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 Decanter about how to get the most marketing mileage out of your video. Laura and Sharon unpack four marketing steps and explain how to execute them in ways that are measurable for you and highly appealing and accessible to your audience. In this episode, you will learn: How to prevent YouTube from suggesting other people’s “up next” videos to your audience How to decide where to post your videos How to email your videos without sending a big file Best practices for posting videos on social media How to track the success of your videos And more! Tune in now to learn four proven ways to market your video! Special offer for our listeners: Get Idea Decanter’s free guide: “Six Steps to Attract New Clients With a Video.” Email Laura Garfield with “Top Advisor Marketing” as the subject, and she will send you a copy! Resources: Top Advisor Marketing | Idea Decanter | Laura Garfield on LinkedIn | Sharon Gottula on LinkedIn Brought to you by: iris.xyz

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 Gottula of Idea Decanter to help you prepare for shooting your video. Laura and Sharon walk you through the best equipment and camera angles to use, how to prepare your message, and what it’s like to shoot video with their help. In this episode, you will learn: Which angles and poses to use in your videos How to find your message, even if you have no idea what it is The difference between talking at someone versus talking to them How Laura and Sharon make it easy for compliance to review your video How to gear your video to a specific audience Tips for feeling comfortable and being personable in your video And more! Tune in now for tips to help you prepare for your video shoot! Resources: Top Advisor Marketing | Idea Decanter | Laura Garfield on LinkedIn | Sharon Gottula on LinkedIn Brought to you by: iris.xyz

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-series with Laura Garfield and Sharon Gottula of Idea Decanter. In part one, Laura and Sharon explain how to be authentic in your videos, how to keep compliance happy, and video blunders to avoid. In this episode, you will learn: What to talk about in your videos (and what to leave out) How to hook your audience in the first 10 seconds of your video Why personal stories are a game-changer for your video content How to make compliant-friendly videos And more! Tune in to learn from two experts in video creation for financial services! Resources: Top Advisor Marketing | Idea Decanter | Laura Garfield on LinkedIn | Sharon Gottula on LinkedIn Brought to you by: iris.xyz

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. In this episode, Matt speaks with Natalie Hadley, the vice president of Outlook Business Solutions. Natalie unpacks actions you can take to make your website accessible to people with disabilities. In this episode, you will learn: How to make your website compatible with adaptive technology How to tell if your website is accessible What you can do to improve accessibility on your website Ideas on how to adapt your services to meet different needs And more! Tune in now to learn how to make your advisor website accessible. Resources: Top Advisor Marketing | Natalie Hadley on LinkedIn | [email protected] | Direct Line: 531-365-5347 Brought to you by: iris.xyz

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 Communications, about PR hacks that advisors can use right away. Marie also explains why now is the time for advisors to be bolder with their client communications, COI interactions, online visibility, and content-driven marketing. In this episode, you will learn: How Impact Communications helps advisors with public relations Why Marie encourages advisors to cross-market –– and ideas for who to work with How to think like a journalist to get your content published How to become more discoverable to journalists Why authority and credibility marketing is working well for advisors And more! Tune in now for PR tips that every advisor needs to know. Resources: Top Advisor Marketing | Impact Communications  | Marie Swift on LinkedIn | Marie Swift’s Blog | News Page Brought to you by: iris.xyz

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? In this episode, Matt and Kirk walk you through examples of bad, good, and great advisor marketing. You will learn how to fix bad marketing and become endearing to the people you want to serve. In this episode, you will learn: What bad, good, and great marketing looks like How to shift from bad marketing to great marketing The difference between marketing and sales Ways to endear your audience to you Seven ways to make a better effort with your marketing And more! Listen now and learn how to take your marketing from bad to good to great! Resources:  Top Advisor Marketing | Good VS. Bad Advisor Marketing: Tactics to Stop and Start Doing Immediately Brought to you by: iris.xyz

