Top Advisor Marketing
Episode 211 -  Business Tips for a Dialed-In and Successful 2020

Episode 211 - Business Tips for a Dialed-In and Successful 2020

January 2, 2020

There are many aspects that can determine whether a business will be successful or not, but it all starts from the inside. As an advisor, there’s only so much you can do by yourself. That’s why we recommend being dialed-in and creating synergies that will help your business thrive.

Start your 2020 with clear 20/20 vision by listening to Matt and Kirk as they discuss the benefits of being dialed-in, what challenges business owners face when they’re not creating enough synergies, and how to manage and overcome roadblocks in your business.

In this episode, you will learn:

  • Why having a clear and distinct brand can make you more referable
  • Warning signs that you’re not dialed-in
  • Why it’s important to create a positive work culture
  • How to find your focus
  • And more!

Tune in now and start your year with 20/20 vision by listening to this value-packed episode.

Resources:  Top Advisor Marketing 

Brought to you by: Iris.xyz 

12 Days of Marketing - Episode 12 — The Best Tips From Our 12 Days of Marketing Series

12 Days of Marketing - Episode 12 — The Best Tips From Our 12 Days of Marketing Series

December 20, 2019

We hope our 12 Days of Marketing series has given you the inspiration you need in order to achieve 20/20 vision and perfection in the new year. But the festivities aren’t over yet!

In the twelfth and final episode of our annual series, Matt and Kirk recap their best tips from the past 11 days. If you haven’t taken notes yet, we recommend that you write down these ideas so you can incorporate them into your 2020 plan.

In this episode, you will learn:

  • How to stay top-of-mind by using social media and Micro-Influence strategies
  • The benefits of outsourcing your marketing
  • Ideas for finding podcast topics that solve your audience’s biggest challenges
  • What change you can make today to improve your speaking skills
  • How to stay relevant and use organic techniques to build relationships
  • And more!

Tune in now to learn the best tips from our 12 Days of Marketing series. And thank you for joining us for this holiday tradition!

Resources:  Top Advisor Marketing | Influence is Marketing – Be Your Own Loud  | 12 Days of Marketing series

Brought to you by: Iris.xyz 

12 Days of Marketing - Episode 11 — Best Practices for Showcasing Your Expertise on Social Media

12 Days of Marketing - Episode 11 — Best Practices for Showcasing Your Expertise on Social Media

December 19, 2019

Do you know how to use social media to showcase your expertise?

In the eleventh episode of our 12 Days of Marketing series, Matt and Kirk uncover social media best practices that you can put into action right away. You will learn which content algorithms prioritize, strategies for introducing your network to your expertise, and why LinkedIn is the ideal platform for sharing your expert content.

In this episode, you will learn:

  • Examples of how to use long-form content to create consumable micro-content
  • What the purpose of expertise marketing is and how to do it
  • About current LinkedIn stats that every advisor needs to know
  • Tried-and-true ways to get engagement on your LinkedIn posts
  • And more!

Tune in now and learn how to share your expertise on social media!

Resources:  Top Advisor Marketing

Brought to you by: Iris.xyz 

 

12 Days of Marketing - Episode 10 - How to Create Your Powerful Hook

12 Days of Marketing - Episode 10 - How to Create Your Powerful Hook

December 18, 2019

Are you inspiring your prospects to take action? As you will soon find out, having a clear and succinct hook can help you to stand out and influence your target audience.

In this tenth episode of 12 Days of Marketing series, Matt and Kirk teach you how to craft your powerful hook and when to use it. Get ready to hear real examples of thought-provoking and memorable hooks!

In this episode, you will learn:

  • What is meant by a “hook”
  • How a hook differs from a value proposition
  • What the elements of a powerful hook are
  • Examples of succinct and powerful hooks 
  • And more!

Tune in and learn how to craft your hook today!

Resources:  Top Advisor Marketing 

 

Brought to you by: Iris.xyz 

12 Days of Marketing - Episode 9 — 9 Ways to Become a Good Podcast Guest

12 Days of Marketing - Episode 9 — 9 Ways to Become a Good Podcast Guest

December 17, 2019

If a podcaster invited you onto their show, would you know how to be a good guest?

