Podcasts about top advisor marketing

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Best podcasts about top advisor marketing

Latest podcast episodes about top advisor marketing

Podcast Growth Hacks
How Matt Halloran Grew His Podcast by Paying Attention to His Audience and Consistently Giving Them Value

Podcast Growth Hacks

Play Episode Listen Later Apr 5, 2023 41:16


In this episode, we chat with Matt Halloran, host of the Top Advisor Marketing podcast to learn how Matt grew his podcast by focusing on a niche, in his case, financial advisors, and by consistently adding value to his audience.

Bridging The Gap
The Power of Podcasts To Amplify and Expand Your Influence with Matt Halloran

Bridging The Gap

Play Episode Listen Later Mar 22, 2023 38:40


On this episode of Bridging The Gap, we're joined by Matt Halloran, CRO and Co-Founder of Proudmouth and Co-Founder and podcast host of his podcast, “Top Advisor Marketing” with advisorconnectX. Matt shares a variety of marketing tips, including leveraging social media and client marketing, the importance of podcasting, and marketing to your niche. We also dive into marketing tactics to strengthen your platform, and what advisors need to be careful about when it comes to managing their social media channels. Elevate your marketing game with tips from this episode!Matt Halloran Bio:Co-Founder & CRO, ProudMouthImagine what your business would be like if you didn't have to chase prospects!Matt Halloran and Kirk Lowe co-founded ProudMouth to help you sell less and advise more by amplifying your influence over a growing audience of magnetically attracted fans who'll chase you down instead. To date, their team has produced over 4K podcast episodes and over 50K social media posts in one of the most highly regulated industries –– financial services.A former business and life coach to top advisors, Matt has helped advisors understand how to create trust and build rapport before they've ever even met a prospect or center of influence. He has studied the way people communicate for over 20 years, has been featured in The Wall Street Journal as an expert in digital communication, and is also an author of “The Social Media Handbook for Financial Advisors” –– the first social media book dedicated to financial services! He has now combined his extensive knowledge and expertise in business and coaching with one of his passions: podcasting.Matt has hosted and been on over 1,000 podcasts. He's also the host of ProudMouth's podcasts, the Top Advisor Marketing Podcast, where he shares marketing strategies tailored for advisors and connects with top industry leaders, and Be Your Own Loud, which features amazing people who've gained influence by being unapologetically themselves.LinkedIn: https://www.linkedin.com/in/matthalloranpm/Twitter: MattHalloran_Website: Homepage - ProudMouthFollow Us And Find More Content For Financial Advisors and Wealth Management Firms At:www.mattreiner.comYouTubeTwitterLinkedInMentioned in this episode:Benjamin

Your Business Your Life
35. Seeing the Greater Vision Through an Outside Perspective with Aric Johnson

Your Business Your Life

Play Episode Listen Later Sep 17, 2021 28:03


More often than not, business owners get buried in the grind of things which can make it difficult to see what could go wrong. Unfortunately, they only realize what they've overlooked when the problems start to arise right in front of them. In this episode, join Matt DiFrancesco and Aric Johnson, President & CEO of AXIS Coaching and Consulting, Voice Talent at ProudMouth & Host of The Real F.B.I. Podcast, discuss how looking at a business from a unique perspective is crucial to a business's success. Aric talks about: How Aric's experience in Boys Town led him to a career in coaching Why people should consider their business as a vocation Why working harder can be counter-intuitive The things that hold business owners back from success The value of working with a mentor/coach How Aric's faith is helping him in his business ...and more Resources: Axis Coaching and Consulting https://axiscoaching.net/ The Real F.B.I. Podcast https://therealfbi.blubrry.net/ Connect With Aric Johnson: https://axiscoaching.net/ LinkedIn: Aric Johnson Connect With Matt DiFrancesco: matt@highliftfin.com (814)201-5855 LinkedIn: Matt DiFrancesco LinkedIn: High Lift Financial Facebook: High Lift Financial About Our Guest: Aric Johnson is a business coach, podcast coach, and producer. His 15 years of experience with teaching, coaching, and consulting has led him to start a coaching program with one focus: Help Christian business owners grow in every area of their business, personal life, and spiritual life. As the CEO and President of AXIS Coaching and Consulting, he works with small businesses from all walks of life. He is also the VP of Advisor Development at Christian Wealth Management where he works with men and women of God who choose to stand on Biblical principles in their businesses. In addition to that, he also works as a voice talent for Top Advisor Marketing where he is able to use his God-given gifts to help give a voice to advisors nationwide.

Duncan MacPherson - From the Field
Top Advisor Marketing Podcast ft. Duncan MacPherson

Duncan MacPherson - From the Field

Play Episode Listen Later Jul 5, 2021 26:47


Attention advisors! It's time to re-introduce yourself to your favorite clients so they understand and appreciate your value completely! Duncan joins Matt Halloran on the Top Advisor Marketing Podcast. Join them as they discuss several ways to rejuvenate your client relationship and reinforce your value proposition through rebranded meetings and proven marketing strategies for today's advisors. You will learn: How to use strategic, agenda-driven meetings to elevate the client experience  What outcome advisors are seeing from rebranded client meetings The difference between stewardship and salesmanship Why elite financial professionals choose to outsource 4 3 essential keys to making a video that clients will love and remember 5 How to develop a process-driven approach to attract more clients And more! Listen now to learn how to rebrand your meetings so you can stay top-of-mind with your ideal clients and highly referable!

