Top Advisor Marketing
Episode 197 - Magnetic Marketing and Operational Mastery  — With Brittany Anderson

Episode 197 - Magnetic Marketing and Operational Mastery — With Brittany Anderson

September 17, 2019

Things come full circle today as Matt Halloran chats with Brittany Anderson of Sweet Financial Services, a firm he once coached.

Brittany is COO and co-founder of the Ultimate Advisor Coaching Program and Dare to Dream Enterprises as well as a speaker and co-author of two books, “Dare to Dream: Design the Retirement You Can’t Wait to Wake Up To” and “Imagine. Act. Inspire: A Daily Journal.”

In this episode, you will learn:

  • Why mindset matters
  • What a reticular activating system is
  • How to make it less about you and more about the client
  • Why systems equal freedom
  • The difference between efficient and effective
  • And more!

Tune in to learn how a reticular activating system can set you up for success!

Resources:  Top Advisor Marketing | Brittany Anderson | Ultimate Advisor Coaching | Ultimate Advisor Podcast | Dare to Dream Enterprises

Brought to you by: Iris.xyz 

Episode 196 - 4 Steps to the Perfect Marketing Strategy

Episode 196 - 4 Steps to the Perfect Marketing Strategy

September 10, 2019

Efficient marketing strategies are an advisor’s best friend because they take little time and effort. They allow advisors to focus on what they are really good at, which is helping their clients achieve better financial outcomes.

With that said, what’s the best way to make your marketing strategies super efficient? What outcomes could you get by combining traditional and digital strategies? Join expert financial marketers and communicators, Matt Halloran and Kirk Lowe as they share which steps to follow to get the marketing results you need. 

In this episode, you’ll learn:

  • What a perfect marketing strategy looks like
  • How to make a real impact with your marketing
  • How to increase your chances of reaching your ideal audiences
  • Whether marketing to a specific niche limits your opportunities
  • And more!

Tune in now and learn tips to make your marketing super efficient. 

Resources: Top Advisor Marketing | Breaking Money Silence® Podcast| 99 Best Marketing Ideas | Episode 180: How to Get Referrals Without Asking — Referrals Mini-Series Part 1

Brought to you by: Iris.xyz

Episode 195 - Breaking Through Call Reluctance — With Connie Kadansky

Episode 195 - Breaking Through Call Reluctance — With Connie Kadansky

September 3, 2019

On today’s Top Advisor Marketing Podcast, Matt places a special focus on sales with Sales Call Reluctance Coach, Connie Kadansky.

Connie Kadansky is a noted authority on call reluctance and sales productivity. She is a Master Certified Coach, certified in conversational intelligence and a professional speaker who specializes in identifying the blocks that keep financial advisors from proactively prospecting.

In this episode, you will learn:

  • The biggest reason salespeople hesitate to get in front of prospects
  • About breaking through performance barriers
  • Why you should think of your telephone as your ATM
  • How to recognize if you have sales call reluctance
  • Why it’s helpful to believe that it isn’t about you 
  • And more!

Tune in now and learn how to leave sales call reluctance in the dust!

Resources: Top Advisor Marketing | Connie Kadansky | Exceptional Sales Performance 

| Contact Connie | Cell: 602-380-5431 

Brought to you by: Iris.xyz 

Episode 194 -  How to Power up Your Marketing Today— With Mark Mersman

Episode 194 - How to Power up Your Marketing Today— With Mark Mersman

August 27, 2019

In today’s episode, Matt Halloran is coming to you live from Grand Rapids, Michigan, at USA Financial®!  

Matt is joined by Mark Mersman, CMO of USA Financial®, to discuss the best marketing ideas of the past, present, and future. Together they explore how you can better understand marketing and your advisory business as a whole. 

In this episode, you’ll learn:

  • Why Mark is a firm believer in split-testing and ideas for where to apply it
  • How a message-to-market match approach can fill your seminar room 
  • How USA Financial® serves you, the advisor
  • About the need for advisors to adapt to changing technology, demographics, and lifestyles
  • The level of research that goes into marketing to ideal prospects
  • And more!

