Top Advisor Marketing
Episode 210 - Make Your Story The Message with Chris Smith

Episode 210 - Make Your Story The Message with Chris Smith

December 3, 2019

As an advisor, the most powerful thing you possess to influence your mission, message, and movement is your story. And it's the key to creating the level of income and impact you're capable of.

In this episode, Matt is joined by Chris Smith to talk about his proprietary methodology, The Campfire Effect™, which helps corporate leaders and teams articulate their “why” by discovering a powerful new relationship to who they are and what they do. As a former advisor who now works with people from all walks of life, from small start-ups to Fortune 500 companies, Chris is perfectly positioned to help you start sharing your story in a clear and powerful way.  

In this episode, you will learn:

  • The origin story of The Campfire Effect™
  • A whole new way to greet new prospects that enter your office
  • How to implement your “why” into all aspects of your business
  • Ways to create an environment that encourages all staff members to share their “why” stories
  • And more!

Tune in now and learn how to unpack your powerful story. 

Resources:

Top Advisor Marketing | The Campfire Effect | Chris Smith's Email

Brought to you by: Iris.xyz 

Special Mini Series: 3 Part Research Series - Study Results of High-Net-Worth Breadwinners: Episode 2

Special Mini Series: 3 Part Research Series - Study Results of High-Net-Worth Breadwinners: Episode 2

November 28, 2019

Rethink How to Win Executives: Part 2 — With Laura Gregg and David Partain

It’s time to challenge what you thought you knew about the investor behaviors of high-net-worth (HNW) men versus women. 

In part two of our mini-series, Matt Halloran continues his conversation with Laura Gregg and David Partain of FlexShares Exchange Traded Funds to dig deeper into the remarkable findings from their stereotype-smashing study. Together, they uncover the actions, desires, and perceptions of men and women HNW investors that are true departures from gender stereotypes. 

In this episode, you will learn:

  • Surprisingly, who the more conservative investor is
  • Which gender consider themselves to be “experts” when it comes to investing
  • How vastly different the current financial goals are between men and women
  • What these HNW individuals really want from their advisor services
  • And more!

Tune in to hear what the findings reveal about the behaviors of HNW men versus women. 

Resources:  Top Advisor Marketing | FlexShares Exchange Traded Funds |

Study: "Rethink How to Win Executives" | Contact Laura Gregg | Contact David Partain

 

Brought to you by: Iris.xyz 

 

Special Mini Series: 3 Part Research Series - Study Results of High-Net-Worth Breadwinners: Episode 1

Special Mini Series: 3 Part Research Series - Study Results of High-Net-Worth Breadwinners: Episode 1

November 28, 2019

Rethink How to Win Executives: Part 1 — With Laura Gregg and David Partain

Despite high-net-worth (HNW) earners being a key market for advisors, little research has been done on the investor behaviors of men versus women in this demographic. Now FlexShares’ study is casting light on the gender differences within this group, and the results call for advisors to change their approach. 

In this episode, Matt Halloran speaks with Laura Gregg and David Partain of FlexShares Exchange Traded Funds about the remarkable findings from their study, which reveals that HNW earners don’t fit the mold of traditional gender stereotypes. This is a conversation that examines advisors’ wrong assumptions and opportunities for them to make changes that will cultivate lasting client relationships.

In this episode, you will learn:

  • What prompted Laura and David to do this study and why they shifted its focus
  • About the sample size and demographics of respondents
  • How the results can help advisors rethink how they serve HNW clients
  • Which gender stereotypes and assumptions were proven wrong by the results
  • And more!

Tune in now and discover how HNW breadwinners are defying traditional gender stereotypes.

Resources:  Top Advisor Marketing | FlexShares Exchange Traded Funds |
Study: "Rethink How to Win Executives" | Contact Laura Gregg | Contact David Partain

 

Brought to you by: Iris.xyz 

 

Episode 207 - How to Find Your Resilience

Episode 207 - How to Find Your Resilience

November 14, 2019

As a business owner or professional, at one point or another, you will likely experience high levels of stress from different sources such as finances, unexpected changes in the industry, work/life balance — and you need resilience to help you bounce back. Where will you start?

Join Matt Halloran and Kirk Lowe in this episode, where they share ways they’ve found their resilience and what they do to maintain it and keep building on it. 

