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Summary:

You probably have hidden profits in your business. Are you ready to find them?

In this episode, Matt Halloran talks to Joe Lukacs, the founder of Magellan Network & MasterMind. Joe shares four ways to  tap into profits that are hiding in your business –– while getting the highest returns on your time, effort, and money. You’ll get advice you can use right away, no matter how long you’ve been in the industry.

Joe discusses:

Resources: 

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About Our Guest:

Joe Lukacs is the founder of Magellan Network & MasterMind and the host of The Magellan Network Podcast. Joe has coached and consulted over 2,500 practices in his nearly 30-year career, resulting in over $50B of AUM and over $500M additional revenue. He partners with financial advisors to optimize and grow their practices.

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Summary:

What does client success look like?

How can your marketing help connect with clients and prospects?

In this episode, Matt Halloran talks to Alison Friedel, ProudMouth’s client success manager. Join them as they discuss ways to speed up your clients’ success and build lasting relationships.

Alison discusses:

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About Our Guest:

Having over 20 years in all types of customer experiences, from insurance, furniture sales, retail and the beauty industry, Alison Friedel dedicates herself 100% to ensuring client satisfaction. She has never shied away from learning new skills and prides herself in her desire to learn more in each role she has accepted. She has been instrumental in many client building projects and the promotion of fellow leaders.

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Summary:

67% of Americans don’t have an estate plan, according to a recent survey. Most of them “just haven’t gotten around to it.”

Estate planning feels daunting. But what if you could make it easy for clients –– including the stragglers –– to finally get it done?

In this episode, Matt Halloran talks to Ryan Stark, an advisor solutions specialist at Trust & Will. Ryan shares a solution for inspiring clients to take action on their estate plan, no matter how long they’ve been putting it off. He also shares why this solution is key to boosting your value and referrability.

Ryan discusses:

Resources: 

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About Our Guest:

Ryan Stark was a financial planner for 8 years and specialized in comprehensive planning for retirees and special needs families. Now, as an advisor solution specialist with Trust & Will, he now uses his experience to guide other financial planners on how to deepen the value of estate planning they provide to their clients.

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Summary:

The best CPA partnerships accomplish both: improving your client experience and growing your revenue.

But how and where can you find such partnerships?

Find out in this episode, as Matt Halloran interviews Andree Mohr and John Pastore of Integrated Partners, which offers a dynamic co-source model to advisors and CPAs. They talk about how to increase referrals, provide a more holistic client service, and grow your business using CPA partnerships.

Andree and John discuss:

Resources: 

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About Our Guest:

Andree Mohr is the chief implementation officer at Integrated Partners. As the liaison between Integrated and its custodial partners, Andree manages the onboarding and transition processes for all advisors, professional partners, and administrative personnel. She has managed the transitions of numerous advisors, each with differing backgrounds and complexity to their practices and she understands the nuances involved. Andree recently managed the transition of 120 registered reps and 40 non-licensed personnel in one of the largest transitions in LPL history in which 50,000 client accounts were moved.

John Pastore supports Integrated Partners’ growth by helping financial advisors build strong and profitable relationships with professional partners. Conversely, John helps professional partners to incorporate financial services into their practice offerings and implement Integrated’s dynamic co-source model. The goal is a three-part success story: We want our advisors to build their practices. We want our professional partners to create new revenue streams. We want to help more clients work towards their financial goals. It’s a win-win-win situation.

In advancing cultural diversity in the workplace, attracting and retaining diverse talent can often be a challenge.

Not anymore!

In this episode, Matt Halloran speaks with Lazetta Rainey Braxton, founder and CEO of Lazetta & Associates, about amplifying diversity, inclusion, equality, and belonging (DEIB) in financial services and how it contributes to business growth.

Lazetta discusses:

Connect With Lazetta Rainey Braxton:

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About Our Guest:

Lazetta is passionate about amplifying diversity, inclusion, equality, and belonging in the financial planning profession, and does so through financial planning, public speaking, writing, consulting, and coaching. Through Lazetta’s RIA consulting practice, Lazetta & Associates, she employs a “no fear, no shame zone” to help financial services firms nurture culturally aware and hospitable workplace environments that ignite innovation and allocate equity amongst their employees. A sought-after financial expert, Lazetta also serves as co-CEO of 2050 Wealth Partners. Recognized for her leadership, entrepreneurial spirit, and dedication, Lazetta was named as a Crain’s New York Business Notable Black Leader and Executive, as well as one of the top 10 of Investopedia’s 100 Top Financial Advisors.

