Podcasts by Top Advisor Marketing Podcast

Content That Converts? Write Content That Connects With Derek Pollard (Ep. 348) from 2022-02-15T11:00:56

You’re all about building relationships as an advisor, right? Then why does your copy still come across as “salesy”? Rather than writing to convert, why not write to connect? 

Say Goodbye to Imposter Syndrome: Start Your Awesome Podcast! With Nicole Casperson (Ep. 347) from 2022-02-08T11:00:47

Do you want to start a podcast, but you’re worried that your story isn’t interesting or that you don’t have enough expertise to share?

Self-doubt is common, especially among women. 

Mind Mapping: Turn the Messiest Ideas Into Clear Actions for Your Team! With Michelle Matus (Ep. 346) from 2022-02-01T11:00:37

Do you ever leave meetings feeling disappointed because you have disorganized notes that you know will be a nightmare for your team to understand, let alone act on? 

The easiest and best ...

What Most Advisors Are Missing in Their Business Development Plan With Kim Skermer (Ep. 345) from 2022-01-24T11:00:08

Are you struggling with building and implementing a long-term business development plan?



Perhaps it’s missing some key elements.

344. How To Make Your Transition to a New Firm Less Overwhelming With Andree Peterson from 2022-01-18T11:00:20

Transitioning to a new firm can feel overwhelming due to various reasons… such as moving clients, repapering, and adjusting to new systems, to name a few!

343. The Ultimate Niche Marketing Guide: Never Hesitate To Pick a Niche Again With Russ Thornton from 2022-01-11T11:00:30

Myth: If you pick a niche, you’ll reduce your number of potential clients.



Reality: Picking a niche fine-tunes your messaging and attracts ideal clients!

342. Our 7 Biggest Marketing Lessons From 2021 for Financial Advisors from 2022-01-04T11:00:34

In 2021, we re-branded to ProudMouth, surpassed 300 episodes of this podcast, started a new podcast, and built a learning platform called PodRocket Academy. 



We’ve been busy. A...

341. Health Is Your Biggest Asset! Are You Treating It That Way? With Stevyn Guinnip from 2021-12-28T11:00:05

Advisors, it’s time to stop burning yourself out. If you truly want to live your best retirement, focus on building your health and wealth!

340. The MarketCounsel Clip Show: Highlights From the 2021 Summit from 2021-12-22T11:30:58

Couldn’t make it to The MarketCounsel Summit 2021?



Don’t worry! We have compiled this 20-minute clip show with some of our best interviews!

339. The MarketCounsel Summit 2021: How To Use PR to Combat Misinformation in Financial Services With Ray Hennessey from 2021-12-22T11:15:15

Over the past few years, communication strategies for financial services professionals have changed dramatically, especially with modern marketing tools, like social media.

338. The MarketCounsel Summit 2021: What’s in It for Advisors? With Brian Hamburger from 2021-12-22T11:00:55

The MarketCounsel Summit. A lot of advisors are familiar with this event!



It’s where executives from leading wealth management firms gather to reassess the financial landscape.

337. How To Use Video Marketing To Attract Clients –– Without Being on Camera! With Jill Addison from 2021-12-21T11:00:21

Video marketing helps advisors improve SEO, increase their email click-through rates, and boost social media engagement.



And get this –– you don’t even have to be on camera to ...

336. Leading, Scaling, and Growing a Wealth Management Firm With Blain Wease from 2021-12-14T10:00:23

Tired of having ongoing business problems in your advisory practice? It might be time to stop fighting the symptoms and start searching for the root cause!

335. Should You Outsource Your Podcast? Here’s the Complete Cost-Benefit Analysis! from 2021-12-07T10:00:35

Matt Halloran and Kirk Lowe are helping you answer this question! Join them to learn about the podcast production process on a granular level — content creation, editing, marketing, expected result...

334. Are Your Clients Overwhelmed By College Planning? Meet Dan, the College Man! from 2021-11-30T10:00:29

Do your clients feel ready for their children to graduate from high school? Or, are they like many parents who are completely overwhelmed because they haven’t started planning for college? 

333. 4 Systems To Build a Resilient Advisory Practice With Jay Coulter from 2021-11-23T11:00:14

In financial services, bear markets come and go. But the most resilient advisors stand strong even during the toughest crises.

331. 3 Ways to Monetize Your Podcast With Any Number of Downloads! from 2021-11-09T11:00:26

The podcast industry is obsessed with monetization. And we get it! Most podcasters want their shows to generate revenue. But are high downloads the only way to do it? 

330. Are You Listening? Writing So Your Audience Can Hear You With Derek Pollard from 2021-11-02T11:00:22

You know exactly how you can transform your client’s life. But you just can’t seem to find the right words to tell them how. Sound familiar?

329. Is Social Selling Even Worth It for Advisors? With Carson Heady from 2021-10-26T11:00:54

Your prospects may not hire you right away. But when they’re ready to work with an advisor, you’ll want them to think of you first! 

328. Our Proven Strategies To Beat Podfade from 2021-10-19T13:47:17

When a podcaster stops producing episodes, suddenly and without notice, that’s called “podfade.”



Believe it or not, 50% of podcasts podfade before reaching episode seven. And t...

327. Help Parents Save For College Without Jeopardizing Their Retirement With Brock Jolly from 2021-10-12T11:00:49

A staggering 73% of parents with children under 18 say that paying for college is their top financial fear, according to Gallup. 



Not included in that statistic is the number o...

326. How To Market Yourself As an Expert With Kristen Luke from 2021-10-05T11:00:18

When done right, niche marketing helps advisors attract more ideal clients and skyrocket their business!

325. Master the Emotional Side of Money With Christine Luken from 2021-09-28T11:00:52

Do you ever tell your clients to “leave emotions out” of their financial decisions? If so, you’re asking them to do something that’s physically impossible. 

324. PR at a Global Level: How Top Entrepreneurs Do It With Justin Breen from 2021-09-21T11:00:46

Top entrepreneurs attract opportunities by having a growth and abundance mindset.

323. 5 Marketing and Sales Trends That Make or Break Lead Generation from 2021-09-14T11:00:58

Consumer behavior is evolving. Are you still using the right strategies to attract leads to your content?

322. Using a Client Advisory Board To Discover What Clients Value Most With Stephen Wershing from 2021-09-07T11:00:22

Creating a personalized client experience is more important than ever. And really, who knows what the clients want better than the clients themselves?

321. Want To Stand Out? Rethink Your Digital Marketing Strategy With Mehul Gandhi from 2021-08-31T11:00:49

The digital marketing landscape keeps evolving. If you want to stand out from your competition, you’ve got to keep up!

320. Steps You Can Take Now To Skyrocket Your Personal and Professional Growth With Bill Bloom from 2021-08-26T11:00:51

Want to grow personally and professionally? 



Focus on continuous education, both for you and your clients.

319. Take This Red Pill to Exit the Rat Race With Jerome Myers from 2021-08-24T11:00:48

No matter how successful you become, your days will feel empty if you’re not living a life of fulfillment. 



Ready to exit the rat race? It’s time to take the red pill!

318. Why M&A Is a Game Changer for Advisors With David Grau Jr. from 2021-08-19T11:00:11

Mergers and acquisitions (M&A) can be a game-changer for advisors.



When done right, they may be the fastest way to grow your business!

317. Make Work Awesome by Reinventing Your Business Culture With Pam Ross from 2021-08-17T11:00:57

When was the last time you thought, “Wow, I love my job!”? Has it been a while?

316. Why the Future of Financial Services Isn’t Financial With Dennis Moseley-Williams from 2021-08-12T11:00:07

In this highly commoditized financial industry, selling excellent investments or advice isn’t enough.



So, what are clients looking for? You’re about to find out!

315. Podcasting: The Solution to Advisors’ 7 Biggest Marketing Challenges from 2021-08-10T11:00:57

You’re about to get solutions to the marketing challenges that hinder today’s advisors from accelerating their influence.

314. Being Your True Self on Social Media Is Easier Than You Think With Fereshteh Fattaahi & Ben Daron from 2021-08-05T11:00:52

Your prospects care about who you are, not just what you know. Do you know how to show them your true self on social media?

313. How To Introduce Your Clients to ESG Investing With Gabe Rissman from 2021-08-03T11:00:19

Are you giving your clients the opportunity to make a positive impact on this world with their investments? 

312. How To Turn Your Ideas Into Enterprises With Keena Pettijohn from 2021-07-29T11:00:56

Do you have an idea that could change the financial services industry for the better?



With the perfect combination of integration and partnerships, you can bring that idea to f...

311. DEI in Financial Services: Supporting Professionals and Consumers of Color With Dana L. Wilson from 2021-07-27T11:00:25

The financial services industry has a major diversity issue. While it’s gradually becoming more inclusive, it still has a long way to go before we can truly call it a safe space for every individual.

310. Building Streamlined Client Communications Has Never Been So Easy! With Frantz Widmaier from 2021-07-22T11:00:46

As you grow your practice, maintaining relationships with every client gets increasingly challenging.



But not when you have a solid CRM technology in place.

309. Become a Top Advisor (By Doing What No One Else Is Doing!) With Scott Stathis from 2021-07-20T11:00:15

Advisors, we have two questions for you: 

1. What is your product? 

2. What is your differentiator?

308. The Virtual Business Model: Growing Your Practice in the 21st Century With Derek Notman from 2021-07-15T11:00:41

While trying to maintain a healthy work-life balance as a virtual advisor, have you ever thought, “There has to be a better way”?



If so, Derek Notman, CFP®, founder of Conneqto...

307. Revolutionizing Marketing Systems for IMOs With Marc Rogers from 2021-07-13T11:00:35

These days, if you don’t have a digital presence, you don’t exist for most prospects. It’s time to create a fully integrated marketing system that’s ever-present and builds relationships.

306. How To Shake off the Fear Dust and Be 100% You While Podcasting With Patrice Sikora from 2021-07-08T11:00:43

Are your nerves holding you back from starting a podcast? 



Good news: We have a professional podcast host on our team who’s known for helping new podcasters find their groove. 

