Top Advisor Marketing Podcast

Sales has fundamentally changed. Before people consider saying yes to services, they want to know that you genuinely care about them. They want to be sure that they can trust you.  In this episode, Matt talks to Charlie Van Derven, founder of Social Advisors, about how to move away from selling to start having meaningful interactions with prospects on LinkedIn. Charlie unpacks his four-step process to building relationships through LinkedIn messaging and then goes on to demystify the prospect-nurturing potential of retargeting ads. You will learn: A proven 4-step process for building relationships with ideal prospects on LinkedIn Reasons to comment on prospects’ posts instead of sending direct messages right away How to gauge if it’s the right time to present your prospect with an offer  Proven retargeting strategies that will make your ads far more likely to convert How Social Advisors’ Post Party can help you increase your post’s exposure by 5X And more! Tune in now to learn how you can significantly expand your LinkedIn network and build lasting relationships with your ideal prospects! Resources:  ProudMouth | Matt Halloran on LinkedIn | Influence Accelerator Academy | Charlie Van Derven on LinkedIn | Email: Cvanderven@social-advisors.com | Contact: (386) 846-5291 | Social Advisors | Social Advisor's Post Party | LinkedIn Sales Navigator

Every podcaster hopes to have loyal listeners. These are the people who know what day you release new episodes on, are super eager to tune in, and never miss an opportunity to recommend your podcast to their friends.  Sounds awesome, right? So what holds some podcasters back from building this level of loyalty?  In this episode, Matt and Kirk dig into this big question. They walk you through the five mistakes that keep podcasters from building a strong base of loyal fans. You will get the same strategies they use to draw in thousands of listeners to the Top Advisor Marketing Podcast every week. You will learn: The biggest cause of “podfade” and how to make sure it doesn’t happen to you Why releasing episodes on a consistent schedule is key to cultivating loyalty Examples of how to create a podcast that’s extremely helpful for a niche audience Why your listeners will thank you for preparing episode-outlines What podcasting misstep Matt and Kirk regret the most from the early days of this podcast Examples of women-led podcasts we love! And more! Press play to learn what it takes for podcasters to build a base of loyal listeners! Resources:  ProudMouth | Matt Halloran on LinkedIn | Kirk Lowe on LinkedIn | Influence Accelerator Academy | Be Your Own Loud Podcast | A Complete Guide to Starting a Podcast | Doctor’s Eyes Only Podcast | MindMeister | Deirdre Van Nest on LinkedIn | Erica Cummings on LinkedIn | Esther Szabo on LinkedIn | Kimberly Griego-Kiel on LinkedIn | Marci Bair on LinkedIn | Nell Sloane on LinkedIn | Rachel Rasmussen on LinkedIn | Rebecca Hourihan on LinkedIn | Tina Powell on LinkedIn

Your competition is consistently adding new prospects to their email lists and getting meetings with ideal prospects.  How? By using proven digital marketing tactics that most advisors just aren’t doing!  In this episode, Matt talks to Claire Akin, the founder of Indigo Marketing Agency, a marketing consultant company that specializes in working with financial services professionals. They unpack Claire’s marketing checklist, which is full of the underused tactics that top advisors use to attract, nurture, and convert ideal prospects.  You will learn: The differences between leading and lagging measures of marketing success Two marketing tactics to focus on (instead of getting caught up in every new marketing trend) Which topic always becomes a top-performing blog for Claire’s clients Which page gets the most traffic on advisors’ sites Why including pricing on your website is a must How to grow your email list without using pop-ups And more! Tune in now for digital marketing tactics that are absolute gold for advisors! Resources: ProudMouth | Matt Halloran on LinkedIn | Influence Accelerator Academy | Claire Akin on LinkedIn | Indigo Marketing Agency | Sample Marketing Calendar | Checklist: Marketing Strategy | Schedule Your Free Marketing Consultation | On-Demand Webinar: How to Create Your 2021 Marketing Plan | On-Demand Webinar: The Truth About Marketing for Financial Advisors | The Marketing Guide for Financial Advisors by Claire Akin | Checklist: How Does Your Marketing Compare To Top Advisors? | Checklist: How To Set up and Optimize Your Facebook Business Page | Checklist: How To Set up and Optimize Your LinkedIn Company Page | Checklist: How To Set up and Optimize Your Twitter Profile | Google My Business

