Top Advisor Marketing Podcast

Do you need to become more recognizable? Are you the top search in your region? In this episode, Matt speaks with Rebecca Hourihan, founder and CMO of 401(k) Marketing.  She elaborates on how she helps retirement-plan advisors market their expertise and build long-lasting brand awareness. In this episode, you will learn: What led Rebecca to start this company and serve plan advisors Why is it important for the 401(k) market to be branded like other businesses How Rebecca and her team will assist you as a plan advisor And more! Tune in now and learn how to start building long-lasting brand awareness. Resources:  Top Advisor Marketing | 401(k) Marketing  | Rebecca Hourihan on LinkedIn Brought to you by: Iris.xyz

Are you tired of spending time away from the office and your family to speak at events? There are benefits to public speaking, but what if you could reach an infinite number of people at once, all while conserving your time and energy? In this episode, Matt and Kirk explain how you can benefit from scaling your credibility. You will hear success stories of advisors who’ve pulled this off and learn ways to start marketing yourself more efficiently. In this episode, you will learn: The benefits of scaling your credibility How to determine if scaling your credibility aligns with your business goals How to use content to build relationships with prospects Why having content and a complete LinkedIn profile can shorten your sales cycle And more! Tune in now and learn how to start scaling your credibility! Resources:  Top Advisor Marketing | Kirk on LinkedIn | Matt on LinkedIn Brought to you by: Iris.xyz

Do you know how to have tough conversations with your clients? When a client cries in your office, is your automatic instinct to shut down the conversation? In this episode, Matt speaks with David Wood, one of the world’s top life coaches, about why nine times out of 10, tough conversations are worth having. Naturally analytic, David teaches you how to switch gears to engage in tough conversations with a level of comfort and confidence that leads to deep connections. In this episode, you will learn: How to hold space for clients who are crying in your office What golden question to ask any client who is expressing strong emotions An exercise to do with your clients when you’re both feeling stressed during a conversation Three outcomes of difficult conversations that most advisors don’t consider And more! Tune in now to learn how to master tough conversations with your clients. Resources: Top Advisor Marketing | Play for Real | Life Assessment | Tough Conversations: 4-Step Blueprint | Tough Conversations Podcast with David Wood Brought to you by: Iris.xyz

Are you positioning yourself to build a million-dollar practice and take 100 days off? Are you on track to double your revenue in half the amount of time? Today, Matt speaks with Stephanie Bogan, the chief possibility officer at Educe and founder of the Limitless Adviser Coaching program. In a conversation that will urge you to take action, Stephanie explains how to make mindset shifts that are essential for doubling your revenue in half the time. You will learn how to pinpoint how you’re spending the majority of your time as an advisor — and how to take control. In this episode, you will learn: How a mindset shift improves personal performance and happiness How one advisor’s crisis of confidence was costing his firm $80,000 per year How to calculate your return on time How to do a five-day exercise that will reveal whether you have the potential to double your revenue in half the time Why being below the line hinders advisors from doubling their revenue And more! Learn how to make changes to your mindset that can position you to double your revenue in half the time! Resources:  Top Advisor Marketing | Educe Inc. Brought to you by: Iris.xyz

Have you ever considered taking a different direction in your professional life? Are you equipped to have conversations with your clients about their own desires for reinvention? In this episode, Matt speaks with Bobby Henebry, a CFA, keynote speaker, YouTuber, and world traveler, about his decision to leave a secure job and eventually start Henebry Blockchain & Cryptocurrency Consulting. Bobby also explains how advisors can build client relationships that facilitate the “reinvention” conversation, and what he’s learned while growing his hobby-based YouTube channel. In this episode, you will learn: What Bobby’s first step was after leaving a secure job Why he just started saying yes to opportunities How Bobby balances the multiple entrepreneurial interests that he is pursuing Bobby’s advice for building client relationships that are open to conversations about reinvention What he has learned about serving his YouTube audience And more! Tune in now to consider what your reinvented life could look like — and learn how to support clients who are on the brink of reinvention. Resources: Top Advisor Marketing | Bobby Henebry on LinkedIn | Chord Savvy Brought to you by: Iris.xyz

Have you considered that email is no different than most of your other sales channels? Email campaigns give financial advisors a one-to-one relationship-building opportunity with prospects in all stages of their customer journey. In this episode, Matt Halloran speaks with Emily McGuire, the owner of an emailing marketing studio called Flourish & Grit. This is a fun and practical conversation where Emily teaches you how to write emails that build trust and compel prospects to take the next step with your brand. Emily discusses: Reasons to consider sending short emails to your list frequently Which metrics to consider, besides open-rates, when assessing your email results How to generate warm leads with an email nurture sequence What word to starting using right away in your emails to get better results And more! Brought to you by: Iris.xyz Resources: Influence Accelerator Academy (Join for free!) Connect With Emily McGuire: Flourish & Grit Connect With ProudMouth: ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: With lessons learned over a decade in tech, sending thousands of email campaigns, and earning clients over $80 million in email campaign revenue, Emily McGuire loves sharing the mistakes and strategies of email marketing done well. You’ll typically find her with a cup of coffee in hand because #momlife. When her head isn’t in her laptop, you can find her chasing her kid, reading a book, or binging trashy TV.

