Top Advisor Marketing Podcast

Anyone can talk. But how good of a communicator are you?  In this episode of the Top Advisor Marketing Podcast, Matt Halloran talks to Joe Steuter — Chief of Communications at Intention.ly — about the critical role that intentional communication plays in the success of financial advisors. Joe shares his extensive experience in helping advisors develop messaging that resonates, focusing on the importance of connecting emotionally with clients rather than relying only on technical expertise. Matt and Joe discuss: Why soft skills like listening and empathy are more valuable than graphs and charts How to tap into a client’s feelings, such as fear, confusion, or excitement about their financial future (and why this is important) Why you need to be clear on your core values The importance of creating intentional messaging that connects with your core values and resonates with your ideal clients The power and role of advisory councils And more Resources:  YouTube Channel: Message Matters Service: Absolute Engagement Expert: Julie Littlechild  Connect With Joe Steuter: LinkedIn: Joe Steuter Website: Intention.ly Facebook: Joe Steuter Connect With ProudMouth: ProudMouth LinkedIn: Matt Halloran Twitter/X: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter/X: ProudMouth YouTube: ProudMouth About Our Guest: As Chief of Communications at Intention.ly, Joe leverages his 20-year career in brand consulting to craft powerful messages that resonate. His experience spans from helping independent financial advisors find their voice to building brands for industry giants.  With a passion for the written word, Joe believes that a clear and compelling message is a business’s most valuable asset. His work has led to significant growth for numerous firms and has solidified his reputation as a master of communication strategy.

Kristin Harad, a Certified Financial Planner™ and founder of Full Advisor Coaching, shares her expertise on scaling advisory businesses while ensuring personal fulfillment. She delves into the challenges of transitioning from advisor to CEO, emphasizing the need to align marketing, sales, and client services. Kristin highlights the power of empowering team members in business development and building a nurturing client ecosystem. Discover her often-overlooked growth opportunity and learn how to create a culture of growth without sacrificing work-life balance!

LinkedIn is the social media platform for professionals. And as someone offering professional services, you have a presence there. But leveraging its potential takes more than just being present.  In this episode, Matt Halloran welcomes ProudMouth’s own Marketing Editor, Jessica Brown, to share data-backed strategies to increase meaningful engagement without constantly chasing likes and comments. Drawing on insights from the Socialinsider 2024 LinkedIn Benchmark Report, they uncover surprising findings about the effectiveness of multi-image posts, videos, and polls in driving impressions and shares. Want more actionable strategies to increase engagement, enhance your visibility, and foster a thriving community on LinkedIn? Matt and Jessica discuss: Why any question you ask your followers needs to be EASY Why sprinkling in pop culture and personal experiences is your secret sauce for better relatability and likability   The importance of vulnerability and authenticity in connecting with your audience on a human level The “invisible force” and how to use it And more Resources:  Report: Socialinsider’s LinkedIn Benchmark Report for 2024 Conference: Future Proof Festival Expert: Katie Braden Connect With Jessica Brown: LinkedIn: Jessica Brown ProudMouth Connect With ProudMouth: ProudMouth LinkedIn: Matt Halloran Twitter/X: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: Jessica Brown, our Marketing Editor at ProudMouth, plays a key role in creating content for our community. You can catch her co-hosting webinars with co-founder Matt Halloran and occasionally joining him on Top Advisor Marketing Podcast episodes — like this one!  A recovering perfectionist, Jessica encourages financial services professionals to share their life-changing advice and shed the burden of trying to be flawless. #BeYourOwnLoud.  And outside of work? She’s a thrifting enthusiast with a heart for toys and outfits from the ‘90s.

Are you ready to stop being the best-kept secret? In this special replay episode of the Top Advisor Marketing Podcast, Matt Halloran and Kirk Lowe share how financial advisors can accelerate their influence – which they define as the ability to get people to like, know, and trust you – in order to grow your business and spend less time chasing prospects and more time doing what you do best: advising.  They discuss the four stages of influence — Apprentice, Expert, Authority, and Celebrity — and the importance of moving beyond ‘expert’ status to achieve authority or even celebrity levels of influence.  Whether you’re aiming for authority or celebrity status in your niche, this episode will give you actionable insights on how to build a marketing system that drives real growth over time. Matt and Kirk discuss: Why your ultimate goal is to build an audience that knows, likes, trusts, and even promotes your advisor services How influence is a system, not a secret Why you need to be actively involved in their marketing The importance of investing in consistent content creation – like podcasts – to build credibility and refine your communication skills The minimum you should be investing in your marketing efforts And more Resources:  Podcast: So, What’s Your Brand Personality? With Lauren Hong (Ep. 433) 41 Top Influencers For Financial Advisors In 2023 by Indigo Marketing Agency Connect With Kirk Lowe: LinkedIn: Kirk Lowe Twitter: Kirk Lowe Connect With ProudMouth: ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: 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.

