Episodes
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Episode 279 – 3 Popular Myths That Stop Advisors From Starting a Podcast
Do you have fears that hold you back from starting a podcast? Or, maybe without realizing it, you believe in three myths that discourage too many advisors from podcasting. In this episode, Matt and Kirk bust the most common myths about podcasting wide open! As relatable and candid as ever, they...
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Episode 278 – How To Use Multiple Forms of Media To Become a Subject Matter Authority –– With Jason Pereira
When a prospect discovers you through your content and experiences your expertise, your credibility as an advisor goes through the roof! Today, Matt is joined by Jason Pereira, a portfolio manager, entrepreneur, lecturer, FinTech expert, writer, podcaster, and award-winning financial planner!…
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Episode 277– Why Top Advisors Are Rebranding Their Client Meetings –– With Duncan MacPherson
Attention advisors! It’s time to re-introduce yourself to your favorite clients so they understand and appreciate your value completely! Today, Matt is joined by Duncan MacPherson, the CEO of Pareto Systems. Join them as they discuss several ways to rejuvenate your client relationship and…
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Episode 276 – How to Make Extremely Accurate Documentation Ridiculously Easy –– With Maree Moscati
Imagine having your prospect and client meetings so well documented that you can pick up exactly where you left off from the previous meeting or call. That would show your prospects and clients that you’re really listening and paying attention to them. But, too often, advisors forget to type…
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Episode 275 – Here’s What It’s Like To Podcast With Us! –– With Lauren Bus
Are you thinking about starting a podcast? Imagine only having to show up to record your podcast, because you have an outsourced marketing team that takes care of everything else, from audio editing to episode promotion! Today, our account manager Lauren Bus joins Matt to tell you exactly what…
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Episode 274 – Why Innovation Is More Essential Than Ever for Today’s Advisors –– With Bill Hortz
In order for financial advisors to accept change, they have to be aware that change is needed. Today, Matt and guest Bill Hortz, the founder and dean of the Institute for Innovation Development, discuss the high need for advisors to embrace innovation, considering that the financial services...
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Episode 273 – How to Attract Ideal Prospects by Being Yourself –– With Matthew Jarvis
Pretending to like golf won’t get you clients. The best way to grow your business is by being authentic and doing things you love with people who love the same things as you! Today, Matt is joined by Matthew Jarvis, the co-founder of The Perfect RIA and president of Jarvis Financial. This episode...
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Episode 272- How To Overcome 15 “Buts” That Keep Your Business From Achieving the Next Level of Success
“I would like to do this but…” There are many “buts” that financial advisors use as reasons to not pursue a better marketing strategy that would move their business forward. Today, Matt and Kirk reveal the 15 “buts” that stop too many businesses from reaching their next level of success. They…
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Episode 271 – Secrets To Writing Click-Worthy Social Media Posts for Your Niche –– With Jeff Woodhouse
Do you know how to write social media posts that speak directly to your niche audience? Posts that aren’t vague or sales-y. But instead, undeniably relevant and valuable –– a magnet for your ideal audience. Jeff Woodhouse, a marketing consultant and the co-owner of Digital Sherpa, joins Matt to...
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Episode 270 – How To Build Influence That Gets Prospects To “Yes” Faster During a Virtual Sales Process –– With Patrick Brewer
Getting a prospect to say “yes” during a 100% virtual sales process will be expensive and take more of everyone’s time if you haven’t already built your influence and credibility online. Today, Matt is joined by Patrick Brewer, the founder of Model FA and a fellow podcast host, to discuss why...
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Episode 269 – 16 Social Media Etiquette Rules for Financial Advisors
There are ways to conduct yourself professionally on social media –– and there are etiquette blunders to avoid at all costs. Today, Kirk and Matt discuss “14 Essential Social Media Etiquette Rules for Brands” written by Todd Clarke and published by Hootsuite. They add their own spin for financial...
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Episode 268 – The Most Successful 401(k) Advisors Niche Out: Here’s How! –– With Jake Rushton
Most 401(k) advisors resist the crucial first step to succeeding in their industry: choosing a niche! In this episode, Matt is joined by Jake Rushton, an expert in the 401(k) world and the founder of 401(k)lub. Jakes gives you step-by-step guidance on how to immerse yourself in your niche’s world...