Be Your Own Loud
2. How to Create a Cult Brand With Rob Howard

Be Your Own Loud

Play Episode Listen Later Jan 28, 2021 44:40


When you're able to instill a high sense of affinity and allegiance among your ideal audience, a cohesive community starts to form around your brand. That's the basis of what today's guest refers to as a “cult brand.” In this episode, Matt and Kirk are joined by Rob Howard, a brand rehabilitation specialist who played a pivotal role in our rebranding journey from Top Advisor Marketing to ProudMouth. Join them as they explore the key principles that are the essence of every cult brand and uncover the formula for the perfect positioning strategy. You will learn: The importance of niche marketing –– and reasons to stop trying to appeal to everyone Ways to develop a relatable persona and build a strong relationship with your prospects How every brand can implement cult branding, regardless of their size The underrated benefits of outsourcing And more! Tune in now to learn how you can create your own cult brand that your clients adore! Resources:  ProudMouth | Matt Halloran on LinkedIn | Kirk Lowe on LinkedIn | Influence Accelerator Academy | Rob Howard on LinkedIn |The Fix by Chris Kneeland, Ryan Gill, and Rob Howard  | TED Talks: How I Discovered the Black Art of Cult Branding | Communo | Cult Collective | The Gathering Summit

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Duncan MacPherson - From the Field
Top Advisor Marketing Podcast ft. Duncan MacPherson

Duncan MacPherson - From the Field

Play Episode Listen Later Dec 22, 2020 26:47


Attention advisors! It's time to re-introduce yourself to your favorite clients so they understand and appreciate your value completely! Duncan joins Matt Halloran on the Top Advisor Marketing Podcast. Join them as they discuss several ways to rejuvenate your client relationship and reinforce your value proposition through rebranded meetings and proven marketing strategies for today's advisors. You will learn: How to use strategic, agenda-driven meetings to elevate the client experience  What outcome advisors are seeing from rebranded client meetings The difference between stewardship and salesmanship Why elite financial professionals choose to outsource 4 3 essential keys to making a video that clients will love and remember 5 How to develop a process-driven approach to attract more clients And more! Listen now to learn how to rebrand your meetings so you can stay top-of-mind with your ideal clients and highly referable!

Live a Life By Design
Episode 88: The Importance Of Coaching And Being Unique

Live a Life By Design

Play Episode Listen Later Nov 30, 2020 43:04


Do you ever wonder why certain individuals make life look effortless and successful while you drudge along?  In this episode Jimmy interviews Matt Halloran of Top Advisor Marketing to share the importance of coaching in the development of your full potential. You will learn insight into: • Why you need a coach to become your best self. • What areas of life a coach may help you improve. • How to gain respect and attention in your career by storytelling and being unique in your approach to service. • Why it is important that you stop selling and start serving people. • How to use momentum to continue your growth as a professional and person in life. Thank you for subscribing to the podcast!  Please leave a rating and review on iTunes by clicking here:  https://podcasts.apple.com/us/podcast/live-a-life-by-design/id1458394765. Living life on your terms is the ideal lifestyle!  To help you achieve greatness in the form you desire, place "Listen to Live a Life by Design Podcast" on your weekly to-do list every Monday.  Each episode is loaded with helpful, practical and insightful tips, hacks, and strategies to accomplish your goals. A full transcript of this episode can be found at:  https://livealifeby.design/podcast/importance-of-coaching-and-being-unique/. Additional resources to help you with implementation, or to learn more on the subject, of business and personal coaching mentioned in this episode can be found by clicking:  https://livealifeby.design/resource/book/.   To sign up for the FREE newsletter to gain greater clarity and insight to Living your Life by Design, go to  https://livealifeby.design/ and click the "Subscribe" button at the bottom of the page.  Subscribe today to give yourself something that provides you growth and opportunity to yield your Bigger, Better and Bolder YOU! The podcast is available on other platforms: • If you enjoy using Google Podcasts, click here:  https://podcasts.google.com/?feed=aHR0cDovL2ZlZWRzLnNvdW5kY2xvdWQuY29tL3VzZXJzL3NvdW5kY2xvdWQ6dXNlcnM6NTA3Mzk0MTgyL3NvdW5kcy5yc3M • If you prefer to listen to the podcast on Spotify, click here:   https://open.spotify.com/show/6oDHaMCCvoEutZ1Ac9Lqm4 • Listen to the podcast on Amazon Music, click here:  https://music.amazon.com/podcasts/bae20f5b-2d92-4584-ad59-41f09b550494/Live-a-Life-By-Design To follow Jimmy's blog pertaining to all things in life that are most important, click here:   https://livealifeby.design/living-a-life-by-design-blog/

Top Advisor Marketing Podcast
Episode 262 – How To Be a Podcast Host That People Adore: Secrets From a Professional Host –– With Aric Johnson

Top Advisor Marketing Podcast

Play Episode Listen Later Oct 1, 2020 29:12


Are you thinking about starting your own podcast? Or, maybe you’re interested in boosting your podcast hosting skills.  Either way, you’re in for a treat! Today, Matt speaks with Top Advisor Marketing’s professional podcast host Aric Johnson. Aric reveals what it takes to get listeners excited about your podcast, interviewing techniques that make listeners hang on your every word, how to promote your podcast, and more!  In this episode, you will learn: Questions to ask yourself before starting a podcast Four exclusive tips on how to instantly become a good podcast host Which interviewing techniques Aric swears by The biggest mistakes that podcast hosts make A new way to introduce yourself to centers of influence and prospects And more! Tune in to learn how to become a podcast host that your audience adores! Resources: Top Advisor Marketing | Aric Johnson on LinkedIn Brought to you by: Iris.xyz

Top Advisor Marketing Podcast
Episode 259 – What Facebook, LinkedIn, and Twitter Launched Once COVID-19 Hit –– With Julia Ritchie

Top Advisor Marketing Podcast

Play Episode Listen Later Sep 17, 2020 25:30


Major social media platforms have been quick to release features that help people adapt to working from home and avoid misinformation during COVID-19.  In addition to being helpful during a stressful time, these new features could make advisor marketing easier. Today, Matt talks to Julia Ritchie of Top Advisor Marketing about the updates that Facebook, LinkedIn, and Twitter launched during the early stages of COVID-19. They walk you through each new feature and explore how advisors can use them to their marketing advantage.  In this episode, you will learn:   How Facebook is keeping users informed during COVID-19 About Facebook’s new virtual meeting capabilities How each platform is combating the spread of misinformation  What email-inspired feature LinkedIn rolled out for premium users What new LinkedIn feature offers an easy alternative to webinars What new Twitter feature can help advisors be more present on this platform without taking extra time And more! Tune in now to learn about new features on Facebook, LinkedIn, Twitter! Resources:  Top Advisor Marketing | Julia Ritchie on LinkedIn | Blog: What’s New on Social Media (Q2) | Full Report: What’s New on Social Media (Q2)    Brought to you by: iris.xyz 

covid-19 launched ritchie top advisor marketing
Breakthrough Advisor
Episode 9 – How to Grow Your Financial Practice – With Matt Halloran

