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: Your prospects may not hire you right away. But when they’re ready to work with an advisor, you’ll want them to think of you first!  In this episode, Matt Halloran talks to Carson Heady. Carson is Microsoft’s health solutions director and their number one social seller, as well as a Sales Hall of Fame inductee and a best-selling author. Now, he’s making the case for how advisors can benefit from social selling, especially on LinkedIn! Carson shares how to use social selling to stay top of mind and build a community around your expertise.   Carson discusses: 3 social-selling strategies for standing out among thousands of other advisors on social media Success stories that he can directly attribute to social selling on LinkedIn How he helps professionals sell to a hyper-focused niche Every reason to create a prospect “hit list” for effective niche marketing And more Resources: Visit Restream to claim your exclusive offer! Influence Accelerator Academy (Join for free!) “Salesman on Fire” by Carson Heady “A Salesman Forever” by Carson Heady “Birth of a Salesman” by Carson Heady “The Salesman Against the World (Birth of a Salesman) (Volume 2)” by Carson Heady Connect With Carson Heady: LinkedIn: Carson Heady Twitter: Carson Heady Connect With ProudMouth: ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: Carson Heady is Microsoft’s health solutions director and their number one social seller. He is also a Sales Hall of Fame inductee, eight-time CEO award winner, and a best-selling author of the “Birth of a Salesman” series. As well, Carson has been number one in nine senior leadership and sales roles across four companies including Microsoft and AT&T.  

When a podcaster stops producing episodes, suddenly and without notice, that’s called “podfade.” Believe it or not, 50% of podcasts podfade before reaching episode seven. And then another 50% quit before episode 20!* In this episode, Matt Halloran and Kirk Lowe share best practices for keeping your podcast going forever. Having produced 3500+ podcast episodes for clients and ProudMouth, they know how to avoid common mistakes that cause even the most enthusiastic podcasters to podfade. Matt and Kirk discuss: Advice for new podcasters on managing expectations and staying motivated  Four KNOWs that make or break a podcast’s staying power What you should (and shouldn’t) focus on during your first few episodes How outsourcing reduces the likelihood of podfade And more (*Data from Blubrry, a podcasting company that serves over 125,000 podcasters.) Resources:  Blubrry Chartable Connect With ProudMouth: ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: Kirk Lowe Twitter: Kirk Lowe LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Kirk Lowe: 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.

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 staggering 73% of parents with children under 18 say that paying for college is their top financial fear, according to Gallup.  Not included in that statistic is the number of parents who are also stressed about trying to save for retirement at the same time! Imagine being the one to help clients solve these problems?  In this episode, Matt Halloran is joined by Brock Jolly, a financial advisor with Veritas Financial, LLC, and the founder of The College Funding Coach®. Brock teaches you how to become a sought-after advisor for helping clients plan for college expenses without sacrificing their dream retirement. Brock discusses: Why saving for college involves more than managing a 529 plan How niching in financial planning for higher education can grow your practice The benefits of The College Funding Coach® workshops and turnkey marketing systems Tips for increasing referrals by specializing in college funding And more Resources: Visit Restream to claim your exclusive offer! Influence Accelerator Academy (Join for free!) The College Funding Coach®: Become a Coach Connect With Brock Jolly: (703) 424-2401 The College Funding Coach® LinkedIn: Brock Jolly Facebook: The College Funding Coach® Facebook Group: Little-Known Secrets of Paying for College Twitter: The College Funding Coach® Instagram: The College Funding Coach® Connect With ProudMouth: ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: Brock Jolly, CFP®, CLU®, ChFC®, CASL®, CFBS®, RICP®, is a financial advisor with Veritas Financial, LLC, and the founder of The College Funding Coach®, which teaches parents strategies for saving and paying for college without jeopardizing their own retirement savings through a unique workshop entitled, “Little-Known Secrets of Paying for College.” What started as a small adult education class in the Washington, D.C. suburbs has spread to a national platform that teaches several hundred workshops each year to audiences of up to a few thousand parents.

