Top Advisor Marketing Podcast

No matter how successful you become, your days will feel empty if you’re not living a life of fulfillment.  Ready to exit the rat race? It’s time to take the red pill! In this episode, Matt Halloran talks to Jerome Myers. Jerome is the preeminent authority on dream realization, founder and head coach of Myers Methods, founder of Dream Catchers, and host of podcasts “Multifamily Missteps” and “Dreamcatchers.” Jerome shares why he prescribes the red pill to all advisors. And, he unpacks the red pill’s six levels: self-image, relationships, work, health, prosperity, and significance. Jerome discusses: The root causes of all the negative emotions in your life How to take control of your life by mastering the six levels of the red pill What true prosperity means and how it leads to a life of significance Reflective questions to ask yourself to exit the matrix faster And more Sponsorship: A big thank you to our sponsor, Restream! Resources: LinkedIn: Kirk Lowe Podcast: Be Your Own Loud Podcast: Multifamily Missteps by Jerome Myers Podcast: Dreamcatchers by Jerome Myers Podcast: Be Your Own Loud: 22. Make Your Dreams a Reality With Jerome Myers. Connect With Jerome Myers: Text Jerome at 757.207.0529 Jerome Myers’s Website Myers Methods Dream Catchers LinkedIn: Jerome Myers Connect With ProudMouth: ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: Jerome Myers is the preeminent authority of dream realization. A believer that dreams can, and should be real, Jerome left corporate America when he realized that his role offered financial gain but little significance. He is the founder and head coach of Myers Methods and has been featured in “Business Insider,” “Black Enterprise,” and numerous podcasts. Today, Jerome and his company help other apex performers find their calling and live every day on purpose by harnessing the power of his model for a Centered Life, what he calls “the Red Pill.”

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 (M&A) can be a game-changer for advisors. When done right, they may be the fastest way to grow your business! In this episode, Matt Halloran talks to David Grau Jr., MBA, the founder and CEO of Succession Resource Group. As an expert in the M&A landscape, David shares insights into how advisors can either grow their business exponentially as buyers or create an efficient exit plan as sellers. David discusses: How COVID-19 affected M&A –– plus, post-pandemic opportunities you don’t want to miss Ways to overcome the biggest challenges when buying or selling a business Reasons to prioritize “right fit” over price in M&A deals Tips to improve your chances of winning deals over other buyers How podcasting can help create a smooth transition of clients to the new owners 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!) MyCompass by Succession Resource Group Webinar: Podcasting for Financial Advisors With Claire Akin and Matt Halloran Connect With David Grau Jr.: David.graujr@successionresourcegroup.com  Succession Resource Group LinkedIn: David Grau Jr LinkedIn: Succession Resource Group Twitter: Succession Resource Group Facebook: Succession Resource Group Connect With ProudMouth: ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: David Grau Jr. is the founder and CEO of Succession Resource Group, a succession and M&A consulting company for advisors. David is a published author and accomplished speaker and has been interviewed and cited in dozens of publications over the last decade. He is currently one of the leading speakers in the financial services industry on M&A and next-gen building strategies, with over 200 presentations to his credit. 

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 was the last time you thought, “Wow, I love my job!”? Has it been a while? In this episode, Matt Halloran talks to Pam Ross, founder of Blue Rebel Works, about how to make work awesome. If you’re like most people, you’ll spend a third of your life working! You’re about to learn how to make your work meaningful and fun instead of it feeling boring and soul-sucking. Pam also shares ways to develop strong leadership and a motivated company culture. Pam discusses: How a Results-Only Work Environment™ helps advisors minimize job burnout Tips for laying a cultural foundation that elevates your client experience Why giving your team more autonomy leads to better performance The importance of defining your priority (yes, singular!) How to reinvent your work schedule, post-pandemic 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) “The 4-Hour Workweek” by Timothy Ferriss Connect With Pam Ross: Book a free 30-minute consultation call with Pam Blue Rebel Works LinkedIn: Pam Ross (Pam hosts a live interactive session every Friday!) Twitter: Pam Ross LinkedIn: Blue Rebel Works Facebook: Blue Rebel Works Connect With ProudMouth: ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: Pam Ross, founder of Blue Rebel Works, believes we spend too much time at work for it to suck, and that everyone has the power to make work awesome. After 15 years in HR and Operations leadership in the corporate world, she quit her job with a mission to reinvent work for the masses. Having been trained in self-management practices and Results-Only Work Environment™, Pam helps clients build more engaged and innovative workplaces where people are free to do their best work. She is also a sought-after speaker about the future of work and the co-creator of the Blueprint for Workplace Reinvention. She has been featured in Huffington Post, on CTV, and in HR Magazine.