In the ninth episode of our 12 Days of Marketing series, Matt and Kirk uncover tips for becoming the type of guest that podcast hosts and their listeners will appreciate. Jot down these pointers for your next podcast appearance or public relations opportunity!

In this episode, you will learn:

  • Why being a guest is not a substitute for having your own podcast
  • How to go about researching the podcast host beforehand
  • What advisors tend to do during client meetings that they should NOT do during a podcast
  • What “matching” is and how to do it
  • Why people use filler words and how to avoid saying them 
  • And more!

Tune in now to learn nine ways to become a good podcast guest!

Resources:  Top Advisor Marketing

Brought to you by: Iris.xyz 

12 Days of Marketing - Episode 8 — 8 Ways to Retain Your Audience

12 Days of Marketing - Episode 8 — 8 Ways to Retain Your Audience

December 16, 2019

Are you creating content that looks almost identical to all the other advisor-content out there? Start creating value-packed content for a specific audience that keeps them coming back for more. 

In the eighth episode of our 12 Days of Marketing series, Matt and Kirk talk about eight ways to retain your audience. Covering a variety of content types, this conversation is filled with advice on how to stay top-of-mind and build loyalty with your audience. 

In this episode, you will learn:

  • Recommendations for making your content distinct and filled with value
  • How to draw information out of your podcast guests that will benefit your listeners
  • How to use giveaways to retain your audience
  • Words of advice about incorporating topics that add value to your audience’s lifestyle
  • And more!

Tune in now and learn how to keep your audience excited about your content!

Resources:  Top Advisor Marketing

Brought to you by: Iris.xyz 

12 Days of Marketing - Episode 7 — 7 Ways of Self-Marketing for Advisors

12 Days of Marketing - Episode 7 — 7 Ways of Self-Marketing for Advisors

December 13, 2019

It’s time to get out of your office, attend an event, and make some connections! As an advisor, it is important to not only market your business but to also market yourself.

In the seventh episode of our 12 Days of Marketing series, Matt and Kirk discuss how to market yourself in the expert economy that advisors are in today. This episode is filled with ways that you can put yourself out there and promote your expertise!

In this episode, you will learn:

  • The do’s and don’ts of self-marketing
  • How having passions outside of work can help attract new clients
  • Why being resourceful can help you find opportunities to have meaningful conversations
  • Unconventional ideas for re-engaging your network on LinkedIn
  • And more!

Tune in now and learn seven ways to start marketing yourself today! 

Resources:  Top Advisor Marketing | Marketing Plan Tactics for Top Advisors | Anatomy of a Whitepaper 

Brought to you by: Iris.xyz 

12 Days of Marketing - Episode 6 — Podcast Coaching Tips

12 Days of Marketing - Episode 6 — Podcast Coaching Tips

December 12, 2019

Whether you host your own podcast or are considering starting one, have you considered what it takes to become listenable and likable?

In the sixth episode of our 12 Days of Marketing series, Matt and Kirk take you inside our Podcast Coaching Program to uncover how they evaluate podcasters. This fun and highly practical conversation is full of podcasting tips that you can use right away!

In this episode, you will learn:

  • Why it’s necessary to go “over the top” with your emotions while podcasting
  • Which words make listeners cringe
  • Why your podcast needs a call-to-action in every episode
  • Details about our upcoming Podcast Coaching Program
  • And more!

Tune in now and get tips to boost your podcasting skills!

Resources:  Top Advisor Marketing

Brought to you by: Iris.xyz 

12 Days of Marketing - Episode 5 — How to Think of In-Demand Podcast Topics Now

12 Days of Marketing - Episode 5 — How to Think of In-Demand Podcast Topics Now

December 11, 2019

“How will I come up with podcast topics that interest my listeners?” That’s the number one question that aspiring advisor-podcasters ask us. 

In the fifth episode of our 12 Days of Marketing series, Matt and Kirk share the best ways to come up with the topics your audience cares about. Whether you’re podcasting or writing, this is the advisor’s guide to generating ideas that are compelling and compliance-friendly.

In this episode, you will learn:

  • Where to draw topic ideas from 
  • How to keep the discussions in your podcast compliant
  • Do’s and don’t’s for titling your podcast episodes
  • What to consider when you’re writing podcast summaries
  • And more!

