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: Advisors, we have two questions for you:  What is your product?  What is your differentiator? Top advisors answer these questions in ways you wouldn’t expect. In this episode, Matt Halloran talks to Scott Stathis, founder and managing partner at Stathis Partners, LLC, about what top advisors do differently. They dive into how only top advisors define their product and differentiator. Plus, they unpack little-known best practices that will help you rise to the top.  Scott discusses: Why your product and differentiator aren’t what you think they are Six core client-needs that every advisor should aim to fulfill Which compensation structure makes the most sense for today’s advisors (hint: It’s not fees based on AUM) How to know if your clients view you as a trusted advisor –– or an afterthought 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!) Podcasts by Stathis Partners Stathis Partners Bank Channel Research LIMRA Moss Adams Cetera LPL Financial Raymond James Connect With Scott Stathis: Scott@stathispartners.com  Stathis Partners LinkedIn: Scott Stathis LinkedIn: Stathis Partners LLC Connect With ProudMouth: ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: Scott G. Stathis has worked in the financial services industry since 1992 in fintech, consulting, and executive management roles. In 2015, Scott founded Stathis Partners, LLC., an industry research and consulting practice. Scott’s experience and insights have established him as a reliable source of guidance related to productivity and distribution in the financial services industry. He moderates several industry roundtables each year, his articles and podcasts are published regularly, and he is a frequent speaker at industry gatherings.

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: While trying to maintain a healthy work-life balance as a virtual advisor, have you ever thought, “There has to be a better way”? If so, Derek Notman, CFP®, founder of Conneqtor, has solutions for you! In this episode, Matt Halloran talks to Derek about how to build a virtual practice that keeps you from overworking yourself, helps you explore your passions, and simultaneously elevates the client experience. They also uncover proven digital marketing strategies to help you thrive without having to worry about compliance. Derek discusses: The importance of being advice-driven instead of product-driven Why you no longer need an expensive office to grow your practice Types of physical infrastructure and digital infrastructure required to avoid burnout and succeed in the virtual landscape Easy-to-follow tips for hitting digital home runs in the 21st century And more Sponsorship: A big thank you to our sponsor, Restream! Visit Restream to claim your exclusive offer: https://proudmouth.com/restream/ Resources:  Linkedin: Adam Holt Final Rule: Investment Adviser Marketing by the Securities and Exchange Commission “The Financial Advisor 21st Century Movement Proclamation eBook” by Derek Notman Influence Accelerator Academy (Join for free!) Connect With Derek Notman: Conneqtor LinkedIn: Derek Notman Twitter: Derek Notman YoutTube: Derek Notman LinkedIn: Conneqtor Facebook: Conneqtor Connect With ProudMouth: ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: Derek Notman entered the financial services industry in 2006 and experienced a high level of success early on, which he attributes to the philosophy of “do what is right for my clients and eventually I will get paid.” After three years, Derek started his own firm. In 2013, he transitioned his practice to a virtual model to best serve his unique clientele time while also ensuring a great life-work balance for him. As the founder of Conneqtor and a Virtual CFP®, Derek has pioneered the Virtual Model, serving financial advisors around the world.

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: These days, if you don’t have a digital presence, you don’t exist for most prospects. It’s time to create a fully integrated marketing system that’s ever-present and builds relationships. In this episode, Matt Halloran and  guest Marc Rogers, founder of Producers Prospect, talk about how to create a fully integrated marketing system –– even if you don’t know where to begin. Marc shares tips on how to grow your business by hosting in-person and virtual events with confidence. Then, he uncovers insights into tactical branding and how to multiply your “A” clients. Marc discusses: Small, but significant and underused, touches that move an event attendee from prospect to client Business areas where delegating makes the most sense for advisors The growth he has achieved through a modern marketing approach Ways to rekindle your passion and rethink your prospecting approach 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!) Connect With Marc Rogers: Schedule a Call Producers Prospect LinkedIn: Marc Rogers Instagram: Producers Prospect Connect With ProudMouth: ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: Marc Rogers is an established force in the financial services industry. Mentored by Doug McDermott, the founder of The Annuity Store and key designer of the first ever fixed index annuity, Marc’s drive and knowledge is based on teachings from industry leaders. With a personal focus on assisting advisors in building their marketing practices through the introduction of ideas that he has both pioneered and ideas that he has improved, Marc has raised billions of dollars of assets working closely with advisors to improve their business acquisition strategies.

