Top Advisor Marketing Podcast

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encourages listeners to reflect on their financial lives with empathy and intention, rather than falling into rigid or outdated norms.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:

“Advance the human condition through financial advice and education.” 

~Dr. Preston Cherry

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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.

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:

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

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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.

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:

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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.

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:

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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.

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:

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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.

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:

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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.

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:

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Connect With Jessica Brown:

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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.

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:

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.

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:

Resources: 

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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:

Resources: 

Connect With Brian Haney:

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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.