Top Advisor Marketing
Episode 205 - The Time for Succession Planning Is Now — With George Hartman

Episode 205 - The Time for Succession Planning Is Now — With George Hartman

November 5, 2019

You’ve poured your heart and soul into launching your business and creating growth. Wouldn’t you like your business to live on even after you’re no longer here?

In this episode, Kirk Lowe speaks with George Hartman, co-founder and CEO of Market Logics. They unpack what gets in an advisor’s way of putting a succession plan in place, how to get started, and where marketing fits into the process. This episode is a must-listen for all entrepreneurs who want their businesses to endure for generations to come.

In this episode, you will learn:

  • What gets in the way of putting a plan in place
  • The steps required to successfully exit your business
  • What options are available to advisors
  • The purpose of a continuity partner
  • Where marketing fits into the succession planning process and how important it is 
  • And more!

Tune in now and experience the excitement around keeping your business successful for generations to come!

Resources:  Top Advisor Marketing | Market Logics

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 203 - Going All-In With Online Millennial Entrepreneurs — With Danielle Granger Nava and Dustin Granger

Episode 203 - Going All-In With Online Millennial Entrepreneurs — With Danielle Granger Nava and Dustin Granger

October 22, 2019

Would you ever be so bold as to switch your niche?

In this episode, Matt speaks with a financial planning brother-sister duo, Danielle Granger Nava and Dustin Granger, about their pivotal decision to start targeting online millennial entrepreneurs. Having made a clean break from the traditional advisor path, Danielle and Dustin share their perspective on playing the long-game and how they’re winning over this growing market. 

In this episode, you will learn:

  • About Danielle and Dustin’s journey to creating Toujours Planning Wealth Management
  • Why they’ve chosen to serve online millennial entrepreneurs — what about the big fish?
  • How Danielle and Dustin decide on podcast topics 
  • What they’ve done to make their website appealing to millennials
  • Why niche marketing is a long game, not a sprint
  • And more!

Tune in now and become inspired to go all-in with your dream niche!

Resources:  Top Advisor Marketing | Toujours Planning Wealth Management | Email | Worth It Podcast | Worth It Podcast on Instagram

 

Brought to you by: Iris.xyz 

Episode 201 - How to Turn Your Clients Into Raving Fans — With Luke Acree

Episode 201 - How to Turn Your Clients Into Raving Fans — With Luke Acree

October 15, 2019

In the service-based sales industry, your business is built off of how well you can build and keep client relationships. That is the centralized belief of ReminderMedia.

In this episode, Kirk Lowe has a passionate conversation with Luke Acree, ReminderMedia’s founder and president. They discuss how to keep in touch with the clients in your database in such a way that they become raving fans of your organization. Every advisor knows the importance of gaining referrals and repeat business, but this episode will challenge you to examine what you’re doing today to inspire unwavering loyalty.

In this episode, you will learn:

  • About a unique and personalized gift idea that’s proving to be memorable and coveted by clients
  • How to use the FORD method to build client relationships that lend to future marketing opportunities
  • What it takes to intrigue your prospects’ curiosity and why these efforts are worthwhile
  • How humanizing yourself will help you build rapport with your clients
  • And more!

Tune in now and get a ton of ideas for inspiring your clients to become raving fans!

 

Resources:  Top Advisor Marketing | ReminderMedia

Brought to you by: Iris.xyz 

Episode 199 — Why Your Team Needs a Masters in Inspiration — With Marlo Higgins

Episode 199 — Why Your Team Needs a Masters in Inspiration — With Marlo Higgins

October 1, 2019

Often when it comes to their marketing and branding, advisors have a hard time lighting a fire under themselves instead, they stay where it’s comfortable. They also miss opportunities to rise up and motivate their team and clients.  

In this episode, Matt speaks with Marlo Higgins, a chief inspirational officer with nearly three decades of experience in leading and coaching entrepreneurs to a place of newfound success. This is a riveting conversation that will help you inspire and motivate yourself, your team, and your clients.

