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 06, 2019
Tuesday Aug 06, 2019
Live from the SEI Top Producer Conference, Matt Halloran shares the mic with returning guest and president of the Client Driven Practice, Stephen Wershing.
Stephen is an expert in the development and execution of client advisory boards. The Client Driven Practice offers coaching and consulting to advisors who want to organize and facilitate client advisory boards and translate feedback into actionable referral marketing strategies.
Today, Matt and Stephen explore the Client Driven Practice's latest offering: Advisory Board in a Box. Stephen and his business partner, Julie Littlechild, designed this product for advisors who are looking to take a DIY approach to creating their own client advisory board. This ultimate manual walks advisors through the beginning stages of how to find board members, all the way to the end phase in which they’re guided on how to implement the board’s feedback.
Discover the value that a client advisory board can bring to your business along with tips and tricks to creating your own in this fun live-recorded episode!
Links: Stephen Wershing | Client Driven Practice | Becoming Referable Podcast
Thursday Aug 01, 2019
Thursday Aug 01, 2019
Matt welcomes returning guest Julie Littlechild to the show, live from the SEI Top Producer Conference. As the Founder of Absolute Engagement, Julie is on today’s episode to cover her returning product: Client Feedback.
The Client Insights program ran for many years, but Julie stepped away to focus on research and other activities. Now, armed with new knowledge and technology, Julie is ready to fill the gap in the market place and provide advisors with the information they need from their clients to provide high-quality services.
Client Insights is designed for advisors who need support in understanding their client base. If you’re looking to gain insight into how you can improve your service to meet your clients’ needs, this is the episode for you!
Tune in today and follow Julie Littlechild on LinkedIn for more client assistance!
Tuesday Jul 30, 2019
Tuesday Jul 30, 2019
Live from the SEI Top Producer Conference, your host Matt Halloran welcomes Matt McGowan to this special episode.
It is a privilege for our show to host a relationship manager such as Matt McGowan, who works with independent financial advisory and wealth management firms to create a more efficient business, implement client service and growth plans, and create an ideal business model.
Matt is currently the external relationships manager with SEI and shares with our audience some of his tips and tools for relationship management success.
If you want to learn more about building external relationships and growing your business through efficiency and planning, don’t miss this episode!
Links: Matt McGowan | SEI
Thursday Jul 25, 2019
Thursday Jul 25, 2019
In today’s conversation, hosts Kirk Lowe and Matt Halloran dive deep into what Kirk calls the 14 rules of advisor marketing success.
Kirk, having spent the last 20 years in this industry, shares what he has learned about how to successfully use marketing to improve your advisory business. Get ready to take notes and discover how to set yourself apart from other advisors, what no one has ever told you about building a niche, and why being on social media is well worth your time.
In this episode, you’ll learn:
- How to find what will separate you from other advisors
- What it means to be relevant (and where a niche comes in)
- Different ways to promote you and your business
- The link between your values and your identity
- Why we say, “Don’t keep your secrets secret”
- And so much more!
Tune in now and learn the 14 Rules of advisor marketing success!
Resources: Top Advisor Marketing
Brought to you by: Iris.xyz
Tuesday Jul 23, 2019
Tuesday Jul 23, 2019
Today, host Matt Halloran gets a behind-the-scenes look at Bob DiMeo’s boldly titled book, “50 Billion Reasons to Grow Your Practice: A Guide to Success & Enjoyment for Investment Advisors.”
In addition to penning a unique book for investment-advisors that supports their personal lives, Bob DiMeo is the managing partner at DiMeo Schneider & Associates, LLC and is featured in numerous publications. In this episode, Bob speaks candidly about his marketing failures and wins, how he built his firm, and how you can build your practice and enjoy it!
In this episode, you will learn:
- How Bob’s mindset has allowed him to get to where he is now
- What prompted him to write his book
- How to be successful AND have enjoyment along the way
- What Bob does to create work-life balance
- How many times a good piece of content should be repurposed
- And more!
Tune in to learn about Bob’s highly relevant book for investment advisors and to pick up marketing ideas for your practice!
Resources:
Top Advisor Marketing | Bob DiMeo | DiMeo Schneider & Associates, LLC |
50 Billion Reasons to Grow Your Practice: A Guide to Success & Enjoyment for Investment Advisors | Year Up - Closing the Opportunity Divide
Brought to you by: Iris.xyz
Tuesday Jul 16, 2019
Tuesday Jul 16, 2019
To make our businesses great, we need to have not only a great team, but also strong communication within our team.
To help explore how we can better understand our team and business as a whole, Matt Halloran welcomes Genevieve Thayer, EPC and co-founder of Beacon Partners LLC, to share some of the insight she’s gained through 20 years of providing executive and leadership coaching for financial advisors and entrepreneurs.