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 to you? In this episode, Matt talks to returning guest Bob DiMeo, CEO of DiMeo Schneider. They discuss business actions for advisors to take now that the initial shock of COVID-19 is lessening and how to pinpoint your firm’s purpose and future success efforts. In this episode, you will learn: How to add future success efforts into your work The story of Southwest Airline’s innovation that led to 47 years of profits Questions to help you double down on your firm’s purpose About the Financial Advisor Pulse Survey conducted by DiMeo Schneider And more! Tune in now to start working on your comeback story! Resources: Top Advisor Marketing | DiMeo Schneider & Associates | Outsourced Research Solution  | Participate in the Financial Advisor Pulse Survey: [email protected] | Bob DiMeo on LinkedIn Brought to you by: iris.xyz

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. Nitesh shares organic ways for financial advisors to rank higher on Google’s Search Engine Results Page, where to upload your videos for easy viewing, and easy ways to increase your website traffic. In this episode, you will learn: Which digital marketing practices are working best for advisors Free ways to boost SEO without trying to compete with big financial companies How to use social media to boost website traffic The biggest digital marketing mistakes that advisors are making And more! Tune in now for easy ways to boost traffic to your website! Resources: Top Advisor Marketing |  Advisor Websites | Advisor Websites Blog | Nitesh Verma on LinkedIn | [email protected] | Brought to you by: iris.xyz

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’ lead generation isn’t working and how to fix it. You will learn how to shift your marketing tactics to start building relationships and stop chasing short-term leads. In this episode, you will learn: The difference between leads and relationships How to start marketing on your audience’s terms (and not your terms) Tangible ways to build relationships and solve your audience’s pain points Ways to give your audience multiple engagement options –- and why this is important And more! Tune in now for 5 ways to improve your lead generation! Resources: Top Advisor Marketing Brought to you by: iris.xyz

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, VP of advisor development at Advisors Excel and host of The Elite Advisor Blueprint podcast. Brad walks you through a much-needed and effective marketing strategy right now that only requires financial advisors to have a telephone and a work ethic. In this episode, you will learn: About the best marketing tactics that Brad has seen advisors do Why marketing is a combination of science and art What people are really looking for when they attend seminars The purpose of making connection calls during isolation –– and how they’re different from sales calls How to ask for referrals through connection calls And more! Tune in now and learn how to start making connection calls today! Resources: Top Advisor Marketing | Brad Johnson | The Virtual Advisor Series | The Elite Advisor Blueprint Podcast | Virtual Advisor Episode With Pat Quinn | The Virtual Advisor Series™ Facebook Group | Brad Johnson on LinkedIn Brought to you by: iris.xyz

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 author of “The Brand Called You” and his latest books, “Meetings Without Walls” and “Leadership Power.” He’s also a sought-after and highly motivational keynote speaker and leadership development strategist, specializing in developing high-performance teams. Today, Matt and Peter about something particularly personal and self-reflective for advisors –– leadership. They discuss how advisors can use leadership to effect positive change in themselves and in the lives of their clients and employees. In this episode, you will learn: How long it takes for advisors to establish credibility in their clients’ minds The six most effective marketing channels for financial services The best frequency in communication for advisors to stay top of mind How to use power in all aspects of your life And more! Tune in hear about leadership development from an industry veteran! Resources  Top Advisor Marketing | Peter Montoya : (949) 334-7070 | [email protected] | Peter Montoya on LinkedIn Brought to you by: Iris.xyz

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, Matt speaks with JM Ryerson, a leadership expert and the CEO of Let’s Go Win. JM speaks about the importance of getting in the right headspace and how mental performance can negatively and positively impact your work environment. He also speaks to the value of having fun and striking a balance between home and work. In this episode, you will learn: How JM Ryerson helps teams improve their mental performance The importance of being in the right headspace Ideas on how to get in the right headspace before work Methods for overcoming self-limiting beliefs And more! Tune in to learn how to get in the right headspace. Resources: Top Advisor Marketing | JM Ryerson on LinkedIn | Let’s Go Win | Let’s Go Win on Facebook | Let’s Go Win on Instagram | Let’s Go Win by JM Ryerson Brought to you by: Iris.xyz

