Top Advisor Marketing Podcast

Innovations are radically increasing life expectancy. If you’re alive in 2030, odds are good that you’ll live to be 100 or older.  Are you planning enough years for your clients? Most advisors aren’t.  In this episode, Matt Halloran talks to Ric Edelman, the most acclaimed financial advisor in the U.S., about longevity. Ric urges you, and all advisors, to consider how longer living demands an updated approach to financial planning. Plus, you’ll hear why advisors can’t ignore crypto anymore, what it’ll take for advisors to remain viable in the industry over the next 20 years, and how Ric has grown an audience of fans without having to become a marketer. Ric discusses: What he’s done right to become one of the most influential people in the financial planning and investment management profession Why the “who you know” adage is dead wrong when it comes to growing influence The cost of carrying on with outdated financial planning practices (including projections) as human life expectancy soars  What advisors stand to gain by becoming more open-minded to digital assets like crypto And more Resources:  THE TRUTH ABOUT YOUR FUTURE With Ric Edelman “The Truth About Crypto: A Practical, Easy-to-Understand Guide to Bitcoin, Blockchain, NFTs, and Other Digital Assets” by Ric Edelman  Connect With Ric Edelman: The Truth About Your Future DACFP LinkedIn: Ric Edelman Connect With ProudMouth: ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: Ric Edelman is one of the most influential people in the financial planning and investment management profession, according to Investment Advisor, RIABiz, and InvestmentNews. He was ranked three times as the nation’s No. 1 Independent Financial Advisor by Barron’s, is in two industry Halls of Fame and received the IARFC’s Lifetime Achievement Award. He also holds two patents for financial product innovation. Edelman is the industry’s top financial educator. He is a #1 New York Times bestselling author of 12 books on personal finance, including his newest, The Truth About Crypto, an Amazon bestseller. He hosts The Truth About Your Future podcast and produces Public Television specials.

If you’re like the advisors we know, you want to impact your clients’ lives. Have you ever considered helping them connect with their children on a deeper level? In this episode, Matt Halloran talks to Blake Brewer, the founder of Legacy Letter Challenge. Blake is on a mission to help one million parents write at least one meaningful and lasting legacy letter to their children. You, too, can help the parents you serve craft legacy letters – and without having to become an expert. Blake explains how, plus, why this activity can open the door to becoming your clients’ multi-generational family advisor. Blake discusses: How he went from receiving a legacy letter from his dad to helping other parents write their letters What sets a legacy letter apart from a regular letter The psychological reason that legacy letters deepen relationships between you and your clients Two ways for advisors to guide clients through legacy-letter writing And more Resources:  PodRocket Academy (Join for FREE) Top Advisor Marketing Podcast: Dying Kindness: Help Clients Be Kinder to Those They’ll Leave Behind With Cianna Stewart (Ep. 384) Free legacy letter guide The Gift of Dad Podcast Connect With Blake Brewer: Legacy Letter Challenge Email: blake@legacyletterchallenge.com  LinkedIn: Blake Brewer Legacy Letter Challenge Twitter: Blake Brewer Facebook: Legacy Letter Challenge Instagram: Legacy Letter Challenge Connect With ProudMouth: Do you want to podcast? Book a call with Matt Halloran to get started ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: Blake is on a mission to help one million dads and moms leave a lasting legacy for their children. Blake has a wonderful wife and loves being a father to his three children, all under 8. As he leads his family, he draws from many mentors, but none more important than his late father, Larry Brewer.

