Top Advisor Marketing Podcast

Latest Episodes:

Episode 269 – 16 Social Media Etiquette Rules for Financial Advisors Nov 05, 2020

Show notes

There are ways to conduct yourself professionally on social media –– and there are etiquette blunders to avoid at all costs. Today, Kirk and Matt discuss “14 Essential Social Media Etiquette Rules for Brands” written by Todd Clarke and published by Hootsuite. They add their own spin for financial advisors and tack on two more rules –– including one you definitely won’t expect to hear in a list about etiquette –– to help you gain a strong social media audience. In this episode, you will learn: Whether it’s ever acceptable for advisors to use auto-replies and bots Easy ways to check the tone of your social media posts before you publish them How to pick a fight on social media and example-topics for advisors How to make the most of the social media algorithms to gain maximum visibility And more! Tune in now to learn the most important social media etiquette rules for advisors! Resources: 14 Essential Social Media Etiquette Rules for Brands by Todd Clarke Brought to you by: iris.xyz

Episode 268 – The Most Successful 401(k) Advisors Niche Out: Here’s How! –– With Jake Rushton Nov 03, 2020

Show notes

Most 401(k) advisors resist the crucial first step to succeeding in their industry: choosing a niche! In this episode, Matt is joined by Jake Rushton, an expert in the 401(k) world and the founder of 401(k)lub. Jakes gives you step-by-step guidance on how to immerse yourself in your niche’s world so you can help them immediately, gain their trust, and build your credibility. In this episode, you will learn: Examples of how to niche down in the 401(k) world The most effective ways to gain more market share within the plans that you want to help How referrals can play a major role in your business growth Whether you should go beyond plan design to offer educational resources to your prospects How to distribute your content and build a community around your plan How personal branding can help you create awareness and attract more clients And more! Avoid mistakes that keep 401(k) advisors from growing and becoming known by their audience. Tune in now to get proven marketing tips for the 401(k) space! Resources: Top Advisor Marketing | 401(k)lub | The 401JA(k)E Show | Jake Rushton on LinkedIn Brought to you by: iris.xyz

Episode 267 – Ways To Get Women Highly Involved in Retirement Planning –– With Marcia Mantell Oct 27, 2020

Show notes

Women have very different retirements than men, starting with how they plan for it. Today, Matt is joined by Marcia Mantell, the owner of Mantell Retirement Consulting, Inc., a retirement blogger, and author of “What’s the Deal with Retirement for Women?” and “What’s the Deal with Social Security for Women?” Marcia speaks candidly about reasons to put away your bar graphs and start talking to women in a way that moves them to action. This episode is filled with tips you can use right away to help women plan for the retirement they’re hoping for. In this episode, you will learn: Why there are differences between how women and men plan for retirement Ways to make conversations with women visual (without using boring pie charts) How to bring what’s most important to women into the planning conversation Reasons to add a Social Security expert to your team And more! Tune in now for proven ways to help women plan for retirement! Resources: Top Advisor Marketing | Mantell Retirement Consulting, Inc. | Boomer Retirement Briefs | What’s the Deal with Retirement Planning for Women? by Marcia Mantell | What’s the Deal with Social Security for Women? by Marcia Mantell | Episode 264: How to Become an Author Without Writing a Single Thing Brought to you by: iris.xyz

Episode 266 – How To Help Professionally Successful Women Survive a Divorce –– With Allison Jeffereys Oct 20, 2020