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. In this episode, Matt speaks with Leila Shaver, owner and managing partner of My RIA Lawyer. Leila takes a deep look into compliance as it relates to risk profiles, podcasting, testimonials, and more. In this episode, you will learn: How to better understand compliance What you can do to potentially improve your risk profile How compliance involvement differs between RIAs versus FINRA Answers to aspiring podcasters’ most common compliance concerns What the benefits are of becoming an RIA And more! Tune in now to hear the answers to your compliance concerns. Resources  Top Advisor Marketing | My RIA Lawyer | (770) 462-2118 Brought to you by: Iris.xyz

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 irresponsible for “marketing gurus” and “lead-generation experts” to claim that they can fill financial advisors’ pipelines and get them 10X the results. They also talk about what advisors have to gain by shifting away from a “quick win” marketing mindset. In this episode, you will learn: Why the promise of 10X and filling your pipeline is problematic How to validate these promises Why silver marketing bullet is not a sustainable pursuit What to do if you’re approached by aggressive marketers that trying to sell you short-term success And more! Tune in now to consider a new way to think about quick-win promises from marketers. Resources:  Top Advisor Marketing | Kirk's LinkedIn post | Death By Referrals Brought to you by: iris.xyz

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. In this episode, Matt speaks with Duane Roberts, the COO and CFO of Humans Being Resources, a recruiting firm. Duane explains how his company helps financial advisors find the right hires through My1Hire packages. In this episode, you will learn: Why finding candidates outside of your industry is important How COVID-19 has altered the hiring process Key HR resources for advisors What separates Humans Being Resources from other recruiting firms And more! Tune in now for tips on how to hire the right people! Resources:  Top Advisor Marketing | Humans Being Resources | My1Hire | (844) 691-4473 Brought to you by: iris.xyz

Transparency changes everything for advisors. Being transparent means communicating all aspects of your business. In this episode, Matt speaks with Paul Pagnato, CEO of PagnatoKarp. Paul shares the importance of being transparent in the finance industry, how trust and transparency go hand in hand, and he discusses his book, “Transparency Wave.” In this episode, you will learn: How to use transparency to differentiate yourself in the industry The six Ts of transparency The importance of building trust with clients How to scale credibility And more! Tune in to learn all about transparency! Resources  Top Advisor Marketing | PagnatoKarp | Transparency Wave Brought to you by: Iris.xyz

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 chats with Jason L Smith, founder of The JL Smith Group, an independent retirement planning and wealth management firm. Jason goes into detail about their process first approach and how he preps each client. He also touches on the importance of education and his book! In this episode, you will learn: Sales techniques Three ways to build trust and rapport before meeting with clients The importance of educating clients How to know notice triggers and move towards closing a sale And more! Tune in to learn how to reinvent your client approach! Resources  Top Advisor Marketing | The JL Smith Group  |  Clarity 2 Prosperity  |  The Bucket Plan

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 financial advisors, are finally exposing a significant hole in the industry - Marketing to the Forgotten Generation - Generation X! Gen Xer’s are the first generation to start figuring out the idea of work-life balance, and more and more of them are entrepreneurs, but no one is marketing to them to help them prepare for retirement. In this episode, you will learn: What being from Generation X means Why it is essential that advisors start paying attention to Generation X and how can they reach them What do Gen Xers want from a financial advisor And more! Tune in now to hear the story that no one else is talking about! Resources:  Top Advisor Marketing Brought to you by: iris.xyz

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 the business will suffer, or are you secure in the fact that you have empowered your team to carry on without you? Today, Matt speaks with Erin Botsford, a financial advisor who retired at the top of her game as a Barrons top 100 producer, now Erin helps other advisors achieve the same success she had. Erin is here today to share her story of where she began, her struggles, and her accomplishments. In this episode, you will learn: How Erin’s determination to succeed ultimately has led her to financial freedom Why it is crucial to build your team for success Staying top of mind is vital - how to use social media platforms effectively And more! Listen in and learn the importance of truly becoming a business owner. Resources:  Top Advisor Marketing | Erin Botsford | Elite Advisor | Use code "MATT" to receive half off Brought to you by: Iris.xyz

