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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.

  • 36 minutes 56 seconds
    Break the Cycle: How Advisors Can End Start-and-Stop Marketing for Good With Kirk Lowe (Ep. 493)

    Green light, red light, green light, red light.  

    In this special replay episode of the Top Advisor Marketing Podcast, Matt Halloran and Kirk Lowe unwrap one of the biggest challenges financial advisors face: the dreaded cycle of start-and-stop marketing. This unproductive pattern keeps too many advisors from building the momentum they need to maintain consistent visibility and credibility with clients. 

    Drawing inspiration from Atomic Habits by James Clear, they reveal practical tips on how to create effective, sustainable habits to ensure marketing efforts don’t fizzle out, even when business demands are high.

    Matt & Kirk discuss:

    • The importance of forming simple, repeatable habits for consistent content creation
    • How reaching a tipping point in marketing can make efforts feel natural and self-sustaining
    • The value of outsourcing certain tasks to reduce friction and free up time
    • Three consequences of start-and-stop marketing
    • And more!

    “And as you all know, creating better habits is the most important thing to moving forward and achieving success.” ~Kirk Lowe

    Resources: 

    Connect with Kirk Lowe:

    Connect with ProudMouth:

    About Kirk Lowe:

    After decades spent helping build and market successful financial services brands, Kirk recognized the increasing role and importance of influence in the rapidly expanding Expertise Economy. Successful financial advisors harnessing the power of podcasting, video, social media and progressively building their influence were attracting clients rather than having to chase them.

    Kirk’s ‘ah-ha’ moment—that influence is essential for professional experts—led to his co-founding of ProudMouth, an influence accelerator dedicated entirely to liberating financial experts and advisors from the tyranny of sales by giving them the means and methods to become recognized, in-demand authorities.

     

    12 November 2024, 4:15 pm
  • 28 minutes 44 seconds
    Engage, Retain, and Grow: Using Behavioral Finance to Build Lasting Client Relationships With Brian Portnoy (Ep. 492)

    What if there was a way to make every client meeting feel more personal, engaging, and trust-building? 

    In this episode of the Top Advisor Marketing Podcast, Matt Halloran welcomes Brian Portnoy — an expert in behavioral finance and founder of Shaping Wealth — to explore how financial advisors can make their practices more impactful by focusing on human-centered financial guidance. It’s all about bringing some human into your work.

    They cover everything from setting realistic client expectations (say goodbye to surprise phone calls!) to building a workplace culture that treats people as, well, people.

    Matt and Brian discuss:

    • Why empathy starts with self-awareness (and how it makes you a better advisor)
    • The happiness formula that advisors can use to keep clients satisfied
    • Actionable tools to transform those routine meetings into meaningful conversations
    • Creating a “human-first” culture within your team and client base

    Resources: 

    Connect With Brian Portnoy:

    Connect With ProudMouth:

    About Our Guest:

    Brian Portnoy, Ph.D., CFA, is an expert in the psychology of money. He is the founder and CEO of Shaping Wealth, the global wealth industry’s premier learning & training platform for human-first financial guidance. Brian’s three behavioral finance books have been published in 15 languages and one of them, The Geometry of Wealth, inspired his current venture. Shaping Wealth was recently awarded a prestigious “Wealthie” as the wealth industry’s Top Disruptor. He previously worked for nearly 20 years in the hedge fund and mutual fund industries as investor, researcher, and educator. He serves on the ambassador’s council of the Alliance for Decision Education, is a CFA Charterholder, and is a member of the Economic Club of Chicago. 

    Brian earned his doctorate at the University of Chicago and undergrad degree at the University of Michigan.



    5 November 2024, 11:00 am
  • 27 minutes 13 seconds
    How to Use Behavioral Finance to Build Deeper Client Relationships With Dr. Daniel Crosby (Ep. 491)

    In our society, where financial comfort doesn’t always translate to true well-being, your clients need more than just a numbers person. 

    In this episode of the Top Advisor Marketing Podcast, Matt Halloran talks to Dr. Daniel Crosby about his latest book, The Soul of Wealth, which is packed with 50 punchy essays that make complex ideas about wealth and happiness easy to digest. Inspired by Rick Rubin’s The Creative Act, Dr. Crosby digs into how advisors can play a role in helping their clients achieve not just financial goals, but life satisfaction. 

