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Top Advisor Marketing Podcast

[email protected] (Matt Halloran and Kirk Lowe, TAM Hosts)

Where you'll learn how to become a prolific online influencer, attract more ideal clients and grow your practice. Brought to you by Top Advisor Marketing, a Done-For-You podcasting solution built just for trusted advisors. Co-hosted by Matt Halloran and Kirk Lowe.

  • 37 minutes 25 seconds
    Start a Podcast To Become the Go-To Advisor in Your Niche With Mark Hansen (Ep. 468)

    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?

    In this episode, Matt Halloran interviews Mark Hansen, a financial advisor at Second Comma and host of The Quiet Part, about his podcasting experience and how it has helped him build relationships with ideal clients on their own terms. Mark also shares why, after a comprehensive search, he decided to work with ProudMouth and has found his “wildest dreams being exceeded.”

    Matt and Mark discuss:

    • What it means to “be your own loud, not somebody else’s mumble”
    • Why podcasting is an excellent medium to educate clients and prospects
    • Mark’s journey with ProudMouth from onboarding to launch and beyond
    • Why Mark loves to leave bloopers in his podcast
    • Standing out in a crowded market (especially in front of next-gen clients)
    • And more

    “I needed to be able to educate people without requiring them to get on a phone call or Zoom or come to a webinar. I needed it to be easy to share. A podcast fits the bill.” ~ Mark Hansen

    Resources: 

    Connect With Mark Hansen:

    Connect With ProudMouth:

    About Our Guest:

    Mark Hansen is a financial advisor at Second Comma, the company founded to help people in their 30s spend the next 30 years preparing for their last 30. Mark believes in educating and empowering people to make informed financial decisions. He understands every financial situation is unique and tailors his strategies to align with his clients’ specific goals, preferences, and values. Prior to financial planning, Mark was fired from being a car salesman, let go from a bankrupt wine company, and then spent two years helping to transition Snapple out of glass bottles and into plastic. Tired of bosses who wouldn’t let him prioritize his family, Mark left the corporate world to answer a calling to make a difference.

    Now, Mark has an unwavering commitment to both your family and your financial well-being. Alongside Second Comma, Mark has a podcast called ‘The Quiet Part’ which is dedicated to taking those quiet little thoughts (that you try to keep buried down deep) and bringing them them to light in educational pieces and interviews.

    21 May 2024, 11:00 am
  • 28 minutes 56 seconds
    Designing Your Brand’s Emotional Impact With Josh Passler (Ep. 467)

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

    In this episode, Matt Halloran chats with Josh Passler, also known as The Fin Artist. Josh has a unique story, having transitioned from being an advisor himself to becoming a sought-after branding and design expert in the industry. Now he’s sharing his talents to uncover how your audience’s brain processes a really good brand — and why that should matter to growth-minded advisors. Plus, he unpacks how to design a brand that brings out your unique you-ness. 

    Matt and Josh discuss:

    • How to handle a bad branding idea
    • The difference between a refresh and a rebrand
    • The importance of identifying your “north star”
    • Resources for self-discovery, such as books by Sally Hogshead, to help advisors better understand their brand’s essence
    • And more

    “With brands, you feel that emotional connection. And that’s really what a brand is. A brand isn’t just a logo that you see on a billboard, right? It’s the feeling that you get when you actually see it. That’s the brand, that’s the meaning behind the brand.” ~Josh Passler

    Resources: 

    Connect With Josh Passler:

    Connect With ProudMouth:

    About Our Guest:

    While working in a DBA alongside other financial advisors, Josh Passler took charge of designing business cards, brand guidelines, client illustrations, and all other creative aspects. He initiated the creation of art pieces tailored for financial planners active on Twitter, driven by a vision to craft educational content for advisors seeking to simplify client education. From these beginnings, FinArt emerged.

    During its inaugural year, FinArt undertook the task of crafting a brand identity for a nascent financial planning firm, an endeavor that sparked immediate enthusiasm. Over the subsequent two years, FinArt has undergone evolution, with its primary emphasis shifting towards brand identity.

    Josh Passler and FinArt are dedicated to delivering top-tier, uniform design solutions across all facets of your business.

    14 May 2024, 11:00 am
  • 28 minutes 9 seconds
    How Advisors Can Leverage Podcasting to Connect, Educate, and Grow With Jane Mepham (Ep. 466)

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

    In this episode, host Matt Halloran welcomes Jane Mepham — founder of Elgon Financial Advisors — to discuss her unique journey into podcasting and her experience with the PodRocket Influence Academy. 