Tune in now to learn about Mark, USA Financial®, and the power of marketing!

Resources: Top Advisor Marketing | USA Financial® | 16 Ways from Sunday

 

Brought to you by: Iris.xyz

 

Episode 193 - Educational Seminars: A Valuable Item in an Advisor’s Marketing Toolbox — With Mike Thurman

Episode 193 - Educational Seminars: A Valuable Item in an Advisor’s Marketing Toolbox — With Mike Thurman

August 20, 2019

Today, Matt welcomes back Mike Thurman, White Glove co-founder and seminar expert. Together, they dive deeper into White Glove’s educational seminar system and how advisors can execute a successful seminar.

In this episode, you will learn:

  • How advisors can prepare for presentations
  • What White Glove does to help advisors prepare
  • Action items for before and after a presentation
  • Where advisors fail themselves
  • And more!

Resources:  Top Advisor Marketing | White Glove  | Mike Thurman LinkedIn | Facebook | Twitter | White Glove LinkedIn | Ep 125 - Hosting a Successful Seminar with Mike Thurman

 

Brought to you by: Iris.xyz

Episode 192 - 6 Ways Podcasts Make You a Better Advisor

Episode 192 - 6 Ways Podcasts Make You a Better Advisor

August 20, 2019

Do you know the similarities between being a great podcast host and a great advisor? 

In today’s episode, Matt and Kirk bring light to these similarities and discuss how advisors can translate their podcasting experience into their career and practice. Join this conversation and learn six ways that podcasts can, in fact, make you a better advisor.

In this episode, you’ll learn:

  • How you can improve as an advisor by doing podcasts
  • The importance of listening to what your clients are saying
  • Tips on how to enhance your listening skills
  • The importance of resourcefulness 
  • How podcasting helps you develop leadership
  • And more!

Tune in now and learn six ways that podcasting can take your advisor skills to new heights.

Resources: Top Advisor Marketing 

Brought to you by: Iris.xyz

Episode 184 - A Guide to Success and Enjoyment for Investment Advisors — With Bob DiMeo

Episode 184 - A Guide to Success and Enjoyment for Investment Advisors — With Bob DiMeo

July 23, 2019

Today, host Matt Halloran gets a behind-the-scenes look at Bob DiMeo’s boldly titled book, “50 Billion Reasons to Grow Your Practice: A Guide to Success & Enjoyment for Investment Advisors.”

In addition to penning a unique book for investment-advisors that supports their personal lives, Bob DiMeo is the managing partner at DiMeo Schneider & Associates, LLC and is featured in numerous publications. In this episode, Bob speaks candidly about his marketing failures and wins, how he built his firm, and how you can build your practice and enjoy it!

In this episode, you will learn:

  • How Bob’s mindset has allowed him to get to where he is now
  • What prompted him to write his book
  • How to be successful AND have enjoyment along the way
  • What Bob does to create work-life balance
  • How many times a good piece of content should be repurposed
  • And more!

Tune in to learn about Bob’s highly relevant book for investment advisors and to pick up marketing ideas for your practice!

Resources:

Top Advisor Marketing | Bob DiMeoDiMeo Schneider & Associates, LLC

50 Billion Reasons to Grow Your Practice: A Guide to Success & Enjoyment for Investment Advisors | Year Up - Closing the Opportunity Divide

Brought to you by: Iris.xyz 

 

Episode 183 — Enhancing Your Business With the Psychology Behind People  — with Genevieve Thayer

Episode 183 — Enhancing Your Business With the Psychology Behind People — with Genevieve Thayer

July 16, 2019

To make our businesses great, we need to have not only a great team, but also strong communication within our team.

To help explore how we can better understand our team and business as a whole, Matt Halloran welcomes Genevieve Thayer, EPC and co-founder of Beacon Partners LLC, to share some of the insight she’s gained through 20 years of providing executive and leadership coaching for financial advisors and entrepreneurs

Today, she and Matt discuss how and why you can learn to make your business, and yourself, become more effective and as great as it can be.

