Top Advisor Marketing Podcast

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.

It’s time to gaze into our crystal ball once again. 🔮 In this episode of the Top Advisor Marketing Podcast, Matt Halloran and Kirk Lowe share their predictions for successful marketing in 2025, tackling topics every advisor needs to hear.  From leveraging AI to streamline workflows while maintaining a human touch, to the necessity of creating authentic content that truly connects with your audience, this episode offers actionable insights for staying ahead in a competitive industry. Plus, Matt and Kirk explore how embracing these trends now could position you to capture a slice of the $74 trillion great wealth transfer. And the conversation doesn’t shy away from tough truths, like why ignoring content marketing is no longer an option and how advisors must step into figurehead roles to establish credibility and trust.  Matt and Kirk discuss: Why the obsession with vanity metrics is a waste of time How to properly leverage AI for marketing The power of authentic content Why you need to embrace becoming a figurehead The 5 Returns-on-Influence How to capture more of the great wealth transfer And more Resources:  Service: RFG Advisory Expert: Gavin Hammer Program: Sonic Boom Coaching Connect With Kirk Lowe: LinkedIn: Kirk Lowe X: @KirkLowe Connect With ProudMouth: Take your podcast (or idea) to the next level with Sonic Boom Coaching! Reserve your free strategy session now.  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.

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.   In this episode of the Top Advisor Marketing Podcast, Matt Halloran talks to Carrie Roso—Director of Marketing at FMT Solutions—about how financial advisors can turn education into their most powerful client acquisition tool. This is about delivering real value through authentic, long-form workshops that leave attendees saying, “Wow, I trust this person.” Tune in, and discover how to reach more clients and ignite strong relationships by positioning yourself as a credible source in your community.  Matt and Carrie discuss: Why giving away value is the smartest way to grow your business Tips for becoming a confident, engaging presenter — even if public speaking isn’t your thing Why FMT’s model boasts an impressive 80% conversion rate from attendees to one-on-one appointments The role of predictive targeting Why you should be charging for your workshops And more “Just trust the process, be authentic, give it away.” ~Carrie Roso Resources:  Expert: Dr. Robert Cialdini  Connect With Carrie Roso: LinkedIn: Carrie Roso Website: FMT Solutions Connect With ProudMouth: Thinking about starting your own podcast? Book a call to learn about our done-with-you service ProudMouth LinkedIn: Matt Halloran X: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth X: ProudMouth YouTube: ProudMouth About Our Guest: Carrie Roso is the Director of Marketing at FMT Solutions, where she leverages over 20 years of experience in financial services and technology to connect fiduciary advisors with clients through education-driven strategies.  Previously, she led transformative initiatives at Umpqua Bank, including launching a top-performing mobile app and modernizing the brand with a popular podcast.  Carrie holds a master’s in strategic communications from the University of Oregon and excels in crafting impactful marketing campaigns that drive engagement and growth.

Your marketing approach shouldn’t just reach an audience. It should transform that reach into meaningful engagement, referrals, and partnerships. In part three, Matt Halloran and Kirk Lowe guide listeners through the essentials of years two and three of a long-term marketing plan. This installment builds on the foundation laid in the previous episodes, sharing actionable strategies to expand your reach, deepen client relationships, and boost credibility through referrals, partnerships, and targeted PR. They also discuss techniques to engage local influencers, refine calls-to-action, and incorporate media promotion, making a case for both organic and paid growth approaches. Matt and Kirk discuss: The importance of consistency and adaptability Why it’s crucial to keep your branding relevant, update referral networks, and expand your expert connections How to leverage centers of influence Why you should be hosting events (hint: deeper connections) What a strategic partnership is, and why you need them  And more Resources:  Podcast: Mitlin Money Mindset Association: Million Dollar Round Table (MDRT) Service: Absolute Engagement Connect With Kirk Lowe: LinkedIn: Kirk Lowe X: @KirkLowe_ Connect With ProudMouth: Thinking about starting your own podcast? Book a call to learn about our done-with-you service 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.

