Ep 123 - Power of the Purse with Lynn Evans

November 15, 2018
00:0000:00

Have you ever thought you had such a great ideasomeone might just pay you to read it? Often times advisors reach a point in their development where they're told to put pen to paper and draft the next best financial read. But how many of us consider what a great opportunity a book can be for marketing?

Joining Matt today is fellow podcaster, author, CFP®, and speaker Lynn S. Evans to discuss how she developed, marketed, and wrote her book, Power of the Purse. 

Lynn is a national leader in the financial planning industry. Lynn has a profound understanding of the deep relationships that revolve around women and money. Through the work of her book, podcast, radio show, and financial network, Lynn has made it her personal mission to help baby boomer women become financially literate and take back control of their finances.  

Learn more about Lynn, her book, and marketing in this great episode today!

LINKS: Power of the Purse Podcast | Women of Substance | Lynn S Evans LinkedIn | Power of the Purse Book

Ep 122 - The Money Personalities with Scott and Bethany Palmer

November 13, 2018
00:0000:00

As a financial advisor - how do you differentiate yourself? Realistically, pricing and services are pretty constant across the board now, so what's left to make you stand out? The answer is your client relationships. 

Joining Matt today is the incredible power couple Scott and Bethany Palmer of The Money Couple to discuss one of the biggest buzzwords in financial services, behavioral finance. In today's episode, learn how you can use this tool to successfully differentiate yourself from your competition. 

With Bethany and Scott's game-changing discovery of the Money Personalities Test, you can revolutionize how your clients think of their relationships with money. With a deeper understanding of your clients' intricacies with money, you can develop more custom plans to suit their needs. Prepare for 2019 to offer the best and most custom service yet! 

LINKS: The Money Personalities Test | Scott Palmer LinkedIn | Bethany Palmer LinkedIn | The Money Couple

Ep 121 - How to Merge Your Firms with Jen Goldman

November 9, 2018
00:0000:00

Matt is joined by returning guest Jen Goldman, of Jennifer Goldman Consultants to discuss a big topic, with little content - how to merge a CPA firm with a wealth management firm. 

As a business transformation consultant Jen has experienced first hand the growing pains that come from merging these two businesses. When her journey began, she sought all the material and advice should could online, and surprisingly, came up pretty empty handed. With over 50% of CPA firms now offering some form of wealth management, it's hard to envision that this practice has been so over looked. 

But fear not. Given Jen and Matt's shared experience on the topic, the two of them dive into some of the key things you need to know about making your business merger a major success. 

LINKS: Jen Goldman LI | Jennifer Goldman Consulting

 

Ep 120 - Getting Stuff Done with Dave Crenshaw

November 7, 2018
00:0000:00

Best selling author, speaker, business coach Dave Crenshaw joins Matt Halloran today to discuss what he knows best - accountability and time management. Dave is a particular expert in his field as his personal background isn't that he's a classic type A person. On the contrary, Dave has been diagnosed with ADHD, making him inherently disorganized. 

Unlike many others we often hear from explaining to us how to stay focused, Dave has overcome his natural instinct for chaos and can now behave as though he has inherently organized, a skill set he has now taught hundreds to thousands of people. Having designed a system that was built for the most disorganized person in the world, Dave understands how to take anyone, regardless of their starting point, to a level of successful organization. 

 

Together with Matt, Dave is going to explore how you can become the master of your own time by understanding a few of the simple lies we often tell ourselves that keep us from optimal efficiency. If you're ready to take 2019 by storm, listen in today and find out how to become master of your own time and success. 

Links: Dave Crenshaw Linked | DaveCrenshaw.com

Ep 119 - Reaching your Ideal Client with Susan Danzig

November 1, 2018
00:0000:00

Today on Top Advisor Marketing Podcast, host Matt Halloran interviews business development expert Susan Danzig! For over 25 years, Susan has worked as a business coach helping her clients understand, appreciate and clarify their true value, define their specialization, and create effective marketing strategies.

