Top Advisor Marketing Podcast

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Where you'll learn how to become a prolific online influencer, attract more ideal clients and grow your practice. Brought to you by AdvisorContentX, a Done-For-You podcasting solution built just for trusted advisors. Co-hosted by Matt Halloran and Kirk Lowe. http://topadvisormarketing.com/

Matt Halloran and Kirk Lowe, TAM Hosts


    • Dec 31, 2024 LATEST EPISODE
    • weekly NEW EPISODES
    • 30m AVG DURATION
    • 734 EPISODES


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    Latest episodes from Top Advisor Marketing Podcast

    Celebrating 500 Episodes: Favorite Moments, Marketing Lessons, and What's Next With Kirk Lowe (Ep. 500)

    Play Episode Listen Later Dec 31, 2024 51:39


    All good things must come to an end.  In this special milestone episode of the Top Advisor Marketing Podcast, Matt Halloran and Kirk Lowe celebrate their 500th — and surprise! — final episode with you. Reflecting on seven years of podcasting, they share behind-the-scenes stories, valuable marketing lessons, and a heartfelt appreciation for their listeners and guests. This episode is a celebration of their incredible run and an announcement of big changes on the horizon, as the show evolves into a new format to deliver even greater value. Join Matt and Kirk as they revisit some of their most impactful episodes, highlighting key moments and quotes that reinforce their mission to help advisors “be their own loud.” From exploring mindset shifts with industry leaders to discussing the power of storytelling, they share how authentic content creation can elevate business relationships and drive success. This might be their last episode, but it's also the start of a new adventure in building your influence. Matt and Kirk discuss: Funny and relatable recording mishaps The transformative power of storytelling Key lessons from their top ten episodes The evolution of marketing  How to overcome podfade The next chapter in their podcasting journey And more Resources:  Mind Mapping: Turn the Messiest Ideas Into Clear Actions for Your Team! With Michelle Matus (Ep. 346) Tool: MindMeister How to (Finally) Get Your Content Marketing Off the Ground With Jorrell Bland (Ep. 469) What Do Your Clients Actually Want? 8 Mindsets That Transform Conversations With Colleen Bowler (Ep. 398) How To Market Yourself As an Expert With Kristen Luke (Ep. 326) Book: Uncomparable: The Financial Advisor's Guide to Standing Out through Niche Marketing by Kristen Luke Why the Future of Financial Services Isn't Financial With Dennis Moseley-Williams (Ep. 316) Our Proven Strategies To Beat Podfade With Kirk Lowe (Ep. 328) Take This Red Pill to Exit the Rat Race With Jerome Myers (Ep. 319) Build a Million-Dollar Mindset and the Practice Will Follow — With Stephanie Bogan (Ep. 221) How Storytelling Builds Unbreakable Client Relationships With John Bucher (Ep. 461) What Most Advisors Are Missing in Their Business Development Plan With Kim Skermer (Ep. 345) Book: Influence, New and Expanded: The Psychology of Persuasion by Dr. Robert Cialdini Podcast: Ologies With Alie Ward Connect With Kirk Lowe: LinkedIn: Kirk Lowe X: @KirkLowe_ Connect With ProudMouth: ProudMouth LinkedIn: Matt Halloran X: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth X: ProudMouth YouTube: ProudMouth About Our Guest: After decades spent helping build and market successful financial services brands, Kirk Lowe recognized the increasing role and importance of influence in the rapidly expanding Expertise Economy. Successful financial advisors harnessing the power of podcasting, video, social media and progressively building their influence were attracting clients rather than having to chase them. Kirk's ‘ah-ha' moment—that influence is essential for professional experts—led to his co-founding of ProudMouth, an influence accelerator dedicated entirely to liberating financial experts and advisors from the tyranny of sales by giving them the means and methods to become recognized, in-demand authorities.