Tune in now and learn how to create engaging podcasts!

Resources:  Top Advisor Marketing | How to Plan Your Podcast Topics (And Never Run out of Ideas!) | Should Advisor-Podcasters Talk Only About Financial Topics? | How to Start Your Own Podcast | Blog Title Generator | Iris. xyz

Brought to you by: Iris.xyz 

 

12 Days of Marketing - Episode 4 —  4 Benefits of Niche Marketing for Advisors

12 Days of Marketing - Episode 4 — 4 Benefits of Niche Marketing for Advisors

December 10, 2019

Do you want to create more value and quality for a specific audience? Do you want to attract more people? Then look no further than niche marketing, a necessary approach for today’s advisors. 

In the fourth episode of our 12 Days of Marketing series, Matt and Kirk bring you four benefits of niche marketing. This is a conversation that uncovers what your marketing strategy will look like once you’re dialed in on a specific audience and why this approach will make you happier at work.

In this episode, you will learn:

  • About the four benefits of niche marketing
  • How niche marketing allows you to boost your efficiency
  • Why a niche marketing approach helps you to attract more clients
  • Why you can offer much more value with niche marketing 
  • And more!

Tune in now and get into the spirit of niche marketing!

Resources: Top Advisor Marketing | 3 Stages To Creating New Offerings That Your Clients Will Value | Episode 90: Striking it Niche with Stephen Wershing | Episode 96: Next Level Niche with Marci Bair | Ep 161: The Top 10 Arguments Against Niche Marketing – And Why They’re All Wrong! | The Dip by Seth Godin 

 

Brought to you by: Iris.xyz 

 

12 Days of Marketing - Episode 3 — 9 Best Practices for Building Your Marketing Team

12 Days of Marketing - Episode 3 — 9 Best Practices for Building Your Marketing Team

December 9, 2019

As your business grows, you will find yourself in need of a marketing team. But not just any team — one that’s ready for compliance and ready to rock the digital world.

In the third episode of our 12 Days of Marketing series, Matt and Kirk discuss nine things to consider as you build your marketing team. Take notes and learn how to find marketing talent that will go the distance for your firm. 

In this episode, you will learn:

  • The do’s and don’ts of building your marketing team
  • What tasks you should in-source and outsource  
  • Words of advice about hiring people with experience in your industry
  • Our philosophy on trust and outsourcing
  • Why it is important to implement the plan and adjust along the way
  • And more!

Tune in now and get ahead on your 2020 marketing planning strategy!

Resources:  Top Advisor Marketing | Outsourcing Your Social Media: How It Works | 9 Best Practices For Building Your Marketing Team | Episode 48: The New Advisor Reality – 100% Outsource Marketing

Brought to you by: Iris.xyz 

12 Days of Marketing - Episode 2 — 2 Ways to Keep Your Prospects Engaged During the Sales Process

12 Days of Marketing - Episode 2 — 2 Ways to Keep Your Prospects Engaged During the Sales Process

December 6, 2019

You know your sales process is a hit when you have the ability to keep your prospects engaged throughout the sales funnel journey until they finally say YES.

In the second episode of our 12 Days of Marketing series, Matt and Kirk discuss two ways advisors can keep prospects engaged and build relationships during the sales process. This conversation is filled with ideas on how to give your prospects value and keep the momentum going! 

In this episode, you will learn:

  • How to provide more value to your clients
  • How to court a prospect
  • What you should avoid doing
  • And more!

Tune in now and get ahead on your 2020 marketing planning strategy!

Resources:  Top Advisor Marketing 

Brought to you by: Iris.xyz 

12 Days of Marketing - Episode 1 — 1 New Marketing Strategy: Micro-Influencer

12 Days of Marketing - Episode 1 — 1 New Marketing Strategy: Micro-Influencer

December 5, 2019

Welcome to our 12 Days of Marketing series! If you’re looking for holiday magic that will prepare you to hit the ground running in 2020, pour yourself a hot chocolate and tune in!

