Top Advisor Marketing Podcast

All good things must come to an end.  In this special milestone episode of the Top Advisor Marketing Podcast, Matt Halloran and Kirk Lowe celebrate their 500th — and surprise! — final episode with you. Reflecting on seven years of podcasting, they share behind-the-scenes stories, valuable marketing lessons, and a heartfelt appreciation for their listeners and guests. This episode is a celebration of their incredible run and an announcement of big changes on the horizon, as the show evolves into a new format to deliver even greater value. Join Matt and Kirk as they revisit some of their most impactful episodes, highlighting key moments and quotes that reinforce their mission to help advisors “be their own loud.” From exploring mindset shifts with industry leaders to discussing the power of storytelling, they share how authentic content creation can elevate business relationships and drive success. This might be their last episode, but it’s also the start of a new adventure in building your influence. Matt and Kirk discuss: Funny and relatable recording mishaps The transformative power of storytelling Key lessons from their top ten episodes The evolution of marketing  How to overcome podfade The next chapter in their podcasting journey And more Resources:  Mind Mapping: Turn the Messiest Ideas Into Clear Actions for Your Team! With Michelle Matus (Ep. 346) Tool: MindMeister How to (Finally) Get Your Content Marketing Off the Ground With Jorrell Bland (Ep. 469) What Do Your Clients Actually Want? 8 Mindsets That Transform Conversations With Colleen Bowler (Ep. 398) How To Market Yourself As an Expert With Kristen Luke (Ep. 326) Book: Uncomparable: The Financial Advisor’s Guide to Standing Out through Niche Marketing by Kristen Luke Why the Future of Financial Services Isn’t Financial With Dennis Moseley-Williams (Ep. 316) Our Proven Strategies To Beat Podfade With Kirk Lowe (Ep. 328) Take This Red Pill to Exit the Rat Race With Jerome Myers (Ep. 319) Build a Million-Dollar Mindset and the Practice Will Follow — With Stephanie Bogan (Ep. 221) How Storytelling Builds Unbreakable Client Relationships With John Bucher (Ep. 461) What Most Advisors Are Missing in Their Business Development Plan With Kim Skermer (Ep. 345) Book: Influence, New and Expanded: The Psychology of Persuasion by Dr. Robert Cialdini Podcast: Ologies With Alie Ward Connect With Kirk Lowe: LinkedIn: Kirk Lowe X: @KirkLowe_ Connect With ProudMouth: ProudMouth LinkedIn: Matt Halloran X: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth X: ProudMouth YouTube: ProudMouth 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.

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:  Service: RFG Advisory Expert: Gavin Hammer Program: Sonic Boom Coaching Connect With Kirk Lowe: LinkedIn: Kirk Lowe X: @KirkLowe Connect With ProudMouth: Take your podcast (or idea) to the next level with Sonic Boom Coaching! Reserve your free strategy session now.  ProudMouth LinkedIn: Matt Halloran X: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth X: ProudMouth YouTube: ProudMouth 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.

Let’s face it — nobody wants to be sold to.  But you know what people love? Learning something that changes their perspective and adds real value to their lives. That’s how relationships are built.   In this episode of the Top Advisor Marketing Podcast, Matt Halloran talks to Carrie Roso—Director of Marketing at FMT Solutions—about how financial advisors can turn education into their most powerful client acquisition tool. This is about delivering real value through authentic, long-form workshops that leave attendees saying, “Wow, I trust this person.” Tune in, and discover how to reach more clients and ignite strong relationships by positioning yourself as a credible source in your community.  Matt and Carrie discuss: Why giving away value is the smartest way to grow your business Tips for becoming a confident, engaging presenter — even if public speaking isn’t your thing Why FMT’s model boasts an impressive 80% conversion rate from attendees to one-on-one appointments The role of predictive targeting Why you should be charging for your workshops And more “Just trust the process, be authentic, give it away.” ~Carrie Roso Resources:  Expert: Dr. Robert Cialdini  Connect With Carrie Roso: LinkedIn: Carrie Roso Website: FMT Solutions Connect With ProudMouth: Thinking about starting your own podcast? Book a call to learn about our done-with-you service ProudMouth LinkedIn: Matt Halloran X: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth X: ProudMouth YouTube: ProudMouth About Our Guest: Carrie Roso is the Director of Marketing at FMT Solutions, where she leverages over 20 years of experience in financial services and technology to connect fiduciary advisors with clients through education-driven strategies.  Previously, she led transformative initiatives at Umpqua Bank, including launching a top-performing mobile app and modernizing the brand with a popular podcast.  Carrie holds a master’s in strategic communications from the University of Oregon and excels in crafting impactful marketing campaigns that drive engagement and growth.

