Top Advisor Marketing Podcast

Top Advisor Marketing Podcast

Where you’ll learn how to become a prolific online influencer, attract more ideal clients and grow your practice. Brought to you by Top Advisor Marketing, a Done-For-You podcasting solution built just for trusted advisors. Co-hosted by Matt Halloran and Kirk Lowe. http://topadvisormarketing.com/ 286290

Episodes

May 11, 2021 24 min
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 advisercounsel.net. In this episode, they help you find the happy medium where you’re not bogged down by compliance in your marketing pursuit but are still being a fully compliant business. They also discuss the benefits of outsourcing the compliance as...
Share
Mark as Played
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 super easy. We use Restream all the time!? In this episode, Matt Halloran joins Anya Razina, head of influencer relations at Restream, to redefine the way advisors deliver messages to their community. First, they address compliance concerns. And then they discu...
Share
Mark as Played
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. Good news: You don’t have to give up any of that. In this episode, Matt talks to Allen Darby, CEO of Alaris Acquisitions. They navigate the complex M&A landscape and discuss how you can accelerate your business growth by integrating your pr...
Share
Mark as Played
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 of a sales process. In this episode, Matt and Kirk challenge advisors’ long held beliefs about sales as they discuss whether selling is still necessary. In doing so, they explore a new and proven way to demonstrate your value to ideal prospects. Matt and Kir...
Share
Mark as Played
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 George Kinder, the founder and president of The Kinder Institute of Life Planning. George is sharing how you, as an advisor, can guide your clients through conversations that get to the heart of what they want in their life. This Life Planning method lays th...
Share
Mark as Played
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 process is all about.  In other words, what happens after you say yes to podcasting with ProudMouth! In this episode, Matt Halloran talks to one of our clients, Malcolm Ethridge. Malcolm is a financial advisor at CIC Wealth and the host of The Tech Money Podcast...
Share
Mark as Played
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 Heinrich, a digital accessibility expert. Alexa unpacks simple fixes you can implement right away to make your social media more accessible. She also discusses inaccessible practices (that people go out of their way to do) that everyone needs to kick to the c...
Share
Mark as Played
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 they carry huge potential for creating an unforgettable brand.  In this episode, Matt talks to Sheri Fitts, a nationally recognized speaker and host of the “Women Rocking Wall Street” podcast. Over the past 30 years, Sheri has helped countless advisors achiev...
Share
Mark as Played
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.  In this episode, Matt talks to Charlie Van Derven, founder of Social Advisors, about how to move away from selling to start having meaningful interactions with prospects on LinkedIn. Charlie unpacks his four-step process to building relationships throug...
Share
Mark as Played
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 podcast to their friends.  Sounds awesome, right? So what holds some podcasters back from building this level of loyalty?  In this episode, Matt and Kirk dig into this big question. They walk you through the five mistakes that keep podcasters...
Share
Mark as Played
Your competition is consistently adding new prospects to their email lists and getting meetings with ideal prospects.  How? By using proven digital marketing tactics that most advisors just aren’t doing!  In this episode, Matt talks to Claire Akin, the founder of Indigo Marketing Agency, a marketing consultant company that specializes in working with financial services professionals. They unpack Claire’s marketing checklist, whi...
Share
Mark as Played
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. So, what’s the solution? It’s simple –– outsourcing! In this episode, Matt is joined by Lisa Ferguson, our very own COO at ProudMouth, and Sarah Koenig, the remote fractional COO at Optimize Advisory. Drawing from their experiences, Lisa and Sarah share h...
Share
Mark as Played
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 primary source of new business. But, his podcast wasn’t an overnight success. Taylor even says, “I've poured my blood, sweat, and tears into this thing.” So then, what does it take to evolve a podcast into a content marketing machine that turns listeners...
Share
Mark as Played
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 unpack the five biggest reasons for advisors to start outsourcing. They draw from their experiences at ProudMouth to share how our company has benefitted in ways they’d never imagined from bringing in outside talent. And, along the way, Matt and Kirk uncover...
Share
Mark as Played
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 Wales, the founder of Transition To RIA. With over 10 years of experience in the RIA model, Brad has developed a deep bench of referral partners who help him provide better services to his clients. Today, he dives into how he effectively outsources several ...
Share
Mark as Played
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, Matt talks to Mohit Rajhans, the co-founder of Think Start and author of “Rethinking Your Content.” Mohit starts out by encouraging you to be strategic with your social media platform of choice, even if it’s tempting to strive for omnipresence. Mat...
Share
Mark as Played
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 ultimate goal; but there are five essential marketing rules that you must put in place in order for that to happen.  Today, Matt and Kirk unearth the marketing rules that advisors keep skipping past at the expense of their time, money, and hopes of having a...
Share
Mark as Played
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? Probably not. People don’t want to be sold to. They listen to podcasts to be entertained and inspired. In this episode, Matt joins Jimmy Williams, founder of Compass Capital Management and the host of Live a Life by Design podcast. They dive into Jimmy’s pr...
Share
Mark as Played
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 podcasting.  In this episode, Matt and Kirk bust the most common myths about podcasting wide open! As relatable and candid as ever, they reflect on their own experiences as new podcasters to talk about how they’ve improved. Matt and Kirk also reveal statistics and client ...
Share
Mark as Played
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 Jason Pereira, a portfolio manager, entrepreneur, lecturer, FinTech expert, writer, podcaster, and award-winning financial planner! Jason shares the secrets behind his productivity and how he has used several forms of media to become known as Canada’s most recognizable na...
Share
Mark as Played

Chat About Top Advisor Marketing Podcast

Advertise With Us

Popular Podcasts

Crime Junkie
Dateline NBC

Dateline NBC

Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.

Stuff You Should Know

Stuff You Should Know

If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks then look no further. Josh and Chuck have you covered.

For You

    Music, radio and podcasts, all free. Listen online or download the iHeartRadio App.

    Connect

    © 2021 iHeartMedia, Inc.