Top Advisor Marketing
Episode 136 - The Man Behind the Voice with Aric Johnson

Episode 136 - The Man Behind the Voice with Aric Johnson

February 5, 2019

To welcome in a new month, your host Matt Halloran is featuring one of his team mates and long time friends, Aric Johnson. 

Some of you may recognize Aric as the host of several of our Top Advisor Marketing client podcasts, but his work goes beyond our microphones. Aric is a business coach/consultant, the VP of Advisor Development at Christian Wealth Management, and a professional speaker. 

Aric brings all that experience to our clients at Top Advisor Marketing, and directs so that they can bring their best self and provide optimal information and guidance to their audience. 

If you've ever been curious about what it takes to be an incredible podcast host, or how we make podcasting work here at Top Advisor Marketing, be sure to tune in today!

 

Links: Aric Johnson LinkedIn

Episode 135 - The Value of Vision with Karen Coyne

Episode 135 - The Value of Vision with Karen Coyne

January 31, 2019

Many financial advisors have a vision. A vision for their business, a vision for their growth, and a vision for their team. To achieve any of these visions, you have to set goals. But are you using vision to its fullest potential with your client base? 

Our host, Matt Halloran, welcomes CFP® and vision expert Karen Coyne to our latest episode to discuss how vision can be a year-round discussion with your clients. With her unique approach to focusing on vision, Karen doesn't center her financial business model around drawing in more clients, but on delivering high-quality service. 

Understanding what drives your clients and their vision for today, tomorrow, and ten years can help you build a stronger and more referable practice. Listen in today and start developing your own sustainable vision!

Links: Karen Coyne LinkedIn 

 

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 133 - Professional Style with Rich Mbariket

Episode 133 - Professional Style with Rich Mbariket

January 22, 2019

Are you interested in growing your professional wardrobe? Is it time to add a splash of color or a new fabric to those tried-and-true suits? Have you always taken pride in your appearance, but you're not sure what the next steps are? 

If you've asked yourself those questions, this is the episode for you! Matt welcomes personal stylist and menswear professional Rich Mbariket to today's show to discuss easy tips to help men spice up their wardrobes. 

As the founder of his self-named company, located in Las Vegas, Rich provides clients with direction when it comes to converting the tried and true into the new and stylish. With a focus on converting stuffy to approachable, Rich helps men select great professional outfits, whether it's for your 9-5 office job or for an evening out. 

If you're ready for a style make over and to make 2019 the year you're a contender for best-dressed in the office, this an episode you won't want to miss! 

Links: Rich Mbariket LinkedIn | RichMbariket.com

Episode 132 - Lifestyle Marketing with Eric Gaddy

Episode 132 - Lifestyle Marketing with Eric Gaddy

January 22, 2019

More and more, we see people promoting the concept of work-life balance. If you're ready to offer your clients the opportunity to retire early and get on living, you'll love our next/returning guest Eric Gaddy! 

As the author and owner of Retire Early, Eric is an expert in getting your financial house in order so that you can live life outside the office. Today with our host, Matt Halloran, Eric will discuss how financial professionals can use the retire early lifestyle to market and prospect for clients. 

If you're considering early retirement or are simply ready to offer your clients more living, be sure to listen in today! 

And if you missed Eric's original podcast, you can find it HERE!

Links: Eric Gaddy LinkedIn | "Retire Early - What are you waiting for?"- The Book | How To Retire Early Website | Retire Early Resources

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

Ep 130 - Social Media Methodology with Ian Moyse

Ep 130 - Social Media Methodology with Ian Moyse

January 15, 2019

Are you wondering about the value of social media in your financial practice? Our expert guest Ian Moyse offers his insight into the true value of social media in your prospecting efforts.

Joining host Matt Halloran from across the pond, Ian is the sales director of Natterbox, a done-for-you digital communications solution. 

These two social media gurus explore the hard and fast reality that social media isn't your technology fix. It will never replace traditional methods. But working in symbiosis with your prospecting avenues can create a stronger and more reliable sales stream. 

 If you're ready to explore what social media should mean to your company, listen in today!

Links: Ian Moyse LinkedIn | Natterbox

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

Episode 128 -  Four Steps to Marketing in 2019

Episode 128 - Four Steps to Marketing in 2019

January 8, 2019

Welcome back to our third season of Top Advisor Marketing Podcast! To get you ready for 2019, our host, Matt Halloran, is joined by marketing and branding expert Kirk Lowe to discuss four steps to marketing in 2019!

Get ready for a new-and-improved you this year as Kirk and Matt walk you through the exact process they offer their branding clients. It's a process Kirk has spent the past 18 years perfecting. Using their proven four step process: attract, intrigue, engage, and influence, Kirk and Matt share several actionable steps you can take to bring your ideal clients through the door!

Be sure to listen in today and begin your marketing success!

 Links: Marketing Plan Tactics | Marketing BluePrint Video

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 - Quarterly Game Plan

12 Days of Marketing - Quarterly Game Plan

December 19, 2018

Join host Matt Halloran and special series guest Coach Joe as they discuss the value of creating (and sticking to!) a quarterly game plan. Breaking your business plan down into bite size manageable pieces will give you stronger goals, and more success! Tune in today to finesse your business plan and get ready to rock Q1 2019!

12 Days of Marketing - Marketing, Branding & Business Development

12 Days of Marketing - Marketing, Branding & Business Development

December 18, 2018

Today Matt and Coach Joe are diving into three very important topics when it comes to business planning and you're business success! Listen as these two coaching, development, and marketing experts discuss what you need to create a business with a lasting brand, strong marketing initiatives, and the ability to develop and grow!

12 Days of Marketing - Goal Setting

12 Days of Marketing - Goal Setting

December 17, 2018

A goal is defined as "the object of a person's ambition or effort; an aim or desired result". This definition provides us with both an action (ambition/effort), as well as a passive action (aim). What are you doing to take your goals from aims and desires into the realm of action and effort? Listen in with Coach Joe as he discusses with your host Matt Halloran different ways to make your goal setting effective, and stick to it. 

12 Days of Marketing - Mindset it the Game

12 Days of Marketing - Mindset it the Game

December 14, 2018

Mind over matter is the topic today! Listen in with Coach Joe and your host Matt Halloran as they discuss how the mindset you bring into business planning, and 2019 set you up for success or failure. 

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 - Business Life Integration

12 Days of Marketing - Business Life Integration

December 12, 2018

All work and no play makes Jack a dull boy. These words of wisdom come to life in today's episode as Matt and Coach Joe explore how advisors can handle business/life integration. 

Balance is a struggle in every area of our lives, whether it be our diets, our relationships, or our professions. So take some time and learn how you can balance and integrate your personal and professional life today!

12 Days of Marketing - Evaluate and Benchmark

12 Days of Marketing - Evaluate and Benchmark

December 11, 2018

Benchmarks are a cornerstone to your business success. They give you an opportunity to reflect, evaluate, and challenge yourself in the upcoming year to meet goals. However, benchmarks can be another one of those tasks that simply gets forget. As people say, when something works well, we tend to stop doing it simply because we don't acknowledge or allocate for it. 

Coach Joe has a three part process to help you wrap up 2018 and set yourself on a better path for 2019. Get your benchmarks set, and roll on past them with your most successful year yet!

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