305. The Number One Driver of Marketing Success for Advisors from 2021-07-06T11:00:27

To be successful at marketing, you’ve got to be willing to put in the work. And then comes a tricky part: deciding how involved to be in that work and what to outsource.

304. The Only Type of Sales That Works For Today’s Advisors With Shauna Mace from 2021-06-29T11:00:43

When you start associating sales with building relationships and creating influence, it takes your prospect meetings to a whole new level.

303. Bridging the Gap Between Advisors and Leads With Chris Sonzogni from 2021-06-22T11:00:10

One of two things happen with leads all the time –– they buy or they disappear.

302. The Advisor’s Guide To Achieving Work-Life Balance With Travis Parry from 2021-06-15T11:00:52

We live in an overworked world. Working 80+ hours at the office (and spending the rest of the time on our phones), is unfortunately the norm. But, it doesn’t have to be your norm. 

301. Every Reason To Start a Virtual Family Office With Anton Anderson from 2021-06-08T11:00:31

Have you ever considered partnering with CPAs and attorneys to give your clients the virtual family office experience? 

300. 5 Not-So-Obvious Things To Do Before You Start a Podcast from 2021-06-01T11:00:03

Thinking about starting a podcast? Before you press record, learn five podcasting must-haves that’ll help you avoid podfade and grow an audience of loyal fans. 

Episode 299 – How Chip Munn Went From Teaching Sixth Grade To Managing Almost $2 Billion in AUM from 2021-05-25T11:00:42

Most advisors take years to grow their practice. Very few are able to experience exponential growth right from the beginning.



Today’s guest is one of the few.

Episode 298 – Define Your Brand With 6 Easy Questions from 2021-05-18T11:00:16

Can you confidently say that your ideal prospects have a clear sense of who you are, whom you serve, and why?

Episode 297 – How To Please Compliance While Fulfilling Your Marketing Dreams –– With Max Schatzow from 2021-05-11T11:00:11

Do you want to do content marketing, but you feel burdened by compliance?



To help set you free, Matt Halloran talks to Max Schatzow, an attorney at Stark & Stark and founder of...

Episode 296 – How to Live Stream on Multiple Platforms With Just One Click –– With Anya Razina from 2021-05-04T11:00:08

Imagine being able to deliver your message to your audience in real-time across all social media platforms. 



That’s exactly what you can do with Restream! And they make it supe...

Episode 295 – How To Use M&A as a Catalyst To Grow Your Advisory Practice –– With Allen Darby from 2021-04-27T11:00:24

Are you hesitant to enter the merger and acquisition (M&A) space because you don’t want to sell your business and stop working? Or, maybe you’re worried about losing complete autonomy.

Listen

Episode 294 – Is Selling Even Necessary Anymore? from 2021-04-20T11:00:09

Your prospects will usually make their final purchasing decision when you’re not around. 



People want to buy your services. What they don’t want is to be on the receiving end o...

Episode 293 – Want Clients for Life? Give Them Freedom to Pursue Their Passions –– With George Kinder from 2021-04-13T11:00:55

If you can help your clients discover their most meaningful and deeply felt aspirations, they’re likely to stay with you for life. 



In this episode, Matt Halloran is joined by ...

Episode 292 – Thinking About Podcasting? Here’s What It’s Like To Podcast With ProudMouth –– With Malcolm Ethridge from 2021-04-06T11:00:57

If you’re thinking about starting a podcast and using one of our services to make it happen, this episode is for you! 



You’re about to discover what the client onboarding proce...

Episode 291 – Diversity Inclusion: How To Make Your Social Media Content Accessible –– With Alexa Heinrich from 2021-03-30T11:00:47

Creating accessible content is the right thing to do. Because you care about your audience and their experience with your brand.



In this episode, Matt Halloran talks to Alexa H...

Episode 290 – Little Things That Make Your Brand Unforgettable –– With Sheri Fitts from 2021-03-23T11:00:55

A coffee mug on your desk, the color of your walls, what you play on your office TV, and maybe even a pair of polka dot socks. 



These small details are easy to overlook. But th...

Episode 289 – Stop Being Sales-y on LinkedIn (Build Relationships Instead) –– With Charlie Van Derven from 2021-03-16T11:00:23

Sales has fundamentally changed. Before people consider saying yes to services, they want to know that you genuinely care about them. They want to be sure that they can trust you. 


...

Episode 288 – 5 Mistakes That Keep Podcasters From Building a Loyal Audience from 2021-03-09T10:00:05

Every podcaster hopes to have loyal listeners. These are the people who know what day you release new episodes on, are super eager to tune in, and never miss an opportunity to recommend your podcas...

Episode 287 – Underused Marketing Tactics That Are Absolute Gold for Advisors –– With Claire Akin from 2021-03-02T10:00:54

Your competition is consistently adding new prospects to their email lists and getting meetings with ideal prospects. 



How?



By using proven digital marketi...

Episode 286 – Why Outsourcing C-Suite Roles Boosts Your Business’s Efficiency –– With Sarah Koenig & Lisa Ferguson from 2021-02-23T11:00:19

Most small businesses can’t afford to hire an employee for every area of their business. And if you try to handle everything yourself, that reduces your efficiency tremendously.


Listen

Episode 285 – How To Turn a Podcast Into Your Main Source of New Business –– With Taylor Schulte from 2021-02-16T10:00:39

Ten clients hired Taylor Schulte’s financial firm directly from his podcast last year, generating about $100,000 in recurring annual revenue. 



Taylor’s podcast has become his p...

Episode 284 – Top 5 Reasons To Outsource (Even if You’re a Self-Described Control Freak) from 2021-02-12T15:49:48

Ever since we started outsourcing last year, we’ve been able to take our internal efficiency and the value of our services to a whole new level.



In this episode, Matt and Kirk ...

Episode 283 – How To Leverage the Power of Outsourcing Through a Network of Referral Partners –– With Brad Wales from 2021-02-02T10:00:13

One of the greatest benefits of outsourcing is that it allows you to build a narrow focus and work on areas in which you’re truly an expert.



In this episode, Matt talks to Brad...

Episode 282 – Why Posting on Every Social Media Platform Imaginable Doesn’t Create Influence –– With Mohit Rajhans from 2021-01-26T10:00:41

It’s time to rethink the conventional advice from marketing gurus who say you must be on every social media platform if you want to become a subject matter authority.  



In this...

Episode 281 – What It Actually Takes To Get Leads: 5 Forgotten Marketing Rules from 2021-01-19T07:00:31

When we talk to advisors about starting their own podcast, their first question is: “When will I get leads?”



Of course, getting leads –– that turn into ideal clients –– is the ...

Episode 280 – How This Advisor Gets 10,000 Listens Every Month by Podcasting About Life (Not Money!) –– With Jimmy Williams from 2021-01-12T09:00:51

Put yourself in your prospect’s shoes. Would you enjoy listening to a podcast that gives you a boring rundown on a financial topic? Or worse, is clearly trying to sell to you?



...

Episode 279 – 3 Popular Myths That Stop Advisors From Starting a Podcast from 2021-01-05T11:00:54

Do you have fears that hold you back from starting a podcast? 





Or, maybe without realizing it, you believe in three myths that discourage too many advisors from pod...

Episode 278 – How To Use Multiple Forms of Media To Become a Subject Matter Authority –– With Jason Pereira from 2020-12-29T11:00:21

When a prospect discovers you through your content and experiences your expertise, your credibility as an advisor goes through the roof!





Today, Matt is joined by Ja...

Episode 277– Why Top Advisors Are Rebranding Their Client Meetings –– With Duncan MacPherson from 2020-12-22T07:00:41

Attention advisors! It’s time to re-introduce yourself to your favorite clients so they understand and appreciate your value completely!



Today, Matt is joined by Duncan MacPher...

Episode 276 – How to Make Extremely Accurate Documentation Ridiculously Easy –– With Maree Moscati from 2020-12-21T20:31:45

Imagine having your prospect and client meetings so well documented that you can pick up exactly where you left off from the previous meeting or call. That would show your prospects and clients tha...

Episode 275 – Here’s What It’s Like To Podcast With Us! –– With Lauren Bus from 2020-12-08T11:00:17

Are you thinking about starting a podcast? 





Imagine only having to show up to record your podcast, because you have an outsourced marketing team that takes care of ...

Episode 274 – Why Innovation Is More Essential Than Ever for Today’s Advisors –– With Bill Hortz from 2020-12-01T10:00:30

In order for financial advisors to accept change, they have to be aware that change is needed. 





Today, Matt and guest Bill Hortz, the founder and dean of the Instit...

Episode 273 – How to Attract Ideal Prospects by Being Yourself –– With Matthew Jarvis from 2020-11-24T10:00:01

Pretending to like golf won’t get you clients.





The best way to grow your business is by being authentic and doing things you love with people who love the same thin...

Episode 272- How To Overcome 15 “Buts” That Keep Your Business From Achieving the Next Level of Success from 2020-11-19T10:00:25

“I would like to do this but…” 





There are many “buts” that financial advisors use as reasons to not pursue a better marketing strategy that would move their busines...

Episode 271 – Secrets To Writing Click-Worthy Social Media Posts for Your Niche –– With Jeff Woodhouse from 2020-11-17T10:00:37

Do you know how to write social media posts that speak directly to your niche audience? Posts that aren’t vague or sales-y. But instead, undeniably relevant and valuable –– a magnet for your ideal ...

Episode 270 – How To Build Influence That Gets Prospects To “Yes” Faster During a Virtual Sales Process –– With Patrick Brewer from 2020-11-10T10:00:08

Getting a prospect to say “yes” during a 100% virtual sales process will be expensive and take more of everyone’s time if you haven’t already built your influence and credibility online.  
Listen

Episode 269 – 16 Social Media Etiquette Rules for Financial Advisors from 2020-11-05T10:00:17

There are ways to conduct yourself professionally on social media –– and there are etiquette blunders to avoid at all costs. 





Today, Kirk and Matt discuss “14 Essen...

Episode 268 – The Most Successful 401(k) Advisors Niche Out: Here’s How! –– With Jake Rushton from 2020-11-03T10:00:32

Most 401(k) advisors resist the crucial first step to succeeding in their industry: choosing a niche! 