As a Master in Neuro-linguistic Programming Coach, Susan has dedicated herself to freeing her clients from the human condition that causes us to limit our beliefs in our success. After working with hundreds of advisors, Susan recognized that regardless of their level of success, it was her own clients who stood in the way of achieving success. Using her extensive resume and her education, Susan is changing the way advisors attract and retain their ideal clients. 

If you're looking to set a new tone for 2019, or simply in need of a 4th quarter boost, be sure to listen in today! And check Susan's websites for some incredible free resources! 

Links: Susan Danzig LLCSusan Danzig LinkedIn

Ep 118 - Top 10 Interview Tips with Matt Halloran

October 30, 2018
00:0000:00

Switching up sides of the mic today, Kirk sits down to interview our regular host Matt Halloran! Together, the two are diving into the top 10 interviewing tips. If you're a podcaster wanting to up your game, or perhaps someone who frequently makes appearances on other people's podcast, Matt has the ten things you need to be doing to create engaging dialogue and quality content. Be sure to listen in with Matt and Kirk today! 

Episode 117 - Video Marketing with Robin Powell

October 25, 2018
00:0000:00

As an advisor, what is the best way to communicate with your clients? Many of us read or create blogs for our clients, or perhaps have even broken into the world of audio podcasting. But have you ever created a video for your clients? Or are you deterred by what you feel is a cumbersome and expensive medium?

Today, Top Advisor Marketing is travelling across the Atlantic to speak with Robin Powell, journalist and financial educator, on the topic of video marketing with advisors.  Robin specializes in creating quality video products for advisors, and his here to share in his expertise and maybe convince some of our listeners that video has a place in their marketing plan.

Learn how you can create your own video marketing to build rapport, drive website traffic, and create lasting and memorable content. 

LINKS: Robin Powell

Episode 116 - Persuasive Communication with Jeff Tippet

October 23, 2018
00:0000:00

Client acquisition is one of the most expensive parts of running a business. From the marketing to the sales calls to the seminar events, everything has a cost. So are there ways to make all of those steps more effective? 

Professional Speaker, author, and entrepreneur Jeff Tippet joins host Matt Halloran today to discuss how you can use persuasive communication to build the business you want. 

Persuasive communication often gets a bad rap for being aligned with manipulation. However, the two couldn't be further from the same thing. Persuasive communication techniques call someone to something using effective reason and argument. We all believe in the products we are selling, and persuasive communication can help you effectively articulate this. 

If you're interested in fixing your communication skills and developing stronger and longer lasting client relationships, listen in with Jeff and Matt today!

 

LINKS: Pixels are the New Ink | Jeff Tippet LinkedIn

Episode 115 - Successfully Using an Exclusive Niche with Michael Graef

October 18, 2018
00:0000:00

Joining Matt Halloran today is CFP and Vice President of Christian Wealth Management, Michael Graef. Michael is one of the founding members of Christian Wealth Management and works closely with another one of our podcast guests Robert Netzly. 

Together they have built a successful business, process, and organization structured around BRI (Biblically Responsible Investing). This business model could be described as a limiting niche, however, like all niches, if used correctly, it can make a world of difference in your marketing strategy and bottom line. 

To learn more about how you can better use an exclusive niche to launch your business, listen in today! 

 

LINKS: Michael Graef LinkedInInspire InvestingChristian Wealth Management 

Episode 114 - Are you brand worthy?

October 16, 2018
00:0000:00

Your brand is the first thing a client encounters when it comes to discovering you. Whether it's through your website, a business card from a friend, or the logo on the front door to your office. It's the sign off on an email, it's the greeting on the phone, you need to live breath and be your brand. So how can you tell if it's good enough?

Our very own Branding Expert Kirk Lowe joins Matt today as they discuss if you're brand worthy. Answering some tough questions, with even tougher answers, Matt and Kirk cover several of the areas you need to consider when deciding if you and your brand are up to snuff. 