    Matt and Daniel discuss:

    • The concept of true wealth beyond finances
    • Behavioral finance in client relationships
    • The role of advisors in addressing loneliness and life satisfaction
    • Practical steps for advisors to incorporate behavioral finance
    • And more

    Resources: 

    Connect With Dr. Daniel Crosby:

    Connect With ProudMouth:

    About Our Guest:

    Dr. Daniel Crosby, a psychologist and behavioral finance expert, earned degrees from Brigham Young and Emory Universities. He co-authored Personal Benchmark: Integrating Behavioral Finance and Investment Management, a New York Times Bestseller, and developed the “Irrationality Index” to track market sentiment. 

    Named one of Monster.com’s “12 Thinkers to Watch,” his insights have appeared in publications like Huffington Post and Risk Management Magazine. Outside work, Daniel enjoys indie films, St. Louis Cardinals baseball, and family time.

    29 October 2024, 12:13 pm
  • 31 minutes 56 seconds
    How to Build Trust and Win Clients By Communicating With Intention With Joe Steuter (Ep. 490)

    Anyone can talk. But how good of a communicator are you? 

    In this episode of the Top Advisor Marketing Podcast, Matt Halloran talks to Joe Steuter — Chief of Communications at Intention.ly — about the critical role that intentional communication plays in the success of financial advisors. Joe shares his extensive experience in helping advisors develop messaging that resonates, focusing on the importance of connecting emotionally with clients rather than relying only on technical expertise.

    Matt and Joe discuss:

    • Why soft skills like listening and empathy are more valuable than graphs and charts
    • How to tap into a client’s feelings, such as fear, confusion, or excitement about their financial future (and why this is important)
    • Why you need to be clear on your core values
    • The importance of creating intentional messaging that connects with your core values and resonates with your ideal clients
    • The power and role of advisory councils
    • And more

    Resources: 

    Connect With Joe Steuter:

    Connect With ProudMouth:

    About Our Guest:

    As Chief of Communications at Intention.ly, Joe leverages his 20-year career in brand consulting to craft powerful messages that resonate. His experience spans from helping independent financial advisors find their voice to building brands for industry giants. 

    With a passion for the written word, Joe believes that a clear and compelling message is a business’s most valuable asset. His work has led to significant growth for numerous firms and has solidified his reputation as a master of communication strategy.

    22 October 2024, 11:00 am
  • 30 minutes 4 seconds
    Proven Strategies for Scaling Your Advisory Business and Enhancing Client Experience With Kristin Harad (Ep. 489)

    Oh, those messy middles! 

    In this episode of the Top Advisor Marketing Podcast, host Matt Halloran chats with Kristin Harad — founder of Full Advisor Coaching — about how to build a thriving advisory business while maintaining personal fulfillment. Kristin talks about navigating the “messy middle” of financial firms — businesses that have scaled but need to elevate their CEO mindset and team structure. This conversation gives a fresh take on managing organic growth, transitioning to a CEO role, and keeping the client experience consistent from start to finish. 

    It’s simply a must-listen for advisors wanting to grow their business without losing sight of work-life balance.

    Kristin and Matt discuss:

    • Why you need to prioritize aligning marketing, sales, and client services
    • The value of empowering every team member to contribute to business development
    • How to create a culture of growth
    • Why building a holistic ecosystem that nurtures client relationships leads to increased referrals and business growth
    • Her most often-overlooked opportunity for growth
    • And more

    Resources: 

    Connect With Kristin Harad:

    Connect With ProudMouth:

    About Our Guest:

    Kristin Harad is a Certified Financial Planner™ and seasoned consultant with decades of experience in financial services, including roles at Visa, Charles Schwab, and JPMorgan Chase. 

    In 2006, she founded VitaVie Financial Planning, successfully growing it into a six-figure business. Since 2014, she has focused on coaching and mentoring independent financial advisors, helping them achieve both business growth and personal fulfillment. Kristin holds a BS in Economics from The Wharton School and a certificate in Personal Financial Planning from UC Berkeley.