Imagine giving your clients an experience they’ll remember forever. Something fun and unlike anything they’ve ever done. How would that change your relationships?  In this episode, Matt Halloran talks to Scott Heinila, the regional director of Producers Choice Network, about how podcasts and in-person events make it convenient and enjoyable for people to get to know you. Going beyond the typical golf outing, Scott shares ideas for creating experiences that build lasting connections and differentiate you from the competition.  Scott discusses: The big challenge that podcasting is solving for his business What he asks advisors to pinpoint what makes them unique and different Psychological reasons why events strengthen bonds between advisors and clients Why consistent marketing is critical for every advisor (plus, three website essentials for helping people get to know you) And more Resources: PodRocket Academy (Join for FREE) LinkedIn: Sheryl Hickerson Females and Finance Optimized Advisor Podcast Connect With Scott Heinila: LinkedIn: Scott Heinila Producers Choice Network Connect With ProudMouth: Do you want to podcast? Book a call with Matt Halloran to get started! ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: Scott Heinila started his insurance career in 2001 dedicating his time to assisting insurance and financial advisors and their clients within the three facets of Protective Portfolio Planning – annuities, life insurance, and long-term care insurance. Scott currently is the President of PCC Consulting, a wholesale insurance distributor and marketing firm. He is also the President and Founder of Prism Wealth Preservation, Optimized Wealth Strategies, a professional financial & insurance services firm specializing in working with pre-retirees, retirees, and business owners. And he’s the host of the Optimized Advisor Podcast. 

There’s a huge advice gap in the U.S. Even among wealthy clients who work with an advisor. According to Bento Research, 40% of advised clients said they didn’t get advice on Social Security benefits when they turned 62. While 63% said they didn’t get advice on Qualified Charitable Distributions when they turned 70 ½.  This might sound like negative news. But it’s your opportunity to engage with clients (and prospects) to offer the advice your competition isn’t. In this episode, Matt Halloran talks to Cassie Jackson, the Chief Growth Officer at Bento Engine, about how this FinTech helps advisors deliver unbelievable client communication, and never miss out on age milestones and key life moments. Cassie also shares how Bento Engine gives advisors limitless content ideas and helps them prospect to the next generation.  Cassie discusses: Why it’s easy to send compliance-approved communications with Bento How reaching out to clients at critical moments helps advisors generate new business How much of the general U.S. population is lacking life-changing financial advice (and what you can do about it) A list of client life and age milestones that advisors might be overlooking And more Resources:  PodRocket Academy (Join for FREE) Bento Engine Bento Research: Clients Value Advice Beyond Investing, But Don’t Always Receive It Connect With Cassie Jackson: LinkedIn: Cassie Jackson Connect With ProudMouth: Do you want to podcast? Book a call with Matt Halloran to get started! ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: Cassie Jackson is currently the Chief Growth Officer at Bento Engine, an Advisor FinTech company that empowers financial advisors to proactively engage with their clients and prospective clients during key moments in their wealth management journeys. As a former advisor, she has a passion for helping advisors make a meaningful impact on their clients’ lives. Cassie is based in Montana and loves raising her kids in the outdoors of her home state. 

Summary: Like most advisors, Darren Wurz was a little scared to focus on a niche. But now? He’s encouraging you to drill down on who exactly you want to serve.  In this episode, Matt Halloran talks to our client Darren Wurz, who is also the co-owner of Wurz Financial Services and host of “The Lawyer Millionaire Podcast.” Darren gets candid about how he came around to pursuing lawyers as his niche, his best advice for reaching your specific audience through a book and digital marketing, and why niching doesn’t have to be a switch-flip — you can take it slow!  Darren discusses: His exact marketing moves to start attracting lawyers How he encouraged the American Bar Association to publish his book, even after they turned down the first proposal His trick to overcoming the hardest part of podcasting: “getting it done!” How niche marketing is creating growth within his business And more Resources:  PodRocket Academy (Join for free!) “The Lawyer Millionaire” by Darren Wurz “The Lawyer Millionaire Podcast” Connect With Darren Wurz: Wurz Financial Services The Lawyer Millionaire Facebook: Wurz Financial Services LinkedIn: The Lawyer Millionaire LinkedIn: Darren Wurz YouTube: Wurz Financial Services Twitter: Darren Wurz Connect With ProudMouth: Do you want to podcast? Book a call with Matt Halloran to get started! ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: Darren Wurz is a fee-only financial advisor and co-owner of Wurz Financial Services, a family business he runs with his dad and brother. Darren has developed an expertise in the unique financial planning needs of those in the legal profession, and he now specializes in serving attorneys and law firm owners. His mission is to help his clients achieve financial independence as they define it. He is the host of The Lawyer Millionaire Podcast and author of “The Lawyer Millionaire,” published by the American Bar Association.