In this episode, Matt is joined by Jake Rushton, an expert in...

Episode 267 – Ways To Get Women Highly Involved in Retirement Planning –– With Marcia Mantell from 2020-10-27T10:00:11

Women have very different retirements than men, starting with how they plan for it.





Today, Matt is joined by Marcia Mantell, the owner of Mantell Retirement Consult...

Episode 266 – How To Help Professionally Successful Women Survive a Divorce –– With Allison Jeffereys from 2020-10-20T10:00:41

50% of marriages in the United States end in divorce. With COVID-19 contributing to an abnormal amount of stress in relationships, there will likely be an influx of divorces in the coming future. Listen

Episode 265 – How To Stop Being Involved in Every Aspect of Your Business from 2020-10-15T10:00:15

As Michael E. Gerber, author of The E-Myth Revisited, famously said, “If your business depends on you, you don’t own a business — you have a job. And it’s the worst job in the world because you’re ...

Episode 264 – How To Become an Author Without Writing a Single Thing –– With Seth Greene from 2020-10-12T10:00:39

Books are the ultimate business card. But do you actually want to write a book?





In this episode, Matt is joined by Seth Greene, founder of Market Domination LLC, to...

Episode 263 – How to Help Your Client’s Adult Kids Figure Out Their Financial Future –– With Brian Ursu from 2020-10-06T10:00:31

Millennials and Gen Zs are often left asking themselves, “Now what?” when they’ve received their first big paycheck or a windfall of money.





In this episode, Matt sp...

Episode 262 – How To Be a Podcast Host That People Adore: Secrets From a Professional Host –– With Aric Johnson from 2020-10-01T10:00:41

Are you thinking about starting your own podcast? Or, maybe you’re interested in boosting your podcast hosting skills. 





Either way, you’re in for a treat!

Listen

Episode 261 – How to Use Original Content to Win Ideal Prospects –– With Jeremy Keil from 2020-09-29T10:00:59

Imagine having original content that shows your ideal prospects what you do and who you serve.





Imagine prospects calling you up, ready to work together, because you...

Episode 260 – Is Your Digital Marketing Working to Convert Prospects? –– With John Lincoln from 2020-09-22T10:00:45

Do you know how to track the different pieces of your digital marketing strategy? Do you know which marketing tactics are nurturing prospects effectively –– and which tactics could use some tweakin...

Episode 259 – What Facebook, LinkedIn, and Twitter Launched Once COVID-19 Hit –– With Julia Ritchie from 2020-09-17T10:00:58

Major social media platforms have been quick to release features that help people adapt to working from home and avoid misinformation during COVID-19. 





In addition ...

Episode 258 – RIAs’ Digital Marketing Home Runs During COVID-19 –– With Andrew Healy from 2020-09-15T10:00:34

Has the transition to relying more on technology during COVID-19 added to an already stressful situation –– or were you already using technology in your practice?





T...

Episode 257 – Why It’s Time for Advisors To Replace Selling With Content Marketing from 2020-09-10T10:00:45

People no longer want to be sold to. That means the financial services industry must drastically change their approach to attracting new clients.





Today, Matt and Ki...

Episode 256 – How To Make It Easy for Prospects To Consume Your Content –– With Malcolm Ethridge from 2020-09-08T10:00:10

You might have excellent content that’s dedicated to making your niche audience’s lives better. Now it’s crucial to make sure your prospects see your content and that it’s easy to consume. 
Listen

Episode 255 – How To Work With Underserved Communities and Still Attract High-Net-Worth Clients – With Adri Miller-Heckman from 2020-09-01T10:00:39

How can you attract more high-net-worth clients and still help groups that are typically underserved by advisors? 





Today, Matt is joined by Adri Miller-Heckman, fou...

Episode 254 – How To Use Facebook Ads To Market To Your Ideal Clients –– With Kelley Doutre from 2020-08-25T10:00:03

If you get super specific with your Facebook Ad targeting, will enough people see your ads?





Will you be competing for visibility with Facebook Ads from large financ...

Episode 253 – 8 Ways to Gain Competitive Advantage in Your Practice from 2020-08-20T13:00:35

Top advisors are champions in the industry because they’ve strategically moved their companies forward by gaining a competitive advantage. 





In today’s episode, Kirk...

Episode 252 – How to Create a Safe and Welcoming Space for LGBTQ+ Clients –– With Michelle Waymire from 2020-08-18T13:00:24

The LGBTQ+ community is still heavily underserved by financial advisors. Are you aware of LGBTQ+  clients’ unique planning needs and how to create a safe environment for different identities?
...

Episode 251 – 4 Ways for Advisors to Increase Prospect Quality Over Quantity from 2020-08-13T13:00:23

Lead generation is dying a slow, wonderful death. Large numbers of leads are no longer the ticket to marketing success for advisors. 





Today, Matt and Kirk dive into...

Episode 250 – Latino Communities Are Ready To Begin Talking About Their Money, But Where Should They Go? – With Jannese Torres-Rodriguez from 2020-08-11T13:00:06

Latino communities are underserved, and many don’t know who to speak with or where to begin talking about their money.





In this episode, Matt speaks with Jannese Tor...

Episode 249 – How RIAs Can Fulfill Every Compliance Requirement Without Sacrificing Time –– With Will Bressman from 2020-08-04T13:00:32

It’s overwhelming for advisors to make the jump to RIA and become their own governing body. But it can also feel liberating if you have tools that make it easy for you to fulfill compliance activit...

Episode 248 – Reasons for Advisors to Drop the Jargon and Start Using Sketches to Explain Financial Concepts –– With Carl Richards from 2020-07-28T13:00:41

Many advisors believe that if they aren’t using big words and acronyms with clients, then they aren’t proving their credibility. 





Today, Matt speaks with Carl Richa...

Episode 247 – Reduce Time and Costs During Your Advisory Firm’s Transitions –– With Jeremi Karnell from 2020-07-21T13:00:40

Today, Matt talks to Jeremi Karnell, president and COO of Truelytics. Truelytics is a leading business-intelligence SaaS (software as a service) platform in the wealth management sector. 

Listen

Episode 246 – How to Fill Your Webinars With Fans (Instead of Skeptics) from 2020-07-16T13:00:17

Do you have fans or skeptics showing up to your advisor webinars?





Fans are familiar with your work. They understand exactly how you help your niche. And they’re eag...

Episode 245 – Stop Waiting to Start Your Own Financial Podcast –– With Mike Langford from 2020-07-14T13:00:03

Are you thinking about starting your own podcast, but you’re not convinced that you’ll have an audience? 





In this episode, Matt talks to Mike Langford, CEO of finse...

Episode 244 – How to Be an Ally in a White Male-Dominated Workplace – With Julie Kratz from 2020-07-07T13:00:54

What does it mean to be an ally? What are some ways that you can be more inclusive in your workplace?





Today, Matt speaks with Julie Kratz, a TEDx speaker, inclusive...

Mini-Series: How to Use Your Video as a Marketing Tool –– With Laura Garfield And Sharon Gottula of Idea Decanter – Part 3 from 2020-07-02T13:04:24

Once you’ve shot your video, it’s time to get this new content in front of your audience.





In part three, Matt talks to Laura Garfield and Sharon Gottula of Idea Dec...

Mini-Series: What to Do Before You Shoot Your Video –– With Laura Garfield and Sharon Gottula of Idea Decanter – Part 2 from 2020-07-02T13:02:04

It can feel nerve-wracking to be in front of a camera, especially if it’s your first time shooting a video.





In part two, Matt is back with Laura Garfield and Sharon...

Mini-Series: How to Make Your Videos Way More Authentic –– With Laura Garfield And Sharon Gottula of Idea Decanter – Part 1 from 2020-07-02T13:00:39

How can advisors become more memorable to clients in a short amount of time? 





In today’s episode of Top Advisor Marketing Podcast, Matt kicks off a three-part mini-...

Episode 243 – How to Make Your Advisor Website Accessible –– With Natalie Hadley from 2020-06-30T13:00:17

Making your advisor website accessible doesn’t have to be difficult or expensive. And advisors who don’t make their website accessible will miss out on a $21 billion market. 



...

Episode 242 – PR Hacks for Every Financial Advisor –– With Marie Swift from 2020-06-23T13:00

Do you know to think like a journalist in order to get your expertise published?





In this episode, Matt talks to Marie Swift, president and CEO of Impact Communicati...

Episode 241 – How to Go From Bad to Good to Great Marketing from 2020-06-18T13:00:59

Do your marketing tactics strengthen your credibility? Or is it possible that your tactics are actually damaging your reputation and costing you time, money, and opportunities?



Listen

Episode 240 – What Will Your Comeback Story Be? –– With Bob DiMeo from 2020-06-16T13:00:15

As an advisor, what will your comeback story look like at the end of the pandemic? How are you going to do things differently, become more helpful to clients, and more aligned with what’s important...

Episode 239 – Easy Ways to Increase Traffic to Your Advisor Website –– With Nitesh Verma from 2020-06-09T13:00:54

You don’t have to be a Google expert to increase your website traffic. 





In this episode, Matt speaks with Nitesh Verma, director of growth at Advisor Websites. Nite...

Episode 238 – 5 Reasons Your Lead Generation Isn’t Effective And How To Improve It from 2020-06-04T13:00:15

Are you wasting time chasing leads that end up being unqualified or clueless about your real value?





In this episode, Matt and Kirk uncover 5 reasons why advisors’ l...

Episode 237 – Start Making Connection Calls With Your Clients Now – With Brad Johnson from 2020-06-02T13:00:06

People are desperate for connection right now. What are you doing to show your clients that you’re there for them?





In this episode, Matt speaks with Brad Johnson, V...

Episode 236 – How Advisors Can Benefit From Leadership Development –– With Peter Montoya from 2020-05-26T13:00:05

What is the value of leadership development for advisors? Why do they tend to focus so little on it?





In this episode, Matt talks to Peter Montoya, the best-selling ...

Episode 235 – Overcome Your Self-Limiting Beliefs and Win! –– With JM Ryerson from 2020-05-19T13:00:58

We often limit ourselves by questioning what we believe we’re capable of. This could be a result of the type of headspace we entrap ourselves in.





