Where you’ll learn how to become a prolific online influencer, attract more ideal clients and grow your practice. Brought to you by ProudMouth. Co-hosted by Matt Halloran and Kirk Lowe. 286290
Episodes
Friday Jan 01, 2021
Friday Jan 01, 2021
Attention advisors! It’s time to re-introduce yourself to your favorite clients so they understand and appreciate your value completely!
Today, Matt is joined by Duncan MacPherson, the CEO of Pareto Systems. Join them as they discuss several ways to rejuvenate your client relationship and reinforce your value proposition through rebranded meetings and proven marketing strategies for today’s advisors.
You will learn:
- How to use strategic, agenda-driven meetings to elevate the client experience
- What outcome advisors are seeing from rebranded client meetings
- The difference between stewardship and salesmanship
- Why elite financial professionals choose to outsource
- 3 essential keys to making a video that clients will love and remember
- How to develop a process-driven approach to attract more clients
- And more!
Listen now to learn how to rebrand your meetings so you can stay top-of-mind with your ideal clients and highly referable!
Top Advisor Marketing | Matt Halloran on LinkedIn | Duncan MacPherson on LinkedIn | Pareto Systems: (866) 593-8020 | The Advisor Playbook | Video: The Review Meeting is Obsolete | Idea Decanter
Tuesday Dec 15, 2020
Tuesday Dec 15, 2020
Imagine having your prospect and client meetings so well documented that you can pick up exactly where you left off from the previous meeting or call. That would show your prospects and clients that you're really listening and paying attention to them.
But, too often, advisors forget to type their notes after meetings. And the details that would’ve won the prospect or elevated the client experience vanish into thin air.
Today, Matt is joined by Maree Moscati, the CEO of Copytalk, which is a premier dictation service company that uses live transcription to preserve your every word. They discuss the numerous benefits that proper documentation offers advisors –– from a client interaction perspective, task perspective, and compliance perspective!
In this episode, you will learn:
- How documentation can help you provide more value to clients
- How Copytalk uses a combination of human touch and world-class technology to set them apart from mainstream speech-to-text software
- How Copytalk is engineered to meet the financial-service industry’s rigorous standards of accuracy, privacy, and efficiency
- Maree’s advice to advisors on how to market effectively in today’s COVID-19 world
- And more!
Tune in now to discover how a real-time transcription service like Copytalk can help you operate more effectively, save time, and wow your clients!
Top Advisor Marketing | Matt Halloran on LinkedIn | Maree Moscati on LinkedIn | Maree Moscati on Twitter | Copytalk: (866) 267- 9825
Brought to you by: iris.xyz
Tuesday Dec 08, 2020
Tuesday Dec 08, 2020
Are you thinking about starting a podcast?
Imagine only having to show up to record your podcast, because you have an outsourced marketing team that takes care of everything else, from audio editing to episode promotion!
Today, our account manager Lauren Bus joins Matt to tell you exactly what it’s like to be our podcasting client. Lauren takes you behind the scenes to share how we help you rise above the noise, including our techniques for building up your confidence, creating click-worthy social media posts to drive listenership, and more!
In this episode, you will learn:
- What it’s like to be part of our podcast discovery process
- What strategies we use to capture each client’s voice when writing their social media posts
- How to use your status as a podcaster to position yourself differently to COIs and prospects
- What sets us apart from other companies that offer a podcasting service
- Three qualities we look for in aspiring podcasters
- And more!
Tune in now to get rare insight into what it’s like to podcast with us!
Top Advisor Marketing | Matt Halloran on LinkedIn | Kirk Lowe on LinkedIn | Lauren Bus on LinkedIn
Brought to you by: iris.xyz
Tuesday Dec 01, 2020
Tuesday Dec 01, 2020
In order for financial advisors to accept change, they have to be aware that change is needed.
Today, Matt and guest Bill Hortz, the founder and dean of the Institute for Innovation Development, discuss the high need for advisors to embrace innovation, considering that the financial services industry will see more change in the next three years than we’ve seen in the past 30.
