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: Couldn’t make it to The MarketCounsel Summit 2021? Don’t worry! We have compiled this 20-minute clip show with some of our best interviews! In this episode, Matt Halloran speaks with several industry experts live at the summit, each of whom share meaningful insights on the future of the financial services industry. The guests discuss: Gary Bonner, COO of Tru Independence: How to make the transition to an independent advisor easier Robb Baldwin, CEO of TradePMR: The importance of CRM for RIAs Mike Gault, head of Expert Services at Mirador LLC: How breakaway advisors can identify curated solutions for their advisory practice Sean Mullen, executive vice president at SignatureWealth Partners: Two ways in which SignatureWealth Partners can help RIAs achieve their business goals Aaron Klein, co-founder and CEO of Riskalyze: How to tackle the confirmation bias to effectively manage your clients’ risk expectations Christopher King, founder & CEO of Eaglebrook Advisors: How advisors can offer cryptocurrency investment solutions in a compliant manner And more Resources: Visit Restream to claim your exclusive offer! Influence Accelerator Academy (Join for free!) The MarketCounsel Summit Connect With Gary Bonner: Tru Independence LinkedIn: Gary Bonner Connect With Robb Baldwin: TradePMR LinkedIn: Robb Baldwin Connect With Mike Gault: Mirador LLC LinkedIn: Mike Gault Connect With Sean Mullen: SignatureWealth Partners LinkedIn: Sean Mullen Connect With Aaron Klein: Riskalyze LinkedIn: Aaron Klein Connect With Christopher King: Eaglebrook Advisors LinkedIn: Christopher King Connect With ProudMouth: ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guests: Gary Bonner: As the chief operating officer of Tru Independence, Gary oversees all technology, finance, operational, and administrative areas, and has extensive experience in both cybersecurity and compliance. Prior to joining the Tru team, Gary spent close to 20 years at an independent financial advisory firm overseeing product and strategy, compliance, technology, cybersecurity, finance and human resources. Robb Baldwin: Having started his career as a fee-only advisor in the ’90s, Robb is the founder, president and CEO of TradePMR, a growth-minded, service-oriented technology and custodial services firm built by RIAs, for RIAs (registered investment advisors). Throughout his career, Robb has earned numerous securities licenses, including Series 7, 24, 53 and 4, which are registered with TradePMR. Mike Gault: Mike joined Mirador LLC from Mid Atlantic Capital Group, formerly The Private Wealth Partners, an independent RIA and introducing broker. Mike built the technology platform and the operation department focused on the needs of ultra high net worth investors and the financial advisors that service them. Prior to that, Mike helped launch Cantor Fitzgerald Wealth Partners (CFWP), an independent wealth advisory firm servicing HNW families, foundations and endowments. Sean Mullen: As executive vice president of Growth Strategies at SignatureWealth Partners, Sean assists in the development of strategies for business growth, including the creation of new business models and recruiting advisors to those models. Sean is integral to the identification of growth opportunities for SignatureWealth Partners, and serves as an advisor to the Executive Management Team concerning the overall registered investment advisor business of SWP. Aaron Klein: Aaron’s career has largely been at the intersection of finance and technology. As co-founder and CEO at Riskalyze, he led the company to twice being named one of the world’s top 10 most innovative companies in finance by Fast Company Magazine. Aaron has served as a Sierra College Trustee, and in his spare time, he co-founded a school project for orphans and vulnerable kids in Ethiopia. Investment News has honored him as one of the industry’s top 40 Under 40 executives. Christopher King: Chris is the founder and CEO of Eaglebrook Advisors, which provides independent financial advisors with seamless, secure, and compliant access to Bitcoin and digital assets through their proprietary separately managed account platform.  