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Episode 267 – Ways To Get Women Highly Involved in Retirement Planning –– With Marcia Mantell
Women have very different retirements than men, starting with how they plan for it. Today, Matt is joined by Marcia Mantell, the owner of Mantell Retirement Consulting, Inc., a retirement blogger, and author of “What’s the Deal with Retirement for Women?” and “What’s the Deal with Social Security...
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Episode 266 – How To Help Professionally Successful Women Survive a Divorce –– With Allison Jeffereys
50% of marriages in the United States end in divorce. With COVID-19 contributing to an abnormal amount of stress in relationships, there will likely be an influx of divorces in the coming future. In this episode, Matt is joined by Allison Jeffereys, a divorce coach to professionally successful...
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Episode 265 – How To Stop Being Involved in Every Aspect of Your Business
As Michael E. Gerber, author of The E-Myth Revisited, famously said, “If your business depends on you, you don’t own a business — you have a job. And it’s the worst job in the world because you’re working for a lunatic!” You’re not creating any long-term equity in your business if you need to be…
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Episode 264 – How To Become an Author Without Writing a Single Thing –– With Seth Greene
Books are the ultimate business card. But do you actually want to write a book? In this episode, Matt is joined by Seth Greene, founder of Market Domination LLC, to explain how advisors can become an author of their own book, all while skipping the demanding and time-consuming writing process.…
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Episode 263 – How to Help Your Client’s Adult Kids Figure Out Their Financial Future –– With Brian Ursu
Millennials and Gen Zs are often left asking themselves, “Now what?” when they’ve received their first big paycheck or a windfall of money. In this episode, Matt speaks with Brian Ursu, president of Intentional Wealth Advisors and the author of “Now What? A Practical Guide to Figuring Out Your...
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Episode 262 – How To Be a Podcast Host That People Adore: Secrets From a Professional Host –– With Aric Johnson
Are you thinking about starting your own podcast? Or, maybe you’re interested in boosting your podcast hosting skills. Either way, you’re in for a treat! Today, Matt speaks with Top Advisor Marketing’s professional podcast host Aric Johnson. Aric reveals what it takes to get listeners excited…
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Episode 261 – How to Use Original Content to Win Ideal Prospects –– With Jeremy Keil
Imagine having original content that shows your ideal prospects what you do and who you serve. Imagine prospects calling you up, ready to work together, because you’ve proven your knowledge –– and in fact, they already like you! Today, Matt is joined by Jeremy Keil, the owner of Keil Financial...
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Episode 260 – Is Your Digital Marketing Working to Convert Prospects? –– With John Lincoln
Do you know how to track the different pieces of your digital marketing strategy? Do you know which marketing tactics are nurturing prospects effectively –– and which tactics could use some tweaking? In this episode, Matt talks to John Lincoln, CEO of Ignite Visibility, about how to turn your...
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Episode 259 – What Facebook, LinkedIn, and Twitter Launched Once COVID-19 Hit –– With Julia Ritchie
Major social media platforms have been quick to release features that help people adapt to working from home and avoid misinformation during COVID-19. In addition to being helpful during a stressful time, these new features could make advisor marketing easier. Today, Matt talks to Julia Ritchie…
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Episode 258 – RIAs’ Digital Marketing Home Runs During COVID-19 –– With Andrew Healy
Has the transition to relying more on technology during COVID-19 added to an already stressful situation –– or were you already using technology in your practice? Today, Matt is joined by returning guest Andrew Healy, co-founder of Water & Wall, a marketing and communications company that works...
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Episode 257 – Why It’s Time for Advisors To Replace Selling With Content Marketing
People no longer want to be sold to. That means the financial services industry must drastically change their approach to attracting new clients. Today, Matt and Kirk talk about how to stop selling your services and start educating your ideal prospects. They explain why content marketing is...
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Episode 256 – How To Make It Easy for Prospects To Consume Your Content –– With Malcolm Ethridge
You might have excellent content that’s dedicated to making your niche audience’s lives better. Now it’s crucial to make sure your prospects see your content and that it’s easy to consume. Today, Matt speaks with Malcolm Ethridge, the executive vice president at CIC Wealth Management and cohost…
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Episode 255 – How To Work With Underserved Communities and Still Attract High-Net-Worth Clients – With Adri Miller-Heckman
How can you attract more high-net-worth clients and still help groups that are typically underserved by advisors? Today, Matt is joined by Adri Miller-Heckman, founder of FemXadvisor. Adri shares the story of her rebrand into FemXadvisor and how she helps women advisors energize themselves by...