Breakthrough Advisor

Play Episode Listen Later Sep 9, 2020 27:34


While you might have countless ideas on how to improve your advisory practice, how can you actually put those ideas into practice to bring about real change? In this episode, discover how you can grow your practice with key tips and tricks from Top Advisor Marketing's CEO, Matt Halloran. From expanding your financial practice to … Continue reading Episode 9 – How to Grow Your Financial Practice – With Matt Halloran →

Top Advisor Marketing Podcast
Mini-Series: How to Use Your Video as a Marketing Tool –– With Laura Garfield And Sharon Gottula of Idea Decanter – Part 3

Top Advisor Marketing Podcast

Play Episode Listen Later Jul 2, 2020 26:22


Once you’ve shot your video, it’s time to get this new content in front of your audience. In part three, Matt talks to Laura Garfield and Sharon Gottula of Idea Decanter about how to get the most marketing mileage out of your video. Laura and Sharon unpack four marketing steps and explain how to execute them in ways that are measurable for you and highly appealing and accessible to your audience.  In this episode, you will learn:   How to prevent YouTube from suggesting other people’s “up next” videos to your audience How to decide where to post your videos How to email your videos without sending a big file Best practices for posting videos on social media How to track the success of your videos And more! Tune in now to learn four proven ways to market your video! Special offer for our listeners: Get Idea Decanter’s free guide: “Six Steps to Attract New Clients With a Video.” Email Laura Garfield with “Top Advisor Marketing” as the subject, and she will send you a copy! Resources: Top Advisor Marketing | Idea Decanter | Laura Garfield on LinkedIn | Sharon Gottula on LinkedIn Brought to you by: iris.xyz

The Advisor Advancement Podcast Network
16 Ways From Sunday Ep. 22 Matthew Halloran: On Financial Advisor Podcasting

The Advisor Advancement Podcast Network

Play Episode Listen Later Jul 2, 2020 39:55


In this episode of 16 Ways from Sunday, Mark Mersman interviews Matt Halloran, Partner and Podcasting Expert with Top Advisor Marketing. This episode is all about podcasting for financial advisors. Matt shares tips, tricks, and best practices to consider if you're a financial professional who is looking to add podcasting to your marketing mix.      

16 Ways from Sunday
Ep. 22 Matthew Halloran: On Financial Advisor Podcasting

16 Ways from Sunday

Play Episode Listen Later Jun 30, 2020 39:55


In this episode of 16 Ways from Sunday, Mark Mersman interviews Matt Halloran, Partner and Podcasting Expert with Top Advisor Marketing. This episode is all about podcasting for financial advisors. Matt shares tips, tricks, and best practices to consider if you’re a financial professional who is looking to add podcasting to your marketing mix.  

Top Advisor Marketing Podcast
Episode 226: The New Reality for Financial Advisors –– With Doug Heikkinen

Top Advisor Marketing Podcast

Play Episode Listen Later Apr 2, 2020 42:22


Have you started changing the way you communicate with clients? Do you have a fine-tuned value proposition that articulates your unique expertise? In this episode, Matt and Kirk speak with Doug Heikkinen, founder of Iris.xyz, a media platform dedicated to helping advisors become better in business and life. Together, they give advisors action items for shifting into another gear to excel in the midst of the bear market and COVID-19 pandemic.  In this episode, you will learn: How much time to dedicate to client communication on a daily basis Remote-work practices that the Top Advisor Marketing team swear by Value-proposition questions for business owners to reflect on right now Why it is so important to accept change and not fear it And more! Tune in now to hear action items that can help advisors shift gears to succeed in our new reality. Resources:  Top Advisor Marketing | 5 Steps to Creating a Powerful Value Proposition | Iris.xyz | Asana Brought to you by: Iris.xyz

Top Advisor Marketing Podcast
10 Mins with TAM – COVID -19 – Remote Work Options

Top Advisor Marketing Podcast

Play Episode Listen Later Mar 20, 2020 6:57


Remote work might not be an option for every person. Is there a way to work safely at your physical office? Our COO, Lisa Ferguson, is here with solutions that your team can use right away. Top Advisor Marketing

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Between Now and Success
Bonus Episode: Enhancing Your Discovery Process by Becoming a Better Biographer

Between Now and Success

Play Episode Listen Later Mar 2, 2020 32:55


On this special bonus podcast episode, I'm doing something I've never done before: republishing someone else's podcast. I think you're really going to enjoy this episode of the Top Advisor Marketing Podcast, hosted by Matt Halloran and featuring guest Mitch Anthony. This was a really fun listen for me because I go back a long way with both of these guys. Matt was one of the best coaches we had when I was running Peak Advisor Alliance. And Mitch is my business partner in ROL Advisor, our online platform that's helping advisors refocus the planning conversation on people's lives, not just their money. And that idea is at the heart of Mitch's conversation with Matt. They do a real deep dive into how advisors can use the discovery process to reveal the client's story and understand how significant life experiences have shaped the client's relationship to money. In addition to discussing how ROL Advisor builds out that initial storytelling into an engaging client experience, Mitch and Matt also talk about: How to guide clients towards an empowering decision-making mindset that makes them feel more in control of their planning. What kinds of questions you can ask to help clients connect their means to a sense of meaning. Why dialogue is more powerful than monologue. What the true purpose of money is. How to get more comfortable and more adept at helping clients manage the emotional side of financial life transitions. How to pull all of the above together to create a value proposition that's truly valuable to clients and prospects. A big thanks to Matt Halloran and the team at Top Advisor Marketing for letting me share this insightful conversation.