Summary: If we’re lucky, we’ve had help from a trusted guide at some point. A mentor who’s helped us become the person and professional we are today. Now, are you thinking about paying it forward through your practice?  In this episode, Matt Halloran talks to Kellan Brown, the vice president of strategic partnerships for Finance of America Reverse (FAR), about how businesses can support the next generation through mentorship. She also reveals why FAR, a reverse mortgage company, rose up to become a beloved brand and what qualities to look for in a strategic partner.  Kellan discusses: What drives her passion behind mentorships How she makes influencer decisions to further the brand How companies can benefit from mentorship programs The role of influencers and mentors as both teachers and listeners And more Resources:  PodRocket Academy (Join for free!) Prison Puppy Program Home Equity U Wealthies: WealthManagement.com Industry Awards Choir Shout-Outs: Dana Wilson Keena Pettijohn Liv Gagnon Sonya Dreizler Jean Heath Jamie Hopkins Stephen Resch Connect With Kellan Brown: Finance of America Reverse LinkedIn: Kellan Brown kellan.brown@far.com Connect With ProudMouth: Do you want to podcast? Book a call with Matt Halloran to get started! ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: Kellan Brown is the Vice President of Business Development & Strategic Partnerships for Finance of America Reverse and runs the Retirement Strategies Division with a mission to bring home equity into the financial planning process.  She sits on the board of directors for the FinServ Foundation where their mission is to empower the next generation of financial professionals through coaching, mentorship, and community.  Kellan is the women’s lead for Finance of America’s enterprise DEI&B initiative, and she chairs the Mentorship committee across all Finance of America companies.

Summary: Clients and prospects can learn from your experiences. And you don’t have to be a “gifted” or “natural storyteller” to tell a story that changes lives. In this episode, Matt Halloran talks to our client Christine Luken, a Financial Dignity® Coach, author, and host of the “Money is Emotional Podcast.” Christine explains why she often tells stories from when she “crashed and burned financially” in her 20s, how to choose and tell a signature story that moves your audience – and why perfection isn’t a prerequisite. Christine discusses: How to become a good storyteller, even if you weren’t born to be one!  Easy ways to tell compelling client stories while maintaining confidentiality  Two prompts for sharing experiences that show your humanity (and feel comfortable for you to share)   Why listening is just as important as storytelling And more Resources:  PodRocket Academy (Join for free!) Seven Principles of Persuasion  Top Advisor Marketing  Podcast: Master the Emotional Side of Money With Christine Luken (Ep. 325)  Books by Christine Luken Money is Emotional Podcast Connect With Christine Luken: Christine Luken, Financial Dignity ® Coach  LinkedIn: Christine Luken Connect With ProudMouth: Do you want to podcast? Book a call with Matt Halloran to get started! ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: As the Founder of the Financial Dignity® Movement, Christine Luken has coached hundreds of high-earning professionals to pay off staggering amounts of debt and massively increase their net worth. Christine’s book “Money is Emotional: Prevent Your Heart from Hijacking Your Wallet” has landed her almost 100 podcast and TV interviews, establishing her as the authority on money, mindset, and emotions.   When she’s not coaching clients from her home office in Cincinnati, you can find this Certified Divorce Specialist & member of the Financial Therapy Association curled up with a good book, a fluffy cat, and a strong cup of coffee.