    Future-Proof Your Practice: Marketing Predictions Advisors Can't Ignore for 2025 With Kirk Lowe (Ep. 499)

    Play Episode Listen Later Dec 24, 2024 41:07


    It's time to gaze into our crystal ball once again.

    Turning Education Into Trust: How Advisors Can Win Clients With Carrie Roso (Ep. 498)

    Play Episode Listen Later Dec 17, 2024 29:37


    Let's face it — nobody wants to be sold to.  But you know what people love? Learning something that changes their perspective and adds real value to their lives. That's how relationships are built.  

    Advisor Marketing Plan, Part 3 : Expand Your Reach and Influence With Kirk Lowe (Ep. 497)

    Play Episode Listen Later Dec 10, 2024 33:33


    Your marketing approach shouldn't just reach an audience. It should transform that reach into meaningful engagement, referrals, and partnerships.

    Advisor Marketing Plan, Part 2: Achieve Escape Velocity With Kirk Lowe (Ep. 496)

    Play Episode Listen Later Dec 3, 2024 34:54 Transcription Available


    Tune in for actionable advice on what to implement next — and why — including hosting webinars, setting up email sequences, engaging with niche associations, and connecting with your audience through relatable social media posts.

    Advisor Marketing Plan, Part 1: Building Your Foundation for Influence With Kirk Lowe (Ep. 495)

    Play Episode Listen Later Nov 26, 2024 28:40 Transcription Available


    What foundational steps should you take in the first year to build your influence through content marketing?

    How Aligning Life and Money Changes Everything With Dr. Preston Cherry (Ep. 494)

    Play Episode Listen Later Nov 19, 2024 14:41 Transcription Available


    We often talk about wealth and wellbeing interchangeably, as though they're the same thing. They're not. 

    Break the Cycle: How Advisors Can End Start-and-Stop Marketing for Good With Kirk Lowe (Ep. 493)

    Play Episode Listen Later Nov 12, 2024 36:56 Transcription Available


    Green light, red light, green light, red light.  

    Engage, Retain, and Grow: Using Behavioral Finance to Build Lasting Client Relationships With Brian Portnoy (Ep. 492)

    Play Episode Listen Later Nov 5, 2024 28:44 Transcription Available


    What if there was a way to make every client meeting feel more personal, engaging, and trust-building? 

    How to Use Behavioral Finance to Build Deeper Client Relationships With Dr. Daniel Crosby (Ep. 491)

    Play Episode Listen Later Oct 29, 2024 27:13 Transcription Available


    In our society, where financial comfort doesn't always translate to true well-being, your clients need more than just a numbers person. 

    How to Build Trust and Win Clients By Communicating With Intention With Joe Steuter (Ep. 490)

    Play Episode Listen Later Oct 22, 2024 31:56 Transcription Available


    Anyone can talk. But how good of a communicator are you? 

    Proven Strategies for Scaling Your Advisory Business and Enhancing Client Experience With Kristin Harad (Ep. 489)

    Play Episode Listen Later Oct 15, 2024 30:04 Transcription Available


    Get Noticed on LinkedIn Now: How To Spark More Conversations With Jessica Brown (Ep. 488)

    Play Episode Listen Later Oct 8, 2024 34:42 Transcription Available


    LinkedIn is the social media platform for professionals. And as someone offering professional services, you have a presence there. But leveraging its potential takes more than just being present. 

    From Best-Kept Secret to Industry Authority: Grow Your Influence with Proven Strategies With Kirk Lowe (Ep. 487)

    Play Episode Listen Later Oct 1, 2024 35:29 Transcription Available


    In this special replay episode of the Top Advisor Marketing Podcast, Matt Halloran and Kirk Lowe share how financial advisors can accelerate their influence – which they define as the ability to get people to like, know, and trust you – in order to grow your business and spend less time chasing prospects and more time doing what you do best: advising. 

