Top Advisor Marketing Podcast

Summary: People know when they’re being sold to. How can advisors build authentic connections with their audience through marketing and social media? In this episode, Matt Halloran is joined by Candice Carlton, Head of Advisor Growth Marketing at FiComm Partners. Candice shares her journey from working in retail to entering the financial industry and changing up the way her company –– and advisors –– communicate.  Candice discusses: How she changed the way the internal communications at United Capital were seen by employees – and why those changes increased communication How FiComm is motivating financial advisors to change their thinking through their coaching program What it takes to build authentic marketing strategies How to approach social media more authentically to get the right message to your audience And more Resources:  PodRocket Academy (Join for free!) AmpliFi PodcastAdvisor Marketing Bootcamp FiComm Studios  FiComm coaching program New Skool Podcast FiComm x ProudMouth Podcasting Workshops FiComm x ProudMouth Partnership How To Start Your PR Journey With Meg Carpenter A Little Bit Cult FiComm Advisor Marketing Bootcamp Poetry Unbound Movies To Be Buried With Connect With Candice Carlton: LinkedIn: Candice Carlton FiComm Meet Candice Carlton Connect With ProudMouth: Do you want to podcast? Book a call with Matt Halloran to get started! ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: Candice Carlton is the Head of Advisor Growth Marketing at FiComm Partners. Prior to FiComm, she worked for and with some of the fastest growing and most innovative firms in the US including Mercer Advisors, United Capital acquired by Goldman Sachs and XY Planning Network. 

Summary: Big companies spend thousands on marketing and PR strategies. How can smaller companies leverage effective PR strategies without the big price tag? In this episode, Matt Halloran talks to Megan Carpenter, CEO and co-founder of FiComm, about the role of public relations in advisor marketing.  Megan reveals the differences between PR on social media and in the news. Plus, some of the best PR strategies to promote your practice on a realistic budget.  Megan discusses: How to increase your visibility across different platforms through a human connection Why local news isn’t the best option for financial advisors to advertise to prospects 3 easy tips to start generating a media presence without spending thousands of dollars on a PR team And more Resources:  PodRocket Academy (Join for free!) FiComm x ProudMouth Podcasting Workshops FiComm x ProudMouth Partnership Qwoted HARO Amplify NowKalamazoo Gerber Kawasaki Twitter: Ross Gerber Connect With Megan Carpenter: LinkedIn: Megan Carpenter FiComm Connect With ProudMouth: Do you want to podcast? Book a call with Matt Halloran to get started! ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: For 20 years Megan Carpenter has worked alongside advisory firms and wealth management businesses, helping their leadership teams identify meaningful growth opportunities through the lens of marketing, PR, and advisor marketing. On her professional journey from marketing intern to influential entrepreneur, she has loved being a part of the industry’s remarkable evolution while leveraging her futuristic strength to imagine what could be. 

If there’s one thing we could get advisors to stop doing in 2023? Sending clients market commentaries!  Your clients already expect you to be the expert in that area. So, what’s actually important to them?  In this episode, Matt Halloran talks to Colleen Bowler, a coach with Strategic Coach and Partner at C&J Innovations. Colleen shares the eight mindsets that go beyond finances and encompass all areas of your clients’ lives. Once you know exactly what matters to your clients, you can serve them better — and create content that attracts more people like them. Colleen discusses: What happens when advisors move away from conversations about “how great our firm is” and start asking, “what does my client really want? Eight mindsets that’ll help you choose the right clients and build lasting relationships How understanding these mindsets helps you create unbelievably engaging content And more Resources:  Who Note How by Dan Sullivan LinkedIn: Jeanne Hurlbert Connect With Colleen Bowler: LinkedIn: Colleen Bowler Strategic Coach C&J Innovations Connect With ProudMouth: ProudMouth LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: A Certified Financial Planner, Colleen Bowler spent over 25 years building her financial planning firm, Strategic Wealth Partners (SWP), and growing it into a top Texas firm. Along the way, she received numerous industry awards and was featured in the book Women at the Top by Arthea Reed and Diane Dixon. In 2020, she sold SWP and began a new venture, C&J Innovations, with Strategic Coach client Jeanne Hurlbert, PhD. 

Summary: With many advisors advertising the same services, businesses struggle to stand out. How can they rise above the noise to prove they have what their ideal prospects need? In this episode, Matt Halloran talks to Andrea Lopez-Schlapia, founder and CEO of Ironstone Business Coaching, about the Entrepreneurial Operating System (EOS). Andrea shares how she uses EOS to create opportunities for business owners to increase their client base and promote growth. Andrea discusses: How EOS works to turn business owners’ visions into a reality What questions business owners need to ask themselves to clarify their vision Why businesses should build from the ground up, instead of building around employees How to turn personal values and goals into content that attracts your ideal clients And more Resources:  PodRocket Academy (Join for free!) Connect With Andrea Lopez-Schlapia: LinkedIn: Andrea Lopez-Schlapia Ironstone Connect With ProudMouth: Do you want to podcast? Book a call with Matt Halloran to get started! ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: Andrea Lopez-Schlapia is the Founder/CEO of Ironstone, a coaching business helping entrepreneurs and independent financial advisors get what they want from their firms by giving a complete system with practical tools proven to help reach their full potential.   Andrea offers her clients a high-energy blend of professional expertise, personal warmth, and a passion for making a difference. As an external change agent, she’s got a critical eye toward measurement, analysis, improvement, and best-practice solutions.