In this highly commoditized financial industry, selling excellent investments or advice isn’t enough. So, what are clients looking for? You’re about to find out! In this episode, Matt Halloran talks to Dennis Moseley-Williams, the founder of Dennis Moseley-Williams Strategic Consulting and a certified expert in the experience economy. Dennis shares unconventional ways for advisors to make their client experience highly memorable. Dennis discusses: How to make your office feel like an immersive theatre to clients Four questions that advisors can ask every client to enhance their experience Powerful tips for elevating the client experience before it even begins Strategies that cultivate fierce client loyalty And more Sponsorship: A big thank you to our sponsor, Restream! Resources:  Serious Shift: How Experience Staging Can Save Your Practice LinkedIn: Jen Goldman Connect With Dennis Moseley-Williams: Serious Shift | Inner Circle by DMW Strategic Consulting Dennis Moseley-Williams Strategic Consulting LinkedIn: Dennis Moseley-Williams Connect With ProudMouth: ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: Dennis is the founder of Dennis Moseley-Williams Strategic Consulting, a practice management company that helps organizations secure and build sustainable relationships by creating experience-driven solutions that deliver results, increase revenues, and build enthusiastic referral-generating communities. A certified expert in the Experience Economy, Dennis helps organizations understand that customer experience is the predominant economic offering in the world today and demonstrates ways in which experiences can be crafted and staged so that they entice, educate, satisfy and transform.

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’re about to get solutions to the marketing challenges that hinder today’s advisors from accelerating their influence. In this episode, Matt Halloran and Kirk Lowe address the seven biggest marketing challenges and how they can be solved by podcasting. They also share examples of advisors who are using their podcast to cultivate lasting relationships, build a consistent brand image, and grow their practice. Matt and Kirk discuss: Why podcasting is a huge difference-maker in turning leads into clients How to develop a consistent brand message using “pick-a-fight” and “pick-a-niche” strategies What makes you highly referable among clients and COIs Actionable steps to incorporate into your marketing right away 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!) FA Success: 228. Accelerating Growth By Paying To Outsource Lead Generation And Prospect Follow-Up, With Jeremy Keil Influence At Work by Dr. Robert Cialdini Branding Basics Worksheet (For access, join Influence Accelerator for free!) How to Put Together a Successful Advisory Board with Stephen Wershing (For access, join the Enthusiast level) BombBomb™ Loom Top Advisor Marketing Podcast: 221. Build a Million-Dollar Mindset and the Practice Will Follow With Stephanie Bogan Bill Cates “The Social Media Handbook for Financial Advisors” by Matthew Halloran Top Advisor Marketing Podcast: 292. Thinking About Podcasting? Here’s What It’s Like To Podcast With ProudMouth With Malcolm Ethridge LinkedIn: Larry Heller Be Your Own Loud Podcast 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: Your prospects care about who you are, not just what you know. Do you know how to show them your true self on social media? In this episode, Matt Halloran talks to Fereshteh Fattaahi and Ben Daron of Advisor Roots. Fereshteh and Ben prove that being yourself online doesn’t have to be scary, nor does it need to be done with perfection. They also discuss what advisors can gain by showing their true selves, how to get started on social media, and reasons to say no to using canned content. Fereshteh and Ben discuss: The biggest marketing mistake that today’s advisors are making The future of social media marketing, post-lockdown Why they feel strongly against advisors using pre-made marketing solutions Why creating interesting content about yourself is easier than you think 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!) LinkedIn: Anthony Ruffalo Connect With Fereshteh Fattaahi: Advisor Roots LinkedIn: Fereshteh Fattaahi Schedule your free consultation with Advisor Roots Connect with Ben Daron:  Advisor Roots LinkedIn: Ben Daron Schedule your free consultation with Advisor Roots Connect With ProudMouth: ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guests: Fereshteh Fattaahi  Fereshteh “Fresh” Fattaahi is an “advisor’s advisor” who plays to her strengths as a relationship builder and delivers immense value for professional advisors in the insurance, financial services, and legal services sectors. She believes that a strong online presence is critical for advisor branding. In launching ADVISOR ROOTS, the company she co-founded, she focuses on developing the roots of an advisor’s story while providing digital marketing strategies to maximize business outcomes. Ben Daron Ben is a professional creative problem-solver: a designer, entrepreneur, and consultant who has dabbled in a number of different industries and roles. He grew up in a family that owned a small business, which gave him hands-on experience of running a business before he started his own. He helps people start their business on the right foot, streamline their operations with smart tools and workflows, and sustain both themselves and their business through good self-care.

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: Are you giving your clients the opportunity to make a positive impact on this world with their investments?  In this episode, Matt Halloran is joined by Gabe Rissman, the co-founder and president of YourStake.org. Gabe dives into how advisors can make it easy for clients to start aligning their money with their values. He explains how to have clear conversations about ESG investing with clients and the best approach for helping them uncover their values. Gabe discusses: The clearest walkthrough of ESG that you’ll ever hear How to help clients define what ESG investing means to them How to use YourStake.org’s tools to reveal whether your clients’ portfolios are aligned with their values Metaphors that help clients visualize the direct impact they’re making with their investments What “greenwashing” is and why it’s dangerous to investors 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!) Sustainability Accounting Standards Board (SASB) YourStake.org’s Blog Connect With Gabe Rissman: Yourstake.org gabe@yourstake.org LinkedIn: Gabe Rissman Twitter: Gabe Rissman Connect With ProudMouth: ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: Gabe is the Co-Founder and President of YourStake.org, which provides explainable ESG analysis and reporting tools to financial advisors. Gabe studied computational astrophysics and philosophy at Yale, while leading Yale’s fossil fuel divestment movement and student-managed Socially Responsible Investing fund. He has published academic papers on ESG investing, and has worked for Rockefeller & Co and the Connecticut Green Bank. Gabe was named 30 under 30 in Socially Responsible Investing.