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: Over the past few years, communication strategies for financial services professionals have changed dramatically, especially with modern marketing tools, like social media. In this episode, Matt Halloran talks to Ray Hennessey, the president & CEO at JConnelly, a leading public relations firm in the financial services industry. Ray provides insight into how advisors can improve their PR to combat industry misinformation and build deeper client relationships. Ray discusses: The biggest marketing challenges for today’s advisors How being unapologetically yourself enhances your PR How to overcome the imposter syndrome and market with confidence Why the future of financial services is more about relationships than products And more Resources: Visit Restream to claim your exclusive offer! Influence Accelerator Academy (Join for free!) The MarketCounsel Summit Connect With Ray Hennessey: JConnelly LinkedIn: Ray Hennessey Connect With ProudMouth: ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: With more than 25 years of media, marketing and management experience, Ray Hennessey has spent his career at the convergence of traditional and emerging communications channels. He most recently served as JConnelly’s president and Chief Innovation Officer, developing technology and content platforms for a variety of clients. Before that, he served as Editorial Director for Entrepreneur, where he launched the Entrepreneur360 and Top Company Culture franchises, as well as the Entrepreneur Network video channel.

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: The MarketCounsel Summit. A lot of advisors are familiar with this event! It’s where executives from leading wealth management firms gather to reassess the financial landscape. In this episode, Matt Halloran talks to Brian Hamburger, JD, CRCP, the founder, president and CEO of MarketCounsel. Recording live at The MarketCounsel Summit 2021, Matt and Brian discuss the value that this one-of-a-kind conference offers to the independent investment advisors and financial industry as a whole. Brian discusses: Every reason to spark meaningful dialogues and debates with your peers Steps advisors are taking post-COVID to re-engage with the industry What he enjoyed the most during the 2021 summit And more Resources: The MarketCounsel Summit Connect With Brian Hamburger: MarketCounsel LinkedIn: Brian Hamburger Connect With ProudMouth: ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: Brian Hamburger is the founder, president and CEO of MarketCounsel, the leading business and regulatory compliance consulting firm to the country’s preeminent entrepreneurial independent investment advisers. He is also the founder and managing member of the Hamburger Law Firm, a boutique law firm with its practice in virtually all areas related to the investment and securities industry, entrepreneurial and employment matters. In 2015, Wealth Management named Brian as one of the top thought leaders in wealth management. In 2014, REP. Magazine featured Brian on its cover as “The Engineer” of the RIA evolution.  

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: Video marketing helps advisors improve SEO, increase their email click-through rates, and boost social media engagement. And get this –– you don’t even have to be on camera to make it all happen! In this episode, Matt Halloran talks to Jill Addison, founder of FA Client Machine, a digital marketing expert, and a video specialist. Jill discusses how you can generate more business and grow your practice through unique “whiteboard animated” videos. She also shares her latest LinkedIn Personal Touch System, which helps you nurture lasting relationships with clients, prospects, and referral partners. Jill discusses: How videos make complex financial concepts accessible your audience FA Client Machine’s turnkey video system that caters to advisors Success stories that demonstrate the potential of video marketing How niching actually broadens your potential audience base How to write automated LinkedIn messages that are authentic And more Resources: Visit Restream to claim your exclusive offer! Influence Accelerator Academy (Join for free!) “Financial Advisor’s 7 Steps to Video Marketing Success” by Jill Addison Connect With Jill Addison: Book your Complimentary 15-Minute Digital Marketing Strategy Session FA Client Machine LinkedIn: Jill Addison Connect With ProudMouth: ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: Jill Addison is a digital marketing expert & video specialist who has helped thousands of small business owners and financial advisors generate hundreds of thousands of dollars in new business by leveraging cutting edge video marketing strategies (powered by YouTube, social media and email marketing). In addition to being the writer of the acclaimed book, “Financial Advisor’s 7 Steps to Video Marketing Success,” Jill is the founder of FA Client Machine and the co-creator of the Turnkey Video System, which includes a library of highly engaging and entertaining whiteboard videos financial advisors are using to nurture relationships with