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 Jun 12, 2018
Tuesday Jun 12, 2018
Today, on the sixth instalment of the 7 Dynamic Digital Prospecting Tactics, Matt Halloran and Kirk Lowe discuss the importance of writing a blog!
Kirk has been writing blogs for years and knows the ins and outs of a blogs success. He's got some tips for you to ensure your blogs are read and shared widely. The importance of blogging is that you can receive great feedback from your community, but also gain more traffic to benefit your SEO. Invite guest bloggers, and share conservatively. Your thought leadership matters and blogs are a great way to showcase what you know.
Tune in to find out how you can benefit from starting a blog!
Top Advisor Marketing|9 Best Practices For Your Advisor Blog|5 Steps to Creating Great Financial Content|
Tuesday Jun 12, 2018
Tuesday Jun 12, 2018
In today's episode, Matt Halloran introduces Joseph Merlino who is here to guide you through value creation. When you think of the word value what do you think of? For many financial advisors it can be difficult to identify values, let alone share the with others. But there is help! Joseph wants to show you some effective ways to show more value to your clients and potential prospects so that they know their getting the best services possible.
Tune in to find out how you can create more value, and sharpen up your processes with your clients!
Tuesday Jun 05, 2018
Tuesday Jun 05, 2018
Today, on the next instalment of the 7 Dynamic Digital Prospecting Tactics, Matt Halloran and Kirk Lowe discuss the value in a white paper. A white paper is a persuasive, authoritative, in-depth report on a specific topic that presents a problem and provides your solution. This is an important part to practice, as a white paper can establish credibility, and attract more traffic to your website and services. It's important to share the white paper, and make it a downloadable piece so that prospective clients can view and solidify your position.
Tune in to find out how you can use a white paper to spark some movement in your practice!
Thursday May 31, 2018
Thursday May 31, 2018
Today, Larry Miles, a principal at AdvicePeriod talks about what most financial advisory firms get wrong in customer experience. Luckily, as a firm this is something you can take control of and change. Culture, Technology, and specifically your team can help boost morale and create memorable customer experiences that will seperate your firm from the rest. Part of this is continuously adapting and changing with the times. When you're upgrading your firm's technology, and focusing on connecting with customers, you will only be propelled further.
AdvicePeriod lives by the quote "If culture doesn't fit, nothing else matters", you should too.
Tune in to find out how you can grow your company culture, and create rewarding experiences for both your team and your clients.
Tuesday May 29, 2018
Tuesday May 29, 2018
Do you have a facebook page? Struggling to find your audience?
Today, Matt Halloran and Kirk Lowe discuss the importance of social media and using Facebook as a medium to reach your audience. Facebook is a platform that can showcase your personality, and most importantly your vision. The platform itself is a gateway to transparency, which can allow your audience to have a personal connection with you and your practice. Matt and Kirk discuss how character, personality, and balancing your expertise can help mould your network and establish a connected community.
Tune in to find out how you can manage Facebook, and become an online influencer!
Friday May 25, 2018
Friday May 25, 2018
Today, Matt Halloran is joined by Mike Thurman to discuss White Glove Workshops and how they can transform you into a seminar master. As many in the financial industry know, seminars are a crucial way for you to share your voice and grow your prospects. But for some, speaking in front of crowds of people is difficult to do. Mike Thurman has completed thousands of seminars helping everyone from medical to financial, and creates impactful leadership thinkers to make sure you are getting the best out of your seminar.
If you're struggling to drive in leads when you host a seminar, tune in today to find out how you can use White Glove to achieve your prospecting dreams.
LINKS: MIKE THURMAN | WHITE GLOVE WORKSHOPS
Tuesday May 22, 2018
Tuesday May 22, 2018
Have you ever thought about starting your own Podcast?
Today, Matt Halloran and Kirk Lowe talk about how to elevate your practice with podcasting! Podcasting is a great way to share your vision to an audience. Here at Top Advisor, we want to show you how you can shape your talent, and your voice to be a successful catalyst in your field. Doing some homework, and developing your podcast connections will allow you to find your community. You do not want to miss out on today's podcast.
Do you want to know how to kickstart your podcasting career?
Grab the Top Advisor Marketing Podcast Guide: Here
Thursday May 17, 2018
Thursday May 17, 2018
Do you want to connect with other thought leaders?
