Episode 116 - Persuasive Communication with Jeff Tippet

October 23, 2018
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Client acquisition is one of the most expensive parts of running a business. From the marketing to the sales calls to the seminar events, everything has a cost. So are there ways to make all of those steps more effective? 

Professional Speaker, author, and entrepreneur Jeff Tippet joins host Matt Halloran today to discuss how you can use persuasive communication to build the business you want. 

Persuasive communication often gets a bad rap for being aligned with manipulation. However, the two couldn't be further from the same thing. Persuasive communication techniques call someone to something using effective reason and argument. We all believe in the products we are selling, and persuasive communication can help you effectively articulate this. 

If you're interested in fixing your communication skills and developing stronger and longer lasting client relationships, listen in with Jeff and Matt today!

 

LINKS: Pixels are the New Ink | Jeff Tippet LinkedIn

Episode 115 - Successfully Using an Exclusive Niche with Michael Graef

October 18, 2018
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Joining Matt Halloran today is CFP and Vice President of Christian Wealth Management, Michael Graef. Michael is one of the founding members of Christian Wealth Management and works closely with another one of our podcast guests Robert Netzly. 

Together they have built a successful business, process, and organization structured around BRI (Biblically Responsible Investing). This business model could be described as a limiting niche, however, like all niches, if used correctly, it can make a world of difference in your marketing strategy and bottom line. 

To learn more about how you can better use an exclusive niche to launch your business, listen in today! 

 

LINKS: Michael Graef LinkedInInspire InvestingChristian Wealth Management 

Episode 114 - Are you brand worthy?

October 16, 2018
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Your brand is the first thing a client encounters when it comes to discovering you. Whether it's through your website, a business card from a friend, or the logo on the front door to your office. It's the sign off on an email, it's the greeting on the phone, you need to live breath and be your brand. So how can you tell if it's good enough?

Our very own Branding Expert Kirk Lowe joins Matt today as they discuss if you're brand worthy. Answering some tough questions, with even tougher answers, Matt and Kirk cover several of the areas you need to consider when deciding if you and your brand are up to snuff. 

If you're looking for more information on branding, be sure to check out our branding resources at Advisor U today!

Episode 113 - Keys to the Ladies Room with Adri Miller-Heckman

October 11, 2018
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Adri Miller-Heckman joins host Matt today to dive into her game changing book, Keys to the Ladies Room. As you might have guessed, Adri wrote the book on what advisors need to know to effectively market and attract female clients.

In addition to her work as an author, Adri is the founder of FemX, and she regularly consults and coaches financial advisors on how to build powerful female focused marketing plan. With Adri's help, advisors can affectively market to both genders, creating exponentional growth for years to come. 

Join Matt and Adri today to learn what you can be doing to create a quality and sustainable marketing strategy. 

LINKS: Adri Miller Heckman | Keys to the Ladies Room | AdriMillerHeckman.com

Episode 112 - From Frustrated to Focused with Debbie Peterson

October 9, 2018
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Joining Matt today is professional speaker, keynote speaker, mindset strategiest and a business coach Debbier Peterson. Debbie is an expert in helping people get out of their own way to excellerate their results. 

When it comes to our own success, we all need to get out of our own way, as we are often the number one thing inhibiting and prohibiting our own success. Debbie and Matt walk through one of her programs, From Frustrated to Focused - Mindset Strategies for Business Growth to help decipher some of the best ways you can step out of the way and let success happen. 

Debbie professionally motivates, educates, and inspires professionals to discover what is holding them back. If you're ready to tap into your own success, be sure to listen in today!

Links: Debbie Peterson

Episode 111 - Reaching the Right Audience with Sara Grillo

October 4, 2018
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Marketing Consultant, Blogger, Podcaster and Writer Sara Grillo joins Matt on the latest episode of Top Advisor Marketing. Together Matt and Sara discuss how to colloborate as an advisor to reach the right audience. As a top marketing consultant, Sara understands what it takes for advisors to get in front of their ideal audience. 

Sara's personal motto of "Do it creatively or don't do it at all" is a key element of making those marketing moves to see the end results you want. With her CFA, key not speaker experience, and writing crediential, Sara is a leader her in field. 

Be sure to listen in today with her and Matt and check out her podcast at Sara Grillo Podcast!