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? Today, Matt speaks with Kurt Ohlson, financial services professional, coach, and consultant about what advisors are not taking advantage of and what they could and should be doing to build their book of business. They also discuss the importance of insurance and whether or not you need a broker-dealer anymore. In this episode, you will learn: Why it is essential to own your webpage How to get your name to the top of that google search What is commonality and how to use it to your advantage How to leave the broker-dealer world and become your own RA And more! Listen in and take control of your business and be the one to make things happen! Resources:  Top Advisor Marketing | Kurt Ohlson LI | Kurt Ohlson FB | ECA Marketing Brought to you by: Iris.xyz

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, Matt and Kirk speak with Doug Heikkinen, founder of Iris.xyz, a media platform dedicated to helping advisors become better in business and life. Together, they give advisors action items for shifting into another gear to excel in the midst of the bear market and COVID-19 pandemic. In this episode, you will learn: How much time to dedicate to client communication on a daily basis Remote-work practices that the Top Advisor Marketing team swear by Value-proposition questions for business owners to reflect on right now Why it is so important to accept change and not fear it And more! Tune in now to hear action items that can help advisors shift gears to succeed in our new reality. Resources:  Top Advisor Marketing | 5 Steps to Creating a Powerful Value Proposition | Iris.xyz | Asana Brought to you by: Iris.xyz

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 percent of people finding business development opportunities right now? In this episode, Kirk continues his conversation with Coach Joe Lukacs. With over 26 years of experience coaching financial advisors, Coach Joe shares his knowledge on the strategies you can use to truly influence others and achieve success in your practice during trying times. In this episode, you will learn: How to influence your network by offering certainty  Why you should focus on selling a conversation How to create messages that spark more conversations on LinkedIn  And more! Tune in now and make the decision to play offense by being a leader when people need one the most! Resources:  Top Advisor Marketing | Coach Joe LI | Magellan Mastermind & Network | Special Episode With Joe Lukacs  Brought to you by: Iris.xyz

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 this episode, Matt speaks with DJ Sebastian, a top-performing sales executive in the world of cutting edge technology.  DJ’s mission as an author and coach is to help sales professionals develop the skills they need and utilize these new technologies so they can achieve greater success. In this episode, you will learn: What is Artificial Intelligence today The shift in what humans do physically and mentally in the workplace - and how it affects the workforce Proactive Advisor - why you should become one How top advisors can leverage AI technologies in their marketing activities And more! Listen in and be inspired to read the book The Selling Revolution – Prospering in the New World of Artificial Intelligence, which takes a unique look at how the convergence of these technologies combined with social communications trends and management imperatives will revolutionize the future sales profession. Resources:  Top Advisor Marketing | DJ Sebastian Email | Top 10 Tips | The Selling Revolution – Prospering in the New World of Artificial Intelligence Brought to you by: Iris.xyz

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!  In this episode, Matt and Kirk speak with Coach Joe Lukacs, coach to financial advisors. Coach Joe shares the lessons learned from the market downtime of 08/09, so you can better position yourself to get through these trying yet recoverable days. In this episode, you will learn: How to ask questions in the proper order to get people to answer honestly Why you must accept the challenge to create certainty in these uncertain times Ways to not only survive but to thrive And more! Tune in now because it is time to step up your game and ‘rockstar’ your business!  Resources:  Top Advisor Marketing | Coach Joe Lukacs LI | Magellan Mastermind & Network Brought to you by: Iris.xyz 

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) Marketing.  She elaborates on how she helps retirement-plan advisors market their expertise and build long-lasting brand awareness. In this episode, you will learn: What led Rebecca to start this company and serve plan advisors Why is it important for the 401(k) market to be branded like other businesses How Rebecca and her team will assist you as a plan advisor And more! Tune in now and learn how to start building long-lasting brand awareness. Resources:  Top Advisor Marketing | 401(k) Marketing  | Rebecca Hourihan on LinkedIn Brought to you by: Iris.xyz