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Episode 254 – How To Use Facebook Ads To Market To Your Ideal Clients –– With Kelley Doutre
If you get super specific with your Facebook Ad targeting, will enough people see your ads? Will you be competing for visibility with Facebook Ads from large financial companies? Today, Matt speaks with Kelley Doutre, founder of Sweet Honey Marketing, about how to get your Facebook Ads in front…
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Episode 253 – 8 Ways to Gain Competitive Advantage in Your Practice
Top advisors are champions in the industry because they’ve strategically moved their companies forward by gaining a competitive advantage. In today’s episode, Kirk and Matt unpack eight ways to increase your competitive advantage. Kirk draws from what he learned in university combined with…
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Episode 252 – How to Create a Safe and Welcoming Space for LGBTQ+ Clients –– With Michelle Waymire
The LGBTQ+ community is still heavily underserved by financial advisors. Are you aware of LGBTQ+ clients’ unique planning needs and how to create a safe environment for different identities? Today, Matt speaks with Michelle Waymire of Young & Scrappy, a financial advisor and financial coach who...
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Episode 251 – 4 Ways for Advisors to Increase Prospect Quality Over Quantity
Lead generation is dying a slow, wonderful death. Large numbers of leads are no longer the ticket to marketing success for advisors. Today, Matt and Kirk dive into four ways to increase your quality of prospects –– and stop focusing on quantity. They highlight the power of being omnipresent with...
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Episode 250 – Latino Communities Are Ready To Begin Talking About Their Money, But Where Should They Go? – With Jannese Torres-Rodriguez
Latino communities are underserved, and many don’t know who to speak with or where to begin talking about their money. In this episode, Matt speaks with Jannese Torres-Rodriguez, host of the Yo Quiero Dinero podcast about her podcast aimed towards Latinas and women of color. Jannese explains how...
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Episode 249 – How RIAs Can Fulfill Every Compliance Requirement Without Sacrificing Time –– With Will Bressman
It’s overwhelming for advisors to make the jump to RIA and become their own governing body. But it can also feel liberating if you have tools that make it easy for you to fulfill compliance activities. Today, Matt talks to Will Bressman, CEO of RIA in a Box®, about the benefits of using RIA...
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Episode 248 – Reasons for Advisors to Drop the Jargon and Start Using Sketches to Explain Financial Concepts –– With Carl Richards
Many advisors believe that if they aren’t using big words and acronyms with clients, then they aren’t proving their credibility. Today, Matt speaks with Carl Richards CFP®, Creator of the Behavior Gap and the Sketch Guy column, which has appeared weekly in The New York Times since 2010. Carl…
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Episode 247 – Reduce Time and Costs During Your Advisory Firm’s Transitions –– With Jeremi Karnell
Today, Matt talks to Jeremi Karnell, president and COO of Truelytics. Truelytics is a leading business-intelligence SaaS (software as a service) platform in the wealth management sector. Truelytics is the first end-to-end data-driven platform that helps wealth management enterprises recruit…
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Episode 246 – How to Fill Your Webinars With Fans (Instead of Skeptics)
Do you have fans or skeptics showing up to your advisor webinars? Fans are familiar with your work. They understand exactly how you help your niche. And they’re eager to invite their network to your webinar. Skeptics are the complete opposite. But they’re the people who usually attend advisors’...
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Episode 245 – Stop Waiting to Start Your Own Financial Podcast –– With Mike Langford
Are you thinking about starting your own podcast, but you’re not convinced that you’ll have an audience? In this episode, Matt talks to Mike Langford, CEO of finservMarketing, about why podcasts are more popular than advisors realize, how he helps advisors find their gravity and attract clients,...
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Episode 244 – How to Be an Ally in a White Male-Dominated Workplace – With Julie Kratz
What does it mean to be an ally? What are some ways that you can be more inclusive in your workplace? Today, Matt speaks with Julie Kratz, a TEDx speaker, inclusive leadership trainer, executive coach, author, and founder of Next Pivot Point, about how to be an ally for women and underrepresented...
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Mini-Series: How to Use Your Video as a Marketing Tool –– With Laura Garfield And Sharon Gottula of Idea Decanter – Part 3
Once you’ve shot your video, it’s time to get this new content in front of your audience. In part three, Matt talks to Laura Garfield and Sharon Gottula of Idea Decanter about how to get the most marketing mileage out of your video. Laura and Sharon unpack four marketing steps and explain how to...