Bill dives into what changes are on the horizon in financial services, how to prioritize areas of innovation in your practice, and how successful industry leaders have implemented innovation into their businesses!
In this episode, you will learn:
- How to adapt to the modern change that’s occurring at a hyper rate
- How the Institute for Innovation Development equips advisors for change
- Which areas of financial services are expected to change rapidly in the next two to three years
- The difference between innovation and technology and what it reallys mean to be innovative
- Ways for advisors to develop an innovative mindset
- The four most needed areas in financial services for deploying an innovative mindset
- And more!
Listen now to learn how to embrace and apply innovation to your financial practice!
Top Advisor Marketing | Bill Hortz on LinkedIn | Email Bill Hortz | Institute for Innovation Development | An Innovation Call To Arms For Financial Advisors by Bill Hortz | What Got You Here Won’t Get You There by Marshall Goldsmith | The Innovator's DNA by Jeff Dyer, Hal Gregersen, and Clayton M. Christensen | Fix by Chris Kneeland, Ryan Gill, and Rob Howard | Little Black Stretchy Pants by Chip Wilson
Brought to you by: iris.xyz
Hashtags for publishing: Innovation, Chang
Tuesday Nov 24, 2020
Tuesday Nov 24, 2020
Pretending to like golf won’t get you clients.
The best way to grow your business is by being authentic and doing things you love with people who love the same things as you!
Today, Matt is joined by Matthew Jarvis, the co-founder of The Perfect RIA and president of Jarvis Financial. This episode is packed with unconventional, but proven, ways to generate referrals from COIs, find ideal prospects in places you’ve never considered, and create a business that allows you to take time off without compromising profitability.
In this episode, you will learn:
- How Matthew has been so successful in delivering massive value to his clients
- Matthew’s secret method to getting referrals from COIs without actually asking for referrals
- Matthew’s methods for getting half of his business through rock climbing, mountain biking, dirt biking, boating, and going to Vegas
- Why Matthew is able to take six months off a year and still maintain high profitability
- Why finding a mentor to guide you on your journey to success is easier than you think
- And more!
Listen now to learn how you can apply Matthew’s tips and tricks to your unique business model!
Resources: Top Advisor Marketing | Matthew Jarvis | The Perfect RIA podcast | Jarvis Financial | The “Sleep On It” Process | Behavioral Investment Counseling by Nick Murray
Brought to you by Iris.xyz
Thursday Nov 19, 2020
Thursday Nov 19, 2020
“I would like to do this but…”
There are many “buts” that financial advisors use as reasons to not pursue a better marketing strategy that would move their business forward.
Today, Matt and Kirk reveal the 15 “buts” that stop too many businesses from reaching their next level of success. They draw from their own experiences as entrepreneurs to help you re-think and break free from your own limitations.
In this episode, you will learn:
- Why saying “no” can create a huge burden for business owners
- How to avoid outsourcing to specialists who don’t see the bigger picture
- Reasons to not allow time or money to hold you back from your next level of success
- Ways to overcome the fear of failure
- Why Kirk encourages you to fix whatever isn’t working with your marketing, even if that means starting over
- Why outsourcing will probably save you money, even if you’re paying a premium for a specialized service
- And more!
Learn how to conquer the “buts” that hinder you from moving your business forward!
Resources: Top Advisor Marketing
Brought to you by: iris.xyz
Tuesday Nov 17, 2020
Tuesday Nov 17, 2020
Do you know how to write social media posts that speak directly to your niche audience? Posts that aren’t vague or sales-y. But instead, undeniably relevant and valuable –– a magnet for your ideal audience.
Jeff Woodhouse, a marketing consultant and the co-owner of Digital Sherpa, joins Matt to share his secrets for writing social media posts that draw in your niche audience and increase engagement. As a prolific writer for Ameriprise Financial, Jeff has no shortage of copywriting hacks that advisors can use right away!