prospects and 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: Tired of having ongoing business problems in your advisory practice? It might be time to stop fighting the symptoms and start searching for the root cause! In this episode, Matt Halloran talks to Blain Wease, the founder & president of Provincial Development Group. Blain reveals how leaders of wealth management firms can create a robust business development plan, rally their team through a strong organizational culture, and enhance their overall client experience. Blain discusses: His unique discovery process for identifying major business deficiencies 5 core areas of business development for every firm to focus on The often-overlooked impact of ambiguity gap on internal communications (and how to overcome it) Tips to design and implement a powerful strategic blueprint And more Resources: Visit Restream to claim your exclusive offer! Influence Accelerator Academy (Join for free!) Top Advisor Marketing Podcast: 316. Why the Future of Financial Services Isn’t Financial With Dennis Moseley-Williams Top Advisor Marketing Podcast: 317. Make Work Awesome by Reinventing Your Business Culture With Pam Ross Connect With Blain Wease: Info@provincialdevelopment.com  (615) 591-3960 Provincial Development Group, LLC LinkedIn: Blain Wease LinkedIn: Provincial Development Group, LLC Connect With ProudMouth: ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: Blain Wease is the founder & president of Provincial Development Group, a Nashville based professional services firm, established in 2004. Provincial works with wealth management firms to equip their leaders to lead more effectively, build scale, and realize sustainable growth. They accomplish this through an engaged and dynamic collaboration with their clients, that transcends the traditional limitations of consulting. In 2012, Blain founded the Nashville Leadership Luncheon, at the Bridgestone Arena, which grew into one of the region’s premier leadership gatherings. Blain also served as the past Board President of the Scott Hamilton CARES Foundation, which is dedicated to fighting cancer.  

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: Let’s say you decide to start a podcast. Will you outsource its production or do it yourself? Matt Halloran and Kirk Lowe are helping you answer this question! Join them to learn about the podcast production process on a granular level — content creation, editing, marketing, expected results and costs, and more. Doing a complete cost-benefit analysis of outsourcing a podcast, they leave no stone unturned to help you decide which way to go! Matt and Kirk discuss: Creating your own content vs. using canned solutions — what’s best for you? Expected costs of hiring different podcast production companies in the market (including us!) How to come up with your first 24 podcast topics quickly Expected results of outsourcing vs. in-house production How to use your podcast to build long-term marketing momentum And more Resources: Visit Restream to claim your exclusive offer! Influence Accelerator Academy (Join for free!) Snappy Kraken WordPress Crazy Good Talks® Fiverr Upwork Vimeo The Top Advisor Podcast With Bill Cates Connect With ProudMouth: 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: Do your clients feel ready for their children to graduate from high school? Or, are they like many parents who are completely overwhelmed because they haven’t started planning for college?  In this episode, Matt Halloran talks to Dan Bisig (aka “Dan the College Man”), the founder of College and Beyond, LLC. Dan shows you how to help your clients’ children find the right college at an affordable price, pursue the right major, and graduate on time! Dan discusses: How outsourcing college planning can add incredible value to your practice The benefits of his advisor referral partnership programs His proprietary college planning process, which is suitable for all institutions (including Ivy League colleges) How to find scholarships to bridge the funding gap And more Resources: Visit Restream to claim your exclusive offer! Influence Accelerator Academy (Join for free!) College Financial Aid and Scholarship Course: Show Me Where To Find The Money Connect With Dan Bisig: 15-Minute Discovery Zoom Meeting with Dan College and Beyond, LLC LinkedIn: Dan Bisig Facebook: College and Beyond, LLC Instagram: College and Beyond, LLC Connect With ProudMouth: ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: After spending 25 years as a financial planner and seeing families make tough decisions about college, Dan Bisig decided to do something about it by founding College and Beyond. Over the past 15 years, Dan has helped hundreds of students and parents across the United States, and internationally, navigate the college process. In addition to being a college admissions and funding expert, Dan is the co-author of a best-selling book titled “College Entrance Game Plan (2016): Your Comprehensive Guide To Collecting, Organizing and Funding College.” As well, Dan has been featured in numerous articles and interviewed on local TV and radio shows and national podcasts.