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 while conserving your time and energy? In this episode, Matt and Kirk explain how you can benefit from scaling your credibility. You will hear success stories of advisors who’ve pulled this off and learn ways to start marketing yourself more efficiently. In this episode, you will learn: The benefits of scaling your credibility How to determine if scaling your credibility aligns with your business goals How to use content to build relationships with prospects Why having content and a complete LinkedIn profile can shorten your sales cycle And more! Tune in now and learn how to start scaling your credibility! Resources:  Top Advisor Marketing | Kirk on LinkedIn | Matt on LinkedIn Brought to you by: Iris.xyz

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, Matt speaks with David Wood, one of the world’s top life coaches, about why nine times out of 10, tough conversations are worth having. Naturally analytic, David teaches you how to switch gears to engage in tough conversations with a level of comfort and confidence that leads to deep connections. In this episode, you will learn: How to hold space for clients who are crying in your office What golden question to ask any client who is expressing strong emotions An exercise to do with your clients when you’re both feeling stressed during a conversation Three outcomes of difficult conversations that most advisors don’t consider And more! Tune in now to learn how to master tough conversations with your clients. Resources: Top Advisor Marketing | Play for Real | Life Assessment | Tough Conversations: 4-Step Blueprint | Tough Conversations Podcast with David Wood Brought to you by: Iris.xyz

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, Matt speaks with Stephanie Bogan, the chief possibility officer at Educe and founder of the Limitless Adviser Coaching program. In a conversation that will urge you to take action, Stephanie explains how to make mindset shifts that are essential for doubling your revenue in half the time. You will learn how to pinpoint how you’re spending the majority of your time as an advisor — and how to take control. In this episode, you will learn: How a mindset shift improves personal performance and happiness How one advisor’s crisis of confidence was costing his firm $80,000 per year How to calculate your return on time How to do a five-day exercise that will reveal whether you have the potential to double your revenue in half the time Why being below the line hinders advisors from doubling their revenue And more! Learn how to make changes to your mindset that can position you to double your revenue in half the time! Resources:  Top Advisor Marketing | Educe Inc. Brought to you by: Iris.xyz

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? In this episode, Matt speaks with Bobby Henebry, a CFA, keynote speaker, YouTuber, and world traveler, about his decision to leave a secure job and eventually start Henebry Blockchain & Cryptocurrency Consulting. Bobby also explains how advisors can build client relationships that facilitate the “reinvention” conversation, and what he’s learned while growing his hobby-based YouTube channel. In this episode, you will learn: What Bobby’s first step was after leaving a secure job Why he just started saying yes to opportunities How Bobby balances the multiple entrepreneurial interests that he is pursuing Bobby’s advice for building client relationships that are open to conversations about reinvention What he has learned about serving his YouTube audience And more! Tune in now to consider what your reinvented life could look like — and learn how to support clients who are on the brink of reinvention. Resources: Top Advisor Marketing | Bobby Henebry on LinkedIn | Chord Savvy Brought to you by: Iris.xyz

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 opportunity with prospects in all stages of their customer journey. In this episode, Matt Halloran speaks with Emily McGuire, the owner of an emailing marketing studio called Flourish & Grit. This is a fun and practical conversation where Emily teaches you how to write emails that build trust and compel prospects to take the next step with your brand. Emily discusses: Reasons to consider sending short emails to your list frequently Which metrics to consider, besides open-rates, when assessing your email results How to generate warm leads with an email nurture sequence What word to starting using right away in your emails to get better results And more! Brought to you by: Iris.xyz Resources: Influence Accelerator Academy (Join for free!) Connect With Emily McGuire: Flourish & Grit Connect With ProudMouth: ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: With lessons learned over a decade in tech, sending thousands of email campaigns, and earning clients over $80 million in email campaign revenue, Emily McGuire loves sharing the mistakes and strategies of email marketing done well. You’ll typically find her with a cup of coffee in hand because #momlife. When her head isn’t in her laptop, you can find her chasing her kid, reading a book, or binging trashy TV.