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 have an idea that could change the financial services industry for the better? With the perfect combination of integration and partnerships, you can bring that idea to fruition! In this episode, Matt Halloran speaks with Keena Pettijohn, CEO and founder of Lifelogixs Strategic Consultancy Group. Keena tells you how to connect with banks, credit unions, insurance companies, venture capitalists, or even RIAs, to turn your idea into a thriving enterprise. Keena discusses: Why Lifelogixs is a one-of-a-kind consultancy group How to turn independent vendors into strategic partners Tips for small FinTech companies to implement holistic technological solutions What to consider when creating a go-to market for your product or service 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!) T3 Consulting Services by Joel Bruckenstein Bank, Insurance & Securities Association “Digital is not just another channel. It’s your Identity!” by Keena Pettijohn YouTube: “The Future Of Tech For Financial Advisors” with Paul Thompson and Keena Pettijohn Webinar: “What the Future of Wealth Management Technology Means for Advisors” “Longevity and Evolving for Nearly Half a Century in Financial Services” with Tina Powell and Keena Pettijohn “Ready or Not, The Industry’s Digital Moment Has Arrived” by Keena Pettijohn Connect With Keena Pettijohn: (561) 985-6238 Partners@lifelogixs.com  Book a 30-minute call with Keena Lifelogixs Strategic Consultancy Group LinkedIn: Keena Pettijohn Connect With ProudMouth: ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: Keena Pettijohn is an accomplished wealth management executive with over three decades in the Financial Services and Insurance Industry. Recognized as a Speaker and Author for the Bank, Insurance, and Securities Association’s (BISA), Keena is credited with the introduction of the Innovation Lab  to highlight emerging FinTech firms that support BISA’s 1,200 members. Keena founded Lifelogixs on the tenets of health, wealth, and happiness, dedicating it to the technology that embraces that philosophy.

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 financial services industry has a major diversity issue. While it’s gradually becoming more inclusive, it still has a long way to go before we can truly call it a safe space for every individual. This episode is an effort to help us get there faster. In this episode, Matt Halloran talks to Dana L. Wilson, CEO and founder of CHIP Professionals (Changing How Individuals Prosper) and host of The Included Series Podcast. Dana discusses the systemic racism in the financial services industry and explains how people of color can boost their visibility and thrive as both financial services professionals and consumers. Dana discusses: What steps the financial service industry must take to eliminate systemic racism Reasons to focus on retention (instead of hiring) to create an inclusive workplace Tips to help you better understand clients’ unique needs based on their diverse backgrounds How FinTech is leading the way for people of color to build wealth 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!) Webinar Replay: Women Making Their Voices Heard in the Marketplace: Get instant access by joining our Apprentice level for free The Included Series Podcast Connect With Dana Wilson: CHIP Professionals LinkedIn: Dana Wilson Twitter: Dana Wilson Instagram: Dana Wilson LinkedIn: CHIP Professionals Facebook: CHIP Professionals Twitter: CHIP Professionals Instagram: CHIP Professionals Connect With ProudMouth: ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: Dana L. Wilson is an experienced financial professional with 15+ years in the financial services industry. Dana is the Founder & CEO of CHIP (Changing How Individuals Prosper), a B2B financial services marketplace that makes it easy to find Black and Latinx financial professionals. Before starting CHIP, Dana worked as an Investment Advisor at large and independent firms. She is currently an Executive MBA candidate at Penn State University, Smeal School of Business, studying Strategic Leadership with a concentration in Corporate Innovation.

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: As you grow your practice, maintaining relationships with every client gets increasingly challenging. But not when you have a solid CRM technology in place. In this episode, Matt Halloran joins Frantz Widmaier, CEO of Bill Good Marketing, to discuss how advisors can streamline their client communications, use multiple marketing channels at the same time, and leverage comprehensive data to better connect with clients and prospects. Frantz discusses: Ways to seamlessly integrate sales, marketing, and relationship management How the Gorilla 5 CRM by Bill Good Marketing can help you grow your practice Reasons to incorporate a human element into your CRM The future of client communications within the financial services 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!) LinkedIn: Bill Good Gorilla  5 CRM Gorilla Social NexJ Systems Top Advisor Marketing Podcast: 51. Bill Good Connect With Frantz Widmaier: Bill Good Marketing LinkedIn: Frantz Widmaier LinkedIn: Bill Good Marketing Connect With ProudMouth: ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: Frantz Widmaier is the CEO of Bill Good Marketing. Frantz has more than two decades experience in sales, marketing, technology, and consulting. He is also the senior product manager for Gorilla 5, Bill Good Marketing’s new CRM for prospecting, client marketing, and practice management. Frantz is passionate about leveraging technology to help improve human engagement between professionals and their clients.