    How to Build a Lead Magnet That Brings In Ideal Clients With Hillary Gale (Ep. 486)

    Play Episode Listen Later Sep 24, 2024 26:58 Transcription Available


    Use a lead magnet. You've heard that before. But are all lead magnets created equal, and can you cast your net far and wide with it? (Should you?) So many questions… How can you effectively attract and convert ideal clients using lead magnets and marketing funnels?

    Growth Through Niche Expertise: Strategies for Building a Referable Advisory Business With Brian Haney (Ep. 485)

    Play Episode Listen Later Sep 17, 2024 30:13 Transcription Available


    Question: How can you effectively build a niche-focused advisor brand that positions you as a thought leader and drives organic business growth? Answer: You start with this podcast episode. 

    Master Marketing With the Two-Toed Sloth Strategy With Kalli Fedusenko (Ep. 484)

    Play Episode Listen Later Sep 10, 2024 27:07 Transcription Available


    Channel your inner two-toed sloth. Bet that's the first time you've heard that advice. 

    The Power of Authenticity: How to Differentiate Your Advisory Firm with Alternative Investments With Shana Sissel (Ep. 483)

    Play Episode Listen Later Sep 3, 2024 27:38 Transcription Available


    How do you truly stand out in a crowded and competitive industry? 

    From Jockey to Financial Advisor: A Blueprint for Niche Success With Billy Peterson (Ep. 482)

    Play Episode Listen Later Aug 27, 2024 28:50 Transcription Available


    You've heard the advice a hundred times before, but knowing what to do is not the same as knowing how to do it.  So, how can you effectively leverage niche marketing and personal branding to grow your financial services firm and establish credibility with clients?

    Stop ‘Podcast Guessing’: How Advisors Can Succeed at Podcast Guesting With Tom Schwab (Ep. 481)

    Play Episode Listen Later Aug 20, 2024 32:42 Transcription Available


    Do you want to turn your podcast appearances into more business wins?  You shouldn't have to guess your way to success. Get insider tips on how to strategically attract your dream clients and grow your influence with guesting.

    Transitioning to Independence: How RFG Advisory Makes it Easier With Abby Salameh (Ep. 480)

    Play Episode Listen Later Aug 13, 2024 28:46 Transcription Available


    Thinking about transitioning to a new broker-dealer or becoming fully independent? You're not alone. Financial services is an industry constantly on the move. But what exactly do you need to consider and do?

    Momentum Marketing: How to Grow Your Business Like Your Clients Grow Their Portfolios (Ep. 479)

    Play Episode Listen Later Aug 6, 2024 34:58 Transcription Available


    To beat the market, you've got to buy and hold.  To win at marketing… you need to do the same thing. Marketing, like investing, should be approached with a long-term perspective, focusing on building "marketing equity" through consistent efforts that compound over time. It is NOT a quick fix. 

    How to Confidently and Compliantly Leverage Client Testimonials With Whit Lanier (Ep. 478)

    Play Episode Listen Later Jul 30, 2024 31:28 Transcription Available


    Pop quiz: Can advisors use client testimonials and online reviews as marketing tools while remaining compliant with SEC regulations?

    How One Advisor Turned His Travel Into a Business Asset With DeAndre Coke (Ep. 477)

    Play Episode Listen Later Jul 23, 2024 28:04 Transcription Available


    Quick question: Can having a seemingly unrelated "hobby" podcast actually benefit your financial services practice? Quick answer: You bet it can!

    Time is Money: Should You Outsource Your Podcast? (Ep. 476)

    Play Episode Listen Later Jul 16, 2024 39:11 Transcription Available


    Podcasting: to outsource, or not to outsource. That is the question.

    Attract Ideal Clients by Being Your Non-Negotiable You With Angie Wisdom (Ep. 475)

    Play Episode Listen Later Jul 9, 2024 25:46 Transcription Available


    Be your own loud. The non-negotiable you.

    Scale Your Practice and Reclaim Your Life With Stephanie Bogan (Ep. 474)

    Play Episode Listen Later Jul 2, 2024 28:11 Transcription Available


    Is it possible to experience exponential growth and still prioritize joy, freedom, and impact? 