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The Resilient Advisor
EP 98 - How To Quickly Become A Micro Influencer With Matt Halloran

The Resilient Advisor

Play Episode Listen Later Jan 29, 2020 21:40


Matt Halloran of Top Advisor Marketing shares his strategies for becoming a micro-influencer.   Matt Halloran is a branding, social media and podcasting expert for financial advisors. He has over 20 years of industry experience, is the author of “The Social Media Handbook for Financial Advisors” and co-host of the podcast Top Advisor Marketing.   Matt's previous appearance on the podcast: https://www.jaycoulter.com/post/halloran

The Ultimate Advisor Podcast
30 - How To Become A Micro-influencer With Matt Halloran

The Ultimate Advisor Podcast

Play Episode Listen Later Nov 20, 2019 31:19


In this episode of The Ultimate Advisor Podcast, we take a pause from our 12 part series for a very special interview with Matt Halloran of Top Advisor Marketing. Matt is also a podcasting guru and the author of “The Social Media Handbook for Financial Advisors”. We discuss the ways you can elevate and upscale your business through differentiation, owning your marketing niche, avoiding “shiny object syndrome”, and podcasts. So, push PLAY and join us as we guide you down the right path to having more success in your financial services practice! Download Matt's FREE white paper that walks you through how to start a podcast of your own! Seriously... every step is right here from recording to posting publicly! Matt Halloran - The Social Media Handbook for Financial Advisors UltimateAdvisorPodcast.com UltimateAdvisorMasterMind.com

Duncan MacPherson - From the Field
Top Advisor Marketing Podcast - Total Client Engagement

Duncan MacPherson - From the Field

Play Episode Listen Later Oct 10, 2019 37:12


Matt Halloran and Duncan MacPherson dive into the changing philosophy of advisor mindsets, along with the evolving process involved being a quality financial advisor. Duncan offers an extensive understanding of these changing practices, along with reliable content you can execute in your current practice to ensure you're working towards your future self. If you want to be satisfied with your business, and have satisfied clients, you need to be practicing TOTAL CLIENT ENGAGEMENT. Duncan's revolutionary system for considering client satisfaction may be the key to turning around your business. Listen today!

Duncan MacPherson - From the Field
Top Advisor Marketing Podcast - Total Client Engagement

Duncan MacPherson - From the Field

Play Episode Listen Later Oct 10, 2019 37:12


Matt Halloran and Duncan MacPherson dive into the changing philosophy of advisor mindsets, along with the evolving process involved being a quality financial advisor. Duncan offers an extensive understanding of these changing practices, along with reliable content you can execute in your current practice to ensure you're working towards your future self. If you want to be satisfied with your business, and have satisfied clients, you need to be practicing TOTAL CLIENT ENGAGEMENT. Duncan's revolutionary system for considering client satisfaction may be the key to turning around your business. Listen today!

Top Advisor Marketing Podcast
Episode 200 – Top Things We Have Learned in 200 Episodes

Top Advisor Marketing Podcast

Play Episode Listen Later Oct 8, 2019 36:10


Today’s episode marks a special occasion for the Top Advisor Marketing team. It’s the 200th episode our Top Advisor Marketing Podcast!  We couldn’t be more proud and motivated to share what we have learned along the way. There are many variables in play when doing a podcast. There are technical, production, marketing, and even emotional aspects to consider. So how can you make sure your podcast lasts for 200 episodes and beyond — and brings you and your company success? Join your hosts, Matt Halloran and Kirk Lowe, as they share valuable lessons about their podcasting journey. In this episode, you’ll learn: The most important elements to having a successful podcast Factors that can affect the quality of your recording Why podcasting has been the best long-term investment for Top Advisor Marketing Common podcasting mistakes you should avoid And more!  Tune in now and learn tips to make your podcasting experience more fun, efficient, and successful.  Resources: Top Advisor Marketing  Brought to you by: Iris.xyz

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Better conversations. Better outcomes. | Presented by BMO Global Asset Management
88 Modern marketing: Components of an advisor marketing strategy

Better conversations. Better outcomes. | Presented by BMO Global Asset Management

Play Episode Listen Later Sep 3, 2019 31:23


As a financial advisor, you have a lot of responsibilities in managing your clients. At times you might not even feel like you have the time and resources to shift your priorities to grow your business further.  Enter Matt Halloran, CEO of Top Advisor Marketing. Matt’s mission is to help businesses “rise above the noise” with a digital marketing strategy built on focused, custom content creation.  Today we’re talking with him to learn the most important tips about developing a marketing strategy. For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/modern-marketing-components-of-an-advisor-marketing-strategy/.

Top Advisor Marketing Podcast
Episode 191 – What does it take to build a million-dollar company?

Top Advisor Marketing Podcast

Play Episode Listen Later Aug 15, 2019 36:48


In today’s episode, Matt Halloran and Kirk Lowe discuss how they merged their businesses and experiences together and founded Top Advisor Marketing. Here, they share the ins and outs of their journey towards becoming a million-dollar company. Join Matt and Kirk as they go through some of the steps that helped them successfully develop their thought-leadership and company, and the lessons they have learned along the way. In this episode, you’ll learn: How they became Top Advisor Marketing What they have learned from their biggest mistakes Strategies they have put in place to advance their business How they have adjusted to the challenges of managing a growing business And so much more! Tune in now and find out more about Top Advisor Marketing and learn some tips you can also apply to your growing business. Resources: Top Advisor Marketing  Brought to you by: Iris.xyz

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Becoming Referable Podcast
Matt Halloran on Micro-Influencing

Becoming Referable Podcast

Play Episode Listen Later May 30, 2019 32:46


Matt Halloran is CEO and the voice of Top Advisor Marketing. He has worked in financial services for over 20 years as a life and business coach, financial branding and social media expert, along with writing, speaking and hosting a popular podcast. He is […] The post Matt Halloran on Micro-Influencing appeared first on Becoming Referable.

Spot On Insurance
Ep. 113: Matt Halloran: 99 Best Ideas to Accelerate Your Agency Revenue

Spot On Insurance

Play Episode Listen Later May 21, 2019 41:36


Matt Halloran is a Partner and CEO at Top Advisor Marketing, a company that helps its clients improve their communication and marketing strategies across social media and the podcast space. He has over 20 years of experience as a certified life and business coach within the financial services industry before pivoting his focus to financial branding, podcasting, and social media marketing. He is the co-host of the Top Advisor Marketing podcast and author of multiple books including The 99 Best Ideas, a business consulting book that offers 99 ideas to help financial advisors market their businesses. Today, Matt joins us to describe how he found his passion for marketing and the roads that led him to where he is today. He explains how he discovered the financial services industry and discusses the moment that made him pursue a career in business coaching.  He also shares the biggest challenges his client’s face, how he helps them overcome these challenges, and the unique ideas readers will get from his book. “Just because you have a niche, doesn't mean you can't sell outside the niche.” - Matt Halloran Today on Spot On Insurance: His life as a young student and the road that led him to join the army. Why being color blind changed his career trajectory. Where he learned about financial services. The changes society needs to make when it comes to the educational system. His inspiration for taking on the mantle of a business coach for 20 years. The biggest challenges his clients have when it comes to podcasting. His top 10 best ideas when it comes to marketing. Technological opportunities available to the current industry. Key Takeaways: Knowing yourself is the greatest journey any human can take. Life is long, but you have to live it as much as you possibly can while you’re here because every day's a gift. Resources Mentioned: Ron Carson WealthVest Connect with Matt Halloran: Top Advisor Marketing Top Advisor Marketing Podcast The 99 Best Ideas book The Social Media Handbook for Financial Advisors book LinkedIn This episode was brought to you by….. Insurance Licensing Services of America (ILSA), America’s Premier Insurance Compliance and Licensing experts. To learn more about ILSA and their services, visit ILSAinc.com. Connect, Learn, Share Thank you for joining us on this week’s episode of Spot On Insurance. For more resources and episodes, visit SpotOnInsurance.com. Subscribe so you never miss an episode. Love what you’re learning, Spot Light your review on iTunes and share your favorite episodes with friends and colleagues!