Every advisor we’ve helped niche-out has said, “This is the greatest gift I’ve ever given myself!” When done right, niche marketing helps advisors attract more ideal clients and skyrocket their business! In this episode, Matt Halloran talks to Kristen Luke, the founder and president of Kaleido Creative Studio. They share the ultimate guide to positioning yourself as an expert in a niche you’re passionate about (and is profitable at the same time!). Through easy steps and real-world examples, you’ll learn how to pick the best niche and excel.  Kristen discusses: What type of advisor benefits from an expertise approach to marketing Why, in order to be an expert, advisors must focus on a niche How to start engaging with your target market (it’s easier than you think!) Ways to measure success before going all-in on your niche Major pitfalls in niche marketing –– and how to avoid them And more Resources: Free “Select a Niche” course by Kaleido Creative Studio 3 Types Of Focused Marketing Approaches To Accelerate Growth Of Your Firm “The Business of Expertise: How Entrepreneurial Experts Convert Insight to Impact + Wealth” by David C. Baker “The Social Media Handbook for Financial Advisors” by Matt Halloran Connect With Kristen Luke: Kaleido Creative Studio LinkedIn: Kristen Luke Twitter: Kristen Luke LinkedIn: Kaleido Creative Studio Connect With ProudMouth: ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: Kristen Luke is the President of Kaleido Creative Studio, a marketing agency specializing in helping RIAs promote their businesses to a niche through an expertise approach. Over the past 15 years, Kristen has consulted with hundreds of financial advisory firms covering a broad range of marketing strategies and campaigns. She is a frequent contributor to industry conferences and publications. Most recently, she was published on Kitces.com and Advisor Perspectives and presented at FPA NorCal.

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 ever tell your clients to “leave emotions out” of their financial decisions? If so, you’re asking them to do something that’s physically impossible.  As our guest will soon point out, decision-making happens in the same part of the brain that processes emotions!  In this episode, Matt Halloran talks to Christine Luken, the founder of the Financial Dignity™ Movement and author of “Money is Emotional: Prevent Your Heart from Hijacking Your Wallet.” Christine explains why understanding and harnessing emotions can help your clients achieve their financial goals. She also shares scripts for helping your clients navigate even the most difficult money conversations.  Christine discusses: Why she’s so transparent about her past money mistakes A solution for advisors who’d rather not help clients with the emotional side of money Why you don’t need a psychology degree to add emotional money coaching to your practice The importance of breaking the money-talk taboo And more Resources: Foundations of Financial Dignity® Course (Save $150 off the regular price with the promo code: topadvisor) “Money is Emotional: Prevent Your Heart from Hijacking Your Wallet” by Christine Luken (Download the first three chapters for free!) “Secrets of the Millionaire Mind: Mastering the Inner Game of Wealth” by T. Harv Eker Visit Restream to claim your exclusive offer! Influence Accelerator Academy (Join for free!) Connect With Christine Luken: Christine Luken’s Website LinkedIn: Christine Luken Facebook: Christine Luken Instagram: Christine Luken Twitter: Christine Luken Connect With ProudMouth: ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: As the Founder of the Financial Dignity® Movement, Christine Luken has coached hundreds of high-earning professionals to pay off staggering amounts of debt and massively increase their net worth. Christine’s book “Money is Emotional: Prevent Your Heart from Hijacking Your Wallet” has landed her almost 100 podcast and TV interviews, establishing her as the authority on money, mindset, and emotions.   When she’s not coaching clients from her home office in Cincinnati, you can find this Certified Divorce Specialist & member of the Financial Therapy Association curled up with a good book, a fluffy cat, and a strong cup of coffee.

