and Kirk welcome guest Patti Morrison in their latest episode of TAM Podcast. Patti Morrison owns and operates Image Strategist in Vancouver Canada, and has worked in the fashion industry for over 25 years. Recently she has become a best selling author with the release of her book "First Impressions, Dressing for Impact". Taking all of her knowledge and experience, Patti walks Matt and Kirk through the basics of creating an impactful outfit, understanding the importance of clothes in the business world, and the steps to making a wardrobe that suits you and your goals. 


Episode 46 - #1 Marketing Tactic of Top Advisors

November 2, 2017

Kirk and Matt dive into the deep end of marketing tactics for a niche advisor. It's important when developing your brannd and business to capitlize on small markets, whether its government employees, blue collar business owners, or adventure junkies, cartering your brand to your ideal clients is the best way to get them through the door. Matt and Kirk explain all of this while walking you through the 10 reasons to have a niche persona. 

Episode 45 - To Book or Whitepaper

October 27, 2017

Do you have lots of great content ideas rattling around in your brain - but are't sure what the best direction is for publication? Kirk and Matt dive into this question in Episode 45 as they discuss the advantages and disadvantages of white papers vs books. Matt has published 2 books, and Kirk has authored over 20 white papers, and both can highlight that each option is circumstance dependent. If this is your first foray into publication, Kirk and Matt discuss that a white paper is an ideal starting point... and just may get you that book deal you're looking for!

LINKS: Anatomy of a White Paper

Episode 44 - 7 Ways to Make Your Website a Workhorse with Samantha Russell

October 19, 2017

Kirk and Matt are joined by Twenty Over Ten's Director of Sales & Marketing Samantha Russell. As one of Top Advisor's strategic partners, Kirk and Matt have worked closed with Twenty Over Ten developing efficient and effective websites for top advisors, including our exclusive Brand Mastered website. Samantha breaks down the 7 important factors to consider when developing a website that's going to do the work for you. Covering everything from the consumer portal to how to effectively use video on your site to generate faster leads. This episode will give you top insight into what your website needs in order to drive leads and find those ideal prospects. 


Episode 43 - 10 Steps to Immaculate Marketing

October 12, 2017

Kirk and Matt bring in their third partner/professor of Brand Mastery Course, Ray Gauthier, to explain the 10 Steps to Immaculate Marketing. The 10 step marketing plan discusses the importance of everything from defining and understanding your ideal client to creating a great web page full of authentic and useful content. The marketing ideas and strategies Ray touches on is the basis of Top Advisor Marketing's latest offering - Brand Mastery Course. A 20-week program designed and executed by Ray and Matt, gives advisors the opportunity to fill their marketing tool box will what they need to tell their story.