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. In this episode, Matt speaks with Aaron Pottichen, senior vice president at Alliant Retirement Consulting, about how Aaron stays on the cutting edge of marketing in the very competitive 401(k) space. Aaron delves into what strategies he uses to set himself apart, including how he creates videos that are easy to shoot, compliance-friendly, and optimal for sharing on his LinkedIn profile. In this episode, you will learn: Why Aaron enjoys working in the 401(k) space Aaron’s strategy for giving prospects immense value — and why this matters Why Aaron prospects in a way that’s backwards to what the rest of the industry does What 401(k) offerings resonate the most with his target market What guidelines Aaron uses for creating LinkedIn videos And more! Tune in now and learn new strategies for climbing to the forefront of your space — and staying there. Resources:  Top Advisor Marketing | Alliant Retirement Consulting | Aaron Pottichen's LinkedIn Brought to you by: Iris.xyz

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. In this episode, Matt speaks with Mitch Anthony, the founder and president of Advisor Insights Inc and co-founder of ROL Advisor. Together, they discuss the power of using storyselling to guide your clients into a decision-making mindset, the value of practicing life-centered planning™, and why it’s the advisor’s job to build the bridge between clients’ means and meaning. In this episode, you will learn: About Mitch’s “accidental tourist” introduction into financial services Why it’s problematic to view money as being more than just a utility The importance between having a monologue and dialogue with your prospects How Mitch helps advisors with the emotional aspect of transitioning from money-centered planning to life-centered planning And more! Tune in now to learn about Mitch Anthony’s groundbreaking approaches to client discovery! Resources: Top Advisor Marketing | Mitch Anthony | Life Centered Planners | ROL Advisor | ROL Advisor’s Email | Books by Mitch Anthony | Mitch Anthony's LinkedIn | Steve Sanduski's LinkedIn Brought to you by: Iris.xyz

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? Marketing is quickly shifting. What does the 2020 marketing landscape look like for advisors? A big hint is relationship marketing. The majority of the content you produce needs to be about results and actionable items for your audience. Today, Matt and Kirk talk about the 8 trends that will have a great impact on advisors’ marketing this year. In this episode, you will learn: How to use content to build your authority How to create results-focused content Why lead generation is a thing of the past And more! Tune in now to learn about the 8 marketing trends that are set to dominate 2020. Resources:  Top Advisor Marketing | How Good Advisor-Marketing Happens in the Expertise Economy | 10 Biggest Content Marketing Trends that Will Dominate 2020 Brought to you by: Iris.xyz

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 of our mini-series, Matt Halloran speaks with Ross Marino, Advisor2X’s founder, about the caliber of speakers at the Retirement & Longevity Summit; these are industry experts who will show you how to differentiate yourself from other advisors that specialize in retirement planning. This your preview to many of the speakers’ pivotal teachings for wealth advisors who want to have conversations that go beyond asset management and financial planning. In this episode, you will learn: What Ross’s criteria are for the Retirement & Longevity Summit’s speakers   How to ask questions that will highlight the vulnerabilities of a prospect’s current plan Why advisors needn’t be afraid of not having answers to every question Three intuitive tips for aging successfully And more! Tune in now to get your preview of the Retirement & Longevity Summit’s top industry speakers! Limited-time offer exclusively for RIAs and financial advisors: Use the code TAM to save $750 on your registration for the Retirement & Longevity Summit. Resources:  Top Advisor Marketing | Advisor2X | Retirement & Longevity Summit | [email protected] |  Erin Botsford's Elite Advisor Course | Live Long, Die Short: A Guide to Authentic Health and Successful Aging by Roger Landry  Brought to you by: Iris.xyz 

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.  Ross Marino, the founder of Advisor2X, can prove that the problem wasn’t with you — it was with the conference. In part two of our mini-series, Matt Halloran and Ross discuss the overlooked and supposedly small details that bring conferences from time-wasting to highly productive and memorable for advisors.  In this episode, you will learn: What to consider before deciding to invest your time at a conference What qualities of a conference set advisors up to make decisions and then act on them How to choose which action-item to implement after a conference And more! Tune in now to consider what qualities to look for in an upcoming conference before you invest your time.  Limited-time offer exclusively for RIAs and financial advisors: Use the code TAM to save $750 on your registration for the Retirement & Longevity Summit. Resources: Top Advisor Marketing | Advisor2X | Retirement & Longevity Summit  Brought to you by: Iris.xyz 