Most small businesses can’t afford to hire an employee for every area of their business. And if you try to handle everything yourself, that reduces your efficiency tremendously. So, what’s the solution? It’s simple –– outsourcing! In this episode, Matt is joined by Lisa Ferguson, our very own COO at ProudMouth, and Sarah Koenig, the remote fractional COO at Optimize Advisory. Drawing from their experiences, Lisa and Sarah share how small business owners benefit from bringing outside talent into c-suite roles.  You will learn: Reasons to let go of some of the challenges that come with running a business and let the experts take over How to find the right talent to meet your business’s various emerging needs Sarah’s steps for ensuring that her clients can execute and maintain new systems Ways that Lisa has enhanced ProudMouth’s operations through comprehensive documentation How to know if it’s the right time for you to outsource And more! Press play to learn how to increase your business’s efficiency by outsourcing executive roles! Resources:  ProudMouth | Matt Halloran on LinkedIn | Lisa Ferguson on LinkedIn | Influence Accelerator Academy | Sarah Koenig on LinkedIn | Contact Sarah: (414) 587-8495 | Optimize Advisory

Ten clients hired Taylor Schulte’s financial firm directly from his podcast last year, generating about $100,000 in recurring annual revenue.  Taylor’s podcast has become his primary source of new business. But, his podcast wasn’t an overnight success. Taylor even says, “I've poured my blood, sweat, and tears into this thing.” So then, what does it take to evolve a podcast into a content marketing machine that turns listeners into ideal clients? In this episode, Matt and Kirk talk to Taylor Schulte CFP®, co-founder of The AGC™ and host of The Stay Wealthy Podcast. Taylor has been running his own podcast for over three years now and has found tremendous success, rising from 200 to 20,000 downloads per month! He’s here to share the secrets behind his growth, mistakes that kept him from growing his listenership early on, and why giving away all of his knowledge for free is the key to converting listeners into clients.  You will learn: What pivot skyrocketed Taylor’s podcast from 200 downloads per month to 20,000 How Taylor expanded his listenership by changing his podcast name What episode format Taylor’s audience is loving right now  The case for sharing everything you know (not just enough to pique your prospect’s interest) What Taylor did before going in for the “ask” with his podcast audience (he got a 56.3% close rate last year!) And more! Tune in now to learn how to successfully embark on your own podcast journey to grow your business! Resources:  ProudMouth | Matt Halloran on LinkedIn | Kirk Lowe on LinkedIn | Influence Accelerator Academy | Taylor Schulte on LinkedIn | Taylor Schulte’s Website | The Stay Wealthy Podcast | The AGC™ | FinCon | Evan Carmichael | Libsyn | The Stacking Benjamins Show | SmartLess

Ever since we started outsourcing last year, we’ve been able to take our internal efficiency and the value of our services to a whole new level. In this episode, Matt and Kirk unpack the five biggest reasons for advisors to start outsourcing. They draw from their experiences at ProudMouth to share how our company has benefitted in ways they’d never imagined from bringing in outside talent. And, along the way, Matt and Kirk uncover the biggest outsourcing opportunities for advisors. You will learn: Why we decided to outsource our rebranding project (even though Kirk is a branding expert) What areas of outsourcing impact advisors’ growth and development the most How working with consultants can help you build a better learning model for your team Three financial benefits of outsourcing that no one talks about Which aspects of your business you should never outsource Four potential downsides to outsourcing (and how to dodge them) And more! Press play to learn you can achieve the greatest level of expertise across your business by using the power of outsourcing! Resources: ProudMouth | Matt Halloran on LinkedIn | Kirk Lowe on LinkedIn | Ep. 272: How To Overcome 15 “Buts” That Keep Your Business From Achieving the Next Level of Success | Radio Show: Building America with Guest Matt Halloran | Influence Accelerator Academy | Communo

