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Matt Halloran, CRO at ProudMouth
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
How Aligning Life and Money Changes Everything With Dr. Preston Cherry (Ep. 494)
We often talk about wealth and wellbeing interchangeably, as though they’re the same thing. They’re not.
14:4119/11/2024
Break the Cycle: How Advisors Can End Start-and-Stop Marketing for Good With Kirk Lowe (Ep. 493)
Green light, red light, green light, red light.
36:5612/11/2024
Engage, Retain, and Grow: Using Behavioral Finance to Build Lasting Client Relationships With Brian Portnoy (Ep. 492)
What if there was a way to make every client meeting feel more personal, engaging, and trust-building?
28:4405/11/2024
How to Use Behavioral Finance to Build Deeper Client Relationships With Dr. Daniel Crosby (Ep. 491)
In our society, where financial comfort doesn’t always translate to true well-being, your clients need more than just a numbers person.
27:1329/10/2024
How to Build Trust and Win Clients By Communicating With Intention With Joe Steuter (Ep. 490)
Anyone can talk. But how good of a communicator are you?
31:5622/10/2024
Proven Strategies for Scaling Your Advisory Business and Enhancing Client Experience With Kristin Harad (Ep. 489)
Oh, those messy middles!
30:0415/10/2024
Get Noticed on LinkedIn Now: How To Spark More Conversations With Jessica Brown (Ep. 488)
LinkedIn is the social media platform for professionals. And as someone offering professional services, you have a presence there. But leveraging its potential takes more than just being present.
34:4208/10/2024
From Best-Kept Secret to Industry Authority: Grow Your Influence with Proven Strategies With Kirk Lowe (Ep. 487)
In this special replay episode of the Top Advisor Marketing Podcast, Matt Halloran and Kirk Lowe share how financial advisors can accelerate their influence – which they define as the ability to get people to like, know, and trust you – in order to grow your business and spend less time chasing prospects and more time doing what you do best: advising.
35:2901/10/2024
How to Build a Lead Magnet That Brings In Ideal Clients With Hillary Gale (Ep. 486)
Use a lead magnet. You’ve heard that before. But are all lead magnets created equal, and can you cast your net far and wide with it? (Should you?) So many questions…
How can you effectively attract and convert ideal clients using lead magnets and marketing funnels?
26:5824/09/2024
Growth Through Niche Expertise: Strategies for Building a Referable Advisory Business With Brian Haney (Ep. 485)
Question: How can you effectively build a niche-focused advisor brand that positions you as a thought leader and drives organic business growth?
Answer: You start with this podcast episode.
30:1317/09/2024
Master Marketing With the Two-Toed Sloth Strategy With Kalli Fedusenko (Ep. 484)
Channel your inner two-toed sloth.
Bet that’s the first time you’ve heard that advice.
27:0710/09/2024
The Power of Authenticity: How to Differentiate Your Advisory Firm with Alternative Investments With Shana Sissel (Ep. 483)
How do you truly stand out in a crowded and competitive industry?
27:3803/09/2024
From Jockey to Financial Advisor: A Blueprint for Niche Success With Billy Peterson (Ep. 482)
You’ve heard the advice a hundred times before, but knowing what to do is not the same as knowing how to do it.
So, how can you effectively leverage niche marketing and personal branding to grow your financial services firm and establish credibility with clients?
28:5027/08/2024
Stop ‘Podcast Guessing’: How Advisors Can Succeed at Podcast Guesting With Tom Schwab (Ep. 481)
Do you want to turn your podcast appearances into more business wins?
You shouldn’t have to guess your way to success. Get insider tips on how to strategically attract your dream clients and grow your influence with guesting.
32:4220/08/2024
Transitioning to Independence: How RFG Advisory Makes it Easier With Abby Salameh (Ep. 480)
Thinking about transitioning to a new broker-dealer or becoming fully independent? You’re not alone. Financial services is an industry constantly on the move.
But what exactly do you need to consider and do?
28:4613/08/2024
Momentum Marketing: How to Grow Your Business Like Your Clients Grow Their Portfolios (Ep. 479)
To beat the market, you’ve got to buy and hold.
To win at marketing… you need to do the same thing.
Marketing, like investing, should be approached with a long-term perspective, focusing on building "marketing equity" through consistent efforts that compound over time. It is NOT a quick fix.