Hillary Gale, Founder and CEO of Moneta Copy, is back to share her expertise in attracting ideal clients through effective lead magnets. She emphasizes the necessity of transitioning from social media to building an email list. Discover the importance of niche-focused content like ebooks and case studies. Hillary also covers structuring lead funnels, strategic promotion across platforms, and maintaining a balance in email marketing to engage without overwhelming. Her insights are essential for any financial services professional looking to refine their marketing approach.

Question: How can you effectively build a niche-focused advisor brand that positions you as a thought leader and drives organic business growth? Answer: You start with this podcast episode.  Matt Halloran is joined by Brian Haney — Founder and CEO of The Haney Company — to explore his battle-tested strategies for building a powerful brand within a niche market. Brian reveals how his family-owned business rebranded to stand out in the association space, developed deep client relationships, and became a trusted thought leader.  Matt and Brian discuss: The importance of focusing on a specific niche The significance of understanding your target audience’s needs and creating a positive experience that fosters loyalty and referrals Thought leadership and how it differs from being an expert or specialist How the Haney Company uses various content formats, including LinkedIn posts and podcasts, to engage their audience and reinforce their brand Why you should adopt a mindset focused on adding value and contributing to the community, rather than solely pursuing business opportunities. And more Resources:  PodRocket Influence Academy (Enroll for FREE) Association: Million Dollar Round Table (MDRT) Website: Succession Resource Group Community: Podcast Movement Connect With Brian Haney: LinkedIn: Brian Haney Website: Brian Haney Website: The Haney Company Twitter/X: @TheHaneyCompany  Connect With ProudMouth: Thinking about starting your own podcast? Book a call with our team 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: Brian Haney is a seasoned financial professional with nearly two decades of experience in helping clients achieve financial freedom. He is passionate about simplifying complex financial decisions, guiding clients toward tailored solutions that improve their financial well-being. A registered representative and investment advisor, Brian holds multiple certifications, including Certified Funds Specialist and Certified Family Business Specialist. He is also an award-winning leader in the financial services industry, recognized for his commitment to diversity and inclusion. Outside of work, Brian enjoys family time, golf, and is a proud dual citizen of the U.S. and Ireland.

Channel your inner two-toed sloth. Bet that’s the first time you’ve heard that advice.  In this episode of the Top Advisor Marketing Podcast, host Matt Halloran talks to Kalli Fedusenko from Kalli Collective about the importance of a strategic — and a patient — approach to marketing, much like the slow and deliberate movement of a two-toed sloth. She shares three keys to a more disciplined and determined marketing approach that “gets you what you want,” without the overwhelm. Matt and Kalli discuss: The importance of the buyer’s journey The need for personalized content over ‘canned’ material What advisors stand to gain by evolving their marketing strategies over time, adapting to changes, and maintaining a collaborative effort with their marketing teams A reminder that marketing (like the journey of a sloth) should be a slow, steady, and strategic process aimed at long-term success And more Resources:  Membership: Savvy AdvisorTM (Enroll for FREE) Connect With Kalli Fedusenko: LinkedIn: Kalli Fedusenko Website: The Kalli Collective  X: @KalliCollective Facebook: Kalli Collective  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: Leveraging her extensive experience in the financial sector to revolutionize digital marketing for advisors, Kalli Fedusenko captivates audiences with her engaging talks. Known for her practical insights and relatable style, Kalli’s expertise helps financial advisors build genuine connections and grow their businesses. Whether speaking, writing, or consulting, Kalli’s mission is to simplify marketing and inspire action.  Over 10 years of experience in the financial planning industry, a former position as Digital Marketing Coach For The FPA,  and being formerly licensed with the series 7 & 63 provides Kalli an insight and understanding into your practice and objectives. She specializes in brand strategy, web content strategy, video content planning, and more. This powerful combination of creativity and strategy makes Kalli the perfect guide to give your brand a voice.

How do you truly stand out in a crowded and competitive industry?  In this episode of the Top Advisor Marketing Podcast, host Matt Halloran interviews Shana Sissel, the “Queen of Alternatives” and CEO of Banríon Capital Management. She opens up about the challenges she has faced as a successful woman in a male-dominated industry, sharing how she has turned negative feedback into a powerful message of empowerment. Her story is a testament to the importance of staying true to who you are, particularly for women in finance who often feel pressured to conform. This conversation also explores the importance of offering differentiated investment opportunities to clients. Shana emphasizes the value of alternative investments in helping advisors stand out and connect with clients on a much deeper level. Matt and Shana discuss: Building a brand around adversity The awesome power of authenticity The opportunity that alternative investments provide to connect with clients in a meaningful way How Banríon Capital Management helps financial advisors stand out Why helping people invest in a way that aligns with their interests, passions, and values is a massive difference-maker And more Resources:  Conference: Wealth Management Edge Website: Barron’s Service: Mammoth Technology  Service: Canoe Service: Orion Advisor Solutions Service: Black Diamond Wealth Platform Service: Addepar Platform Service: Tamarac Technology Solution for RIAs Service: Meriwether Group Capital Connect With Shana Sissel: LinkedIn: Shana Sissel Website: Banríon Capital Management Website: Shana Orczyk Sissel X: @shanas621 Instagram: @finance_queen2020 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: Shana Orczyk Sissel, CEO of Banríon Capital Management, guides independent advisors through alternative investing, focusing on education, platform development, and due diligence. She played a pivotal role in launching Armada ETF Advisors and their first product, the Home Appreciation U.S. REIT ETF (HAUS). With over two decades of investment management experience, Shana has held leadership roles at Cope Corrales and Spotlight Asset Group. Known as the “Queen of Alternatives,” she frequently appears on CNBC, Bloomberg, and Fox Business. Shana holds a BS from UMass Amherst, an MBA from Bentley University, and the CAIA designation.

