May 14, 2019
Your host, Matt Halloran, welcomes Kyle Christensen to today’s show to discuss his company and software: Personal Financial Snapshot.
Our focus at Top Advisor Marketing Podcast is to provide our listeners with tools to help them build a truly unique service that will separate them from the advisor down the street. Personal Financial Snapshot does just that.
Personal Financial Snapshot is designed with the clients’ needs in mind first and uses five core principles:
- Save at least 15% or more
- Maximum protection
- Full replacement of assets upon death
- Six months to one year of asset storage
- Velocity of money
The five principles of Personal Financial Snapshot take financial planning to another level by leaving behind needs-based analysis and project-based analysis.
If you’re looking to give your clients the opportunity to make education-based decisions or are ready to add a higher level of planning to your practice, this is an episode you don’t want to miss!
Links: Kyle Christensen LinkedIn | Personal Financial Snapshot | Five Principles of Personal Finance
May 9, 2019
Your host Matt shares the mic today with another incredible podcaster, Tim Martin. Today, the two experts are diving into how you can use recruiting as a retention, marketing, and legacy tool.
Tim has spent the past 22 years in Voluntary Benefits sales world. He has recruited, hired, and on-boarded over 2,000 commission-only sales agents, making him an expert in the world of recruitment! When he's not building up his business, Tim is the host of Success is Voluntary, a show focused on mastering the sale of volunteer benefits.
If you're ready to further develop your business or are in need of the push to begin your own recruiting program, be sure to listen in today!
Links: Tim Martin LinkedIn | Success is Voluntary | The Sales Boss |
May 2, 2019
Matt and Kirk are back on the mics today to discuss an important topic when it comes to building your brand and your business — why advisors avoid using niche marketing and the problems it can cause.
With years of experience in branding and finance, Matt and Kirk have repeatedly faced advisors who are unwilling to explore the potential that niche marketing has for their business. They've compiled their list of the 10 most common excuses to niche marketing, and they're here to bust them all wide open!
So if you've been hesitant to niche your financial advisory business or you're looking to narrow your business model further, be sure to tune in today!
April 30, 2019
Today Matt shares the mic with Top Advisor Marketing's Brand Guy, Kirk Lowe, to discuss one of the most important factors to separating yourself from your competition — decommodification.
With any service, you're forever fighting the fact that there is always someone cheaper. Price tags commodify who we are and what we do in a way that can make our businesses and brilliance feel small. And it's easy as a business provider to blame your investors or clients for failing to understand just how impactful your services can be. Making them more than just a price tag.
Kirk and Matt dive into how you can break down your services and prove your worth to incoming clients, AKA decommodifying your offering so that your ideal client understands who you are, what you do, and what makes you truly unique.
If you're ready to show your ideal client the true worth of your services, be sure to tune in today!
Links: There is Always Someone Cheaper |
April 23, 2019
Matt welcomes Amit Dogra, CEO of Third Seven Advisors to today's episode. Some of you may recognize Amit from his appearance on Permission to Succeed Podcast. where he shared his knowledge on what it means to succeed as a CEO.
For today's episode, Matt and Amit are taking this conversation deeper into the world of running a business. The two explore what makes Third Seven Advisors truly unique and different, with an emphasis on how they are able to attract their ideal clients.
Three major areas of focus for Third Seven Advisors are:
- We believe human interaction is the best way to invest in order to achieve your life and wealth management goals
- We believe in putting investments back in investing
- We believe in value creation
Amit is an executive with over 20 years of experience in helping investment advisors, Family Offices and wirehouse firms grow through business leadership, practice management, investment management, sales and relationship management.
Links: Amit Dogra LinkedIn | Third Seven Advisors |
April 18, 2019
Your host Matt Halloran welcomes longtime friend of Top Advisor Marketing Machen MacDonald to today's podcast. Machen is the founder of Pro Brilliance Leadership Institute and is renowned in the financial sector as one of the best leadership coaches around.
The basic definition of leadership is bringing out the best in ourselves and others. As a business owner, are you able to help others to perform at their full potential? Would you define yourself as a successful leader? Or do you even have qualifiers for being a successful leader?
Today's podcast will help you discover what true leadership in business means, what areas you might be lacking in as a leader, and the next steps to becoming a better leader.
If you're looking to improve the quality of your offerings and your office culture, listen in today to learn how you can provoke the brilliance around you!
Exclusive Offer: If you love what you're hearing from Machen, you can sign up today for a FREE 45-minute Strategic Breakthrough & Clarity Session. This 45-minute session will help you get the clarity, confidence, and focus you want for yourself. Are you ready to take charge of your business? Schedule your 45-minute session today!
Links: Machen MacDonald LinkedIn | Pro Brilliance Leadership Institute | MindScan Assessment | 21 Day Magnetic Habits Program
April 16, 2019
Today your host Matt Halloran is pleased to welcome education planning expert Priscilla ONeill to today's episode to discuss what you can be doing as an advisor to assist your clients with education planning.
Priscilla is the president of Summit Scholar and a Certified Educational Planner. At Summit Scholar, Priscilla has designed software and a four phase college strategy process for highschool aged students so that they can have a thorough understanding of their financial AND educational situation in order to make the best choices for their futures.
If you're looking to give your clients and their children a true analysis of all the aspects of college, acceptance, and funding this episode is for you! Tune in today and be sure to connect with Priscilla for more information!
LINKS: Priscilla ONeill LinkedIn | Summit Scholars
March 29, 2019
To finish of Women's History Month, your host Matt Halloran welcomes pay equity expert Katie Donovan to discuss what you can be doing to decrease the wage gap in your business.
