Top Advisor Marketing Podcast

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: Giving equal opportunity to females, people of color, nonbinary individuals, and other underrepresented communities is not just the right thing to do. It can actually benefit the financial services industry! In this episode, Matt Halloran speaks with Liv Gagnon, co-founder of Choir, the first conference diversity certification and diversity-tech platform focused on amplifying the voices of underrepresented financial professionals. Liv talks about how DEI initiatives can lead to better business outcomes for everyone involved (conference organizers, speakers, and attendees). Liv discusses: Why conferences are the best outlets to improve DEI in financial services Tools by Choir to help you uplift fellow professionals (including a certification!) What causes resistance to DEI initiatives — and how to overcome them Actionable tips for professionals struggling with imposter syndrome And more Resources:  PodRocket Academy (Join for free!) Visit Restream to claim your exclusive offer! Choir Pledge™ Choir Voices Platform Choir Certification LinkedIn: Sonya Dreizler Twitter: Sonya Dreizler Connect With Liv Gagnon: Liv@hellochoir.com  Choir LinkedIn: Liv Gagnon Twitter: Liv Gagnon LinkedIn: Choir Instagram: Choir Twitter: Choir 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: Liv Gagnon is the co-founder of Choir, the first conference diversity certification and diversity-tech platform focused on amplifying the voices of financial professionals who are women, non-binary, and people of color. Liv’s career spans a decade working at financial PR and media relations agencies, and in 2018, she founded Portaga (Por-tah-gah) to help impact-driven financial startups build distinguishable brands. Her passion is telling the real and raw stories of people doing important work in the world – especially those who have been underrepresented in the media and in the workplace.  She lives in Los Angeles with her rescue pitbull, June.

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: Found your niche? Well done! Now, how do you attract this audience and accelerate your influence? In this episode, Matt Halloran speaks with Lacey Langford, AFC®, the founder of The Military Money Expert® and the host of the Military Money Show. Lacey reveals the strategies she uses to tap into her niche –– the military community –– and how she has accelerated her influence through podcasting, conferences, blogs, and more. Lacey discusses: What it means to have “zinging moments” with clients Why she calls podcasting her biggest marketing arm How few listeners can also have a major impact on your business How to build a community that attracts COIs, fellow experts, and prospects And more Resources:  PodRocket Academy (Join for free!) Visit Restream to claim your exclusive offer! MilMoneyCon The Military Money Show Connect With Lacey Langford: Website – LaceyLangford.com LinkedIn: Lacey Langford Facebook: Lacey Langford Twitter: Lacey Langford Instagram: Lacey Langford LinkedIn: The Military Money Expert® Pinterest: The Military Money Expert® 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: Lacey Langford is a financial coach, veteran, milspouse, and entrepreneur who changes people’s mindset from being fearful of money to having control and confidence with it. She’s an Accredited Financial Counselor® with over 15 years of financial planning, counseling, and coaching experience. Lacey’s the founder of the Military Money Show, a podcast dedicated to helping the military community with personal finance, and LaceyLangford.com, a personal finance blog specializing in the unique world of the U.S. military. Lacey’s also the founder of MilMoneyCon, a national conference for financial professionals united by military service.

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 keep sidelining cybersecurity in your practice? If your firm were to experience a data breach, your clients would lose trust. If an SEC or FINRA auditor were to recognize poor cybersecurity practices, you’d probably have to pay a hefty fine. To help you be proactive, Matt Halloran is talking to Sid Yenamandra, founder and CEO at Entreda –– the #1 provider of cybersecurity risk and compliance software for wealth managers (acquired by Smarsh). Join them to learn about cybersecurity solutions for wealth management that will help you protect your reputation and client trust. Sid discusses: The three biggest cybersecurity threats in financial services The importance of cybersecurity in SEC and FINRA audits How to build a solid cybersecurity framework, even as independent advisors What’s next for cybersecurity (cyber insurance, new regulations, etc.) And more Resources:  PodRocket Academy (Join for free!) Visit Restream to claim your exclusive offer! Connect With Sid Yenamandra: Sid@entreda.com  Smarsh Entreda LinkedIn: Sid Yenamandra 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: Sid Yenamandra is a seasoned start-up entrepreneur with a deep cyber risk background including working on an NSA-funded program. Sid is the founder and CEO at SaaS company Entreda – #1 Provider of Cybersecurity Risk and Compliance Software for Wealth Managers and other regulated industries sold to Smarsh. Smarsh is a leader in the Gartner Magic Quadrant For Enterprise Information Archive and Compliance Software for four consecutive years. Moreover, Sid serves on the advisory board of numerous venture-funded start-ups and is an active contributor and speaker for many cybersecurity organizations.