Show notes

50% of marriages in the United States end in divorce. With COVID-19 contributing to an abnormal amount of stress in relationships, there will likely be an influx of divorces in the coming future. In this episode, Matt is joined by Allison Jeffereys, a divorce coach to professionally successful women and the author of “A Woman’s Guide To Surviving Divorce.” As a coach who has helped numerous women navigate a divorce, Allison reveals how women handle divorce differently than men. She also shares why divorce is especially painful for professionally successful women and what financial advisors can do to help guide women through this major life event. In this episode, you will learn: Why Allison wrote her book and how it can help advisors better communicate with their female clients Significant differences in how women vs. men make decisions Why divorce often feels like a bigger failure to women with successful careers Advice for women who are in the midst of a divorce How advisors can help women feel secure as they navigate a divorce Why women who are going through a divorce need a community And more! Tune in now for insight into how professionally successful women experience divorce, so you can help them navigate it with confidence. Resources: Top Advisor Marketing | Allison Jeffereys’ Website | A Woman’s Guide To Surviving Divorce by Allison Jeffereys | Turning Chaos Into Confidence Handout | Schedule a consultation with Allison Jeffereys Brought to you by: iris.xyz

Episode 265 – How To Stop Being Involved in Every Aspect of Your Business Oct 15, 2020

Show notes

As Michael E. Gerber, author of The E-Myth Revisited, famously said, “If your business depends on you, you don’t own a business — you have a job. And it’s the worst job in the world because you’re working for a lunatic!” You’re not creating any long-term equity in your business if you need to be involved in every aspect of your business. In this episode, Matt and Kirk help you break down opportunities to outsource and not be involved in every part of your business. They give you a new lens to look through –– one that’s worked incredibly well for them. It all starts with dividing your business’s growth into three categories: branding, marketing, and business development. You will learn: Top reasons why advisors are resistant to taking their marketing to the next level The argument for investing in marketing that isn’t measurable How much of your budget should be spent on marketing Why it’s becoming more common for advisors to outsource their marketing Reasons to start content marketing now And more! Tune in to learn how to build a sustainable practice by being less involved! Resources: Top Advisor Marketing | Episode 260: Is Your Digital Marketing Working to Convert Prospects? –– With John Lincoln | Episode 233: Beware of “10X” and “We Fill Your Pipeline” Claims | The E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About It by Michael E. Gerber Brought to you by: iris.xyz

Episode 264 – How To Become an Author Without Writing a Single Thing –– With Seth Greene Oct 12, 2020

Show notes

Books are the ultimate business card. But do you actually want to write a book? In this episode, Matt is joined by Seth Greene, founder of Market Domination LLC, to explain how advisors can become an author of their own book, all while skipping the demanding and time-consuming writing process. Seth unpacks Market Domination’s five-step COI method and how his team helps advisors write their own book that generates referrals. He also shares what marketing techniques are making advisors stand out and find prospects during COVID-19 and three marketing missteps to stop doing immediately. In this episode, you will learn: How the upcoming U.S. election is impacting cost-per-lead ad spending on Facebook Why LinkedIn campaigns are working better than ever before for Seth’s clients How Seth’s COI system works and who it’s designed for Stories about professionals who’ve successfully used their book to generate referrals Three marketing missteps that advisors should avoid And more! Tune in now to learn about marketing in the virtual space! Resources: Top Advisor Marketing | Market Domination LLC | Seth Greene on Linkedin Brought to you by: iris.xyz

Episode 263 – How to Help Your Client’s Adult Kids Figure Out Their Financial Future –– With Brian Ursu Oct 06, 2020

Show notes

Millennials and Gen Zs are often left asking themselves, “Now what?” when they’ve received their first big paycheck or a windfall of money. In this episode, Matt speaks with Brian Ursu, president of Intentional Wealth Advisors and the author of “Now What? A Practical Guide to Figuring Out Your Financial Future.” Recognizing that many people, including those who are just starting out, were never educated in financial planning, this book bridges that gap with practical advice for readers of all ages dealing with fiscal change. Brian talks about how he wrote the book, who it’s for, and how his clients are using this book as a lifeline for teaching adult kids about money. Brian also explains how family meetings can play a role in positioning you as a family advisor for your clients’ children. In this episode, you will learn: What prompted Brian to write his book How Brian uses his book in his practice Why adult children are more likely to take financial advice from a book vs. their parents How family advisors can impact their client’s adult children’s financial literacy Ideas for how to organize family meetings Brian’s advice for advisors who want to maintain multigenerational relationships with their clients and their families And more! Tune in to learn how you can equip the next generation with financial knowledge and become their family advisor. Resources: Top Advisor Marketing | "Now What? A Practical Guide to Figuring Out Your Financial Future" by Brian Ursu | Brian Ursu on LinkedIn | Intentional Wealth Advisors Brought to you by: iris.xyz

