Top Advisor Marketing Podcast

Most advisors take years to grow their practice. Very few are able to experience exponential growth right from the beginning. Today’s guest is one of the few.

Can you confidently say that your ideal prospects have a clear sense of who you are, whom you serve, and why?

Do you want to do content marketing, but you feel burdened by compliance?

Imagine being able to deliver your message to your audience in real-time across all social media platforms.  That’s exactly what you can do with Restream! And they make it super easy. We use Restream all the time!  In this episode, Matt Halloran joins Anya Razina, head of influencer relations at Restream, to redefine the way advisors deliver messages to their community. First, they address compliance concerns. And then they discuss how you can build your own media channel through Restream, whereby you can launch your own show, hold guest interviews, and even have live Q&A sessions to take your audience engagement to the next level. You will learn: The benefits of live streaming from a compliance standpoint How to build a community of raving fans with Restream How to use Restream to create exclusive and/or paid content The basic equipment set-up that can help you deliver a high-quality live streaming experience with minimal costs How to create a “teaser experience” that drives a massive amount of traffic to your webinars Ways to repurpose your live stream recording into more content And more! Tune in now to learn how you leverage the live streaming platform to rise above the noise! Resources: ProudMouth | Matt Halloran on LinkedIn | Influence Accelerator Academy | Anya Razina on LinkedIn | Restream | Idea Decanter | Harry Mack on TikTok

Are you hesitant to enter the merger and acquisition (M&A) space because you don’t want to sell your business and stop working? Or, maybe you’re worried about losing complete autonomy. Good news: You don’t have to give up any of that. In this episode, Matt talks to Allen Darby, CEO of Alaris Acquisitions. They navigate the complex M&A landscape and discuss how you can accelerate your business growth by integrating your practice with larger firms –– and still maintain some autonomy. They go on to discuss strategies to help you ensure that you partner with a business that best suits your needs. You will learn: The latest trends in the current M&A market and how to take advantage of them The difference between full and partial acquisition models Best practices for maximizing the value of your business Why M&A is more about talent acquisition than simply being an asset purchase How to use the synergies from a merger to centralize compliance, marketing, and HR And more! Tune in now to learn how you can use M&A as a catalyst to grow your practice! Resources: ProudMouth | Matt Halloran on LinkedIn | Influence Accelerator Academy | Alaris Acquisitions | Allen Darby on LinkedIn | Email Allen at: allen.darby@alarisacquisitions.com

Your prospects will usually make their final purchasing decision when you’re not around.  People want to buy your services. What they don’t want is to be on the receiving end of a sales process. In this episode, Matt and Kirk challenge advisors’ long held beliefs about sales as they discuss whether selling is still necessary. In doing so, they explore a new and proven way to demonstrate your value to ideal prospects. Matt and Kirk also dig into what actually moves prospects to become clients and what makes them stay with you for the long term.   You will learn: Eye-opening statistics about changing consumer expectations The importance of helping prospects understand that you deliver more than the obvious (i.e., more than your main service) Why modern-day sales and marketing are opt-in processes How to use technology to automate part of your sales process Reasons to stop focusing on outselling your competition in the short term And more! Press play to rethink your approach to attracting and retaining your ideal clients! Resources: ProudMouth | Matt Halloran on LinkedIn | Kirk Lowe on LinkedIn | Influence Accelerator Academy | State of the Connected Customer – Research Report by Salesforce | Neil Patel on LinkedIn

If you can help your clients discover their most meaningful and deeply felt aspirations, they’re likely to stay with you for life.  In this episode, Matt Halloran is joined by George Kinder, the founder and president of The Kinder Institute of Life Planning. George is sharing how you, as an advisor, can guide your clients through conversations that get to the heart of what they want in their life. This Life Planning method lays the groundwork for warm, empathic, and lasting client relationships. You will learn: How to be an attentive listener and engage in deep, meaningful conversations How George’s EVOKE® program helps advisors define their Life Planning process The 3 surprising questions that can lead your clients to having life-changing epiphanies Why setting short timeframes is the key to efficient Life Planning How to be extremely referable immediately after the first client meeting And more! Tune in now to learn how you can develop lasting client relationships like never before! Resources:  ProudMouth | Matt Halloran on LinkedIn | Influence Accelerator Academy | George Kinder on LinkedIn | The Kinder Institute of Life Planning | The Kinder Institute Training Programs | EVOKE® Life Planning Training | “Transforming Suffering into Wisdom: Mindfulness and The Art of Inner Listening” by George Kinder | “A Golden Civilization and The Map of Mindfulness” by George Kinder