You’ve heard the advice a hundred times before, but knowing what to do is not the same as knowing how to do it.  So, how can you effectively leverage niche marketing and personal branding to grow your financial services firm and establish credibility with clients? In this episode, Matt Halloran is joined by Billy Peterson — president of Peterson Wealth Services, Inc. — to break down his successful transition from professional jockey to sought-after financial advisor. He also shares the challenges and rewards of writing and publishing two books, which significantly boosted his credibility and attracted new clients.  Billy’s story is proof that with the right mindset and strategy, you can turn any passion into a powerful, influence-building brand. Billy and Matt discuss: The strategies and mindset that powered his transition from jockey to advisor The connection between positive thinking and success The importance of persistence and adaptability How to harness a multi-faceted approach to your marketing Broader themes of personal and professional growth And more Resources:  Book: Harnessing Your Wealth by Billy Peterson Book: From the Starting Gate by Billy Peterson Podcast: Harnessing Your Wealth with Billy Peterson Service: Scribe Media (Publishing Services) Book: The Scribe Method: The Best Way to Write and Publish Your Non-Fiction Book Connect With Billy Peterson: LinkedIn: Billy Peterson Website: Peterson Wealth Services Facebook: Peterson Wealth Services Instagram: Peterson Wealth Services 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: After more than 10 years as a winning quarter-horse jockey, Billy made the decision to pursue a brand new challenge: helping investors meet and exceed their short and long-term financial objectives. As a financial planner, he works to connect with his clients professionally and personally. A graduate of the University of Texas at El Paso, Billy holds a Bachelor of Arts in business administration and finance. He has continued his education throughout his career. Billy’s financial services career began in 1996 in Long Beach, California, where he served as a senior vice president of investments with PaineWebber. He went on to serve as a senior vice president of wealth management with Morgan Stanley Smith Barney before pursuing independence in 2009 by opening his own financial services company, Peterson Wealth Services, Inc. Billy is a native of Morgan, Utah, where he currently resides with his wife, Heather, and their five children, Cade, Karly, Brig, Kaiya and Berkley. Outside the office, he enjoys trail running, hunting, fishing, and raising and racing horses.

Do you want to turn your podcast appearances into more business wins?  You shouldn’t have to guess your way to success. Get insider tips on how to strategically attract your dream clients and grow your influence with guesting. In this episode, Matt Halloran talks to Tom Schwab — co-founder of Interview Valet — about how to leverage podcast guesting as a powerful marketing strategy. They discuss how to approach podcasting with the right mindset and land interviews that actually move the needle for your business. Tom and Matt discuss: How to choose the right podcast for you The #1 mistake advisors make when pitching themselves to podcasts (and how to avoid it!) Ways to ensure a successful guest appearance The awesome power of storytelling and the need for a clear call-to-action (with examples!) When it might not work: Discover who might not benefit from this strategy, and why And more Resources:  Book: Podcast Guest Profits: Grow Your Business with a Targeted Interview Strategy Expert: Dr. Robert Cialdini Book: Influence: The Psychology of Persuasion Podcast: Nice Guys on Business Website: Craig Cody & Company, Inc. Connect With Tom Schwab: LinkedIn: Tom Schwab Website: Interview Valet Landing Page: Interview Valet/TopAdvisor Twitter/X: @IAmTomSchwab  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: Tom Schwab believes you are not One Funnel Away but One Conversation Away. That’s been his experience over the last decade as the Founder of Interview Valet and a pioneer in leveraging targeted podcast interviews as a powerful marketing channel. Working with over 1500 clients including Fortune 500 companies, top professional services, and high-level coaches and Consultants. Tom’s been called the Godfather of Podcast Interview Marketing. His book, The Podcast Guest Profits: How To Grow Your Business With A Targeted Interview Strategy has been called the bible of podcast guesting. He routinely speaks at top business conferences about how to turn their listeners into your clients. As an engineer, Navy Veteran, and Nuclear Propulsion Plant Operator, Tom thinks differently than most. He has a refreshing new view on marketing in 2024 and how you can move beyond fighting to break through the noise and finally get heard by your ideal clients.