In today’s episode, Matt and Kirk speak about how influence has become a crucial aspect of advisor marketing. But this isn’t a Tony-Robbins level of influence, it’s Micro-Influence —  a pursuit that is much more worthwhile and achievable for advisors. Get ready for a conversation that just might change your whole approach to building relationships with your ideal prospects. 

In this episode, you will learn:

  • What a “Micro-Influencer” is and why Matt and Kirk felt compelled to coin this term
  • Which forms of content build credibility with your prospects
  • About the overlooked benefits of podcasting or doing radio
  • Easy ways to repurpose one piece of content 
  • And more!

Tune into our first Day of Marketing to uncover a whole new way of building your influence!

Resources:  Top Advisor Marketing 

Episode 210 - Make Your Story The Message with Chris Smith

Episode 210 - Make Your Story The Message with Chris Smith

December 3, 2019

As an advisor, the most powerful thing you possess to influence your mission, message, and movement is your story. And it's the key to creating the level of income and impact you're capable of.

In this episode, Matt is joined by Chris Smith to talk about his proprietary methodology, The Campfire Effect™, which helps corporate leaders and teams articulate their “why” by discovering a powerful new relationship to who they are and what they do. As a former advisor who now works with people from all walks of life, from small start-ups to Fortune 500 companies, Chris is perfectly positioned to help you start sharing your story in a clear and powerful way.  

In this episode, you will learn:

  • The origin story of The Campfire Effect™
  • A whole new way to greet new prospects that enter your office
  • How to implement your “why” into all aspects of your business
  • Ways to create an environment that encourages all staff members to share their “why” stories
  • And more!

Tune in now and learn how to unpack your powerful story. 

Resources:

Top Advisor Marketing | The Campfire Effect | Chris Smith's Email

Brought to you by: Iris.xyz 

Special Mini Series: 3 Part Research Series - Study Results of High-Net-Worth Breadwinners: Episode 3

Special Mini Series: 3 Part Research Series - Study Results of High-Net-Worth Breadwinners: Episode 3

November 28, 2019

Rethink How to Win Executives: Part 3 — With Laura Gregg and David Partain

Are your assumptions about high-net-worth (HNW) male and female investors hurting your bottom line?

In this final episode our mini-series, Matt Halloran busts advisors’ assumptions about HNW men’s and women’s behaviors with Laura Gregg and David Partain of FlexShares Exchange Traded Funds. Together, they urge advisors to change their approach to working with couples and women and explain how to make this overdue shift.

In this episode, you will learn:

  • Techniques and considerations for working with couples
  • Why it’s important to communicate about money in terms of dollars, not percentages
  • What advisors have to lose if they don’t change their approach 
  • And more!

Tune in now and learn how to give your approach to working with HNW investors an overhaul. 

Resources:  Top Advisor Marketing | FlexShares Exchange Traded Funds |
Study: "Rethink How to Win Executives" | Contact Laura Gregg | Contact David Partain | The Integrated Core Approach to ESG

 

Brought to you by: Iris.xyz 

Special Mini Series: 3 Part Research Series - Study Results of High-Net-Worth Breadwinners: Episode 2

Special Mini Series: 3 Part Research Series - Study Results of High-Net-Worth Breadwinners: Episode 2

November 28, 2019

Rethink How to Win Executives: Part 2 — With Laura Gregg and David Partain

It’s time to challenge what you thought you knew about the investor behaviors of high-net-worth (HNW) men versus women. 

In part two of our mini-series, Matt Halloran continues his conversation with Laura Gregg and David Partain of FlexShares Exchange Traded Funds to dig deeper into the remarkable findings from their stereotype-smashing study. Together, they uncover the actions, desires, and perceptions of men and women HNW investors that are true departures from gender stereotypes. 

In this episode, you will learn:

  • Surprisingly, who the more conservative investor is
  • Which gender consider themselves to be “experts” when it comes to investing
  • How vastly different the current financial goals are between men and women
  • What these HNW individuals really want from their advisor services
  • And more!

Tune in to hear what the findings reveal about the behaviors of HNW men versus women. 