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 your nerves holding you back from starting a podcast?  Good news: We have a professional podcast host on our team who’s known for helping new podcasters find their groove.  In this episode, Matt Halloran talks to Patrice Sikora, our very own podcast host at ProudMouth. Patrice shares her go-to strategies for putting new podcasters at ease, so they can be themselves and share their expertise with 100% confidence. Patrice discusses: What she always does to help podcasters feel open and relaxed before recording How she and her clients work together to prepare for recordings How she helps beginner podcasters overcome their fears and become better podcast hosts Stories of clients who finally shook off the “fear dust” and are now super engaging behind the mic 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!) Connect With Patrice Sikora LinkedIn: Patrice Sikora Connect With ProudMouth: ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: Having worked at Bloomberg and the Wall Street Journal during her extensive career in news radio, Patrice Sikora’s professionalism is unmatched. She was the first full-time female radio anchor for UPI Radio and the first female managing editor for WSJ Radio. And now she’s our podcast host? We’re still pinching ourselves. You should also know that Patrice is as kind as she is talented. She’s an exceptionally good listener and devoted to seeing our clients succeed with their 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: To be successful at marketing, you’ve got to be willing to put in the work. And then comes a tricky part: deciding how involved to be in that work and what to outsource. In this episode, Matt Halloran and Kirk Lowe help you make those decisions. They uncover the number one driver of marketing success that has worked for them, their clients, and major industry leaders. Then, they share five powerful tips for boosting your engagement, no matter which marketing technique you decide to use. Matt and Kirk discuss: When you need to be all-in in your marketing How to be more resourceful and find marketing opportunities that are often overlooked Steps to build a system that allows for automation (without compromising a personalized client experience) Why they say, “You can’t sell as a thought leader” 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!) SmartAsset Indyfin Financial Advisor Success. 228: “Accelerating Growth By Paying To Outsource Prospecting And Lead Generation with Jeremy Keil” 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: When you start associating sales with building relationships and creating influence, it takes your prospect meetings to a whole new level. In this episode, Matt Halloran talks to Shauna Mace, the founder of Inspire Growth, sales consultant, and Certified High-Performance Coach™, to redefine the traditional sales approach, which often has a negative connotation and feels pushy. They uncover the most important sales fundamentals and explore new ways for advisors to grow sustainably by building trust with prospects. Shauna discusses: How role-playing before meetings help you fine-tune your messaging The art of listening to uncover the deepest client needs Ways to win prospects through passion, authenticity, and vulnerability A shift in mindset that will help you embody the modern sales approach And more Sponsorship: A big thank you to our sponsor, Restream. Resources:  Influence Accelerator Academy (Join for free!) Value Messaging Worksheet Weekly Newsletter by Inspire Growth “The Energy To Grow: A Secret To Sales Success” by Shauna Mace Inspire Growth FA Sales Tip #6: “Listen Deeply, How and Where to Use the 3 Levels of Listening” The KELLY CARDENAS Podcast-ATTITUDE DETERMINES ALTITUDE Connect With Shauna Mace: Inspire Growth LinkedIn: Shauna Mace Connect With ProudMouth: ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: Shauna Mace began her career in 2005 at an RIA firm in Philadelphia, where she initially focused on marketing, then sales, and ended up running the day-to-day business. She moved to a fast-growing alternative asset manager, FS Investments, where she helped them grow from $10 billion to $24 billion in AUM. Having seen many sides of businesses, and through her training in consultative sales and high-performance coaching, Shauna knows how to think strategically, tactically, and analytically, and partner with people from across an organization to deliver big and lasting results.  

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: One of two things happen with leads all the time –– they buy or they disappear. In this episode, Matt Halloran talks to Chris Sonzogni, the director of advisor marketing at SmartAsset, about how advisors can convert leads into clients by building trust through digital marketing. They uncover some of the common mistakes that drive leads away, how to overcome them, and strategies for building strong social proof that scales your credibility. Chris discusses: How several high-net-worth individuals don’t consult an advisor until a few years before retirement The ideal monthly frequency for reaching out to prospects Reasons to not give up too early on leads (and how to keep better track of them) How SmartAsset uses a 25+ questions survey to find ideal leads for advisors And more Sponsorship: Thank you to our sponsor Restream. Resources:  Influence Accelerator Academy Connect With Chris Sonzogni: Csonzogni@smartasset.com SmartAsset LinkedIn: Chris Sonzogni Twitter: Chris Sonzogni LinkedIn: SmartAsset Twitter: SmartAsset Facebook: SmartAsset Connect With ProudMouth: Matt@proudmouth.com ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: Kirk Lowe Twitter: Kirk Lowe LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: Chris Sonzogni is the director of advisor marketing at SmartAsset, where he helps financial advisors build meaningful relationships with prospective clients. Previously, Chris helped financial firms develop their consumer and investor-facing brands, both as the lead on Investopedia’s custom content team and as an in-house marketer at PGIM Fixed Income and AllianceBernstein.