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.  In this first episode of a three-part series, Matt Halloran speaks with Ross Marino, the founder of Advisor2X, about how to have conversations with clients that go beyond numbers. You don’t have to be a psychologist to carry out these conversations; Ross teaches you the purpose of deep listening and how to integrate it into your client meetings during this insightful episode. In this episode, you will learn: What the difference is between active listening versus deep listening What questions to ask your clients when you’re practicing deep listening How to separate your clients’ desired activities from the effect Why it’s valuable to draw out why your clients’ goals matter to them What a Certified Financial Transitionist® is And more! Tune in now to learn how to start practicing deep listening today. Limited-time offer exclusively for RIAs and financial advisors: Use the code TAM to save $750 on your registration for the Retirement & Longevity Summit. Resources: Top Advisor Marketing | Advisor 2X  Brought to you by: Iris.xyz 

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 this episode, Kirk Lowe is speaking with Sameer Somal, founder of Blue Ocean Global Technology. Kirk and Sameer explore the importance of why your online reputation matters, and what you can do to manage that reputation. In this episode, you will learn: Why it is important to have a good online reputation What is SEO, and Online Reputation Management (ORM) How to become more referable by leveraging your ORM What tips you can use to successfully manage your online reputation And more! Tune in now and take in some tips for managing your online reputation! Resources: Top Advisor Marketing | Blue Ocean Global Technology | Sameer Somal Email | Sameer Somal LinkedIn Brought to you by: Iris.xyz Additional Resources: 7 Proactive Steps to Safeguard Your Online Reputation What is the Difference Between SEO and ORM

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 returning guest Samantha Russell, the chief marketing officer at Twenty Over Ten, to discuss how advisors can become visible to prospects of all ages that are increasingly searching online for advisors to work with. Together, they define and uncover long-term niche strategies, the art of attracting pre-sold clients, how to optimize your website for voice searches, and more! In this episode, you will learn: How to use content marketing to serve your niche How to tweak your website in order to rank higher in search results Two little-known ways to optimize your website for voice searches What you can expect from Twenty Over Ten’s new Lead Pilot program And more! Tune in now and learn expert tips for boosting your firm’s online visibility! Resources:  Top Advisor Marketing | Twenty Over Ten | Samantha C. Russell | Lead Pilot Brought to you by: Iris.xyz

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 has the pleasure of speaking with renowned media icon Steve Kosch, the founder and leader of Media Training Network. Steve’s years of varied experiences on such media platforms as ABC, The Weather Channel, and CNN have led him to this point in life where he is helping executives, experts, and business leaders learn how to effectively communicate with their audiences by developing an executive presence. In this episode, you will learn: About the client process of working with Media Training Network How to lead your audience to your final call-to-action Steve’s recommendations for incorporating visuals into your presentations An example of a speaker who embodies an executive presence And more! Tune in and learn how to improve your next presentation by working on your executive presence! Resources:  Top Advisor Marketing | Steve Kosch's Email | Media Training Network: (949) 720-2080 Brought to you by: Iris.xyz

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 you can start using today to capture journalists’ attention and boost your chances of getting your expertise published. In this episode, you will learn: Why it’s worthwhile for advisors to pitch topics to trade publications The importance of putting effort into your LinkedIn profile Which two social platforms tend to get the press’s attention How to reverse-engineer your press releases to make them audience-focused and appealing to journalists And more! Tune in now and learn the best PR strategies for casting a spotlight on your expertise! Resources: Top Advisor Marketing | Weeks Media Brought to you by: Iris.xyz

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 recommend being dialed-in and creating synergies that will help your business thrive. Start your 2020 with clear 20/20 vision by listening to Matt and Kirk as they discuss the benefits of being dialed-in, what challenges business owners face when they’re not creating enough synergies, and how to manage and overcome roadblocks in your business. In this episode, you will learn: Why having a clear and distinct brand can make you more referable Warning signs that you’re not dialed-in Why it’s important to create a positive work culture How to find your focus And more! Tune in now and start your year with 20/20 vision by listening to this value-packed episode. Resources:  Top Advisor Marketing Brought to you by: Iris.xyz