Today, she and Matt discuss how and why you can learn to make your business, and yourself, become more effective and as great as it can be.
In this episode, you’ll learn:
- How your business can benefit from working with Beacon Partners
- The importance of self-assessment, especially with those at the top of a business
- What your EQ is and why you should work to optimize it
- The link between your values and your identity
- The personal side of Genevieve
- And more!
Tune in now to learn more about Genevieve, Beacon Partners, and the power of Leadership Coaching!
Resources: Top Advisor Marketing / Beacon Partners
Brought to you by: Iris.xyz
Tuesday Jul 09, 2019
Tuesday Jul 09, 2019
These days, it’s not so much referrals that we need, it’s introductions and connections.
Today, Matt and Referral Coach International founder Bill Cates are back for the third and final part of our referrals mini-series to discuss how you can turn referrals into solid introductions.
Bill and Matt leave no stone unturned when talking about how you can do your due diligence when researching a likely prospect prior to an introduction. They discuss everything from how to ask people to be a referral to the various resources available to research a prospect, and much more.
In this episode, you will learn:
- How to do ‘warm’ research for more impactful introductions
- How to ask for what you want
- How and what to prepare prior to an introduction
- The critical mass of referrals
- Whether it’s possible to be unreferrable
- And so much more!
Referrals beget referrals. Tune in now and take notes — this mini-series may change your world!
Resources: Referral Coach | Coach Cates | Bill Cates Speaking | Resources | EGuide | Referrals Mini-Series Part 1 | Referrals Mini-Series Part 2
Brought to you by: Iris.xyz
Tuesday Jul 09, 2019
Tuesday Jul 09, 2019
Today, Referral Coach International founder Bill Cates is back for part two of our three-part mini-series on making your practice a referral magnet.
There are 3 types of people when it comes to getting referrals. Some will give you referrals right on the spot, some won’t do it when you ask, but will when they are ready, and some just won’t do it at all. Today, Bill and Matt discuss how to approach asking for referrals, highlighting best practices that will allow you to ask not by begging or pushing, but by being proactive instead.
In this episode, you’ll learn:
- The difference between a referral and an introduction
- Two ways you can be proactive about getting referrals
- The reasons why clients don’t give referrals
- How to keep your messaging genuine to you
- And so much more!
If you want to grow your company exponentially, listen in now and take notes as Bill takes you through the process of asking for referrals!
Resources: Referral Coach | Coach Cates | Bill Cates Speaking | E-Guide | Referrals Mini-Series Part 1
Brought to you by: Iris.xyz
Tuesday Jul 09, 2019
Tuesday Jul 09, 2019
Every advisor’s dream is to get referrals without asking. But how do you accomplish this?
According to Bill Cates, the key is to be super referrable.
Today, Matt welcomes Bill, the founder of Referral Coach International, for a 3-part mini-series on referrals to help you and your practice grow in the best way possible.
In this first part, Bill and Matt explore how you can get referrals without asking. Referencing Julie Littlechild’s research on the correlation between client satisfaction and referrals, Bill lays out several strategies to help you create engaged client relationships that will make clients want to refer you.
In this episode, you’ll learn:
- The three parts of the client relationship that create engaged clients
- Why the biggest mistake is thinking getting referrals needs to take a long time
- The importance of the value you provide and how you can start providing it quickly
- Why it’s important to talk about expectations early on
- The value in finding and sharing your ‘client-focused why’
- And more!
Join Bill and Matt now to pick up some great tips and ideas to help you on your path to getting referrals without asking!
Resources: Referral Coach | Coach Cates | Bill Cates Speaking | Julie Littlechild
Brought to you by: Iris.xyz
Tuesday Jul 02, 2019
Tuesday Jul 02, 2019
Nobody knows the power of a podcast like a podcast host.
Today, Matt Halloran welcomes Ben Jones, the host of the Better Conversations. Better Outcomes podcast and the managing director and head of intermediary at BMO Global Asset Management. At BMO, Ben leads a team of sales and service professionals to deliver investment solutions to intermediaries such as RAI’s, broker-dealers, and other investment managers.
To get the word out about the great work his team does, Ben hosts a bi-weekly podcast called Better Conversations. Better Outcomes, where he provides listeners with actionable content to help propel their practice in different areas of wealth management. Today, Ben shares more about his strategies behind his podcast, and how he makes it as valuable as possible for listeners.
In this episode, you’ll learn:
- About Ben’s role at BMO
- Why Ben believes that better conversations lead to better outcomes for advisors and their clients
- Three areas of conversation Ben and his team aim to enhance
- The importance of putting the content you’re marketing first
- Why Ben believes financial services is a noble profession
- And more!
Tune in now to learn more about Ben, BMO Global Asset Management, and the power of podcasting with great content!
