Top Advisor Marketing Podcast

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

Welcome to part one of this mini-series with our friends Patty Kreamer and Michelle Donovan, co-owners of Productivity Uncorked! Today, Matt speaks to our special guests about productivity. They bring you actionable advice, covering topics from managing to-do lists and getting rid of brain clutter to calendering and cutting out email-stress once and for all. In this episode, you will learn: What it means to be truly productive How to go about creating and managing a to-do list How Patty teaches people the time blocking system What it means to be unproductive and how to get ahead of it Some of the biggest time wasters financial advisors deal with Tips for reducing the stress that comes with handling emails What the productivity coaching program by Patty and Michelle entails And more! Are you ready to uncork your productivity and become more effective? Then tune in to learn how! Resources: Productivity Uncorked Brought to you by: Iris.xyz

When we talk to advisors about starting their own podcast, their first question is: “When will I get leads?” Of course, getting leads –– that turn into ideal clients –– is the ultimate goal; but there are five essential marketing rules that you must put in place in order for that to happen. Today, Matt and Kirk unearth the marketing rules that advisors keep skipping past at the expense of their time, money, and hopes of having a marketing plan that actually generates leads. Listen in as they uncover five marketing essentials for advisors to focus on first: credibility, specificity, momentum, repeatability, and sustainability. You will learn: What outcomes advisors constantly overlook when calculating their ROI Kirk’s quick formula for nailing down the level of specificity that attracts only ideal clients How long it took for our first client’s podcast to blow up with opportunities Why momentum-building marketing must be repeatable And more! Hit play to learn how to master five marketing rules that come before leads! Resources: ProudMouth | Matt Halloran on LinkedIn | Kirk Lowe on LinkedIn | Influence Accelerator Academy | Sendible

Ten clients hired Taylor Schulte’s financial firm directly from his podcast last year, generating about $100,000 in recurring annual revenue. Taylor’s podcast has become his primary source of new business. But, his podcast wasn’t an overnight success. Taylor even says, “I've poured my blood, sweat, and tears into this thing.” So then, what does it take to evolve a podcast into a content marketing machine that turns listeners into ideal clients? In this episode, Matt and Kirk talk to Taylor Schulte CFP®, co-founder of The AGCTM and host of The Stay Wealthy Podcast. Taylor has been running his own podcast for over three years now and has found tremendous success, rising from 200 to 20,000 downloads per month! He’s here to share the secrets behind his growth, mistakes that kept him from growing his listenership early on, and why giving away all of his knowledge for free is the key to converting listeners into clients. You will learn: What pivot skyrocketed Taylor’s podcast from 200 downloads per month to 20,000 How Taylor expanded his listenership by changing his podcast name What episode format Taylor’s audience is loving right now The case for sharing everything you know (not just enough to pique your prospect’s interest) What Taylor did before going in for the “ask” with his podcast audience (he got a 56.3% close rate last year!) And more! Tune in now to learn how to successfully embark on your own podcast journey to grow your business! Resources: ProudMouth | Matt Halloran on LinkedIn | Kirk Lowe on LinkedIn | Influence Accelerator Academy | Taylor Schulte on LinkedIn | Taylor Schulte’s Website | The Stay Wealthy Podcast | The AGCTM | FinCon | Evan Carmichael | Libsyn | The Stacking Benjamins Show | SmartLess

One of the greatest benefits of outsourcing is that it allows you to build a narrow focus and work on areas in which you’re truly an expert. In this episode, Matt talks to Brad Wales, the founder of Transition To RIA. With over 10 years of experience in the RIA model, Brad has developed a deep bench of referral partners who help him provide better services to his clients. Today, he dives into how he effectively outsources several aspects of his business and how much value outsourcing adds to his services. You will learn: Brad’s proven techniques for building trust with clients before you meet for the first time How to ensure that you refer your clients to a professional who’s truly capable of helping them How Brad outsources several key areas of the RIA transition process to provide expert services to clients Ways that a flexible business model can help you gain a competitive edge And more! Press play to learn how to increase client referrals and gain the advantages of outsourcing! Resources: ProudMouth | Matt Halloran on LinkedIn | Brad Wales on LinkedIn | Transition To RIA |Transition to RIA Podcast, Q34: What Kind Of RIA Compliance Consultants Are There To Choose From? | Calendly | MarketCounsel | AdvisorAssist | RIA in a Box | Salesforce | Redtail