In this episode, M...

Episode 234 – Stop Viewing Compliance as Your Business-Prevention Department –– With Leila Shaver from 2020-05-12T13:00:09

Are you an advisor who feels nervous about compliance? Join the club. You might even want to start a podcast, but you’re worried about navigating compliance’s requirements.



Listen

Episode 233 – Beware of “10X” and “We Fill Your Pipeline” Claims from 2020-05-07T13:00:40

If a marketing expert promises you results that seem too good to be true, it probably is. 





In this episode, Matt and Kirk discuss why they believe it’s irresponsibl...

Episode 232 – How to Hire the Right People for Your Firm –– With Duane Roberts from 2020-05-05T13:00:01

Why are we talking about hiring on a marketing podcast? Because when advisors hire the right people, they can market that they have a stellar team and focus on doing what they do best. 

...

Episode 231 – Transparency Wave — With Paul Pagnato from 2020-04-28T13:00:55

Transparency changes everything for advisors. Being transparent means communicating all aspects of your business.





In this episode, Matt speaks with Paul Pagnato, CE...

Episode 230 – Sales Techniques and Triggers With Jason Smith from 2020-04-21T13:00:32

Have you ever wondered what the best way to get referrals is? Or how to know when it’s best to move forward in a sale and close the deal? 





In this episode, Matt cha...

Episode 229 – Marketing to The Forgotten Generation from 2020-04-16T14:00:06

Generation Xers are a Financial Advisors’ Dream - so why are they being left out?





In this episode, Kirk and Matt, Gen Xers working in the marketing space for financ...

Episode 228: Building Your Business to Run Without You – With Erin Botsford from 2020-04-14T13:00:07

Advisors, like all entrepreneurs, want to build a successful business, serve more people, make more money, and hopefully one-day have the freedom to enjoy it. If you go on vacation, do you worry if...

Episode 227: Advisors Need to Market Themselves Better — With Kurt Ohlson from 2020-04-07T13:00:16

Are you struggling to bring in new clients or even prospects? The answer to all your woes is marketing! But do you know how to market effectively and efficiently to get noticed by your ideal client...

Episode 226: The New Reality for Financial Advisors –– With Doug Heikkinen from 2020-04-02T12:52:55

Have you started changing the way you communicate with clients? Do you have a fine-tuned value proposition that articulates your unique expertise?





In this episode, ...

Special Episode: Going on The Offensive — With Coach Joe Lukacs from 2020-04-01T13:00:13

Being proactive and taking action, especially during difficult times, can be just what you need to help your business grow. How can you make the determination to play offence and be part of the 20 ...

Episode 225: Embrace AI and Prosper— With DJ Sebastian from 2020-03-31T13:00:58

Spending more time being face to face building a relationship with your client will benefit your practice more than sitting behind the desk drafting mailers.





In thi...

Special COVID-19 Episode: It’s Time To Step Up Your Game — With Joe Lukacs from 2020-03-30T13:00:22

Today’s environment of self-isolation can often leave people feeling uncertain about things. Now is the time to step up and take care of yourself, your team, and your clients! 



Listen

Episode 224: How to Create Lasting Brand Awareness — With Rebecca Hourihan from 2020-03-24T13:00:33

Do you need to become more recognizable? Are you the top search in your region?





In this episode, Matt speaks with Rebecca Hourihan, founder and CMO of 401(k) Market...

Episode 223: Are You Scaling Your Credibility? from 2020-03-19T12:00:49

Are you tired of spending time away from the office and your family to speak at events? There are benefits to public speaking, but what if you could reach an infinite number of people at once, all ...

Episode 222: How to Master Tough Conversations With Clients — With David Wood from 2020-03-17T13:00:41

Do you know how to have tough conversations with your clients? When a client cries in your office, is your automatic instinct to shut down the conversation?





In this...

Episode 221: Build a Million-Dollar Mindset and the Practice Will Follow — With Stephanie Bogan from 2020-03-10T13:00:23

Are you positioning yourself to build a million-dollar practice and take 100 days off? Are you on track to double your revenue in half the amount of time?





Today, Ma...

Episode 220: Dare to Reinvent Yourself and Help Clients Do the Same — With Bobby Henebry from 2020-03-03T13:00:09

Have you ever considered taking a different direction in your professional life? Are you equipped to have conversations with your clients about their own desires for reinvention?


Listen

Episode 219: How to Win Over Prospects With Email Campaigns — With Emily McGuire from 2020-02-25T13:00:24

Have you considered that email is no different than most of your other sales channels?  





Email campaigns give financial advisors a one-to-one relationship-building ...

Episode 218: How to Stay on the Forefront of Marketing in the 401(K) Space — With Aaron Pottichen from 2020-02-18T13:19:40

What strategies are you using to stand out from other financial professionals? Learn new strategies from a professional who’s making waves in a particularly competitive space.



Listen

Episode 217 – Build a Bridge Between Means and Meaning for Your Clients — With Mitch Anthony from 2020-02-11T13:00:06

Named as one of the top “Movers & Shakers” in the financial services industry, Mitch Anthony has been creating innovative discovery approaches for advisors for over twenty years. 


<...

Episode 216 – 8 Content Marketing Trends for 2020 from 2020-02-06T13:00:51

When you’re communicating with your audience and marketing your expertise, are you still taking a sales-oriented approach? How long has it been since you updated your marketing strategy?

Listen

Special Series Part 3: Your Preview of the Retirement & Longevity Summit — With Ross Marino from 2020-02-04T13:10:36

How will you become your prospects’ go-to expert for retirement planning in a sea of financial advisors who claim to have the same expertise? 





In this final episode...

Special Series Part 2: Surprising Features That Make or Break Industry Conferences — With Ross Marino from 2020-02-04T13:05:58

Have you ever attended an industry conference only to be left feeling dissatisfied? You couldn’t focus during the presentations, you barely networked, and you felt tired most of the time. 
Listen

Special Series Part 1: How to Move Beyond Numbers-Based Conversations — With Ross Marino from 2020-02-04T13:00:30

Most advisors affirm their clients’ thoughts and feelings every time they talk. That’s called active listening. It’s valuable, but it’s not enough to help you draw out what matters to your clients....

Episode 215 – Why Your Online Reputation Matters — With Sameer Somal from 2020-01-28T13:00:17

What do you do when you want information? Do you search the internet?  Did you know 93% of online experiences begin with opening a search engine like Google?





In thi...

Episode 214 – How to Rank Higher in Google’s Search Results — With Samantha Russell from 2020-01-21T13:00:09

Is your advisory practice coming up at the top of Google’s search engine results page? Can your prospects find you on social media?





Today Matt is joined by returnin...

Episode 213 – How to Develop Your Executive Presence — With Steve Kosch from 2020-01-14T13:00:19

Are you struggling to get your message across to your audience? Do you want to be that person who motivates a room of people to take action?





In this episode, Matt h...

Episode 212 – PR Strategies That Get Advisors the Most Attention — With Warren Weeks from 2020-01-07T13:00:12

Do you know how to use PR to draw attention to your expertise?





In this episode, Matt is joined by Warren Weeks, founder of Weeks Media, who shares strategies that y...

Episode 211 – Business Tips for a Dialed-In and Successful 2020 from 2020-01-02T13:00:23

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 ...

12 Days of Marketing – Episode 12 — The Best Tips From Our 12 Days of Marketing Series from 2019-12-20T13:00:07

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!


...

12 Days of Marketing – Episode 11 — Best Practices for Showcasing Your Expertise on Social Media from 2019-12-19T13:00:52

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 ...

12 Days of Marketing – Episode 10 – How to Create Your Powerful Hook from 2019-12-18T13:00:23

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.




Listen

12 Days of Marketing – Episode 9 — 9 Ways to Become a Good Podcast Guest from 2019-12-17T13:00:33

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 ti...

12 Days of Marketing – Episode 8 — 8 Ways to Retain Your Audience from 2019-12-16T13:00:32

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.  Listen

12 Days of Marketing – Episode 7 — 7 Ways of Self-Marketing for Advisors from 2019-12-13T13:00:25

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.



<...

12 Days of Marketing – Episode 6 — Podcast Coaching Tips from 2019-12-12T13:00:09

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 1...

12 Days of Marketing – Episode 5 — How to Think of In-Demand Podcast Topics Now from 2019-12-11T13:00

“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 o...

12 Days of Marketing – Episode 4 — 4 Benefits of Niche Marketing for Advisors from 2019-12-10T13:00:02

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. 
Listen

12 Days of Marketing – Episode 3 — 9 Best Practices for Building Your Marketing Team from 2019-12-09T13:00:18

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.




...

12 Days of Marketing – Episode 2 — 2 Ways to Keep Your Prospects Engaged During the Sales Process from 2019-12-06T13:00:47

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...

12 Days of Marketing – Episode 1 — 1 New Marketing Strategy: Micro-Influencer from 2019-12-05T13:00:48

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!


<...

Episode 210: Make Your Story The Message with Chris Smith from 2019-12-03T17:00:31

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.
Listen

Special Mini Series: 3 Part Research Series – Study Results of High-Net-Worth Breadwinners: Episode 3 from 2019-11-28T13:04:04

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 bo...

Special Mini Series: 3 Part Research Series – Study Results of High-Net-Worth Breadwinners: Episode 2 from 2019-11-28T13:02:28

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...

Special Mini Series: 3 Part Research Series – Study Results of High-Net-Worth Breadwinners: Episode 1 from 2019-11-28T13:00:38

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...

Episode 209: How to Become a Great Podcaster— With Tim Wohlberg from 2019-11-26T13:00:31

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 Hallor...

Episode 208 – The New Dynamics of Social Event Marketing— With Ryan Van Sickle from 2019-11-19T13:00:16

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 ...

Episode 207 – How to Find Your Resilience from 2019-11-14T13:00:32

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...

Episode 206 – 3 Marketing Trends for Advisors Who Want to Stand Out — With Jillian Bannister from 2019-11-12T14:00:59

Are you using the latest trends to help you stand out from the advisor down the street?