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 build a community of raving fans who believe in your mission, make you more referable, and become brand advocates? In this episode, Matt Halloran talks to Liz Faircloth, co-founder and CEO of The Real Estate InvestHER community® and co-host of The Real Estate InvestHER Show. Liz reveals how she turned a small Facebook group into a massive digital community of over 1.8 million loyal followers. Liz discusses: What compelled her to start a podcast Why monetizing right away can hurt your community growth Her top priorities while starting out (business was #3!) How she became a top influencer for real estate investors and women entrepreneurs And more Resources:  PodRocket Academy (Join for free!) Visit Restream to claim your exclusive offer! “The Only Woman in the Room: Knowledge and Inspiration from 20 Women Real Estate Investors” compiled by Ashley L. Wilson Podcast: The Real Estate InvestHER Show InvestHER CON 2022 “Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not!” by Robert Kiyosaki Connect With Liz Faircloth: The Real Estate InvestHER® Facebook: The Real Estate InvestHER Instagram: The Real Estate InvestHER 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: Liz Faircloth co-founded the DeRosa Group in 2005, which controls $60 million of residential and commercial assets. Liz is also the co-founder and CEO of The Real Estate InvestHER community®, which offers accountability and mentorship for women to take their business to the next level. Liz also co-hosts The Real Estate InvestHER Show. And she is the co-author of Only Woman in the Room: Knowledge and Inspiration from 20 Successful Real Estate Women Investors. 

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: You don’t have to be an experienced author to write a book that speeds up your influence. You just need the right guidance. In this episode, Matt Halloran talks to New York Times best-selling author Ellen Rogin. She is also a TEDx presenter and former top-producing financial advisor. Ellen shares exactly how she published her hit books, from writing to marketing. And, she gives you her best tips for making time to write, no matter how busy you are. Ellen discusses: Special tips for first-time authors The underrated benefits of writing a book Which marketing strategies boosted the sales of her new book How to choose between self-publishing vs. traditional publishing Why number-of-copies-sold don’t matter as much as you think How to finally finish your book — even if you’re ridiculously busy And more Resources:  PodRocket Academy (Join for free!) Visit Restream to claim your exclusive offer! “Great with Money: 6 Steps to Lifetime Success & Prosperity” by Ellen Rogin “Picture Your Prosperity: Smart Money Moves to Turn Your Vision into Reality” by Ellen Rogin What Do Extraordinary Advisors Know That Others Don’t? (Get Your Free Copy!) Connect With Ellen Rogin: EllenRogin.com LinkedIn: Ellen Rogin Twitter: Ellen Rogin Facebook: Ellen Rogin 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: Ellen Rogin, CPA, CFP® and Abundance Activist® is the co-author of NY Times best-seller “Picture Your Prosperity: Smart Money Moves to Turn Your Vision into Reality.” As a former top-producing financial advisor and founder of a wealth management firm which she successfully sold, Ellen knows first-hand how to build a successful, profitable practice. She speaks internationally, consults to the financial services industry, and trains and mentors advisors to increase their influence, impact, and income. Ellen is a TEDx presenter, and her work has been quoted in such national publications as The New York Times, Money, Time.com, and Forbes.com.