Heads up: This page includes affiliate links. If you make a purchase using the links below, we may receive a small commission at zero cost to you. We only recommend tools that we’ve personally vetted and love. Summary: Do you want to start sparking relationship-building conversations on LinkedIn –– and stop hearing crickets? In this episode, Matt Halloran talks to Niki Clark, the Product Marketing Manager at FMG Suite. Niki shares examples of how to approach your LinkedIn strategy with generosity, humility, and intimacy to not only capture your audience’s attention, but to also get them involved in the conversation. And she gives you ridiculously easy tips to take your posts from “a blur in the newsfeed” to irresistibly scroll-stopping. Niki discusses: The benefits of sharing everything you know (for free!), even if that goes against everything you’ve been taught Secrets to creating posts that keep your audience coming back for more Tough but necessary questions to ask yourself before hitting publish (answer them honestly, and you’ll end up with attention-catching content!) Ways to use white space and pops of color to make your posts impossible to ignore Reasons to stop avoiding other advisors on LinkedIn — because they’re your “competition” — and start interacting with them as much as you can And more Resources:  PodRocket Academy (Join for free!) Visit Restream to claim your exclusive offer! Do It For Me (Marketing Assist) with FMG Mindset by Carol Dweck People to follow on LinkedIn: Derek Pollard Jessica Brown Samantha Russell Thomas Kopelman Frank Iozzo  Taesha Glasgow Dana L. Wilson Adri Miller-Heckman Will Gunn Connect With Niki Clark: LinkedIn: Niki Clark Twitter: Niki Clark FMG Suite niki.clark@fmg.com Connect With ProudMouth: Do you want to podcast? Book a call with Matt Halloran to get started! ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: Niki Clark’s experience in marketing ranges from the early days in college, where she helped create a rebranding campaign for a major company that was used by their executive team. From there, Niki worked with fashion designers, small business owners, and entrepreneurs, all of which taught her a lot. She now gets to work with financial advisors and wealth management firms and loves every minute of it.

Heads up: This page includes affiliate links. If you make a purchase using the links below, we may receive a small commission at zero cost to you. We only recommend tools that we’ve personally vetted and love. Summary: Is it really possible for advisors to easily record, edit, and share videos?  The answer is yes! In this episode, Matt Halloran talks to Katie Braden about easy ways to create high-quality videos that attract ideal clients and deepen existing relationships – even if you’re a total beginner. You will get Katie’s pro tips, including how to frame yourself correctly (goodbye, ceiling shots!), how to emulate an in-person conversation, and how to use what you already have to shoot memorable, trust-building videos. Katie discusses: Why your audience is psychologically drawn to this medium The biggest, most distracting mistakes advisors make on video and in virtual meetings — and what to do instead Ways for advisors to easily get started (plus, a step-by-step guide to shooting your first video) Why you don’t need to spend thousands on equipment to create high-quality content What’s included in her PodRocket Academy course, “Easily and authentically grow with video” And more Resources:  Katie’s new course, “Easily and authentically grow with video” – For instant access, become an Intermediate or Advanced member of PodRocket Academy  Visit Restream to claim your exclusive offer! Loom Connect With Katie Braden: LinkedIn: Katie Braden Advisor Video Marketing Connect With ProudMouth: Do you want to podcast? Book a call with Matt Halloran to get started! ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: Katie is bullish on the power of authentic video to change the public perception of financial advice and financial planning. A former practitioner herself, she loves working with financial advisors to help them improve their virtual meeting setup, build confidence on camera and use video to grow their brand, attract more of their ideal clients and better communicate with their existing clients.  

Heads up: This page includes affiliate links. If you make a purchase using the links below, we may receive a small commission at zero cost to you. We only recommend tools that we’ve personally vetted and love. Summary: Wealthy or not, every client has the same question:  “Am I going to be okay?” Monte Carlo simulations and flow charts don’t reassure clients. They don’t connect the dots. That’s because these tools were built for advisors – they were never meant for clients.   In this episode, Matt Halloran talks to Reese Harper, CEO of Elements. Reese discusses his client-centric mobile app that makes financial planning an easy and –– dare we say –– a fun experience for your clients. You will find out how this app helps clients answer their ultimate question while positioning you as their go-to expert. Reese discusses: What it will take for the financial industry to earn more trust from prospects and clients The psychological technique Elements uses to motivate clients to update their financial data and ask important questions How to make it ridiculously easy to onboard new clients –– without giving them boring, time-consuming homework ever again  Overlooked benefits of expanding your target market beyond the top 1% And more Resources:  PodRocket Academy (Join for free!) Visit Restream to claim your exclusive offer! Connect With Reese Harper: LinkedIn: Reese Harper Elements Dentist Advisors Connect With ProudMouth: Do you want to podcast? Book a call with Matt Halloran to get started! ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: In 2007, Reese Harper founded Dentist Advisors to help dentists make smart decisions with their money and achieve financial independence. Since then he has consulted with dentists across the country to help them reach their personal and business financial goals using a scientific, data-driven decision-making methodology and technology he developed called Elements®.

