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: It’s common for financial advisors to collaborate with estate planning attorneys (EPAs). Partner with the right EPA, and you’ll get more referrals, enhance your value proposition, and provide a better client experience! In this episode, Matt Halloran talks to David Zumpano, founder of Lawyers With Purpose and co-founder of Guidr. David talks about strategies, including a proprietary relationship management system, to create partnerships between advisors and attorneys that improve the client experience. David discusses: Lawyers With Purpose’s three-point system for building relationships Little-known factors that make a great advisor-attorney relationship Co-branding and joint prospecting strategies to expand your visibility Tips (that anyone can use) to turn C-level clients into A-level clients And more Resources:  PodRocket Academy (Join for free!) Visit Restream to claim your exclusive offer! Top Advisor Marketing Podcast: PR at a Global Level: How Top Entrepreneurs Do It With Justin Breen (Ep. 324) “The E-Myth Revisited: Why Most Small Businesses Don’t Work and What to Do About It” by Michael E. Gerber Connect With David Zumpano: Info@lawyerswithpurpose.com  DZumpano@eplawcenter.com  Guidr Lawyers With Purpose LinkedIn: David Zumpano 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 1995, David founded The Estate Planning Law Center, David J. Zumpano CPA, Esq., which has served as a “model firm” for more than one thousand estate planning law firms nationwide. In 2000, Dave introduced to the estate planning industry, the IPUG® Protection Trust, a whole new genre of trust for asset protection and Medicaid planning. In 2001, Dave founded Medicaid Practice Systems, LLC (MPS) and is credited as the founder of the Medicaid Practice for lawyers in America. In 2013, Dave provided the first cloud-based Law Practice management system integrated with documentation creation software for estate, Medicaid, and asset protection planning law firms. In 2021, Dave’s newest innovation, Guidr™, a digital, easy-to-use client interface platform was released to lawyers, digitizing how lawyers communicate with 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: Mergers and acquisitions can be an excellent way to scale your business. But only if you foster the right partnerships and relationships. In this episode, Matt Halloran talks to Brian Church, founder & CEO of Advisory DNA. With a goal to help advisors live their Best Vocational Life™, Brian explains how advisors can accelerate their business growth by finding the right strategic partners and developing accretive relationships in the industry. Brian discusses: Advisory DNA’s free self-assessment for discovering your deepest personal and professional needs The path to becoming an attractive destination firm for transitioning advisors Factors that make or break great partnerships Valuable advice for advisors considering a move, merge, or sale And more Resources:  PodRocket Academy (Join for free!) Visit Restream to claim your exclusive offer! The Kolbe System™ Connect With Brian Church: Contact Advisory DNA for their zero-cost process of DNA Discovery / Pathway Identification / Analytics and Guidance! Brian@advisorydna.com  Advisory DNA LinkedIn: Brian Church LinkedIn: Advisory DNA 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: Brian T. Church is the Founder and CEO of Advisory DNA, the financial advisory industry’s first advisor transition/transaction consulting model to successfully combine the art of human guidance with a robust compatibility analytics platform. Brian is also a consultant that orchestrates transitions, mergers, and acquisitions for some of the industry’s leading acquisition facilitators and advisory firms. Widely known as one of the top consultants in the industry, Brian has been working with firms of all sizes to find their best possible destination for more than 20 years. Brian is an international best-selling author and known as one of the world’s top “Business Relationship” experts who specializes in working with advisors and business owners to create what has become virally known as Relationship Momentum™.

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: Estate documents, investment certificates, bank records…your clients probably have a pile of documents they can’t afford to lose. What if you could provide them with a personal digital vault (branded under your name!) to securely store their documents? In this episode, Matt Halloran talks to G. Scott Paterson, co-founder and executive chairman at FutureVault. Scott explains how digital vaults work, the immense value they add to your business, and how they can elevate your client experience. Scott discusses: How FutureVault differs from other document storage services How FutureVault’s patented technology addresses your compliance and security concerns Why you don’t have to be tech savvy to adopt digital tech vaults And more Resources:  PodRocket Academy (Join for free!) Visit Restream to claim your exclusive offer! DocuSign Connect With G. Scott Paterson: G.scott.paterson@futurevaultinc.com  FutureVault LinkedIn: G. Scott Paterson LinkedIn: FutureVault Twitter: FutureVault 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: Scott Paterson is a well-known investor focused on technology and media. He was a Top 40 Under 40, has been a TedTalk speaker, had a chapter dedicated to him in Peter C Newman’s #1 best seller: “Titans.” Scott was also profiled in Time Magazine as ‘One of Canada’s 21st Century Leaders’, was profiled in Newsweek as ‘One of 17 People to Watch Globally’, was awarded Western University’s top Alumni Purple & White Award, and has been a keynote speaker on behalf of countless organizations including Mastercard, EY Entrepreneur of the Year, and the National Angel Capital Organization.

