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
Tuesday Sep 08, 2020
Tuesday Sep 08, 2020
You might have excellent content that’s dedicated to making your niche audience’s lives better. Now it’s crucial to make sure your prospects see your content and that it’s easy to consume.
Today, Matt speaks with Malcolm Ethridge, the executive vice president at CIC Wealth Management and cohost of Manage Your Damn Money, a tv show and podcast. Malcolm shares how he uses content marketing, including podcasting, to reach his prospects with the education they’re looking for. He also points out the benefits of housing all of your content in one digital space.
In this episode, you will learn:
- How content marketing is replacing selling for advisors
- What pieces of content make up Malcolm’s marketing strategy
- How Malcolm inspires prospects to take action after they’ve consumed his content for an extended period of time
- Ways to make it easy for people to find and enjoy your content
- How Malcolm works with younger generations and maintains a level of profitability
- And more!
Tune in now to learn how you can centralize your content and make sure the right people are consuming it!
Resources:
Top Advisor Marketing | Malcolm Ethridge on LinkedIn | CIC Wealth Management | Malcolm Ethridge Website | Manage Your Damn Money
Brought to you by: iris.xyz
Tuesday Aug 25, 2020
Tuesday Aug 25, 2020
If you get super specific with your Facebook Ad targeting, will enough people see your ads?
Will you be competing for visibility with Facebook Ads from large financial companies?
Today, Matt speaks with Kelley Doutre, founder of Sweet Honey Marketing, about how to get your Facebook Ads in front of the people you’d love to serve. You will also learn how often to post on Instagram and Facebook and why it’s time to stop overlooking Instagram as a marketing tool.
In this episode, you will learn:
- How to build the like, know, and trust factor throughout the customer journey
- How Facebook Ads differentiates between small advisors and big advisors
- Why you shouldn’t worry about having to compete with large companies’ Ads
- What will compel people to click on your Facebook Ads
- How often financial professionals should post on Instagram and Facebook
- Which one is the best option for building a community: Pages or Groups?
- And more!
Tune in now to learn how to use Facebook Ads to build relationships with your ideal clients.
Resources:
Top Advisor Marketing | Sweet Honey Marketing | Kelley Doutre on LinkedIn
Brought to you by: iris.xyz
Thursday Aug 20, 2020
Thursday Aug 20, 2020
Top advisors are champions in the industry because they’ve strategically moved their companies forward by gaining a competitive advantage.
In today’s episode, Kirk and Matt unpack eight ways to increase your competitive advantage. Kirk draws from what he learned in university combined with cutting edge trends to give you actions you can take right away to stand out from the crowd.
You will learn:
- Why being adaptable opens up huge opportunities for advisors
- Ways to make your business more effective in its operations
- Why you shouldn't be doing everything at all times in your practice
- How to create a community-feel that sets you apart from the competition
- What having a powerful “why” can do for your company
- Ways to be vocal about how you’re involved in the community
- And more!
Tune in now and learn 8 powerful ways to separate yourself from the competition!
Resources: Top Advisor Marketing
Brought to you by: Iris.xyz
Thursday Aug 13, 2020
Thursday Aug 13, 2020
Lead generation is dying a slow, wonderful death. Large numbers of leads are no longer the ticket to marketing success for advisors.
Today, Matt and Kirk dive into four ways to increase your quality of prospects –– and stop focusing on quantity. They highlight the power of being omnipresent with your marketing and how to attract, intrigue, engage, and influence to build quality leads.
In this episode, you will learn:
- Why marketing for quality breeds focus in your business
- Examples of how to create advocacy, which attracts business
- Ways to get your expertise in front of new people on social media
- How to become omnipresent online (and why it doesn’t have to be hard)
- Why it’s important to have your own content (and not just share other people’s content)
- And more!
Tune in now to learn four ways to increase your prospect quality!
Resources:
Top Advisor Marketing | Episode 161: The Top 10 Arguments Against Niche Marketing – and Why They’re All Wrong! | iris.xyz | Idea Decanter
Brought to you by: iris.xyz
Tuesday Jul 21, 2020
Tuesday Jul 21, 2020
Today, Matt talks to Jeremi Karnell, president and COO of Truelytics. Truelytics is a leading business-intelligence SaaS (software as a service) platform in the wealth management sector.
Truelytics is the first end-to-end data-driven platform that helps wealth management enterprises recruit, grow, and retain businesses while reducing time and costs related to transitions.