Resources: Top Advisor Marketing / BMO GAM/Better Conversations/ Tickle Monster
Brought to you by: Iris.xyz
Thursday Jun 27, 2019
Thursday Jun 27, 2019
Today, Matt shares the mic with a guest who has a substantial amount of experience in the finance industry and ideas to help you solve problems and make your life that much better.
In this episode, Ed Dressel, president and owner of RetireReady Solutions, shares how his company helps advisors educate their clients about what retirement can and will look like. Most importantly, you will find out how Ed’s processes can be applied to your experience.
In this episode, you will learn:
- How the reports that Ed’s company provides breaks down retirement plans in a way that everyone can understand
- What it means to take a smaller step towards retirement and other important questions to ask your financial advisor
- What Ed likes to do for fun to blow off steam
- Ed’s go-to piece of advice or life insight
- And more!
Tune into this episode of the Top Advisor Marketing Podcast and learn how to help your clients RetireReady!
Resources: RetireReady Solutions
Brought to you by: Iris.xyz
Tuesday Jun 25, 2019
Tuesday Jun 25, 2019
Today, Matt welcomes back a known thought leader Craig Hersch, estate planning attorney and founder of The Freedom Practice.
Craig is here to share how he’s grown his business to the point where he’s able to spend time focusing on his highest and best use. In this episode, Craig also uncovers seven steps for strategic risk-taking so you too can overcome your obstacles and start generating great ideas.
In this episode, you will learn:
- Craig’s seven steps for following through on your ideas
- How your personality traits affect your ability to generate and carry out great ideas
- The importance of looking back at how far you’ve come
- Why you should be doubling your costs when doing a cost-benefit analysis
- The importance of delegating tasks so you can carry out your highest and best use
- And more!
Tune in and learn how to start putting your ideas into practice!
Resources: The Freedom Practice | The Estate Planner’s Practice Development Podcast | Kolbe Personality Test | The Blueprint Program
Brought to you by: Iris.xyz
Thursday Jun 20, 2019
Thursday Jun 20, 2019
Many advisors tend to have difficulties in the area of referrals. How much is too much? And why isn’t your COI reciprocating with client referrals?
In part 2 of uncork your productivity, Matt discusses the ins and outs of referrals with Michelle Donovan. They go on to answer many questions around referrals that plague the minds of many financial advisors.
In this episode, you will learn:
- Where financial advisors can begin with getting referrals.
- How the fear of sounding desperate is a self sabotaging belief.
- Way to deal with the fear of sounding desperate when asking for referrals.
- How to set clear expectations with your COIs and other existing clients.
- The influence having a niche has on a financial advisor’s ability to get referrals.
- How Michelle helps advisors find their niche.
- What the communication training by Michelle and Patty to their clients looks like.
- And a lot more!
Need some help with asking for or receiving referrals from your COIs? Let Michelle Donovan help you get uncorked and get results. Tune in now!
Resources: Productivity Uncorked
Brought to you by: Iris.xyz
Thursday Jun 20, 2019
Thursday Jun 20, 2019
Welcome to part one of this mini-series with our friends Patty Kreamer and Michelle Donovan, co-owners of Productivity Uncorked!
Today, Matt speaks to our special guests about productivity. They bring you actionable advice, covering topics from managing to-do lists and getting rid of brain clutter to calendering and cutting out email-stress once and for all.
In this episode, you will learn:
- What it means to be truly productive
- How to go about creating and managing a to-do list
- How Patty teaches people the time blocking system
- What it means to be unproductive and how to get ahead of it
- Some of the biggest time wasters financial advisors deal with
- Tips for reducing the stress that comes with handling emails
- What the productivity coaching program by Patty and Michelle entails
- And more!
Are you ready to uncork your productivity and become more effective? Then tune in to learn how!
Resources: Productivity Uncorked
Brought to you by: Iris.xyz
Tuesday Jun 18, 2019
Tuesday Jun 18, 2019
When Matt gets this excited about a guest, you know it’s going to be good!
Today, Matt chats with Dean Soto, president of Pro Sulum, about scaling your team and saving time by enlisting virtual assistants to document your systems. Dean also explains why rescinding control can be a good thing. In fact, Dean firmly believes that 95% of what we do can be done by someone else if there is a process in place.
In this episode, you will learn:
- What drove Dean to start his own business
- Which essential and time-consuming tasks virtual assistants can do for you
- Who the most important person is to have in your organization
- How to make standard operating procedures easier to put together
- Why virtual assistants will save you time and money
- Where the name Pro Sulum came from
- And more!
Listen in now to find out how to document your systems and free up your time!
Resources: Dean Soto via LinkedIn | Pro Sulum
Brought to you by: Iris.xyz
Thursday Jun 13, 2019
Thursday Jun 13, 2019
Today, Matt welcomes Executive VP of Global Sales and Delivery at FranklinCovey, Shawn Moon to the show!