Your marketing approach shouldn’t just reach an audience. It should transform that reach into meaningful engagement, referrals, and partnerships. In part three, Matt Halloran and Kirk Lowe guide listeners through the essentials of years two and three of a long-term marketing plan. This installment builds on the foundation laid in the previous episodes, sharing actionable strategies to expand your reach, deepen client relationships, and boost credibility through referrals, partnerships, and targeted PR. They also discuss techniques to engage local influencers, refine calls-to-action, and incorporate media promotion, making a case for both organic and paid growth approaches. Matt and Kirk discuss: The importance of consistency and adaptability Why it’s crucial to keep your branding relevant, update referral networks, and expand your expert connections How to leverage centers of influence Why you should be hosting events (hint: deeper connections) What a strategic partnership is, and why you need them  And more Resources:  Podcast: Mitlin Money Mindset Association: Million Dollar Round Table (MDRT) Service: Absolute Engagement Connect With Kirk Lowe: LinkedIn: Kirk Lowe X: @KirkLowe_ Connect With ProudMouth: Thinking about starting your own podcast? Book a call to learn about our done-with-you service ProudMouth LinkedIn: Matt Halloran X: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth X: ProudMouth YouTube: ProudMouth 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.

In this episode of the Top Advisor Marketing Podcast, Matt Halloran and Kirk Lowe continue their multi-part series on building a powerful influence marketing strategy In part two, they explore the concept of “escape velocity,” using the analogy of a rocket launch to explain how you can propel your influence beyond the foundational work covered in the previous episode. Tune in for actionable advice on what to implement next — and why — including hosting webinars, setting up email sequences, engaging with niche associations, and connecting with your audience through relatable social media posts. Matt and Kirk discuss: The importance of using a strategic approach to content creation The need for authenticity and consistency, highlighting how small and steady efforts can lead to long-term success in becoming an authority in your niche Proven tips to secure guest spots on the podcasts your audience listens to Why being proud of your own show and actively promoting it to your audience is your secret to success And more Resources:  Association: Million Dollar Round Table (MDRT) Podcast: Stop ‘Podcast Guessing’: How Advisors Can Succeed at Podcast Guesting With Tom Schwab (Ep. 481) Service: Interview Valet Podcast: Mitlin Money Mindset Book: The Social Media Handbook for Financial Advisors by Matt Halloran and Crystal Thies Service: Google My Business Connect With Kirk Lowe: LinkedIn: Kirk Lowe X: @KirkLowe_ Connect With ProudMouth: Thinking about starting your own podcast? Book a call to learn about our done-with-you service ProudMouth LinkedIn: Matt Halloran X: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth X: ProudMouth YouTube: ProudMouth 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.