If you're looking for more information on branding, be sure to check out our branding resources at Advisor U today!

Episode 113 - Keys to the Ladies Room with Adri Miller-Heckman

October 11, 2018
00:0000:00

Adri Miller-Heckman joins host Matt today to dive into her game changing book, Keys to the Ladies Room. As you might have guessed, Adri wrote the book on what advisors need to know to effectively market and attract female clients.

In addition to her work as an author, Adri is the founder of FemX, and she regularly consults and coaches financial advisors on how to build powerful female focused marketing plan. With Adri's help, advisors can affectively market to both genders, creating exponentional growth for years to come. 

Join Matt and Adri today to learn what you can be doing to create a quality and sustainable marketing strategy. 

LINKS: Adri Miller Heckman | Keys to the Ladies Room | AdriMillerHeckman.com

Episode 112 - From Frustrated to Focused with Debbie Peterson

October 9, 2018
00:0000:00

Joining Matt today is professional speaker, keynote speaker, mindset strategiest and a business coach Debbier Peterson. Debbie is an expert in helping people get out of their own way to excellerate their results. 

When it comes to our own success, we all need to get out of our own way, as we are often the number one thing inhibiting and prohibiting our own success. Debbie and Matt walk through one of her programs, From Frustrated to Focused - Mindset Strategies for Business Growth to help decipher some of the best ways you can step out of the way and let success happen. 

Debbie professionally motivates, educates, and inspires professionals to discover what is holding them back. If you're ready to tap into your own success, be sure to listen in today!

Links: Debbie Peterson

Episode 111 - Reaching the Right Audience with Sara Grillo

October 4, 2018
00:0000:00

Marketing Consultant, Blogger, Podcaster and Writer Sara Grillo joins Matt on the latest episode of Top Advisor Marketing. Together Matt and Sara discuss how to colloborate as an advisor to reach the right audience. As a top marketing consultant, Sara understands what it takes for advisors to get in front of their ideal audience. 

Sara's personal motto of "Do it creatively or don't do it at all" is a key element of making those marketing moves to see the end results you want. With her CFA, key not speaker experience, and writing crediential, Sara is a leader her in field. 

Be sure to listen in today with her and Matt and check out her podcast at Sara Grillo Podcast!

LINKS: Sara Grillo Website | Sara Grillo LinkedIn

Episode 110 - Biblically Responsible Investing with Robert Netzly

October 2, 2018
00:0000:00

Matt is joined today by Robert Netzly, the globally recognized authority in the Biblically Responsible Investing (BRI) movement and leading innovator in the BRI industry. Robert began his journey into the BRI world after feeling a calling to step out from his previous employer and create a financial service that reflected his values. 

Robert is the founder of the Inspire Investing group of companies, where he maintains the role of CEO. Robert has tranformed his own business along with many others by creating the opportunity for advisors to develop a strong niche market. BRI offers these advisors a way to continue to invest and work in finance while supporting their personal views and beliefs. As one of the founders of the BRI movement, Robert is a great source of information on how you can transform your practice and your finances by establishing a strong brand that you believe in and support. 

LINKS: Inspire Investing | Christian Wealth Management | Robert Netzly LinkedIn

Episode 109 - Retiring Early with Eric Gaddy

September 27, 2018
00:0000:00

Throughout the podcast, host Matt Halloran has been forunate to sit down with a variety of authors speaking to various niches in the financial market. However, one thing everyone is discussing is the ever sought after comfortable retirement. Today's guest, is an early retirement expert. What makes him so proflic when it comes to retiring? He's 48, and retired. 

Joining Matt today is Eric Gaddy, recent retiree, and newly published author of Retire Early -What are you waiting for? Eric spent 24 years as a financial professional before retiring last year and taking on this new adventure of being a thought leader. Matt and Eric sit down to talk shop about his upcoming book, along with his book marketing tactics (some of which will make your jaw drop). 