LINKS: Sara Grillo Website | Sara Grillo LinkedIn

Episode 110 - Biblically Responsible Investing with Robert Netzly

October 2, 2018
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Matt is joined today by Robert Netzly, the globally recognized authority in the Biblically Responsible Investing (BRI) movement and leading innovator in the BRI industry. Robert began his journey into the BRI world after feeling a calling to step out from his previous employer and create a financial service that reflected his values. 

Robert is the founder of the Inspire Investing group of companies, where he maintains the role of CEO. Robert has tranformed his own business along with many others by creating the opportunity for advisors to develop a strong niche market. BRI offers these advisors a way to continue to invest and work in finance while supporting their personal views and beliefs. As one of the founders of the BRI movement, Robert is a great source of information on how you can transform your practice and your finances by establishing a strong brand that you believe in and support. 

LINKS: Inspire Investing | Christian Wealth Management | Robert Netzly LinkedIn

Episode 109 - Retiring Early with Eric Gaddy

September 27, 2018
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Throughout the podcast, host Matt Halloran has been forunate to sit down with a variety of authors speaking to various niches in the financial market. However, one thing everyone is discussing is the ever sought after comfortable retirement. Today's guest, is an early retirement expert. What makes him so proflic when it comes to retiring? He's 48, and retired. 

Joining Matt today is Eric Gaddy, recent retiree, and newly published author of Retire Early -What are you waiting for? Eric spent 24 years as a financial professional before retiring last year and taking on this new adventure of being a thought leader. Matt and Eric sit down to talk shop about his upcoming book, along with his book marketing tactics (some of which will make your jaw drop). 

If you're looking to challenge the retirement norm, for yourself or your clients, be sure to listen in today and pick up a copy of Eric's new book, now available on Amazon!

LINKS: Eric Gaddy LinkedIn | Retire Early - What are you waiting for? | Retire Early 365

Episode 108 - The Influencer Navigator Plan with Jay Palter

September 25, 2018
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Today Matt is joined by Jay Palter, the Cheif Engagement Officer at jaypalter.com. Jay has been in the tech industry for over 30 years, and is providing something fundamentally unique and different when it comes to social media and influencers. 

Jay has developed his own Influencer Navigator Plan as a tool to help you build a social media presence that that is both credible and visible to social media influencers in your field. It even goes so far as to advise you on WHAT to share, WHEN to share it, and WHO with. 

If you're looking to create some sustainable and impactful social media, be sure to tune in today! 

Links: JAYPALTER.CA | Jay Palter LinkedIn

Episode 107 - Growth Marketing with Alan Moore

September 20, 2018
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Often when entrepreneurs set out to start a new business, marketing can fall to the way side. Business structure, sales, products seem to all take precenident.But if you want to build a successful business you have to have a rockstar marketing plan. Joining Matt today is the co-founder of XY planning and CEO of Advisor Pay Alan Moore.

Many of you will have heard Alan's name before, as he is consistently blogging, podcasting, and being highlighted as a thought leader within financial services. Alan is the co-founder of XY Planning Network and the CEO of Advice Pay. He joins Matt today to explore some of the ways that have lead to his exponential growth and made him one of the fastest growing companies in the United States. 

Links: Alan Moore LinkedIn | XY Planning Network | AdvicePay

Episode 106 - A Woman’s Way with Michelle Donovan & Patty Kreamer

September 18, 2018
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Today Matt shares the mic with co-authors Michelle R. Donovan and Patty Kreamer to discuss their latest book, A Woman's Way: Empowering Female Financial Advisors to Authentically Flourish and Lead in a Man's World. Michelle and Patty write to this topic, speak to this topic, and coach on this topic. 

Together, the three will walk through some of the strategies and tactics women can use to capitalize on their natural strengths as women and build thriving practices based on leadership, confidence, relationships, and authenticity. 

Be sure to listen in today!

Links: A Woman's Way Book | Michelle R. Donovan LinkedIn | Patty Kreamer LinkedIn

Episode 105 - Creating an Extraordinary Client Experience with Julie Littlechild

September 13, 2018
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If you sent a survey out to your clients, what would they have to say about their experience with you? Would they rave about your business model, or comment on how regularly they bring you up to their family and friends? Or would they note that you're office seemed cold, or they felt like you were working towards different goals than they were?