In this episode, you will learn:
- Jeff’s strategies for writing posts that speak directly to an advisor’s ideal prospect
- An easy method for leveraging content from your industry on social media
- How to make your posts more about your audience and less about you
- How to monitor a specific employer on LinkedIn to know what financial advice their employees need and when
- Why Jeff doesn’t recommend putting a call-to-action in every post
- And more!
Tune in now to learn how to make your social media posts speak powerfully to your niche audience!
Resources: Top Advisor Marketing | Jeff Woodhouse on LinkedIn | Jeff Woodhouse’s mobile: (443) 591-9449 | jeff.woodhouse@j2-consulting.com | Canva | Webinar Replay: How to Write Social Media Posts That Get Clicks | Traffic and Funnels | Castor Abbott | Snappy Kraken | Social Media Examiner
Brought to you by: iris.xyz
Tuesday Nov 10, 2020
Tuesday Nov 10, 2020
Getting a prospect to say “yes” during a 100% virtual sales process will be expensive and take more of everyone’s time if you haven’t already built your influence and credibility online.
Today, Matt is joined by Patrick Brewer, the founder of Model FA and a fellow podcast host, to discuss why having influence is a game-changer for sales processes that have gone completely virtual during COVID-19. Patrick also explains why the best way to build your influence is by being extremely clear about who your ideal client is. After all, the riches are in the niches!
In this episode, you will learn:
- Why getting a webinar prospect to say “yes” is expensive if you haven’t built up your online influence
- How and why Patrick has shifted his sales process during COVID-19
- How to use an interview-style podcast to convert clients (and not become an influencer marketer)
- Which types of content will help you build an audience before using conversion-oriented marketing tactics
- And more!
Tune in to hear what it takes to build enough influence to speed up your conversions!
Resources: Top Advisor Marketing | Patrick Brewer on LinkedIn | Model FA | The Model FA podcast
Brought to you by: iris.xyz
Thursday Nov 05, 2020
Thursday Nov 05, 2020
There are ways to conduct yourself professionally on social media –– and there are etiquette blunders to avoid at all costs.
Today, Kirk and Matt discuss “14 Essential Social Media Etiquette Rules for Brands” written by Todd Clarke and published by Hootsuite. They add their own spin for financial advisors and tack on two more rules –– including one you definitely won’t expect to hear in a list about etiquette –– to help you gain a strong social media audience.
In this episode, you will learn:
- Whether it’s ever acceptable for advisors to use auto-replies and bots
- Easy ways to check the tone of your social media posts before you publish them
- How to pick a fight on social media and example-topics for advisors
- How to make the most of the social media algorithms to gain maximum visibility
- And more!
Tune in now to learn the most important social media etiquette rules for advisors!
Top Advisor Marketing |14 Essential Social Media Etiquette Rules for Brands by Todd Clarke | Webinar Replay: How to Write Social Media Posts That Get Clicks
Brought to you by: iris.xyz
Tuesday Oct 27, 2020
Tuesday Oct 27, 2020
Women have very different retirements than men, starting with how they plan for it.
Today, Matt is joined by Marcia Mantell, the owner of Mantell Retirement Consulting, Inc., a retirement blogger, and author of “What’s the Deal with Retirement for Women?” and “What’s the Deal with Social Security for Women?”
Marcia speaks candidly about reasons to put away your bar graphs and start talking to women in a way that moves them to action. This episode is filled with tips you can use right away to help women plan for the retirement they’re hoping for.
In this episode, you will learn:
- Why there are differences between how women and men plan for retirement
- Ways to make conversations with women visual (without using boring pie charts)
- How to bring what’s most important to women into the planning conversation
- Reasons to add a Social Security expert to your team
- And more!
Tune in now for proven ways to help women plan for retirement!