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: When you’re operating at the highest level of business or PR, there’s no competition –– only collaboration.  Top entrepreneurs attract opportunities by having a growth and abundance mindset. In this episode, Matt Halloran talks to Justin Breen, the founder and CEO of BrEpic Communications LLC., and a best-selling author. Justin reveals the secret to building a global PR firm despite having zero business background. He also draws from his 20+ years of experience in the media business to help you share your unique story with the world. Justin discusses: A simple formula to compel your audience to care about your message Reasons to focus less on ROI and more on creating credibility BrEpic’s four-step process for helping entrepreneurs draft newsworthy stories How to use PR to improve and clarify your brand message And more Resources: Visit Restream to claim your exclusive offer! Influence Accelerator Academy (Join for free!) “Epic Business: 30 Secrets to Build Your Business Exponentially and Give You the Freedom to Live the Life You Want!” by Justin Breen Strategic Coach Abundance360 “Never Split the Difference: Negotiating as if Your Life Depended on It” by Chris Voss Survey: Do you have Visionary, Abundance, Investment Mindset? “4 Ways to Create Support Systems to Help With Hardships” by Inc. Magazine Connect With Justin Breen: BrEpic Communications LLC. LinkedIn: Justin Breen LinkedIn: BrEpic Communications LLC. Twitter: BrEpic Communications LLC. Facebook: BrEpic Communications LLC. Connect With ProudMouth: ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: Justin Breen is the CEO of the PR firm BrEpic Communications and author of the book “Epic Business.” Justin is hard-wired to seek out and create viral, thought-provoking stories that the media craves. And he finds the best stories when he networks with visionary entrepreneurs and executives who understand the value of investing in themselves and their businesses. He is a leading member of Entrepreneurs’ Organization, Strategic Coach and ProVisors and mentors countless emerging entrepreneurs.

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: Consumer behavior is evolving. Are you still using the right strategies to attract leads to your content?  In this episode, Matt Halloran and Kirk Lowe uncover five marketing and sales trends that are impacting the success of your lead gen, whether you realize it or not. Most importantly, they share pro tips on how to make these trends work for you. Get ready to start attracting leads to your content!  Matt and Kirk discuss: Changing consumer behavior (and how to win them over with marketing) Underrated multi-channel marketing strategies How to create expertise that people value even before they become a prospect The importance of creating content with persistence And more Resources:  Visit Restream to claim your exclusive offer! Influence Accelerator Academy (Sign up for free!) “The Opposable Mind: How Successful Leaders Win Through Integrative Thinking” by Roger L. Martin MindMeister Brandwatch Webinar: Podcasting for Financial Advisors With Claire Akin and Matt Halloran 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: Creating a personalized client experience is more important than ever. And really, who knows what the clients want better than the clients themselves? In this episode, Matt Halloran talks to returning guest Stephen Wershing, president of The Client Driven Practice. Stephen shares a step-by-step guide to building and using client advisory boards to elevate your client experience. He also explains ways to be more responsive to ever-changing client needs and expectations. Stephen discusses: What to do before and after each advisory session How often client advisory boards should meet The best way to deal with constructive client feedback (including criticism) How to turn client feedback into actionable measures that drive results The underrated benefits of creating a client-driven practice And more Resources: Visit Restream to claim your exclusive offer! Influence Accelerator Academy (Join for free!) Becoming Referable With Stephen Wershing and Julie Littlechild Becoming Referable: Matt Halloran on the Next Frontier of Client Communications Top Advisor Marketing Podcast: 90. Striking It Niche With Stephen Wershing Top Advisor Marketing Podcast: 188. Building a Valuable Advisory Board With Stephen Wershing LinkedIn: Julie Littlechild Connect With Stephen Wershing: Email The Client Driven Practice The Client Driven Practice LinkedIn: Stephen Wershing Twitter: Stephen Wershing Connect With ProudMouth: ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: Stephen Wershing, CFP®, is president of The Client Driven Practice, a firm that collects feedback from clients and incorporates it into your marketing. He is the nation’s foremost authority on client advisory boards for financial advisors. Stephen is also the co-host of the popular podcast “Becoming Referable,” and has authored articles and has been quoted in many trade and popular publications, including Journal of Financial Planning, Financial Advisor, Investment Advisor, Investment News, and USA Today. He also writes a quarterly marketing column for NAPFA Advisor magazine.

