Top Advisor Marketing

12 Days of Marketing - Episode 3 Defining Your Ideal Client

In Episode 3 of the 12 days of marketing, Matt dives into defining our ideal client. Who fits your mold to enter into the lifelong partnership that takes place between a financial advisor and their client? If you don't know who you're looking for, how will you know if you have them? Matt breaks down the key steps to discovering who is perfect for your business, and what it takes to get them. 

 

 

12 Days of Marketing - Episode 2 The Difference Between Marketing and Branding

In Day 2 of the 12 Days of Marketing, Kirk is going to walk you through the critical differentiation of branding and marketing in your business. The key message of this podcast is that it is crucial to pull your branding out of marketing, and understand that your brand is your story. You need to know why your different, and what your value is before you can expect any prospective clients to know that.

12 Days of Marketing - Episode 1 Your Marketing Mindset

This holiday season, Matt and Kirk are offering up 12 podcasts to help you prepare your business for 2018 with your best marketing plan yet! In the preimer episode of the 12 Days of Marketing, joing Matt and Kirk as they dive into developing your marketing mindset. Understand tactics that work for your business to help you build trust and brand awareness, while leaving behind any ineffective tools in 2017. Want more information about how to kick ass in 2018? Download a copy of our white papers today - they're free!

LINKS: DEATH BY REFFERALS | THE FUTURE OF REFERRALS

Episode 50 - Tony Vidler and the Fee Based Advisor Model

In our 50th episode of Top Advisor Marketing, Matt and Kirk are joined by the adviser to advisors, Coach Tony Vidler. Having been coaching for decades, Tony understands the best models for running a succesful advisor business. In this episode Tony dives into the fee based advisor model, and how it can benefit not just your business but your personal life. 

 

LINKS: LinkedIn |  SlideShare  |  Tony Vidler

Episode 49 - Bob Burg and the Go-Giver Way

In this latest epsiode of Top Advisor Marketing, Kirk and Matt are pleased to welcome saught after speaker and international best selling author Bob Burg. Bob is well known for his book, ”The Go-Giver", along with the other books in the Go-Giver series.  This series discusses how in the business world the best way to achieve success is to be constantly giving.  Nearly a decade since it was first published, The Go-Giver is still gaining momentum and was awarded the 2017 Living Now Book Award – Evergreen Medal for Personal Growth. With our hosts, Bob dives into how constantly and consistently providing value to others will help you conduct not only nice business, but the most profitable. 

 

Links: Bob Burg | The Go-Giver | Buy Now

Episode 48 - The New Advisor Reality - 100% Outsource Marketing

As demands on financial advisors become more intense, Matt and Kirk offer a solution to all your marketing needs - Outsourced Marketing. In this episode, the guys discuss the complexities of creating a solid marketing plan from foundation to execution and the challenges many financial advisors face when DYI'ing their marketing: canned marketing, ineffective or inefficient marketing or trial and error marketing. With the ability to access service around the globe through your computer, it's now easier than ever to outsource your marketing to a team of highly skilled experts, at a fraction of the cost of in house training and salary. This episode will give you all the insight you need to make the right call for your practice and your marketing plan for 2018. 

Episode 47 - First Impressions, Dressing for Success with Patti Morrison

Matt and Kirk welcome guest Patti Morrison in their latest episode of TAM Podcast. Patti Morrison owns and operates Image Strategist in Vancouver Canada, and has worked in the fashion industry for over 25 years. Recently she has become a best selling author with the release of her book "First Impressions, Dressing for Impact". Taking all of her knowledge and experience, Patti walks Matt and Kirk through the basics of creating an impactful outfit, understanding the importance of clothes in the business world, and the steps to making a wardrobe that suits you and your goals. 

LINKS: PATTI MORRISON | FIRST IMPRESSIONS, DRESSING FOR IMPACT

Episode 46 - #1 Marketing Tactic of Top Advisors

Kirk and Matt dive into the deep end of marketing tactics for a niche advisor. It's important when developing your brannd and business to capitlize on small markets, whether its government employees, blue collar business owners, or adventure junkies, cartering your brand to your ideal clients is the best way to get them through the door. Matt and Kirk explain all of this while walking you through the 10 reasons to have a niche persona. 

Episode 45 - To Book or Whitepaper

Do you have lots of great content ideas rattling around in your brain - but are't sure what the best direction is for publication? Kirk and Matt dive into this question in Episode 45 as they discuss the advantages and disadvantages of white papers vs books. Matt has published 2 books, and Kirk has authored over 20 white papers, and both can highlight that each option is circumstance dependent. If this is your first foray into publication, Kirk and Matt discuss that a white paper is an ideal starting point... and just may get you that book deal you're looking for!

LINKS: Anatomy of a White Paper

Episode 44 - 7 Ways to Make Your Website a Workhorse with Samantha Russell

Kirk and Matt are joined by Twenty Over Ten's Director of Sales & Marketing Samantha Russell. As one of Top Advisor's strategic partners, Kirk and Matt have worked closed with Twenty Over Ten developing efficient and effective websites for top advisors, including our exclusive Brand Mastered website. Samantha breaks down the 7 important factors to consider when developing a website that's going to do the work for you. Covering everything from the consumer portal to how to effectively use video on your site to generate faster leads. This episode will give you top insight into what your website needs in order to drive leads and find those ideal prospects. 