If you're looking to challenge the retirement norm, for yourself or your clients, be sure to listen in today and pick up a copy of Eric's new book, now available on Amazon!

LINKS: Eric Gaddy LinkedIn | Retire Early - What are you waiting for? | Retire Early 365

Episode 108 - The Influencer Navigator Plan with Jay Palter

September 25, 2018
00:0000:00

Today Matt is joined by Jay Palter, the Cheif Engagement Officer at jaypalter.com. Jay has been in the tech industry for over 30 years, and is providing something fundamentally unique and different when it comes to social media and influencers. 

Jay has developed his own Influencer Navigator Plan as a tool to help you build a social media presence that that is both credible and visible to social media influencers in your field. It even goes so far as to advise you on WHAT to share, WHEN to share it, and WHO with. 

If you're looking to create some sustainable and impactful social media, be sure to tune in today! 

Links: JAYPALTER.CA | Jay Palter LinkedIn

Episode 107 - Growth Marketing with Alan Moore

September 20, 2018
00:0000:00

Often when entrepreneurs set out to start a new business, marketing can fall to the way side. Business structure, sales, products seem to all take precenident.But if you want to build a successful business you have to have a rockstar marketing plan. Joining Matt today is the co-founder of XY planning and CEO of Advisor Pay Alan Moore.

Many of you will have heard Alan's name before, as he is consistently blogging, podcasting, and being highlighted as a thought leader within financial services. Alan is the co-founder of XY Planning Network and the CEO of Advice Pay. He joins Matt today to explore some of the ways that have lead to his exponential growth and made him one of the fastest growing companies in the United States. 

Links: Alan Moore LinkedIn | XY Planning Network | AdvicePay

Episode 106 - A Woman’s Way with Michelle Donovan & Patty Kreamer

September 18, 2018
00:0000:00

Today Matt shares the mic with co-authors Michelle R. Donovan and Patty Kreamer to discuss their latest book, A Woman's Way: Empowering Female Financial Advisors to Authentically Flourish and Lead in a Man's World. Michelle and Patty write to this topic, speak to this topic, and coach on this topic. 

Together, the three will walk through some of the strategies and tactics women can use to capitalize on their natural strengths as women and build thriving practices based on leadership, confidence, relationships, and authenticity. 

Be sure to listen in today!

Links: A Woman's Way Book | Michelle R. Donovan LinkedIn | Patty Kreamer LinkedIn

Episode 105 - Creating an Extraordinary Client Experience with Julie Littlechild

September 13, 2018
00:0000:00

If you sent a survey out to your clients, what would they have to say about their experience with you? Would they rave about your business model, or comment on how regularly they bring you up to their family and friends? Or would they note that you're office seemed cold, or they felt like you were working towards different goals than they were?

In the financial world, we know that referrals are your bread and butter. Which means that client experience is pivotal because the people in your office today are making sure there are people there tomorrow. Joining Matt today is Julie Littlechild, speaker, writer, and founder of Absolute Engagement. 

As an expert on client experience, Julia and Matt discuss what it takes to make your client experience extrodinary. With an 11 step program, Julia has made it simple for advisors, or anyone who has a referral based business, to create happy and lasting client relationships. 

LINKS: Julie Littlechild LinkedIn | Client Engagement

Episode 104 - The Power of Momentum Marketing

September 11, 2018
00:0000:00

Is your marketing effective? Does it consistently build together to produce a stronger brand, stronger sales, stronger network or stronger client base? Do you feel your marketing processes are building something that is intriguing, consistent, and timely? If you've answered no to any of these questions, then today's episode will 

Matt is joined by his partner and branding expert Kirk Lowe on today's episode to dive into momentum marketing. A term branded by Kirk, it is derived of three big questions. 1. Is your marketing constantly moving forward? 2. Does your marketing build on itself time and time again? 3. Does your marketing retain marketing value. As Kirk and Matt move through these three questions, discover valueable tactics to creating a marketing plan that builds with you, and for you. 

Links: Kirk Lowe LinkedIn