Episodes
Tuesday May 05, 2020
Episode 232 – How to Hire the Right People for Your Firm –– With Duane Roberts
Tuesday May 05, 2020
Tuesday May 05, 2020
Why are we talking about hiring on a marketing podcast? Because when advisors hire the right people, they can market that they have a stellar team and focus on doing what they do best.
In this episode, Matt speaks with Duane Roberts, the COO and CFO of Humans Being Resources, a recruiting firm. Duane explains how his company helps financial advisors find the right hires through My1Hire packages.
In this episode, you will learn:
- Why finding candidates outside of your industry is important
- How COVID-19 has altered the hiring process
- Key HR resources for advisors
- What separates Humans Being Resources from other recruiting firms
- And more!
Tune in now for tips on how to hire the right people!
Resources:
Top Advisor Marketing | Humans Being Resources | My1Hire | (844) 691-4473
Brought to you by: iris.xyz
Tuesday Apr 28, 2020
Episode 231 – Transparency Wave -- With Paul Pagnato
Tuesday Apr 28, 2020
Tuesday Apr 28, 2020
Transparency changes everything for advisors. Being transparent means communicating all aspects of your business.
In this episode, Matt speaks with Paul Pagnato, CEO of PagnatoKarp. Paul shares the importance of being transparent in the finance industry, how trust and transparency go hand in hand, and he discusses his book, “Transparency Wave.”
In this episode, you will learn:
- How to use transparency to differentiate yourself in the industry
- The six Ts of transparency
- The importance of building trust with clients
- How to scale credibility
- And more!
Tune in to learn all about transparency!
Resources Top Advisor Marketing | PagnatoKarp | Transparency Wave
Brought to you by: Iris.xyz
Thursday Apr 16, 2020
Episode 229 - Marketing to The Forgotten Generation
Thursday Apr 16, 2020
Thursday Apr 16, 2020
Generation Xers are a Financial Advisors’ Dream - so why are they being left out?
In this episode, Kirk and Matt, Gen Xers working in the marketing space for financial advisors, are finally exposing a significant hole in the industry - Marketing to the Forgotten Generation - Generation X!
Gen Xer’s are the first generation to start figuring out the idea of work-life balance, and more and more of them are entrepreneurs, but no one is marketing to them to help them prepare for retirement.
In this episode, you will learn:
- What being from Generation X means
- Why it is essential that advisors start paying attention to Generation X and how can they reach them
- What do Gen Xers want from a financial advisor
- And more!
Tune in now to hear the story that no one else is talking about!
Resources: Top Advisor Marketing
Brought to you by: iris.xyz
Tuesday Apr 14, 2020
Episode 228: Building Your Business to Run Without You - With Erin Botsford
Tuesday Apr 14, 2020
Tuesday Apr 14, 2020
Advisors, like all entrepreneurs, want to build a successful business, serve more people, make more money, and hopefully one-day have the freedom to enjoy it. If you go on vacation, do you worry if the business will suffer, or are you secure in the fact that you have empowered your team to carry on without you?
Today, Matt speaks with Erin Botsford, a financial advisor who retired at the top of her game as a Barrons top 100 producer, now Erin helps other advisors achieve the same success she had. Erin is here today to share her story of where she began, her struggles, and her accomplishments.
In this episode, you will learn:
- How Erin’s determination to succeed ultimately has led her to financial freedom
- Why it is crucial to build your team for success
- Staying top of mind is vital - how to use social media platforms effectively
- And more!
Listen in and learn the importance of truly becoming a business owner.
Resources:
Top Advisor Marketing | Erin Botsford | Elite Advisor | Use code "MATT" to receive half off
Brought to you by: Iris.xyz
Thursday Apr 02, 2020
Episode 226: The New Reality for Financial Advisors –– With Doug Heikkinen
Thursday Apr 02, 2020
Thursday Apr 02, 2020
Have you started changing the way you communicate with clients? Do you have a fine-tuned value proposition that articulates your unique expertise?