Today, Matt welcomes Jillian Bannister, CEO and co-founder of Ext. Marketing...

Episode 205 – The Time for Succession Planning Is Now — With George Hartman from 2019-11-05T13:00:38

You’ve poured your heart and soul into launching your business and creating growth. Wouldn’t you like your business to live on even after you’re no longer here?





In ...

Episode 204 – Transform Your Thinking for Better Digital Marketing Outcomes — With James Robert Lay from 2019-10-29T13:00:30

What is keeping you from creating a digital marketing strategy that brings in leads and leaves you feeling confident about your firm’s future?





In this episode, Kirk...

Episode 203 – Going All-In With Online Millennial Entrepreneurs — With Danielle Granger Nava and Dustin Granger from 2019-10-22T13:00:46

Would you ever be so bold as to switch your niche?





In this episode, Matt speaks with a financial planning brother-sister duo, Danielle Granger Nava and Dustin Grang...

Episode 202 – The Evolution of Advisor Marketing from 2019-10-17T12:24:37

There has been considerable evolution in advisor brands. Many tactics advisors use to get their message out have changed, but interestingly enough, some things have stayed the same.


Listen

Episode 201 – How to Turn Your Clients Into Raving Fans — With Luke Acree from 2019-10-15T13:00:30

In the service-based sales industry, your business is built off of how well you can build and keep client relationships. That is the centralized belief of ReminderMedia.




Listen

Episode 200 – Top Things We Have Learned in 200 Episodes from 2019-10-08T13:00:02

Today’s episode marks a special occasion for the Top Advisor Marketing team. It’s the 200th episode our Top Advisor Marketing Podcast! 





We couldn’t be more proud an...

Episode 199 — Why Your Team Needs a Masters in Inspiration — With Marlo Higgins from 2019-10-01T13:00:30

Often when it comes to their marketing and branding, advisors have a hard time lighting a fire under themselves — instead, they stay where it’s comfortable. They also miss opportunities to rise up ...

Episode 198 – Identity Theft Protection: Life’s Newest Necessity — With Dana Mantilia from 2019-09-24T13:00:02

Today, host Matt Halloran continues to help advisors separate themselves from the advisor down the street.  





In this episode, Matt speaks with Dana Mantilia, CEO an...

Episode 197 – Magnetic Marketing and Operational Mastery — With Brittany Anderson from 2019-09-17T13:00:08

Things come full circle today as Matt Halloran chats with Brittany Anderson of Sweet Financial Services, a firm he once coached.





Brittany is COO and co-founder of t...

Episode 196 – 4 Steps to the Perfect Marketing Strategy from 2019-09-10T13:00:02

Efficient marketing strategies are an advisor’s best friend because they take little time and effort. They allow advisors to focus on what they are really good at, which is helping their clients ac...

Episode 195 – Breaking Through Call Reluctance — With Connie Kadansky from 2019-09-03T13:00:59

On today’s Top Advisor Marketing Podcast, Matt places a special focus on sales with Sales Call Reluctance Coach, Connie Kadansky.





Connie Kadansky is a noted authori...

Ep 194 – How to Power up Your Marketing Today— With Mark Mersman from 2019-08-27T13:00:34

In today’s episode, Matt Halloran is coming to you live from Grand Rapids, Michigan, at USA Financial®!  





Matt is joined by Mark Mersman, CMO of USA Financial®, to ...

Episode 193 – Educational Seminars: A Valuable Item in an Advisor’s Marketing Toolbox — With Mike Thurman from 2019-08-20T13:01:32

Today, Matt welcomes back Mike Thurman, White Glove co-founder and seminar expert. Together, they dive deeper into White Glove’s educational seminar system and how advisors can execute a successful...

Episode 192 – 6 Ways Podcasts Make You a Better Advisor  from 2019-08-20T13:00:34

Do you know the similarities between being a great podcast host and a great advisor? 





In today’s episode, Matt and Kirk bring light to these similarities and discus...

Episode 191 – What does it take to build a million-dollar company? from 2019-08-15T13:00:23

In today’s episode, Matt Halloran and Kirk Lowe discuss how they merged their businesses and experiences together and founded Top Advisor Marketing. Here, they share the ins and outs of their journ...

Episode 190 – The Truth about Marketing ROI from 2019-08-13T13:00:05

In today’s episode, Matt Halloran interviews our founder, Kirk Lowe, and they dive deep into the truth surrounding marketing ROI for advisors. 





For 20 years, Kirk h...

Episode 189 – How to Differentiate Yourself and Influence Clients — With Jack Martin from 2019-08-08T13:00:24

There are two major differentiators that advisors tend to overlook: having a behavioral component in their sales and marketing and using longevity as a compelling conversation tool. 

Listen

Ep 188 – Building a Valuable Advisory Board With Stephen Wershing from 2019-08-06T14:00:42

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...

Ep 187 – Client Insights With Julie Littlechild from 2019-08-01T14:00:06

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 pro...

Ep 186 – Building External Relationships and Growing your Business – With Matt McGowan from 2019-07-30T14:00:46

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 relation...

Ep 185 – 14 Rules of Advisor Marketing Success from 2019-07-25T13:00:09

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 ...

Ep 184 – A Guide to Success and Enjoyment for Investment Advisors — With Bob DiMeo from 2019-07-23T14:00:12

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.”
<...

Ep 183 — Enhancing Your Business With the Psychology Behind People — with Genevieve Thayer from 2019-07-16T14:00:23

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...

Ep 182 — How to Secure Solid Introductions — Referrals Mini-Series Part 3 from 2019-07-09T14:02

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 f...

Ep 181 — How to ask for Referrals without Begging — Referrals Mini-Series Part 2 from 2019-07-09T14:01:08

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 typ...

Ep 180 — How to get Referrals Without Asking — Referrals Mini-Series Part 1 from 2019-07-09T14:00:18

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.

Listen

Ep 179 – The Power of Podcast Marketing — with Ben Jones from 2019-07-02T14:00:17

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...

Episode 181 — How to ask for Referrals without Begging — Referrals Mini-Series Part 2 from 2019-06-27T15:20:35

Ep 178 – Show Your Clients How to RetireReady — With Ed Dressel from 2019-06-27T14:00:30

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.


...

Ep 177 – 7 Steps for Strategic Risk-Taking — with Craig Hersch from 2019-06-25T14:00:23

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...

Ep 176 – Uncork Your Productivity: Part 2 — With Patty Kreamer and Michelle Donovan from 2019-06-20T14:01:59

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 pro...

Ep 175 – Uncork Your Productivity: Part 1 — With Patty Kreamer and Michelle Donovan from 2019-06-20T14:00:08

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...

Ep 174 – Start Creating Documented and Repeatable Systems — With Dean Soto from 2019-06-18T14:00:26

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 ...

Ep 173 – Cracking the Code to Customer Devotion — With Shawn Moon from 2019-06-13T14:00:33

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 Sha...

Ep 172 – Make Your Brand Powerful and Consistent Across Locations — With Austin Schmitt and Elijah Kovar from 2019-06-11T14:43:18

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...

Ep 171 – Start Interrupting Your Patterns — With Jon Dwoskin from 2019-06-07T15:44:40

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...

Ep 170- #BeYourOwnLoud from 2019-06-04T16:39:09

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 Podc...

Ep 169 – Breaking Money Silence with Kathleen Burns Kingsbury from 2019-05-30T14:07:23

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...

Ep 168 – Disability Awareness with Liz Travis Allen from 2019-05-28T16:09:44

Matt welcomes disability activist and policy director Liz Travis Allen to today's show to discuss with our audience the business applications for disability awareness.



Liz's sp...

Ep 167 – Worthwhile Content with Erica Gellerman from 2019-05-23T13:42:28

On today's episode, Matt is diving into the power of making great content Erica Gellerman.



Erica is a marketing consultant and writer specializing in the financial services ind...

Ep 166 – The Happiness Factor with Christy Aleckson from 2019-05-21T16:39:04

Today Matt welcomes highly sought after speaker and award winning financial processional Christy Aleckson to the show.



Christy is the CEO and Founder of Single Point Financial ...

Ep 165 – Reach, Engage, and Earn the Female Dollar With Barbara Provost from 2019-05-16T18:48:52

Your host, Matt, welcomes returning guest Barb Provost to the show to discuss her latest training program: Reach, Engage, and Earn The Female Dollar.



No stranger to hard work a...

Ep 164 – Your Personal Financial Snapshot With Kyle Christensen from 2019-05-14T16:57:45

Your host, Matt Halloran, welcomes Kyle Christensen to today’s show to discuss his company and software: Personal Financial Snapshot.



Our focus at Top Advisor Marketing Podcast...

Ep 163 – The Power of Recruiting with Tim Martin from 2019-05-09T14:13:46

Your host Matt shares the mic today with another incredible podcaster, Tim Martin. Today, the two experts are diving into how you can use recruiting as a retention, marketing, and legacy tool.
Listen

Ep 162 – 7 Podcast Tactics to Grow Your Business from 2019-05-07T18:15:34

Today Matt and Kirk are back on the mic and switching it up! Kirk is taking over today's episode, and interviewing your regular host, Matt,  on the 7 podcast tactics to grow your business.
Listen

Ep 161 – The Top 10 Arguments Against Niche Marketing – And Why They’re All Wrong! from 2019-05-02T18:16:23

Matt and Kirk are back on the mics today to discuss an important topic when it comes to building your brand and your business - why advisors avoid using niche marketing and the problems it can caus...

Ep 160 – The Decommodification of Your Services with Kirk Lowe from 2019-04-30T15:30:41

Today Matt shares the mic with Top Advisor Marketing's Brand Guy, Kirk Lowe, to discuss one of the most important factors to separating yourself from your competition - decommodification.

Listen

Ep 159 – The College Money Academy with Kelly O’Connor from 2019-04-25T13:16:09

Today Matt welcomes life long insurance specialist Kelly O'Connor to the show to discuss one of Kelly's incredible creations  - The College Money Academy.



The College Money Aca...