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: Looking for a one-stop shop to learn everything you need to know about podcasting, digital marketing, and branding? Introducing the PodRocket Academy — where we help you accelerate your influence and become the trusted authority you’re meant to be. In this episode, Matt Halloran talks to Julia Ritchie, ProudMouth’s academy coordinator. She discusses our on-demand courses and guides led by podcast producers and marketers, the exclusive benefits across memberships (including our free one), and how to use PodRocket Academy to accelerate your influence — even if you’re ridiculously busy. Julia discusses: Who will benefit the most from the PodRocket Academy (and what to do if you want the info but don’t have time) What’s inside: courses, checklists, worksheets, and more What you can expect to learn from our podcasting course series How to join our 1:1 office hours (and why now is the best time to do it) A sneak peek into our advanced courses — and upcoming courses! Vetted experts in the academy who can help fill any gaps in your marketing And more Resources:  PodRocket Academy (Join for free!) Visit Restream to claim your exclusive offer! Referral Coach (Bill Cates) The Client Driven Practice (Stephen Wershing) Blubrry 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: Julia Ritchie LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: Julia is a lover of all things writing. With a passion for helping others and a Master’s Degree in Journalism and Communications, Julia is devoted to using her skill set to help people from all walks of life tell their stories. Julia is also a strong believer in lifelong learning, and enjoys conducting extensive research to maximize the impact and effectiveness of her work. At ProudMouth, Julia brings her writing to the social media landscape, where she’s helping advisors tell their stories and connect with those who matter most online.

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: Want to differentiate yourself from the advisor down the street?  Consider offering a service that your clients don’t even realize they need yet. (When you mention it, they’ll have a lightbulb moment!) In this episode, Matt Halloran talks to Betsy Ehrenberg. She’s the CEO and founder of Legacy Concierge, a fintech firm that protects a person’s wealth and digital assets –– emails, videos, playlists, etc. –– after they’ve passed away. Betsy shares how you can help your clients store financial records securely and preserve their memories — making life easier for future generations. Betsy discusses: How to incorporate Legacy Concierge’s LOCKYT Services into your client experience The best way to position legacy vaults to clients and prospects Top tips to build relationships with your clients’ adult children How legacy vaults help strengthen relationships with CPAs, estate planning attorneys, and other professionals And more Resources:  PodRocket Academy (Join for free!) Visit Restream to claim your exclusive offer! Legacy Concierge’s LOCKYT Services Short Video: How to Purchase and Build Your Legacy Vault Connect With Betsy Ehrenberg: Schedule a Consultation Legacy Concierge LinkedIn: Betsy Ehrenberg LinkedIn: Legacy Concierge Facebook: Legacy Concierge Twitter: Legacy Concierge 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: Betsy L. Ehrenberg is CEO and founder of Legacy Concierge, a financial-technology firm that protects wealth after a person passes away. She advises clients on a broad range of security protection options for their portfolio of digital and tangible assets.  Her LOCKYT service locates and secures financial and insurance accounts, preserves photos, videos, and email records, and removes accounts from social media and phone apps. The Legacy Vault organizes digital asset records in the cloud for an annual fee and its contents can be shared with family, attorneys, and other professional advisors.

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: Advisors often hesitate to niche out because they’re worried about whittling down their number of prospects.  Or worse, picking a niche that doesn’t work out. Maybe you know that niching is a game changer. But you’re worried, too. How do you get to a place where you can confidently know “these are my people” and attract the right prospects? In this episode, Matt Halloran talks to Jen Dawson, CFP®, managing director and senior wealth advisor of Hemington Wealth Management. Jen shares why she dared to build a hyper-focused niche practice, serving women lawyers. The benefits of niching down, what she’d do differently, how to create marketing messages that resonate  — she covers it all. Jen discusses: Why having a niche makes business development and prospecting easier How she got to a place within the first year of niching where she knew “These are my people”  What didn’t work (and how to avoid the same mistakes when niching) What it’s honestly like to serve lawyers (and why they’re the right fit for her) The two biggest ways she’s been getting referrals lately And more Resources:  PodRocket Academy (Join for free!) Visit Restream to claim your exclusive offer! Crazy Good Talks® FemXAdvisor “Herding Cats: The Lawyer Personality Revealed” by Dr. Larry Richard “Being Mortal: Medicine and What Matters in the End” by Atul Gawande Connect With Jen Dawson: Jen.dawson@hemingtonwm.com  Hemington Wealth Management LinkedIn: Jen Dawson 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: Jen Dawson, CFP®, is a Managing Director and Senior Wealth Advisor of Hemington Wealth Management. In addition to her primary role as a wealth advisor for her clients, Jen is a part of Hemington’s leadership team and is responsible for Hemington’s expansion in Chicago. With over 15 years of experience with helping clients have a great relationship with their money, Jen has spent the past six years building a practice where she spends most of her time helping lawyers turn their professional success into financial freedom. She recently co-authored Hemington’s latest study about Women of Wealth: “What Do Breadwinner Women Lawyers Want?” to help raise the bar for supporting women lawyers.

