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.

  • 29 minutes 37 seconds
    Turning Education Into Trust: How Advisors Can Win Clients With Carrie Roso (Ep. 498)

    Let’s face it — nobody wants to be sold to. 

    But you know what people love? Learning something that changes their perspective and adds real value to their lives. That’s how relationships are built.  

    In this episode of the Top Advisor Marketing Podcast, Matt Halloran talks to Carrie Roso—Director of Marketing at FMT Solutions—about how financial advisors can turn education into their most powerful client acquisition tool. This is about delivering real value through authentic, long-form workshops that leave attendees saying, “Wow, I trust this person.”

    Tune in, and discover how to reach more clients and ignite strong relationships by positioning yourself as a credible source in your community. 

    Matt and Carrie discuss:

    • Why giving away value is the smartest way to grow your business
    • Tips for becoming a confident, engaging presenter — even if public speaking isn’t your thing
    • Why FMT’s model boasts an impressive 80% conversion rate from attendees to one-on-one appointments
    • The role of predictive targeting
    • Why you should be charging for your workshops
    • And more

    Just trust the process, be authentic, give it away.” ~Carrie Roso

    Resources: 

    Connect With Carrie Roso:

    Connect With ProudMouth:

    About Our Guest:

    Carrie Roso is the Director of Marketing at FMT Solutions, where she leverages over 20 years of experience in financial services and technology to connect fiduciary advisors with clients through education-driven strategies. 

    Previously, she led transformative initiatives at Umpqua Bank, including launching a top-performing mobile app and modernizing the brand with a popular podcast. 

    Carrie holds a master’s in strategic communications from the University of Oregon and excels in crafting impactful marketing campaigns that drive engagement and growth.

    17 December 2024, 11:00 am
  • 33 minutes 33 seconds
    Advisor Marketing Plan, Part 3 : Expand Your Reach and Influence With Kirk Lowe (Ep. 497)

    Your marketing approach shouldn’t just reach an audience. It should transform that reach into meaningful engagement, referrals, and partnerships.

    In part three, Matt Halloran and Kirk Lowe guide listeners through the essentials of years two and three of a long-term marketing plan.

    This installment builds on the foundation laid in the previous episodes, sharing actionable strategies to expand your reach, deepen client relationships, and boost credibility through referrals, partnerships, and targeted PR. They also discuss techniques to engage local influencers, refine calls-to-action, and incorporate media promotion, making a case for both organic and paid growth approaches.

    Matt and Kirk discuss:

    • The importance of consistency and adaptability
    • Why it’s crucial to keep your branding relevant, update referral networks, and expand your expert connections
    • How to leverage centers of influence
    • Why you should be hosting events (hint: deeper connections)
    • What a strategic partnership is, and why you need them 
    • 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 Lowe 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.



    10 December 2024, 11:00 am
  • 34 minutes 54 seconds
    Advisor Marketing Plan, Part 2: Achieve Escape Velocity With Kirk Lowe (Ep. 496)

    In this episode of the Top Advisor Marketing Podcast, Matt Halloran and Kirk Lowe continue their multi-part series on building a powerful influence marketing strategy

    In part two, they explore the concept of “escape velocity,” using the analogy of a rocket launch to explain how you can propel your influence beyond the foundational work covered in the previous episode.

    Tune in for actionable advice on what to implement next — and why — including hosting webinars, setting up email sequences, engaging with niche associations, and connecting with your audience through relatable social media posts.

    Matt and Kirk discuss:

    • The importance of using a strategic approach to content creation
    • The need for authenticity and consistency, highlighting how small and steady efforts can lead to long-term success in becoming an authority in your niche
    • Proven tips to secure guest spots on the podcasts your audience listens to
    • Why being proud of your own show and actively promoting it to your audience is your secret to success
    • 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 Lowe 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.



    3 December 2024, 11:00 am
  • 28 minutes 40 seconds
    Advisor Marketing Plan, Part 1: Building Your Foundation for Influence With Kirk Lowe (Ep. 495)

    What foundational steps should you take in the first year to build your influence through content marketing?

    In this episode — Part one of three — Matt Halloran is joined by ProudMouth CEO Kirk Lowe to unveil the secrets to building a powerful influence marketing strategy. Tune in as they guide you through every step of the journey, sharing proven advice to help you build a brand that resonates, drives engagement, and sets your business apart from the competition. 

    Tired of being the best-kept secret in the financial services world? Start here, and don’t forget to return for Parts Two and Three. 

    Matt and Kirk discuss:

    • The importance and essential steps to building a strong foundation in the first year 
    • Actionable tips on how to atomize content, craft strong messaging, and use tools like webinars and lead magnets to attract and nurture leads
    • Ways to pinpoint your niche 
    • The consequences of having a non-existent or poorly defined brand
    • Where to find a steady supply of laser-focused topics
    • 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 Lowe 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.

    26 November 2024, 11:00 am
  • 29 minutes 23 seconds
    How Aligning Life and Money Changes Everything With Dr. Preston Cherry (Ep. 494)

    We often talk about wealth and wellbeing interchangeably, as though they’re the same thing. They’re not. 

    In this episode of the Top Advisor Marketing Podcast, Dr. Preston Cherry, Founder of Concurrent Financial Planning and a leading voice in the industry, shares insights on behavioral finance, his philosophy of aligning life and money, and how his book, Wealth in the Key of Life, offers both advisors and clients a fresh approach to financial wellness.

    Through personal stories and professional wisdom, he encourages listeners to reflect on their financial lives with empathy and intention, rather than falling into rigid or outdated norms.

    Matt and Dr. Cherry discuss:

    • The significance of behavioral finance in understanding clients’ financial decisions
    • How advisors can serve clients more effectively by understanding the psychology of money
    • Insights from his book, which offers a fresh perspective on financial planning
    • How to bridge the gap between financial goals and personal values
    • Practical strategies for advisors to foster deeper client relationships and enhance financial well-being
    • And more

    Advance the human condition through financial advice and education.” 

    ~Dr. Preston Cherry

    Resources: 

    Connect With Dr. Preston Cherry:

    Connect With ProudMouth:

    About Our Guest:

    Dr. Cherry, Founder & President of Concurrent Financial Planning, leads the Financial Planning Program and directs the Charles Schwab Center for Personal Financial Planning at UW–Green Bay. With over 15 years of experience, he empowers people to shape their financial stories for wellness and freedom. His research focuses on personality traits and financial risks. Cited by top publications, he’s an Investopedia Top 100 Advisor and Financial Therapy Association President. Preston is also a poetry-writing, vinyl-loving uncle.



    19 November 2024, 11:00 am
  • 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 Dr. Crosby 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. 
    8 October 2024, 11:00 am
  • More Episodes? Get the App
© MoonFM 2024. All rights reserved.