Episodes
Tuesday Oct 15, 2019
Episode 201 - How to Turn Your Clients Into Raving Fans — With Luke Acree
Tuesday Oct 15, 2019
Tuesday Oct 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
Tuesday Oct 01, 2019
Episode 199 — Why Your Team Needs a Masters in Inspiration — With Marlo Higgins
Tuesday Oct 01, 2019
Tuesday Oct 01, 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
Tuesday Sep 17, 2019
Tuesday Sep 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
Tuesday Sep 10, 2019
Episode 196 - 4 Steps to the Perfect Marketing Strategy
Tuesday Sep 10, 2019
Tuesday Sep 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
Tuesday Aug 27, 2019
Episode 194 - How to Power up Your Marketing Today— With Mark Mersman
Tuesday Aug 27, 2019
Tuesday Aug 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
Tuesday Aug 20, 2019
Tuesday Aug 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
Tuesday Aug 20, 2019
Episode 192 - 6 Ways Podcasts Make You a Better Advisor
Tuesday Aug 20, 2019
Tuesday Aug 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
Thursday Aug 15, 2019
Episode 191 - What does it take to build a million-dollar company?
Thursday Aug 15, 2019
Thursday Aug 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
Tuesday Aug 13, 2019
Episode 190 - The Truth about Marketing ROI
Tuesday Aug 13, 2019
Tuesday Aug 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
Thursday Aug 08, 2019
Episode 189 - How to Differentiate Yourself and Influence Clients — With Jack Martin
Thursday Aug 08, 2019
Thursday Aug 08, 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
Tuesday Aug 06, 2019
Episode 188 - Building a Valuable Advisory Board With Stephen Wershing
Tuesday Aug 06, 2019
Tuesday Aug 06, 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
Thursday Aug 01, 2019
Episode 187 - Client Insights With Julie Littlechild
Thursday Aug 01, 2019
Thursday Aug 01, 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!
Tuesday Jul 30, 2019
Tuesday Jul 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
Thursday Jul 25, 2019
Episode 185— 14 Rules of Advisor Marketing Success
Thursday Jul 25, 2019
Thursday Jul 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
Tuesday Jul 16, 2019
Tuesday Jul 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 Marketing / Beacon Partners
Brought to you by: Iris.xyz
Tuesday Jul 09, 2019
Episode 182 — How to Secure Solid Introductions — Referrals Mini-Series Part 3
Tuesday Jul 09, 2019
Tuesday Jul 09, 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
Tuesday Jul 09, 2019
Tuesday Jul 09, 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
Tuesday Jul 09, 2019
Episode 180 — How to get Referrals Without Asking — Referrals Mini-Series Part 1
Tuesday Jul 09, 2019
Tuesday Jul 09, 2019
Every advisor’s dream is to get referrals without asking. But how do you accomplish this?
According to Bill Cates, the key is to be super referrable.
Today, Matt welcomes Bill, the founder of Referral Coach International, for a 3-part mini-series on referrals to help you and your practice grow in the best way possible.
In this first part, Bill and Matt explore how you can get referrals without asking. Referencing Julie Littlechild’s research on the correlation between client satisfaction and referrals, Bill lays out several strategies to help you create engaged client relationships that will make clients want to refer you.
In this episode, you’ll learn:
- The three parts of the client relationship that create engaged clients
- Why the biggest mistake is thinking getting referrals needs to take a long time
- The importance of the value you provide and how you can start providing it quickly
- Why it’s important to talk about expectations early on
- The value in finding and sharing your ‘client-focused why’
- And more!
Join Bill and Matt now to pick up some great tips and ideas to help you on your path to getting referrals without asking!
Resources: Referral Coach | Coach Cates | Bill Cates Speaking | Julie Littlechild
Brought to you by: Iris.xyz
Tuesday Jul 02, 2019
Episode 179 — The Power of Podcast Marketing — with Ben Jones
Tuesday Jul 02, 2019
Tuesday Jul 02, 2019
Nobody knows the power of a podcast like a podcast host.
Today, Matt Halloran welcomes Ben Jones, the host of the Better Conversations. Better Outcomes podcast and the managing director and head of intermediary at BMO Global Asset Management. At BMO, Ben leads a team of sales and service professionals to deliver investment solutions to intermediaries such as RAI’s, broker-dealers, and other investment managers.
To get the word out about the great work his team does, Ben hosts a bi-weekly podcast called Better Conversations. Better Outcomes, where he provides listeners with actionable content to help propel their practice in different areas of wealth management. Today, Ben shares more about his strategies behind his podcast, and how he makes it as valuable as possible for listeners.
In this episode, you’ll learn:
- About Ben’s role at BMO
- Why Ben believes that better conversations lead to better outcomes for advisors and their clients
- Three areas of conversation Ben and his team aim to enhance
- The importance of putting the content you’re marketing first
- Why Ben believes financial services is a noble profession
- And more!
Tune in now to learn more about Ben, BMO Global Asset Management, and the power of podcasting with great content!
Resources: Top Advisor Marketing / BMO GAM/Better Conversations/ Tickle Monster
Brought to you by: Iris.xyz
Thursday Jun 27, 2019
Episode 178 - Show Your Clients How to RetireReady — With Ed Dressel
Thursday Jun 27, 2019
Thursday Jun 27, 2019
Today, Matt shares the mic with a guest who has a substantial amount of experience in the finance industry and ideas to help you solve problems and make your life that much better.
In this episode, Ed Dressel, president and owner of RetireReady Solutions, shares how his company helps advisors educate their clients about what retirement can and will look like. Most importantly, you will find out how Ed’s processes can be applied to your experience.
In this episode, you will learn:
- How the reports that Ed’s company provides breaks down retirement plans in a way that everyone can understand
- What it means to take a smaller step towards retirement and other important questions to ask your financial advisor
- What Ed likes to do for fun to blow off steam
- Ed’s go-to piece of advice or life insight
- And more!
Tune into this episode of the Top Advisor Marketing Podcast and learn how to help your clients RetireReady!
Resources: RetireReady Solutions
Brought to you by: Iris.xyz