What strategies are you using to stand out from other financial professionals? Learn new strategies from a professional who’s making waves in a particularly competitive space. In this episode, Matt speaks with Aaron Pottichen, senior vice president at Alliant Retirement Consulting, about how Aaron stays on the cutting edge of marketing in the very competitive 401(k) space. Aaron delves into what strategies he uses to set himself apart, including how he creates videos that are easy to shoot, compliance-friendly, and optimal for sharing on his LinkedIn profile. In this episode, you will learn: Why Aaron enjoys working in the 401(k) space Aaron’s strategy for giving prospects immense value — and why this matters Why Aaron prospects in a way that’s backwards to what the rest of the industry does What 401(k) offerings resonate the most with his target market What guidelines Aaron uses for creating LinkedIn videos And more! Tune in now and learn new strategies for climbing to the forefront of your space — and staying there. Resources:  Top Advisor Marketing | Alliant Retirement Consulting | Aaron Pottichen's LinkedIn Brought to you by: Iris.xyz

Named as one of the top “Movers & Shakers” in the financial services industry, Mitch Anthony has been creating innovative discovery approaches for advisors for over twenty years. In this episode, Matt speaks with Mitch Anthony, the founder and president of Advisor Insights Inc and co-founder of ROL Advisor. Together, they discuss the power of using storyselling to guide your clients into a decision-making mindset, the value of practicing life-centered planning™, and why it’s the advisor’s job to build the bridge between clients’ means and meaning. In this episode, you will learn: About Mitch’s “accidental tourist” introduction into financial services Why it’s problematic to view money as being more than just a utility The importance between having a monologue and dialogue with your prospects How Mitch helps advisors with the emotional aspect of transitioning from money-centered planning to life-centered planning And more! Tune in now to learn about Mitch Anthony’s groundbreaking approaches to client discovery! Resources: Top Advisor Marketing | Mitch Anthony | Life Centered Planners | ROL Advisor | ROL Advisor’s Email | Books by Mitch Anthony | Mitch Anthony's LinkedIn | Steve Sanduski's LinkedIn Brought to you by: Iris.xyz

When you’re communicating with your audience and marketing your expertise, are you still taking a sales-oriented approach? How long has it been since you updated your marketing strategy? Marketing is quickly shifting. What does the 2020 marketing landscape look like for advisors? A big hint is relationship marketing. The majority of the content you produce needs to be about results and actionable items for your audience. Today, Matt and Kirk talk about the 8 trends that will have a great impact on advisors’ marketing this year. In this episode, you will learn: How to use content to build your authority How to create results-focused content Why lead generation is a thing of the past And more! Tune in now to learn about the 8 marketing trends that are set to dominate 2020. Resources:  Top Advisor Marketing | How Good Advisor-Marketing Happens in the Expertise Economy | 10 Biggest Content Marketing Trends that Will Dominate 2020 Brought to you by: Iris.xyz

How will you become your prospects’ go-to expert for retirement planning in a sea of financial advisors who claim to have the same expertise?  In this final episode of our mini-series, Matt Halloran speaks with Ross Marino, Advisor2X’s founder, about the caliber of speakers at the Retirement & Longevity Summit; these are industry experts who will show you how to differentiate yourself from other advisors that specialize in retirement planning. This your preview to many of the speakers’ pivotal teachings for wealth advisors who want to have conversations that go beyond asset management and financial planning. In this episode, you will learn: What Ross’s criteria are for the Retirement & Longevity Summit’s speakers   How to ask questions that will highlight the vulnerabilities of a prospect’s current plan Why advisors needn’t be afraid of not having answers to every question Three intuitive tips for aging successfully And more! Tune in now to get your preview of the Retirement & Longevity Summit’s top industry speakers! Limited-time offer exclusively for RIAs and financial advisors: Use the code TAM to save $750 on your registration for the Retirement & Longevity Summit. Resources:  Top Advisor Marketing | Advisor2X | Retirement & Longevity Summit | ross@rlsummit.com |  Erin Botsford's Elite Advisor Course | Live Long, Die Short: A Guide to Authentic Health and Successful Aging by Roger Landry  Brought to you by: Iris.xyz