What foundational steps should you take in the first year to build your influence through content marketing? In this episode — Part one of three — Matt Halloran is joined by ProudMouth CEO Kirk Lowe to unveil the secrets to building a powerful influence marketing strategy. Tune in as they guide you through every step of the journey, sharing proven advice to help you build a brand that resonates, drives engagement, and sets your business apart from the competition.  Tired of being the best-kept secret in the financial services world? Start here, and don’t forget to return for Parts Two and Three.  Matt and Kirk discuss: The importance and essential steps to building a strong foundation in the first year  Actionable tips on how to atomize content, craft strong messaging, and use tools like webinars and lead magnets to attract and nurture leads Ways to pinpoint your niche  The consequences of having a non-existent or poorly defined brand Where to find a steady supply of laser-focused topics And more Resources:  Webinar: Atomic Content: Multiply Your Output, and Win Back Your Time Book: The Bezos Blueprint: Communication Secrets of the World’s Greatest Salesman Book: Working Backwards: Insights, Stories, and Secrets from Inside Amazon Book: Smart Brevity: The Power of Saying More with Less Tool: Canva: Visual Suite for Everyone Connect With Kirk Lowe: LinkedIn: Kirk Lowe X: @KirkLowe_ Connect With ProudMouth: Thinking about starting your own podcast? Book a call to learn about our done-with-you service ProudMouth LinkedIn: Matt Halloran X: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth X: ProudMouth YouTube: ProudMouth 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.

We often talk about wealth and wellbeing interchangeably, as though they’re the same thing. They’re not.  In this episode of the Top Advisor Marketing Podcast, Dr. Preston Cherry, Founder of Concurrent Financial Planning and a leading voice in the industry, shares insights on behavioral finance, his philosophy of aligning life and money, and how his book, Wealth in the Key of Life, offers both advisors and clients a fresh approach to financial wellness. Through personal stories and professional wisdom, he encourages listeners to reflect on their financial lives with empathy and intention, rather than falling into rigid or outdated norms. Matt and Dr. Cherry discuss: The significance of behavioral finance in understanding clients’ financial decisions How advisors can serve clients more effectively by understanding the psychology of money Insights from his book, which offers a fresh perspective on financial planning How to bridge the gap between financial goals and personal values Practical strategies for advisors to foster deeper client relationships and enhance financial well-being And more “Advance the human condition through financial advice and education.”  ~Dr. Preston Cherry Resources:  Book: Wealth in the Key of Life by Dr. Preston Cherry Life Money Balance® Podcast Connect With Dr. Preston Cherry: LinkedIn: Dr. Preston Cherry Website: Dr. Preston Cherry Website: Concurrent Financial Planning Facebook: Concurrent Financial Planning X: @DrPrestonCherry YouTube: Life Money Balance® Connect With ProudMouth: Thinking about starting your own podcast? Book a call to learn about our done-with-you service ProudMouth LinkedIn: Matt Halloran X: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth X: ProudMouth YouTube: ProudMouth About Our Guest: Dr. Cherry, Founder & President of Concurrent Financial Planning, leads the Financial Planning Program and directs the Charles Schwab Center for Personal Financial Planning at UW–Green Bay. With over 15 years of experience, he empowers people to shape their financial stories for wellness and freedom. His research focuses on personality traits and financial risks. Cited by top publications, he’s an Investopedia Top 100 Advisor and Financial Therapy Association President. Preston is also a poetry-writing, vinyl-loving uncle.

Green light, red light, green light, red light.   In this special replay episode of the Top Advisor Marketing Podcast, Matt Halloran and Kirk Lowe unwrap one of the biggest challenges financial advisors face: the dreaded cycle of start-and-stop marketing. This unproductive pattern keeps too many advisors from building the momentum they need to maintain consistent visibility and credibility with clients.  Drawing inspiration from Atomic Habits by James Clear, they reveal practical tips on how to create effective, sustainable habits to ensure marketing efforts don’t fizzle out, even when business demands are high. Matt & Kirk discuss: The importance of forming simple, repeatable habits for consistent content creation How reaching a tipping point in marketing can make efforts feel natural and self-sustaining The value of outsourcing certain tasks to reduce friction and free up time Three consequences of start-and-stop marketing And more! “And as you all know, creating better habits is the most important thing to moving forward and achieving success.” ~Kirk Lowe Resources:  “Atomic Habits” by James Clear Service: White Glove LinkedIn: Ron Carson Equipment: Gator 3000 Boom Arm Equipment: Canon EOS Cameras Connect with Kirk Lowe: LinkedIn: Kirk Lowe Connect with ProudMouth: Thinking about starting your own podcast? Book a call with our Influence Liberator to learn about our done-with-you service ProudMouth LinkedIn: Matt Halloran X: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth X: ProudMouth YouTube: ProudMouth About Kirk Lowe: After decades spent helping build and market successful financial services brands, Kirk 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.  