Episode 262 – How To Be a Podcast Host That People Adore: Secrets From a Professional Host –– With Aric Johnson Oct 01, 2020

Show notes

Are you thinking about starting your own podcast? Or, maybe you’re interested in boosting your podcast hosting skills. Either way, you’re in for a treat! Today, Matt speaks with Top Advisor Marketing’s professional podcast host Aric Johnson. Aric reveals what it takes to get listeners excited about your podcast, interviewing techniques that make listeners hang on your every word, how to promote your podcast, and more! In this episode, you will learn: Questions to ask yourself before starting a podcast Four exclusive tips on how to instantly become a good podcast host Which interviewing techniques Aric swears by The biggest mistakes that podcast hosts make A new way to introduce yourself to centers of influence and prospects And more! Tune in to learn how to become a podcast host that your audience adores! Resources: Top Advisor Marketing | Aric Johnson on LinkedIn Brought to you by: Iris.xyz

Episode 261 – How to Use Original Content to Win Ideal Prospects –– With Jeremy Keil Sep 29, 2020

Show notes

Imagine having original content that shows your ideal prospects what you do and who you serve. Imagine prospects calling you up, ready to work together, because you’ve proven your knowledge –– and in fact, they already like you! Today, Matt is joined by Jeremy Keil, the owner of Keil Financial Partners and host of the Retirement Revealed With Jeremy Keil podcast. Jeremy shares how he uses original content to introduce himself to prospects. He also dives into his marketing misses and wins, and how he caught the attention of Harley-Davidson employees at a time when they needed his help the most. In this episode, you will learn: The difference between branding and marketing Jeremy’s secret tips for never running out of podcast topics Marketing missteps that Jeremy wants you to avoid 5 ways to get your content in front of people on Google How Jeremy used content to put himself in front of Harley-Davidson employees And more! Tune in now to learn easy ways to get in front of ideal prospects with your original content! Resources: Top Advisor Marketing | Jeremy Keil on LinkedIn | Keil Financial Partners | Retirement Revealed With Jeremy Keil Brought to you by: iris.xyz

Episode 260 – Is Your Digital Marketing Working to Convert Prospects? –– With John Lincoln Sep 22, 2020

Show notes

Do you know how to track the different pieces of your digital marketing strategy? Do you know which marketing tactics are nurturing prospects effectively –– and which tactics could use some tweaking? In this episode, Matt talks to John Lincoln, CEO of Ignite Visibility, about how to turn your digital marketing strategy into a lead-converting machine. John shares his secrets for converting traffic for less, increasing landing page conversion rates by up to 30%, and getting maximum visibility with a single piece of content. In this episode, you will learn: What two components make digital marketing cohesive and trackable Which tool will tell you how many leads your content is getting Why setting up remarketing audiences is the future of the internet Four things your landing page must have for you to convert better than your competition How to tweak your landing page to convert traffic for less money How much gross revenue entrepreneurs should spend on marketing And more! Tune in to learn how to fine-tune your digital marketing for higher conversions! Resources: Top Advisor Marketing | John Lincoln on LinkedIn | Ignite Visibility | Ignite Visibility on YouTube | Ignite Visibility's landing page (John recommends this format for advisors) Brought to you by: iris.xyz

Our TOPPODCAST Picks

Follow Us

Stay Connected

Top Advisor Marketing Podcast

Related Podcasts

Links

Stay Connected