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 digital marketing landscape keeps evolving. If you want to stand out from your competition, you’ve got to keep up! In this episode, Matt Halloran talks to Mehul Gandhi, CFP®, CLU®, financial planner, and the host of the “Mind Your Biz Podcast.” Mehul shares today’s best digital marketing strategies for advisors. And he tells you how to build trust with your ideal clients on any platform. Mehul discusses: How to find hidden content ideas in your client interactions Reasons to focus on a few selected social media platforms at a time Ways to show clients you care, build trust, and boost referrals Your responsibility, as a professional, to address misinformation in your industry And more Sponsorship: A big thank you to our sponsor, Restream. Visit Restream to claim your exclusive offer: https://proudmouth.com/restream/ Resources: Influence Accelerator Academy (Join for free!) Mind Your Biz Podcast “Who Not How” by Dan Sullivan and Benjamin Hardy Beyond Influential Podcast With Brittany Krystle Be Your Own Loud Podcast LinkedIn: Samantha Russell Connect With Mehul Gandhi: Hello@mindyourbizpod.com  Westmount Wealth Planning Inc. LinkedIn: Mehul Gandhi Instagram: Mehul Gandhi LinkedIn: Westmount Wealth Planning Inc. YouTube: Westmount Wealth Planning Inc. Connect With ProudMouth: ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: Mehul Gandhi, CFP®, CLU®, is a Certified Financial Planning professional and a senior life insurance advisor with specialized training in advanced tax and estate planning. His expertise is in creative insurance planning for business owners and incorporated individuals. Mehul’s unique plans provide business owners with a road map of how to use their hard-earned wealth to create legacies. He is the 2018 recipient of the Leslie W. Dunstall Award, presented to candidates who achieved the highest examination marks for all CLU® course subjects.

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 grow personally and professionally?  Focus on continuous education, both for you and your clients. In this episode, Matt Halloran talks to Bill Bloom, the president of Bloom Financial Company and the host of the “Retire As You Desire” podcast. Bill reveals his secret to his growth as an independent financial advisor. He also shares how he uses his podcast, books, and other content to cultivate financial literacy in others. Bill discusses: Why financial literacy is extremely important for every individual How choosing a super-specific niche (pre-retiree yachters) sparked tremendous success from the start His playbook for attracting more media attention Tips for “eliminating the nonsense” and focusing on continuous improvement And more Sponsorship: A big thank you to our sponsor, Restream. Visit Restream to claim your exclusive offer: https://proudmouth.com/restream/ Resources: PodRocket Academy  (Join for free!) (formerly Influence Accelerator Academy) Retire As You Desire Scorecard Apple Podcasts: Retire As You Desire Spotify: Retire As You Desire “The Yachter’s Guide to Early Retirement: Navigation Strategies to Help Keep Your Yachting Lifestyle in Your Retirement Years” by Bill Bloom “Money Habits For Success: Build Better Money Habits to Build a Better Future” by Bill Bloom “Retire As You Desire: Your Guide to a Happy and Healthy Retirement” by Bill Bloom “Your Money Journal (Money Habits For Success)” by Bill Bloom Strategic Coach Abundance360 “Never Split the Difference Negotiating as if Your Life Depended on It” by Chris Voss Connect With Bill Bloom: Bill@bloomfinancial.us  Bloom Financial Company LinkedIn: Bill Bloom LinkedIn: Bloom Financial Company Connect With ProudMouth: ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: Bill Bloom, RICP®, is an independent financial planner and principal of Bloom Financial Company. He helps individuals and business owners understand their current financial situations, define future goals, and develop a flexible strategy that allows them to reach their retirement objectives. Bill helps clients “Retire as You Desire” by providing them with meaningful strategies to a wide range of financial matters including investments, risk management, tax planning, and insurance needs analysis. He also holds “Retire as You Desire” educational events for clients and guests on a regular basis.