LINKS: SAMANTHA RUSSELL | TWENTY OVER TEN | LINKEDIN

Episode 43 - 10 Steps to Immaculate Marketing

Kirk and Matt bring in their third partner/professor of Brand Mastery Course, Ray Gauthier, to explain the 10 Steps to Immaculate Marketing. The 10 step marketing plan discusses the importance of everything from defining and understanding your ideal client to creating a great web page full of authentic and useful content. The marketing ideas and strategies Ray touches on is the basis of Top Advisor Marketing's latest offering - Brand Mastery Course. A 20-week program designed and executed by Ray and Matt, gives advisors the opportunity to fill their marketing tool box will what they need to tell their story. 

LINKS: BRAND MASTERY COURSE 

Episode 42 - Dave Crenshaw and The Power of Having Fun

Kirk and Matt are joined by best selling author Dave Crenshaw to discuss his latest book "The Power of Having Fun". Dave explains to us that studies show - having more fun gets more done. Financial Advisors are notorious for relentlessly pushing themselves without consideration for fun. Dave walks Kirk Matt through the sections of his book and the tools he offers his clients to balance their lives, and create more space for fun. 

LINKS: DAVE CRENSHAW | The Power of Having Fun |

Episode 41 - Reinventing the Client Experience with Jennifer Goldman

Kirk and Matt are joing by Jennifer Goldman, CFP, and founder of My Virtual COO. As a business operations expert, Jennifer understands the importance of improving independent professional services businesses. Client experience is pinnacle to creating a lasting business. Jennifer discusses the problems many advisors face in developing CE protocal, and how to rectify these issues. She shares her simple solutions to creating the right client experience to ensure your business is attracting ideal propects. 

LINKS: JENNIFER GOLDMAN | MY VIRTUAL COO

Episode 40 - Worth Winning with Lauryn Williams

Kirk and Matt speak to 3 time Olympic Medal winner Lauryn Williams on her financial planning business "Worth Winning". Lauryn's focus with her business if financial planning recreated where she services millienials and professional athletes. She's taken her work out of brick and motar and gone completely virtual, and has redesigned her marketing presence using social. 

LINKS: LAURYN WILLIAMS | WORTH WINNING | TWITTER

Episode 39 - Mastering ME - Your Personal Operating System

Matt and Kirk sit down with Joe Lukacs in this episode of Top Advisor Marketing. Drawing on 25 years of experience in coaching and consulting financial advisors, Joe discusses how mastering your own personal operating system requires examining what keeps your running. Join us as Joe walks Kirk and Matt through one of his coaching excerises to help you nail down your best version of you.

Joe Lukacs has specialized in coaching and consulting financial advisors for nearly 25 years. In that time he has personally conducted over 45,000 individual coaching sessions with financial advisors. He is the author of “Practice Power, 12 Steps to Take Your Business to the Next Level.” He frequently contributes to industry websites such as Horsesmouth, Producers Web, and much more. 

LINKS: JOE LUKACS

Episode 38 - 4 Questions to Discover Your Advisor Story

Kirk and Matt know the importance of a good story in branding. Together they'll walk you through the 4 main questions to create your own branding story - building your credibility and trust. 

WANT A BETTER ADVISOR BRAND? DON'T DELAY. GET IT RIGHT...NOW.

BRAND MASTERY COURSE  | ADVISORU

 

Episode 37 - Death By Referrals (Part 3/3)

In this episode Kirk and Matt dive into the final component of Death By Referrals - How to inspire referrals. In order to get referrals two things need to happen - you need to build trust and you need to be online. Whether it's a blog, podcast, social or a standby white paper, get yourself accredited on the internet. This will give you the momentum to start Intriguing, Engaging, Influencing and Attracting your ideal clients. 

DOWNLOAD PAPER, "DEATH BY REFERRALS" HERE

Episode 36 - Warrior Advisors Have Laser-Like Focus w Olympian, Paul Kingsman

Kirk and Matt are joined by Paul Kingsman. Paul wrote the book, "The Distraction Proof Advisors". He speaks to, writes and coaches top advisors on how to pursue and achieve a laser-like focus. Paul shares four common ways advisors get distracted and how that distracts them from generating more revenue, more profit, more client time, more personal time and more fun in their practices. Paul also shares his experience competing in the 1988 Olympics and how it shaped his coaching business.

PAUL KINGSMAN ON LINKEDIN | BOOK, THE DISTRACTION-PROOF ADVISOR" | WEBSITE

Episode 35 - A Letter from an Advisor to a Wholesaler with Frank Maselli

Frank Maselli joins Kirk and Matt to review commentary Frank shared on LinkedIn a few years ago that went viral in the finserv industry. They discuss why it went viral, how it changed Frank's career and how Frank's view of the  Advisor-Wholesaler relationship defines what financial services should be about - helping one another succeed. There are some great lessons for advisors and how you communicate/work with your clients. 

FRANK ON LINKEDIN | FRANK'S WEBSITE | FRANK'S LETTER | KIRK'S LETTER

Episode 34 - Death By Referrals (Part 2/3)

Kirk and Matt discuss five ways Advisors may be killing their practice with referrals. They aslo get into the key reasons clients refer and how this impacts an advisor's referral-mindset, and how they attract more referrals, especially ideal ones. This is Part 2 of a series of 3 podcasts.

DOWNLOAD PAPER, "DEATH BY REFERRALS" HERE