Ep 158 – Creating Compelling Business with Amit Dogra from 2019-04-23T19:22:58

Matt welcomes Amit Dogra, CEO of Third Seven Advisors to today's episode. Some of you may recognize Amit from his appearance on Permission to Succeed Podcast. where he shared his knowledge on what ...

Ep 157 – Provoking Brilliance with Machen MacDonald from 2019-04-18T13:57:12

Your host Matt Halloran welcomes long time friend of Top Advisor Marketing Machen MacDonald to today's podcast. Machen is the founder of Pro Brilliance Leadership Institute and is renown in the fin...

Ep 156 – Education Planning with Priscilla ONeill from 2019-04-16T18:03:06

Today your host Matt Halloran is pleased to welcome education planning expert Priscilla ONeill to today's episode to discuss what you can be doing as an advisor to assist your clients with educatio...

Ep 155 – Defining Global Leadership with Jodi Morris from 2019-04-11T19:57:51

On today's episode of Top Advisor Marketing, we're stepping away from the US economy to look at the big picture of global connection and wealth. Your host Matt welcomes Jodi Morris, founder of Conn...

Episode 154 – The Art & Science of Marketing with Andrew Healy from 2019-04-09T20:23:23

At Top Advisor Marketing we don't look at anyone as "the competition". Which is why it's always a pleasure to host someone else in the financial marketing industry to share their expertise and insi...

Ep 153 – Direct Response Marketing with Seth Greene from 2019-04-04T15:10:44

Today your host Matt is joined by the one and only Seth Greene to discuss his expertise in direct response marketing.



Seth is the nation’s foremost authority on growing your bu...

Ep 152 – Setting Realistic Social Media Goals with Ediri Obor from 2019-04-02T15:43:45

Your host Matt Halloran is joined by one of our team members and social media specialists Ediri Obor today to discuss setting social media goals.



Unrealistic social media goals...

Ep 151 – Equal Pay Negotiations with Katie Donovan from 2019-03-29T14:05:39

To finish of Women's History Month, your host Matt Halloran welcomes pay equity expert Katie Donovan to discuss what you can be doing to decrease the wage gap in your business.



Listen

Episode 150 – Part 3: The Compounding Impact of Marketing to Women with Podcasts: How to Maximize Your ROI Featuring Adri Miller-Heckman from 2019-03-26T16:20:41

Your host Matt welcomes returning guest Adri Miller-Heckman for the final installment of their  three-part mini-series titled: The Compounding Impact of Marketing to Women With Podcasts: How to Max...

Ep 149 – Part 2 of The Compounding Impact of Marketing to Women with Podcasts: How to Maximize Your ROI Featuring Adri Miller-Heckman from 2019-03-21T13:54:23

Your host Matt welcomes returning guest Adri Miller-Heckman to part two of their three-part mini-series titled: The Compounding Impact of Marketing to Women With Podcasts: How to Maximize Your ROI....

Ep 148 – The Compounding Impact of Marketing to Women With Podcasts: How to Maximize Your ROI featuring Adri Miller-Heckman from 2019-03-19T19:53:37

Your host Matt welcomes returning guest Adri Miller-Heckman to part one of their three-part mini-series titled: The Compounding Impact of Marketing to Women With Podcasts: How to Maximize Your ROI....

Ep 147 – Tips to Creating Your Marketing Calendar with Kaley Lewis from 2019-03-15T15:26:03

Your host Matt Halloran is welcoming back a returning guest and one of Top Advisor Marketing's very own Kaley Lewis to discuss how you can create timely and engaging marketing calendars.

...

Ep 146 – Creating Your Story Brand with Amy Huth from 2019-03-12T18:28:38

Your host Matt Halloran welcomes Amy Huth, founder and CEO of Due North Brand Consulting to today's show to discuss how you can use storytelling to further develop your brand.



...

Ep 145 – Flourish Financially with Kathy Longo from 2019-03-07T14:02:41

On our second episode of Women's month, your host Matt Halloran welcomes Kathy Longo, CFP®, CAP®, CDFA to discuss her newest book Flourish Financially: Values, Transitions, and Big Conversations. Listen

Episode 144 – Social Media Changes of 2019 with Julia Ritchie from 2019-03-05T20:54:22

Your host Matt Halloran welcomes one of Top Advisor Marketing's very own Julia Ritchie back to the mic today to dive into what's happening in social media!



Julia is one of our ...

Ep 143 – The Taylor Method with Eszylfie Taylor from 2019-02-28T16:00:58

Today Matt welcomes award winning advisor, broker and agent Eszylfie Taylor! With nearly two decades in the business, Eszylfie has managed to succeeded exponentially in the trenches and through his...

Ep 142 – The Intersection of Leadership, Character, and Ethos with Dr Sean Hannah from 2019-02-27T16:27:02

Ethos is defined as the core values, beliefs and ideal that a leader will hold and manifest out to positively influence others and organizations. Do you recognize the ethos in yourself as a busines...

Ep 141 – Marketing as an OSJ with Craig Snyder from 2019-02-21T17:52:24

It's a first for our host Matt Halloran as he welcomes our first OSJ to the show, Craig Snyder.



Craig is the CEO and Founder of the America Group, a premier financial services ...

Ep 140 – Business Marketing Strategy with Diederik Heinink from 2019-02-19T17:18:33

Matt welcomes another international guest to today's show, Diederik Heinink, to discuss some of his experience building business marketing strategies and what you can do to change yours!

...

Ep. 139 – Becoming a Great Host with Celeste Headlee from 2019-02-14T16:37:30

In our most meta podcast to date, Matt is joined by public radio journalist and author Celeste Headlee to discuss what it takes to become a great host.



Some of you may recogniz...

Ep 138 – Revolutionizing Recruiting with Amir Bormand from 2019-02-12T20:51:45

Are you ready to change the way you think about recruiting? Matt Halloran is joined by Amir Borand, co-founder of Elevano, and a new age expert in recruiting.



Amir and along wi...

Ep 137 – 2019 Marketing Trends with Luke Acree from 2019-02-07T16:26:29

With the first month of 2019 behind us, it's time to refocus on marketing! Host Matt Halloran welcomes returning guest Luke Acree of ReminderMedia back to the microphone today to discuss the bigges...

Ep 136 – The Man Behind the Voice with Aric Johnson from 2019-02-05T13:55:54

To welcome in a new month, your host Matt Halloran is featuring one of his team mates and long time friends, Aric Johnson.



Some of you may recognize Aric as the host of several...

Ep 135 – The Value of Vision with Karen Coyne from 2019-01-31T18:02:44

Many financial advisors have a vision. A vision for their business, a vision for their growth, and a vision for their team. To achieve any of these visions, you have to set goals. But are you using...

Ep. 134 – Building a Successful Partnership with Marci Bair & Victor Orozco from 2019-01-29T14:00:32

Oftentimes advisors want to grow their business and pass down their knowledge. To do so, they bring on interns and a lot of the time, it goes horribly wrong.



Has that ever happ...

Ep 133 – Professional Style with Rich Mbariket from 2019-01-24T14:00:39

Are you interested in growing your professional wardrobe? Is it time to add a splash of color or a new fabric to those tried-and-true suits? Have you always taken pride in your appearance, but you'...

Ep 132 – Lifestyle Marketing with Eric Gaddy from 2019-01-22T09:00:28

More and more, we see people promoting the concept of work-life balance. If you're ready to offer your clients the opportunity to retire early and get on living, you'll love our next/returning gues...

Ep 131 – Revolutionizing Asset Management with Scott MacKillop from 2019-01-17T20:31:54

Our host, Matt Halloran, is continuously looking to bring on guests who offer something unique and different that you can apply to your own practice to stand out from the advisor down the street. Listen

Ep 130 – Social Media Methodology with Ian Moyse from 2019-01-15T15:09:40

If you've been wondering about the value of social media in your financial practice, our expert guest Ian Moyse offers his insight into the true value of social media in your prospecting efforts. Listen

Ep 129 – The Freedom Practice with Craig Hersch from 2019-01-10T21:09:33

Today were changing a few things up on Top Advisor Marketing podcast! Our host Matt Halloran is joined by estate planning attorney Craig Hersch!



Craig is the creator of the Fre...

Ep 128 – Four Steps to Marketing in 2019 from 2019-01-08T20:13:08

Welcome back to our third season of Top Advisor Marketing Podcast! To get you ready for 2019, our host, Matt Halloran, is joined by marketing and branding expert Kirk Lowe to discuss four steps to ...

MarketCounsel Summit Series: Make Your Move with Mark Albers from 2018-12-26T15:00:17

Are you a wirehouse advisor who’s thinking of striking out on your own? Our next guest in the MarketCounsel Summit series has plenty of experience with helping advisors make that big decision.
Listen

MarketCounsel Summit Series: Breaking Away with Todd Thomson from 2018-12-24T15:00:33

Like spring birds leaving the nest, many advisors will go out on their own over their professional lifetime.  And when it’s time to step away and create your own company, there can be a myriad of c...

MarketCounsel Summit Series: Become a North Star for Corporate Executives with Kenneth Van Leeuwen from 2018-12-23T15:00:57

It’s no secret that we love talking about the power of niche financial planning. Our next guest adds another chapter to this discussion by sharing his strategies for working with ambitious corporat...

MarketCounsel Summit Series: The Three Things Advisors Need To Know About Litigation with Sharon Ash from 2018-12-23T15:00:25

Are you considering setting up a new firm? Do you understand the processes involved to insure your business is taken care of? If you’re curious about the litigation behind setting up a firm, we’ve ...

12 Days of Marketing – Morning Rituals from 2018-12-21T19:30:36

In our final installment of the 12 Days of Marketing Coach Joe and your host Matt Halloran are discussing the importance of the power hour - your morning magic. When it comes to working with profes...

MarketCounsel Summit Series: The Value of a Dedicated RIA with Robb Baldwin from 2018-12-21T15:00:05

When it comes to running your independent RIA, are you using all the right tools?



Joining host Matt Halloran today is Robb Baldwin, President and CEO of TradePMR, to dissect a...

12 Days of Marketing – Daily Focus from 2018-12-20T20:27:51

Are you conquering every day? What does it take to obtain that razor focus so you can take control of your to do list? Listen in with Coach Joe and your host Matt Halloran as they discuss the impor...

