Episodes
Thursday Feb 06, 2020
Episode 216 - 8 Content Marketing Trends for 2020
Thursday Feb 06, 2020
Thursday Feb 06, 2020
One of the most powerful tools in marketing is great content. Content marketing is a crucial component of any successful marketing plan - or at least, it should be - and having a solid content marketing strategy in place will benefit your overarching marketing goals.
Content marketing in a nutshell? Try to be as valuable as you can be.
In this episode, you will learn:
- Elements to consider when developing your content marketing strategy
- The value of knowing your audience
- How to come up with great content
- The importance of personalizing content
- And more!
Tune in now and learn how you can spice up your content marketing strategies for 2020.
Resources: Top Advisor Marketing
Brought to you by: Iris.xyz
Tuesday Jan 28, 2020
Episode 215 - Why Your Online Reputation Matters — With Sameer Somal
Tuesday Jan 28, 2020
Tuesday Jan 28, 2020
What do you do when you want information? Do you search the internet? Did you know 93% of online experiences begin with opening a search engine like Google?
In this episode, Kirk Lowe is speaking with Sameer Somal, founder of Blue Ocean Global Technology. Kirk and Sameer explore the importance of why your online reputation matters, and what you can do to manage that reputation.
In this episode, you will learn:
- Why it is important to have a good online reputation
- What is SEO, and Online Reputation Management (ORM)
- How to become more referable by leveraging your ORM
- What tips you can use to successfully manage your online reputation
- And more!
Tune in now and take in some tips for managing your online reputation!
Resources:
Top Advisor Marketing | Blue Ocean Global Technology | Sameer Somal Email | Sameer Somal LinkedIn
Brought to you by: Iris.xyz
Additional Resources:
Tuesday Jan 07, 2020
Tuesday Jan 07, 2020
Do you know how to use PR to draw attention to your expertise?
In this episode, Matt is joined by Warren Weeks, founder of Weeks Media, who shares strategies that you can start using today to capture journalists’ attention and boost your chances of getting your expertise published.
In this episode, you will learn:
- Why it’s worthwhile for advisors to pitch topics to trade publications
- The importance of putting effort into your LinkedIn profile
- Which two social platforms tend to get the press’s attention
- How to reverse-engineer your press releases to make them audience-focused and appealing to journalists
- And more!
Tune in now and learn the best PR strategies for casting a spotlight on your expertise!
Resources: Top Advisor Marketing | Weeks Media
Brought to you by: Iris.xyz
Friday Dec 20, 2019
Friday Dec 20, 2019
We hope our 12 Days of Marketing series has given you the inspiration you need in order to achieve 20/20 vision and perfection in the new year. But the festivities aren’t over yet!
In the twelfth and final episode of our annual series, Matt and Kirk recap their best tips from the past 11 days. If you haven’t taken notes yet, we recommend that you write down these ideas so you can incorporate them into your 2020 plan.
In this episode, you will learn:
- How to stay top-of-mind by using social media and Micro-Influence strategies
- The benefits of outsourcing your marketing
- Ideas for finding podcast topics that solve your audience’s biggest challenges
- What change you can make today to improve your speaking skills
- How to stay relevant and use organic techniques to build relationships
- And more!
Tune in now to learn the best tips from our 12 Days of Marketing series. And thank you for joining us for this holiday tradition!
Resources: Top Advisor Marketing | Influence is Marketing – Be Your Own Loud | 12 Days of Marketing series
Brought to you by: Iris.xyz
Thursday Dec 19, 2019
Thursday Dec 19, 2019
Do you know how to use social media to showcase your expertise?
In the eleventh episode of our 12 Days of Marketing series, Matt and Kirk uncover social media best practices that you can put into action right away. You will learn which content algorithms prioritize, strategies for introducing your network to your expertise, and why LinkedIn is the ideal platform for sharing your expert content.
In this episode, you will learn:
- Examples of how to use long-form content to create consumable micro-content
- What the purpose of expertise marketing is and how to do it
- About current LinkedIn stats that every advisor needs to know
- Tried-and-true ways to get engagement on your LinkedIn posts
- And more!
Tune in now and learn how to share your expertise on social media!
Resources: Top Advisor Marketing
Brought to you by: Iris.xyz
Tuesday Dec 17, 2019
12 Days of Marketing - Episode 9 — 9 Ways to Become a Good Podcast Guest
Tuesday Dec 17, 2019
Tuesday Dec 17, 2019
If a podcaster invited you onto their show, would you know how to be a good guest?
In the ninth episode of our 12 Days of Marketing series, Matt and Kirk uncover tips for becoming the type of guest that podcast hosts and their listeners will appreciate. Jot down these pointers for your next podcast appearance or public relations opportunity!
In this episode, you will learn:
- Why being a guest is not a substitute for having your own podcast
- How to go about researching the podcast host beforehand
- What advisors tend to do during client meetings that they should NOT do during a podcast
- What “matching” is and how to do it
- Why people use filler words and how to avoid saying them
- And more!