Today, Matt Halloran and Kirk Lowe discuss one of the most important techniques; being a podcast guest! It is important that you connect with other podcasters and cross-promote to become a more prolific voice in your community. Your thought leadership needs to be heard, and working with others that share the same influence will generate growth, and activity to your practice. It's also an incredible way to give back to your community, and maybe find a few of your own podcast guests!
Tune in to find out how you can connect with others podcasters in your field!
Thursday May 10, 2018
Thursday May 10, 2018
Today, Matt Halloran is joined by Willa Silver, a talented sales professional with over 35 years of experience specializing in advisor practices. Willa recently became the owner of “New Language of Sales”, which is a coaching service that helps new time salesman find their feet in the industry.
Together, Willa and Matt discuss the importance of referrals and good marketing. Getting referrals starts with your attitude, your approach, and your consistency to practice. For some, it is hard to ask someone else for referrals in fear of feeling incompetent. But no fear, Willa is here to direct you in the right direction and show you how you can become a strong connector and influencer in your practice.
Tune in to find out how you can gather more referrals, and be a connector within your community!
LINKS: WILLA SILVA
Thursday May 03, 2018
Thursday May 03, 2018
Welcome to the first installment of the 7 Dynamic Digital Prospect Techniques with Matt Halloran and Kirk Lowe. These techniques are 7 tried and true methods Matt and Kirk want to share with you to help you grow your prace. In their first segment, Matt and Kirk discuss the value of increasing your LinkedIn connections. LinkedIn can be an incredible marketing tool for advisors if used effectively. It's important to understand the value of creating conversations and gaining influence in your network to build momentum. With time and diligence you can generate enough interest for people to reach out to you in search of your expertise. Creating this kind of online community is one of the many ways to create a dynamic digitial presence and strong customer relationships.
Tune in to find out how you can use LinkedIn to reach your audience!
Thursday Apr 26, 2018
Thursday Apr 26, 2018
Today, Matt Halloran interviews Daniel Crosby, a P.h.D graduate and the author of “The Laws of Wealth”. Daniel and Matt discuss the 10 commandments of investor behaviour that every investor should live by. Changing your behaviour, and reapproaching investing with a stronger mindset, will allow you to invest and focus on managing your fees, setting aside money, and diversifying your assets, instead of focusing on other extremities that don’t apply to you and your portfolio. These steps will allow you to manage what matters most instead of getting lost in your investing emotions.
Tune in to find out what you can do to change your behaviour to become a better investor.
Saturday Apr 21, 2018
Saturday Apr 21, 2018
99% of your marketing messages are probably getting ignored.
Tom Poland, a well known author and marketing official discusses why your marketing messages are just not working. Learn the process on how to be a more effective communicator, so that you can become a unique identity in your market.
Tune in to find out how you can cut through to your audience and reach more clients.
LINKS: TOM POLAND | LEADSOLOGY
Thursday Apr 12, 2018
Thursday Apr 12, 2018
Are you ready to get off the treadmill and have more energy and free time?
Do you find it difficult to say no to a client, even when they are not the ideal client for your business? Or do you find you are spending a lot of time training junior advisors, and not spending enough time focusing on the clients you love to work with?
In this episode Matt and Kirk explore 3 Categories of your business model may fall into, and what you can do to help change your business model so you can optimize your time and work with the clients you love to work with!
Sometimes you have to take a big step back to take a big leap forward.
Tuesday Apr 10, 2018
Tuesday Apr 10, 2018
Matt and Kirk are joined by returning guest, Dr. Jack Singer to discuss how to overcome adversity in your practice. So many of us today struggle with fears and negitive thoughts in our personal and professional lives. However, are you considering how these thoughts can impact your performance and success within your practice?
Dr. Jack shares his 7 step process on how to identify triggers for these adverse thoughts and what YOU can do to overcome them. Through the power of positive self talk, you can learn to re-phrase the messages from your mind in a positive manner, and use that energy to create lasting business and personal success.
The first steps begin with you. If you're asking yourself if you need help, or who is someone that believes in your, or you're simply ready to bring your head 100% into the game, listen in today!
Free Consulation 949-481-5660
LINKS: LATEST e-COURSE | DR JACK SINGER
Thursday Apr 05, 2018
Thursday Apr 05, 2018
Matt is joined by entrepreneur, and coach Chris Hines, to discuss the power of a niche in developing your business. Chris is an expert on doing what you love, and increasing productivity in your business. Often doing what you love is a both a specific and general thing. As a financial advisor you may love helping people, but in specific terms you love helping baby boomer retirees who worked in finance. Sound specific? The deeper your niche is, the easier it is to eventually sell your product. Chris describes how you can begin to target audiences and specific people to create a strong and lasting connection with your client. And ultimately maximize your results.