In this episode of the Top Advisor Marketing Podcast, Matt Halloran and Kirk Lowe continue their multi-part series on building a powerful influence marketing strategy In part two, they explore the concept of “escape velocity,” using the analogy of a rocket launch to explain how you can propel your influence beyond the foundational work covered in the previous episode. 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. Matt and Kirk discuss: The importance of using a strategic approach to content creation The need for authenticity and consistency, highlighting how small and steady efforts can lead to long-term success in becoming an authority in your niche Proven tips to secure guest spots on the podcasts your audience listens to Why being proud of your own show and actively promoting it to your audience is your secret to success And more Resources:  Association: Million Dollar Round Table (MDRT) Podcast: Stop ‘Podcast Guessing’: How Advisors Can Succeed at Podcast Guesting With Tom Schwab (Ep. 481) Service: Interview Valet Podcast: Mitlin Money Mindset Book: The Social Media Handbook for Financial Advisors by Matt Halloran and Crystal Thies Service: Google My Business Connect With Kirk Lowe: LinkedIn: Kirk Lowe X: @KirkLowe_ Connect With ProudMouth: Thinking about starting your own podcast? Book a call to learn about our done-with-you service 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.

What foundational steps should you take in the first year to build your influence through content marketing? In this episode — Part one of three — Matt Halloran is joined by ProudMouth CEO Kirk Lowe to unveil the secrets to building a powerful influence marketing strategy. Tune in as they guide you through every step of the journey, sharing proven advice to help you build a brand that resonates, drives engagement, and sets your business apart from the competition.  Tired of being the best-kept secret in the financial services world? Start here, and don’t forget to return for Parts Two and Three.  Matt and Kirk discuss: The importance and essential steps to building a strong foundation in the first year  Actionable tips on how to atomize content, craft strong messaging, and use tools like webinars and lead magnets to attract and nurture leads Ways to pinpoint your niche  The consequences of having a non-existent or poorly defined brand Where to find a steady supply of laser-focused topics And more Resources:  Webinar: Atomic Content: Multiply Your Output, and Win Back Your Time Book: The Bezos Blueprint: Communication Secrets of the World’s Greatest Salesman Book: Working Backwards: Insights, Stories, and Secrets from Inside Amazon Book: Smart Brevity: The Power of Saying More with Less Tool: Canva: Visual Suite for Everyone Connect With Kirk Lowe: LinkedIn: Kirk Lowe X: @KirkLowe_ Connect With ProudMouth: Thinking about starting your own podcast? Book a call to learn about our done-with-you service 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.

We often talk about wealth and wellbeing interchangeably, as though they’re the same thing. They’re not.  In this episode of the Top Advisor Marketing Podcast, Dr. Preston Cherry, Founder of Concurrent Financial Planning and a leading voice in the industry, shares insights on behavioral finance, his philosophy of aligning life and money, and how his book, Wealth in the Key of Life, offers both advisors and clients a fresh approach to financial wellness. Through personal stories and professional wisdom, he encourages listeners to reflect on their financial lives with empathy and intention, rather than falling into rigid or outdated norms. Matt and Dr. Cherry discuss: The significance of behavioral finance in understanding clients’ financial decisions How advisors can serve clients more effectively by understanding the psychology of money Insights from his book, which offers a fresh perspective on financial planning How to bridge the gap between financial goals and personal values Practical strategies for advisors to foster deeper client relationships and enhance financial well-being And more “Advance the human condition through financial advice and education.”  ~Dr. Preston Cherry Resources:  Book: Wealth in the Key of Life by Dr. Preston Cherry Life Money Balance® Podcast Connect With Dr. Preston Cherry: LinkedIn: Dr. Preston Cherry Website: Dr. Preston Cherry Website: Concurrent Financial Planning Facebook: Concurrent Financial Planning X: @DrPrestonCherry YouTube: Life Money Balance® Connect With ProudMouth: Thinking about starting your own podcast? Book a call to learn about our done-with-you service ProudMouth LinkedIn: Matt Halloran X: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth X: ProudMouth YouTube: ProudMouth About Our Guest: Dr. Cherry, Founder & President of Concurrent Financial Planning, leads the Financial Planning Program and directs the Charles Schwab Center for Personal Financial Planning at UW–Green Bay. With over 15 years of experience, he empowers people to shape their financial stories for wellness and freedom. His research focuses on personality traits and financial risks. Cited by top publications, he’s an Investopedia Top 100 Advisor and Financial Therapy Association President. Preston is also a poetry-writing, vinyl-loving uncle.