Top Advisor Marketing Podcast
Ep 160 – The Decommodification of Your Services with Kirk Lowe

Top Advisor Marketing Podcast

Play Episode Listen Later Apr 30, 2019 25:11


Today Matt shares the mic with Top Advisor Marketing's Brand Guy, Kirk Lowe, to discuss one of the most important factors to separating yourself from your competition - decommodification. With any service you're forever fighting the fact that there is always someone cheaper. Price tags commodify who we are and what we do in a way that can make our businesses and our brilliance feel small. And it's easy as a business provider to blame your investors or clients for failing to understand just how impactful your services can be. Making them more than just a price tag. Kirk and Matt dive into how you can break down your services and prove your worth to incoming clients, AKA decommodifying your offering so that your ideal client understands who you are, what you do, and what makes your truly unique and different. If you're ready to show your ideal client the true worth of your services, be sure to tune in today! Links: There is Always Someone Cheaper |

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Top Advisor Marketing Podcast
Ep 155 – Defining Global Leadership with Jodi Morris

Top Advisor Marketing Podcast

Play Episode Listen Later Apr 11, 2019 27:10


On today's episode of Top Advisor Marketing, we're stepping away from the US economy to look at the big picture of global connection and wealth. Your host Matt welcomes Jodi Morris, founder of Connecting Growth Globally, to discuss what it takes to develop global leadership and how it's possible to connect your global growth. Jodi's mission in her work is to help motivated, curious, globally-minded individuals and teams define and harness their values, strengths and story to better maximize their life impact. Her two main avenues to achieve this is Success Coach and Global Leadership Trips. In an industry where people often feel they're unable to be themselves, Jodi's work enables financial service professionals to add the WHY to their business model and professional lives. If you're interested in learning more about global leadership, or how your business model could benefit from a bit more WHY be sure to listen in today! Links: Jodi Morris LinkedIn | Connecting Growth Globally |

Top Advisor Marketing Podcast
Ep 147 – Tips to Creating Your Marketing Calendar with Kaley Lewis

Top Advisor Marketing Podcast

Play Episode Listen Later Mar 15, 2019 33:25


Your host Matt Halloran is welcoming back a returning guest and one of Top Advisor Marketing's very own Kaley Lewis to discuss how you can create timely and engaging marketing calendars. The two social media veterans discuss the value in adding timely and sometimes humorous posts to your regular social media calendar, how you can use an annual structure to create content for your podcast or blog, and some of their favourite "days" to celebrate. Let Matt and Kaley help you build your marketing calendars by listening in today! Links: Kaley Lewis LinkedIn | Tips For Creating Engaging and Timely Marketing Calendars

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Top Advisor Marketing Podcast
Episode 144 – Social Media Changes of 2019 with Julia Ritchie

Top Advisor Marketing Podcast

Play Episode Listen Later Mar 5, 2019 20:10


Your host Matt Halloran welcomes one of Top Advisor Marketing's very own Julia Ritchie back to the mic today to dive into what's happening in social media! Julia is one of our social media specialists at Top Advisor Marketing and one of her primary focuses is keeping us current with the ever evolving changes that are happening on your social platforms. One of our top priorities for our clients is to please the algorithm with every post we make, and with Julia's help we're able to stay on top of those changes. In today's episode Julia and Matt discuss some of the big changes we've seen since the start of 2019, and what you as advisors, lawyers, or business owners can be doing to stay proactive on your social media. Tune in today to keep your engagement high and social media successful! Links: Julia Ritchie LinkedIn | Social Media Changes Report 

Top Advisor Marketing Podcast
Ep 136 – The Man Behind the Voice with Aric Johnson

Top Advisor Marketing Podcast

Play Episode Listen Later Feb 5, 2019 20:48


To welcome in a new month, your host Matt Halloran is featuring one of his team mates and long time friends, Aric Johnson. Some of you may recognize Aric as the host of several of our Top Advisor Marketing client podcasts, but his work goes beyond our microphones. Aric is a business coach/consultant, the VP of Advisor Development at Christian Wealth Management, and a professional speaker. Aric brings all that experience to our clients at Top Advisor Marketing, and directs so that they can bring their best self and provide optimal information and guidance to their audience. If you've ever been curious about what it takes to be an incredible podcast host, or how we make podcasting work here at Top Advisor Marketing, be sure to tune in today! Links: Aric Johnson LinkedIn |

Top Advisor Marketing Podcast
Ep 129 – The Freedom Practice with Craig Hersch

Top Advisor Marketing Podcast

Play Episode Listen Later Jan 10, 2019 31:40


Today were changing a few things up on Top Advisor Marketing podcast! Our host Matt Halloran is joined by estate planning attorney Craig Hersch! Craig is the creator of the Freedom Practice - a practice management program for estate planning attorneys to help them grow their practice. These unique tactics don't just apply in the world of law, but can help you make your practice fundamentally unique and different! Craig is an expert at what he does, and hosts his own podcast along with being an editor at Trusts & Estate Magazine and a contributor to wealthmanagement.com. Be sure to listen in today and learn how you can create growth in your own practice! Links: 4GameChange Podcast | Craig Hersch LinkedIn| Common Cents Estate Planning: Practical Advice You Should Consider With Your Attorney, CPA and Financial Advisor

Top Advisor Marketing Podcast
MarketCounsel Summit Series: Build a Thriving Independent Business with Craig Butler and Craig Stuvland

