Where you’ll learn how to become a prolific online influencer, attract more ideal clients and grow your practice. Brought to you by ProudMouth. Co-hosted by Matt Halloran and Kirk Lowe. 286290
Episodes
Tuesday Feb 09, 2021
Tuesday Feb 09, 2021
Ever since we started outsourcing last year, we’ve been able to take our internal efficiency and the value of our services to a whole new level.
In this episode, Matt and Kirk unpack the five biggest reasons for advisors to start outsourcing. They draw from their experiences at ProudMouth to share how our company has benefitted in ways they’d never imagined from bringing in outside talent. And, along the way, Matt and Kirk uncover the biggest outsourcing opportunities for advisors.
You will learn:
- Why we decided to outsource our rebranding project (even though Kirk is a branding expert)
- What areas of outsourcing impact advisors’ growth and development the most
- How working with consultants can help you build a better learning model for your team
- Three financial benefits of outsourcing that no one talks about
- Which aspects of your business you should never outsource
- Four potential downsides to outsourcing (and how to dodge them)
- And more!
Press play to learn you can achieve the greatest level of expertise across your business by using the power of outsourcing!
Resources: ProudMouth | Matt Halloran on LinkedIn | Kirk Lowe on LinkedIn | Ep. 272: How To Overcome 15 “Buts” That Keep Your Business From Achieving the Next Level of Success | Radio Show: Building America with Guest Matt Halloran | Influence Accelerator Academy | Communo
Tuesday Feb 02, 2021
Tuesday Feb 02, 2021
One of the greatest benefits of outsourcing is that it allows you to build a narrow focus and work on areas in which you’re truly an expert.
In this episode, Matt talks to Brad Wales, the founder of Transition To RIA. With over 10 years of experience in the RIA model, Brad has developed a deep bench of referral partners who help him provide better services to his clients. Today, he dives into how he effectively outsources several aspects of his business and how much value outsourcing adds to his services.
You will learn:
- Brad’s proven techniques for building trust with clients before you meet for the first time
- How to ensure that you refer your clients to a professional who’s truly capable of helping them
- How Brad outsources several key areas of the RIA transition process to provide expert services to clients
- Ways that a flexible business model can help you gain a competitive edge
- And more!
Press play to learn how to increase client referrals and gain the advantages of outsourcing!
Resources:
ProudMouth | Matt Halloran on LinkedIn | Brad Wales on LinkedIn | Transition To RIA |Transition to RIA Podcast, Q34: What Kind Of RIA Compliance Consultants Are There To Choose From? | Calendly | MarketCounsel | AdvisorAssist | RIA in a Box | Salesforce | Redtail
Tuesday Jan 26, 2021
Tuesday Jan 26, 2021
It’s time to rethink the conventional advice from marketing gurus who say you must be on every social media platform if you want to become a subject matter authority.
In this episode, Matt talks to Mohit Rajhans, the co-founder of Think Start and author of “Rethinking Your Content.” Mohit starts out by encouraging you to be strategic with your social media platform of choice, even if it’s tempting to strive for omnipresence. Matt and Mohit then go on to discuss digital trends and several ways to re-think your approach to content strategy.
You will learn:
- Why Mohit believes we’re in a “content crisis” and how that plays out in content creation
- Why your platform strategy is way more important than your content strategy
- Mohit’s expert insights on the latest trends in the digital world
- The first steps to auditing your digital footprint
- And more!
Press play to learn how you can benefit, as a content creator, from focusing more on platform strategy and less on content strategy.
ProudMouth | Matt Halloran on LinkedIn | Mohit Rajhans on LinkedIn | Think Start | How To Find Growth Beyond Your Personal Brand | Dadspotting
Tuesday Jan 19, 2021
Tuesday Jan 19, 2021
When we talk to advisors about starting their own podcast, their first question is: “When will I get leads?”
Of course, getting leads –– that turn into ideal clients –– is the ultimate goal; but there are five essential marketing rules that you must put in place in order for that to happen.