Green light, red light, green light, red light.   In this special replay episode of the Top Advisor Marketing Podcast, Matt Halloran and Kirk Lowe unwrap one of the biggest challenges financial advisors face: the dreaded cycle of start-and-stop marketing. This unproductive pattern keeps too many advisors from building the momentum they need to maintain consistent visibility and credibility with clients.  Drawing inspiration from Atomic Habits by James Clear, they reveal practical tips on how to create effective, sustainable habits to ensure marketing efforts don’t fizzle out, even when business demands are high. Matt & Kirk discuss: The importance of forming simple, repeatable habits for consistent content creation How reaching a tipping point in marketing can make efforts feel natural and self-sustaining The value of outsourcing certain tasks to reduce friction and free up time Three consequences of start-and-stop marketing And more! “And as you all know, creating better habits is the most important thing to moving forward and achieving success.” ~Kirk Lowe Resources:  “Atomic Habits” by James Clear Service: White Glove LinkedIn: Ron Carson Equipment: Gator 3000 Boom Arm Equipment: Canon EOS Cameras Connect with Kirk Lowe: LinkedIn: Kirk Lowe Connect with ProudMouth: Thinking about starting your own podcast? Book a call with our Influence Liberator to learn about our done-with-you service ProudMouth LinkedIn: Matt Halloran X: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth X: ProudMouth YouTube: ProudMouth About Kirk Lowe: After decades spent helping build and market successful financial services brands, Kirk 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.  

What if there was a way to make every client meeting feel more personal, engaging, and trust-building?  In this episode of the Top Advisor Marketing Podcast, Matt Halloran welcomes Brian Portnoy — an expert in behavioral finance and founder of Shaping Wealth — to explore how financial advisors can make their practices more impactful by focusing on human-centered financial guidance. It’s all about bringing some human into your work. They cover everything from setting realistic client expectations (say goodbye to surprise phone calls!) to building a workplace culture that treats people as, well, people. Matt and Brian discuss: Why empathy starts with self-awareness (and how it makes you a better advisor) The happiness formula that advisors can use to keep clients satisfied Actionable tools to transform those routine meetings into meaningful conversations Creating a “human-first” culture within your team and client base Resources:  Book: The Geometry of Wealth by Brian Portnoy Tools: Compass by Shaping Wealth Connect With Brian Portnoy: LinkedIn: Brian Portnoy Twitter/X: @bportnoy_ Website: Shaping Wealth X: @ShapingWealth Connect With ProudMouth: Thinking about starting your own podcast? Book a call to learn about our done-with-you service ProudMouth LinkedIn: Matt Halloran X: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth X: ProudMouth YouTube: ProudMouth About Our Guest: Brian Portnoy, Ph.D., CFA, is an expert in the psychology of money. He is the founder and CEO of Shaping Wealth, the global wealth industry’s premier learning & training platform for human-first financial guidance. Brian’s three behavioral finance books have been published in 15 languages and one of them, The Geometry of Wealth, inspired his current venture. Shaping Wealth was recently awarded a prestigious “Wealthie” as the wealth industry’s Top Disruptor. He previously worked for nearly 20 years in the hedge fund and mutual fund industries as investor, researcher, and educator. He serves on the ambassador’s council of the Alliance for Decision Education, is a CFA Charterholder, and is a member of the Economic Club of Chicago.  Brian earned his doctorate at the University of Chicago and undergrad degree at the University of Michigan.

In our society, where financial comfort doesn’t always translate to true well-being, your clients need more than just a numbers person.  In this episode of the Top Advisor Marketing Podcast, Matt Halloran talks to Dr. Daniel Crosby about his latest book, The Soul of Wealth, which is packed with 50 punchy essays that make complex ideas about wealth and happiness easy to digest. Inspired by Rick Rubin’s The Creative Act, Dr. Crosby digs into how advisors can play a role in helping their clients achieve not just financial goals, but life satisfaction.  Matt and Dr. Crosby discuss: The concept of true wealth beyond finances Behavioral finance in client relationships The role of advisors in addressing loneliness and life satisfaction Practical steps for advisors to incorporate behavioral finance And more Resources:  Book: The Soul of Wealth by Dr. Daniel Crosby Book: The Creative Act by Rick Rubin Organization: The Viktor Frankl Institute of Logotherapy Expert: Fritz Perls Expert: Martin Seligman Book: Avalanche: The 9 Principles for Uncovering True Wealth by Steve Sanduski & Ron Carson Article: Behavioral Finance: What Good Is It, Anyway? By Jason Zweig Resource: Orion Advisor Academy Connect With Dr. Daniel Crosby: LinkedIn: Daniel Crosby Website: Orion Advisor Solutions Twitter/X: @danielcrosby Connect With ProudMouth: Thinking about starting your own podcast? Book a call to learn about our done-with-you service ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: Dr. Daniel Crosby, a psychologist and behavioral finance expert, earned degrees from Brigham Young and Emory Universities. He co-authored Personal Benchmark: Integrating Behavioral Finance and Investment Management, a New York Times Bestseller, and developed the “Irrationality Index” to track market sentiment.  Named one of Monster.com’s “12 Thinkers to Watch,” his insights have appeared in publications like Huffington Post and Risk Management Magazine. Outside work, Daniel enjoys indie films, St. Louis Cardinals baseball, and family time.