In this episode, Matt and Kirk speak with Doug Heikkinen, founder of Iris.xyz, a media platform dedicated to helping advisors become better in business and life. Together, they give advisors action items for shifting into another gear to excel in the midst of the bear market and COVID-19 pandemic.
In this episode, you will learn:
- How much time to dedicate to client communication on a daily basis
- Remote-work practices that the Top Advisor Marketing team swear by
- Value-proposition questions for business owners to reflect on right now
- Why it is so important to accept change and not fear it
- And more!
Tune in now to hear action items that can help advisors shift gears to succeed in our new reality.
Resources: Top Advisor Marketing | 5 Steps to Creating a Powerful Value Proposition | Iris.xyz | Asana
Brought to you by: Iris.xyz
Wednesday Apr 01, 2020
Special Episode: Going on The Offensive — With Coach Joe Lukacs
Wednesday Apr 01, 2020
Wednesday Apr 01, 2020
Being proactive and taking action, especially during difficult times, can be just what you need to help your business grow. How can you make the determination to play offence and be part of the 20 percent of people finding business development opportunities right now?
In this episode, Kirk continues his conversation with Coach Joe Lukacs. With over 26 years of experience coaching financial advisors, Coach Joe shares his knowledge on the strategies you can use to truly influence others and achieve success in your practice during trying times.
In this episode, you will learn:
- How to influence your network by offering certainty
- Why you should focus on selling a conversation
- How to create messages that spark more conversations on LinkedIn
- And more!
Tune in now and make the decision to play offense by being a leader when people need one the most!
Resources: Top Advisor Marketing | Coach Joe LI | Magellan Mastermind & Network | Special Episode With Joe Lukacs
Brought to you by: Iris.xyz
Tuesday Mar 31, 2020
Episode 225: Embrace AI and Prosper— With DJ Sebastian
Tuesday Mar 31, 2020
Tuesday Mar 31, 2020
Spending more time being face to face building a relationship with your client will benefit your practice more than sitting behind the desk drafting mailers.
In this episode, Matt speaks with DJ Sebastian, a top-performing sales executive in the world of cutting edge technology. DJ’s mission as an author and coach is to help sales professionals develop the skills they need and utilize these new technologies so they can achieve greater success.
In this episode, you will learn:
- What is Artificial Intelligence today
- The shift in what humans do physically and mentally in the workplace - and how it affects the workforce
- Proactive Advisor - why you should become one
- How top advisors can leverage AI technologies in their marketing activities
- And more!
Listen in and be inspired to read the book The Selling Revolution – Prospering in the New World of Artificial Intelligence, which takes a unique look at how the convergence of these technologies combined with social communications trends and management imperatives will revolutionize the future sales profession.
Resources: Top Advisor Marketing | DJ Sebastian Email | Top 10 Tips | The Selling Revolution – Prospering in the New World of Artificial Intelligence
Brought to you by: Iris.xyz
Monday Mar 30, 2020
Special COVID-19 Episode: It’s Time To Step Up Your Game — With Joe Lukacs
Monday Mar 30, 2020
Monday Mar 30, 2020
Today’s environment of self-isolation can often leave people feeling uncertain about things. Now is the time to step up and take care of yourself, your team, and your clients!
In this episode, Matt and Kirk speak with Coach Joe Lukacs, coach to financial advisors. Coach Joe shares the lessons learned from the market downtime of 08/09, so you can better position yourself to get through these trying yet recoverable days.
In this episode, you will learn:
- How to ask questions in the proper order to get people to answer honestly
- Why you must accept the challenge to create certainty in these uncertain times
- Ways to not only survive but to thrive
- And more!
Tune in now because it is time to step up your game and ‘rockstar’ your business!
Resources: Top Advisor Marketing | Coach Joe Lukacs LI | Magellan Mastermind & Network
Brought to you by: Iris.xyz
Thursday Mar 19, 2020
Episode 223: Are You Scaling Your Credibility?
Thursday Mar 19, 2020
Thursday Mar 19, 2020
Are you tired of spending time away from the office and your family to speak at events? There are benefits to public speaking, but what if you could reach an infinite number of people at once, all while conserving your time and energy?