In this episode, you will learn:
- About Truelytics’ four models: TrueRecruit, TruePerformance, TrueContinuity, TrueMatch
- Which transitions Truelytics is designed to help advisors navigate with less time and costs, including “the great transition”
- Which costs Truelytics reduces during transitions
- How this software helps advisors focus on what they should be focusing on
- The most beneficial lessons Jeremi has learned from being a serial entrepreneur
- And more!
Tune in to learn how Truelytics can decrease your costs and time during your firm’s transitions.
Resources:
Top Advisor Marketing | Truelytics | Jeremi Karnell on LinkedIn | Jeremi@truelytics.com
Brought to you by: iris.xyz
Thursday Jul 16, 2020
Thursday Jul 16, 2020
Do you have fans or skeptics showing up to your advisor webinars?
Fans are familiar with your work. They understand exactly how you help your niche. And they’re eager to invite their network to your webinar.
Skeptics are the complete opposite. But they’re the people who usually attend advisors’ webinars.
Today, Matt and Kirk teach you how to turn someone into a fan before they show up at your webinar. You will also learn ways to think like a big company as you approach your marketing, which is a key to converting webinar skeptics into fans.
In this episode, you will learn:
- The differences between a skeptic and a fan
- The downfalls of focusing on short-term marketing outcomes
- Ways to nurture your attendees before and after the webinar
- The differences between a strategy and a plan
- How to think like a big company, but market like a small company
- And more!
Tune in now and learn how to fill your webinars with fans!
Resources:
Brought to you by: iris.xyz
Tuesday Jul 07, 2020
Tuesday Jul 07, 2020
What does it mean to be an ally? What are some ways that you can be more inclusive in your workplace?
Today, Matt speaks with Julie Kratz, a TEDx speaker, inclusive leadership trainer, executive coach, author, and founder of Next Pivot Point, about how to be an ally for women and underrepresented groups in a white male-dominated industry. They also discuss how to take an inventory of your privilege and how to be inclusive in client meetings.
In this episode, you will learn:
- How to evaluate whose voices are being heard in your organization
- What microaggressions are and how they affect women in the workplace
- Tangible ways to be more inclusive in your workplace
- Ways to be an ally
- How to know if you tend to mansplain (and how to stop)
- Ways to be inclusive in your client meetings
- And more!
Tune in now to learn about diversity, inclusion, and becoming an ally in your workplace!
Resources:
Top Advisor Marketing | Next Pivot Point | Julie Kratz on LinkedIn
Brought to you by: iris.xyz
Thursday Jul 02, 2020
Thursday Jul 02, 2020
Once you’ve shot your video, it’s time to get this new content in front of your audience.
In part three, Matt talks to Laura Garfield and Sharon Gottula of Idea Decanter about how to get the most marketing mileage out of your video. Laura and Sharon unpack four marketing steps and explain how to execute them in ways that are measurable for you and highly appealing and accessible to your audience.
In this episode, you will learn:
- How to prevent YouTube from suggesting other people’s “up next” videos to your audience
- How to decide where to post your videos
- How to email your videos without sending a big file
- Best practices for posting videos on social media
- How to track the success of your videos
- And more!
Tune in now to learn four proven ways to market your video!
Special offer for our listeners: Get Idea Decanter’s free guide: “Six Steps to Attract New Clients With a Video.” Email Laura Garfield with “Top Advisor Marketing” as the subject, and she will send you a copy!
Resources: Top Advisor Marketing | Idea Decanter | Laura Garfield on LinkedIn | Sharon Gottula on LinkedIn
Brought to you by: iris.xyz
Thursday Jul 02, 2020
Thursday Jul 02, 2020
It can feel nerve-wracking to be in front of a camera, especially if it’s your first time shooting a video.
In part two, Matt is back with Laura Garfield and Sharon Gottula of Idea Decanter to help you prepare for shooting your video. Laura and Sharon walk you through the best equipment and camera angles to use, how to prepare your message, and what it’s like to shoot video with their help.
In this episode, you will learn:
- Which angles and poses to use in your videos
- How to find your message, even if you have no idea what it is
- The difference between talking at someone versus talking to them
- How Laura and Sharon make it easy for compliance to review your video
- How to gear your video to a specific audience
- Tips for feeling comfortable and being personable in your video
- And more!
Tune in now for tips to help you prepare for your video shoot!
