Top Advisor Marketing Podcast

Latest Episodes:

Fintech Mini-series: Better Partnerships With Estate Planning Attorneys (For Better Customer Experiences!) With David Zumpano (Ep. 360) May 10, 2022

Show notes

It’s common for financial advisors to collaborate with estate planning attorneys (EPAs). Partner with the right EPA, and you’ll get more referrals, enhance your value proposition, and provide a better client experience!

Fintech Mini-Series: Moving, Merging, or Selling? Find the Right Partnership With Brian Church (Ep. 359) May 03, 2022

Show notes

Mergers and acquisitions can be an excellent way to scale your business. But only if you foster the right partnerships and relationships.

Fintech Mini-Series: How Digital Vaults Enhance Your Value Proposition With G. Scott Paterson (Ep. 358) Apr 26, 2022

Show notes

Estate documents, investment certificates, bank records…your clients probably have a pile of documents they can’t afford to lose. What if you could provide them with a personal digital vault (branded under your name!) to securely store their documents?

Fintech Mini-Series: How To Keep Up With the Latest Fintech Trends With Rusty Sommer (Ep. 357) Apr 19, 2022

Show notes

Advisors, are you keeping up with the latest FinTech trends? When was the last time you worked on your tech stack?

The BOVA Method for Mind Mapping: Organize Your Ideas in 4 Simple Steps (Ep. 356) Apr 12, 2022

Show notes

Podcasts require more preparation than one might think. When your mind is racing with ideas, it’s important to ensure you don’t digress, don’t leave anything out, and still leave room for some impromptu creativity!

How To Integrate Different Media Into a Powerful Marketing Machine With David Pulcini Jr. (Ep. 355) Apr 05, 2022

Show notes

Podcasts, emails, videos, blogs, white papers… They may not be that effective as standalone media. But if you can integrate them to run smoothly like cogs in a machine, you’ll realize their true marketing prowess!

Content Creation to Distribution: Every Step Simplified for Advisors With Johnny Sandquist (Ep. 354) Mar 29, 2022

Show notes

Have you heard the adage: content is king? According to Johnny Sandquist, content distribution is king! And not just generic, canned content, but authentic content that speaks to your ideal clients.

The Complete Brand Anatomy for Advisors With Monica Fawn (Ep. 353) Mar 22, 2022

Show notes

A brand is more than a website and a logo. Does your brand communicate your “why”? Does it spark an emotional connection that gets prospects excited to work with you?

Caught in a Loop of Stop-and-Start Marketing? How To Get Unstuck (Ep. 352) Mar 15, 2022

Show notes

Does this sound familiar? You’ve been plugging away, doing this-and-that, stop-and-start marketing for years. It seems like everyone around you is succeeding, but it never seems to work out the same for you. The truth is, not many of them are actually succeeding –– at least not consistently.

How To Help Women Thrive, as Advisors and Clients With Adri Miller-Heckman (Ep. 351) Mar 08, 2022

Show notes

Whether they’re on the giving or receiving end, most women despise prospecting, selling, and closing. So, if you want to help women advisors thrive and also appeal to women clients, you need to understand what resonates with them.

Our TOPPODCAST Picks

Follow Us

Stay Connected

Top Advisor Marketing Podcast

Related Podcasts

Links

Stay Connected