Today, Matt and Kirk unearth the marketing rules that advisors keep skipping past at the expense of their time, money, and hopes of having a marketing plan that actually generates leads. Listen in as they uncover five marketing essentials for advisors to focus on first: credibility, specificity, momentum, repeatability, and sustainability.
You will learn:
- What outcomes advisors constantly overlook when calculating their ROI
- Kirk’s quick formula for nailing down the level of specificity that attracts only ideal clients
- How long it took for our first client’s podcast to blow up with opportunities
- Why momentum-building marketing must be repeatable
- And more!
Hit play to learn how to master five marketing rules that come before leads!
Resources: ProudMouth | Matt Halloran on LinkedIn | Kirk Lowe on LinkedIn | Influence Accelerator Academy | Sendible
Tuesday Jan 12, 2021
Tuesday Jan 12, 2021
Put yourself in your prospect’s shoes. Would you enjoy listening to a podcast that gives you a boring rundown on a financial topic? Or worse, is clearly trying to sell to you?
Probably not. People don’t want to be sold to. They listen to podcasts to be entertained and inspired.
In this episode, Matt joins Jimmy Williams, founder of Compass Capital Management and the host of Live a Life by Design podcast. They dive into Jimmy’s proven strategies for attracting 10,000 unique listeners every month by talking about life, why talking about finances was never the plan, and how he uses his podcast to grow his business.
In this episode, you will learn:
- How to use the art of storytelling to keep your podcast audience coming back for more
- Ways to highlight your unique approach to solving your clients’ problems in every episode
- The mindset strategy that Jimmy swears by for putting 100% focus into his podcast once a week, despite having a busy practice
- Why Jimmy decided, from day one, to dedicate his podcast to talking about life
- And more!
Tune in now to learn how to #BeYourOwnLoud and gain a loyal audience by dedicating your own podcast to talking about life!
ProudMouth | Matt Halloran on LinkedIn | Jimmy Williams on LinkedIn | Live a Life by Design | Jimmy’s Top Reads | Life a Life by Design Podcast, ep. 88: The Importance of Coaching and Being Unique –– With Matt Halloran | Compass Capital Management
Tuesday Jan 05, 2021
Tuesday Jan 05, 2021
Do you have fears that hold you back from starting a podcast?
Or, maybe without realizing it, you believe in three myths that discourage too many advisors from podcasting.
In this episode, Matt and Kirk bust the most common myths about podcasting wide open! As relatable and candid as ever, they reflect on their own experiences as new podcasters to talk about how they’ve improved. Matt and Kirk also reveal statistics and client outcomes that turn these myths on their head.
You will learn:
- How to overcome the initial fear of starting a podcast
- Why your perceived weaknesses will most likely be your biggest strengths as a podcaster
- What stats show about podcasting’s growth potential in the coming years
- 8 reasons why podcasting is a game-changer for experts
- And more!
Listen now to slay the biggest myths that are keeping you from rising above the noise!
Top Advisor Marketing | ProudMouth | Matt Halloran on LinkedIn | Kirk Lowe on LinkedIn | 3 Myths That Stop Professionals From Podcasting (and Why They’re Wrong!) | Influence Accelerator Academy | Ep. 272: How To Overcome 15 “Buts” That Keep Your Business From Achieving the Next Level of Success | MindMeister
Friday Jan 01, 2021
Friday Jan 01, 2021
When a prospect discovers you through your content and experiences your expertise, your credibility as an advisor goes through the roof!
Today, Matt is joined by Jason Pereira, a portfolio manager, entrepreneur, lecturer, FinTech expert, writer, podcaster, and award-winning financial planner! Jason shares the secrets behind his productivity and how he has used several forms of media to become known as Canada’s most recognizable name in FinTech.
In this episode, you will learn:
- How getting a single article published can lead to more opportunities to become known for your expertise
- How to pick a fight online to support the ideas, philosophies, and products that you believe in
- Examples of how to get endless pieces of content out of one video
- Which marketing tasks Jason outsources and why
- And more!