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: In financial services, bear markets come and go. But the most resilient advisors stand strong even during the toughest crises. In this episode, Matt Halloran speaks with Jay Coulter, CFP®, CIMA®, executive producer of FinancialAdvisor.TV, the managing partner of Resilient Wealth, and the host of The Resilient Advisor™ Show. Jay shares four key systems to help you build a stronger, healthier practice and improve business performance. Jay discusses: 3 reasons why resilience is crucial for today’s advisors How to improve your client communication through business and social touchpoints Scalable systems that boost business efficiency What it means to own your investment process How FinancialAdvisor.TV is a powerful syndication of advisor-focused content And more Resources: Visit Restream to claim your exclusive offer! Influence Accelerator Academy (Join for free!) Top Advisor Marketing Podcast: 57. Prospects, Social Media, and The Best Brand with Jay Coulter The Resilient Advisor™ Show FinancialAdvisor.TV Book: “The Resilient Advisor” by Jay Coulter Ameriprise Financial Carson Wealth Pareto Systems Connect With Jay Coulter: Resilient Advisor LinkedIn: Jay Coulter Twitter: Jay Coulter Facebook: Resilient Advisor YouTube: Resilient Advisor Twitter: Financial Advisor TV Connect With ProudMouth: ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: Jay Coulter, CFP®, CIMA® is an Investment Strategist & Business Consultant to Financial Advisors, teams, and firms. He is the executive producer of FinancialAdvisor.TV, the managing partner of Resilient Wealth, the host of The Resilient Advisor™ Show, and the author of “The Resilient Advisory Business,” “The Resilient Advisor,” and “Conquer Worry.” Jay leverages his 20+ years of experience in the investment management industry working for industry leaders such as Morgan Stanley, Lehman Brothers, Guggenheim, and Charles Schwab to help his clients implement systems designed to improve business performance.

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: The podcast industry is obsessed with monetization. And we get it! Most podcasters want their shows to generate revenue. But are high downloads the only way to do it?  Join Matt Halloran and Kirk Lowe as they flip podcast monetization on its head. Stop chasing pie-in-the-sky download numbers and start using your podcast to monetize your products and services! Drawing on the latest industry stats and success stories from our team and clients, they share three ways to monetize your business with your podcast.  Matt and Kirk discuss: Why it’s “basically useless,” in Kirk’s words, to pursue how the podcast industry talks about monetization How to use a podcast to accelerate your business growth What it means to achieve success with a podcast (and how long it usually takes) The overlooked role that podcasting plays in client retention And more Resources: Visit Restream to claim your exclusive offer! Influence Accelerator Academy (Join for free!) Podcast: Be Your Own Loud Podcast: The GaryVee Audio Experience Top Advisor Marketing Podcast: 294. Is Selling Even Necessary Anymore? Connect With ProudMouth: 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: You know exactly how you can transform your client’s life. But you just can’t seem to find the right words to tell them how. Sound familiar? In this episode, Matt Halloran talks to Derek Pollard, PhD, MFA, a leading content specialist and copywriter and the founder of Constellar Creative. Derek shares why writing with empathy, or “listening outward,” is key to sharing your expertise and empowering your audience with even greater confidence, clarity, and assurance. Derek discusses: The importance of teamwork to the writing process The power of silence: how to rise above the noise by “shutting up and listening” How to take greater control of your voice and enhance client communication Why he believes “content is queen” And more Resources: “On the Verge of Something Bright and Good” by Derek Pollard “Till One Day the Sun Shall Shine More Brightly: The Poetry and Prose of Donald Revell” edited by Derek Pollard “The Social Media Handbook for Financial Advisors” by Matt Halloran Ogilvy Visit Restream to claim your exclusive offer! Influence Accelerator Academy (Join for free!) Connect With Derek Pollard: derek@constellarcreative.com Constellar Creative LinkedIn: Derek Pollard Connect With ProudMouth: ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: A passionate educator, Derek Pollard teaches online English courses at Southern New Hampshire University, consistently named one of the nation’s “Best Regional Universities” by U.S. News & World Report. As Series Editor at the University of Michigan Press, Derek acquires new titles and develops marketing content. He is also the founder of Constellar Creative, a creative agency whose clients include Intermountain Healthcare, Jubilant Consulting, and ProudMouth. He is a prior member of the Creative Professionals Board at Urban Arts Partnership.