Resources:
Top Advisor Marketing | Mantell Retirement Consulting, Inc. | Boomer Retirement Briefs | What’s the Deal with Retirement Planning for Women? by Marcia Mantell | What’s the Deal with Social Security for Women? by Marcia Mantell | Episode 264: How to Become an Author Without Writing a Single Thing
Brought to you by: iris.xyz
Tuesday Oct 20, 2020
Tuesday Oct 20, 2020
50% of marriages in the United States end in divorce. With COVID-19 contributing to an abnormal amount of stress in relationships, there will likely be an influx of divorces in the coming future.
In this episode, Matt is joined by Allison Jeffereys, a divorce coach to professionally successful women and the author of “A Woman’s Guide To Surviving Divorce.”
As a coach who has helped numerous women navigate a divorce, Allison reveals how women handle divorce differently than men. She also shares why divorce is especially painful for professionally successful women and what financial advisors can do to help guide women through this major life event.
In this episode, you will learn:
- Why Allison wrote her book and how it can help advisors better communicate with their female clients
- Significant differences in how women vs. men make decisions
- Why divorce often feels like a bigger failure to women with successful careers
- Advice for women who are in the midst of a divorce
- How advisors can help women feel secure as they navigate a divorce
- Why women who are going through a divorce need a community
- And more!
Tune in now for insight into how professionally successful women experience divorce, so you can help them navigate it with confidence.
Resources:
Top Advisor Marketing | Allison Jeffereys’ Website | A Woman’s Guide To Surviving Divorce by Allison Jeffereys | Turning Chaos Into Confidence Handout | Schedule a consultation with Allison Jeffereys
Brought to you by: iris.xyz
Thursday Oct 15, 2020
Thursday Oct 15, 2020
As Michael E. Gerber, author of The E-Myth Revisited, famously said, “If your business depends on you, you don’t own a business — you have a job. And it’s the worst job in the world because you’re working for a lunatic!”
You’re not creating any long-term equity in your business if you need to be involved in every aspect of your business.
In this episode, Matt and Kirk help you break down opportunities to outsource and not be involved in every part of your business. They give you a new lens to look through –– one that’s worked incredibly well for them. It all starts with dividing your business’s growth into three categories: branding, marketing, and business development.
You will learn:
- Top reasons why advisors are resistant to taking their marketing to the next level
- The argument for investing in marketing that isn’t measurable
- How much of your budget should be spent on marketing
- Why it’s becoming more common for advisors to outsource their marketing
- Reasons to start content marketing now
- And more!
Tune in to learn how to build a sustainable practice by being less involved!
Resources: Top Advisor Marketing | Episode 260: Is Your Digital Marketing Working to Convert Prospects? –– With John Lincoln | Episode 233: Beware of “10X” and “We Fill Your Pipeline” Claims | The E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About It by Michael E. Gerber
Brought to you by: iris.xyz
Monday Oct 12, 2020
Monday Oct 12, 2020
Books are the ultimate business card. But do you actually want to write a book?
In this episode, Matt is joined by Seth Greene, founder of Market Domination LLC, to explain how advisors can become an author of their own book, all while skipping the demanding and time-consuming writing process.
Seth unpacks Market Domination’s five-step COI method and how his team helps advisors write their own book that generates referrals. He also shares what marketing techniques are making advisors stand out and find prospects during COVID-19 and three marketing missteps to stop doing immediately.
In this episode, you will learn:
- How the upcoming U.S. election is impacting cost-per-lead ad spending on Facebook
- Why LinkedIn campaigns are working better than ever before for Seth’s clients
- How Seth’s COI system works and who it’s designed for
- Stories about professionals who’ve successfully used their book to generate referrals
- Three marketing missteps that advisors should avoid
- And more!
Tune in now to learn about marketing in the virtual space!
Resources:
Top Advisor Marketing | Market Domination LLC | Seth Greene on Linkedin
Brought to you by: iris.xyz
Tuesday Oct 06, 2020
Tuesday Oct 06, 2020
Millennials and Gen Zs are often left asking themselves, “Now what?” when they’ve received their first big paycheck or a windfall of money.
