Where you’ll learn how to become a prolific online influencer, attract more ideal clients and grow your practice. Brought to you by ProudMouth. Co-hosted by Matt Halloran and Kirk Lowe. 286290
Episodes
Tuesday Jan 29, 2019
Tuesday Jan 29, 2019
Oftentimes advisors want to grow their business and pass down their knowledge. To do so, they bring on interns and a lot of the time, it goes horribly wrong.
Has that ever happened to you?
Perhaps you weren’t great at managing, articulating your expectations, or you just haven’t found anyone you really connect with.
Joining our host, Matt Halloran, is returning guest Marci Bair and her partner, Victor Orozco, of Bair Financial LLC to discuss how you can build a successful partnership within your firm.
Marci made a previous appearance on Top Advisor Marketing Podcast where she discussed how you can truly niche yourself; however, she wouldn’t have obtained her current level of success if not for Victor.
If you’re thinking about broadening your firm and want to grow with someone, listen today to learn valuable advice on how you can make a lasting partnership.
Links: Victor Orozco LinkedIn | Marci Bair LinkedIn | Bair Financial LLC
Tuesday Jan 22, 2019
Tuesday Jan 22, 2019
Are you interested in growing your professional wardrobe? Is it time to add a splash of color or a new fabric to those tried-and-true suits? Have you always taken pride in your appearance, but you're not sure what the next steps are?
If you've asked yourself those questions, this is the episode for you! Matt welcomes personal stylist and menswear professional Rich Mbariket to today's show to discuss easy tips to help men spice up their wardrobes.
As the founder of his self-named company, located in Las Vegas, Rich provides clients with direction when it comes to converting the tried and true into the new and stylish. With a focus on converting stuffy to approachable, Rich helps men select great professional outfits, whether it's for your 9-5 office job or for an evening out.
If you're ready for a style make over and to make 2019 the year you're a contender for best-dressed in the office, this an episode you won't want to miss!
Links: Rich Mbariket LinkedIn | RichMbariket.com |
Tuesday Jan 22, 2019
Tuesday Jan 22, 2019
More and more, we see people promoting the concept of work-life balance. If you're ready to offer your clients the opportunity to retire early and get on living, you'll love our next/returning guest Eric Gaddy!
As the author and owner of Retire Early, Eric is an expert in getting your financial house in order so that you can live life outside the office. Today with our host, Matt Halloran, Eric will discuss how financial professionals can use the retire early lifestyle to market and prospect for clients.
If you're considering early retirement or are simply ready to offer your clients more living, be sure to listen in today!
And if you missed Eric's original podcast, you can find it HERE!
Links: Eric Gaddy LinkedIn | "Retire Early - What are you waiting for?"- The Book | How To Retire Early Website | Retire Early Resources
Thursday Jan 17, 2019
Thursday Jan 17, 2019
Our host, Matt Halloran, is continuously looking to bring on guests who offer something unique and different that you can apply to your own practice to stand out from the advisor down the street.
Joining Matt today is industry veteran Scott MacKillop to discuss his revolutionary business, First Ascent Asset Management. Here are just a few of First Ascent's unique offerings for advisors:
1. The industry's first flat-fee asset management services.
2. Elegantly simple portfolios that focus on being broadly diversified with few holdings and infrequent trades.
3. An entirely virtual experience, which keeps costs down and customer service up!
If you're ready to provide a high quality service that will lower your costs and the costs to your clients, be sure to listen in today with Scott and Matt!
Links: Scott MacKillop LinkedIn | First Ascent Asset Management | First Ascent Knowledge Centre
Tuesday Jan 15, 2019
Tuesday Jan 15, 2019
Are you wondering about the value of social media in your financial practice? Our expert guest Ian Moyse offers his insight into the true value of social media in your prospecting efforts.
Joining host Matt Halloran from across the pond, Ian is the sales director of Natterbox, a done-for-you digital communications solution.
These two social media gurus explore the hard and fast reality that social media isn't your technology fix. It will never replace traditional methods. But working in symbiosis with your prospecting avenues can create a stronger and more reliable sales stream.
If you're ready to explore what social media should mean to your company, listen in today!
Links: Ian Moyse LinkedIn | Natterbox
Thursday Nov 29, 2018
Thursday Nov 29, 2018
On this episode of Top Advisor Marketing, Matt Halloran welcomes Joe Calloway to discuss one of his many books, Becoming A Category of One: How Extraordinary Companies Transcend Commodity And Defy Comparison.
Joe helps leaders focus on what is truly important, inspires new thinking about effective leadership, and motivates them to immediate action.
As many businesses today follow a cookie-cutter plan, to become a Category of One you must discover how to decommonditize your business and stand out from the crowd. Are you providing a specialized service to your clients? Are you relevant? Do you provide value and consistency of performance? Listen in and learn tips from Joe and Matt to setting yourself apart from your competitors and turn your business into a market leader.
LINKS: Joe Calloway LinkedIn | Becoming a Category of One |
Tuesday Nov 20, 2018
Tuesday Nov 20, 2018
Today Matt is diving into the importance of technology integration with tech strategist, speaker, consultant, and founder of RIA Oasis, Kristen Schmidt.
Integrating your technology not only helps make things easier around your office, it can free up time so you can do more in your practice while creating better client services/experience, and creating seamless prospecting. Oftentimes advisors fail to use their technology to the fullest potential - with most firms only using 20-30% of what their technology offers.
As one of the few RIA tech experts, Kristen spends every day working with the very systems that drive your business. Kristen and Matt walk through the basic steps that you can take to evaluate your technology and come to some decision on what comes next.