In this episode, Matt and Kirk explain how you can benefit from scaling your credibility. You will hear success stories of advisors who’ve pulled this off and learn ways to start marketing yourself more efficiently.
In this episode, you will learn:
- The benefits of scaling your credibility
- How to determine if scaling your credibility aligns with your business goals
- How to use content to build relationships with prospects
- Why having content and a complete LinkedIn profile can shorten your sales cycle
- And more!
Tune in now and learn how to start scaling your credibility!
Resources: Top Advisor Marketing | Kirk on LinkedIn | Matt on LinkedIn
Brought to you by: Iris.xyz
Tuesday Mar 17, 2020
Episode 222: How to Master Tough Conversations With Clients — With David Wood
Tuesday Mar 17, 2020
Tuesday Mar 17, 2020
Do you know how to have tough conversations with your clients? When a client cries in your office, is your automatic instinct to shut down the conversation?
In this episode, Matt speaks with David Wood, one of the world’s top life coaches, about why nine times out of 10, tough conversations are worth having. Naturally analytic, David teaches you how to switch gears to engage in tough conversations with a level of comfort and confidence that leads to deep connections.
In this episode, you will learn:
- How to hold space for clients who are crying in your office
- What golden question to ask any client who is expressing strong emotions
- An exercise to do with your clients when you’re both feeling stressed during a conversation
- Three outcomes of difficult conversations that most advisors don’t consider
- And more!
Tune in now to learn how to master tough conversations with your clients.
Resources:
Top Advisor Marketing | Play for Real | Life Assessment | Tough Conversations: 4-Step Blueprint | Tough Conversations Podcast with David Wood
Brought to you by: Iris.xyz
Tuesday Feb 11, 2020
Tuesday Feb 11, 2020
Named as one of the top “Movers & Shakers” in the financial services industry, Mitch Anthony has been creating innovative discovery approaches for advisors for over twenty years.
In this episode, Matt speaks with Mitch Anthony, the founder and president of Advisor Insights Inc and co-founder of ROL Advisor. Together, they discuss the power of using storyselling to guide your clients into a decision-making mindset, the value of practicing life-centered planning™, and why it’s the advisor’s job to build the bridge between clients’ means and meaning.
In this episode, you will learn:
- About Mitch’s “accidental tourist” introduction into financial services
- Why it’s problematic to view money as being more than just a utility
- The importance between having a monologue and dialogue with your prospects
- How Mitch helps advisors with the emotional aspect of transitioning from money-centered planning to life-centered planning
- And more!
Tune in now to learn about Mitch Anthony’s groundbreaking approaches to client discovery!
Resources:
Top Advisor Marketing | Mitch Anthony | Life Centered Planners | ROL Advisor | ROL Advisor’s Email | Books by Mitch Anthony | Mitch Anthony's LinkedIn | Steve Sanduski's LinkedIn
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
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
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 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
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 Sep 03, 2019
Episode 195 - Breaking Through Call Reluctance — With Connie Kadansky
Tuesday Sep 03, 2019
Tuesday Sep 03, 2019
On today’s Top Advisor Marketing Podcast, Matt places a special focus on sales with Sales Call Reluctance Coach, Connie Kadansky.
Connie Kadansky is a noted authority on call reluctance and sales productivity. She is a Master Certified Coach, certified in conversational intelligence and a professional speaker who specializes in identifying the blocks that keep financial advisors from proactively prospecting.
In this episode, you will learn:
- The biggest reason salespeople hesitate to get in front of prospects
- About breaking through performance barriers
- Why you should think of your telephone as your ATM
- How to recognize if you have sales call reluctance
- Why it’s helpful to believe that it isn’t about you
- And more!
Tune in now and learn how to leave sales call reluctance in the dust!
Resources: Top Advisor Marketing | Connie Kadansky | Exceptional Sales Performance
| Contact Connie | Cell: 602-380-5431
Brought to you by: Iris.xyz