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! In the twelfth and final episode of our annual series, Matt and Kirk recap their best tips from the past 11 days. If you haven’t taken notes yet, we recommend that you write down these ideas so you can incorporate them into your 2020 plan. In this episode, you will learn: How to stay top-of-mind by using social media and Micro-Influence strategies The benefits of outsourcing your marketing Ideas for finding podcast topics that solve your audience’s biggest challenges What change you can make today to improve your speaking skills How to stay relevant and use organic techniques to build relationships And more! Tune in now to learn the best tips from our 12 Days of Marketing series. And thank you for joining us for this holiday tradition! Resources:  Top Advisor Marketing | Influence is Marketing – Be Your Own Loud  | 12 Days of Marketing series Brought to you by: Iris.xyz 

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 practices that you can put into action right away. You will learn which content algorithms prioritize, strategies for introducing your network to your expertise, and why LinkedIn is the ideal platform for sharing your expert content. In this episode, you will learn: Examples of how to use long-form content to create consumable micro-content What the purpose of expertise marketing is and how to do it About current LinkedIn stats that every advisor needs to know Tried-and-true ways to get engagement on your LinkedIn posts And more! Tune in now and learn how to share your expertise on social media! Resources:  Top Advisor Marketing Brought to you by: Iris.xyz

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. In this tenth episode of 12 Days of Marketing series, Matt and Kirk teach you how to craft your powerful hook and when to use it. Get ready to hear real examples of thought-provoking and memorable hooks! In this episode, you will learn: What is meant by a “hook” How a hook differs from a value proposition What the elements of a powerful hook are Examples of succinct and powerful hooks  And more! Tune in and learn how to craft your hook today! Resources:  Top Advisor Marketing  Brought to you by: Iris.xyz 

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 tips for becoming the type of guest that podcast hosts and their listeners will appreciate. Jot down these pointers for your next podcast appearance or public relations opportunity! In this episode, you will learn: Why being a guest is not a substitute for having your own podcast How to go about researching the podcast host beforehand What advisors tend to do during client meetings that they should NOT do during a podcast What “matching” is and how to do it Why people use filler words and how to avoid saying them  And more! Tune in now to learn nine ways to become a good podcast guest! Resources:  Top Advisor Marketing Brought to you by: Iris.xyz

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.  In the eighth episode of our 12 Days of Marketing series, Matt and Kirk talk about eight ways to retain your audience. Covering a variety of content types, this conversation is filled with advice on how to stay top-of-mind and build loyalty with your audience.  In this episode, you will learn: Recommendations for making your content distinct and filled with value How to draw information out of your podcast guests that will benefit your listeners How to use giveaways to retain your audience Words of advice about incorporating topics that add value to your audience’s lifestyle And more! Tune in now and learn how to keep your audience excited about your content! Resources:  Top Advisor Marketing Brought to you by: Iris.xyz 

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. In the seventh episode of our 12 Days of Marketing series, Matt and Kirk discuss how to market yourself in the expert economy that advisors are in today. This episode is filled with ways that you can put yourself out there and promote your expertise! In this episode, you will learn: The do’s and don’ts of self-marketing How having passions outside of work can help attract new clients Why being resourceful can help you find opportunities to have meaningful conversations Unconventional ideas for re-engaging your network on LinkedIn And more! Tune in now and learn seven ways to start marketing yourself today!  Resources: Top Advisor Marketing | Marketing Plan Tactics for Top Advisors | Anatomy of a Whitepaper  Brought to you by: Iris.xyz 

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 12 Days of Marketing series, Matt and Kirk take you inside our Podcast Coaching Program to uncover how they evaluate podcasters. This fun and highly practical conversation is full of podcasting tips that you can use right away! In this episode, you will learn: Why it’s necessary to go “over the top” with your emotions while podcasting Which words make listeners cringe Why your podcast needs a call-to-action in every episode Details about our upcoming Podcast Coaching Program And more! Tune in now and get tips to boost your podcasting skills! Resources:  Top Advisor Marketing Brought to you by: Iris.xyz