Top Advisor Marketing Podcast

Play Episode Listen Later Dec 20, 2018 30:17


Top Advisor Marketing is here with another interview from the MarketCounsel Summit in Las Vegas! Meet Craig Butler and Craig Stuvland of Tru Independence. They’re in the business of transforming disgruntled employees into satisfied business owners. Their team provides an unmatched amount of support to wirehouse advisors by serving as their middle and back office. Tune in now to learn about their unique service! Resources: Tru Independence | MarketCounsel Summit

Adviser 2.0
Intelligent Adviser Podcast: Episode 11

Adviser 2.0

Play Episode Listen Later Dec 3, 2018 20:25


Robin Powell interviews Matt Halloran, a marketing consultant specialising in the financial advice and planning sector. The company he co-founded, Top Advisor Marketing, works with advisers across the US and Canada on their branding, content and social media. In this interview, Matt discusses the value of having a niche and producing content specifically aimed at that particular section of the market. He also stresses the importance of perseverance, and explains how many advice firms fail to build an audience because they give up far too soon.

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Top Advisor Marketing Podcast
Ep 126 – Being a Category of One with Joe Calloway

Top Advisor Marketing Podcast

Play Episode Listen Later Nov 29, 2018 28:14


On this episode of Top Advisor Marketing, Matt Halloran welcomes Joe Calloway to discuss one of his many books, Becoming A Category of One: How Extraordinary Companies Transcend Commodity And Defy Comparison. Joe helps leaders focus on what is truly important, inspires new thinking about effective leadership, and motivates them to immediate action. As many businesses today follow a cookie-cutter plan, to become a Category of One you must discover how to decommonditize your business and stand out from the crowd.  Are you providing a specialized service to your clients? Are you relevant? Do you provide value and consistency of performance? Listen in and learn tips from Joe and Matt to setting yourself apart from your competitors and turn your business into a market leader. LINKS: Joe Calloway LinkedIn | Becoming a Category of One |

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Stay Paid - A Sales and Marketing Podcast
51 - Interview with Top Advisor Marketing: Maximizing Your Digital Marketing with Podcasts

Stay Paid - A Sales and Marketing Podcast

Play Episode Listen Later Nov 23, 2018 48:37


Kirk Lowe and Matthew Halloran are cofounders of the team Top Advisor Marketing, which provides businesses with creative solutions for branding, financial podcasting, and social media outreach. Their innovating approach and focus on digital communication has helped some of the biggest names in the financial world better relate to their clients. In today’s episode of Stay Paid, Luke sits down with Lowe and Halloran to discuss how targeting clients through digital means can be one of the most effective tools in your arsenal, and how you can start implementing them into your marketing strategy. Follow Our Guest: Top Advisor Marketing Wesbite: Top Advisor Marketing Linkedin: Top Advisor Marketing Visit our website to get more resources and back episodes! https://remindermedia.com/podcast/ Follow Luke Acree: Instagram: https://www.instagram.com/lukeacree Facebook: https://www.facebook.com/lukeacreeRM/ Linkedin: https://www.linkedin.com/in/lukeacree   Follow ReminderMedia: Twitter: https://twitter.com/remindermedia  Facebook: https://facebook.com/RMconnect     Visit www.remindermedia.com to generate more referrals and repeat business.

Top Advisor Marketing Podcast
Episode 117 – Video Marketing with Robin Powell

Top Advisor Marketing Podcast

Play Episode Listen Later Oct 25, 2018 31:03


As an advisor, what is the best way to communicate with your clients? Many of us read or create blogs for our clients, or perhaps have even broken into the world of audio podcasting. But have you ever created a video for your clients? Or are you deterred by what you feel is a cumbersome and expensive medium? Today, Top Advisor Marketing is travelling across the Atlantic to speak with Robin Powell, journalist and financial educator, on the topic of video marketing with advisors.  Robin specializes in creating quality video products for advisors, and his here to share in his expertise and maybe convince some of our listeners that video has a place in their marketing plan. Learn how you can create your own video marketing to build rapport, drive website traffic, and create lasting and memorable content. LINKS: Robin Powell

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Top Advisor Marketing Podcast
Episode 111 – Reaching the Right Audience with Sara Grillo

Top Advisor Marketing Podcast

Play Episode Listen Later Oct 4, 2018 35:35


Marketing Consultant, Blogger, Podcaster and Writer Sara Grillo joins Matt on the latest episode of Top Advisor Marketing. Together Matt and Sara discuss how to colloborate as an advisor to reach the right audience. As a top marketing consultant, Sara understands what it takes for advisors to get in front of their ideal audience. Sara's personal motto of "Do it creatively or don't do it at all" is a key element of making those marketing moves to see the end results you want. With her CFA, key not speaker experience, and writing crediential, Sara is a leader her in field. Be sure to listen in today with her and Matt and check out her podcast at Sara Grillo Podcast! LINKS: Sara Grillo Website | Sara Grillo LinkedIn

Top Advisor Marketing Podcast
Episode 103 – Going Virtual With Lisa Ferguson

Top Advisor Marketing Podcast

Play Episode Listen Later Sep 7, 2018 32:22


Have you ever wondered how a virtual company works? Virtual companies raise a lot of questions, including do the employees know one another? How do you manage to build a team effort? How can you seperate work from home when you work at home? Does anyone get any real work done? To answer these, and many more curiouristies of the virtual company, Matt is joined by Lisa Ferguson, Top Advisor Marketing's Director of Operations. From the beginning, Lisa has assisted in creating the team at Top Advisor Marketing and helping to build an incredible sense of community. Lisa and Matt discuss the many benefits of a virtual team including the cost of doing business, talent pool, lifestyle, colloboration and productivity. If you're curious about if you can make a virtual team work, or are wondering simply how we at Top Advisor Marketing get things done, be sure to tune in today! LINKS: Lisa Ferguson LinkedIn

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Top Advisor Marketing Podcast
Episode 102 – Behind the Scenes Marketing with Kaley Lewis