Wouldn’t it be nice to actually attract prospects off social media? And without content creation taking over your life? In this episode, Matt Halloran talks to Thomas Kopelman, co-founder and financial planner with AllStreet Wealth. Thomas reveals how he’s growing an audience of Twitter fans who come to him saying, “I already believe in what you do.” He also talks through how to decide whether to outsource content creation or keep it in-house, why he’ll never run out of ideas, and why not showing up for your audience just isn’t an option! Thomas discusses: How he’s achieving “awesome and overwhelming” business growth by turning Twitter followers into fans who are ready to buy What advisors risk by publishing the exact same posts all week Why he doesn’t spend a single second DMing prospects (and what he does instead) How to eliminate time-sucking activities, so you can stay focused on building relationships with your audience And more Resources:  PodRocket Academy (Join for free!) Dr. Robert Cialdini Influence At Work Michael Kitces Article: “Repurposing Digital Marketing Content: How I Grew My RIA Revenue To $16K/Month In Less Than 14 Months” by Thomas Kopelman Connect With Thomas Kopelman: AllStreet Wealth LinkedIn: Thomas Kopelman Website: Thomas Kopelman Twitter: Thomas Kopelman The Long Game Podcast Schedule a Call Connect With ProudMouth: Do you want to podcast? Book a call with Matt Halloran to get started! ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: After graduating from Butler University, Thomas Kopelman has spent his entire career in the financial services industry as a financial planner. He is passionate about helping millennials cut through the noise and figure out how to use their resources to accomplish what they truly want in life.

Summary: Every facet of an advisor’s job has influence at the heart of it, according to Dr. Daniel Crosby. What can advisors do right away to become more influential? In this episode, Matt Halloran talks to Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions. Dr. Crosby unpacks why influence is the most important competency for advisors – and ways to become more influential by activating two of Robert Cialdini’s principles. He also reveals how the BeFi20 assessment will help you gain a deeper understanding of your clients’ financial values. Dr. Crosby discusses: How BeFi20 adds value to your client relationships, marketing, and influence One of the best predictors of whether or not a new client will like you An easy way to influence your clients to follow through on their commitments The top 3 qualities clients want in an advisor (spoiler alert: “technical competency” isn’t on the list) And more Resources:  PodRocket Academy (Join for free!) BeFi20 Assessment Dr. Robert Cialdini Accenture Study: Wealth management: The new state of advice “The 7 Principles of Influence” by Dr. Robert Cialdini “The Laws of Wealth: Psychology and the Secret to Investing Success” by Daniel Crosby Connect With Dr. Daniel Crosby: LinkedIn: Daniel Crosby Orion Advisor Solutions Standard Deviations Podcast Connect With ProudMouth: Do you want to podcast? Book a call with Matt Halloran to get started! ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: Educated at Brigham Young and Emory Universities, Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby recently co-authored a New York Times Best-Selling book titled, Personal Benchmark: Integrating Behavioral Finance and Investment Management.

Summary: If you’re not podcasting yet, the question is…why not? In this episode, Matt Halloran is joined again by Candice Carlton, Head of Advisor Growth Marketing at FiComm Partners. They unpack the benefits of having your own advisor podcast, even if you’re not sure your clients are listening to this medium.  Candice also shares a solution for advisors who are dreaming of starting a podcast but aren’t sure how to make it happen (hint: FiComm x ProudMouth’s 30-day podcasting workshop!). Candice discusses: Why podcasting is the foundation of FiComm How they’re helping advisors create podcasts and share their knowledge with their ideal audience What aspiring podcasts can expect from FiComm x ProudMouth’s 30-day podcasting workshop How podcasts can be a vehicle to drive change in people’s lives And more Resources:  PodRocket Academy (Join for free!) AmpliFi PodcastAdvisor Marketing Bootcamp FiComm Studios  New Skool Podcast FiComm x ProudMouth Podcasting Workshop FiComm x ProudMouth Partnership Top Advisor Marketing Podcast: How To Start Your PR Journey With Meg Carpenter (Ep. 399) Top Advisor Marketing Podcast: How to Introduce Authenticity into Your Marketing Strategies (Ep. 400) Connect With Candice Carlton: LinkedIn: Candice Carlton FiComm Meet Candice Carlton Connect With ProudMouth: Do you want to podcast? Book a call with Matt Halloran to get started! ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: Candice Carlton is the Head of Advisor Growth Marketing at FiComm Partners. Prior to FiComm, she worked for and with some of the fastest growing and most innovative firms in the US including Mercer Advisors, United Capital acquired by Goldman Sachs and XY Planning Network.