Top Advisor Marketing Podcast

Do you know to think like a journalist in order to get your expertise published? In this episode, Matt talks to Marie Swift, president and CEO of Impact Communications, about PR hacks that advisors can use right away. Marie also explains why now is the time for advisors to be bolder with their client communications, COI interactions, online visibility, and content-driven marketing. In this episode, you will learn: How Impact Communications helps advisors with public relations Why Marie encourages advisors to cross-market –– and ideas for who to work with How to think like a journalist to get your content published How to become more discoverable to journalists Why authority and credibility marketing is working well for advisors And more! Tune in now for PR tips that every advisor needs to know. Resources: Top Advisor Marketing | Impact Communications  | Marie Swift on LinkedIn | Marie Swift’s Blog | News Page Brought to you by: iris.xyz

Do your marketing tactics strengthen your credibility? Or is it possible that your tactics are actually damaging your reputation and costing you time, money, and opportunities? In this episode, Matt and Kirk walk you through examples of bad, good, and great advisor marketing. You will learn how to fix bad marketing and become endearing to the people you want to serve. In this episode, you will learn: What bad, good, and great marketing looks like How to shift from bad marketing to great marketing The difference between marketing and sales Ways to endear your audience to you Seven ways to make a better effort with your marketing And more! Listen now and learn how to take your marketing from bad to good to great! Resources:  Top Advisor Marketing | Good VS. Bad Advisor Marketing: Tactics to Stop and Start Doing Immediately Brought to you by: iris.xyz

As an advisor, what will your comeback story look like at the end of the pandemic? How are you going to do things differently, become more helpful to clients, and more aligned with what’s important to you? In this episode, Matt talks to returning guest Bob DiMeo, CEO of DiMeo Schneider. They discuss business actions for advisors to take now that the initial shock of COVID-19 is lessening and how to pinpoint your firm’s purpose and future success efforts. In this episode, you will learn: How to add future success efforts into your work The story of Southwest Airline’s innovation that led to 47 years of profits Questions to help you double down on your firm’s purpose About the Financial Advisor Pulse Survey conducted by DiMeo Schneider And more! Tune in now to start working on your comeback story! Resources: Top Advisor Marketing | DiMeo Schneider & Associates | Outsourced Research Solution  | Participate in the Financial Advisor Pulse Survey: ctischer@dimeoschneider.com | Bob DiMeo on LinkedIn Brought to you by: iris.xyz

You don’t have to be a Google expert to increase your website traffic. In this episode, Matt speaks with Nitesh Verma, director of growth at Advisor Websites. Nitesh shares organic ways for financial advisors to rank higher on Google’s Search Engine Results Page, where to upload your videos for easy viewing, and easy ways to increase your website traffic. In this episode, you will learn: Which digital marketing practices are working best for advisors Free ways to boost SEO without trying to compete with big financial companies How to use social media to boost website traffic The biggest digital marketing mistakes that advisors are making And more! Tune in now for easy ways to boost traffic to your website! Resources: Top Advisor Marketing |  Advisor Websites | Advisor Websites Blog | Nitesh Verma on LinkedIn | niteshv@advisorwebsites.com | Brought to you by: iris.xyz

Are you wasting time chasing leads that end up being unqualified or clueless about your real value? In this episode, Matt and Kirk uncover 5 reasons why advisors’ lead generation isn’t working and how to fix it. You will learn how to shift your marketing tactics to start building relationships and stop chasing short-term leads. In this episode, you will learn: The difference between leads and relationships How to start marketing on your audience’s terms (and not your terms) Tangible ways to build relationships and solve your audience’s pain points Ways to give your audience multiple engagement options –- and why this is important And more! Tune in now for 5 ways to improve your lead generation! Resources: Top Advisor Marketing Brought to you by: iris.xyz