Tune in now to learn how to rise above the noise and become a known subject matter authority in the financial services industry!
Top Advisor Marketing | Matt Halloran on LinkedIn | Jason Pereira's Website | Jason Pereira on LinkedIn | The Fintech Impact Podcast | The Financial Planning For Canadian Business Owners Podcast | AdvisorStream
Friday Jan 01, 2021
Friday Jan 01, 2021
Attention advisors! It’s time to re-introduce yourself to your favorite clients so they understand and appreciate your value completely!
Today, Matt is joined by Duncan MacPherson, the CEO of Pareto Systems. Join them as they discuss several ways to rejuvenate your client relationship and reinforce your value proposition through rebranded meetings and proven marketing strategies for today’s advisors.
You will learn:
- How to use strategic, agenda-driven meetings to elevate the client experience
- What outcome advisors are seeing from rebranded client meetings
- The difference between stewardship and salesmanship
- Why elite financial professionals choose to outsource
- 3 essential keys to making a video that clients will love and remember
- How to develop a process-driven approach to attract more clients
- And more!
Listen now to learn how to rebrand your meetings so you can stay top-of-mind with your ideal clients and highly referable!
Top Advisor Marketing | Matt Halloran on LinkedIn | Duncan MacPherson on LinkedIn | Pareto Systems: (866) 593-8020 | The Advisor Playbook | Video: The Review Meeting is Obsolete | Idea Decanter
Tuesday Dec 15, 2020
Tuesday Dec 15, 2020
Imagine having your prospect and client meetings so well documented that you can pick up exactly where you left off from the previous meeting or call. That would show your prospects and clients that you're really listening and paying attention to them.
But, too often, advisors forget to type their notes after meetings. And the details that would’ve won the prospect or elevated the client experience vanish into thin air.
Today, Matt is joined by Maree Moscati, the CEO of Copytalk, which is a premier dictation service company that uses live transcription to preserve your every word. They discuss the numerous benefits that proper documentation offers advisors –– from a client interaction perspective, task perspective, and compliance perspective!
In this episode, you will learn:
- How documentation can help you provide more value to clients
- How Copytalk uses a combination of human touch and world-class technology to set them apart from mainstream speech-to-text software
- How Copytalk is engineered to meet the financial-service industry’s rigorous standards of accuracy, privacy, and efficiency
- Maree’s advice to advisors on how to market effectively in today’s COVID-19 world
- And more!
Tune in now to discover how a real-time transcription service like Copytalk can help you operate more effectively, save time, and wow your clients!
Top Advisor Marketing | Matt Halloran on LinkedIn | Maree Moscati on LinkedIn | Maree Moscati on Twitter | Copytalk: (866) 267- 9825
Brought to you by: iris.xyz
Tuesday Dec 08, 2020
Tuesday Dec 08, 2020
Are you thinking about starting a podcast?
Imagine only having to show up to record your podcast, because you have an outsourced marketing team that takes care of everything else, from audio editing to episode promotion!
Today, our account manager Lauren Bus joins Matt to tell you exactly what it’s like to be our podcasting client. Lauren takes you behind the scenes to share how we help you rise above the noise, including our techniques for building up your confidence, creating click-worthy social media posts to drive listenership, and more!
In this episode, you will learn:
- What it’s like to be part of our podcast discovery process
- What strategies we use to capture each client’s voice when writing their social media posts
- How to use your status as a podcaster to position yourself differently to COIs and prospects
- What sets us apart from other companies that offer a podcasting service
- Three qualities we look for in aspiring podcasters
- And more!
Tune in now to get rare insight into what it’s like to podcast with us!
Top Advisor Marketing | Matt Halloran on LinkedIn | Kirk Lowe on LinkedIn | Lauren Bus on LinkedIn
Brought to you by: iris.xyz
Tuesday Dec 01, 2020
Tuesday Dec 01, 2020
In order for financial advisors to accept change, they have to be aware that change is needed.