Top Advisor Marketing Podcast

Play Episode Listen Later Sep 4, 2018 29:09


Do you ever wonder what it takes to create incredible marketing? As a marketing podcast, we put a lot of emphasis on providing quality information for our listeners, which also means we need to live what we preach. We've been taking the time recently to get underneath the hood of Top Advisor Marketing so that our listeners can see what we're up to behind the scenes and how we produce high quality content and get it from our desks to yours. To really give perspective on how to get your message out there, Matt sits down with our Marketing Direct Kaley Lewis to discuss the many tasks and habits of effective internal marketing. Kaley has a graduate degree in Media and Communications, and brings her love for storytelling and conversation to discuss just what fills the day of an internal marketing person. Internal marketing is more than just the odd social media post, there is an art to creating lasting social engagement, and developing quality touch points for your audience. If you're a B2C or B2bB company looking to improve on your marketing template, be sure to listen (and maybe takes some notes!) on what you need from your internal marketing team. LINKS: Kaley Lewis LinkedIn

Top Advisor Marketing Podcast
Episode 95 – The Sales Side of Business with Wes Schaeffer

Top Advisor Marketing Podcast

Play Episode Listen Later Aug 11, 2018 27:14


A major component of what we teach on Top Advisor Marketing is that marketing isn't sales. And sales isn't marketing. In order to best showcase this for our audience we've brought on an incredible new guest who's breadth and understanding of sales is sure to leave you feeling educated and fired up about catching that next sale. Today Matt welcomes TedX speaker, author, and owner of the Sales Whisper, Wes Schaeffer. Wes broke out on his own in the world of finance in 2009. Since then he has developed a sales teaching system that is designed to ensure advisors are able to make those big sales with integrity (and without the hard close and profanity). Wes and Matt dive into some of his sought after techniques to improve your sales strategy and system. Included in this episode is a FREE copy of Wes' sales agenda. This product is the same one he uses every time he enters into a room with a prospect. Never forget, the only way to grow your business is to grow your sales! Close 2018 with a strong final push and listen in with Wes today! LINKS: The Sales Whisperer | Wes Schaeffer| Meet Wes |FREE Sales Agenda

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Becoming Referable Podcast
Matt Halloran on the Next Frontier of Client Communications

Becoming Referable Podcast

Play Episode Listen Later Jul 26, 2018 35:45


Matt Halloran is partner and the voice of Top Advisor Marketing. He has worked in financial services for over 20 years as a life and business coach, financial branding and social media expert, along with writing, speaking and hosting a popular podcast. He is […] The post Matt Halloran on the Next Frontier of Client Communications appeared first on Becoming Referable.

The Resilient Advisor
Modern Prospecting Techniques With Matt Halloran

The Resilient Advisor

Play Episode Listen Later Jul 6, 2018 25:13


Matt Halloran is a branding, social media and podcasting expert for financial advisors. He has over 20 years of industry experience, is the author of “The Social Media Handbook for Financial Advisors” and co-host of the podcast Top Advisor Marketing.   On this podcast, we discuss how financial advisors who want to grow can leverage digital techniques for their prospecting efforts. We take a high-level view of a series that he produced with his partner Kirk Lowe on their podcast - The 7 Dynamic Digital Prospect Techniques: Link.       Connect With Matt:   LinkedIn: https://www.linkedin.com/in/matthallorantam   Website: http://topadvisormarketing.com/     About Matt   Matt got started in the financial services industry 20 years ago as a certified life and business coach.   As he became immersed in his client's biggest needs, he built his knowledge and expertise as a financial branding and social media expert.  More recently, Matt has added podcasting to that list. Matt respects how tough it is to be great and effective at marketing while running a practice, living a life, and loving a family. He teaches advisors how to be themselves, let their passions shine through and create strong brands that resonate with ideal prospects and centers of influence. Matt's first book “The Social Media Handbook for Financial Advisors” available on Amazon was a big hit. He's been leading the social wave in financial services for years – teaching top advisors how to be human in an oftentimes inhuman industry. His second book “99 best ideas”, was an Amazon bestseller and is filled with marketing ideas.   In his list of accomplishments, Matt has served in the Navy, is a trained therapist, been a radio host, and worked as a financial professional too. Matt's breadth of hands on experience positions him superbly to help financial professionals build the marketing side of their practices.  He's been there, done that and has the T-Shirt.   Matt is married with two twin teenage boys. They are avid swimmers. Oh, and Matt's dogs are a big ole St. Bernard and a rescue pitbull mix named Luke (after the Jedi).

Top Advisor Marketing Podcast
Episode 85 – WOW Website Formula

Top Advisor Marketing Podcast

Play Episode Listen Later Jun 29, 2018 36:38


Today, Matt Halloran and Kirk Lowe discuss what it takes to make a great website. Great websites are made up of multiple components. To get that great website feel you have to want it, and understand the crucial role it plays in any business. You need to spend time to make sure your website has clear communication, and is focused on inspiring and driving referrals. Matt and Kirk are here to give you the proper keys to unlocking your websites potential. Tune in to find out how you can use the WOW Website Formula to form a stronger communication to your clients and potential customers! Top Advisor Marketing | WOW Website Formula

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Top Advisor Marketing Podcast
Episode 83 – Karim Rashwan – Digital Age Marketing!

Top Advisor Marketing Podcast

Play Episode Listen Later Jun 21, 2018 25:20


Today, Matt Halloran and guest Karim Rashwan from Advisor Stream discuss the growth of Advisor Stream and how the digital age is an important outlet to grow you practice. Linkedin, Twitter, YouTube, and Facebook to name a few are the newest tools to take you to the next level. Karim dives deep on digital marketing and the scalability of this digital age for advisors and how you can execute properly and keep up with the times! Tune in to meet Karim, and how you can grow your practice with digital marketing! Top Advisor Marketing

Top Advisor Marketing Podcast
Episode 82 – The 7 Dynamic Digital Prospecting Techniques: Part 7

Top Advisor Marketing Podcast

Play Episode Listen Later Jun 19, 2018 18:11


On this final installment of the series, Matt Halloran and Kirk Lowe talk about that sought after level of internet success - going viral! One of the best way to do this is to pay attention to how other viral pieces are blowing up and grab those important pieces content to formulate your own. But even with great thought leadership, you have to get your blogs out there! So, the most important part to going viral is setting  up your nurture sequence so that you can show value to your prospects. The goal is to engage an audience and become a positive marketing piece to leverage yourself. Social media is also a very important piece to your prospecting and you will want to utilize all the features on all platforms. Tagging, mentioning, and hashtags are just the few that can help you target your audience, and engage them in your practice. Tune in to find out how you can set yourself up to engage audiences and set yourself up to be a viral hit. You don’t want to miss out on this powerhouse of an episode. Top Advisor Marketing

Top Advisor Marketing Podcast
Episode 81 – Don Whalen: Precise Advising!

