Top Advisor Marketing Podcast

Growth Through Niche Expertise: Strategies for Building a Referable Advisory Business With Brian Haney (Ep. 485)

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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: 

    • PodRocket Influence Academy (Enroll for FREE)
    • Association: Million Dollar Round Table (MDRT)
    • Website: Succession Resource Group
    • Community: Podcast Movement

      • Connect With Brian Haney:

      • LinkedIn: Brian Haney
      • Website: Brian Haney
      • Website: The Haney Company
      • Twitter/X: @TheHaneyCompany 

        • Connect With ProudMouth:

        • Thinking about starting your own podcast? Book a call with our team to learn about our done-with-you service
        • ProudMouth
        • LinkedIn: Matt Halloran
        • Twitter: Matt Halloran
        • LinkedIn: ProudMouth
        • Facebook: ProudMouth
        • Twitter: ProudMouth
        • YouTube: 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.

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          Top Advisor Marketing PodcastBy Matt Halloran, CRO at ProudMouth
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