In this episode, you will learn:

  • Why understanding yourself can help you find resilience
  • What role gratitude plays in maintaining resilience
  • How problem-solving skills can help you stay resilient
  • How a strong social network can help
  • How to process change
  • And more!

Tune in now and get inspired to keep developing this essential quality in life.

Resources:  Top Advisor Marketing 

Brought to you by: Iris.xyz 

Episode 206: 3 Marketing Trends for Advisors Who Want to Stand Out —  With Jillian Bannister

Episode 206: 3 Marketing Trends for Advisors Who Want to Stand Out — With Jillian Bannister

November 12, 2019

Are you using the latest trends to help you stand out from the advisor down the street?

Today, Matt welcomes Jillian Bannister, CEO and co-founder of Ext. Marketing, to uncover three marketing trends for advisors. This is a must-listen conversation where you will learn about attracting up-and-coming demographics and the importance of testing your brand to see what is resonating with your target audience. 

In this episode, you will learn:

  • Which social media platform is the ideal place for advisors to reach their audience
  • Words of advice about segmenting your millennial audience
  • The importance of focusing on people who are interested in ESG and socially responsible investing
  • How long it takes for an advisor to gain traction on a new brand
  • And more!

Tune in and learn how to become bigger and better!

Resources:  Ext. Marketing | Email Jillian | Jillian Bannister's LinkedIn

Brought to you by: Iris.xyz

Episode 204 - Transform Your Thinking for Better Digital Marketing Outcomes — With James Robert Lay

Episode 204 - Transform Your Thinking for Better Digital Marketing Outcomes — With James Robert Lay

October 29, 2019

What is keeping you from creating a digital marketing strategy that brings in leads and leaves you feeling confident about your firm’s future?

In this episode, Kirk Lowe has a riveting conversation with James Robert Lay, founder and CEO of Digital Growth Institute. They discuss how you can break through the barriers that are holding too many financial brands back from maximizing their digital growth potential.

In this episode, you will learn:

  • What challenges hold financial brands back from maximizing their digital growth potential
  • What the greatest opportunities are for financial brands to capture over the next 12-24 months 
  • How a financial brand marketing, sales, and leadership team can develop a digital growth mindset
  • What role humans will play, if any, in a digital consumer's buying journey when shopping for a financial product
  • What lies ahead for Digital Growth Institute
  • And more!

Tune in now and get inspired to reach better digital marketing outcomes!

Resources:  Top Advisor Marketing | Digital Growth Institute

 

Brought to you by: Iris.xyz 

Episode 202 - The Evolution of Advisor Marketing

Episode 202 - The Evolution of Advisor Marketing

October 17, 2019

There has been considerable evolution in advisor brands. Many tactics advisors use to get their message out have changed, but interestingly enough, some things have stayed the same.

Today, Kirk Lowe and Matt Halloran dive into a subject that stirs up debates amongst advisors: marketing then and now. They examine the seven levels of the advisor marketing evolution to uncover how advisor brands have become what they are today.  

In this episode, you’ll learn:

  • The difference between branding and visual identity
  • How advisors started differentiating themselves from other advisors
  • What content marketing used to be versus what it is now
  • How advisors started building their credibility
  • And more!

Tune in now and get your advisor brand up-to-date! 

Resources: Top Advisor Marketing | How to Start Your Own Podcast

Brought to you by: Iris.xyz

Episode 200 - Top Things We Have Learned in 200 Episodes

Episode 200 - Top Things We Have Learned in 200 Episodes

October 8, 2019

Today’s episode marks a special occasion for the Top Advisor Marketing team. It’s the 200th episode our Top Advisor Marketing Podcast! 

We couldn’t be more proud and motivated to share what we have learned along the way.

There are many variables in play when doing a podcast. There are technical, production, marketing, and even emotional aspects to consider. So how can you make sure your podcast lasts for 200 episodes and beyond — and brings you and your company success? Join your hosts, Matt Halloran and Kirk Lowe, as they share valuable lessons about their podcasting journey.

In this episode, you’ll learn:

  • The most important elements to having a successful podcast
  • Factors that can affect the quality of your recording
  • Why podcasting has been the best long-term investment for Top Advisor Marketing
  • Common podcasting mistakes you should avoid
  • And more!

Tune in now and learn tips to make your podcasting experience more fun, efficient, and successful. 

Resources: Top Advisor Marketing 

Brought to you by: Iris.xyz