Today, Matt and guest Bill Hortz, the founder and dean of the Institute for Innovation Development, discuss the high need for advisors to embrace innovation, considering that the financial services industry will see more change in the next three years than we’ve seen in the past 30.
Bill dives into what changes are on the horizon in financial services, how to prioritize areas of innovation in your practice, and how successful industry leaders have implemented innovation into their businesses!
In this episode, you will learn:
- How to adapt to the modern change that’s occurring at a hyper rate
- How the Institute for Innovation Development equips advisors for change
- Which areas of financial services are expected to change rapidly in the next two to three years
- The difference between innovation and technology and what it reallys mean to be innovative
- Ways for advisors to develop an innovative mindset
- The four most needed areas in financial services for deploying an innovative mindset
- And more!
Listen now to learn how to embrace and apply innovation to your financial practice!
Top Advisor Marketing | Bill Hortz on LinkedIn | Email Bill Hortz | Institute for Innovation Development | An Innovation Call To Arms For Financial Advisors by Bill Hortz | What Got You Here Won’t Get You There by Marshall Goldsmith | The Innovator's DNA by Jeff Dyer, Hal Gregersen, and Clayton M. Christensen | Fix by Chris Kneeland, Ryan Gill, and Rob Howard | Little Black Stretchy Pants by Chip Wilson
Brought to you by: iris.xyz
Hashtags for publishing: Innovation, Chang
Tuesday Nov 24, 2020
Tuesday Nov 24, 2020
Pretending to like golf won’t get you clients.
The best way to grow your business is by being authentic and doing things you love with people who love the same things as you!
Today, Matt is joined by Matthew Jarvis, the co-founder of The Perfect RIA and president of Jarvis Financial. This episode is packed with unconventional, but proven, ways to generate referrals from COIs, find ideal prospects in places you’ve never considered, and create a business that allows you to take time off without compromising profitability.
In this episode, you will learn:
- How Matthew has been so successful in delivering massive value to his clients
- Matthew’s secret method to getting referrals from COIs without actually asking for referrals
- Matthew’s methods for getting half of his business through rock climbing, mountain biking, dirt biking, boating, and going to Vegas
- Why Matthew is able to take six months off a year and still maintain high profitability
- Why finding a mentor to guide you on your journey to success is easier than you think
- And more!
Listen now to learn how you can apply Matthew’s tips and tricks to your unique business model!
Resources: Top Advisor Marketing | Matthew Jarvis | The Perfect RIA podcast | Jarvis Financial | The “Sleep On It” Process | Behavioral Investment Counseling by Nick Murray
Brought to you by Iris.xyz
Thursday Nov 19, 2020
Thursday Nov 19, 2020
“I would like to do this but…”
There are many “buts” that financial advisors use as reasons to not pursue a better marketing strategy that would move their business forward.
Today, Matt and Kirk reveal the 15 “buts” that stop too many businesses from reaching their next level of success. They draw from their own experiences as entrepreneurs to help you re-think and break free from your own limitations.
In this episode, you will learn:
- Why saying “no” can create a huge burden for business owners
- How to avoid outsourcing to specialists who don’t see the bigger picture
- Reasons to not allow time or money to hold you back from your next level of success
- Ways to overcome the fear of failure
- Why Kirk encourages you to fix whatever isn’t working with your marketing, even if that means starting over
- Why outsourcing will probably save you money, even if you’re paying a premium for a specialized service
- And more!
Learn how to conquer the “buts” that hinder you from moving your business forward!
Resources: Top Advisor Marketing
Brought to you by: iris.xyz
Tuesday Nov 17, 2020
Tuesday Nov 17, 2020
Do you know how to write social media posts that speak directly to your niche audience? Posts that aren’t vague or sales-y. But instead, undeniably relevant and valuable –– a magnet for your ideal audience.