Anyone can talk. But how good of a communicator are you?  In this episode of the Top Advisor Marketing Podcast, Matt Halloran talks to Joe Steuter — Chief of Communications at Intention.ly — about the critical role that intentional communication plays in the success of financial advisors. Joe shares his extensive experience in helping advisors develop messaging that resonates, focusing on the importance of connecting emotionally with clients rather than relying only on technical expertise. Matt and Joe discuss: Why soft skills like listening and empathy are more valuable than graphs and charts How to tap into a client’s feelings, such as fear, confusion, or excitement about their financial future (and why this is important) Why you need to be clear on your core values The importance of creating intentional messaging that connects with your core values and resonates with your ideal clients The power and role of advisory councils And more Resources:  YouTube Channel: Message Matters Service: Absolute Engagement Expert: Julie Littlechild  Connect With Joe Steuter: LinkedIn: Joe Steuter Website: Intention.ly Facebook: Joe Steuter Connect With ProudMouth: ProudMouth LinkedIn: Matt Halloran Twitter/X: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter/X: ProudMouth YouTube: ProudMouth About Our Guest: As Chief of Communications at Intention.ly, Joe leverages his 20-year career in brand consulting to craft powerful messages that resonate. His experience spans from helping independent financial advisors find their voice to building brands for industry giants.  With a passion for the written word, Joe believes that a clear and compelling message is a business’s most valuable asset. His work has led to significant growth for numerous firms and has solidified his reputation as a master of communication strategy.

Oh, those messy middles!  In this episode of the Top Advisor Marketing Podcast, host Matt Halloran chats with Kristin Harad — founder of Full Advisor Coaching — about how to build a thriving advisory business while maintaining personal fulfillment. Kristin talks about navigating the “messy middle” of financial firms — businesses that have scaled but need to elevate their CEO mindset and team structure. This conversation gives a fresh take on managing organic growth, transitioning to a CEO role, and keeping the client experience consistent from start to finish.  It’s simply a must-listen for advisors wanting to grow their business without losing sight of work-life balance. Kristin and Matt discuss: Why you need to prioritize aligning marketing, sales, and client services The value of empowering every team member to contribute to business development How to create a culture of growth Why building a holistic ecosystem that nurtures client relationships leads to increased referrals and business growth Her most often-overlooked opportunity for growth And more Resources:  Tool: Myers-Briggs Personality Types Podcast: Full Advisor Coaching Connect With Kristin Harad: LinkedIn: Kristin Harad Website: Full Advisor Coaching Twitter/X: @kristinharad Connect With ProudMouth: ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: Kristin Harad is a Certified Financial Planner™ and seasoned consultant with decades of experience in financial services, including roles at Visa, Charles Schwab, and JPMorgan Chase.  In 2006, she founded VitaVie Financial Planning, successfully growing it into a six-figure business. Since 2014, she has focused on coaching and mentoring independent financial advisors, helping them achieve both business growth and personal fulfillment. Kristin holds a BS in Economics from The Wharton School and a certificate in Personal Financial Planning from UC Berkeley.