In the financial world, we know that referrals are your bread and butter. Which means that client experience is pivotal because the people in your office today are making sure there are people there tomorrow. Joining Matt today is Julie Littlechild, speaker, writer, and founder of Absolute Engagement. 

As an expert on client experience, Julia and Matt discuss what it takes to make your client experience extrodinary. With an 11 step program, Julia has made it simple for advisors, or anyone who has a referral based business, to create happy and lasting client relationships. 

LINKS: Julie Littlechild LinkedIn | Client Engagement

Episode 104 - The Power of Momentum Marketing

September 11, 2018
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Is your marketing effective? Does it consistently build together to produce a stronger brand, stronger sales, stronger network or stronger client base? Do you feel your marketing processes are building something that is intriguing, consistent, and timely? If you've answered no to any of these questions, then today's episode will 

Matt is joined by his partner and branding expert Kirk Lowe on today's episode to dive into momentum marketing. A term branded by Kirk, it is derived of three big questions. 1. Is your marketing constantly moving forward? 2. Does your marketing build on itself time and time again? 3. Does your marketing retain marketing value. As Kirk and Matt move through these three questions, discover valueable tactics to creating a marketing plan that builds with you, and for you. 

Links: Kirk Lowe LinkedIn

 

Episode 103 - Going Virtual with Lisa Ferguson

September 6, 2018
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Have you ever wondered how a virtual company works? Virtual companies raise a lot of questions, including do the employees know one another? How do you manage to build a team effort? How can you seperate work from home when you work at home? Does anyone get any real work done?

To answer these, and many more curiouristies of the virtual company, Matt is joined by Lisa Ferguson, Top Advisor Marketing's Director of Operations. From the beginning, Lisa has assisted in creating the team at Top Advisor Marketing and helping to build an incredible sense of community. Lisa and Matt discuss the many benefits of a virtual team including the cost of doing business, talent pool, lifestyle, colloboration and productivity. If you're curious about if you can make a virtual team work, or are wondering simply how we at Top Advisor Markting get things done, be sure to tune in today!

LINKS: Lisa Ferguson LinkedIn

Episode 102 - Behind the Scenes Marketing with Kaley Lewis

September 4, 2018
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Do you ever wonder what it takes to create incredible marketing? As a marketing podcast, we put a lot of emphasis on providing quality information for our listeners, which also means we need to live what we preach. We've been taking the time recently to get underneath the hood of Top Advisor Marketing so that our listeners can see what we're up to behind the scenes and how we produce high quality content and get it from our desks to yours. To really give perspective on how to get your message out there, Matt sits down with our Marketing Direct Kaley Lewis to discuss the many tasks and habits of effective internal marketing. 

Kaley has a graduate degree in Media and Communications, and brings her love for storytelling and conversation to discuss just what fills the day of an internal marketing person. Internal marketing is more than just the odd social media post, there is an art to creating lasting social engagement, and developing quality touch points for your audience. If you're a B2C or B2bB company looking to improve on your marketing template, be sure to listen (and maybe takes some notes!) on what you need from your internal marketing team. 

LINKS: Kaley Lewis LinkedIn

Episode 101- Your Nifty Virtual Assistant with Michelle Wong

August 30, 2018
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It can be difficult to find the right people to support you as an adivsor. Creating a team that understands you and balances you skillsets often feels as though you're asking a lot, especially if you're limiting yourself to individuals who can come to your brick and mortar. Today Matt is sitting down with female entrepreneur and FPQP Michelle Wong to discuss her latest business and your solution to finding the perfect support system for your advisory firm. 

Michelle is the founder and CEO of Nifty Advisor Support which offers a comprehensive virtual assistant program specifically tailored for RIAs. Nifty can assist your business with client service and operations, marketing and communication, and paraplanning. Michelle explores her process and methodolgy to providing RIA's with the best service possible, at a minimal cost. 

If you're curious about how to improve your business without the hassel of creating a salaried position tune in with Michelle and Matt to explore the opportunities of Nifty Advisor Support. 

LINKS: Nifty Advisor Support | Michelle Wong LinkedIn

Our 100th Episode with Michael Kitces

August 28, 2018
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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

 

Episode 99 - Holiday Touch Point Tips with Luke Acree

August 23, 2018
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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

Episode 98- Pleasing the Algorithm with Jessica Jackson

August 21, 2018
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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

Episode 97 - Marketing Secrets with Kristen Judd

August 16, 2018
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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 |