Top Advisor Marketing Podcast

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:

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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.

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:

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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.

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:

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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.

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:

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.

How do you truly stand out in a crowded and competitive industry? 

In this episode of the Top Advisor Marketing Podcast, host Matt Halloran interviews Shana Sissel, the “Queen of Alternatives” and CEO of Banríon Capital Management. She opens up about the challenges she has faced as a successful woman in a male-dominated industry, sharing how she has turned negative feedback into a powerful message of empowerment. Her story is a testament to the importance of staying true to who you are, particularly for women in finance who often feel pressured to conform.

This conversation also explores the importance of offering differentiated investment opportunities to clients. Shana emphasizes the value of alternative investments in helping advisors stand out and connect with clients on a much deeper level.

Matt and Shana discuss:

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Connect With Shana Sissel:

Connect With ProudMouth:

About Our Guest:

Shana Orczyk Sissel, CEO of Banríon Capital Management, guides independent advisors through alternative investing, focusing on education, platform development, and due diligence. She played a pivotal role in launching Armada ETF Advisors and their first product, the Home Appreciation U.S. REIT ETF (HAUS). With over two decades of investment management experience, Shana has held leadership roles at Cope Corrales and Spotlight Asset Group. Known as the “Queen of Alternatives,” she frequently appears on CNBC, Bloomberg, and Fox Business. Shana holds a BS from UMass Amherst, an MBA from Bentley University, and the CAIA designation.

You’ve heard the advice a hundred times before, but knowing what to do is not the same as knowing how to do it. 

So, how can you effectively leverage niche marketing and personal branding to grow your financial services firm and establish credibility with clients?

In this episode, Matt Halloran is joined by Billy Peterson — president of Peterson Wealth Services, Inc. — to break down his successful transition from professional jockey to sought-after financial advisor. He also shares the challenges and rewards of writing and publishing two books, which significantly boosted his credibility and attracted new clients. 

Billy’s story is proof that with the right mindset and strategy, you can turn any passion into a powerful, influence-building brand.

Billy and Matt discuss:

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Connect With Billy Peterson:

Connect With ProudMouth:

About Our Guest:

After more than 10 years as a winning quarter-horse jockey, Billy made the decision to pursue a brand new challenge: helping investors meet and exceed their short and long-term financial objectives. As a financial planner, he works to connect with his clients professionally and personally.

A graduate of the University of Texas at El Paso, Billy holds a Bachelor of Arts in business administration and finance. He has continued his education throughout his career. Billy’s financial services career began in 1996 in Long Beach, California, where he served as a senior vice president of investments with PaineWebber. He went on to serve as a senior vice president of wealth management with Morgan Stanley Smith Barney before pursuing independence in 2009 by opening his own financial services company, Peterson Wealth Services, Inc.

Billy is a native of Morgan, Utah, where he currently resides with his wife, Heather, and their five children, Cade, Karly, Brig, Kaiya and Berkley. Outside the office, he enjoys trail running, hunting, fishing, and raising and racing horses.

Do you want to turn your podcast appearances into more business wins? 

You shouldn’t have to guess your way to success. Get insider tips on how to strategically attract your dream clients and grow your influence with guesting.

In this episode, Matt Halloran talks to Tom Schwab — co-founder of Interview Valet — about how to leverage podcast guesting as a powerful marketing strategy. They discuss how to approach podcasting with the right mindset and land interviews that actually move the needle for your business.

Tom and Matt discuss:

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Connect With Tom Schwab:

Connect With ProudMouth:

About Our Guest:

Tom Schwab believes you are not One Funnel Away but One Conversation Away. That’s been his experience over the last decade as the Founder of

Interview Valet and a pioneer in leveraging targeted podcast interviews as a powerful marketing channel. Working with over 1500 clients including Fortune 500 companies, top professional services, and high-level coaches and Consultants.

Tom’s been called the Godfather of Podcast Interview Marketing. His book, The Podcast Guest Profits: How To Grow Your Business With A Targeted Interview Strategy has been called the bible of podcast guesting. He routinely speaks at top business conferences about how to turn their listeners into your clients.

As an engineer, Navy Veteran, and Nuclear Propulsion Plant Operator, Tom thinks differently than most. He has a refreshing new view on marketing in 2024 and how you can move beyond fighting to break through the noise and finally get heard by your ideal clients.

Thinking about transitioning to a new broker-dealer or becoming fully independent? You’re not alone. Financial services is an industry constantly on the move.

But what exactly do you need to consider and do?

In this episode, Matt Halloran welcomes Abby Salameh — Chief Growth Officer at RFG Advisory — to explore the support RFG provides to advisors transitioning to their platform. This includes financial analysis and projections, branding and marketing assistance, and a dedicated team to manage the transition process, ensuring a smooth move for both advisors and their clients.

Matt and Abby discuss:

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Connect With Abby Salameh:

Connect With ProudMouth:

About Our Guest:

Abby Salameh is a seasoned C-suite executive with extensive expertise in expanding financial advisory, alternative investment, fintech, and financial services organizations, particularly those undergoing transformation.

As the Chief Growth Officer at RFG Advisory, Abby draws on a distinguished career, having held CMO positions at top RIAs like Private Advisor Group and Hightower Advisors, as well as alts platform CAIS.

To beat the market, you’ve got to buy and hold. 

To win at marketing… you need to do the same thing.

Marketing, like investing, should be approached with a long-term perspective, focusing on building “marketing equity” through consistent efforts that compound over time. It is NOT a quick fix. 

In this special replay episode, Matt Halloran and Kirk Lowe turn the tables. They show you how to take your own advice as an advisor: start early for compounded results, diversify, have a well defined plan, and defer to the experts for advice. 

Matt and Kirk discuss:

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Connect With ProudMouth:

Pop quiz: Can advisors use client testimonials and online reviews as marketing tools while remaining compliant with SEC regulations?

In this episode, Matt Halloran is joined by Whit Lanier — co-founder of Amplify Reviews — to talk about the regulations surrounding testimonials and how advisors can leverage them compliantly. Discover why client testimonials are no longer a “nice-to-have,” but a “must-have” to stay competitive in the digital age.

Whit and Matt discuss:

“The best way to deal with either bad reviews or not having as many as you want is to try and drown them in good reviews.” ~Whit Lanier

Resources: 

Connect With Whit Lanier:

Connect With ProudMouth:

About Our Guest:

Whit Lanier is the CEO and co-founder of Amplify Reviews, helping financial advisors manage online reviews. A serial entrepreneur, his previous startup became a leading healthcare technology vendor, processing over 60 million patient reviews for major health systems. 

Whit’s career includes roles in management consulting, marketing, and executive management. He holds degrees from Vanderbilt University and Kellogg School of Management. Outside work, Whit plays bass in a local band, holds a black belt in Brazilian Jiu Jitsu, and enjoys family life with his wife, three daughters, and a mini-goldendoodle.