MarketCounsel Summit Series: Build a Thriving Independent Business with Craig Butler and Craig Stuvland from 2018-12-20T15:00:42

Top Advisor Marketing is here with another interview from the MarketCounsel Summit in Las Vegas!



Meet Craig Butler and Craig Stuvland of Tru Independence. They’re in the busin...

12 Days of Marketing – Quarterly Game Plan from 2018-12-19T21:39:04

Join host Matt Halloran and special series guest Coach Joe as they discuss the value of creating (and sticking to!) a quarterly game plan. Breaking your business plan down into bite size manageable...

12 Days of Marketing – Marketing, Branding & Business Development from 2018-12-18T17:58:24

Today Matt and Coach Joe are diving into three very important topics when it comes to business planning and you're business success! Listen as these two coaching, development, and marketing experts...

12 Days of Marketing – Goal Setting from 2018-12-17T17:27:35

A goal is defined as "the object of a person's ambition or effort; an aim or desired result". This definition provides us with both an action (ambition/effort), as well as a passive action (aim). W...

MarketCounsel Summit Series: Operational Readiness: Getting out of Your Own Way with Mike Reed from 2018-12-15T15:00:52

If you’re a CEO, then you have an overflowing to-do list. But how many items on that list are things that you just don’t want to do? Chances are, an operations manager would love to take on those t...

MarketCounsel Summit Series: Forget Everything You Thought You Knew About Being a Fiduciary with Don Trone from 2018-12-15T15:00:27

The episode you’re about to listen to will challenge mainstream ideas about what it means to be a fiduciary.



Get ready to shift your perspective with Don Trone, a MarketCounsel...

MarketCounsel Summit Series: The Most Important Data Questions Advisors Are Not Asking—with George Svagera from 2018-12-15T15:00:24

Next up on the MarketCounsel Summit series is keynote speaker George Svagera of Orion. Fresh off the stage, George is here to address advisors’ biggest pain points with data and technology.
Listen

Market Counsel Summit Series: Cracking the Merger and Acquisition Code with Greg Friedman from 2018-12-15T15:00:14

Many advisors dream of doing an acquisition or merger, but being successful in these ventures is a whole other conversation. Luckily, the next guest on the MarketCounsel Summit series can speak to ...

12 Days of Marketing – 5 Year Vision from 2018-12-14T17:22:41

Year end is a time when many of us look forward at what are we going to do in the next 365 days to change, grow, and become a better person. Today with your host Matt Halloran, Coach Joe is going t...

12 Days of Marketing – Business Life Integration from 2018-12-12T21:46:39

All work and no play makes Jack a dull boy. These words of wisdom come to life in today's episode as Matt and Coach Joe explore how advisors can handle business/life integration.


Listen

12 Days of Marketing – Evaluate and Benchmark from 2018-12-11T16:06:04

Benchmarks are a cornerstone to your business success. They give you an opportunity to reflect, evaluate, and challenge yourself in the upcoming year to meet goals. However, benchmarks can be anoth...

12 Days of Marketing – Plan To Do The Plan from 2018-12-10T16:05:18

We all have "plans" but what makes plans a reality? Actually DOING them. So when it comes to building your business plan what's stopping you? For many of us it's that we simply right it down as som...

12 Days of Marketing – Why Advisors Fail from 2018-12-07T19:04:25

Failure. It's not a topic anyone likes to dwell on, yet let's face - we all fail. Including advisors. And one of the major areas advisors tend to fall down is in creating their own business plan. Listen

12 Days of Marketing – Why Do a Plan? from 2018-12-06T19:19:31

It's the beginning of the 12 days of Marketing! To celebrate the holidays and Business Planning month, our host Matt will be joined by Joe Lukacs, AKA Coach Joe, for the next 12 episodes to discuss...

Ep 127 – Getting Holiday Social with Kaley Lewis from 2018-12-04T19:20:27

Is your holiday social calendar lacking in substance? Or have you simply let your social media presence fall to the way side now that December 1st is behind us? Why not get your social media calend...

Ep 126 – Being a Category of One with Joe Calloway from 2018-11-29T19:25:23

On this episode of Top Advisor Marketing, Matt Halloran welcomes Joe Calloway to discuss one of his many books, Becoming A Category of One: How Extraordinary Companies Transcend Commodity And Defy ...

Ep 125 – Hosting a Successful Seminar with Mike Thurman from 2018-11-27T20:28:58

Do you find your seminars are lacking that punch that results long potential prospects lists? Matt explores the top three strategies for hosting a successful seminar with returning guest, Mike Thur...

Ep 124 – The Value of Tech Integration with Kristen Schmidt from 2018-11-20T17:00:20

Today Matt is diving into the importance of technology integration with tech strategist, speaker, consultant, and founder of RIA Oasis, Kristen Schmidt.



Integrating your techno...

Ep 123 – Power of the Purse with Lynn Evans from 2018-11-16T21:55:38

Have you ever thought you had such a great idea—someone might just pay you to read it? Often times advisors reach a point in their development where they're told to put pen to paper and draft the n...

Ep 122 – The Money Personalities with Scott & Bethany Palmer from 2018-11-13T17:15:34

As a financial advisor - how do you differentiate yourself? Realistically, pricing and services are pretty constant across the board now, so what's left to make you stand out? The answer is your cl...

Ep 121 – Merging Your Firms with Jennifer Goldman from 2018-11-09T20:48:45

Matt is joined by returning guest Jen Goldman, of Jennifer Goldman Consultants to discuss a big topic, with little content - how to merge a CPA firm with a wealth management firm.


<...

Ep 120 – Getting Stuff Done with Dave Crenshaw from 2018-11-06T20:46:34

Best selling author, speaker, business coach Dave Crenshaw joins Matt Halloran today to discuss what he knows best - accountability and time management. Dave is a particular expert in his field as ...

Ep 119 – Reaching your Ideal Client with Susan Danzig from 2018-11-02T13:39:23

Today on Top Advisor Marketing Podcast, host Matt Halloran interviews business development expert Susan Danzig! For over 25 years, Susan has worked as a business coach helping her clients understan...

Ep 118 – Top 10 Interview Tips with Matt Halloran from 2018-10-30T17:29:37

Switching up sides of the mic today, Kirk sits down to interview our regular host Matt Halloran! Together, the two are diving into the top 10 interviewing tips. If you're a podcaster wanting to up ...

Episode 117 – Video Marketing with Robin Powell from 2018-10-25T21:23:42

As an advisor, what is the best way to communicate with your clients? Many of us read or create blogs for our clients, or perhaps have even broken into the world of audio podcasting. But have you e...

Episode 116 – Persuasive Communication with Jeff Tippet from 2018-10-23T11:00:06

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 tho...

Episode 115 – Successfully Using an Exclusive Niche with Michael Graef from 2018-10-17T18:21:24

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 ano...

Episode 114 – Are you brand worthy? from 2018-10-17T18:15:17

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. I...

Episode 113 – The Keys to the Ladies Room with Adri Miller-Heckman from 2018-10-11T18:31:18

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 m...

Episode 112 – From Frustrated to Focused with Debbie Peterson from 2018-10-09T20:10:57

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...

Episode 111 – Reaching the Right Audience with Sara Grillo from 2018-10-04T23:17:01

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 t...

Episode 110 – Biblically Responsible Investing with Robert Netzly from 2018-10-03T17:08

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 i...

Episode 109 – Retiring Early with Eric Gaddy from 2018-10-01T15:23:30

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 t...

Episode 108 – The Influencer Navigator Plan with Jay Palter from 2018-09-25T17:54:58

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...

Episode 107 – Growth Marketing with Alan Moore from 2018-09-20T16:18:01

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 ...

Episode 106- A Woman’s Way with Michelle R. Donovan and Patty Kreamer from 2018-09-18T18:40:09

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 ...

Episode 105 – Creating an Extraordinary Client Experience with Julie Littlechild from 2018-09-14T17:31:31

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 th...

Episode 104 – The Power of Momentum Marketing from 2018-09-12T17:37

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 buil...

Episode 103 – Going Virtual With Lisa Ferguson from 2018-09-07T11:47:32

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 se...

Episode 102 – Behind the Scenes Marketing with Kaley Lewis from 2018-09-04T20:51:09

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 liv...

Episode 101- Your Nifty Virtual Assistant with Michelle Wong from 2018-08-30T17:46:13

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 y...

Our 100th Episode with Michael Kitces from 2018-08-28T18:27:34

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Have you ever wanted the opportunity to pick the brain of a financial rockstar?



To celebrate ou...

Episode 99- Holiday Touch Point Tips with Luke Acree from 2018-08-23T17:03:10

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....

Episode 86 – The Power of Social Media with Heather Wilson from 2018-08-22T13:53:29

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Today, Matt Halloran brings on Heather Wilson from SEI to discuss the power of Social Media and financial advising. ...

Episode 98 – Pleasing the Algorithm with Jessica Jackson from 2018-08-21T20:12:53

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 ...

Episode 97- Marketing Secrets with Kristen Judd from 2018-08-17T17:41:06

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On Top Advisor Marketing Podcast we are always looking for people who are doing something from a marketing perspecti...

Episode 96 – Next Level Niche with Marci Bair from 2018-08-14T21:43:34

If you haven't noticed, we love to talk about your niche on Top Advisor Marketing Podcast. Having a real and focused niche enables advisors to make a larger impact in their area of interest, and gr...

Episode 95 – The Sales Side of Business with Wes Schaeffer from 2018-08-11T14:09:17

A major component of what we teach on Top Advisor Marketing is that marketing isn't sales. And sales isn't marketing. In order to best showcase this for our audience we've brought on an incredible ...

Episode 94 – Empowering Women in Finance with Katie Burke and Bridget Grimes from 2018-08-08T14:14:39

Did you know that fewer than one in four CFP® professionals are women and it’s been that way for at least a decade? Financial planning can be a great place for women to work, grown and thrive. So, ...

Episode 93 – Diversity and Inclusion in Finance with Robyn Pollack from 2018-08-03T20:56:18

When you look around the room at financial conference, it's probably come to your attention that there just isn't much diversity in the crow around you. You may not even need to be at a conference ...