What if there was a way to make every client meeting feel more personal, engaging, and trust-building?  In this episode of the Top Advisor Marketing Podcast, Matt Halloran welcomes Brian Portnoy — an expert in behavioral finance and founder of Shaping Wealth — to explore how financial advisors can make their practices more impactful by focusing on human-centered financial guidance. It’s all about bringing some human into your work. They cover everything from setting realistic client expectations (say goodbye to surprise phone calls!) to building a workplace culture that treats people as, well, people. Matt and Brian discuss: Why empathy starts with self-awareness (and how it makes you a better advisor) The happiness formula that advisors can use to keep clients satisfied Actionable tools to transform those routine meetings into meaningful conversations Creating a “human-first” culture within your team and client base Resources:  Book: The Geometry of Wealth by Brian Portnoy Tools: Compass by Shaping Wealth Connect With Brian Portnoy: LinkedIn: Brian Portnoy Twitter/X: @bportnoy_ Website: Shaping Wealth X: @ShapingWealth Connect With ProudMouth: Thinking about starting your own podcast? Book a call to learn about our done-with-you service ProudMouth LinkedIn: Matt Halloran X: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth X: ProudMouth YouTube: ProudMouth About Our Guest: Brian Portnoy, Ph.D., CFA, is an expert in the psychology of money. He is the founder and CEO of Shaping Wealth, the global wealth industry’s premier learning & training platform for human-first financial guidance. Brian’s three behavioral finance books have been published in 15 languages and one of them, The Geometry of Wealth, inspired his current venture. Shaping Wealth was recently awarded a prestigious “Wealthie” as the wealth industry’s Top Disruptor. He previously worked for nearly 20 years in the hedge fund and mutual fund industries as investor, researcher, and educator. He serves on the ambassador’s council of the Alliance for Decision Education, is a CFA Charterholder, and is a member of the Economic Club of Chicago.  Brian earned his doctorate at the University of Chicago and undergrad degree at the University of Michigan.

In our society, where financial comfort doesn’t always translate to true well-being, your clients need more than just a numbers person.  In this episode of the Top Advisor Marketing Podcast, Matt Halloran talks to Dr. Daniel Crosby about his latest book, The Soul of Wealth, which is packed with 50 punchy essays that make complex ideas about wealth and happiness easy to digest. Inspired by Rick Rubin’s The Creative Act, Dr. Crosby digs into how advisors can play a role in helping their clients achieve not just financial goals, but life satisfaction.  Matt and Dr. Crosby discuss: The concept of true wealth beyond finances Behavioral finance in client relationships The role of advisors in addressing loneliness and life satisfaction Practical steps for advisors to incorporate behavioral finance And more Resources:  Book: The Soul of Wealth by Dr. Daniel Crosby Book: The Creative Act by Rick Rubin Organization: The Viktor Frankl Institute of Logotherapy Expert: Fritz Perls Expert: Martin Seligman Book: Avalanche: The 9 Principles for Uncovering True Wealth by Steve Sanduski & Ron Carson Article: Behavioral Finance: What Good Is It, Anyway? By Jason Zweig Resource: Orion Advisor Academy Connect With Dr. Daniel Crosby: LinkedIn: Daniel Crosby Website: Orion Advisor Solutions Twitter/X: @danielcrosby Connect With ProudMouth: Thinking about starting your own podcast? Book a call to learn about our done-with-you service ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: Dr. Daniel Crosby, a psychologist and behavioral finance expert, earned degrees from Brigham Young and Emory Universities. He co-authored Personal Benchmark: Integrating Behavioral Finance and Investment Management, a New York Times Bestseller, and developed the “Irrationality Index” to track market sentiment.  Named one of Monster.com’s “12 Thinkers to Watch,” his insights have appeared in publications like Huffington Post and Risk Management Magazine. Outside work, Daniel enjoys indie films, St. Louis Cardinals baseball, and family time.