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: We live in an overworked world. Working 80+ hours at the office (and spending the rest of the time on our phones), is unfortunately the norm. But, it doesn’t have to be your norm.  In this episode, Matt Halloran talks to Travis Parry, an international coach, best-selling author, and keynote speaker, about how to achieve work-life balance. Travis challenges you to rethink what sustainable balance looks like. Then, he shares his secrets to running a successful coaching business; creating vlogs, blogs, and podcasts; and having a strong social media presence, all while working only 30 hours per week! Travis discusses: How to overcome the ongoing struggle of time management Three rules for finding your sweet spot (e.g. delegating without giving up total control)  Reasons to find a mentor and invest in continuous self-education His repeatable system for repurposing his content And more Sponsorship: A big thank you to our sponsor, Restream. Resources:  Travis Parry Make Time Coaching   “ACHIEVING BALANCE: The Make Time Method For Advisors To Reach Business And Personal Goals…In An Overworked World” by Travis G. Parry  Otter.ai Rev  Restream Agorapulse Connect With Travis Parry:  Travis Parry on LinkedIn Connect With ProudMouth: ProudMouth Influence Accelerator Academy (Join for free!) LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: Dr. Travis G. Parry is the founder of the Make Time Institute. He’s earned several degrees in family and social science to better understand the role of motivation and relationships in goal achievement. He is a sought-after international speaker and coach. He’s helped thousands achieve work-life balance and make time to reach their business and personal goals.

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 ever considered partnering with CPAs and attorneys to give your clients the virtual family office experience?  In this episode, Matt Halloran talks to Anton Anderson, managing partner at Elite Resource Team. They discuss every reason for you to stop trading referrals with CPAs and attorneys and, instead, start a virtual family office. If you want to increase the value you’re bringing clients –– but without tripling your workload –– this one’s for you.  Anton discusses: Why trading referrals no longer works in this relationship-driven world Five different areas where you can serve clients using a virtual family office Tips for executing successful organic and paid marketing tactics (even if you don’t have a big budget) Reasons to stop looking for quick solutions to boost ROI How to maintain a niche focus while expanding your geographical reach And more Sponsorship: A big thank you to our sponsor, Restream. Resources:  Influence Accelerator Academy Elite Marketing Platform Elite Marketing Platform: VIP (Includes a 20% Discount!) Connect With Anton Anderson: support@elitert.com Elite Resource Team LinkedIn: Anton Anderson LinkedIn: Elite Resource Team Twitter: Elite Resource Team Facebook: Elite Resource Team Instagram: Elite Resource Team YouTube: Elite Resource Team Connect With ProudMouth: ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: Anton Anderson began his career in 2003 with Smith Barney while studying business in college and graduated from the University of California, Santa Barbara in the top 3% of his class. In 2008, he co-founded SPL Financial, which grew into a thriving practice, before selling in 2014 to start Elite Resource Team, one of the top training companies for Financial Advisors and Accountants. Anton has developed a diverse career as an investor, advisor, and CPA consultant.

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. Thinking about starting a podcast? Before you press record, learn five podcasting must-haves that’ll help you avoid podfade and grow an audience of loyal fans.  In this episode, Matt Halloran and Kirk Lowe unpack podcasting fundamentals that most people don’t talk about, but really should. Having reached their 300th episode milestone, while also producing over 2,500 podcasts for ProudMouth clients, they know what it takes to launch and maintain a successful podcast.  Matt and Kirk discuss: Reasons to be leery of free podcast hosting services Why ProudMouth has started turning live streams into podcasts Why every new episode adds to your equity and scales your credibility An easy exercise to help you generate a year’s worth of podcast topics  Why they recommend having an interview format over solo-casting Every reason to be unapologetically yourself on podcasts And more Sponsorship: A big thank you to our sponsor, Restream. Resources:  PodRocket Academy [join for free!] Fiverr Blubrry Be Your Own Loud: 4. This Is How You Achieve Long-Term Success With Your Podcast With Todd Cochrane Be Your Own Loud: 12. Accelerate Your Influence by Writing a Book With Josh Steimle 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