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 differentiate yourself from the advisor down the street? Are you looking for marketing strategies that will not only get your audience’s attention but also turn them into raving fans? You’ve come to the right place! In this episode, Matt Halloran talks to David Wilson, the benefits program manager at Lockton Companies. David reveals how he’s using various digital media (including podcasting) to position himself as an expert in personal finance, and how you, too, can catch and hold your audience’s attention.  David discusses: How he partners with advisors to help get their clients’ personal finances on track The power of repurposing content (and how to do it right) Exactly which hashtags he’s using to earn his audience’s attention on Instagram and TikTok An easy trick for repurposing videos across Instagram and TikTok without making the algorithms angry  And more Resources:  PodRocket Academy (Join for free!) Visit Restream to claim your exclusive offer! YOUR Debt-Free Degree Podcast Retirement Revealed: “4 Tips to Graduate From College Debt-Free With David Wilson (Ep. 65)” More Than Money: “How To Flip Lawnmowers & Avoid Student Loan Debt With David Wilson (Ep. 72)” “Purple Cow, New Edition: Transform Your Business by Being Remarkable” by Seth Godin “Steal Like an Artist: 10 Things Nobody Told You About Being Creative” by Austin Kleon Dave Ramsey Seth Godin Gary Vaynerchuk Connect With David Wilson: ImDavidJWilson.com LinkedIn: David Wilson Facebook: David Wilson Instagram: David Wilson TikTok: David Wilson 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 Wilson is a personal finance enthusiast who loves sharing his knowledge with others, especially those who are in college or recent graduates. David was featured in the Ramsey Solutions documentary on the student loan crisis, Borrowed Future, for making it through school debt-free. Since then, he has become a Ramsey Certified Financial Coach and gives back by sharing his knowledge on social media to help others take on college and life without any debt. David also shares the stories of other students who are going through (or have gone through) college debt-free on the YOUR Debt-Free Degree Podcast.

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: Oftentimes, advisors aren’t fully involved in their clients’ finances — from big investment decisions all the way down to small daily finances. How then is it possible to give the best advice if you’re not seeing the whole picture?  In this episode, Matt Halloran talks to Mary Ellen Dugan, chief marketing officer at Envestnet, Inc., a firm with $5.4 trillion in assets under management and nearly 108,000 advisors! Mary Ellen talks about a financial wellness ecosystem that helps advisors stay connected to every aspect of their clients’ financial lives. Mary Ellen discusses: What it means to create an Intelligent Financial Life™ Three primary accelerants of Envestnet’s financial wellness ecosystem The underrated benefits of marketing to your existing book of business A new way to think about using media to communicate with clients in the exact ways they prefer And more Resources:  PodRocket Academy (Join for free!) Visit Restream to claim your exclusive offer! “The Big Reveal” Podcast Series Zapier Mint Connect With Mary Ellen Dugan: Register for the Envestnet Advisor Summit (May 11-12th, 2022) Envestnet, Inc. LinkedIn: Mary Ellen Dugan Twitter: Mary Ellen Dugan LinkedIn: Envestnet, Inc. Twitter: Envestnet, Inc. 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: As chief marketing officer for Envestnet, Mary Ellen Dugan leads the strategy and execution for all of Envestnet marketing across digital marketing, communications, product marketing, and demand generation. Prior to joining Envestnet, Mary Ellen was the chief marketing officer for WP Engine, a leading Word Press technology platform. Before this role, she held executive marketing roles at Dell and Indeed.com. With over 20 years of experience in strategic marketing and brand building, Mary Ellen is passionate about the role marketing can play in business acceleration.