Top Advisor Marketing Podcast

Latest Episodes:

Beyond a Good Experience: Using Feedback and Input for Deeper Engagement With Julie Littlechild (Ep. 430) Aug 29, 2023

Show notes

Are you asking for feedback from your clients? Probably. But are you asking for input? One helps you improve, while the other allows you to better understand not just their financial goals, but also their feelings about their future, their plans, and yes, even you.

A Wake-Up Call for Advisors in a Post-Pandemic, Bear Market World With Sean Brown (Ep. 429) Aug 22, 2023

Show notes

Are you still doing the same thing with your clients that you’ve been doing for the past decade? Have you noticed an uptick in client churn? That’s not a coincidence.

Buyer Beware: 3 Ways Lead-Gen Companies Are Falling Short, and What To Do Instead With Kirk Lowe (Ep. 428) Aug 15, 2023

Show notes

Lead gen companies offer a quick and easy product, but are you really getting what you think you’re buying? Does it check all the boxes if you look a little closer? Their easy-button solution is tempting, but you’re paying for their system and their audience, when you should be building your own.

Playing Therapist? Why Referring out Strengthens Client Relationships With Ashley Quamme (Ep. 427) Aug 08, 2023

Show notes

Do you ever catch yourself playing the role of marriage counselor with your clients? Or how about the role of mental health practitioner? Consider this. When your clients’ needs go beyond your scope of practice, referring them out is one of the most caring things you can do.

Start Creating Content, Even if You’re a Perfectionist With Adam Cox (Ep. 426) Aug 01, 2023

Show notes

Are you still waiting to get your voice out there? Maybe you’re stuck because you believe your content will “never be good enough.” How do you push past perfectionism and publish anyway?

Stop Trying To Be an Influencer, Start Building Your Influence — Here’s How With Kirk Lowe (Ep. 425) Jul 25, 2023

Show notes

Advisors, you don’t need to become an influencer to attract ideal clients. Living on social media and promoting other people’s products and services? No thanks! Instead, focus on becoming more influential.

Top Podcasting Takeaways From Queer Money Podcast With David Auten & John Auten-Schneider (Ep. 424) Jul 18, 2023

Show notes

David Auten and John Auten-Schneider started Queer Money Podcast almost 10 years ago to fill a need. No one was talking to the queer community about finances.

The Ultimate Inspiration To Share Your Story & Adopt an Abundance Mindset With Kim Skermer (Ep. 423) Jul 11, 2023

Show notes

When you dare to show who you are and operate from an abundance mindset, new opportunities have a way of showing up.

3 Principles To Get in Front of Your Ideal Prospects on Social Media With Kalli Fedusenko (Ep. 422) Jul 04, 2023

Show notes

You might be posting on social media, but are your ideal prospects actually seeing any of it? If not, it’s going to be tough to build relationships with them.

Top Reasons for Advisors To Choose a Niche (and How To Get Started) With Natalie Hales (Ep. 421) Jun 27, 2023

Show notes

You’ve probably heard about the positive impact niching can have on your business. But maybe you’re still hesitant to niche. Won’t it impact your potential revenue?

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