LINKS: RIA Oasis | Kristen Schmidt LinkedIn
Thursday Oct 11, 2018
Thursday Oct 11, 2018
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
Tuesday Oct 09, 2018
Tuesday Oct 09, 2018
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
Tuesday Oct 02, 2018
Tuesday Oct 02, 2018
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
Thursday Sep 13, 2018
Thursday Sep 13, 2018
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.
Thursday Jul 19, 2018
Thursday Jul 19, 2018
In today's episode, Matt brings on one of Top Advisor's inhouse social media expert, Julia Ritchie to share her recent findings on updates to all our of major Social Media Platforms. Julia has an advanced degree in digital media and communications, and has been an important addition to our team. With changes to everything from user interface, to ad formats and new features, Julia and Matt explore the changes that will be impacting your summer social media experience. If you're interested insuring that your posts continue to please the algorithm, this is an episode you won't want to miss.
Thursday May 10, 2018
Thursday May 10, 2018
Today, Matt Halloran is joined by Willa Silver, a talented sales professional with over 35 years of experience specializing in advisor practices. Willa recently became the owner of “New Language of Sales”, which is a coaching service that helps new time salesman find their feet in the industry.
Together, Willa and Matt discuss the importance of referrals and good marketing. Getting referrals starts with your attitude, your approach, and your consistency to practice. For some, it is hard to ask someone else for referrals in fear of feeling incompetent. But no fear, Willa is here to direct you in the right direction and show you how you can become a strong connector and influencer in your practice.
Tune in to find out how you can gather more referrals, and be a connector within your community!
LINKS: WILLA SILVA
Tuesday Apr 10, 2018
Tuesday Apr 10, 2018
Matt and Kirk are joined by returning guest, Dr. Jack Singer to discuss how to overcome adversity in your practice. So many of us today struggle with fears and negitive thoughts in our personal and professional lives. However, are you considering how these thoughts can impact your performance and success within your practice?
Dr. Jack shares his 7 step process on how to identify triggers for these adverse thoughts and what YOU can do to overcome them. Through the power of positive self talk, you can learn to re-phrase the messages from your mind in a positive manner, and use that energy to create lasting business and personal success.
The first steps begin with you. If you're asking yourself if you need help, or who is someone that believes in your, or you're simply ready to bring your head 100% into the game, listen in today!
Free Consulation 949-481-5660
LINKS: LATEST e-COURSE | DR JACK SINGER
Tuesday Mar 27, 2018
Tuesday Mar 27, 2018
Matt and Kirk are joined by an incredible duo from the financial industry, Joanne Russell and Gwynne Elberson. Joanne is the owner and operator of Boomer Healthcare Group where she along with Gwynn are Medicare specialists. Today with Matt and Kirk, Joanne and Gywnn explain how YOU can use Medicare to market you services and differentiate yourself from the competition. Joanne and Gwynn detail their personal successes with Medicare marketing, and provide some step by step information that you can use to start creating a complete serice today.
LINKS: JOANNE GIARDINI RUSSELL | GWYNN SHARICK ELBERSON | BOOMER HEALTHCARE GROUP |
Thursday Mar 22, 2018
Thursday Mar 22, 2018
Jay Mooreland, the founder of the Emotional Investor, joins Matt today to discuss behavioral finances. Titled by Matt as the "investor of all investors", Jay's career began as a CFP then developed into becoming a behavioral coach. With the recent market dips, emotions are back playing a major role in the financial markets, and this is an epsiode you won't want to miss!
LINKS: JAY MOORELAND | THE EMOTIONAL INVESTOR
Tuesday Mar 13, 2018
Tuesday Mar 13, 2018
As an advisor, you may consider interacting with the media a personal nightmare. Trying to understand rhyme or reason to what story make the news cycle, or who picks up your latest endevor can leave anyone frustrated. But don't give up on the media yet! Matt and Kirk had the opportunity to sit down with Bill Bongiorno, a PR gladiator with decades in the business. Together, the three of them discuss 3 simple tools that can change your life when it comes to getting in front of the media. Whether you're looking to be the next guest on your regional financial radio show, or your wanting some coverage from the local paper on your latest charitable event you're going to want these 5 tools in your arsenal today!
LINKS: HELP A REPORTER | PRESS RUSH | CONNECT WITH BILL
Thursday Sep 07, 2017
Thursday Sep 07, 2017
Kirk and Matt are joined by Paul Kingsman. Paul wrote the book, "The Distraction Proof Advisors". He speaks to, writes and coaches top advisors on how to pursue and achieve a laser-like focus. Paul shares four common ways advisors get distracted and how that distracts them from generating more revenue, more profit, more client time, more personal time and more fun in their practices. Paul also shares his experience competing in the 1988 Olympics and how it shaped his coaching business.
PAUL KINGSMAN ON LINKEDIN | BOOK, THE DISTRACTION-PROOF ADVISOR" | WEBSITE
Friday Aug 18, 2017
Friday Aug 18, 2017
Sonya defines Impact Investing (also known as SRI, ESG...) and it's growing role in an advisor's practice. Sonya breaks down the jargon and acronyms popping up in this new area of responsible investing and steps advisors need to consider to begin understanding, talking with clients about and implementing into their practice.
Tuesday Aug 01, 2017
Tuesday Aug 01, 2017
Matt and Kirk chat with John Frankot of Triple-R-Media about five common questions advisors ask John about connecting with and attracting high net worth prospects. John defines what a true HNW prospect is and addresses advisors' insecurities about working with the HNW. We also discuss simple tactics to find, approach and engage the HNW market most advisors aspire to work with.
LINKS: JOHN FRANKOT | LIFE REFINED MAGAZINE