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Summary:

Do you want to create long-form content that catches and holds your niche’s attention? How about getting your expertise in front of as many ideal prospects as possible?

In this episode, Matt Halloran talks to Zoë Meggert, CEO of Perfectly Planned Content. Zoë tells you how to transform your webinars, podcasts, and blogs in a hundred different ways for social media, making them consumable for every person you want to reach. Zoë and Matt also dig into how modern technology has changed the way advisors connect and build relationships with prospects.

Zoë discusses:

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About Our Guest:

Zoë Meggert founded Perfectly Planned Content because she loves helping financial advisors communicate their value through content marketing. Throughout her career, she has focused on helping businesses communicate their story in a productive way – one that would draw an audience and help them grow their bottom line. Through Perfectly Planned Content, Zoë works to capture her clients’ “why” and tell authentic stories in a voice that’s true to them. 

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Summary:

Are you a wirehouse advisor who dreams of going independent…except the amount of freedom actually sounds a little scary?

In this episode, Matt Halloran is joined by Charlie Van Derven, President of Social Advisors and host of RIA Collective, to give you the ultimate encouragement to become independent, even if the freedom you desire also sparks anxiety. Charlie also reveals why he started The RIA Collective Podcast, which features leadership at independent firms, offering their guidance to captive advisors who are considering a move to independence.

Charlie discusses:

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Charlie has worked with recognizable names such as Morgan Stanley, LPL Financial, UBS Wealth Management, and others to assist in developing digital strategies since 1998. 

His experience in corporations and sales channels, resulting in successful marketing and business development campaigns, created his vision for Social Advisors.

As a father and husband, much of Charlie’s time outside the office is dedicated to family. In his spare time, you’ll find him paddle boarding, golfing, RVing across the country, or rehabbing his home in Florida.

How do top advisors shorten their sales cycles? They build relationships with prospects before they’ve even met them. 

In this episode, Matt Halloran talks to Larry Sprung, founder of Mitlin Financial, about the importance of being vulnerable and showing your authentic self to connect with prospects. Plus, Larry shares his top marketing activities for creating raving fans.

Larry discusses:

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About Our Guest:

Larry Sprung, CFP®, is the founder and wealth advisor at Mitlin Financial, Inc.

As a fiduciary advisor, he and his team are dedicated to facilitating the customization of clients’ portfolios as they work toward reaching their financial objectives. 

Larry is also the host of the Mitlin Money Mindset™ a podcast that’s all about getting your mind right when it comes to all things money.

Outside the office, one of Larry’s greatest passions is raising awareness for mental health. He spent over 12 years serving on the National Board of the American Foundation for Suicide Prevention (AFSP) and sits on its financial and investment committees. 

With his wife, Denise, he has raised more than $1.7 million for the organization through the Keith Milano Memorial Fund. The fund was created at AFSP in memory of his brother-in-law.

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In business, people don’t buy brands. They buy the person and the expertise behind a brand. The question is, how do you start building relationships with your audience?

In this episode, Matt Halloran talks to Matt Reiner, partner of Capital Investment Advisors. They discuss which marketing activities Matt Reiner is using to attract the right clients for the right reasons. He also shares his journey to building relationships, accelerating his influence, and growing his business.

Matt Halloran and Matt Reiner discuss:

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Matt Reiner is both a CFA and CFP and a partner of Capital Investment Advisors, a $2.8 billion RIA in Atlanta, Georgia. Additionally, Matt is the managing partner of Wela Strategies, an RIA that deals with the investment needs of the mass affluent. After spending years as both a financial manager for individuals and helping to lead these two RIAs, Matt founded Benjamin, an AI fintech company that serves the financial advisor industry. 

Matt is dedicated to helping the industry grow and evolve. He has a very simple goal in mind. He wants the wealth management industry – specifically the RIA vertical – to become one of the most innovative, forward-thinking industries on earth. Matt believes that with true innovation, RIAs will attract top-tier talent, create practices that are efficient and scalable, and offer higher-quality personal service to clients at all levels of wealth. Matt Reiner wants to help you become THE advisor of the future

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Summary:

As the world’s perspective changes, so do the needs of your clients. Are you adapting to push forward and rise above within the industry?

In this episode, Matt Halloran talks to Dana Wilson, Founder and CEO of CHIP, and Zach Conway, Founder and CEO of Seeds. They discuss the evolution of financial services through a human perspective, focusing on how a change in clients’ needs and expectations requires companies to adapt their services and create flexible technology.

Dana and Zach discuss:

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Dana Wilson

Dana L. Wilson is an experienced financial professional with over fifteen years in the financial services industry. She graduated from North Carolina Central University, where she received her Bachelor of Business Administration (BBA) with a marketing concentration. 

Dana is the Founder & CEO of CHIP (Changing How Individuals Prosper), a B2B & B2C financial services marketplace platform that makes it easy to find Black and Latinx financial professionals. 