In this episode, you’ll learn:

  • How your business can benefit from working with Beacon Partners
  • The importance of self-assessment, especially with those at the top of a business
  • What your EQ is and why you should work to optimize it
  • The link between your values and your identity
  • The personal side of Genevieve
  • And more!

Tune in now to learn more about Genevieve, Beacon Partners, and the power of Leadership Coaching!

Resources: Top Advisor MarketingBeacon Partners

 

Brought to you by: Iris.xyz

 

Episode 182 —  How to Secure Solid Introductions — Referrals Mini-Series Part 3

Episode 182 — How to Secure Solid Introductions — Referrals Mini-Series Part 3

July 9, 2019

These days, it’s not so much referrals that we need, it’s introductions and connections. 

Today, Matt and Referral Coach International founder Bill Cates are back for the third and final part of our referrals mini-series to discuss how you can turn referrals into solid introductions.

Bill and Matt leave no stone unturned when talking about how you can do your due diligence when researching a likely prospect prior to an introduction. They discuss everything from how to ask people to be a referral to the various resources available to research a prospect, and much more.

In this episode, you will learn:

  • How to do ‘warm’ research for more impactful introductions
  • How to ask for what you want
  • How and what to prepare prior to an introduction
  • The critical mass of referrals
  • Whether it’s possible to be unreferrable
  • And so much more!

Referrals beget referrals. Tune in now and take notes — this mini-series may change your world!

Resources: Referral Coach | Coach Cates | Bill Cates Speaking | Resources | EGuide | Referrals Mini-Series Part 1 | Referrals Mini-Series Part 2

 

Brought to you by: Iris.xyz

 

Episode 180 —  How to get Referrals Without Asking — Referrals Mini-Series Part 1

Episode 180 — How to get Referrals Without Asking — Referrals Mini-Series Part 1

July 9, 2019

Every advisor’s dream is to get referrals without asking. But how do you accomplish this?

According to Bill Cates, the key is to be super referrable.

Today, Matt welcomes Bill, the founder of Referral Coach International, for a 3-part mini-series on referrals to help you and your practice grow in the best way possible.

In this first part, Bill and Matt explore how you can get referrals without asking. Referencing Julie Littlechild’s research on the correlation between client satisfaction and referrals, Bill lays out several strategies to help you create engaged client relationships that will make clients want to refer you.

In this episode, you’ll learn:

 

  • The three parts of the client relationship that create engaged clients
  • Why the biggest mistake is thinking getting referrals needs to take a long time
  • The importance of the value you provide and how you can start providing it quickly
  • Why it’s important to talk about expectations early on
  • The value in finding and sharing your ‘client-focused why’
  • And more!

Join Bill and Matt now to pick up some great tips and ideas to help you on your path to getting referrals without asking!

Resources: Referral Coach | Coach Cates | Bill Cates Speaking | Julie Littlechild

Brought to you by: Iris.xyz

Episode 177 - 7 Steps for Strategic Risk-Taking — with Craig Hersch

Episode 177 - 7 Steps for Strategic Risk-Taking — with Craig Hersch

June 25, 2019

Today, Matt welcomes back a known thought leader Craig Hersch, estate planning attorney and founder of The Freedom Practice.

Craig is here to share how he’s grown his business to the point where he’s able to spend time focusing on his highest and best use. In this episode, Craig also uncovers seven steps for strategic risk-taking so you too can overcome your obstacles and start generating great ideas.

In this episode, you will learn:

  • Craig’s seven steps for following through on your ideas
  • How your personality traits affect your ability to generate and carry out great ideas
  • The importance of looking back at how far you’ve come
  • Why you should be doubling your costs when doing a cost-benefit analysis
  • The importance of delegating tasks so you can carry out your highest and best use
  • And more!

Tune in and learn how to start putting your ideas into practice!

 

Resources: The Freedom Practice | The Estate Planner’s Practice Development Podcast | Kolbe Personality Test | The Blueprint Program

 

Brought to you by: Iris.xyz

 

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 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 | 21 Day Magnetic Habits Program