Tune in to find your market.
Article: FIND YOUR NICHE | CHRIS HINES | CHRIS HINES WEBSITE | INSTAGRAM | MINI COURSE: DO WHAT YOU LOVE | PRODUCTIVITY TRAINING
Tuesday Apr 03, 2018
Tuesday Apr 03, 2018
For the first time in the shows history, Matt and Kirk are diving into the topic of sales. Now this isn't a podcast about the terrifyingly vauge world of sales. The title of this podcast tells it all, we are here to provide you with the basis to begin your own Mindset of a Sales Champion. To help you start the process, we are are joined by Eric Lofholm key note speaker, sales trainer, published author and the owner and president of Eric Lohfolm International.
In our culture there is a stigma of sales. When we think of a sales person we often think of that greasy car salesmans who twists your arm into buying your next lemon on wheels. However, in the world of financial advisors, if you aren't willing to become an active sales person and explain to people the necessity of your services you can be missing out on the opportunity to double your income stream.
With Eric's help you can learn how to overcome your fear of being a "sales" guy, and how to simple technqiues can change the way you and your clients view sales.
LINKS: ERIC LOFHOLM | ERIC LOFHOLM INTERNATIONAL
Tuesday Mar 27, 2018
Tuesday Mar 27, 2018
Matt and Kirk are joined by an incredible duo from the financial industry, Joanne Russell and Gwynne Elberson. Joanne is the owner and operator of Boomer Healthcare Group where she along with Gwynn are Medicare specialists. Today with Matt and Kirk, Joanne and Gywnn explain how YOU can use Medicare to market you services and differentiate yourself from the competition. Joanne and Gwynn detail their personal successes with Medicare marketing, and provide some step by step information that you can use to start creating a complete serice today.
LINKS: JOANNE GIARDINI RUSSELL | GWYNN SHARICK ELBERSON | BOOMER HEALTHCARE GROUP |
Thursday Mar 22, 2018
Thursday Mar 22, 2018
Jay Mooreland, the founder of the Emotional Investor, joins Matt today to discuss behavioral finances. Titled by Matt as the "investor of all investors", Jay's career began as a CFP then developed into becoming a behavioral coach. With the recent market dips, emotions are back playing a major role in the financial markets, and this is an epsiode you won't want to miss!
LINKS: JAY MOORELAND | THE EMOTIONAL INVESTOR
Tuesday Mar 20, 2018
Tuesday Mar 20, 2018
In what may be our most organic podcast to date, Matt is joined by President and CEO of Pareto Systems, Duncan MacPherson. In addition to his incredible business, Duncan is also the author of "Advisor Playback" one of the most sought after books on the market when it comes to being a financial advisor. In this uniquely style podcast, Duncan is excited to bring our listeners a consultation and actionable process, rather than a lecture.
Matt and Duncan dive into the changing philosophy of advisor mindsets, along with the evolving process involved being a quality financial advisor. Duncan offers an extensive understanding of these changing practices, along with reliable content you can execute in your current practice to ensure you're working towards your future self. If you want to be satisfied with you business, and have satisified clients, you need to be practicing TOTAL CLIENT ENGAGEMENT. Duncan's revolutionary system for considering client satisifaction may be the key to turning around your business. Listen today!
LINKS: DUNCAN MACPHERSON | TOTAL CLIENT ENGAGEMENT | THE ADVISOR PLAYBOOK
Thursday Mar 15, 2018
Thursday Mar 15, 2018
Matt and Kirk are happy to welcome back returning performer Dave Crenshaw to Episode 61! Dave is the master of building productive leaders, and has appeared in Time Magazine, USA Today, Fast Company and BBC News. In addition to his business as a key note speaker, and his sought after LinkedIn Courses, Dave is a three time author, including the best selling time management book The Myth of Multitasking. In today's episode, Dave dives into some of the key components of his book including the science behind multitasking, how to handle people who claim to multitask, and what's the best way to move away from your old multitasking ways. If you're ready to improve your productivity and get focused, listen in today!
LINK: DAVE CRENSHAW | DAVECRENSHAW.COM | THE MYTH OF MULTITASKING