    Stop Guessing: Craft a Winning Content Strategy By Surveying Your Clients With Hillary Gale Meehan(Ep. 473)

    Play Episode Listen Later Jun 25, 2024 27:01 Transcription Available


    You know you need a content strategy. But where do you begin? 

    How to Deepen Client Relationships and Help Families Thrive with Tim Volk (Ep 472)

    Play Episode Listen Later Jun 18, 2024 29:02 Transcription Available


    Are the ultra-wealthy just like the rest of us? Depends on whom you ask.  How can financial advisors better serve their clients by addressing the human element of wealth, particularly within ultra-high-net-worth families? They listen to Tim Volk. 

    How To Find and Maintain Strong Business Partnerships With Dana L. Wilson (Ep. 471)

    Play Episode Listen Later Jun 11, 2024 Transcription Available


    Financial services is a competitive industry. We all know that. But here's the thing: there are many seats at the table.  Amazing things can happen for your business when you collaborate with other professionals (think CPAs and estate planning attorneys). If you want tips on choosing the right partners and keeping all parties accountable, keep reading! 

    3 Ways To Prevent Podfade (Ep. 470)

    Play Episode Listen Later Jun 4, 2024 35:19 Transcription Available


    Many advisors start strong with their marketing but then struggle to keep the momentum going. With podcasting, it starts with missing one episode. Then, a couple more. Finally, the podcast comes to a complete standstill — aka podfade.

    How to (Finally) Get Your Content Marketing Off the Ground With Jorrell Bland (Ep. 469)

    Play Episode Listen Later May 28, 2024 Transcription Available


    You may see some advisors creating amazing content and think, “Ugh, I'll never get there.” Or maybe you believe you can get there one day, but procrastination always gets in the way. Either way, the problem seems to be getting started.

    Start a Podcast To Become the Go-To Advisor in Your Niche With Mark Hansen (Ep. 468)

    Play Episode Listen Later May 21, 2024 37:25 Transcription Available


    Let's say your clients are ecstatic to be working with you. They're so fired up about the problems you're helping them solve, that they're telling their neighbors, colleagues, and friends about you. But that's where it stops. Very few, if any, of these people reach out. How can you move them from neutral to drive?

    Designing Your Brand’s Emotional Impact With Josh Passler (Ep. 467)

    Play Episode Listen Later May 14, 2024 28:56 Transcription Available


    Financial advisors offer many of the same products and services. So what sets one apart from another?

    How Advisors Can Leverage Podcasting to Connect, Educate, and Grow With Jane Mepham (Ep. 466)

    Play Episode Listen Later May 7, 2024 28:09 Transcription Available


    Can anyone launch and leverage a podcast for business growth and authority? 

    How to Help Your Client's Adult Kids Figure Out Their Financial Future With Brian Ursu (Ep. 465)

    Play Episode Listen Later Apr 30, 2024 28:43 Transcription Available


    Millennials and Gen Zs are often left wondering “Now what?” after receiving their first big paycheck or a windfall of money.  How can we empower younger generations to make confident and smart financial decisions?

    Transform Lackluster Events into Memorable Moments With Angela York and Elyse Stoner (Ep. 464)

    Play Episode Listen Later Apr 23, 2024 29:37 Transcription Available


    Some advisor events are forgettable and yield no results, while others leave clients raving and referring. What's the difference? Successful events have a rock-solid plan

    Why the Best Experts Aren't Afraid To Say “I Don't Know” With Maggie Jackson (Ep. 463)

    Play Episode Listen Later Apr 16, 2024 26:46 Transcription Available


    Have you ever been in a client meeting where you hesitated to say "I don't know," so you gave a half-baked answer that you wished you hadn't? In reality, being unsure can be a strength — when channeled effectively.