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, are you keeping up with the latest FinTech trends? When was the last time you worked on your tech stack? In this episode, Matt Halloran talks to Rusty Sommer, CAIA, CTFA, managing director – strategic partnerships at Flyer Financial Technologies. Rusty talks about innovative trading and portfolio management technologies that can help advisors and asset managers better serve their clients and scale their businesses. Rusty discusses: How Flyer Financial Technologies’ cloud-based solution improves your investment process Major Fintech trends every advisor should know about How advanced tech stacks help you spend more time on client relationships How to remain technologically relevant for years to come And more Resources:  PodRocket Academy (Join for free!) Visit Restream to claim your exclusive offer! Redtail Salesforce Connect With Rusty Sommer: Rusty.sommer@flyerft.com  Flyer Financial Technologies LinkedIn: Rusty Sommer 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: Rusty Sommer has spent his career delivering technology solutions. He started his career in retail wealth management and moved into institutional trading. After five years consulting for large asset and wealth managers around technology and process improvement, Rusty went on to lead investment product management at Assetmark. He has held other senior roles at National City Bank, PNC Bank, FolioDynamix, and Investedge, bringing strong domain understanding of the full investment management lifecycle.

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: Podcasts require more preparation than you might expect. When your mind is racing with ideas, it’s important to ensure you don’t digress, don’t leave anything out, and still leave room for some impromptu creativity! In this episode, Matt Halloran and Kirk Lowe help you do just that. Using mind maps and ProudMouth’s proprietary workflow method called BOVA (brainstorm, organize, validate, assign), they teach you how to organize your ideas so you can record a podcast that gives your listeners a ton of value. Matt and Kirk discuss: The importance of judgment-free brainstorming How the BOVA method turns messy ideas into clear actions Four areas where mind maps are a game-changer Why MindMeister is our go-to mind mapping tool And more Resources:  PodRocket Academy (Join for free!) Visit Restream to claim your exclusive offer! Blog: “ProudMouth: Helping Creatives Organize Their Creativity (Success Story)” MeisterLabs MindMeister Top Advisor Marketing Podcast: Mind Mapping: Turn the Messiest Ideas Into Clear Actions for Your Team! With Michelle Matus (Ep. 346) ProcedureFlow Asset-Map Indigo Marketing Agency FinancialAdvisor.TV 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: Kirk Lowe Twitter: Kirk Lowe LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth

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: Podcasts, emails, videos, blogs, white papers… They may not be that effective as standalone media. But if you can integrate them to run smoothly like cogs in a machine, you’ll realize their true marketing prowess! In this episode, Matt Halloran talks to David Pulcini Jr., RICP®, CFP®, managing partner at SixPoint Financial Partners and a client of ProudMouth. David reveals how he has integrated his marketing strategies to build credibility, improve client communication, and attract prospects and clients. David discusses: How he efficiently delivers his marketing messages using a service calendar His move from hard selling to building a marketing ecosystem that sells itself How he tapped into a regionally-specific niche (His podcast his called Dear Rochester, Retire Well) Where to begin if you have little-to-no marketing experience And more Resources:  PodRocket Academy (Join for free!) Visit Restream to claim your exclusive offer! Calendly Idea Decanter BombBomb Loom Do You Want to Podcast? Book a call with Matt Halloran to get started! Connect With David Pulcini Jr.: Dpulcini@sixpointfp.com  SixPoint Financial Partners LinkedIn: David Pulcini Jr. Dear Rochester, Retire Well Podcast Connect With ProudMouth: ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About David Pulcini Jr: David Pulcini Jr. enjoys meeting new people wherever they are on their financial journey to guide them towards making positive financial decisions. He uses his experience in investment management, tax planning, and insurance to help clients protect what they have and grow what they need. Most of all, David loves working with the clients that he has. He takes his role as an advisor very seriously, but he really wants to enjoy the process as much as possible. Outside of work, you can find him spending time at home with his wife and two children.  

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: Have you heard the adage: content is king? According to Johnny Sandquist, content distribution is king! And not just generic, canned content, but authentic content that speaks to your ideal clients. In this episode, Matt Halloran talks to Johnny Sandquist, the CEO at Three Crowns Copywriting and Marketing LLC, a content creator for Fintech firms, and a marketing strategist for RIAs. Johnny shares his best advice to help advisors streamline their content marketing using a mix of outsourcing and active involvement. Johnny discusses: Why the “set it and forget it” strategy doesn’t work when outsourcing content How to tackle the biggest content-marketing roadblocks Every reason to pursue a highly specific niche A Venn diagram to illustrate where you should spend the most time online And more Resources:  PodRocket Academy (Join for free!) Visit Restream to claim your exclusive offer! Orion Advisor Tech Snappy Kraken Do You Want to Podcast? Book a call with Matt Halloran to get started! Connect With Johnny Sandquist: Three Crowns Copywriting and Marketing LinkedIn: Johnny Sandquist Twitter: Johnny Sandquist Connect With ProudMouth: ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: Johnny Sandquist is the founder and CEO of Three Crowns Copywriting & Marketing, a full-service marketing partner to wealth management professionals and advisor technology companies. Before starting Three Crowns, Johnny led the onboarding and implementation team at Orion Advisor Technology and served as director of content at Mineral Interactive. When he’s not crafting communications with Three Crowns’ clients, he spends his time reading poetry or looking for his next outdoor adventure with his wife, three children, and dog.  