Resources:  Top Advisor Marketing | FlexShares Exchange Traded Funds |

Study: "Rethink How to Win Executives" | Contact Laura Gregg | Contact David Partain

 

Brought to you by: Iris.xyz 

 

Special Mini Series: 3 Part Research Series - Study Results of High-Net-Worth Breadwinners: Episode 1

Special Mini Series: 3 Part Research Series - Study Results of High-Net-Worth Breadwinners: Episode 1

November 28, 2019

Rethink How to Win Executives: Part 1 — With Laura Gregg and David Partain

Despite high-net-worth (HNW) earners being a key market for advisors, little research has been done on the investor behaviors of men versus women in this demographic. Now FlexShares’ study is casting light on the gender differences within this group, and the results call for advisors to change their approach. 

In this episode, Matt Halloran speaks with Laura Gregg and David Partain of FlexShares Exchange Traded Funds about the remarkable findings from their study, which reveals that HNW earners don’t fit the mold of traditional gender stereotypes. This is a conversation that examines advisors’ wrong assumptions and opportunities for them to make changes that will cultivate lasting client relationships.

In this episode, you will learn:

  • What prompted Laura and David to do this study and why they shifted its focus
  • About the sample size and demographics of respondents
  • How the results can help advisors rethink how they serve HNW clients
  • Which gender stereotypes and assumptions were proven wrong by the results
  • And more!

Tune in now and discover how HNW breadwinners are defying traditional gender stereotypes.

Resources:  Top Advisor Marketing | FlexShares Exchange Traded Funds |
Study: "Rethink How to Win Executives" | Contact Laura Gregg | Contact David Partain

 

Brought to you by: Iris.xyz 

 

Episode 209: How to Become a Great Podcaster— With Tim Wohlberg

Episode 209: How to Become a Great Podcaster— With Tim Wohlberg

November 26, 2019

Is podcasting on your mind? Or maybe you already host a podcast but are lacking the confidence and know-how to build a loyal audience. 

In this episode, Matt Halloran speaks with Tim Wohlberg, a podcast coach with over 25 years of broadcast experience. Tim shares how he started his company, Podcast Performance Coach, and the one thing he tells podcasters to never stop thinking about. 

In this episode, you will learn:

  • What type of clients Tim helps and how
  • Why he believes this coaching service is needed in the finance industry
  • Differences between radio and podcasting
  • The true benefits of podcasting
  • And more!

Tune in now and become inspired to craft an engaging podcast, sound more pro, gain fans, and ultimately grow your business!

Resources:

Top Advisor Marketing | Podcast Performance Coach | Just The Tip Podcast

Brought to you by: Iris.xyz 

Episode 208 - The New Dynamics of Social Event Marketing— With Ryan Van Sickle

Episode 208 - The New Dynamics of Social Event Marketing— With Ryan Van Sickle

November 19, 2019

Are you looking for dynamic and efficient ways to drum up new business?

In this episode, Matt Halloran speaks with Ryan Van Sickle, director of advisor development at LeadingResponse, about the new dynamics of social event marketing. This conversation is a must-listen for any advisor who is hungry to grow their business by using ROI-proven strategies.

In this episode, you will learn:

  • What kind of event provides the best ROI for advisors
  • Whether dinners are an essential component to a successful event
  • Whether digital marketing is the best approach in today’s landscape
  • What level of data you can get from ProspectConnect 
  • And more!

Tune in now and become inspired to use social event marketing to grow your business!

Resources:  Top Advisor Marketing | LeadingResponse: 813-885-88200 | Ryan Van Sickle ryanv@leadingresponse.com

 

Brought to you by: Iris.xyz 

Episode 207 - How to Find Your Resilience

Episode 207 - How to Find Your Resilience

November 14, 2019

As a business owner or professional, at one point or another, you will likely experience high levels of stress from different sources such as finances, unexpected changes in the industry, work/life balance — and you need resilience to help you bounce back. Where will you start?

Join Matt Halloran and Kirk Lowe in this episode, where they share ways they’ve found their resilience and what they do to maintain it and keep building on it. 

In this episode, you will learn:

  • Why understanding yourself can help you find resilience
  • What role gratitude plays in maintaining resilience
  • How problem-solving skills can help you stay resilient
  • How a strong social network can help
  • How to process change
  • And more!

Tune in now and get inspired to keep developing this essential quality in life.

Resources:  Top Advisor Marketing 

Brought to you by: Iris.xyz