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Mini-Series: What to Do Before You Shoot Your Video –– With Laura Garfield and Sharon Gottula of Idea Decanter – Part 2
It can feel nerve-wracking to be in front of a camera, especially if it’s your first time shooting a video. In part two, Matt is back with Laura Garfield and Sharon Gottula of Idea Decanter to help you prepare for shooting your video. Laura and Sharon walk you through the best equipment and…
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Mini-Series: How to Make Your Videos Way More Authentic –– With Laura Garfield And Sharon Gottula of Idea Decanter – Part 1
How can advisors become more memorable to clients in a short amount of time? In today’s episode of Top Advisor Marketing Podcast, Matt kicks off a three-part mini-series with Laura Garfield and Sharon Gottula of Idea Decanter. In part one, Laura and Sharon explain how to be authentic in your...
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Episode 243 – How to Make Your Advisor Website Accessible –– With Natalie Hadley
Making your advisor website accessible doesn’t have to be difficult or expensive. And advisors who don’t make their website accessible will miss out on a $21 billion market. In this episode, Matt speaks with Natalie Hadley, the vice president of Outlook Business Solutions. Natalie unpacks actions...
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Episode 242 – PR Hacks for Every Financial Advisor –– With Marie Swift
Do you know to think like a journalist in order to get your expertise published? In this episode, Matt talks to Marie Swift, president and CEO of Impact Communications, about PR hacks that advisors can use right away. Marie also explains why now is the time for advisors to be bolder with their...
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Episode 241 – How to Go From Bad to Good to Great Marketing
Do your marketing tactics strengthen your credibility? Or is it possible that your tactics are actually damaging your reputation and costing you time, money, and opportunities? In this episode, Matt and Kirk walk you through examples of bad, good, and great advisor marketing. You will learn how…
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Episode 240 – What Will Your Comeback Story Be? –– With Bob DiMeo
As an advisor, what will your comeback story look like at the end of the pandemic? How are you going to do things differently, become more helpful to clients, and more aligned with what’s important to you? In this episode, Matt talks to returning guest Bob DiMeo, CEO of DiMeo Schneider. They...
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Episode 239 – Easy Ways to Increase Traffic to Your Advisor Website –– With Nitesh Verma
You don’t have to be a Google expert to increase your website traffic. In this episode, Matt speaks with Nitesh Verma, director of growth at Advisor Websites. Nitesh shares organic ways for financial advisors to rank higher on Google’s Search Engine Results Page, where to upload your videos for...
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Episode 238 – 5 Reasons Your Lead Generation Isn’t Effective And How To Improve It
Are you wasting time chasing leads that end up being unqualified or clueless about your real value? In this episode, Matt and Kirk uncover 5 reasons why advisors’ lead generation isn’t working and how to fix it. You will learn how to shift your marketing tactics to start building relationships…
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Episode 237 – Start Making Connection Calls With Your Clients Now – With Brad Johnson
People are desperate for connection right now. What are you doing to show your clients that you’re there for them? In this episode, Matt speaks with Brad Johnson, VP of advisor development at Advisors Excel and host of The Elite Advisor Blueprint podcast. Brad walks you through a much-needed and...
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Episode 236 – How Advisors Can Benefit From Leadership Development –– With Peter Montoya
What is the value of leadership development for advisors? Why do they tend to focus so little on it? In this episode, Matt talks to Peter Montoya, the best-selling author of “The Brand Called You” and his latest books, “Meetings Without Walls” and “Leadership Power.” He’s also a sought-after and...
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Episode 235 – Overcome Your Self-Limiting Beliefs and Win! –– With JM Ryerson
We often limit ourselves by questioning what we believe we’re capable of. This could be a result of the type of headspace we entrap ourselves in. In this episode, Matt speaks with JM Ryerson, a leadership expert and the CEO of Let’s Go Win. JM speaks about the importance of getting in the right...
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Episode 234 – Stop Viewing Compliance as Your Business-Prevention Department –– With Leila Shaver
Are you an advisor who feels nervous about compliance? Join the club. You might even want to start a podcast, but you’re worried about navigating compliance’s requirements. In this episode, Matt speaks with Leila Shaver, owner and managing partner of My RIA Lawyer. Leila takes a deep look into...
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Episode 233 – Beware of “10X” and “We Fill Your Pipeline” Claims
If a marketing expert promises you results that seem too good to be true, it probably is. In this episode, Matt and Kirk discuss why they believe it’s irresponsible for “marketing gurus” and “lead-generation experts” to claim that they can fill financial advisors’ pipelines and get them 10X the...
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