Jeff Woodhouse, a marketing consultant and the co-owner of Digital Sherpa, joins Matt to share his secrets for writing social media posts that draw in your niche audience and increase engagement. As a prolific writer for Ameriprise Financial, Jeff has no shortage of copywriting hacks that advisors can use right away!
In this episode, you will learn:
- Jeff’s strategies for writing posts that speak directly to an advisor’s ideal prospect
- An easy method for leveraging content from your industry on social media
- How to make your posts more about your audience and less about you
- How to monitor a specific employer on LinkedIn to know what financial advice their employees need and when
- Why Jeff doesn’t recommend putting a call-to-action in every post
- And more!
Tune in now to learn how to make your social media posts speak powerfully to your niche audience!
Resources: Top Advisor Marketing | Jeff Woodhouse on LinkedIn | Jeff Woodhouse’s mobile: (443) 591-9449 | jeff.woodhouse@j2-consulting.com | Canva | Webinar Replay: How to Write Social Media Posts That Get Clicks | Traffic and Funnels | Castor Abbott | Snappy Kraken | Social Media Examiner
Brought to you by: iris.xyz
Tuesday Nov 10, 2020
Tuesday Nov 10, 2020
Getting a prospect to say “yes” during a 100% virtual sales process will be expensive and take more of everyone’s time if you haven’t already built your influence and credibility online.
Today, Matt is joined by Patrick Brewer, the founder of Model FA and a fellow podcast host, to discuss why having influence is a game-changer for sales processes that have gone completely virtual during COVID-19. Patrick also explains why the best way to build your influence is by being extremely clear about who your ideal client is. After all, the riches are in the niches!
In this episode, you will learn:
- Why getting a webinar prospect to say “yes” is expensive if you haven’t built up your online influence
- How and why Patrick has shifted his sales process during COVID-19
- How to use an interview-style podcast to convert clients (and not become an influencer marketer)
- Which types of content will help you build an audience before using conversion-oriented marketing tactics
- And more!
Tune in to hear what it takes to build enough influence to speed up your conversions!
Resources: Top Advisor Marketing | Patrick Brewer on LinkedIn | Model FA | The Model FA podcast
Brought to you by: iris.xyz
Thursday Nov 05, 2020
Thursday Nov 05, 2020
There are ways to conduct yourself professionally on social media –– and there are etiquette blunders to avoid at all costs.
Today, Kirk and Matt discuss “14 Essential Social Media Etiquette Rules for Brands” written by Todd Clarke and published by Hootsuite. They add their own spin for financial advisors and tack on two more rules –– including one you definitely won’t expect to hear in a list about etiquette –– to help you gain a strong social media audience.
In this episode, you will learn:
- Whether it’s ever acceptable for advisors to use auto-replies and bots
- Easy ways to check the tone of your social media posts before you publish them
- How to pick a fight on social media and example-topics for advisors
- How to make the most of the social media algorithms to gain maximum visibility
- And more!
Tune in now to learn the most important social media etiquette rules for advisors!
Top Advisor Marketing |14 Essential Social Media Etiquette Rules for Brands by Todd Clarke | Webinar Replay: How to Write Social Media Posts That Get Clicks
Brought to you by: iris.xyz
Tuesday Nov 03, 2020
Tuesday Nov 03, 2020
Most 401(k) advisors resist the crucial first step to succeeding in their industry: choosing a niche!
In this episode, Matt is joined by Jake Rushton, an expert in the 401(k) world and the founder of 401(k)lub. Jakes gives you step-by-step guidance on how to immerse yourself in your niche’s world so you can help them immediately, gain their trust, and build your credibility.
In this episode, you will learn:
- Examples of how to niche down in the 401(k) world
- The most effective ways to gain more market share within the plans that you want to help
- How referrals can play a major role in your business growth
- Whether you should go beyond plan design to offer educational resources to your prospects
- How to distribute your content and build a community around your plan
- How personal branding can help you create awareness and attract more clients
- And more!