Heads up: This page includes affiliate links. If you make a purchase using the links below, we may receive a small commission at zero cost to you. We only recommend tools that we’ve personally vetted and love. Summary: More and more “finfluencers” are popping up on social media, giving free financial advice that’s unregulated –– and sometimes terrible. How can financial advisors cut through the noise? In this episode, Matt Halloran talks to David Mehlhorn, Vice President of Business Development at Redtail Technology, about the current role of technology within financial services and marketing. David reveals a key struggle for advisors and how Redtail and Snappy Kraken are creating tools to help advisors connect with the current generation of clients. David discusses: Why Redtail chose to partner with Snappy Kraken How Orion and Redtail are working toward the future of prospecting and financial advisor marketing How social media has changed how prospects interact with advisors Where Redtail is looking to evolve next And more Resources:  PodRocket Academy (Join for free!) Visit Restream to claim your exclusive offer! Connect With David Melhorn: David Mehlhorn LI Redtail Technology Connect With ProudMouth: Do you want to podcast? Book a call with Matt Halloran to get started! ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: David began working with Redtail Technology in 2009 as part of the Redtail Concierge Consulting service, and currently holds the position of Director of Sales for Redtail Technology. David is a graduate of Arizona State University, where he received his Bachelor of Science degree in Accountancy. David’s experience has made him a unique and invaluable asset to the Redtail Team.

Heads up: This page includes affiliate links. If you make a purchase using the links below, we may receive a small commission at zero cost to you. We only recommend tools that we’ve personally vetted and love. Summary: Technology has been around for decades and has become an essential part of all businesses. Yet some advisors still aren’t using it to its full potential.  Where do advisors use technology in their daily lives that could be applied to businesses…and how can other businesses benefit from that connection? In this episode, Matt Halloran talks to Brian McLaughlin, President of Orian Advisor Tech and CEO of Redtail Technology, on maximizing the use of technology between businesses and creating a network of shared data for others to benefit from. Brian discusses: How companies combine different work cultures after a merger Why companies should share data collected and why businesses are hesitant to share information Redtail’s philosophical shift from not sharing data to providing open-source API How businesses can use technology to better connect with clients and other businesses and why they aren’t already And more Resources:  PodRocket Academy (Join for free!) Visit Restream to claim your exclusive offer! Connect With Brian McLaughlin: Brian McLaughlin Redtail Technology Orion Advisor Tech Connect With ProudMouth: Do you want to podcast? Book a call with Matt Halloran to get started! ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: Redtail’s co-founder and CEO Brian McLaughlin became President, Orion Advisor Technology. McLaughlin joined both Orion’s executive team and its Board of Directors. In addition to McLaughlin, Redtail’s executive leadership team and employees continue to work out of their existing locations as part of Redtail, which became a brand entity of Orion.

Heads up: This page includes affiliate links. If you make a purchase using the links below, we may receive a small commission at zero cost to you. We only recommend tools that we’ve personally vetted and love. Summary: Do your clients believe they’ll be happy once they acquire that one new thing — a new car, another house, or more money in their bank account? In this episode, Matt Halloran talks to Nicole Middendorf,  CEO of Prosperwell, about how you can help your clients improve the quality of their lives right now by spending money on experiences instead of things. Get ready to deepen your relationship with clients by encouraging them to transform their relationships with money.  Nicole discusses: The exact, eye-opening moment that prompted her to replace “bucket list” with “Live It List” How an I-can’t-believe-that-happened mishap forever changed how she presents herself to the world An actual fun way to get you and your spouse talking about money (and not just once!) Trade secrets on how to make TV anchors jobs easier during interviews, dramatically increasing your chances of being asked back And more Resources:  PodRocket Academy (Join for free!) Matt’s LinkedIn Post: Amazing Women Influencers in Financial Services Love and Money Conversation Cards Nicole’s Books “The Tipping Point” by Malcolm Gladwell Visit Restream to claim your exclusive offer! Connect With Nicole Middendorf: LinkedIn: Nicole Middendorf Website: Nicole Middendorf Prosperwell Instagram: Nicole Middendorf Connect With ProudMouth: Do you want to podcast? Book a call with Matt Halloran to get started! ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: Nicole is a money maven, a knowledge junkie, and a born coach. She is an entrepreneur who has run her own wealth management firm since 2003. Nicole is the author of five books, and the mother of two phenomenal children. She is also a world traveler, a philanthropist, and an accomplished public speaker. As a Wealth Advisor and Certified Divorce Financial Analyst with Prosperwell Financial, her main focus is to help people create wealth from the inside out. She is able to accomplish this through one-on-one client meetings, writing books, presenting at conferences, and appearing on TV, radio, and other media.