Resources: Top Advisor Marketing | Idea Decanter | Laura Garfield on LinkedIn | Sharon Gottula on LinkedIn
Brought to you by: iris.xyz
Thursday Jul 02, 2020
Thursday Jul 02, 2020
How can advisors become more memorable to clients in a short amount of time?
In today’s episode of Top Advisor Marketing Podcast, Matt kicks off a three-part mini-series with Laura Garfield and Sharon Gottula of Idea Decanter. In part one, Laura and Sharon explain how to be authentic in your videos, how to keep compliance happy, and video blunders to avoid.
In this episode, you will learn:
- What to talk about in your videos (and what to leave out)
- How to hook your audience in the first 10 seconds of your video
- Why personal stories are a game-changer for your video content
- How to make compliant-friendly videos
- And more!
Tune in to learn from two experts in video creation for financial services!
Resources: Top Advisor Marketing | Idea Decanter | Laura Garfield on LinkedIn | Sharon Gottula on LinkedIn
Brought to you by: iris.xyz
Tuesday Jun 23, 2020
Tuesday Jun 23, 2020
Do you know to think like a journalist in order to get your expertise published?
In this episode, Matt talks to Marie Swift, president and CEO of Impact Communications, about PR hacks that advisors can use right away. Marie also explains why now is the time for advisors to be bolder with their client communications, COI interactions, online visibility, and content-driven marketing.
In this episode, you will learn:
- How Impact Communications helps advisors with public relations
- Why Marie encourages advisors to cross-market –– and ideas for who to work with
- How to think like a journalist to get your content published
- How to become more discoverable to journalists
- Why authority and credibility marketing is working well for advisors
- And more!
Tune in now for PR tips that every advisor needs to know.
Resources: Top Advisor Marketing | Impact Communications | Marie Swift on LinkedIn | Marie Swift’s Blog | News Page
Brought to you by: iris.xyz
Thursday May 07, 2020
Thursday May 07, 2020
If a marketing expert promises you results that seem too good to be true, it probably is.
In this episode, Matt and Kirk discuss why they believe it’s irresponsible for “marketing gurus” and “lead-generation experts” to claim that they can fill financial advisors’ pipelines and get them 10X the results. They also talk about what advisors have to gain by shifting away from a “quick win” marketing mindset.
In this episode, you will learn:
- Why the promise of 10X and filling your pipeline is problematic
- How to validate these promises
- Why silver marketing bullet is not a sustainable pursuit
- What to do if you’re approached by aggressive marketers that trying to sell you short-term success
- And more!
Tune in now to consider a new way to think about quick-win promises from marketers.
Resources: Top Advisor Marketing | Kirk's LinkedIn post | Death By Referrals
Brought to you by: iris.xyz
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
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
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
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
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
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
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
Thursday May 16, 2019
Thursday May 16, 2019
Your host, Matt, welcomes returning guest Barb Provost to the show to discuss her latest training program: Reach, Engage, and Earn The Female Dollar.
No stranger to hard work and challenges, Barbara is the Founder of Purse Strings LLC. Her professional experience, active research, and continuous data gathering activities, led her to discover that women are a tremendously underserved market, to the tune of 20-trillion dollars. And yet, financial firms are leaving this money on the table by failing to engage women.
With that discovery in mind, Barbara developed expertise on what these institutions need to do in order to reach and engage women. She has created the first empowerment, education, and training tools to earn the vast spending power of the female dollar.
On today's show, Matt and Barb discuss concrete steps you can take as an advisor to improve your approach to working with women and tap into that 20-trillion dollar market. Listen in to hear Barb's expert advice and discover what changes you can make to earn that female dollar!
Top Advisor Listener Special!
SUPER SUMMER SALE - REACH, ENGAGE, AND EARN THE FEMALE DOLLAR
In a comprehensive 3-week online workshop, you will gain the insight you need to earn the respect and trust of 51% of your market — women!
Led by renowned expert and consultant to the World Bank/IFC and owner of Purse Strings LLC, Dr. Barbara Provost! You’ll walk away with the tools and strategies you need to set your business on FIRE this summer! Barbara is an adult educator and financial services consultant who knows what women want and will give it to you straight!
Even better, there is a limited Super Summer Sale discount! and it’s only $249! PLUS, you will earn 12 CE credits when you complete the course.
Sign up today at: http://bit.ly/earnthefemaledollar
Links: Purse Strings - Reach, Engage, and Earn the Female Dollar | Women as a Focus Video | Purse Strings |