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.  In this episode, Matt Halloran welcomes ProudMouth’s own Marketing Editor, Jessica Brown, to share data-backed strategies to increase meaningful engagement without constantly chasing likes and comments. Drawing on insights from the Socialinsider 2024 LinkedIn Benchmark Report, they uncover surprising findings about the effectiveness of multi-image posts, videos, and polls in driving impressions and shares. Want more actionable strategies to increase engagement, enhance your visibility, and foster a thriving community on LinkedIn? Matt and Jessica discuss: Why any question you ask your followers needs to be EASY Why sprinkling in pop culture and personal experiences is your secret sauce for better relatability and likability   The importance of vulnerability and authenticity in connecting with your audience on a human level The “invisible force” and how to use it And more Resources:  Report: Socialinsider’s LinkedIn Benchmark Report for 2024 Conference: Future Proof Festival Expert: Katie Braden Connect With Jessica Brown: LinkedIn: Jessica Brown ProudMouth Connect With ProudMouth: ProudMouth LinkedIn: Matt Halloran Twitter/X: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: Jessica Brown, our Marketing Editor at ProudMouth, plays a key role in creating content for our community. You can catch her co-hosting webinars with co-founder Matt Halloran and occasionally joining him on Top Advisor Marketing Podcast episodes — like this one!  A recovering perfectionist, Jessica encourages financial services professionals to share their life-changing advice and shed the burden of trying to be flawless. #BeYourOwnLoud.  And outside of work? She’s a thrifting enthusiast with a heart for toys and outfits from the ‘90s.

Are you ready to stop being the best-kept secret? 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.  They discuss the four stages of influence — Apprentice, Expert, Authority, and Celebrity — and the importance of moving beyond ‘expert’ status to achieve authority or even celebrity levels of influence.  Whether you’re aiming for authority or celebrity status in your niche, this episode will give you actionable insights on how to build a marketing system that drives real growth over time. Matt and Kirk discuss: Why your ultimate goal is to build an audience that knows, likes, trusts, and even promotes your advisor services How influence is a system, not a secret Why you need to be actively involved in their marketing The importance of investing in consistent content creation – like podcasts – to build credibility and refine your communication skills The minimum you should be investing in your marketing efforts And more Resources:  Podcast: So, What’s Your Brand Personality? With Lauren Hong (Ep. 433) 41 Top Influencers For Financial Advisors In 2023 by Indigo Marketing Agency Connect With Kirk Lowe: LinkedIn: Kirk Lowe Twitter: Kirk Lowe Connect With ProudMouth: ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: After decades spent helping build and market successful financial services brands, Kirk 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.

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? In this episode, Matt Halloran welcomes Hillary Gale — founder of Moneta Copy — for her second appearance on the Top Advisor Marketing Podcast (she’s that good!). Their conversation focuses on lead funnels and the importance of building an “owned audience” through niche-focused lead magnets, such as ebooks, case studies, and workbooks.  Matt and Hillary discuss: Why it’s essential to transition your audience from social media engagement to an email list A checklist of questions to inspire the topic  of your niche-focused lead magnet How a lead funnel should be structured, and the importance of ensuring every marketing touchpoint — from social media to long-form content — drives people toward a conversion point Why having a well-crafted website matters, and options for promoting lead magnets across different platforms How to maintain a balance between staying top-of-mind and avoiding pushy sales tactics And more Resources:  PodRocket Influence Academy (Enroll for FREE) Podcast: The Finance Marketing Podcast Connect With Hillary Gale: LinkedIn: Hillary Gale Website: Moneta Copy Email: hillary@monetacopy.com Connect With ProudMouth: Thinking about starting your own podcast? Book a call with us to learn about our done-with-you service ProudMouth LinkedIn: Matt Halloran Twitter/X: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter/X: ProudMouth YouTube: ProudMouth About Our Guest: Hillary Gale, founder and CEO of Moneta Copy, is a content strategist and copywriter for financial services professionals. She has been featured in MarketWatch, Wealthtender, and Clever Girl Finance, and is the host of The Finance Marketing Podcast, a show that spotlights in-depth conversations on marketing with financial professionals and finance marketing experts.  You can catch her on LinkedIn most weekdays sharing marketing insights and ideas specifically for financial services pros.

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.  Matt Halloran is joined by Brian Haney — Founder and CEO of The Haney Company — to explore his battle-tested strategies for building a powerful brand within a niche market. Brian reveals how his family-owned business rebranded to stand out in the association space, developed deep client relationships, and became a trusted thought leader.  Matt and Brian discuss: The importance of focusing on a specific niche The significance of understanding your target audience’s needs and creating a positive experience that fosters loyalty and referrals Thought leadership and how it differs from being an expert or specialist How the Haney Company uses various content formats, including LinkedIn posts and podcasts, to engage their audience and reinforce their brand Why you should adopt a mindset focused on adding value and contributing to the community, rather than solely pursuing business opportunities. And more Resources:  PodRocket Influence Academy (Enroll for FREE) Association: Million Dollar Round Table (MDRT) Website: Succession Resource Group Community: Podcast Movement Connect With Brian Haney: LinkedIn: Brian Haney Website: Brian Haney Website: The Haney Company Twitter/X: @TheHaneyCompany  Connect With ProudMouth: Thinking about starting your own podcast? Book a call with our team to learn about our done-with-you service ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: Brian Haney is a seasoned financial professional with nearly two decades of experience in helping clients achieve financial freedom. He is passionate about simplifying complex financial decisions, guiding clients toward tailored solutions that improve their financial well-being. A registered representative and investment advisor, Brian holds multiple certifications, including Certified Funds Specialist and Certified Family Business Specialist. He is also an award-winning leader in the financial services industry, recognized for his commitment to diversity and inclusion. Outside of work, Brian enjoys family time, golf, and is a proud dual citizen of the U.S. and Ireland.