    Jane shares how her co-hosted podcast, The International Money Café, evolved from her online collaboration with Manasa Nadig, focusing on cross-border taxes and finances for foreign-born families. Throughout the conversation, Jane shares insights into their podcasting experience, from initial challenges to ongoing improvements. She unpacks the benefits of the PodRocket Influence Academy, particularly the snappy, actionable courses that helped them navigate the technical aspects of podcasting and refine their content strategy.

    Matt and Jane discuss:

    • The importance of nailing your niche
    • Where to find a long list of podcast topics
    • How to go from epiphany to planning to launch
    • Why changing your mindset about other advisors being the “competition” is beneficial to everyone
    • How the Academy served as both inspiration and educator
    • The difference-maker that is authenticity and sincerity 
    • And more

    “So we are building awareness and we are willing to be very patient based on what we see in the Academy. It’s going to be a while before we actually even get clients, but it’s been a great way for us to practice explaining the technical stuff that this group is actually facing.” ~ Jane Mepham

    Resources: 

    Connect With Jane Mepham:

    Connect With ProudMouth:

    About Our Guest:

    Jane Mepham, a CFP® guide and founder of Elgon Financial Advisors in Austin, Texas, empathizes deeply with the challenges of moving to a new country. Despite her tech expertise, she knows the fear of financial and immigration uncertainties. Now, she aids foreign-born families and work visa holders in achieving their American dreams. Co-hosting “The International Money Café Podcast” with Manasa Nadig, she offers guidance on cross-border taxes and finances. Partnering with institutions like Harvard Business School, she assists international students with visa-related financial queries. A frequent financial media contributor, Jane enjoys family time in Austin and competing on the tennis court and trails.

    7 May 2024, 11:00 am
  • 28 minutes 43 seconds
    How to Help Your Client’s Adult Kids Figure Out Their Financial Future With Brian Ursu (Ep. 465)

    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?

    In honor of Financial Literacy Month, we’re re-releasing this special conversation between Matt Halloran and Brian Ursu, president of Intentional Wealth Advisors and the author of the aptly titled book, “Now What? A Practical Guide to Figuring Out Your Financial Future.” Recognizing that many people, including younger generations, lack financial knowledge, 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. 

    Matt and Brian Discuss:

    • Why adult children are more likely to take financial advice from a book rather than from their parents (sorry!)
    • An easy script for introducing your children to your advisor as someone who can help
    • How family advisors can impact their clients’ adult children’s financial literacy
    • Ideas on how to organize productive family meetings
    • Brian’s advice for advisors who want to maintain multigenerational relationships with their clients and their families
    • And more!

    “Millennials and Gen Z are such dynamic generations with so much promise. They’re going to do things differently than previous generations, but they’re not financially literate through no fault of their own. Nobody taught them this, and they need to be empowered to move forward.”

    ~Brian Ursu

    Resources: 

    Connect With Brian Ursu:

    Connect With ProudMouth:

    About Our Guest:

    Brian M. Ursu, CFP has helped clients meet their financial goals for more than 30 years. He has worked in large financial institutions, at a major wire-house brokerage firm, and now in his own wealth-management firm. His focus is on education as well as client service.

    Brian is a certified financial planner (CFP) advising on investments, retirement plans, estate and tax planning, insurance, and legacy planning. Brian also holds a general securities license, a general securities principal license, life and health insurance licenses, and is registered in fourteen states.

    He lives in Northern Lower Michigan near the bayside community of Traverse City. He and his wife of 30 years have raised five children, three of whom are now adults living independently. These three are the motivation for this book & his sharing of the lessons he learned about achieving financial security.



    30 April 2024, 11:00 am
  • 29 minutes 37 seconds
    Transform Lackluster Events into Memorable Moments With Angela York and Elyse Stoner (Ep. 464)

    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.

    Tune in to Matt Halloran’s conversation with Angela York and Elyse Stoner, co-founders of Event Advisors, to learn how to transform every event into memorable, impactful experiences that deepen your relationships — not only with your clients but also with their families and friends. From goal-setting to post-event follow-up…they cover it all!

    Angela and Elyse discuss:

    • The importance of aligning your events with your overall marketing strategy
    • Crafting events that resonate with your ideal client
    • Different events for different goals and purposes (hint: not every event needs to be educational)
    • Why return on the moment (ROM) is a better metric for events than ROI
    • Real examples of successful advisor events
    • And more

    “Event planning is not just calling a venue, booking a night of chicken dinner, and you’re on your way. It is setting the goals all the way to the follow-up. That is what’s different from what most people think event planning is. It’s building an event with the goal of nurturing your client relationships.”

     ~Angela York

     

    “When we’re talking about events, it’s not about the advisor, or the wholesaler, or the broker-dealer. It’s about the attendee.”

