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 Aug 28, 2018
Tuesday Aug 28, 2018
Have you ever wanted the opportunity to pick the brain of a financial rockstar?
To celebrate our hundredth podcast, Matt was fortunate enough to sit down with the one and only Michael Kitces and do just that.
Many of you will recognize Michael's name from his blog, Nerd's Eye View, but he is also a partner and director at Wealth Management for Pinnacle Advisory Group and the co-founder of the XY Planning Network and New Planner Recruiting. If you haven't found him through these avenues, you may have had the opportunity to hear Michael at one of his many speaking gigs (he rocks between 50-70 a year). With eight designations/degrees (yes, you read that correctly), Michael is one of our industry's leading experts on everything from marketing to markets.
Michael discusses his initial foray into the blog scene, and how he's grown in popularity and numbers through persistent writing and by creating high-quality content. Boasting over 200,000 unique viewers to his blog every month, Michael understands how to go from humble beginnings to superstardom.
Listen in today and discover what steps you can take to realizing your marketing dreams.
LINKS: Michael Kitces LinkedIn | Kitces.com
Thursday Aug 23, 2018
Thursday Aug 23, 2018
You may not realize this... but the holidays are right around the corner. And now for many of us are first instinct is to be overwhelmed. With the holidays come so many other important obligations. But here at Top Advisor Marketing Podcast, we've been thinking ahead and we want to ensure our listeners are able to enjoy the holidays. Because really, it is a time to have fun and celebrate. But it's also an important to for creating and delivering high quality pieces of communication.
Joining us today to discuss how to make your holiday schedule a little lighter is returning guest Luke Acree, President of ReminderMedia. Luke and Matt explore options for advisors that can be used during the holidays to ensure you're keeping up your touch count, but also providing high quality content to your audience. Taking the time to investigate your plan and strategy today will make for an easier December.
Listen in today to learn how you can stroke one item off your Holiday-to-do-list in August!
LINKS: Reminder Media Podcast | Luke Acree
Tuesday Aug 21, 2018
Tuesday Aug 21, 2018
This year has brought a lot of changes to our social media timelines. One of the key platforms that has experienced a dramatic shift is the tried and true Facebook. With everything that's happened when it comes to newsfeeds and ad features, are you curious if you're making the Facebook algorithm work for you?
Joining Matt today is one of Top Advisor's in house Social Media Specialists and Copy Writer Jessica Jackson. Matt and Jessica dive into how you can please the algorithm by controlling the few key areas you can to ensure maximum reach. Jessica also shares some strategies to optimize your organic posts to receive maximum reach and discusses ways to engage your audience to further leverage your post.
LINKS: Jessica Jackson Linkedin
Thursday Aug 16, 2018
Thursday Aug 16, 2018
On Top Advisor Marketing Podcast we are always looking for people who are doing something from a marketing perspective that is unique and different. We aim to provide our audience with a variety of techniques and strategies that can execute in their own offices to see their marketing transform into sales. Today's guest brings experience and her own unique twist to creating sustainable and successful marketing. Joining us is Kristen Judd of Money Secrets and Five Rings Financial.
Kristen has successfully used pretty much every medium you can to market her business. From an attractive (and useful) website, to Facebook Pages/Groups, and a consistently active LinkedIn Campaign, Kirsten utilizes many of the tools every advisor has access to with an incredible success rate. Kristen offers her own insight into her use of Videos (both live and recorded) along with one of her key event campaigns, Wine, Women, and Wealth. Kristen has taken her marketing to a place where not only has she developed a successful business, but she's also creating spaces to help women better understand their finances and their goals.
If you want to take your marketing and client experience to the next level, be sure to tune in the Kristen and Matt today!
LINKS: KRISTEN JUDD |
Tuesday Aug 14, 2018
Tuesday Aug 14, 2018
If you haven't noticed, we love to talk about your niche on Top Advisor Marketing Podcast. Having a real and focused niche enables advisors to make a larger impact in their area of interest, and grow their business exceptionally well. In today's episode we are diving back into niche financial planning with Marci Bair, President of Bair Financial Planning, and soon to be published author of the Social Responsibility Tool Kit.