Katie is the first pay expert to be featured on Top Advisor Marketing Podcast. She began the movement in Massachusetts to ban use of salary history in hiring and compensation decisions which has had a dramatic impact on lessening the pay gap. She is now a consultant and owner of Equal Pay Negotiations (EPN). Her work their strives to achieve equal pay for all groups who are systemically underpaid including women, people of color, members of the LGBTQ community, and people with disabilities, through pragmatic solutions similar to ending the use of salary history.
Discover ways you can change your hiring process, optimize your current payroll employee and learn what finance as a whole can be doing to decrease the wage gap. Listen in today!
Links: Katie Donovan LinkedIn | Equal Pay Negotiations
February 26, 2019
Ethos is defined as the core values, beliefs and ideal that a leader will hold and manifest out to positively influence others and organizations. Do you recognize the ethos in yourself as a business leader? Or are you trying to cultivate your own sense of ethos?
If you've got questions about your leadership skills, ethos, or how to build the characteristics of a leader, this podcast is for you!
Today Matt is joined by Dr Sean Hannah, a Wake Forest University School of Business professor, retired US Army Colonel, and one of the founding members of 3ethos.
With extensive background in leadership, Dr Sean has spent decades building leaders in the military and in finance to become better stewards, governs, and leaders in the business that they do.
Tune in today to learn more about the leadership characteristics that can you set you apart from the crowd, and build a business you and others believe in!
Links: Dr Sean Hannah LinkedIn | 3Ethos.com |
February 12, 2019
Are you ready to change the way you think about recruiting? Matt Halloran is joined by Amir Borand, co-founder of Elevano, and a new age expert in recruiting.
Amir and along with his founding partner, are out to change the way people recruit. Using social media, Elevano helps employers find the right people and bring them into their business. Leveraging digital content, Amir is trying to break away from traditional methods of recruiting, to create a space that is open to a much more social conversation.
If you're looking to grow your team, or perhaps seeking a new professional endevour, be sure to tune in today to find out how with the right recruiting anything can happen!
Links: Amir Bormand LinkedIn | Elevano
January 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
January 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
January 10, 2019
Today we're changing up a few things on Top Advisor Marketing Podcast! Our host Matt Halloran is joined by estate planning attorney Craig Hersch!
Craig is the creator of The Freedom Practice, a practice management program that helps estate planning attorneys grow their practice. These unique tactics don't just apply in the world of law, but can help you make your practice fundamentally unique and different!
Craig is an expert at what he does. He is a host of his own podcast, an editor at Trusts & Estate Magazine, and a contributor to wealthmanagement.com.
Be sure to listen in today and learn how you can create growth in your own practice!
Links: 4GameChange Podcast | Craig Hersch LinkedIn| Common Cents Estate Planning: Practical Advice You Should Consider With Your Attorney, CPA and Financial Advisor
December 21, 2018
In our final installment of the 12 Days of Marketing Coach Joe and your host Matt Halloran are discussing the importance of the power hour - your morning magic. When it comes to working with professionals who are off track, Coach Joe's first question is always "what is your morning ritual". The first 60 mins of your day set the tone for the rest of your day - so are you priming yourself for success?
Listen in and start every day the right way with Coach Joe and Matt Halloran!
December 20, 2018
Are you conquering every day? What does it take to obtain that razor focus so you can take control of your to do list? Listen in with Coach Joe and your host Matt Halloran as they discuss the importance of daily focus. With the right mindset, you'll be turning your business plan into a business reality!
December 13, 2018
Year end is a time when many of us look forward at what are we going to do in the next 365 days to change, grow, and become a better person. Today with your host Matt Halloran, Coach Joe is going to be discussing the value in not just a one year plan, but having a 5 year vision.
If you're ready to take not just 2019, but the next five years by storm, be sure to listen in today!
December 10, 2018
We all have "plans" but what makes plans a reality? Actually DOING them. So when it comes to building your business plan what's stopping you? For many of us it's that we simply right it down as something to get done, without taking the necessary steps to make it happen. Whether that's blocking our calendar time, arranging a coaching session to prepare for the plan, or simply getting your team together to discuss the business you're building.
Listen in as Coach Joe explains the value in planning your plan, and get ready to rock in 2019!
December 7, 2018
Failure. It's not a topic anyone likes to dwell on, yet let's face - we all fail. Including advisors. And one of the major areas advisors tend to fall down is in creating their own business plan.
Once again, Matt Halloran is joined by the business planning guru Coach Joe Lukacs, to discuss what types of tools and techniques Joe brings to his advisor clients to get them through the struggle that is advisor planning.
Don't let past business plan failures impede your future success!
Links: Coach Joe's LinkedIn
November 7, 2018
Best selling author, speaker, business coach Dave Crenshaw joins Matt Halloran today to discuss what he knows best - accountability and time management. Dave is a particular expert in his field as his personal background isn't that he's a classic type A person. On the contrary, Dave has been diagnosed with ADHD, making him inherently disorganized.
Unlike many others we often hear from explaining to us how to stay focused, Dave has overcome his natural instinct for chaos and can now behave as though he has inherently organized, a skill set he has now taught hundreds to thousands of people. Having designed a system that was built for the most disorganized person in the world, Dave understands how to take anyone, regardless of their starting point, to a level of successful organization.
Together with Matt, Dave is going to explore how you can become the master of your own time by understanding a few of the simple lies we often tell ourselves that keep us from optimal efficiency. If you're ready to take 2019 by storm, listen in today and find out how to become master of your own time and success.
Links: Dave Crenshaw Linked | DaveCrenshaw.com |
October 9, 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