Episodes
Tuesday May 14, 2019
Episode 164 - Your Personal Financial Snapshot With Kyle Christensen
Tuesday May 14, 2019
Tuesday 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:
- Save at least 15% or more
- Maximum protection
- Full replacement of assets upon death
- Six months to one year of asset storage
- 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
Thursday Apr 25, 2019
Episode 159 - The College Money Academy with Kelly O'Connor
Thursday Apr 25, 2019
Thursday Apr 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
Tuesday Apr 23, 2019
Episode 158 - Creating Compelling Business with Amit Dogra
Tuesday Apr 23, 2019
Tuesday Apr 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 |
Thursday Apr 18, 2019
Episode 157 - Provoking Brilliance with Machen MacDonald
Thursday Apr 18, 2019
Thursday Apr 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
Tuesday Apr 16, 2019
Episode 156 - Education Planning with Priscilla ONeill
Tuesday Apr 16, 2019
Tuesday Apr 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
Thursday Apr 11, 2019
Episode 155 - Defining Global Leadership with Jodi Morris
Thursday Apr 11, 2019
Thursday Apr 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 |
Tuesday Apr 09, 2019
Episode 154 - The Art & Science of Marketing with Andrew Healy
Tuesday Apr 09, 2019
Tuesday Apr 09, 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 |
Thursday Apr 04, 2019
Episode 153 - Direct Response Marketing with Seth Greene
Thursday Apr 04, 2019
Thursday Apr 04, 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 |
Friday Mar 29, 2019
Episode 151 - Equal Pay Negotiations with Katie Donovan
Friday Mar 29, 2019
Friday Mar 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!
Tuesday Mar 26, 2019
Tuesday Mar 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/
Thursday Mar 21, 2019
Thursday Mar 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/
Tuesday Mar 19, 2019
Tuesday Mar 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/
Tuesday Mar 12, 2019
Episode 146 - Creating Your Story Brand with Amy Huth
Tuesday Mar 12, 2019
Tuesday Mar 12, 2019
Your host Matt Halloran welcomes Amy Huth, founder and CEO of Due North Brand Consulting to today's show to discuss how you can use storytelling to further develop your brand.
Story branding has been in the industry for a while now, but many advisors haven't been executing the practice to it's fullest potential. With over 16 years of experience, Amy understands what it takes to make your brand a priority and how you can take your brand and your bottom line to the next level using storytelling with a purpose.
If you're looking to grow your brand, or discover how to build a brand that tells the story and success of you, be sure to listen in today!
Links: Amy Huth LinkedIn |Due North Brand Consulting |
Thursday Mar 07, 2019
Episode 145 - Flourish Financially with Kathy Longo
Thursday Mar 07, 2019
Thursday Mar 07, 2019
On our second episode of Women's month, your host Matt Halloran welcomes Kathy Longo, CFP®, CAP®, CDFA to discuss her newest book Flourish Financially: Values, Transitions, and Big Conversations.
Kathy brings 25 years of experience and her extensive knowledge and wisdom working as a wealth manager, financial planner, firm manager, and business owner to her writing and this podcast!
Kathy's new book, Flourish Financially: Values, Transitions, and Big Conversations, explores how the concept of money is a lot more than the dollars and cents we earn, save and spend.
Get to the know the author and learn more about this incredible book, what it takes to become an author, and a few marketing tips to make your next book an incredible success!
Links: Kathy Longo LinkedIn | Flourish Financially |
Tuesday Feb 26, 2019
Tuesday Feb 26, 2019
Ethos is defined as the core values, beliefs and ideal that a leader will hold and manifest out to positively influence others and organizations. Do you recognize the ethos in yourself as a business leader? Or are you trying to cultivate your own sense of ethos?
If you've got questions about your leadership skills, ethos, or how to build the characteristics of a leader, this podcast is for you!
Today Matt is joined by Dr Sean Hannah, a Wake Forest University School of Business professor, retired US Army Colonel, and one of the founding members of 3ethos.
With extensive background in leadership, Dr Sean has spent decades building leaders in the military and in finance to become better stewards, governs, and leaders in the business that they do.
Tune in today to learn more about the leadership characteristics that can you set you apart from the crowd, and build a business you and others believe in!
