Top Advisor Marketing
Episode 166 - The Happiness Factor with Christy Aleckson

Episode 166 - The Happiness Factor with Christy Aleckson

May 21, 2019

Today Matt welcomes highly sought after speaker and award winning financial processional Christy Aleckson to the show.

Christy is the CEO and Founder of Single Point Financial Advisors where she actively works as a financial advisor with individuals, families, and micro/small business owners. She is also a Behavioral Financial Advisor™, an asset to helping her clients identify values and match them to their planning.

Christy has built a truly unique and different client experience through use of happiness (one of her company's core values), humor, and by creating a judgement free zone for her clients. 

Matt and Christy explore these unique aspects of her business, which have helped her and the company to grow into a thriving financial space. 

If you're interested in creating your own unique client experience, don't delay on listening! 

 

Links: Christy Aleckson LinkedIn | Single Point Financial Advisors

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 164 - Your Personal Financial Snapshot With Kyle Christensen

Episode 164 - Your Personal Financial Snapshot With Kyle Christensen

May 14, 2019

Your host, Matt Halloran, welcomes Kyle Christensen to today’s show to discuss his company and software: Personal Financial Snapshot.

Our focus at Top Advisor Marketing Podcast is to provide our listeners with tools to help them build a truly unique service that will separate them from the advisor down the street. Personal Financial Snapshot does just that.

Personal Financial Snapshot is designed with the clients’ needs in mind first and uses five core principles:

  1. Save at least 15% or more
  2. Maximum protection
  3. Full replacement of assets upon death
  4. Six months to one year of asset storage
  5. Velocity of money

The five principles of Personal Financial Snapshot take financial planning to another level by leaving behind needs-based analysis and project-based analysis.

If you’re looking to give your clients the opportunity to make education-based decisions or are ready to add a higher level of planning to your practice, this is an episode you don’t want to miss!

Links: Kyle Christensen LinkedIn | Personal Financial Snapshot | Five Principles of Personal Finance

Episode 163 - The Power of Recruiting with Tim Martin

Episode 163 - The Power of Recruiting with Tim Martin

May 9, 2019

Your host Matt shares the mic today with another incredible podcaster, Tim Martin. Today, the two experts are diving into how you can use recruiting as a retention, marketing, and legacy tool.

Tim has spent the past 22 years in Voluntary Benefits sales world. He has recruited, hired, and on-boarded over 2,000 commission-only sales agents, making him an expert in the world of recruitment! When he's not building up his business, Tim is the host of Success is Voluntary, a show focused on mastering the sale of volunteer benefits. 

If you're ready to further develop your business or are in need of the push to begin your own recruiting program, be sure to listen in today! 

Links: Tim Martin LinkedIn | Success is Voluntary | The Sales Boss |

Episode 162 - 7 Podcast Tactics to Grow Your Business

Episode 162 - 7 Podcast Tactics to Grow Your Business

May 7, 2019

Today Matt and Kirk are back on the mic and switching it up! Kirk is taking over today's episode, and interviewing your regular host, Matt, on the 7 podcast tactics to grow your business. 

At Top Advisor Marketing, podcasting has been pivotal to the success of our business. Within less than 24 months, we've grown from a book balance of zero to our latest evaluation of over a million dollars. As our central hub to business development and growth, Matt and Kirk understand the value of podcasting. 

As a time-effective and financially efficient solution, podcasting is a great way to get your thought leadership out and heard. 

So if you're curious as to what it takes to create a great podcast and what it can do for your business, be sure to tune in to these 7 tactics today! 

Links: Your Complete Guide to Starting a Podcast | Join the Micro Influencer Revolution

Episode 161- The Top 10 Arguments Against Niche Marketing - And Why They’re All Wrong!

Episode 161- The Top 10 Arguments Against Niche Marketing - And Why They’re All Wrong!

May 2, 2019

Matt and Kirk are back on the mics today to discuss an important topic when it comes to building your brand and your business — why advisors avoid using niche marketing and the problems it can cause. 

With years of experience in branding and finance, Matt and Kirk have repeatedly faced advisors who are unwilling to explore the potential that niche marketing has for their business. They've compiled their list of the 10 most common excuses to niche marketing, and they're here to bust them all wide open!

So if you've been hesitant to niche your financial advisory business or you're looking to narrow your business model further, be sure to tune in today! 

Episode 160 - The Decommodification of Your Services with Kirk Lowe

Episode 160 - The Decommodification of Your Services with Kirk Lowe

April 30, 2019

Today Matt shares the mic with Top Advisor Marketing's Brand Guy, Kirk Lowe, to discuss one of the most important factors to separating yourself from your competition — decommodification.