Tune in now to learn nine ways to become a good podcast guest!
Resources: Top Advisor Marketing
Brought to you by: Iris.xyz
Monday Dec 16, 2019
12 Days of Marketing - Episode 8 — 8 Ways to Retain Your Audience
Monday Dec 16, 2019
Monday Dec 16, 2019
Are you creating content that looks almost identical to all the other advisor-content out there? Start creating value-packed content for a specific audience that keeps them coming back for more.
In the eighth episode of our 12 Days of Marketing series, Matt and Kirk talk about eight ways to retain your audience. Covering a variety of content types, this conversation is filled with advice on how to stay top-of-mind and build loyalty with your audience.
In this episode, you will learn:
- Recommendations for making your content distinct and filled with value
- How to draw information out of your podcast guests that will benefit your listeners
- How to use giveaways to retain your audience
- Words of advice about incorporating topics that add value to your audience’s lifestyle
- And more!
Tune in now and learn how to keep your audience excited about your content!
Resources: Top Advisor Marketing
Brought to you by: Iris.xyz
Friday Dec 13, 2019
12 Days of Marketing - Episode 7 — 7 Ways of Self-Marketing for Advisors
Friday Dec 13, 2019
Friday Dec 13, 2019
It’s time to get out of your office, attend an event, and make some connections! As an advisor, it is important to not only market your business but to also market yourself.
In the seventh episode of our 12 Days of Marketing series, Matt and Kirk discuss how to market yourself in the expert economy that advisors are in today. This episode is filled with ways that you can put yourself out there and promote your expertise!
In this episode, you will learn:
- The do’s and don’ts of self-marketing
- How having passions outside of work can help attract new clients
- Why being resourceful can help you find opportunities to have meaningful conversations
- Unconventional ideas for re-engaging your network on LinkedIn
- And more!
Tune in now and learn seven ways to start marketing yourself today!
Resources: Top Advisor Marketing | Marketing Plan Tactics for Top Advisors | Anatomy of a Whitepaper
Brought to you by: Iris.xyz
Thursday Dec 12, 2019
12 Days of Marketing - Episode 6 — Podcast Coaching Tips
Thursday Dec 12, 2019
Thursday Dec 12, 2019
Whether you host your own podcast or are considering starting one, have you considered what it takes to become listenable and likable?
In the sixth episode of our 12 Days of Marketing series, Matt and Kirk take you inside our Podcast Coaching Program to uncover how they evaluate podcasters. This fun and highly practical conversation is full of podcasting tips that you can use right away!
In this episode, you will learn:
- Why it’s necessary to go “over the top” with your emotions while podcasting
- Which words make listeners cringe
- Why your podcast needs a call-to-action in every episode
- Details about our upcoming Podcast Coaching Program
- And more!
Tune in now and get tips to boost your podcasting skills!
Resources: Top Advisor Marketing
Brought to you by: Iris.xyz
Wednesday Dec 11, 2019
12 Days of Marketing - Episode 5 — How to Think of In-Demand Podcast Topics Now
Wednesday Dec 11, 2019
Wednesday Dec 11, 2019
“How will I come up with podcast topics that interest my listeners?” That’s the number one question that aspiring advisor-podcasters ask us.
In the fifth episode of our 12 Days of Marketing series, Matt and Kirk share the best ways to come up with the topics your audience cares about. Whether you’re podcasting or writing, this is the advisor’s guide to generating ideas that are compelling and compliance-friendly.
In this episode, you will learn:
- Where to draw topic ideas from
- How to keep the discussions in your podcast compliant
- Do’s and don’t’s for titling your podcast episodes
- What to consider when you’re writing podcast summaries
- And more!
Tune in now and learn how to create engaging podcasts!
Resources: Top Advisor Marketing | How to Plan Your Podcast Topics (And Never Run out of Ideas!) | Should Advisor-Podcasters Talk Only About Financial Topics? | How to Start Your Own Podcast | Blog Title Generator | Iris. xyz
Brought to you by: Iris.xyz
Monday Dec 09, 2019
Monday Dec 09, 2019
As your business grows, you will find yourself in need of a marketing team. But not just any team — one that’s ready for compliance and ready to rock the digital world.
In the third episode of our 12 Days of Marketing series, Matt and Kirk discuss nine things to consider as you build your marketing team. Take notes and learn how to find marketing talent that will go the distance for your firm.
In this episode, you will learn:
- The do’s and don’ts of building your marketing team
- What tasks you should in-source and outsource
- Words of advice about hiring people with experience in your industry
- Our philosophy on trust and outsourcing
- Why it is important to implement the plan and adjust along the way
- And more!
Tune in now and get ahead on your 2020 marketing planning strategy!
Resources: Top Advisor Marketing | Outsourcing Your Social Media: How It Works | 9 Best Practices For Building Your Marketing Team | Episode 48: The New Advisor Reality – 100% Outsource Marketing
Brought to you by: Iris.xyz
Friday Dec 06, 2019
Friday Dec 06, 2019
You know your sales process is a hit when you have the ability to keep your prospects engaged throughout the sales funnel journey until they finally say YES.