    15 October 2024, 11:00 am
  • 34 minutes 42 seconds
    Get Noticed on LinkedIn Now: How To Spark More Conversations With Jessica Brown (Ep. 488)

    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 episode, Matt Halloran welcomes ProudMouth’s own Marketing Editor, Jessica Brown, to share data-backed strategies to increase meaningful engagement without constantly chasing likes and comments. Drawing on insights from the Socialinsider 2024 LinkedIn Benchmark Report, they uncover surprising findings about the effectiveness of multi-image posts, videos, and polls in driving impressions and shares.

    Want more actionable strategies to increase engagement, enhance your visibility, and foster a thriving community on LinkedIn?

    Matt and Jessica discuss:

    • Why any question you ask your followers needs to be EASY
    • Why sprinkling in pop culture and personal experiences is your secret sauce for better relatability and likability  
    • The importance of vulnerability and authenticity in connecting with your audience on a human level
    • The “invisible force” and how to use it
    • And more

    Resources: 

    Connect With Jessica Brown:

    Connect With ProudMouth:

    About Our Guest:

    Jessica Brown, our Marketing Editor at ProudMouth, plays a key role in creating content for our community. You can catch her co-hosting webinars with co-founder Matt Halloran and occasionally joining him on Top Advisor Marketing Podcast episodes — like this one! 

    A recovering perfectionist, Jessica encourages financial services professionals to share their life-changing advice and shed the burden of trying to be flawless. #BeYourOwnLoud. 

    And outside of work? She’s a thrifting enthusiast with a heart for toys and outfits from the ‘90s.

    8 October 2024, 11:00 am
  • 35 minutes 29 seconds
    From Best-Kept Secret to Industry Authority: Grow Your Influence with Proven Strategies With Kirk Lowe (Ep. 487)

    Are you ready to stop being the best-kept secret?

    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. 

    They discuss the four stages of influence — Apprentice, Expert, Authority, and Celebrity — and the importance of moving beyond ‘expert’ status to achieve authority or even celebrity levels of influence. 

    Whether you’re aiming for authority or celebrity status in your niche, this episode will give you actionable insights on how to build a marketing system that drives real growth over time.

    Matt and Kirk discuss:

    • Why your ultimate goal is to build an audience that knows, likes, trusts, and even promotes your advisor services
    • How influence is a system, not a secret
    • Why you need to be actively involved in their marketing
    • The importance of investing in consistent content creation – like podcasts – to build credibility and refine your communication skills
    • The minimum you should be investing in your marketing efforts
    • And more

    Resources: 

    Connect With Kirk Lowe:

    Connect With ProudMouth:

    About Our Guest:

    After decades spent helping build and market successful financial services brands, Kirk recognized the increasing role and importance of influence in the rapidly expanding Expertise Economy. Successful financial advisors harnessing the power of podcasting, video, social media and progressively building their influence were attracting clients rather than having to chase them.

    Kirk’s ‘ah-ha’ moment—that influence is essential for professional experts—led to his co-founding of ProudMouth, an influence accelerator dedicated entirely to liberating financial experts and advisors from the tyranny of sales by giving them the means and methods to become recognized, in-demand authorities.



    1 October 2024, 11:00 am
  • 26 minutes 58 seconds
    How to Build a Lead Magnet That Brings In Ideal Clients With Hillary Gale (Ep. 486)

    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?

    In this episode, Matt Halloran welcomes Hillary Gale — founder of Moneta Copy — for her second appearance on the Top Advisor Marketing Podcast (she’s that good!). Their conversation focuses on lead funnels and the importance of building an “owned audience” through niche-focused lead magnets, such as ebooks, case studies, and workbooks. 

    Matt and Hillary discuss:

    • Why it’s essential to transition your audience from social media engagement to an email list
    • A checklist of questions to inspire the topic  of your niche-focused lead magnet
    • How a lead funnel should be structured, and the importance of ensuring every marketing touchpoint — from social media to long-form content — drives people toward a conversion point
    • Why having a well-crafted website matters, and options for promoting lead magnets across different platforms
    • How to maintain a balance between staying top-of-mind and avoiding pushy sales tactics
    • And more

    Resources: 

    Connect With Hillary Gale:

    Connect With ProudMouth:

    About Our Guest:

    Hillary Gale, founder and CEO of Moneta Copy, is a content strategist and copywriter for financial services professionals. She has been featured in MarketWatch, Wealthtender, and Clever Girl Finance, and is the host of The Finance Marketing Podcast, a show that spotlights in-depth conversations on marketing with financial professionals and finance marketing experts. 