With any service, you're forever fighting the fact that there is always someone cheaper. Price tags commodify who we are and what we do in a way that can make our businesses and brilliance feel small. And it's easy as a business provider to blame your investors or clients for failing to understand just how impactful your services can be. Making them more than just a price tag. 

Kirk and Matt dive into how you can break down your services and prove your worth to incoming clients, AKA decommodifying your offering so that your ideal client understands who you are, what you do, and what makes you truly unique. 

If you're ready to show your ideal client the true worth of your services, be sure to tune in today! 

Links: There is Always Someone Cheaper

 

Episode 159 - The College Money Academy with Kelly O’Connor

Episode 159 - The College Money Academy with Kelly O’Connor

April 25, 2019

Today Matt welcomes life long insurance specialist Kelly O'Connor to the show to discuss one of Kelly's incredible creations  - The College Money Academy.

The College Money Academy was designed to help parents reduce the cost of college. As one of life's major expenses, you as advisor know what your clients go through in order to ensure their children have the best opportunities for the future. And with Kelly's resources, this get's a whole lot easier. You can help your clients save up to 86% off the sticker price of attending college! 

So if you're looking for a way to differentiate yourself from the advisor down the street and help your clients save a LOT of money on those college tuition bills, Kelly has the solution for you. 

Tune in today to learn more!  

The College Money Academy: A one stop shop for the best education you can get when it comes to reducing the bottom line on your college tuition bills. Whether you're looking at your own family, or ready to get educated to help your clients, The College Money Academy has all the resources you need for one low cost!

Links: Kelly O'Connor LinkedIn | Kelly D O'Connor | The Three Secrets of Reducing College Fees

Episode 158 - Creating Compelling Business with Amit Dogra

Episode 158 - Creating Compelling Business with Amit Dogra

April 23, 2019

Matt welcomes Amit Dogra, CEO of Third Seven Advisors to today's episode. Some of you may recognize Amit from his appearance on Permission to Succeed Podcast. where he shared his knowledge on what it means to succeed as a CEO. 

For today's episode, Matt and Amit are taking this conversation deeper into the world of running a business. The two explore what makes Third Seven Advisors truly unique and different, with an emphasis on how they are able to attract their ideal clients. 

Three major areas of focus for Third Seven Advisors are:

  • We believe human interaction is the best way to invest in order to achieve your life and wealth management goals
  • We believe in putting investments back in investing
  • We believe in value creation

Amit is an executive with over 20 years of experience in helping investment advisors, Family Offices and wirehouse firms grow through business leadership, practice management, investment management, sales and relationship management.

 

 

Links: Amit Dogra LinkedIn | Third Seven Advisors

Episode 157 - Provoking Brilliance with Machen MacDonald

Episode 157 - Provoking Brilliance with Machen MacDonald

April 18, 2019

Your host Matt Halloran welcomes longtime friend of Top Advisor Marketing Machen MacDonald to today's podcast. Machen is the founder of Pro Brilliance Leadership Institute and is renowned in the financial sector as one of the best leadership coaches around. 

The basic definition of leadership is bringing out the best in ourselves and others. As a business owner, are you able to help others to perform at their full potential? Would you define yourself as a successful leader? Or do you even have qualifiers for being a successful leader?

Today's podcast will help you discover what true leadership in business means, what areas you might be lacking in as a leader, and the next steps to becoming a better leader. 

If you're looking to improve the quality of your offerings and your office culture, listen in today to learn how you can provoke the brilliance around you! 

Exclusive Offer: If you love what you're hearing from Machen, you can sign up today for a FREE 45-minute Strategic Breakthrough & Clarity Session. This 45-minute session will help you get the clarity, confidence, and focus you want for yourself. Are you ready to take charge of your business? Schedule your 45-minute session today!

Links: Machen MacDonald LinkedIn | Pro Brilliance Leadership Institute | MindScan Assessment

Episode 156 - Education Planning with Priscilla ONeill

Episode 156 - Education Planning with Priscilla ONeill

April 16, 2019

Today your host Matt Halloran is pleased to welcome education planning expert Priscilla ONeill to today's episode to discuss what you can be doing as an advisor to assist your clients with education planning.

Priscilla is the president of Summit Scholar and a Certified Educational Planner. At Summit Scholar, Priscilla has designed software and a four phase college strategy process for highschool aged students so that they can have a thorough understanding of their financial AND educational situation in order to make the best choices for their futures. 

If you're looking to give your clients and their children a true analysis of all the aspects of college, acceptance, and funding this episode is for you! Tune in today and be sure to connect with Priscilla for more information!