One of the greatest benefits of outsourcing is that it allows you to build a narrow focus and work on areas in which you’re truly an expert. In this episode, Matt talks to Brad Wales, the founder of Transition To RIA. With over 10 years of experience in the RIA model, Brad has developed a deep bench of referral partners who help him provide better services to his clients. Today, he dives into how he effectively outsources several aspects of his business and how much value outsourcing adds to his services. You will learn: Brad’s proven techniques for building trust with clients before you meet for the first time How to ensure that you refer your clients to a professional who’s truly capable of helping them How Brad outsources several key areas of the RIA transition process to provide expert services to clients Ways that a flexible business model can help you gain a competitive edge And more! Press play to learn how to increase client referrals and gain the advantages of outsourcing! Resources: ProudMouth | Matt Halloran on LinkedIn | Brad Wales on LinkedIn | Transition To RIA |Transition to RIA Podcast, Q34: What Kind Of RIA Compliance Consultants Are There To Choose From? | Calendly | MarketCounsel | AdvisorAssist | RIA in a Box | Salesforce | Redtail

It’s time to rethink the conventional advice from marketing gurus who say you must be on every social media platform if you want to become a subject matter authority.   In this episode, Matt talks to Mohit Rajhans, the co-founder of Think Start and author of “Rethinking Your Content.” Mohit starts out by encouraging you to be strategic with your social media platform of choice, even if it’s tempting to strive for omnipresence. Matt and Mohit then go on to discuss digital trends and several ways to re-think your approach to content strategy.  You will learn: Why Mohit believes we’re in a “content crisis” and how that plays out in content creation Why your platform strategy is way more important than your content strategy Mohit’s expert insights on the latest trends in the digital world The first steps to auditing your digital footprint And more! Press play to learn how you can benefit, as a content creator, from focusing more on platform strategy and less on content strategy. Resources:  ProudMouth | Matt Halloran on LinkedIn | Mohit Rajhans on LinkedIn | Think Start | How To Find Growth Beyond Your Personal Brand | Dadspotting

When we talk to advisors about starting their own podcast, their first question is: “When will I get leads?” Of course, getting leads –– that turn into ideal clients –– is the ultimate goal; but there are five essential marketing rules that you must put in place in order for that to happen.  Today, Matt and Kirk unearth the marketing rules that advisors keep skipping past at the expense of their time, money, and hopes of having a marketing plan that actually generates leads. Listen in as they uncover five marketing essentials for advisors to focus on first: credibility, specificity, momentum, repeatability, and sustainability.  You will learn: What outcomes advisors constantly overlook when calculating their ROI Kirk’s quick formula for nailing down the level of specificity that attracts only ideal clients How long it took for our first client’s podcast to blow up with opportunities  Why momentum-building marketing must be repeatable And more! Hit play to learn how to master five marketing rules that come before leads! Resources: ProudMouth | Matt Halloran on LinkedIn | Kirk Lowe on LinkedIn | Influence Accelerator Academy | Sendible

Put yourself in your prospect’s shoes. Would you enjoy listening to a podcast that gives you a boring rundown on a financial topic? Or worse, is clearly trying to sell to you? Probably not. People don’t want to be sold to. They listen to podcasts to be entertained and inspired. In this episode, Matt joins Jimmy Williams, founder of Compass Capital Management and the host of Live a Life by Design podcast. They dive into Jimmy’s proven strategies for attracting 10,000 unique listeners every month by talking about life, why talking about finances was never the plan, and how he uses his podcast to grow his business. In this episode, you will learn: How to use the art of storytelling to keep your podcast audience coming back for more Ways to highlight your unique approach to solving your clients’ problems in every episode The mindset strategy that Jimmy swears by for putting 100% focus into his podcast once a week, despite having a busy practice Why Jimmy decided, from day one, to dedicate his podcast to talking about life  And more! Tune in now to learn how to #BeYourOwnLoud and gain a loyal audience by dedicating your own podcast to talking about life!   Resources:  ProudMouth | Matt Halloran on LinkedIn | Jimmy Williams on LinkedIn | Live a Life by Design | Jimmy’s Top Reads | Life a Life by Design Podcast, ep. 88: The Importance of Coaching and Being Unique –– With Matt Halloran | Compass Capital Management