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.