     ~Elyse Stoner

     

    Resources: 

    Connect With Event Advisors:

    Connect With ProudMouth:

    23 April 2024, 11:00 am
  • 26 minutes 46 seconds
    Why the Best Experts Aren’t Afraid To Say “I Don’t Know” With Maggie Jackson (Ep. 463)

    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.

    Learn how with Matt Halloran and guest Maggie Jackson, author of a new book, “Uncertain: The Wisdom and Wonder of Being Unsure.” They explore how embracing uncertainty can add a new layer of trust and connection to your client conversations and improve your learning, listening, and adaptability to change.

    Matt and Maggie discuss:

    • The science behind uncertainty and its benefits in decision-making
    • How to effectively communicate uncertainty without compromising confidence (your words matter!)
    • Simple ways to increase your tolerance for uncertainty and build resilience
    • Re-defining the word “expert” to foster deeper client relationships
    • And more

    “First, uncertainty is a spur. It wakes you up. Think of it as good stress that’ll change your whole outlook on the world. Second, think of it as a space of possibilities.” ~Maggie Jackson

    Resources: 

    Connect With Maggie Jackson:

    Connect With ProudMouth:

    About Our Guest:

    Maggie Jackson is an award-winning author and journalist with a global reach. Her new book, Uncertain: The Wisdom and Wonder of Being Unsure, explores why we should seek not-knowing in times of flux. Nominated for a National Book Award and named to three “Best Books of 2023” lists, Uncertain has been lauded as “incisive and timely…triumphant” (Dan Pink), “surprising and practical” (Gretchen Rubin) and “remarkable and persuasive” (Library Journal). Jackson’s acclaimed previous book  Distracted sparked a global conversation on the steep costs of fragmenting our attention. A former columnist for the Boston Globe, Maggie has written for The New York Times and many other publications worldwide. Her writings have been translated into multiple languages and are widely covered by the press. She lives in New York and Rhode Island.



    16 April 2024, 11:00 am
  • 28 minutes 32 seconds
    Avoid Costly Mistakes & Build Your Marketing Foundation First With John Wernz (Ep. 462)

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

    In this episode, Matt Halloran talks to John Wernz, a seasoned marketing expert in financial services. They reveal why knowing the difference is key to marketing success — and why doing foundational vs growth marketing in the right order can save your marketing budget. Spoiler alert: John recommends getting your foundational marketing right before pouring money into growth in order to maximize the leads you generate and ultimately close more business.

    Matt and John discuss:

    • The major differences between foundational and growth marketing
    • How to quickly nurture and connect with leads
    • The role of center of influence (COI) marketing in a thriving advisory practice
    • And more

    “But so many times, people skip foundational marketing. It drives me bananas. And you don’t have the social proof, and you don’t have the influence — people are going to go to your website, and they’re going to be like, ‘What? No, I’m not ready to work with you.’” – John Wernz

    Resources: 

    Connect With John Wernz:

    Connect With ProudMouth:

    About Our Guest:

    John Wernz is an Entrepreneur-in-Residence at Great Hill Partners and a strategic advisor to growing FinTechs.

    He believes in the power of scalable and measurable organic growth programs to enable financial services firms to have a greater impact.

    For more than a decade, John served as the organic growth leader at Wealth Enhancement Group, one of the nation’s top RIA firms, driving the asset growth from less than $2B to more than $50B in assets in his tenure.

    Today, he brings that expertise and practical know-how to growing financial services firms, and related early stage FinTechs, helping them achieve faster growth than they thought possible.

    9 April 2024, 11:00 am
  • 30 minutes 35 seconds
    How Storytelling Builds Unbreakable Client Relationships With John Bucher (Ep. 461)

    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?

    In this episode, Matt Halloran talks to guest John Bucher — a renowned story consultant — about the power of storytelling for advisors. Drawing from his first experience in working with a financial team, John dissects how they used storytelling — and story listening — to build trust and, ultimately, turn him into a fan. This is a conversation packed with examples and techniques you can use right away to break down barriers, even if you’re nervous about sharing your own stories. 

    Matt and John discuss:

    • The three core elements that make a good story
    • The intimate relationship between storytelling and persuasion
    • The power of “why?”
    • How advisors can break free from “presentation mode” and foster true collaboration with their clients
    • And more

    “There is evidence from the latest neuroscience research that what happens inside the brain when we encounter a story is similar to the activity we see in the brain when a human being solves problems. So when we encounter a story, what we’re actually doing is practicing solving problems.” ~John Bucher

    Resources: 

    Connect With John Bucher:

    Connect With ProudMouth:

    About Our Guest:

    John Bucher is a story expert who has appeared in outlets ranging from the LA Times to the BBC to The History Channel. He has consulted for government and cultural leaders, as well as organizations such as HBO, DC Comics, Paramount Pictures, Nickelodeon, A24 Films, Atlas Obscura, and The John Maxwell Leadership Foundation. John has worked with New York Times Best Selling authors, YouTube influencers, Eisner winners, Emmy winners, Academy Award nominees and cast members from Saturday Night Live on using the power of story to reframe how individuals, organizations, cultures, and nations believe and behave.