With over 25 years of experinece working with female executives, LBGTQ+ communities, and progressive businesses, Marci understands just how crucial a niche is to a sustainable and profitable business. But how can you take this one step further? Matt and Marci dive into how you can undergo assessments and certifications to provide proof that you are operating and unique and one of a kind financial planning service. With a background in sustainable and socially responsible investing, Marci offers her unique input on the various ways you can undergo ESI/SRI certifications to ensure you're business is not just planning, but operating in a financially sustainable fasion.
If you're interested in learning how you can take your ESI/SRI business to the next level, or just want to know more about developing a strong niche market, listen in with Marci and Matt today!
LINKS: Marci Bair | Sustainable & Socially Responsible Investing 101 | Socially Responsible Investing Brochure
Thursday Aug 09, 2018
Thursday Aug 09, 2018
A major component of what we teach on Top Advisor Marketing is that marketing isn't sales. And sales isn't marketing. In order to best showcase this for our audience we've brought on an incredible new guest who's breadth and understanding of sales is sure to leave you feeling educated and fired up about catching that next sale. Today Matt welcomes TedX speaker, author, and owner of the Sales Whisper, Wes Schaeffer.
Wes broke out on his own in the world of finance in 2009. Since then he has developed a sales teaching system that is designed to ensure advisors are able to make those big sales with integrity (and without the hard close and profanity). Wes and Matt dive into some of his sought after techniques to improve your sales strategy and system. Included in this episode is a FREE copy of Wes' sales agenda. This product is the same one he uses every time he enters into a room with a prospect.
Never forget, the only way to grow your business is to grow your sales! Close 2018 with a strong final push and listen in with Wes today!
LINKS: The Sales Whisperer | Wes Schaeffer| Meet Wes |FREE Sales Agenda
Tuesday Aug 07, 2018
Tuesday Aug 07, 2018
Did you know that fewer than one in four CFP® professionals are women and it’s been that way for at least a decade? Financial planning can be a great place for women to work, grown and thrive. So, why is it not attracting more women? Its an industry about building relationships, problem solving, having control over your work and problem solving. All characterstics of a great field that should be appealing to both men and women.
Yet the continued male dominance has created a disparity in interest. Fortunately, on today's espiode of Top Advisor Marketing Matt welcomes Bridget Grimes and Katie Burke, co-founders of Equita Financial Network, and two females in finance seeking to correct for that difference.
Bridget and Katie designed Equita to provide the support women aren’t getting from the male led firms that dominate the industry. Equita provides a variety of support systems to women financial planners including networking, scholarship opportunities, peer to peer mentoring, and professional development. It also has a fee structure system designed to reward women as they grow their firms. All of these strategies have been thoughtfully implements to help women become increasingly successful in the financial field.
In addition to running the Equita Financial Network, Bridget is a newly minted author of Corner Office Choices, and both Bridget and Katie manage their own financial planning firms.
To learn more about how Katie and Bridget are changing the way women work in finance, be sure to listen in today or check our Bridget's new book, linked below.
LINKS: CORNER OFFICE CHOICES | Click here to listen to an exercpt of the book on iTunes | METHOD FINANCIAL PLANNING | WEALTH CHOICE
Thursday Aug 02, 2018
Thursday Aug 02, 2018
When you look around the room at financial conference, it's probably come to your attention that there just isn't much diversity in the crow around you. You may not even need to be at a conference to notice the lack of diversity in the financial sector, you may be able to tell simply from looking at your office.
If this sounds like you, first off you're not alone. And second, there are professional who can help you, such as this week's guest, Robyn Pollack.
Robyn is the president and founder of Trellis Consulting. As a business strategist with an expertise in diversity and inclusion, Robyn increases financial return by teaching organizations to leverage their D&I Initiatives more effectively.Through years of experience working with businesses as a restructuring attorney, Robyn understands first-hand that business goals, objectives and strategies can only truly be achieved in a culture that is grounded in cultivating and valuing all stakeholders equally.
Learn more today on how you can ensure you're promoting inclusion and diversity in your work place!