In this episode, you will learn:

  • About Marlo’s journey to becoming a thought leader, podcaster, and author
  • The power of being inspired and how it feeds performance
  • Why Marlo built this brand to serve others in this space
  • Why Marlo believes that doing what you enjoy will help you be successful
  • And more!

Tune in now and get inspired to wake up with that fire in your belly to achieve your goals!

Resources:  Top Advisor Marketing | Marlo Higgins | The Maverick Assessment | Perform and Get Paid Community: Facebook Group | The Making of a Maverick by Marlo Higgins

 

Brought to you by: Iris.xyz 

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 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 191 - What does it take to build a million-dollar company?

Episode 191 - What does it take to build a million-dollar company?

August 15, 2019

In today’s episode, Matt Halloran and Kirk Lowe discuss how they merged their businesses and experiences together and founded Top Advisor Marketing. Here, they share the ins and outs of their journey towards becoming a million-dollar company.

Join Matt and Kirk as they go through some of the steps that helped them successfully develop their thought-leadership and company, and the lessons they have learned along the way.

In this episode, you’ll learn:

  • How they became Top Advisor Marketing
  • What they have learned from their biggest mistakes
  • Strategies they have put in place to advance their business
  • How they have adjusted to the challenges of managing a growing business
  • And so much more!

Tune in now and find out more about Top Advisor Marketing and learn some tips you can also apply to your growing business.

Resources: Top Advisor Marketing 

 

Brought to you by: Iris.xyz

Episode 190 - The Truth about Marketing ROI

Episode 190 - The Truth about Marketing ROI

August 13, 2019

In today’s episode, Matt Halloran interviews our founder, Kirk Lowe, and they dive deep into the truth surrounding marketing ROI for advisors. 

For 20 years, Kirk has observed which marketing strategies give advisors the best outcomes. In this episode, he walks you through different mediums to explore their ROI-potential, their disadvantages, and what it takes to see worthwhile outcomes. 

In this episode, you’ll learn:

  • Which mediums are producing the best ROI
  • What role advisors play in creating their ROI
  • What the Micro-Influencer term means
  • How you can become more compelling with your niche
  • And so much more!

 Tune in now and find out the truth about marketing ROI for advisors.  

Resources: Top Advisor Marketing 

Brought to you by: Iris.xyz

Episode 189 -   How to Differentiate Yourself and Influence Clients — With Jack Martin

Episode 189 - How to Differentiate Yourself and Influence Clients — With Jack Martin

August 8, 2019

There are two major differentiators that advisors tend to overlook: having a behavioral component in their sales and marketing and using longevity as a compelling conversation tool. 

Today, Matt Halloran speaks with Jack Martin, co-founder and CEO Elite Advisor Group LLC, about the powerful possibilities for advisors who practice these differentiators. Jack explains how to use behavior to influence clients to make the right decisions and how to frame conversations about longevity risk.

In this episode, you will learn:

  • How a behavioral approach to marketing/sales has changed the way advisors sell
  • How to help the customer experience by adjusting your behavior
  • How to influence client outcomes
  • How two ways of framing the longevity-question prompt much different responses from clients
  • What biases drive your behavior
  • And more!

Tune in and learn how to use Jack Martin’s techniques to set yourself apart and influence clients. 

Resources:  Top Advisor Marketing  | Jack Martin LinkedIn | Contact Jack | Elite Advisor Group | Longevity Brochure

Brought to you by: Iris.xyz 

Episode 188 - Building a Valuable Advisory Board With Stephen Wershing

Episode 188 - Building a Valuable Advisory Board With Stephen Wershing

August 6, 2019

Live from the SEI Top Producer Conference, Matt Halloran shares the mic with returning guest and president of the Client Driven Practice, Stephen Wershing. 

Stephen is an expert in the development and execution of client advisory boards. The Client Driven Practice offers coaching and consulting to advisors who want to organize and facilitate client advisory boards and translate feedback into actionable referral marketing strategies. 