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: A brand is more than a website and a logo. Does your brand communicate your “why”? Does it spark an emotional connection that gets prospects excited to work with you?  In this episode, Matt Halloran talks to Monica Fawn, CEO and brand consultant at Onthentic and the host of the Brand Anatomy podcast. Monica unpacks what an ideal brand looks like and how to build brand gravity to attract and retain ideal clients. Monica discusses: Common mistakes that lead to mediocre brands How to approach the branding process if you don’t know where to begin The RED (Reputation, Experience, and Distinction) branding framework Five levels to building trust through the brand trust pyramid And more Resources:  PodRocket Academy (Join for free!) Visit Restream to claim your exclusive offer! “Start with Why: How Great Leaders Inspire Everyone to Take Action” by Simon Sinek Edelman Trust Barometer Special Report: Brand Trust in 2020 PR Newswire: New Retail Study Shows Marketers Under-Leverage Emotional Connection Do You Want to Podcast? Book a call with Matt Halloran to get started! Connect With Monica Fawn: Monica@onthentic.com  Onthentic Brand Anatomy podcast With Monica Fawn LinkedIn: Monica Fawn Instagram: Monica Fawn YouTube: Onthentic Connect With ProudMouth: ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth

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: Does this sound familiar? You’ve been plugging away, doing this-and-that, stop-and-start marketing for years. It seems like everyone around you is succeeding, but it never seems to work out the same for you. The truth is, not many of them are actually succeeding –– at least not consistently. Most advisors have been taught how to plug away. Very few know how to break away! If you’re ready for a new marketing mindset, have a listen to this episode.  Matt Halloran and Kirk Lowe help you get a clear vision of your long-term marketing plan. Through actionable steps, they get you unstuck from major marketing challenges that can feel like a never-ending rabbit hole. Matt and Kirk discuss: Four reasons why you’re not achieving your marketing goals Solutions you can implement right away to get your marketing on track How successful advisors establish long-term marketing momentum And more Resources:  PodRocket Academy (Join for free!) Visit Restream to claim your exclusive offer! MindMeister Mind Mapping: Turn the Messiest Ideas Into Clear Actions for Your Team! With Michelle Matus (Ep. 346) “The Evaluation of the Major Characteristics and Aspects of the Procrastination in the Framework of Psychological Counseling and Guidance” by Murat Balkis and Duru Erdinç “How to Deal With Procrastination? 4 Main Types of Procrastinators” by Sean Clark Eisenhower Matrix Video: This Is How Successful People Manage Their Time 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: Kirk Lowe Twitter: Kirk Lowe LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth

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: Whether they’re on the giving or receiving end, most women despise prospecting, selling, and closing. So, if you want to help women advisors thrive and also appeal to women clients, you need to understand what resonates with them. In this episode, Matt Halloran talks to Adri Miller-Heckman, a returning guest and the founder of femXadvisor. Adri reveals the femX model that helps you move from hard selling to building long-term relationships –– a model she’s used to coach hundreds of female advisors. Adri discusses: Why women advisors are like peacocks among penguins How to tap into the largely underserved female clientele How podcasting fits into the femX approach to attracting clients Every reason to have a femXadvisor on your team And more Resources:  PodRocket Academy (Join for free!) Visit Restream to claim your exclusive offer! FemXadvisor Podcast “The Keys to the Ladies’ Room: A New Business Model for Financial Advisors” by Adri Miller-Heckman “7 Prospecting Scripts That Get Million Dollar Clients” by FemXadvisor Top Advisor Marketing Podcast: all episodes featuring Adri Miller-Heckman Connect With Adri Miller-Heckman: Book a Strategy Session femXadvisor LinkedIn: Adri Miller-Heckman Facebook: 30 Leads in 30 Days Challenge with Adri Miller-Heckman 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: Prior to becoming a coach, Adri Miller-Heckman was a successful female advisor practicing in the male-dominated world of Wall Street for years. However, she always knew that she wanted to empower women to trust themselves, bringing their brilliance to work everyday. With this goal in mind, Adri started her coaching practice in 2004. Since then, she has helped hundreds of female advisors grow a thriving financial practice (their way) and breathe new life and energy into their business and their life.