    Avoid Costly Mistakes & Build Your Marketing Foundation First With John Wernz (Ep. 462)

    Play Episode Listen Later Apr 9, 2024 28:32 Transcription Available


    You know what marketing is, right? But what about the difference between foundational and growth marketing? 

    How Storytelling Builds Unbreakable Client Relationships With John Bucher (Ep. 461)

    Play Episode Listen Later Apr 2, 2024 30:35 Transcription Available


    We all love a good story. In fact, we're hardwired for it. But how can advisors use storytelling to create stronger connections, build trust, and more effectively guide their clients?

    Discover the Language of Referrals With Bill Cates (Ep. 460)

    Play Episode Listen Later Mar 26, 2024 28:11 Transcription Available


    Are you struggling to get valuable referrals from your clients?  Have you tried the power of introductions? 

    Write a Book and Stop Chasing Prospects (It's Surprisingly Easy!) With Paul McManus (Ep. 459)

    Play Episode Listen Later Mar 19, 2024 28:06 Transcription Available


    Have you ever considered using a book to elevate your credibility and influence? 

    How To Get More Clients and Turn Them Into Raving Fans With Jack Martin (Ep. 458)

    Play Episode Listen Later Mar 12, 2024 27:59 Transcription Available


    How can financial advisors significantly grow their business in a competitive market while providing exceptional client experiences? By starting with this podcast. 

    Building a More Inclusive Financial Services Industry With Sheryl Hickerson (Ep. 457)

    Play Episode Listen Later Mar 5, 2024 28:11 Transcription Available


    We know that inclusion, equity, and diversity are important. But why?  Why do diversity, equity, and inclusion (DEI) matter in financial services? And how can we make this industry a more welcoming space for women and people of color?

    Insider Secrets for Accelerating Growth With Jon Kuttin (Ep. 456)

    Play Episode Listen Later Feb 27, 2024 32:41 Transcription Available


    What are some proven tactics and strategies that advisors can employ to accelerate growth and achieve their goals? 

    Top 5 Concerns That Stop Advisors From Podcasting — And How to Solve Them! With Kirk Lowe (Ep. 455)

    Play Episode Listen Later Feb 20, 2024 28:28 Transcription Available


    Struggling to get your podcast off the ground? We get it! 

    The Most Important Page You're Ignoring on Your Website With Manda Szewczyk (Ep. 454)

    Play Episode Listen Later Feb 13, 2024 31:12 Transcription Available


    Pop quiz: what's the most visited page on your website?  It probably won't surprise you to know it's the homepage. But what about the second most visited? Any guesses? It's your About Page. 

    How to Earn the Right Podcast Appearances — and Truly Deliver! With Chloé Moore (Ep. 453)

    Play Episode Listen Later Feb 6, 2024 26:56 Transcription Available


    Anyone can be a guest on other people's podcasts. But not everyone is a great guest or appears on the right podcasts.  But that's a skill set that can be learned. 

    Navigating the Advisor’s Journey to Independence With Chuck Failla (Ep. 452)

    Play Episode Listen Later Jan 30, 2024 33:47 Transcription Available


    If you're considering breaking free and going the independent route, this episode is a can't-miss. 

    Proven Marketing Strategies for Today's Growth-Minded Advisors With Diana Cabrices (Ep. 451)

    Play Episode Listen Later Jan 23, 2024 26:13 Transcription Available


    Feeling frustrated that your marketing isn't working? Just 30 minutes of listening to this episode can change your business! 

    How To Seize the Unbelievable 401(k) Opportunity for Advisors With Rebecca Hourihan (Ep. 450)

    Play Episode Listen Later Jan 16, 2024 25:12 Transcription Available


    Quick question for you: what percentage of advisors are retirement plan advisors in the United States? Less than 3%. 2.3% to be precise. But the retirement plan market is booming, with assets expected to double by 2033, and 2.5 million new plans starting soon. This translates to 51 million new retirement savers and huge potential for advisors who can capture a piece of the pie.

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