Channel your inner two-toed sloth. Bet that’s the first time you’ve heard that advice.  In this episode of the Top Advisor Marketing Podcast, host Matt Halloran talks to Kalli Fedusenko from Kalli Collective about the importance of a strategic — and a patient — approach to marketing, much like the slow and deliberate movement of a two-toed sloth. She shares three keys to a more disciplined and determined marketing approach that “gets you what you want,” without the overwhelm. Matt and Kalli discuss: The importance of the buyer’s journey The need for personalized content over ‘canned’ material What advisors stand to gain by evolving their marketing strategies over time, adapting to changes, and maintaining a collaborative effort with their marketing teams A reminder that marketing (like the journey of a sloth) should be a slow, steady, and strategic process aimed at long-term success And more Resources:  Membership: Savvy AdvisorTM (Enroll for FREE) Connect With Kalli Fedusenko: LinkedIn: Kalli Fedusenko Website: The Kalli Collective  X: @KalliCollective Facebook: Kalli Collective  Connect With ProudMouth: Thinking about starting your own podcast? Book a call to learn about our done-with-you service ProudMouth LinkedIn: Matt Halloran X: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth X: ProudMouth YouTube: ProudMouth About Our Guest: Leveraging her extensive experience in the financial sector to revolutionize digital marketing for advisors, Kalli Fedusenko captivates audiences with her engaging talks. Known for her practical insights and relatable style, Kalli’s expertise helps financial advisors build genuine connections and grow their businesses. Whether speaking, writing, or consulting, Kalli’s mission is to simplify marketing and inspire action.  Over 10 years of experience in the financial planning industry, a former position as Digital Marketing Coach For The FPA,  and being formerly licensed with the series 7 & 63 provides Kalli an insight and understanding into your practice and objectives. She specializes in brand strategy, web content strategy, video content planning, and more. This powerful combination of creativity and strategy makes Kalli the perfect guide to give your brand a voice.

How do you truly stand out in a crowded and competitive industry?  In this episode of the Top Advisor Marketing Podcast, host Matt Halloran interviews Shana Sissel, the “Queen of Alternatives” and CEO of Banríon Capital Management. She opens up about the challenges she has faced as a successful woman in a male-dominated industry, sharing how she has turned negative feedback into a powerful message of empowerment. Her story is a testament to the importance of staying true to who you are, particularly for women in finance who often feel pressured to conform. This conversation also explores the importance of offering differentiated investment opportunities to clients. Shana emphasizes the value of alternative investments in helping advisors stand out and connect with clients on a much deeper level. Matt and Shana discuss: Building a brand around adversity The awesome power of authenticity The opportunity that alternative investments provide to connect with clients in a meaningful way How Banríon Capital Management helps financial advisors stand out Why helping people invest in a way that aligns with their interests, passions, and values is a massive difference-maker And more Resources:  Conference: Wealth Management Edge Website: Barron’s Service: Mammoth Technology  Service: Canoe Service: Orion Advisor Solutions Service: Black Diamond Wealth Platform Service: Addepar Platform Service: Tamarac Technology Solution for RIAs Service: Meriwether Group Capital Connect With Shana Sissel: LinkedIn: Shana Sissel Website: Banríon Capital Management Website: Shana Orczyk Sissel X: @shanas621 Instagram: @finance_queen2020 Connect With ProudMouth: Thinking about starting your own podcast? Book a call to learn about our done-with-you service ProudMouth LinkedIn: Matt Halloran X: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth X: ProudMouth YouTube: ProudMouth About Our Guest: Shana Orczyk Sissel, CEO of Banríon Capital Management, guides independent advisors through alternative investing, focusing on education, platform development, and due diligence. She played a pivotal role in launching Armada ETF Advisors and their first product, the Home Appreciation U.S. REIT ETF (HAUS). With over two decades of investment management experience, Shana has held leadership roles at Cope Corrales and Spotlight Asset Group. Known as the “Queen of Alternatives,” she frequently appears on CNBC, Bloomberg, and Fox Business. Shana holds a BS from UMass Amherst, an MBA from Bentley University, and the CAIA designation.

