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!

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!

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. And we’ve learned a lot about marketing during these last 12 months!

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!

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!

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

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.

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 make it all happen!

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!

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 results and costs, and more. Doing a complete cost-benefit analysis of outsourcing a podcast, they leave no stone unturned to help you decide which way to go!

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? 

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

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? 

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?

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! 

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 then another 50% quit before episode 20!*

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 of parents who are also stressed about trying to save for retirement at the same time! Imagine being the one to help clients solve these problems? 

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

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. 

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

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

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

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

Want to grow personally and professionally?  Focus on continuous education, both for you and your clients.

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!

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!

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

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!

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

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?

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

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 fruition!

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.

As you grow your practice, maintaining relationships with every client gets increasingly challenging. But not when you have a solid CRM technology in place.

Advisors, we have two questions for you:  1. What is your product?  2. What is your differentiator?

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 Conneqtor, has solutions for you!

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.

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. 

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.

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

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

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. 

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

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. 

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.

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

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

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 discuss how you can build your own media channel through Restream, whereby you can launch your own show, hold guest interviews, and even have live Q&A sessions to take your audience engagement to the next level. You will learn: The benefits of live streaming from a compliance standpoint How to build a community of raving fans with Restream How to use Restream to create exclusive and/or paid content The basic equipment set-up that can help you deliver a high-quality live streaming experience with minimal costs How to create a “teaser experience” that drives a massive amount of traffic to your webinars Ways to repurpose your live stream recording into more content And more! Tune in now to learn how you leverage the live streaming platform to rise above the noise! Resources: ProudMouth | Matt Halloran on LinkedIn | Influence Accelerator Academy | Anya Razina on LinkedIn | Restream | Idea Decanter | Harry Mack on TikTok