It’s time to gaze into our crystal ball once again. 🔮

In this episode of the Top Advisor Marketing Podcast, Matt Halloran and Kirk Lowe share their predictions for successful marketing in 2025, tackling topics every advisor needs to hear. 

From leveraging AI to streamline workflows while maintaining a human touch, to the necessity of creating authentic content that truly connects with your audience, this episode offers actionable insights for staying ahead in a competitive industry. Plus, Matt and Kirk explore how embracing these trends now could position you to capture a slice of the $74 trillion great wealth transfer.

And the conversation doesn’t shy away from tough truths, like why ignoring content marketing is no longer an option and how advisors must step into figurehead roles to establish credibility and trust. 

Matt and Kirk discuss:

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Connect With Kirk Lowe:

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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.

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:

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

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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.

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:

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.

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:

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.

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:

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.

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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Connect With 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

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.

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:

Resources: 

Connect With Brian Portnoy:

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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:

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.