    2 April 2024, 11:00 am
  • 28 minutes 11 seconds
    Discover the Language of Referrals With Bill Cates (Ep. 460)

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

    In this episode of the Top Advisor Marketing Podcast, Matt Halloran is joined by referral guru, Bill Cates — author of the new book, The Language of Referrals — for his FIFTH appearance on our show. Bill explains his powerful strategies,  outlining the six key areas you need to master for referral success. Whether you’re a seasoned professional or new to the field, this conversation offers actionable insights to help you build a referral-based practice with integrity and confidence.

    Matt and Bill discuss:

    • The subtle difference between a “referral” and an “introduction”
    • Why your mindset matters
    • How to navigate objections like a pro
    • The 6 parts of referral language
    • The VIPS Method
    • And more

    “You’ve asked the client for the possibility of referrals or introductions, didn’t work out for whatever reason, and 2, 3, 4 weeks later they say, “Hey, I got somebody for you.” They want to do it on their terms, when they feel most comfortable, and they see the connection.” ~Bill Cates 

    Resources: 

    Connect With Bill Cates:

    Connect With ProudMouth:

    About Our Guest:

    Bill Cates, CSP, CPAE, works with financial advisors to speed up their growth without increasing their marketing budget. Advisors tap into Bill’s proven process to multiply their best clients through introductions from advocates and Centers of Influence, communicate their value proposition more effectively, and create a reputation in a profitable target market. Bill helps advisors move from push prospecting to magnetic marketing – to attract more Right-Fit Clients™.   

    Bill is the author of 3 best-selling books, Get More Referrals Now, Beyond Referrals, and Radical Relevance. Bill’s newest book, The Language of Referrals is due to be released in March of 2024. He is the founder of The Cates Academy for Relationship Marketing™, has been named the #1 Financial Advisor Influencer by Indigo Marketing, and is the host of the acclaimed Top Advisor Podcast (www.TopAdvisorPodcast.com) – now ranked in the Top 10% of podcasts worldwide.

    26 March 2024, 11:00 am
  • 28 minutes 6 seconds
    Write a Book and Stop Chasing Prospects (It’s Surprisingly Easy!) With Paul McManus (Ep. 459)

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

    In this episode, Matt Halloran is joined by Paul McManus — founder of More Clients More Fun LLC, MCMF Publishing, and host of the Million Dollar Producer Show podcast. They explore why having your own book allows you to present yourself as the go-to expert. Writing a book doesn’t have to be daunting. Paul overcomes the biggest challenges advisors face, such as imposter syndrome and feeling overwhelmed by the writing process.

    Matt and Paul discuss:

    • How a book establishes credibility and helps you stand out from the competition
    • Paul’s Short Book Formula that can guide you in producing your book in as little as six weeks
    • How to use tactics like a coordinated social media campaign and an Amazon launch to generate momentum and potential bestseller status
    • How to leverage the book as an opportunity to re-engage past clients and ask for their support (reviews, referrals, etc)
    • Why a book is like your skeleton key to getting invited to be a podcast guest
    • And more

    “The two things that tend to be able to create this effect most consistently for financial advisors is number one, being an author and having your own book. And number two, it’s having a podcast. And when you marry those things together, it’s a magical system.” ~Paul McManus

    Resources: 

    Connect With Paul McManus:

    Connect With ProudMouth:

    About Our Guest:

    Paul G. McManus is the founder of More Clients More Fun LLC, MCMF Publishing,

    Creator of The Million Dollar Producer LinkedIn Program, and host of The Million Dollar Producer Show Podcast.

    He has worked closely with over 500+ financial advisors, CPAs, life insurance producers, and business advisors since 2015. He is also the author of Million Dollar Producer: The Secret Playbook For Financial Professionals To Land High-Value Clients Using LinkedIn.

    He lives in San Diego, California with his wife Atsuko and his two Boston Terriers, Moo and Potato Chips.



    19 March 2024, 11:00 am
  • 27 minutes 59 seconds
    How To Get More Clients and Turn Them Into Raving Fans With Jack Martin (Ep. 458)
    How can financial advisors significantly grow their business in a competitive market while providing exceptional client experiences? By starting with this podcast. 
    12 March 2024, 11:00 am
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