LINKS: Priscilla ONeill LinkedIn | Summit Scholars

Episode 155 - Defining Global Leadership with Jodi Morris

Episode 155 - Defining Global Leadership with Jodi Morris

April 11, 2019

On today's episode of Top Advisor Marketing, we're stepping away from the US economy to look at the big picture of global connection and wealth. Your host Matt welcomes Jodi Morris, founder of Connecting Growth Globally, to discuss what it takes to develop global leadership and how it's possible to connect your global growth.  

Jodi's mission in her work is to help motivated, curious, globally-minded individuals and teams define and harness their values, strengths and story to better maximize their life impact. Her two main avenues to achieve this is Success Coach and Global Leadership Trips. In an industry where people often feel they're unable to be themselves, Jodi's work enables financial service professionals to add the WHY to their business model and professional lives. 

If you're interested in learning more about global leadership, or how your business model could benefit from a bit more WHY be sure to listen in today! 

Links: Jodi Morris LinkedIn | Connecting Growth Globally

Episode 154 - The Art & Science of Marketing with Andrew Healy

Episode 154 - The Art & Science of Marketing with Andrew Healy

April 9, 2019

At Top Advisor Marketing we don't look at anyone as "the competition". Which is why it's always a pleasure to host someone else in the financial marketing industry to share their expertise and insights. 

Joining Matt today is Andrew Healy, co-founder and partner at the financial marketing agency Water & Wall. Andrew co-founded Water & Wall with the expressed purpose of applying his love for capturing clients’ stories and sharing it with the exact right audience to help their businesses grow. He takes a measured, disciplined approach to the communications process that has resulted in some of the longest-tenured client relationships in the business, and he’s a driving force behind the agency’s expansion into digital and next-gen marketing techniques. 

Matt and Andrew discuss what holds advisor's back from marketing, key components to building an authentic brand, what crisis management can look like in finance and so much more! Be sure to tune in today to discover how to create your own complete marketing solution! 

Links: Andrew Healy LinkedIn | Water & Wall Group

Episode 153 - Direct Response Marketing with Seth Greene

Episode 153 - Direct Response Marketing with Seth Greene

April 4, 2019

Today your host Matt is joined by the one and only Seth Greene to discuss his expertise in direct response marketing. 

Seth is the nation’s foremost authority on growing your business with a podcast along with being the co-host of the Sharkpreneur podcast with Shark Tank’s Kevin Harrington that was just named “One of the Top 10 Podcasts to Listen to in 2019” by Nasdaq. He is also a 7-time best selling author and has been interviewed everywhere from Forces to CBS Moneywatch. 

Matt and Seth are diving into what direct response marketing is and how you as an advisor can utilize this tool to create momentum marketing and fill your client list. 

If you're ready to experience two podcasting and financial marketing experts, be sure to listen in today! 

 

Links: Seth Greene LinkedIn | Sharkpreneur Podcast  | Market Domination

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

 

 

Episode 151 - Equal Pay Negotiations with Katie Donovan

Episode 151 - Equal Pay Negotiations with Katie Donovan

March 29, 2019

To finish of Women's History Month, your host Matt Halloran welcomes pay equity expert Katie Donovan to discuss what you can be doing to decrease the wage gap in your business. 

Katie is the first pay expert to be featured on Top Advisor Marketing Podcast. She began the movement in Massachusetts to ban use of salary history in hiring and compensation decisions which has had a dramatic impact on lessening the pay gap. She is now a consultant and owner of Equal Pay Negotiations (EPN). Her work their strives to achieve equal pay for all groups who are systemically underpaid including women, people of color, members of the LGBTQ community, and people with disabilities, through pragmatic solutions similar to ending the use of salary history.

Discover ways you can change your hiring process, optimize your current payroll employee and learn what finance as a whole can be doing to decrease the wage gap. Listen in today!

Links: Katie Donovan LinkedIn | Equal Pay Negotiations 

Episode 150 - Part 3 of The Compounding Impact of Marketing to Women with Podcasts: How to Maximize Your ROI Featuring Adri Miller-Heckman

Episode 150 - Part 3 of The Compounding Impact of Marketing to Women with Podcasts: How to Maximize Your ROI Featuring Adri Miller-Heckman

March 26, 2019

Your host Matt welcomes returning guest Adri Miller-Heckman for the final installment of their  three-part mini-series titled: The Compounding Impact of Marketing to Women With Podcasts: How to Maximize Your ROI. 

For their final segment together, Matt and Adri discuss how you go about bringing products and services to market. With all things in business, you need to be willing to take a risk with your marketing. Not every strategy or idea is going to work 100%.  From today's episode, you're going to walk away with the answer to three key questions:

1. What are the benefits? (And get ready because it's not what you think!)

2. Where do I start and what steps will I need to take?

3. How do I make my marketing a defining moment?

With some help from Matt and Adri, your marketing is bout to get easier. Learn how to plan strong marketing strategies, put yourself out there, and understand the multidimensional benefits of your marketing.