In this episode, Matt steps outside of the finance industry to get Shawn’s fresh, new take on how to cultivate fierce loyalty in your customers. As it turns out, it all starts with your employees — 70% of your customers are influenced by your frontline employees! Today, you will learn how to help your employees strengthen their sense of empathy, responsibility, and generosity.
In this episode, you will learn:
- Why the finance industry is practically tailor-made for the leading loyalty framework
- Why it’s imperative to influence frontline employees
- About the 11 huddles to have with your team
- Ideas for using a powerful emotion — surprise — to inspire customer loyalty
- The satisfaction metric pitfalls to avoid
- And more!
Tune in and learn how to influence your frontline employees and build customer loyalty!
Resources: Leading Loyalty | FranklinCovey
Brought to you by: Iris.xyz
Tuesday Jun 11, 2019
Tuesday Jun 11, 2019
Great Waters Financial has truly achieved branding excellence. And today, Matt is bringing you some behind-the-scenes insight into just how they did it.
In today’s episode, our friends Austin Schmitt and Elijah Kovar, partners of Great Waters Financial, are here to share their secrets, starting with how they stay in control of their brand message while operating several locations across the state of Minnesota.
In this episode, you will learn:
- An exercise to help you answer: What kind of story do you want to have told about you?
- How to get down to the core of your brand message
- Which part of the branding process usually trips people up
- Why a mission statement is not a marketing message
- Ideas for building your mission into your culture (even if you have a big team)
- What percentage of Great Water Financial’s annual revenue is spent on marketing
- Why your marketing budget should be the last thing you cut
- And more!
Tune in now to learn tried-and-true strategies for uncovering your brand message and making it shine across several locations!
Resources: Great Waters Financial | Great Waters Financial Facebook Page | Iris.xyz
Friday Jun 07, 2019
Friday Jun 07, 2019
Matt is excited to welcome business coach and author of “The Think Big Movement,” Jon Dwoskin to the show!
Jon and Matt take a deep dive into what you can do to get out of your own way, how to reconnect to the bedrock of what makes you tick, and how identifying your personal brand can help you manage your team more effectively.
In this episode, you will learn:
- Which traits to look for in a mentor
- Examples of what your personal brand might be and how it affects your work and client relationships
- How your relationships can change once you identify your personal brand
- How to take the risks needed to get out of your comfort zone
- The benefits of interrupting your patterns (and book recommendations!)
- And more!
If you’re curious about how you can benefit from shaking things up and interrupting your patterns, hit that “play” button!
Resources:
Jon Dwoskin Experience | Seat Of The Soul by Gary Zukav | The Think Big Movement: Grow Your Business Big. Very Big! | Jon Dwoskin’s cell #: (248) 535-7796.
Brought to you by: Iris.xyz
Tuesday Jun 04, 2019
Tuesday Jun 04, 2019
Matt and Kirk are back on the mic today to discuss #BeYourOwnLoud - how you as an advisor can share your story and build relationships.
Combining the power of LinkedIn and Podcasting, our #BeYourOwnLoud service, Micro-Influencer, is our two part service that can act as an entire marketing strategy for advisors.
With over 20 years in the business, Kirk has experience with just about every marketing tactic that walks across conference stages. Never in his career has he been this excited about a product that offers something truly extraordinary for advisors.
If you're looking to grow your business and develop lasting consumer relationships, this is an episode you won't want to miss!
Links: Join the Micro-Influencer Revolution
Thursday May 30, 2019
Thursday May 30, 2019
Your host Matt Halloran is thrilled to welcome one of his personal wealth idols, Kathleen Burns Kingsbury to today's episode.
Kathleen is a wealth psychology expert, founder of KBK Wealth Connection, host of the Breaking Money Silence® podcast, and an internationally published author and speaker. Named one of nine amazing conference speakers in 2017 by Investment News, Kathleen is a sought-after keynote speaker and consultant on the topic of women and wealth and couples and money. Her mission is to empower women, couples, and families (and the advisors who serve them) to shatter money taboos and communicate more effectively about financial matters.
On today's episode, Kathleen and Matt are going to discuss how you can revolutionize your conversations about money, explore the taboo of money talk, and what you as an advisor can be doing to help yourself and your clients talk about their dollars.
Top Advisor Marketing Listener Special
In her latest book, Breaking Money Silence®, Kathleen provides her readers with a step-by-step guide to opening up about a difficult subject. It offers a strategy that can save money, improve relationships, and help people raise fiscally responsible children. We're giving away a FREE copy of Kathleen's Executive Summary from her latest research on Breaking Money Silence! Find your copy today at: http://bit.ly/breakingmoneysilence
Links: Kathleen Burns Kingsbury | Breaking Money Silence® Executive Summary | Breaking Money Silence® Podcast