If you’re thinking about starting a podcast and using one of our services to make it happen, this episode is for you!  You’re about to discover what the client onboarding process is all about.  In other words, what happens after you say yes to podcasting with ProudMouth! In this episode, Matt Halloran talks to one of our clients, Malcolm Ethridge. Malcolm is a financial advisor at CIC Wealth and the host of The Tech Money Podcast. Malcolm shares what it was like for him to start his podcast with us, and he dives into what has made his podcast a success that’s led to one-meeting closes. You will learn: What it was like for Malcolm to work with our team on setting up his podcast Ways in which podcasting makes a “one-meeting close” possible for advisors The difference between a unique selling point and a mere feature How to overcome the fear of claiming a niche listenership The long-term ROI breakdown of podcasting Why Malcolm decided to completely outsource the production of his podcast And more! Press play to learn what you can expect if you podcast with ProudMouth! Resources: ProudMouth | Matt Halloran on LinkedIn | Top Advisor Marketing Podcast, ep. 275 – Here’s What It’s Like To Podcast With Us! –– With Lauren Bus | Influence Accelerator Academy | Malcolm Ethridge on LinkedIn | The Tech Money Podcast | The Tech Money Podcast, ep. 4: It’s Tax Time. Should You DIY or Hire a Pro? — With Erica James |The Tech Money Podcast, ep. 3: Are You Asking the Right Questions of Your Financial Advisor? — With Malcolm Hodge | Manage Your Damn Money With Ben & Malcolm | eMoney | MoneyGuidePro | Asset-Map | Restream

Creating accessible content is the right thing to do. Because you care about your audience and their experience with your brand. In this episode, Matt Halloran talks to Alexa Heinrich, a digital accessibility expert. Alexa unpacks simple fixes you can implement right away to make your social media more accessible. She also discusses inaccessible practices (that people go out of their way to do) that everyone needs to kick to the curb. You will learn: The crucial first step to making your content more accessible What alt text is all about –– and why you should add it to every image and video Reasons to stop using ASCII Art and special Unicode characters in your social media posts How accessibility can help you from a market-reach standpoint Examples of companies that execute accessibility unbelievably well And more Press play to learn how to make your social media content accessible! Resources: ProudMouth | Matt Halloran on LinkedIn | Influence Accelerator Academy |  Alexa Heinrich | Alexa Heinrich on LinkedIn | Social Media Accessibility Checklist | World Wide Web Consortium (W3C) | The Wheel of Time on Twitter

A coffee mug on your desk, the color of your walls, what you play on your office TV, and maybe even a pair of polka dot socks.  These small details are easy to overlook. But they carry huge potential for creating an unforgettable brand.  In this episode, Matt talks to Sheri Fitts, a nationally recognized speaker and host of the “Women Rocking Wall Street” podcast. Over the past 30 years, Sheri has helped countless advisors achieve an unbelievably high level of brand consistency. Now, Sheri is telling you why “the little things” about your brand can make a big impact on your audience. Join Matt and Sheri as they uncover strategies that will help you differentiate your brand –– a task that’s especially important as the financial services industry becomes increasingly commoditized. You will learn: Unforgettable branding strategies that are free from compliance restrictions How Sheri uses polka dot socks to make a lasting impression on prospects Why Sheri decided to start a free podcast even though people would readily pay for her expertise Reasons to tap into the power of audio branding And more Press play to learn how to differentiate your brand by focusing on the small details that most advisors forget about! Resources: ProudMouth | Matt Halloran on LinkedIn | Influence Accelerator Academy | Sheri Fitts | Sheri Fitts on LinkedIn | Women Rocking Wall Street | It’s the Little Things That Matter | Claire Akin on LinkedIn | Sticker Mule | Moo | ShoeFitts Brand Touchpoint Audit