 

Adri is a globally recognized speaker, author, and consultant in the financial industry. She is the founder of femXadvisor™, a professional training and coaching business designed to help advisors generate exponential growth with the femXadvisor™ process to create a female-friendly, results-oriented financial practice. 

Top Advisor Listener Special!

FREE 30-Day Trial! 

Whether you are actively pursuing the female market or simply want to develop a stronger relationship with your existing female clients, our Engaging Email Marketing Membership program will make the process easier and more effective. As a member, you receive female-friendly engaging nurture emails that are easy to implement; tools to engage women, making your efforts more effective; and ideas, strategies, and live coaching to make marketing to women FUN! Try our 30-Day Free Trial! Learn more at http://adrimillerheckman.com/tools/topadvisor/ 

Episode 149 - Part 2 of The Compounding Impact of Marketing to Women with Podcasts: How to Maximize Your ROI Featuring Adri Miller-Heckman

Episode 149 - Part 2 of The Compounding Impact of Marketing to Women with Podcasts: How to Maximize Your ROI Featuring Adri Miller-Heckman

March 21, 2019

Your host Matt welcomes returning guest Adri Miller-Heckman to part two of their three-part mini-series titled: The Compounding Impact of Marketing to Women With Podcasts: How to Maximize Your ROI. 

On today's episode, Adri discusses the most common questions and concerns she hears from women about podcasting. With Adri hosting the interview, listen in and learn from your host Matt how you can overcome some of the apprehensions about podcasting and sharing your story. In addition, you'll discover the value of podcasting for women in the financial sector and the impact it can have on maximizing your ROI.

 

Adri is a globally recognized speaker, author, and consultant in the financial industry. She is the founder of femXadvisor™, a professional training and coaching business designed to help advisors generate exponential growth with the femXadvisor™ process to create a female-friendly, results-oriented financial practice. 

Top Advisor Listener Special!

FREE 30-Day Trial! 

Whether you are actively pursuing the female market or simply want to develop a stronger relationship with your existing female clients, our Engaging Email Marketing Membership program will make the process easier and more effective. As a member, you receive female-friendly engaging nurture emails that are easy to implement; tools to engage women, making your efforts more effective; and ideas, strategies, and live coaching to make marketing to women FUN! Try our 30-Day Free Trial! Learn more at http://adrimillerheckman.com/tools/topadvisor/ 

Episode 148 - The Compounding Impact of Marketing to Women with Podcasts: How to Maximize Your ROI Featuring Adri Miller-Heckman

Episode 148 - The Compounding Impact of Marketing to Women with Podcasts: How to Maximize Your ROI Featuring Adri Miller-Heckman

March 19, 2019

Your host Matt welcomes returning guest Adri Miller-Heckman to part one of their three-part mini-series titled: The Compounding Impact of Marketing to Women With Podcasts: How to Maximize Your ROI. 

Adri is a globally recognized speaker, author, and consultant in the financial industry. She is the founder of femXadvisor™, a professional training and coaching business designed to help advisors generate exponential growth with the femXadvisor™ process to create a female-friendly, results-oriented financial practice. 

On today's episode, Matt and Adri discuss the importance of branding when its come to marketing to women. Listen in to discover some of the critical elements of honing your message to create a real and authentic experience that appeals not only to your women clientele but men as well. 

Top Advisor Listener Special!

FREE 30-Day Trial! 

Whether you are actively pursuing the female market or simply want to develop a stronger relationship with your existing female clients, our Engaging Email Marketing Membership program will make the process easier and more effective. As a member, you receive female-friendly engaging nurture emails that are easy to implement; tools to engage women, making your efforts more effective; and ideas, strategies, and live coaching to make marketing to women FUN! Try our 30-Day Free Trial! Learn more at http://adrimillerheckman.com/tools/topadvisor/ 

Episode 147 - Tips to Creating Your Marketing Calendar with Kaley Lewis

Episode 147 - Tips to Creating Your Marketing Calendar with Kaley Lewis

March 15, 2019

Your host Matt Halloran is welcoming back a returning guest and one of Top Advisor Marketing's very own Kaley Lewis to discuss how you can create timely and engaging marketing calendars. 

The two social media veterans discuss the value in adding timely and sometimes humorous posts to your regular social media calendar, how you can use an annual structure to create content for your podcast or blog, and some of their favourite "days" to celebrate. 

Let Matt and Kaley help you build your marketing calendars by listening in today! 

Links: Kaley Lewis LinkedIn | Tips For Creating Engaging and Timely Marketing Calendars