LINKS: MINDSET | ROBYN POLLACK
Wednesday Aug 01, 2018
Wednesday Aug 01, 2018
Do you feel as though your firm might be missing something? Or more specifically, someone? For decades now, many of us in the financial service industry have ignored 51% of the population, AKA the women. Matt is joined today by Barbara Provost of Purse Strings, LLC and Provost Consulting to discuss how you can change this and what opportunities there are for advisors to best serve women.
Barbara is an expert on women. With a doctorate in education she has spent the past 25 years building financial education products. Her experience and background create an ideal space to assist women in growing in their relationship with money, along with connecting with to properly vetted professionals.
If you're interested in how you can create a more female accesible practice to help women manage their wealth (who, by the way, are about 20 trillion dollars), Barbara has incredible thought leadership and insight to offer. Listen in today!
LINKS: www.pursestrings.co | www.bprovost.com | Barbara Provost
847-404-4580
Thursday Jul 26, 2018
Thursday Jul 26, 2018
One word we hear on repeat in the financial industry is niche. For many that means targeting a very specific population, whether that be people from a certain industry, company, or lifestyle. But have you ever considered breaking into the niche of sustainable finances? For many, SRI (Socially Responsible Investing) may just be a buzzword, but for today's guest it's a way of life and business.
In today's episode, Matt is joined by a woman who not only walks the walk, but has also built a successful business when it comes to niche marketing and sustainable finance. Social advocate and financial planner Kim Griego-Kiel joins Top Advisor Marketing Podcast to share some of personally history with sustainable investing, along with the fundamentals.
Kim is the president of Horizon’s Sustainable Financial Services, and has been in the sustainable investing industry for over 20 years. Kim walks Matt through the fundamentals of how a sustainable financial services business operates, and how other advisors can adopt similar practice to create lasting client relationships and portfolios.
If you’re interested in learning more about how you can create a strong portfolio that reflects your client’s values and passions, this is an episode you won’t want to miss!
Tuesday Jul 24, 2018
Tuesday Jul 24, 2018
In today's episode Matt is joined by the coach to the advisors, Stephen Wershing of Client Drive Practice. Together, Matt and Stephen discuss the important difference between a target market and niche. While everyone has a target market (that is a group of people you are specifically trying to attract to your practice), many advisors are still falling short of developing a strong and sustainable niche in their target market. A niche on the other hand is a unique experience you create to attract some of the individuals in your target market. Stephen and Matt dive into the particulars of what it takes to develop a strong and viable niche to drive people to your firm, and develop a strong referral marketing system.
LINKS: LinkedIn | Becoming Referable Podcast| The Client Driven Practice | Stop Asking for Referrals
Thursday Jul 19, 2018
Thursday Jul 19, 2018
In today's episode, Matt brings on one of Top Advisor's inhouse social media expert, Julia Ritchie to share her recent findings on updates to all our of major Social Media Platforms. Julia has an advanced degree in digital media and communications, and has been an important addition to our team. With changes to everything from user interface, to ad formats and new features, Julia and Matt explore the changes that will be impacting your summer social media experience. If you're interested insuring that your posts continue to please the algorithm, this is an episode you won't want to miss.
Tuesday Jul 17, 2018
Tuesday Jul 17, 2018
How often do you encounter the word "thought leader" in your daily consumption of content? As you might have guessed, it is a truism that thought leaders tend to be the most successful individuals or firms in their respective fields. However, thought leadership can be so much more than that. Today, Kirk and Matt discuss whether you have what it takes to become a thought leader. At Top Advisor Marketing, being a thought leader goes beyond the basic definition. It's not a pedigree. It's not about where you went to school. Thought leadership is about providing the best and deepest answers to your clients' biggest questions in the format they prefer. If you're ready to task yourself with becoming a thought leader, listen in and find out how you can use what you know, and who you know, to take your expertise to the next level.
RESOURCES: Russ Alan Prince and Bruce Rogers - ContributorBlog Post: What is a Thought Leader?
Michael Brenner Article: What Is Thought Leadership? And When You Should Use It?