34:5806/08/2024
How to Confidently and Compliantly Leverage Client Testimonials With Whit Lanier (Ep. 478)
Pop quiz: Can advisors use client testimonials and online reviews as marketing tools while remaining compliant with SEC regulations?
31:2830/07/2024
How One Advisor Turned His Travel Into a Business Asset With DeAndre Coke (Ep. 477)
Quick question: Can having a seemingly unrelated "hobby" podcast actually benefit your financial services practice?
Quick answer: You bet it can!
28:0423/07/2024
Time is Money: Should You Outsource Your Podcast? (Ep. 476)
Podcasting: to outsource, or not to outsource. That is the question.
39:1116/07/2024
Attract Ideal Clients by Being Your Non-Negotiable You With Angie Wisdom (Ep. 475)
Be your own loud. The non-negotiable you.
25:4609/07/2024
Scale Your Practice and Reclaim Your Life With Stephanie Bogan (Ep. 474)
Is it possible to experience exponential growth and still prioritize joy, freedom, and impact?
28:1102/07/2024
Stop Guessing: Craft a Winning Content Strategy By Surveying Your Clients With Hillary Gale Meehan(Ep. 473)
You know you need a content strategy. But where do you begin?
27:0125/06/2024
How to Deepen Client Relationships and Help Families Thrive with Tim Volk (Ep 472)
Are the ultra-wealthy just like the rest of us? Depends on whom you ask.
How can financial advisors better serve their clients by addressing the human element of wealth, particularly within ultra-high-net-worth families? They listen to Tim Volk.
29:0218/06/2024
How To Find and Maintain Strong Business Partnerships With Dana L. Wilson (Ep. 471)
Financial services is a competitive industry. We all know that. But here’s the thing: there are many seats at the table.
Amazing things can happen for your business when you collaborate with other professionals (think CPAs and estate planning attorneys).
If you want tips on choosing the right partners and keeping all parties accountable, keep reading!
00:0011/06/2024
3 Ways To Prevent Podfade (Ep. 470)
Many advisors start strong with their marketing but then struggle to keep the momentum going.
With podcasting, it starts with missing one episode. Then, a couple more. Finally, the podcast comes to a complete standstill — aka podfade.
35:1904/06/2024
How to (Finally) Get Your Content Marketing Off the Ground With Jorrell Bland (Ep. 469)
You may see some advisors creating amazing content and think, “Ugh, I’ll never get there.” Or maybe you believe you can get there one day, but procrastination always gets in the way.
Either way, the problem seems to be getting started.
00:0028/05/2024
Start a Podcast To Become the Go-To Advisor in Your Niche With Mark Hansen (Ep. 468)
Let’s say your clients are ecstatic to be working with you. They’re so fired up about the problems you’re helping them solve, that they’re telling their neighbors, colleagues, and friends about you.
But that’s where it stops. Very few, if any, of these people reach out. How can you move them from neutral to drive?
37:2521/05/2024
Designing Your Brand’s Emotional Impact With Josh Passler (Ep. 467)
Financial advisors offer many of the same products and services. So what sets one apart from another?
28:5614/05/2024
How Advisors Can Leverage Podcasting to Connect, Educate, and Grow With Jane Mepham (Ep. 466)
Can anyone launch and leverage a podcast for business growth and authority?
28:0907/05/2024
How to Help Your Client’s Adult Kids Figure Out Their Financial Future With Brian Ursu (Ep. 465)
Millennials and Gen Zs are often left wondering “Now what?” after receiving their first big paycheck or a windfall of money.
How can we empower younger generations to make confident and smart financial decisions?
28:4330/04/2024
Transform Lackluster Events into Memorable Moments With Angela York and Elyse Stoner (Ep. 464)
Some advisor events are forgettable and yield no results, while others leave clients raving and referring. What’s the difference?
Successful events have a rock-solid plan
29:3723/04/2024
Why the Best Experts Aren’t Afraid To Say “I Don’t Know” With Maggie Jackson (Ep. 463)
Have you ever been in a client meeting where you hesitated to say "I don't know," so you gave a half-baked answer that you wished you hadn't?
In reality, being unsure can be a strength — when channeled effectively.
26:4616/04/2024
Avoid Costly Mistakes & Build Your Marketing Foundation First With John Wernz (Ep. 462)
You know what marketing is, right? But what about the difference between foundational and growth marketing?