Top Advisor Marketing Podcast

Play Episode Listen Later Jun 14, 2018 26:55


Today, Matt Halloran introduces the Top Advisor Community to Don Whalen. Don is a registered CFP and Co-Founder of Precise FP. Don isn't your ordinary CFP, and provides a unique view of working with advisors. His inspiration for work? Engaging his audience while also helping his clients do the same. Don strives to help financial advisors step-up their practice, and paving the path for those that want to present great content to their desired communities. Tune in to find out more about Don, what he does, and how he can help you reach your advisor goals! You don’t want to miss out on this episode! Top Advisor Marketing

Top Advisor Marketing Podcast
Episode 80 – The 7 Dynamic Digital Prospecting Tactics: Part 6

Top Advisor Marketing Podcast

Play Episode Listen Later Jun 12, 2018 8:55


Today, on the sixth instalment of the 7 Dynamic Digital Prospecting Tactics, Matt Halloran and Kirk Lowe discuss the importance of writing a blog! Kirk has been writing blogs for years and knows the ins and outs of a blogs success. He's got some tips for you to ensure your blogs are read and shared widely. The importance of blogging is that you can receive great feedback from your community, but also gain more traffic to benefit your SEO. Invite guest bloggers, and share conservatively. Your thought leadership matters and blogs are a great way to showcase what you know. Tune in to find out how you can benefit from starting a blog! Top Advisor Marketing|9 Best Practices For Your Advisor Blog|5 Steps to Creating Great Financial Content|

Top Advisor Marketing Podcast
Episode 78 – The 7 Dynamic Digital Prospecting Techniques: Part 5

Top Advisor Marketing Podcast

Play Episode Listen Later Jun 6, 2018 9:48


Today, on the next instalment of the 7 Dynamic Digital Prospecting Tactics, Matt Halloran and Kirk Lowe discuss the value in a white paper. A white paper is a persuasive, authoritative, in-depth report on a specific topic that presents a problem and provides your solution. This is an important part to practice, as a white paper can establish credibility, and attract more traffic to your website and services. It's important to share the white paper, and make it a downloadable piece so that prospective clients can view and solidify your position. Tune in to find out how you can use a white paper to spark some movement in your practice! Top Advisor Marketing

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Top Advisor Marketing Podcast
Episode 50 – Tony Vidler and the Fee Based Advisor Model

Top Advisor Marketing Podcast

Play Episode Listen Later Dec 11, 2017


In our 50th episode of Top Advisor Marketing, Matt and Kirk are joined by the adviser to advisors, Coach Tony Vidler. Having been coaching for decades, Tony understands the best models for running a succesful advisor business. In this episode Tony dives into the fee based advisor model, and how it can benefit not just your business but your personal life.    LINKS: LinkedIn |  SlideShare  |  Tony Vidler

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Top Advisor Marketing Podcast
Episode 49 – Bob Burg and the Go-Giver Way

Top Advisor Marketing Podcast

Play Episode Listen Later Nov 30, 2017


In this latest epsiode of Top Advisor Marketing, Kirk and Matt are pleased to welcome saught after speaker and international best selling author Bob Burg. Bob is well known for his book, ”The Go-Giver", along with the other books in the Go-Giver series.  This series discusses how in the business world the best way to achieve success is to be constantly giving.  Nearly a decade since it was first published, The Go-Giver is still gaining momentum and was awarded the 2017 Living Now Book Award – Evergreen Medal for Personal Growth. With our hosts, Bob dives into how constantly and consistently providing value to others will help you conduct not only nice business, but the most profitable.    Links: Bob Burg | The Go-Giver | Buy Now

The NEW Wholesaler Masterminds Radio Show
#311 Death by Referrals with Kirk Lowe

The NEW Wholesaler Masterminds Radio Show

Play Episode Listen Later Nov 28, 2017 26:43


Referrals can be the life's blood of a practice. They can also be the advisors achilles heel. So how can your advisors not suffer death by referrals - and how can you build your PVP-Peerless Value Proposition® at the same time? Kirk Lowe is a sought after expert on branding for financial services. He is the “Brand Guy” at Top Advisor Marketing. Kirk is dedicated to demystifying and simplifying financial marketing. He regularly shares his insights and advice on his podcast Top Advisor Marketing, and offers DIY marketing resources and courses at AdvisorU. Over 17+ years in financial branding, Kirk has worked with independent advisors, RIAs, IMOs, and BDs helping each find their unique points of differentiation then bring it to life in their marketing. Hiss clients have spanned the United States, Canada and Australia.

Top Advisor Marketing Podcast
Episode 43 – 10 Steps to Immaculate Marketing

Top Advisor Marketing Podcast

Play Episode Listen Later Oct 12, 2017


Kirk and Matt bring in their third partner/professor of Brand Mastery Course, Ray Gauthier, to explain the 10 Steps to Immaculate Marketing. The 10 step marketing plan discusses the importance of everything from defining and understanding your ideal client to creating a great web page full of authentic and useful content. The marketing ideas and strategies Ray touches on is the basis of Top Advisor Marketing's latest offering - Brand Mastery Course. A 20-week program designed and executed by Ray and Matt, gives advisors the opportunity to fill their marketing tool box will what they need to tell their story.  LINKS: BRAND MASTERY COURSE 

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Top Advisor Marketing Podcast
Episode 39 – Mastering ME – Your Personal Operating System

Top Advisor Marketing Podcast

Play Episode Listen Later Sep 25, 2017


Matt and Kirk sit down with Joe Lukacs in this episode of Top Advisor Marketing. Drawing on 25 years of experience in coaching and consulting financial advisors, Joe discusses how mastering your own personal operating system requires examining what keeps your running. Join us as Joe walks Kirk and Matt through one of his coaching excerises to help you nail down your best version of you. Joe Lukacs has specialized in coaching and consulting financial advisors for nearly 25 years. In that time he has personally conducted over 45,000 individual coaching sessions with financial advisors. He is the author of “Practice Power, 12 Steps to Take Your Business to the Next Level.” He frequently contributes to industry websites such as Horsesmouth, Producers Web, and much more.  LINKS: JOE LUKACS