Thursday Jul 05, 2018
Thursday Jul 05, 2018
Today, Matt Halloran brings on two former guests Gwynn Sharick-Elberson and Joanne Giardini-Russell from Boomer Health Group. Gwynn and Joanne guide you through determining your Influencers vs Strategic Partners and how you can use strategic partnering to grow your practice. While influencers are often about uplifting and providing you with tools to get strategic partners, and Gwynn and Joanne are here to make sure you capitalize on grabbing those partnerships to reach your next goal as a financial advisor.
Tune in to listen to Gwynn and Joanne, who's thought leadership will help you better understand and utilize both types of relationships!
Tuesday Jul 03, 2018
Tuesday Jul 03, 2018
Today, Matt Halloran brings on Heather Wilson from SEI to discuss the power of Social Media and financial advising. At SEI, Heather is a social media manager who is responsible for overseeing multiple advisor accounts, giving her the real world experience to provide credible advice for you. Heather takes listerens on a guided tour of her world, and how she capitalizes on social media. With that in mind, Heather and Matt discuss what you can be doing NOW to reach out to your audience and grow a stronger relationship for those who follow you.
Tune in to find out how to manage your social media so that you can maximize your outreach!
LINKS: Heather Wilson | 5 Tactics to “Untroll” Your Online Trolls
Thursday Jun 28, 2018
Thursday Jun 28, 2018
Today, Matt Halloran and Kirk Lowe discuss what it takes to make a great website. Great websites are made up of multiple components. To get that great website feel you have to want it, and understand the crucial role it plays in any business. You need to spend time to make sure your website has clear communication, and is focused on inspiring and driving referrals. Matt and Kirk are here to give you the proper keys to unlocking your websites potential.
Tune in to find out how you can use the WOW Website Formula to form a stronger communication to your clients and potential customers!
Tuesday Jun 26, 2018
Tuesday Jun 26, 2018
Today, Matt Halloran brings on a friend and a past colleague, Justin Koehler. Justin is the Director of Sales at Fusion Capital Management and is bringing some marketing tactics and insights that will help you free up your time so that you can be more efficient with marketing. Justin goes personal and explains his goals, what empowers him, and also how you should be always changing, evolving to become a better you.
Tune into this episode to learn more about marketing, yourself, and how Justin has evolved. Just like you should!
LINKS: JUSTIN KOEHLER | FUSION CAPITAL MANAGEMENT
Thursday Jun 21, 2018
Thursday Jun 21, 2018
Today, Matt Halloran and guest Karim Rashwan from Advisor Stream discuss the growth of Advisor Stream and how the digital age is an important outlet to grow you practice. Linkedin, Twitter, YouTube, and Facebook to name a few are the newest tools to take you to the next level. Karim dives deep on digital marketing and the scalability of this digital age for advisors and how you can execute properly and keep up with the times!
Tune in to meet Karim, and how you can grow your practice with digital marketing!
LINKS: ADVISOR STREAM | KARIM RASHWAN
Tuesday Jun 19, 2018
Tuesday Jun 19, 2018
On this final installment of the series, Matt Halloran and Kirk Lowe talk about that sought after level of internet success - going viral!
One of the best way to do this is to pay attention to how other viral pieces are blowing up and grab those important pieces content to formulate your own. But even with great thought leadership, you have to get your blogs out there! So, the most important part to going viral is setting up your nurture sequence so that you can show value to your prospects. The goal is to engage an audience and become a positive marketing piece to leverage yourself. Social media is also a very important piece to your prospecting and you will want to utilize all the features on all platforms. Tagging, mentioning, and hashtags are just the few that can help you target your audience, and engage them in your practice.
Tune in to find out how you can set yourself up to engage audiences and set yourself up to be a viral hit. You don’t want to miss out on this powerhouse of an episode.
Thursday Jun 14, 2018
Thursday Jun 14, 2018
Today, Matt Halloran introduces the Top Advisor Community to Don Whalen. Don is a registered CFP and Co-Founder of Precise FP. Don isn't your ordinary CFP, and provides a unique view of working with advisors. His inspiration for work? Engaging his audience while also helping his clients do the same. Don strives to help financial advisors step-up their practice, and paving the path for those that want to present great content to their desired communities.
Tune in to find out more about Don, what he does, and how he can help you reach your advisor goals!
You don’t want to miss out on this episode!
LINKS: DON WHALEN | PreciseFP