People are desperate for connection right now. What are you doing to show your clients that you’re there for them? In this episode, Matt speaks with Brad Johnson, VP of advisor development at Advisors Excel and host of The Elite Advisor Blueprint podcast. Brad walks you through a much-needed and effective marketing strategy right now that only requires financial advisors to have a telephone and a work ethic. In this episode, you will learn: About the best marketing tactics that Brad has seen advisors do Why marketing is a combination of science and art What people are really looking for when they attend seminars The purpose of making connection calls during isolation –– and how they’re different from sales calls How to ask for referrals through connection calls And more! Tune in now and learn how to start making connection calls today! Resources: Top Advisor Marketing | Brad Johnson | The Virtual Advisor Series | The Elite Advisor Blueprint Podcast | Virtual Advisor Episode With Pat Quinn | The Virtual Advisor Series™ Facebook Group | Brad Johnson on LinkedIn Brought to you by: iris.xyz

What is the value of leadership development for advisors? Why do they tend to focus so little on it? In this episode, Matt talks to Peter Montoya, the best-selling author of “The Brand Called You” and his latest books, “Meetings Without Walls” and “Leadership Power.” He’s also a sought-after and highly motivational keynote speaker and leadership development strategist, specializing in developing high-performance teams. Today, Matt and Peter about something particularly personal and self-reflective for advisors –– leadership. They discuss how advisors can use leadership to effect positive change in themselves and in the lives of their clients and employees. In this episode, you will learn: How long it takes for advisors to establish credibility in their clients’ minds The six most effective marketing channels for financial services The best frequency in communication for advisors to stay top of mind How to use power in all aspects of your life And more! Tune in hear about leadership development from an industry veteran! Resources  Top Advisor Marketing | Peter Montoya : (949) 334-7070 | petermontoya@petermontoya.com | Peter Montoya on LinkedIn Brought to you by: Iris.xyz

We often limit ourselves by questioning what we believe we’re capable of. This could be a result of the type of headspace we entrap ourselves in. In this episode, Matt speaks with JM Ryerson, a leadership expert and the CEO of Let’s Go Win. JM speaks about the importance of getting in the right headspace and how mental performance can negatively and positively impact your work environment. He also speaks to the value of having fun and striking a balance between home and work. In this episode, you will learn: How JM Ryerson helps teams improve their mental performance The importance of being in the right headspace Ideas on how to get in the right headspace before work Methods for overcoming self-limiting beliefs And more! Tune in to learn how to get in the right headspace. Resources: Top Advisor Marketing | JM Ryerson on LinkedIn | Let’s Go Win | Let’s Go Win on Facebook | Let’s Go Win on Instagram | Let’s Go Win by JM Ryerson Brought to you by: Iris.xyz

Are you an advisor who feels nervous about compliance? Join the club. You might even want to start a podcast, but you’re worried about navigating compliance’s requirements. In this episode, Matt speaks with Leila Shaver, owner and managing partner of My RIA Lawyer. Leila takes a deep look into compliance as it relates to risk profiles, podcasting, testimonials, and more. In this episode, you will learn: How to better understand compliance What you can do to potentially improve your risk profile How compliance involvement differs between RIAs versus FINRA Answers to aspiring podcasters’ most common compliance concerns What the benefits are of becoming an RIA And more! Tune in now to hear the answers to your compliance concerns. Resources  Top Advisor Marketing | My RIA Lawyer | (770) 462-2118 Brought to you by: Iris.xyz

If a marketing expert promises you results that seem too good to be true, it probably is. In this episode, Matt and Kirk discuss why they believe it’s irresponsible for “marketing gurus” and “lead-generation experts” to claim that they can fill financial advisors’ pipelines and get them 10X the results. They also talk about what advisors have to gain by shifting away from a “quick win” marketing mindset. In this episode, you will learn: Why the promise of 10X and filling your pipeline is problematic How to validate these promises Why silver marketing bullet is not a sustainable pursuit What to do if you’re approached by aggressive marketers that trying to sell you short-term success And more! Tune in now to consider a new way to think about quick-win promises from marketers. Resources:  Top Advisor Marketing | Kirk's LinkedIn post | Death By Referrals Brought to you by: iris.xyz