Resilient Advisor How Financial Advisors Can Increase Referrals with Matt Halloran
Apr 2, 2025
Matt Halloran, Co-founder of ProudMouth and author of "Shut the F Up and Listen," shares invaluable insights on generating referrals for financial advisors. He emphasizes the importance of consistent, personalized content and introduces practical strategies like emotional storytelling and leveraging social media. Matt addresses the challenges of imposter syndrome and discusses the significance of authenticity in client communication. He also reveals his innovative PodRocket Influence Academy aimed at enhancing marketing skills in the advisory space.
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Referral Strategy
- To boost referrals, share personalized content showcasing who you are, not just your expertise.
- Post consistently on social media platforms preferred by your target audience.
Personal Content Example
- Matt Halloran shared a personal video of a sword fighting class with his son.
- This resulted in significant engagement, demonstrating the power of personal content.
Content Creation System
- Block out immovable time for content creation, preferably on Mondays or Fridays.
- Create short videos or posts based on client questions or experiences.
