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.

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

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.

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

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

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

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

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

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

Oh, those messy middles!

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 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.

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?

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.

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

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

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?

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.