In this episode, Matt speaks with Brian Ursu, president of Intentional Wealth Advisors and the author of “Now What? A Practical Guide to Figuring Out Your Financial Future.” Recognizing that many people, including those who are just starting out, were never educated in financial planning, this book bridges that gap with practical advice for readers of all ages dealing with fiscal change.
Brian talks about how he wrote the book, who it’s for, and how his clients are using this book as a lifeline for teaching adult kids about money. Brian also explains how family meetings can play a role in positioning you as a family advisor for your clients’ children.
In this episode, you will learn:
- What prompted Brian to write his book
- How Brian uses his book in his practice
- Why adult children are more likely to take financial advice from a book vs. their parents
- How family advisors can impact their client’s adult children’s financial literacy
- Ideas for how to organize family meetings
- Brian’s advice for advisors who want to maintain multigenerational relationships with their clients and their families
- And more!
Tune in to learn how you can equip the next generation with financial knowledge and become their family advisor.
Resources:
Top Advisor Marketing | "Now What? A Practical Guide to Figuring Out Your Financial Future" by Brian Ursu | Brian Ursu on LinkedIn | Intentional Wealth Advisors
Brought to you by: iris.xyz
Thursday Oct 01, 2020
Thursday Oct 01, 2020
Are you thinking about starting your own podcast? Or, maybe you’re interested in boosting your podcast hosting skills.
Either way, you’re in for a treat!
Today, Matt speaks with Top Advisor Marketing’s professional podcast host Aric Johnson. Aric reveals what it takes to get listeners excited about your podcast, interviewing techniques that make listeners hang on your every word, how to promote your podcast, and more!
In this episode, you will learn:
- Questions to ask yourself before starting a podcast
- Four exclusive tips on how to instantly become a good podcast host
- Which interviewing techniques Aric swears by
- The biggest mistakes that podcast hosts make
- A new way to introduce yourself to centers of influence and prospects
- And more!
Tune in to learn how to become a podcast host that your audience adores!
Resources: Top Advisor Marketing | Aric Johnson on LinkedIn
Brought to you by: Iris.xyz
Tuesday Sep 29, 2020
Tuesday Sep 29, 2020
Imagine having original content that shows your ideal prospects what you do and who you serve.
Imagine prospects calling you up, ready to work together, because you’ve proven your knowledge –– and in fact, they already like you!
Today, Matt is joined by Jeremy Keil, the owner of Keil Financial Partners and host of the Retirement Revealed With Jeremy Keil podcast.
Jeremy shares how he uses original content to introduce himself to prospects. He also dives into his marketing misses and wins, and how he caught the attention of Harley-Davidson employees at a time when they needed his help the most.
In this episode, you will learn:
- The difference between branding and marketing
- Jeremy’s secret tips for never running out of podcast topics
- Marketing missteps that Jeremy wants you to avoid
- 5 ways to get your content in front of people on Google
- How Jeremy used content to put himself in front of Harley-Davidson employees
- And more!
Tune in now to learn easy ways to get in front of ideal prospects with your original content!
Resources: Top Advisor Marketing | Jeremy Keil on LinkedIn | Keil Financial Partners | Retirement Revealed With Jeremy Keil
Brought to you by: iris.xyz
Tuesday Sep 22, 2020
Tuesday Sep 22, 2020
Do you know how to track the different pieces of your digital marketing strategy? Do you know which marketing tactics are nurturing prospects effectively –– and which tactics could use some tweaking?
In this episode, Matt talks to John Lincoln, CEO of Ignite Visibility, about how to turn your digital marketing strategy into a lead-converting machine. John shares his secrets for converting traffic for less, increasing landing page conversion rates by up to 30%, and getting maximum visibility with a single piece of content.