    You can catch her on LinkedIn most weekdays sharing marketing insights and ideas specifically for financial services pros.



    24 September 2024, 11:00 am
  • 30 minutes 13 seconds
    Growth Through Niche Expertise: Strategies for Building a Referable Advisory Business With Brian Haney (Ep. 485)

    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. 

    Matt Halloran is joined by Brian Haney — Founder and CEO of The Haney Company — to explore his battle-tested strategies for building a powerful brand within a niche market. Brian reveals how his family-owned business rebranded to stand out in the association space, developed deep client relationships, and became a trusted thought leader. 

    Matt and Brian discuss:

    • The importance of focusing on a specific niche
    • The significance of understanding your target audience’s needs and creating a positive experience that fosters loyalty and referrals
    • Thought leadership and how it differs from being an expert or specialist
    • How the Haney Company uses various content formats, including LinkedIn posts and podcasts, to engage their audience and reinforce their brand
    • Why you should adopt a mindset focused on adding value and contributing to the community, rather than solely pursuing business opportunities.
    • And more

    Resources: 

    Connect With Brian Haney:

    Connect With ProudMouth:

    About Our Guest:

    Brian Haney is a seasoned financial professional with nearly two decades of experience in helping clients achieve financial freedom. He is passionate about simplifying complex financial decisions, guiding clients toward tailored solutions that improve their financial well-being. A registered representative and investment advisor, Brian holds multiple certifications, including Certified Funds Specialist and Certified Family Business Specialist. He is also an award-winning leader in the financial services industry, recognized for his commitment to diversity and inclusion. Outside of work, Brian enjoys family time, golf, and is a proud dual citizen of the U.S. and Ireland.

    17 September 2024, 11:00 am
  • 27 minutes 7 seconds
    Master Marketing With the Two-Toed Sloth Strategy With Kalli Fedusenko (Ep. 484)

    Channel your inner two-toed sloth.

    Bet that’s the first time you’ve heard that advice. 

    In this episode of the Top Advisor Marketing Podcast, host Matt Halloran talks to Kalli Fedusenko from Kalli Collective about the importance of a strategic — and a patient — approach to marketing, much like the slow and deliberate movement of a two-toed sloth. She shares three keys to a more disciplined and determined marketing approach that “gets you what you want,” without the overwhelm.

    Matt and Kalli discuss:

    • The importance of the buyer’s journey
    • The need for personalized content over ‘canned’ material
    • What advisors stand to gain by evolving their marketing strategies over time, adapting to changes, and maintaining a collaborative effort with their marketing teams
    • A reminder that marketing (like the journey of a sloth) should be a slow, steady, and strategic process aimed at long-term success
    • And more

    Resources: 

    Connect With Kalli Fedusenko:

    Connect With ProudMouth:

    About Our Guest:

    Leveraging her extensive experience in the financial sector to revolutionize digital marketing for advisors, Kalli Fedusenko captivates audiences with her engaging talks. Known for her practical insights and relatable style, Kalli’s expertise helps financial advisors build genuine connections and grow their businesses. Whether speaking, writing, or consulting, Kalli’s mission is to simplify marketing and inspire action. 

    Over 10 years of experience in the financial planning industry, a former position as Digital Marketing Coach For The FPA,  and being formerly licensed with the series 7 & 63 provides Kalli an insight and understanding into your practice and objectives. She specializes in brand strategy, web content strategy, video content planning, and more. This powerful combination of creativity and strategy makes Kalli the perfect guide to give your brand a voice.



    10 September 2024, 11:00 am
  • 27 minutes 38 seconds
    The Power of Authenticity: How to Differentiate Your Advisory Firm with Alternative Investments With Shana Sissel (Ep. 483)
    How do you truly stand out in a crowded and competitive industry? 
    3 September 2024, 11:00 am
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