Links: Dr Sean Hannah LinkedIn | 3Ethos.com |
Thursday Feb 21, 2019
Episode 141 - Marketing as an OSJ with Craig Snyder
Thursday Feb 21, 2019
Thursday Feb 21, 2019
It's a first for our host Matt Halloran as he welcomes our first OSJ to the show, Craig Snyder.
Craig is the CEO and Founder of the America Group, a premiere financial services group at LPL Financial. With over 40 years in the business, Craig understands what it takes to develop a strong brand and flourishing business.
With our focus on bringing you, our listeners, something unique and different with every podcast Matt is thrilled to sit down and discuss Craig's extensive experience and the marketing success he's develop with the America Group.
Tune in today for more top advisor marketing tips!
Links: Craig Snyder LinkedIn | America Group
Tuesday Feb 19, 2019
Episode 140 - Business Marketing Strategy with Diederik Heinink
Tuesday Feb 19, 2019
Tuesday Feb 19, 2019
Matt welcomes another international guest to today's show, Diederik Heinink, to discuss some of his experience building business marketing strategies and what you can do to change yours!
Diederik has a resume a mile long with experience building brands and business all over the world. He recently opened up his own company, East Marketing, which specializes in designing marketing strategies for #FinTech companies and where he serves as founder and CEO.
Diederik shares in his expertise and advice on some of the strategies you can incorporate into your business/marketing plan to help you see growth and consistent results.
Be sure to tune in today for some refreshing advice when it comes to your marketing strategy!
Links: Diederik Heinink LinkedIn | East Marketing
Thursday Feb 14, 2019
Episode 139 - Becoming a Great Host with Celeste Headlee
Thursday Feb 14, 2019
Thursday Feb 14, 2019
In our most meta podcast to date, Matt is joined by public radio journalist and author Celeste Headlee to discuss what it takes to become a great host.
Some of you may recognize Celeste's name from her work with a variety of publications including NPR, PBC, GPB, and PRI. In addition to her spoken work, Celeste is the author of two books, We Need to Talk: How to Have Conversations That Matter, and Heard Mentality: An A-Z Guide on How to Take Your Podcast or Radio Show from Idea to Hit.
Together, Matt and Celeste dive into the two major components of being a great podcast host: what can be taught and what is innate.
If you've ever considered podcasting, or currently host your own, be sure to listen in today and discover what your podcast could be missing!
Links: Celeste Headlee LinkedIn | Heard Mentality: An A-Z Guide to Take Your Podcast or Radio Show From Idea to a Hit|Celeste Headlee TED Talk: 10 Ways to have a better conservation | We Need to Talk: How to Have Conversations That Matter
Thursday Feb 07, 2019
Episode 137 - 2019 Marketing Trends with Luke Acree
Thursday Feb 07, 2019
Thursday Feb 07, 2019
With the first month of 2019 behind us, it's time to refocus on marketing! Host Matt Halloran welcomes returning guest Luke Acree of ReminderMedia back to the microphone today to discuss the biggest marketing trends of 2019.
Luke is one of the founding partners of ReminderMedia, where they provide marketing services beyond the financial sector giving them the edge on marketing strategies and success stories. Luke offers some of his best advice to keep your marketing relevant throughout 2019.
Tune in today to learn more about how you can make 2019 your best marketing year yet!
Links: Luke Acree LinkedIn | ReminderMedia
Tuesday Feb 05, 2019
Episode 136 - The Man Behind the Voice with Aric Johnson
Tuesday Feb 05, 2019
Tuesday Feb 05, 2019
To welcome in a new month, your host Matt Halloran is featuring one of his team mates and long time friends, Aric Johnson.
Some of you may recognize Aric as the host of several of our Top Advisor Marketing client podcasts, but his work goes beyond our microphones. Aric is a business coach/consultant, the VP of Advisor Development at Christian Wealth Management, and a professional speaker.
Aric brings all that experience to our clients at Top Advisor Marketing, and directs so that they can bring their best self and provide optimal information and guidance to their audience.
If you've ever been curious about what it takes to be an incredible podcast host, or how we make podcasting work here at Top Advisor Marketing, be sure to tune in today!
Links: Aric Johnson LinkedIn |