28:3209/04/2024
How Storytelling Builds Unbreakable Client Relationships With John Bucher (Ep. 461)
We all love a good story. In fact, we’re hardwired for it.
But how can advisors use storytelling to create stronger connections, build trust, and more effectively guide their clients?
30:3502/04/2024
Discover the Language of Referrals With Bill Cates (Ep. 460)
Are you struggling to get valuable referrals from your clients? Have you tried the power of introductions?
28:1126/03/2024
Write a Book and Stop Chasing Prospects (It’s Surprisingly Easy!) With Paul McManus (Ep. 459)
Have you ever considered using a book to elevate your credibility and influence?
28:0619/03/2024
How To Get More Clients and Turn Them Into Raving Fans With Jack Martin (Ep. 458)
How can financial advisors significantly grow their business in a competitive market while providing exceptional client experiences?
By starting with this podcast.
27:5912/03/2024
Building a More Inclusive Financial Services Industry With Sheryl Hickerson (Ep. 457)
We know that inclusion, equity, and diversity are important. But why?
Why do diversity, equity, and inclusion (DEI) matter in financial services? And how can we make this industry a more welcoming space for women and people of color?
28:1105/03/2024
Insider Secrets for Accelerating Growth With Jon Kuttin (Ep. 456)
What are some proven tactics and strategies that advisors can employ to accelerate growth and achieve their goals?
32:4127/02/2024
Top 5 Concerns That Stop Advisors From Podcasting — And How to Solve Them! With Kirk Lowe (Ep. 455)
Struggling to get your podcast off the ground? We get it!
28:2820/02/2024
The Most Important Page You’re Ignoring on Your Website With Manda Szewczyk (Ep. 454)
Pop quiz: what’s the most visited page on your website?
It probably won’t surprise you to know it’s the homepage. But what about the second most visited? Any guesses?
It’s your About Page.
31:1213/02/2024
How to Earn the Right Podcast Appearances — and Truly Deliver! With Chloé Moore (Ep. 453)
Anyone can be a guest on other people’s podcasts. But not everyone is a great guest or appears on the right podcasts.
But that’s a skill set that can be learned.
26:5606/02/2024
Navigating the Advisor’s Journey to Independence With Chuck Failla (Ep. 452)
If you’re considering breaking free and going the independent route, this episode is a can’t-miss.
33:4730/01/2024
Proven Marketing Strategies for Today’s Growth-Minded Advisors With Diana Cabrices (Ep. 451)
Feeling frustrated that your marketing isn’t working?
Just 30 minutes of listening to this episode can change your business!
26:1323/01/2024
How To Seize the Unbelievable 401(k) Opportunity for Advisors With Rebecca Hourihan (Ep. 450)
Quick question for you: what percentage of advisors are retirement plan advisors in the United States?
Less than 3%. 2.3% to be precise. But the retirement plan market is booming, with assets expected to double by 2033, and 2.5 million new plans starting soon. This translates to 51 million new retirement savers and huge potential for advisors who can capture a piece of the pie.
25:1216/01/2024
Our Top 5 Marketing Predictions for 2024 With Kirk Lowe (Ep. 449)
No one can know the future with any certainty.
But that doesn’t stop us from trying.
25:4409/01/2024
Why Video is the New Non-Negotiable Tool for Financial Advisors With Akeiva Ellis (Ep. 448)
Lights, camera, action!
Don’t let that phrase send a chill down your spine. Video is having a moment, and you can’t afford to ignore it.
30:0102/01/2024
Our Top 10 Episodes of 2023 With Kirk Lowe (Ep. 447)
It's time to celebrate the greatest hits of 2023 on the Top Advisor Marketing Podcast.
44:2126/12/2023
The Expert Guide to Breaking Up with Your Broker-Dealer with Alanah Phillips (Ep. 446)
Is it time to break up?
As an advisor, it can be hard to know when – and especially how – to break up with your broker-dealer.
29:2119/12/2023
Scale Credibility and Save Time With the Atomic Content Method With Kirk Lowe (Ep. 445)
Imagine having a content creation superpower that lets you share your financial expertise with the world without being chained to your desk all day.
This is exactly where the "five-step Atomic Content method" comes in. With the Atomic Content method, you're not just creating content, you're building scaled credibility. Your audience gets to consume your insights on their terms, whether they prefer in-depth articles or quick social media clips. And you get to make the most of your hard work, repurposing existing content to save time and effort.
30:5412/12/2023