Episode 90 – Striking it Niche with Stephen Wershing from 2018-07-24T08:40:55

In today's episode Matt is joined by the coach to the advisors, Stephen Wershing of Client Drive Practice. Together, Matt and Stephen discuss the important difference between a target market and ni...

Episode 89 – Social Media Research With Julia Ritchie from 2018-07-20T13:16:07

In today's episode, Matt brings on one of Top Advisor's inhouse social media expert, Julia Ritchie to share her recent findings on updates to all our of major Social Media Platforms. Julia has an a...

Episode 88 – Should you be a Thought Leader? from 2018-07-20T13:13:58

How often do you encourter the words thought-leader in your daily consumption of content. As you might have guessed, it is a truisim that thought leaders tend to be the most successful individuals ...

Episode 87 – Influences vs Strategic Partnerships with Gwynn & Joanne from 2018-07-06T13:33:30

Today, Matt Halloran brings on two former guests Gwynn Sharick-Elberson and Joanne Giardini-Russell from Boomer Health Group. Gwynn and Joanne guide you through determining your Influencers vs Stra...

Episode 85 – WOW Website Formula from 2018-06-29T17:17:10

Today, Matt Halloran and Kirk Lowe discuss what it takes to make a great website. Great websites are made up of multiple components. To get that great website feel you have to want it, and understa...

Episode 83 – Karim Rashwan – Digital Age Marketing! from 2018-06-21T10:01:26

Today, Matt Halloran and guest Karim Rashwan from Advisor Stream discuss the growth of Advisor Stream and how the digital age is an important outlet to grow you practice. Linkedin, Twitter, YouTube...

Episode 82 – The 7 Dynamic Digital Prospecting Techniques: Part 7 from 2018-06-19T10:00:10

On this final installment of the series, Matt Halloran and Kirk Lowe talk about that sought after level of internet success - going viral!



One of the best way to do this is to ...

Episode 81 – Don Whalen: PreciseFP! from 2018-06-14T10:00:14

Today, Matt Halloran introduces the Top Advisor Community to Don Whalen. Don is a registered CFP and Co-Founder of PreciseFP. Don isn't your ordinary CFP, and provides a unique view of working with...

Episode 80 – The 7 Dynamic Digital Prospecting Tactics: Part 6 from 2018-06-12T09:00:47

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 f...

Episode 79 – Joseph Merlino & Value Creation from 2018-06-12T09:00:25

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 ca...

Episode 78 – The 7 Dynamic Digital Prospecting Techniques: Part 5 from 2018-06-06T15:33:59

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 re...

Episode 76 – The 7 Digital Prospecting Techniques: Part 4 from 2018-05-31T21:23:13

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 med...

Episode 77 – Larry Miles – It Starts With Culture from 2018-05-31T17:25:07

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 cha...

Episode 74 – 7 Dynamic Digital Prospecting Techniques: Part 3 from 2018-05-28T18:07:03

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 g...

Episode 75 – White Glove Workshops: Seminar Marketing from 2018-05-28T14:09:51

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 ...

Episode 73 – 7 Dynamic Digital Prospect Techniques: Part 2 from 2018-05-18T05:46:21

Do you want to connect with other podcasters?





Today, Matt Halloran and Kirk Lowe discuss one of the most important techniques; being a podcast guest! It is importan...

Episode 72 – Willa Silver – Good Referrals, Good Sales! from 2018-05-11T12:33:55

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...

Episode 71 – The 7 Dynamic Digital Prospect Techniques: Part 1 from 2018-05-04T01:06:01

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...

Episode 70 – 10 Commandments of Investing from 2018-04-27T15:47:07

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 ...

Episode 69 – Speaking directly with your ideal audience with Tom Poland from 2018-04-21T21:33:20

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 n...

Episode 68 – The Business Model for Lead Advisors from 2018-04-12T08:00:36

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 f...

Episode 67 – How to Overcome Adversity with Dr. Jack Singer from 2018-04-11T23:21

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...

Episode 66 – The Power of a Niche from 2018-04-05T18:11:25

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 bu...

Episode 65 – The Mindset of a Sales Champion from 2018-04-05T18:09:28

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 a...

Episode 64 – Medicare Marketing for Complete Client Offering from 2018-04-02T13:07:06

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...

Episode 63 – Behavioral Finance with the Emotional Investor from 2018-04-02T13:04:53

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 ...

Episode 62 – Total Client Engagement with Duncan MacPherson from 2018-04-02T13:03:03

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 "Advi...

Episode 61 – The Myth of Multitasking with Dave Crenshaw from 2018-03-19T14:38:23

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 Compan...

Episode 60 – 5 Media Relation Tools for Advisors from 2018-03-15T14:52:51

As an advisor, you may consider interacting with the media a personal nightmare. Trying to understand rhyme or reason to what story make the news cycle, or who picks up your latest endevor can leav...

Episode 59 – For the Women with Patti Morrison from 2018-03-08T20:27:59

Matt and Kirk are joined by returning guest Patti Morrison! Patti is an image strategist, and in this very important podcast discusses ways women can build and maintain a business casual closet. On...

Episode 58 – Where to find High Net Worth Women from 2018-03-06T18:06:50

Paulette Filion and Judy Paradi of StrategyMarketing.ca join Kirk and Matt to discuss their new advisor course "THE ART OF ACQUIRING FEMALE CLIENTS". Many advisors struggle to find high net worth w...

Episode 57 – Prospects, Social Media, and The Best Brand with Jay Coulter from 2018-03-02T14:14:36

Have you ever questioned the value of social media in your business? Or used the excuse that your prospects don't use social or that you don't know what to say? Everyday people are filled with doub...

Episode 56 – Win New Customers with Jean Ginzburg from 2018-02-22T21:19:20

As many of you know, Matt and Kirk are digital marketing fantatics. And they know they have to bring in fresh new ideas to provide our listeners with the most relevant and hot information about why...

Episode 55 – Digital Content Marketing with Bryan Muir from 2018-02-16T14:14:40

Digital Content Marketing Expert Bryan Muir joins Matt in this latest episode. Bryan is the Head of Sales at AdvisorStream, an automated digital business platform that allows you to deepen client r...

Episode 54 – Offer Something Truly Unique and Different with Abby Schnidermann and Harris Scher from 2018-02-01T22:05

In this lastest episode, Matt is joined by Co-Founder and CEO of EverPlans Abby Schnidermann and her Senior Sales Associate Harris Scher. EverPlans is one of the leading reso...

Episode 53 – Andrew Saksa & Luke Acree: Key to Building Generational Relationships from 2018-01-25T14:00

You're hearing about this at every broke dealer conference and it's all over the financial news- there are massive movements of wealth between generations. The difficulty is,...

Episode 52 – 5 Things Clients ACTUALLY Care About: Preparing for an Awesome 2018 from 2018-01-18T14:00

Are you really aware of what your clients care about and need? Matt is joined by Sonya Dreizler to discuss the 5 things clients ACTUALLY care about. Financial advisor will of...

Episode 51 – Bill Good from 2018-01-11T21:44:37

Long time marketing expert Bill Good joins Matt in our latest episode to discuss his Bill Good Marketing method. In addition to his marketing method, Bill is the author of "H...

12 Days of Marketing – Episode 12 Events! from 2017-12-22T16:00

In our final episode of the 12 Days of Marketing, Matt is talking about the importance of events to advisor marketing. It's fairly common in the financial world to hold dinners, lunch and learns, o...

12 Days of Marketing – Episode 11 Nurture Sequences from 2017-12-21T17:57:49

In this episode of the 12 Days of Marketing, Kirk dives into nurture sequences, examining the questions: How do you nuture your leads digitally? Why is it important? And what...

12 Days of Marketing – Episode 10 Developing Your Social Media Strategy from 2017-12-20T19:25:03

So you've got the website and you've proven your brand and expertise through a white paper, podcast, or blog. Now the question remains - how do you ge tthat information out there? Matt is here to e...

12 Days of Marketing – Episode 9 Building a Role Specific Website from 2017-12-20T01:32:31

Is your website a workhorse? Does it explain your brand and business effectively and turn google searches into ideal prospects? Web design is paramount in today's digital world, but too many adviso...

12 Days of Marketing – Episode 7 Starting a Podcast from 2017-12-18T21:40:24

Building your brand and expertise just got easier. In this episode Matt is here to explain the value of podcasting for financial advisors. Podcasting is a quick and easy way ...

12 Days of Marketing – Episode 8 Starting a Vlog from 2017-12-18T20:54:56

Now that we've covered the basics of white papers, and podcast, Matt has your next step in technology and content creation - Vlogs. Video logs allow you the ability to get the same great content fr...

12 Days of Marketing – Episode 6 Drafting Your White Paper from 2017-12-16T18:54:06

You've built an entire business around your expertise... but do your potential clients know what makes you different? In the second piece on proving your brand and experise, ...

12 Days of Marketing – Episode 5 Your Financial Planning Process from 2017-12-15T19:06:27

This episode is part one of three in the 12 Days of Marketing that discusses proving your brand and expertise. In part one, Matt dives into explaining the importance of having a well established (a...

12 Days of Marketing – Episode 4 Packing Your Message Into a Brand from 2017-12-15T02:11:31

Do you struggle to tell people what makes your financial advisor business different from all the others? In this Episode, Kirk explains the fundamentals of packinging your me...

12 Days of Marketing – Episode 3 Defining Your Ideal Client from 2017-12-13T23:15:53

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 fina...

12 Days of Marketing – Episode 2 The Difference Between Marketing and Branding from 2017-12-12T22:21:43

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 crucia...

12 Days of Marketing – Episode 1 Your Marketing Mindset from 2017-12-12T01:07:26

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 ...

Episode 50 – Tony Vidler and the Fee Based Advisor Model from 2017-12-11T16:34:28

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 b...

Episode 49 – Bob Burg and the Go-Giver Way from 2017-11-30T17:00

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 f...

Episode 48 – The New Advisor Reality – 100% Outsource Marketing from 2017-11-23T21:44:12

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 creati...