Before starting CHIP, Dana has had experience at firms, such as Merrill Lynch, State Farm, SunTrust Bank, SunTrust Investment Services, a boutique firm on Wall St, and most recently ran her independent advisory practice, Active Financial Planning, before joining Manhattan Wealth as an Independent Financial Advisor.

Dana is also a Startup Coach for Apps Without Code, where she teaches entrepreneurs the fundamentals of business planning and sales and marketing strategies to grow their business.

Zach Conway

Zachary Conway is managing director of Conway Wealth Group. With more than nine years of experience in the financial industry, Zachary oversees business operations and strategy for the practice. In addition, Zachary works directly with clients to provide ongoing advice and financial planning guidance.  Zachary also writes on important industry topics with various media outlets and as a contributor for Forbes.

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Summary:

Do you want to build deeper relationships with CPAs in your area so you can upscale your business?

In this episode, Matt Halloran talks to Robert Sandrew, the Chief Growth Officer at Integrated Partners, about how to build beneficial relationships with CPAs that are grounded in trust.

Robert discusses:

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About Our Guest:

Robert Sandrew supports the growth of Integrated Partners by overseeing recruiting initiatives and assisting advisors in assessing their business model options. His professional background includes over 20 years of experience in the financial services industry building relationships with financial advisors, RIAs and broker/dealers. Rounding out his life involves spending time with his family and taking advantage of the San Diego weather as an avid runner both on the trails and the roads.

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Summary:

“I’m going to die someday, and spoiler alert: so are you.”

After someone dies, your ideal situation is to be allowed to just simply grieve. 

But instead? Most of us are left with grief that’s affected by feeling frustrated, confused, or financially freaked out by legalities. 

In this episode, Matt Halloran talks to Cianna Stewart. She’s the producer and host of Dying Kindness, a podcast for people who are going to die someday. Looking beyond the will, Cianna shares ways to help your clients answer, “How can I be kinder to the people I’ll leave behind?” She cracks open the Death Binder, giving you tips to start resolving that question by the end of this episode. 

Cianna discusses:

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About Our Guest:

Cianna P. Stewart produces and hosts Dying Kindness, a podcast for people who are going to die someday. The goal is to help people make key decisions now in order to be kinder to those they’ll leave behind. 

Cianna’s varied resume includes community organizing, HIV prevention, nonprofit management, startups, theater, documentaries, and event production. Cianna’s tagline: Super curious about nearly everything. Tweet @cianna and visit Dying Kindness to learn more.

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Summary:

Business owners looking to plan their exit need to consider more than just their personal life. 

How many advisors can provide both retirement planning and business exit planning advice?

In this episode, Matt Halloran talks to John Brown, the Founder of Business Enterprise Institute, on becoming an exit planner. John shares his journey to becoming an exit planner and his advice for advisors looking to learn more about exit planning advice.

John discusses:

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For over 30 years, John Brown has guided hundreds of business owners through the most important financial (and emotional) transaction of their lives: the exit from their companies. John started his legal career in Denver, Colorado as an estate planner. While his clients were planning their exits from life, they simply didn’t know how to plan the exit from their companies. John was challenged to create a customizable, repeatable, and successful process that would convert those valuable assets to cash.

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Summary:

Your clients might be getting hundreds of emails and messages every day. If you want your updates to stand out, consider making them hands-free.

With voice updates,  your content is just one Alexa command away.

In this episode, Matt Halloran talks to Emily Binder, the founder of WealthVoice. Emily explains how you can create your own Alexa Skill, which clients and prospects can subscribe to and receive voice updates from you about hot topics, financial planning, and more.

Emily discusses:

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About Our Guest:

Emily Binder is the Founder of WealthVoice, a voice marketing and podcasting app for financial professionals. She is an entrepreneur, speaker, and consultant. Applying over a dozen years of experience as quarterback for successful marketing initiatives from startups to Fortune 500 brands, Emily helps businesses succeed with what’s next. Emily is an in-demand speaker on the future of marketing. She has presented to dozens of groups ranging from Verizon to American Marketing Association to TD Ameritrade, Dimensional Fund Advisors, VOICE Summit, and more. She appears on top marketing and finance podcasts.

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Summary:

A lot of people, especially women, feel anxious about their financial situation. It’s difficult to confront what’s really going on. It’s easy to feel paralyzed by shame. 

In this episode, Matt Halloran talks to Sarah Carlson, founder and private wealth manager at Fulcrum Financial Group, LLC. Drawing from her new book, “Facing Financial Fears,” she shares eight powerful ways to help women learn, grow, and live their best lives. 

Sarah discusses:

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About Our Guest:

A financial planner for 18 years and a wealth management specialist for 28 years, Sarah Carlson, CLU®, ChFC®, CFP® founded Fulcrum Financial Group to help people navigate the many complexities that money can bring to life. Sarah helps clients simplify the process, whatever their dream may be — early retirement, traveling the world, leaving a legacy for future generations, or something else. With experience in securities, trust, wills, investments, and retirement planning, Sarah helps people go from financial fear to financial freedom through a series of steps motivated by curiosity. She is also the author of “Facing Financial Fears.”