It’s time to gaze into our crystal ball once again. 🔮

In this episode of the Top Advisor Marketing Podcast, Matt Halloran and Kirk Lowe share their predictions for successful marketing in 2025, tackling topics every advisor needs to hear.

From leveraging AI to streamline workflows while maintaining a human touch, to the necessity of creating authentic content that truly connects with your audience, this episode offers actionable insights for staying ahead in a competitive industry. Plus, Matt and Kirk explore how embracing these trends now could position you to capture a slice of the $74 trillion great wealth transfer.

And the conversation doesn’t shy away from tough truths, like why ignoring content marketing is no longer an option and how advisors must step into figurehead roles to establish credibility and trust.

Matt and Kirk discuss:

Why the obsession with vanity metrics is a waste of time
How to properly leverage AI for marketing
The power of authentic content
Why you need to embrace becoming a figurehead
The 5 Returns-on-Influence
How to capture more of the great wealth transfer
And more

Resources:

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About Our Guest:

After decades spent helping build and market successful financial services brands, Kirk Lowe recognized the increasing role and importance of influence in the rapidly expanding Expertise Economy. Successful financial advisors harnessing the power of podcasting, video, social media and progressively building their influence were attracting clients rather than having to chase them.

Kirk’s ‘ah-ha’ moment—that influence is essential for professional experts—led to his co-founding of ProudMouth, an influence accelerator dedicated entirely to liberating financial experts and advisors from the tyranny of sales by giving them the means and methods to become recognized, in-demand authorities.

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