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? In this episode, Matt Halloran is joined by Billy Peterson — president of Peterson Wealth Services, Inc. — to break down his successful transition from professional jockey to sought-after financial advisor. He also shares the challenges and rewards of writing and publishing two books, which significantly boosted his credibility and attracted new clients.  Billy’s story is proof that with the right mindset and strategy, you can turn any passion into a powerful, influence-building brand. Billy and Matt discuss: The strategies and mindset that powered his transition from jockey to advisor The connection between positive thinking and success The importance of persistence and adaptability How to harness a multi-faceted approach to your marketing Broader themes of personal and professional growth And more Resources:  Book: Harnessing Your Wealth by Billy Peterson Book: From the Starting Gate by Billy Peterson Podcast: Harnessing Your Wealth with Billy Peterson Service: Scribe Media (Publishing Services) Book: The Scribe Method: The Best Way to Write and Publish Your Non-Fiction Book Connect With Billy Peterson: LinkedIn: Billy Peterson Website: Peterson Wealth Services Facebook: Peterson Wealth Services Instagram: Peterson Wealth Services Connect With ProudMouth: Thinking about starting your own podcast? Book a call to learn about our done-with-you service ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: After more than 10 years as a winning quarter-horse jockey, Billy made the decision to pursue a brand new challenge: helping investors meet and exceed their short and long-term financial objectives. As a financial planner, he works to connect with his clients professionally and personally. A graduate of the University of Texas at El Paso, Billy holds a Bachelor of Arts in business administration and finance. He has continued his education throughout his career. Billy’s financial services career began in 1996 in Long Beach, California, where he served as a senior vice president of investments with PaineWebber. He went on to serve as a senior vice president of wealth management with Morgan Stanley Smith Barney before pursuing independence in 2009 by opening his own financial services company, Peterson Wealth Services, Inc. Billy is a native of Morgan, Utah, where he currently resides with his wife, Heather, and their five children, Cade, Karly, Brig, Kaiya and Berkley. Outside the office, he enjoys trail running, hunting, fishing, and raising and racing horses.

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. In this episode, Matt Halloran talks to Tom Schwab — co-founder of Interview Valet — about how to leverage podcast guesting as a powerful marketing strategy. They discuss how to approach podcasting with the right mindset and land interviews that actually move the needle for your business. Tom and Matt discuss: How to choose the right podcast for you The #1 mistake advisors make when pitching themselves to podcasts (and how to avoid it!) Ways to ensure a successful guest appearance The awesome power of storytelling and the need for a clear call-to-action (with examples!) When it might not work: Discover who might not benefit from this strategy, and why And more Resources:  Book: Podcast Guest Profits: Grow Your Business with a Targeted Interview Strategy Expert: Dr. Robert Cialdini Book: Influence: The Psychology of Persuasion Podcast: Nice Guys on Business Website: Craig Cody & Company, Inc. Connect With Tom Schwab: LinkedIn: Tom Schwab Website: Interview Valet Landing Page: Interview Valet/TopAdvisor Twitter/X: @IAmTomSchwab  Connect With ProudMouth: Thinking about starting your own podcast? Book a call to learn about our done-with-you service ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: Tom Schwab believes you are not One Funnel Away but One Conversation Away. That’s been his experience over the last decade as the Founder of Interview Valet and a pioneer in leveraging targeted podcast interviews as a powerful marketing channel. Working with over 1500 clients including Fortune 500 companies, top professional services, and high-level coaches and Consultants. Tom’s been called the Godfather of Podcast Interview Marketing. His book, The Podcast Guest Profits: How To Grow Your Business With A Targeted Interview Strategy has been called the bible of podcast guesting. He routinely speaks at top business conferences about how to turn their listeners into your clients. As an engineer, Navy Veteran, and Nuclear Propulsion Plant Operator, Tom thinks differently than most. He has a refreshing new view on marketing in 2024 and how you can move beyond fighting to break through the noise and finally get heard by your ideal clients.