In the second episode of our 12 Days of Marketing series, Matt and Kirk discuss two ways advisors can keep prospects engaged and build relationships during the sales process. This conversation is filled with ideas on how to give your prospects value and keep the momentum going!
In this episode, you will learn:
- How to provide more value to your clients
- How to court a prospect
- What you should avoid doing
- And more!
Tune in now and get ahead on your 2020 marketing planning strategy!
Resources: Top Advisor Marketing
Brought to you by: Iris.xyz
Thursday Dec 05, 2019
12 Days of Marketing - Episode 1 — 1 New Marketing Strategy: Micro-Influencer
Thursday Dec 05, 2019
Thursday Dec 05, 2019
Welcome to our 12 Days of Marketing series! If you’re looking for holiday magic that will prepare you to hit the ground running in 2020, pour yourself a hot chocolate and tune in!
In today’s episode, Matt and Kirk speak about how influence has become a crucial aspect of advisor marketing. But this isn’t a Tony-Robbins level of influence, it’s Micro-Influence — a pursuit that is much more worthwhile and achievable for advisors. Get ready for a conversation that just might change your whole approach to building relationships with your ideal prospects.
In this episode, you will learn:
- What a “Micro-Influencer” is and why Matt and Kirk felt compelled to coin this term
- Which forms of content build credibility with your prospects
- About the overlooked benefits of podcasting or doing radio
- Easy ways to repurpose one piece of content
- And more!
Tune into our first Day of Marketing to uncover a whole new way of building your influence!
Resources: Top Advisor Marketing
Tuesday Dec 03, 2019
Episode 210 - Make Your Story The Message with Chris Smith
Tuesday Dec 03, 2019
Tuesday Dec 03, 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
Thursday Nov 28, 2019
Thursday Nov 28, 2019
Rethink How to Win Executives: Part 3 — With Laura Gregg and David Partain
Are your assumptions about high-net-worth (HNW) male and female investors hurting your bottom line?
In this final episode our mini-series, Matt Halloran busts advisors’ assumptions about HNW men’s and women’s behaviors with Laura Gregg and David Partain of FlexShares Exchange Traded Funds. Together, they urge advisors to change their approach to working with couples and women and explain how to make this overdue shift.
In this episode, you will learn:
- Techniques and considerations for working with couples
- Why it’s important to communicate about money in terms of dollars, not percentages
- What advisors have to lose if they don’t change their approach
- And more!
Tune in now and learn how to give your approach to working with HNW investors an overhaul.
Resources: Top Advisor Marketing | FlexShares Exchange Traded Funds |
Study: "Rethink How to Win Executives" | Contact Laura Gregg | Contact David Partain | The Integrated Core Approach to ESG
Brought to you by: Iris.xyz
Tuesday Nov 26, 2019
Episode 209: How to Become a Great Podcaster— With Tim Wohlberg
Tuesday Nov 26, 2019
Tuesday Nov 26, 2019
Is podcasting on your mind? Or maybe you already host a podcast but are lacking the confidence and know-how to build a loyal audience.
In this episode, Matt Halloran speaks with Tim Wohlberg, a podcast coach with over 25 years of broadcast experience. Tim shares how he started his company, Podcast Performance Coach, and the one thing he tells podcasters to never stop thinking about.
In this episode, you will learn:
- What type of clients Tim helps and how
- Why he believes this coaching service is needed in the finance industry
- Differences between radio and podcasting
- The true benefits of podcasting
- And more!
Tune in now and become inspired to craft an engaging podcast, sound more pro, gain fans, and ultimately grow your business!
Resources:
Top Advisor Marketing | Podcast Performance Coach | Just The Tip Podcast
Brought to you by: Iris.xyz
Tuesday Nov 19, 2019
Episode 208 - The New Dynamics of Social Event Marketing— With Ryan Van Sickle
Tuesday Nov 19, 2019
Tuesday Nov 19, 2019
Are you looking for dynamic and efficient ways to drum up new business?
In this episode, Matt Halloran speaks with Ryan Van Sickle, director of advisor development at LeadingResponse, about the new dynamics of social event marketing. This conversation is a must-listen for any advisor who is hungry to grow their business by using ROI-proven strategies.
In this episode, you will learn:
- What kind of event provides the best ROI for advisors
- Whether dinners are an essential component to a successful event
- Whether digital marketing is the best approach in today’s landscape
- What level of data you can get from ProspectConnect
- And more!
Tune in now and become inspired to use social event marketing to grow your business!
Resources: Top Advisor Marketing | LeadingResponse: 813-885-88200 | Ryan Van Sickle ryanv@leadingresponse.com
Brought to you by: Iris.xyz
Tuesday Nov 05, 2019
Episode 205 - The Time for Succession Planning Is Now — With George Hartman
Tuesday Nov 05, 2019
Tuesday Nov 05, 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
Tuesday Oct 29, 2019
Tuesday Oct 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
Tuesday Oct 22, 2019
Tuesday Oct 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