Explore every episode of the podcast Top Advisor Marketing Podcast

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.

Thinking about transitioning to a new broker-dealer or becoming fully independent? You’re not alone. Financial services is an industry constantly on the move. But what exactly do you need to consider and do?

To beat the market, you’ve got to buy and hold.  To win at marketing… you need to do the same thing. Marketing, like investing, should be approached with a long-term perspective, focusing on building "marketing equity" through consistent efforts that compound over time. It is NOT a quick fix. 

Pop quiz: Can advisors use client testimonials and online reviews as marketing tools while remaining compliant with SEC regulations?

Quick question: Can having a seemingly unrelated "hobby" podcast actually benefit your financial services practice? Quick answer: You bet it can!

Podcasting: to outsource, or not to outsource. That is the question.

Be your own loud. The non-negotiable you.

Is it possible to experience exponential growth and still prioritize joy, freedom, and impact? 

You know you need a content strategy. But where do you begin? 

Are the ultra-wealthy just like the rest of us? Depends on whom you ask.  How can financial advisors better serve their clients by addressing the human element of wealth, particularly within ultra-high-net-worth families? They listen to Tim Volk. 

Financial services is a competitive industry. We all know that. But here’s the thing: there are many seats at the table.  Amazing things can happen for your business when you collaborate with other professionals (think CPAs and estate planning attorneys). If you want tips on choosing the right partners and keeping all parties accountable, keep reading! 

Many advisors start strong with their marketing but then struggle to keep the momentum going. With podcasting, it starts with missing one episode. Then, a couple more. Finally, the podcast comes to a complete standstill — aka podfade.

You may see some advisors creating amazing content and think, “Ugh, I’ll never get there.” Or maybe you believe you can get there one day, but procrastination always gets in the way. Either way, the problem seems to be getting started.

Let’s say your clients are ecstatic to be working with you. They’re so fired up about the problems you’re helping them solve, that they’re telling their neighbors, colleagues, and friends about you. But that’s where it stops. Very few, if any, of these people reach out. How can you move them from neutral to drive?

Financial advisors offer many of the same products and services. So what sets one apart from another?

Can anyone launch and leverage a podcast for business growth and authority? 

Millennials and Gen Zs are often left wondering “Now what?” after receiving their first big paycheck or a windfall of money.  How can we empower younger generations to make confident and smart financial decisions?

Some advisor events are forgettable and yield no results, while others leave clients raving and referring. What’s the difference? Successful events have a rock-solid plan

Have you ever been in a client meeting where you hesitated to say "I don't know," so you gave a half-baked answer that you wished you hadn't? In reality, being unsure can be a strength — when channeled effectively.

You know what marketing is, right? But what about the difference between foundational and growth marketing? 

We all love a good story. In fact, we’re hardwired for it. But how can advisors use storytelling to create stronger connections, build trust, and more effectively guide their clients?

Are you struggling to get valuable referrals from your clients?  Have you tried the power of introductions? 

Have you ever considered using a book to elevate your credibility and influence? 

How can financial advisors significantly grow their business in a competitive market while providing exceptional client experiences? By starting with this podcast. 

We know that inclusion, equity, and diversity are important. But why?  Why do diversity, equity, and inclusion (DEI) matter in financial services? And how can we make this industry a more welcoming space for women and people of color?

What are some proven tactics and strategies that advisors can employ to accelerate growth and achieve their goals? 

Struggling to get your podcast off the ground? We get it! 

Pop quiz: what’s the most visited page on your website?  It probably won’t surprise you to know it’s the homepage. But what about the second most visited? Any guesses? It’s your About Page. 

Anyone can be a guest on other people’s podcasts. But not everyone is a great guest or appears on the right podcasts.  But that’s a skill set that can be learned. 

If you’re considering breaking free and going the independent route, this episode is a can’t-miss. 

Feeling frustrated that your marketing isn’t working? Just 30 minutes of listening to this episode can change your business! 

Quick question for you: what percentage of advisors are retirement plan advisors in the United States? Less than 3%. 2.3% to be precise. But the retirement plan market is booming, with assets expected to double by 2033, and 2.5 million new plans starting soon. This translates to 51 million new retirement savers and huge potential for advisors who can capture a piece of the pie.

No one can know the future with any certainty. But that doesn’t stop us from trying. 

Lights, camera, action!  Don’t let that phrase send a chill down your spine. Video is having a moment, and you can’t afford to ignore it.   

It's time to celebrate the greatest hits of 2023 on the Top Advisor Marketing Podcast. 

Is it time to break up?  As an advisor, it can be hard to know when – and especially how – to break up with your broker-dealer. 

Imagine having a content creation superpower that lets you share your financial expertise with the world without being chained to your desk all day.  This is exactly where the "five-step Atomic Content method" comes in. With the Atomic Content method, you're not just creating content, you're building scaled credibility. Your audience gets to consume your insights on their terms, whether they prefer in-depth articles or quick social media clips. And you get to make the most of your hard work, repurposing existing content to save time and effort.

You can’t take care of someone else until you start taking care of yourself. And that’s equally true for both personal and professional relationships.