In this episode, you will learn:
- What two components make digital marketing cohesive and trackable
- Which tool will tell you how many leads your content is getting
- Why setting up remarketing audiences is the future of the internet
- Four things your landing page must have for you to convert better than your competition
- How to tweak your landing page to convert traffic for less money
- How much gross revenue entrepreneurs should spend on marketing
- And more!
Tune in to learn how to fine-tune your digital marketing for higher conversions!
Resources:
Top Advisor Marketing | John Lincoln on LinkedIn | Ignite Visibility | Ignite Visibility on YouTube | Ignite Visibility's landing page (John recommends this format for advisors)
Brought to you by: iris.xyz
Thursday Sep 17, 2020
Thursday Sep 17, 2020
Major social media platforms have been quick to release features that help people adapt to working from home and avoid misinformation during COVID-19.
In addition to being helpful during a stressful time, these new features could make advisor marketing easier.
Today, Matt talks to Julia Ritchie of Top Advisor Marketing about the updates that Facebook, LinkedIn, and Twitter launched during the early stages of COVID-19. They walk you through each new feature and explore how advisors can use them to their marketing advantage.
In this episode, you will learn:
- How Facebook is keeping users informed during COVID-19
- About Facebook’s new virtual meeting capabilities
- How each platform is combating the spread of misinformation
- What email-inspired feature LinkedIn rolled out for premium users
- What new LinkedIn feature offers an easy alternative to webinars
- What new Twitter feature can help advisors be more present on this platform without taking extra time
- And more!
Tune in now to learn about new features on Facebook, LinkedIn, Twitter!
Resources:
Top Advisor Marketing | Julia Ritchie on LinkedIn | Blog: What’s New on Social Media (Q2) | Full Report: What’s New on Social Media (Q2)
Brought to you by: iris.xyz
Tuesday Sep 15, 2020
Tuesday Sep 15, 2020
Has the transition to relying more on technology during COVID-19 added to an already stressful situation –– or were you already using technology in your practice?
Today, Matt is joined by returning guest Andrew Healy, co-founder of Water & Wall, a marketing and communications company that works with brands across the financial spectrum.
Andrew talks about how RIAs who had been hesitant about video conferencing were suddenly forced to dip their toes in the digital pool when COVID-19 hit the U.S. He shares what advisors have done well from a digital-marketing perspective, how they’ve redefined the client experience, and what fundamental aspects of advice-giving had a chance to shine during the early stages of the pandemic.
In this episode, you will learn:
- Ways that RIAs day-to-day work has been impacted by COVID-19
- How RIAs have adapted to using new technologies
- What changes advisors have made to their websites during the pandemic
- 5 questions to ask yourself when choosing what type of content to create
- How to use your interests to differentiate yourself from other advisors
- Why Andrew believes that RIAs have done a fantastic job with strengthening existing client relationships
- And more!
Tune in now to learn how RIAs have managed to adapt with excellence during COVID-19.
Resources: Top Advisor Marketing | Water & Wall | Andrew Healy on LinkedIn
Brought to you by: iris.xyz
Thursday Sep 10, 2020
Thursday Sep 10, 2020
People no longer want to be sold to. That means the financial services industry must drastically change their approach to attracting new clients.
Today, Matt and Kirk talk about how to stop selling your services and start educating your ideal prospects. They explain why content marketing is essential for today’s advisors, why a LinkedIn sales pitch left Kirk shaking his head, and steps to take before you hire a branding company.
In this episode, you will learn:
- Why content marketing pre-qualifies prospects
- Why having too many referrals isn’t good for your business
- Actions to take with a cold audience before trying to convert them
- Which marketing tasks Matt and Kirk have outsourced –– and why they’re believers in leveraging external support
- Defining characteristics of a cult brand
- And more!
Listen now to learn how to start marketing to your ideal prospects on their terms.
Resources:
Top Advisor Marketing | Death By Referrals | The Fix by Chris Kneeland, Ryan Gill, and Rob Howard
Brought to you by: iris.xyz