Top Advisor Marketing Podcast
Where you’ll learn how to stop the sales cycle insanity and become the trusted authority you’re meant to be. Hosted by our CRO and in-house podcasting expert, Matt Halloran. Brought to you by ProudMouth. #BeYourOwnLoud 286290
Episodes
October 3, 2023 • 36 mins
More time for doing what you do best. How’s that sound? Pretty darn good.
But how do you do it, and what do you need to make it happen?
Mark as Played
September 26, 2023 • 27 mins
Artificial intelligence is not some future concept. It’s here. Are you eagerly playing around with it and exploring its potential, or are you hanging back and waiting for the AI apocalypse that many believe will happen?
Mark as Played
September 19, 2023 • 28 mins
So, what’s your brand? Answer that question, and you’ll likely mention your color palette, tagline, logo, and perhaps a descriptor or two (We’re playful! But also very professional!).
Done and done, right? Not so fast. Your brand can and should be so much more than that.
Mark as Played
September 12, 2023 • 27 mins
File it under “Too much of a good thing”. Referrals? Good. Fantastic, in fact. In theory.
Organic growth by word-of-mouth is the goal. It’s virtually hands-free, affordable, and works for businesses small, medium, and large. It’s the great equalizer. But before you get to the point of having a nearly self-perpetuating system, you need to lay the foundation, build the system, and cultivate the appropriate environment. And that is ...
Mark as Played
September 5, 2023 • 28 mins
Referrals are the lifeblood of new business and organic growth. But can it ever be too much of a good thing? Absolutely.
In fact, referrals can quickly become a curse if you’re not careful. You can drown in a sea of less-than-ideal referees while believing that you’re building your business. Too many people are unaware of that disconnect. It’s truly quality over quantity.
Mark as Played
Are you asking for feedback from your clients? Probably. But are you asking for input?
One helps you improve, while the other allows you to better understand not just their financial goals, but also their feelings about their future, their plans, and yes, even you.
Mark as Played
August 22, 2023 • 32 mins
Are you still doing the same thing with your clients that you’ve been doing for the past decade? Have you noticed an uptick in client churn?
That’s not a coincidence.
Mark as Played
Lead gen companies offer a quick and easy product, but are you really getting what you think you’re buying? Does it check all the boxes if you look a little closer?
Their easy-button solution is tempting, but you’re paying for their system and their audience, when you should be building your own.
Mark as Played
Do you ever catch yourself playing the role of marriage counselor with your clients? Or how about the role of mental health practitioner?
Consider this. When your clients’ needs go beyond your scope of practice, referring them out is one of the most caring things you can do.
Mark as Played
August 1, 2023 • 31 mins
Are you still waiting to get your voice out there? Maybe you’re stuck because you believe your content will “never be good enough.”
How do you push past perfectionism and publish anyway?
Mark as Played
Advisors, you don’t need to become an influencer to attract ideal clients. Living on social media and promoting other people’s products and services? No thanks!
Instead, focus on becoming more influential.
Mark as Played
David Auten and John Auten-Schneider started Queer Money Podcast almost 10 years ago to fill a need.
No one was talking to the queer community about finances.
Mark as Played
When you dare to show who you are and operate from an abundance mindset, new opportunities have a way of showing up.
Mark as Played
You might be posting on social media, but are your ideal prospects actually seeing any of it?
If not, it’s going to be tough to build relationships with them.
Mark as Played
You’ve probably heard about the positive impact niching can have on your business. But maybe you’re still hesitant to niche. Won’t it impact your potential revenue?
Mark as Played
June 20, 2023 • 31 mins
Emotional intelligence includes the ability to spend most of your client meetings listening – not talking. If that sounds like a tall order, consider this:
Emotional intelligence is a muscle that you can train.
Mark as Played
June 13, 2023 • 31 mins
Are your marketing strategies failing to produce the results you want to see? Are you worried you are wasting time and money on things that aren’t bringing your business growth?
Mark as Played
If you’re like the advisors we know, you enjoy continuing education because it equips you to help more people. But you don’t love the time-consuming admin work that often comes with. Or sitting through courses you don’t find valuable.
What if you could satisfy your continuing education requirements on your own terms, and with less time required?
Mark as Played
If you are not jumping out of bed energized every week by the work you’re doing as an advisor, chances are your time is being misallocated.
Tons of advisors develop burnout or a lack of motivation in their work at some point in their career, and our guest is here to put an end to that feeling using the power of proper time allocation.
Mark as Played
While many businesses are passed down or built with inherited money, that’s not the case for what Andrew McIntosh calls the 1st Gen Entrepreneur.
First-generation entrepreneurs face more unique challenges like gaining influence, building a good reputation — and, of course, earning sales.
Mark as Played
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