Avoid mistakes that keep 401(k) advisors from growing and becoming known by their audience. Tune in now to get proven marketing tips for the 401(k) space!
Resources: Top Advisor Marketing | 401(k)lub | The 401JA(k)E Show | Jake Rushton on LinkedIn
Brought to you by: iris.xyz
Tuesday Oct 27, 2020
Tuesday Oct 27, 2020
Women have very different retirements than men, starting with how they plan for it.
Today, Matt is joined by Marcia Mantell, the owner of Mantell Retirement Consulting, Inc., a retirement blogger, and author of “What’s the Deal with Retirement for Women?” and “What’s the Deal with Social Security for Women?”
Marcia speaks candidly about reasons to put away your bar graphs and start talking to women in a way that moves them to action. This episode is filled with tips you can use right away to help women plan for the retirement they’re hoping for.
In this episode, you will learn:
- Why there are differences between how women and men plan for retirement
- Ways to make conversations with women visual (without using boring pie charts)
- How to bring what’s most important to women into the planning conversation
- Reasons to add a Social Security expert to your team
- And more!
Tune in now for proven ways to help women plan for retirement!
Resources:
Top Advisor Marketing | Mantell Retirement Consulting, Inc. | Boomer Retirement Briefs | What’s the Deal with Retirement Planning for Women? by Marcia Mantell | What’s the Deal with Social Security for Women? by Marcia Mantell | Episode 264: How to Become an Author Without Writing a Single Thing
Brought to you by: iris.xyz
Tuesday Oct 20, 2020
Tuesday Oct 20, 2020
50% of marriages in the United States end in divorce. With COVID-19 contributing to an abnormal amount of stress in relationships, there will likely be an influx of divorces in the coming future.
In this episode, Matt is joined by Allison Jeffereys, a divorce coach to professionally successful women and the author of “A Woman’s Guide To Surviving Divorce.”
As a coach who has helped numerous women navigate a divorce, Allison reveals how women handle divorce differently than men. She also shares why divorce is especially painful for professionally successful women and what financial advisors can do to help guide women through this major life event.
In this episode, you will learn:
- Why Allison wrote her book and how it can help advisors better communicate with their female clients
- Significant differences in how women vs. men make decisions
- Why divorce often feels like a bigger failure to women with successful careers
- Advice for women who are in the midst of a divorce
- How advisors can help women feel secure as they navigate a divorce
- Why women who are going through a divorce need a community
- And more!
Tune in now for insight into how professionally successful women experience divorce, so you can help them navigate it with confidence.
Resources:
Top Advisor Marketing | Allison Jeffereys’ Website | A Woman’s Guide To Surviving Divorce by Allison Jeffereys | Turning Chaos Into Confidence Handout | Schedule a consultation with Allison Jeffereys
Brought to you by: iris.xyz
Thursday Oct 15, 2020
Thursday Oct 15, 2020
As Michael E. Gerber, author of The E-Myth Revisited, famously said, “If your business depends on you, you don’t own a business — you have a job. And it’s the worst job in the world because you’re working for a lunatic!”
You’re not creating any long-term equity in your business if you need to be involved in every aspect of your business.
In this episode, Matt and Kirk help you break down opportunities to outsource and not be involved in every part of your business. They give you a new lens to look through –– one that’s worked incredibly well for them. It all starts with dividing your business’s growth into three categories: branding, marketing, and business development.
You will learn:
- Top reasons why advisors are resistant to taking their marketing to the next level
- The argument for investing in marketing that isn’t measurable
- How much of your budget should be spent on marketing
- Why it’s becoming more common for advisors to outsource their marketing
- Reasons to start content marketing now
- And more!
Tune in to learn how to build a sustainable practice by being less involved!
Resources: Top Advisor Marketing | Episode 260: Is Your Digital Marketing Working to Convert Prospects? –– With John Lincoln | Episode 233: Beware of “10X” and “We Fill Your Pipeline” Claims | The E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About It by Michael E. Gerber
Brought to you by: iris.xyz