Top Advisor Marketing Podcast

Have you ever attended an industry conference only to be left feeling dissatisfied? You couldn’t focus during the presentations, you barely networked, and you felt tired most of the time.  Ross Marino, the founder of Advisor2X, can prove that the problem wasn’t with you — it was with the conference. In part two of our mini-series, Matt Halloran and Ross discuss the overlooked and supposedly small details that bring conferences from time-wasting to highly productive and memorable for advisors.  In this episode, you will learn: What to consider before deciding to invest your time at a conference What qualities of a conference set advisors up to make decisions and then act on them How to choose which action-item to implement after a conference And more! Tune in now to consider what qualities to look for in an upcoming conference before you invest your time.  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  Brought to you by: Iris.xyz

Most advisors affirm their clients’ thoughts and feelings every time they talk. That’s called active listening. It’s valuable, but it’s not enough to help you draw out what matters to your clients.  In this first episode of a three-part series, Matt Halloran speaks with Ross Marino, the founder of Advisor2X, about how to have conversations with clients that go beyond numbers. You don’t have to be a psychologist to carry out these conversations; Ross teaches you the purpose of deep listening and how to integrate it into your client meetings during this insightful episode. In this episode, you will learn: What the difference is between active listening versus deep listening What questions to ask your clients when you’re practicing deep listening How to separate your clients’ desired activities from the effect Why it’s valuable to draw out why your clients’ goals matter to them What a Certified Financial Transitionist® is And more! Tune in now to learn how to start practicing deep listening today. 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 | Advisor 2X  Brought to you by: Iris.xyz

What do you do when you want information? Do you search the internet?  Did you know 93% of online experiences begin with opening a search engine like Google? In this episode, Kirk Lowe is speaking with Sameer Somal, founder of Blue Ocean Global Technology. Kirk and Sameer explore the importance of why your online reputation matters, and what you can do to manage that reputation. In this episode, you will learn: Why it is important to have a good online reputation What is SEO, and Online Reputation Management (ORM) How to become more referable by leveraging your ORM What tips you can use to successfully manage your online reputation And more! Tune in now and take in some tips for managing your online reputation! Resources: Top Advisor Marketing | Blue Ocean Global Technology | Sameer Somal Email | Sameer Somal LinkedIn Brought to you by: Iris.xyz Additional Resources: 7 Proactive Steps to Safeguard Your Online Reputation What is the Difference Between SEO and ORM

Is your advisory practice coming up at the top of Google’s search engine results page? Can your prospects find you on social media? Today Matt is joined by returning guest Samantha Russell, the chief marketing officer at Twenty Over Ten, to discuss how advisors can become visible to prospects of all ages that are increasingly searching online for advisors to work with. Together, they define and uncover long-term niche strategies, the art of attracting pre-sold clients, how to optimize your website for voice searches, and more! In this episode, you will learn: How to use content marketing to serve your niche How to tweak your website in order to rank higher in search results Two little-known ways to optimize your website for voice searches What you can expect from Twenty Over Ten’s new Lead Pilot program And more! Tune in now and learn expert tips for boosting your firm’s online visibility! Resources:  Top Advisor Marketing | Twenty Over Ten | Samantha C. Russell | Lead Pilot Brought to you by: Iris.xyz

Are you struggling to get your message across to your audience? Do you want to be that person who motivates a room of people to take action? In this episode, Matt has the pleasure of speaking with renowned media icon Steve Kosch, the founder and leader of Media Training Network. Steve’s years of varied experiences on such media platforms as ABC, The Weather Channel, and CNN have led him to this point in life where he is helping executives, experts, and business leaders learn how to effectively communicate with their audiences by developing an executive presence. In this episode, you will learn: About the client process of working with Media Training Network How to lead your audience to your final call-to-action Steve’s recommendations for incorporating visuals into your presentations An example of a speaker who embodies an executive presence And more! Tune in and learn how to improve your next presentation by working on your executive presence! Resources:  Top Advisor Marketing | Steve Kosch's Email | Media Training Network: (949) 720-2080 Brought to you by: Iris.xyz

Do you know how to use PR to draw attention to your expertise? In this episode, Matt is joined by Warren Weeks, founder of Weeks Media, who shares strategies that you can start using today to capture journalists’ attention and boost your chances of getting your expertise published. In this episode, you will learn: Why it’s worthwhile for advisors to pitch topics to trade publications The importance of putting effort into your LinkedIn profile Which two social platforms tend to get the press’s attention How to reverse-engineer your press releases to make them audience-focused and appealing to journalists And more! Tune in now and learn the best PR strategies for casting a spotlight on your expertise!

There are many aspects that can determine whether a business will be successful or not, but it all starts from the inside. As an advisor, there’s only so much you can do by yourself. That’s why we recommend being dialed-in and creating synergies that will help your business thrive. Start your 2020 with clear 20/20 vision by listening to Matt and Kirk as they discuss the benefits of being dialed-in, what challenges business owners face when they’re not creating enough synergies, and how to manage and overcome roadblocks in your business. In this episode, you will learn: Why having a clear and distinct brand can make you more referable Warning signs that you’re not dialed-in Why it’s important to create a positive work culture How to find your focus And more! Tune in now and start your year with 20/20 vision by listening to this value-packed episode. Resources:  Top Advisor Marketing Brought to you by: Iris.xyz

We hope our 12 Days of Marketing series has given you the inspiration you need in order to achieve 20/20 vision and perfection in the new year. But the festivities aren’t over yet! In the twelfth and final episode of our annual series, Matt and Kirk recap their best tips from the past 11 days. If you haven’t taken notes yet, we recommend that you write down these ideas so you can incorporate them into your 2020 plan. In this episode, you will learn: How to stay top-of-mind by using social media and Micro-Influence strategies The benefits of outsourcing your marketing Ideas for finding podcast topics that solve your audience’s biggest challenges What change you can make today to improve your speaking skills How to stay relevant and use organic techniques to build relationships And more! Tune in now to learn the best tips from our 12 Days of Marketing series. And thank you for joining us for this holiday tradition! Resources:  Top Advisor Marketing | Influence is Marketing – Be Your Own Loud  | 12 Days of Marketing series Brought to you by: Iris.xyz

Do you know how to use social media to showcase your expertise? In the eleventh episode of our 12 Days of Marketing series, Matt and Kirk uncover social media best practices that you can put into action right away. You will learn which content algorithms prioritize, strategies for introducing your network to your expertise, and why LinkedIn is the ideal platform for sharing your expert content. In this episode, you will learn: Examples of how to use long-form content to create consumable micro-content What the purpose of expertise marketing is and how to do it About current LinkedIn stats that every advisor needs to know Tried-and-true ways to get engagement on your LinkedIn posts And more! Tune in now and learn how to share your expertise on social media! Resources:  Top Advisor Marketing Brought to you by: Iris.xyz

Are you inspiring your prospects to take action? As you will soon find out, having a clear and succinct hook can help you to stand out and influence your target audience. In this tenth episode of 12 Days of Marketing series, Matt and Kirk teach you how to craft your powerful hook and when to use it. Get ready to hear real examples of thought-provoking and memorable hooks! In this episode, you will learn: What is meant by a “hook” How a hook differs from a value proposition What the elements of a powerful hook are Examples of succinct and powerful hooks  And more! Tune in and learn how to craft your hook today! Resources:  Top Advisor Marketing  Brought to you by: Iris.xyz