Today, Matt and Stephen explore the Client Driven Practice's latest offering: Advisory Board in a Box.  Stephen and his business partner, Julie Littlechild, designed this product for advisors who are looking to take a DIY approach to creating their own client advisory board. This ultimate manual walks advisors through the beginning stages of how to find board members, all the way to the end phase in which they’re guided on how to implement the board’s feedback. 

Discover the value that a client advisory board can bring to your business along with tips and tricks to creating your own in this fun live-recorded episode! 

 

Links: Stephen Wershing | Client Driven Practice | Becoming Referable Podcast 

 

Episode 187 - Client Insights With Julie Littlechild

Episode 187 - Client Insights With Julie Littlechild

August 1, 2019

Matt welcomes returning guest Julie Littlechild to the show, live from the SEI Top Producer Conference. As the Founder of Absolute Engagement, Julie is on today’s episode to cover her returning product: Client Feedback. 

The Client Insights program ran for many years, but Julie stepped away to focus on research and other activities. Now, armed with new knowledge and technology, Julie is ready to fill the gap in the market place and provide advisors with the information they need from their clients to provide high-quality services. 

Client Insights is designed for advisors who need support in understanding their client base. If you’re looking to gain insight into how you can improve your service to meet your clients’ needs, this is the episode for you! 

Tune in today and follow Julie Littlechild on LinkedIn for more client assistance! 

 

Links: Julie Littlechild | Becoming Referable Podcast 

Episode 186 - Building External Relationships and Growing your Business -  With Matt McGowan

Episode 186 - Building External Relationships and Growing your Business - With Matt McGowan

July 30, 2019

Live from the SEI Top Producer Conference, your host Matt Halloran welcomes Matt McGowan to this special episode. 

It is a privilege for our show to host a relationship manager such as Matt McGowan, who works with independent financial advisory and wealth management firms to create a more efficient business, implement client service and growth plans, and create an ideal business model. 

Matt is currently the external relationships manager with SEI and shares with our audience some of his tips and tools for relationship management success. 

If you want to learn more about building external relationships and growing your business through efficiency and planning, don’t miss this episode! 

Links: Matt McGowan | SEI 

Episode 185— 14 Rules of Advisor Marketing Success

Episode 185— 14 Rules of Advisor Marketing Success

July 25, 2019

In today’s conversation, hosts Kirk Lowe and Matt Halloran dive deep into what Kirk calls the 14 rules of advisor marketing success.

Kirk, having spent the last 20 years in this industry, shares what he has learned about how to successfully use marketing to improve your advisory business. Get ready to take notes and discover how to set yourself apart from other advisors, what no one has ever told you about building a niche, and why being on social media is well worth your time. 

In this episode, you’ll learn:

  • How to find what will separate you from other advisors
  • What it means to be relevant (and where a niche comes in)
  • Different ways to promote you and your business
  • The link between your values and your identity
  • Why we say, “Don’t keep your secrets secret”
  • And so much more!

Tune in now and learn the 14 Rules of advisor marketing success!

Resources: Top Advisor Marketing 

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 181 — How to ask for Referrals without Begging — Referrals Mini-Series Part 2

Episode 181 — How to ask for Referrals without Begging — Referrals Mini-Series Part 2

July 9, 2019

Today, Referral Coach International founder Bill Cates is back for part two of our three-part mini-series on making your practice a referral magnet.

There are 3 types of people when it comes to getting referrals. Some will give you referrals right on the spot, some won’t do it when you ask, but will when they are ready, and some just won’t do it at all. Today, Bill and Matt discuss how to approach asking for referrals, highlighting best practices that will allow you to ask not by begging or pushing, but by being proactive instead.  

In this episode, you’ll learn:

  • The difference between a referral and an introduction
  • Two ways you can be proactive about getting referrals
  • The reasons why clients don’t give referrals
  • How to keep your messaging genuine to you
  • And so much more!

If you want to grow your company exponentially, listen in now and take notes as Bill takes you through the process of asking for referrals! 

Resources: Referral Coach | Coach Cates | Bill Cates Speaking | E-Guide | Referrals Mini-Series Part 1

 

Brought to you by: Iris.xyz