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Summary:

Organizing events is a great way to engage with clients and prospects.

But before you organize another wine tasting event, ask yourself: How does this event fit into your overall marketing strategy?

In this episode, Matt Halloran speaks with Elyse Stoner, founder and chief strategist of Fresh Perspective Consulting and co-founder of Custom Strategic Marketing for Wealth Advisors. Elyse explains how you can optimize your event marketing to find your ideal clients and motivate them to act and engage.

Elyse discusses:

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About Our Guest:

Elyse Stoner combines over 30 years of unique professional marketing experiences with her natural ability to look at the world from a different, strategic lens as the founder & chief strategist of Fresh Perspective Consulting, where she partners with businesses to maximize the marketing value of their events and event participation through her unique ROM (Return on the Moment) paradigm. Her clients include financial advisors, lawyers, and top-ranked law and business school administrations, who have increased their ROM through her guidance to learn more about the “why” of their events, who their target audience really is, and how to motivate that audience to act and engage. She and Angela York of OnPoint Wealth Advisor Marketing have teamed up to create the Custom Strategic Marketing for Wealth Advisors program.

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Summary:

Only 6% of writers get halfway through a book.*

For the rest, their book remains a dream.

Are you an advisor who has always thought of writing a book — perhaps even started one — but never finished it?

In this episode, Matt Halloran speaks with Kristin Shea, business development coach at Triad Partners. Kristin is an award-winning and highly sought-after consultant, speaker, author, and influencer on a mission to serve and change the independent financial advisor space. Today, she shares her experience of publishing a book.

Kristin discusses:

*Stat Source: Melore, C. (2021, November 11). More than half of Americans think their life is worthy of a book deal.

Resources: 

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About Our Guest:

Kristin Shea, RICP®, is an award-winning and highly sought-after consultant, speaker, author, and influencer on a mission to serve and change the independent financial advisor space. Kristin has dedicated her career to delivering the art of digital marketing and CEO coaching to forward-thinking financial advisors, and currently works at Triad Partners—a business development company and the first exclusive IMO in the industry. Known for her honest voice and sense of humor, Kristin delivers a clear roadmap to scaling your practice, standing out from the herd, and creating success online.

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Summary:

What’s stopping you from sharing your thought leadership? Is it a busy schedule? Is it a lack of confidence? Or is it both?

Our guest today, Meg Bartelt, has consistently blogged for 6 years — even during times when things got overwhelming.

In this episode, Matt Halloran interviews Meg Bartelt, CFP®, MS, founder and lead planner at Flow Financial Planning, LLC. Meg candidly talks about her confidence crisis as a business owner and how she was still able to find the time and strength for content marketing.

Meg discusses:

Resources: 

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About Our Guest:

Meg Bartelt, CFP®, MS is the founder of Flow Financial Planning, LLC, a fee-only, virtual financial planning firm dedicated to women in their early-to-mid career in tech. The firm specializes in pre-IPO and IPO planning and not making people feel bad about their finances. Meg received a Bachelor’s degree in Economics from Wellesley College and a Master’s degree in Financial Planning from Golden Gate University. She is a Certified Financial Planner™ professional, a Registered Life Planner®, and a member of the Financial Planning Association and the XY Planning Network.

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Summary:

Do you want a 12-month marketing plan that’s strategic, measurable, has actionable items, and is based on reliable data?

Most advisors do! BUT, they don’t know how to get started or lack a marketing team to support them.

In this episode, Matt Halloran talks to Angela York, founder of OnPoint Wealth Advisor Marketing. Angela reveals her proprietary three-step process for creating a custom strategic marketing plan for wealth advisors — and it’s completely compliance friendly!

Angela discusses:

Resources: 

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About Our Guest:

After getting her degree in communications, with an emphasis in marketing and television production, Angela’s first job was at a marketing and advertising agency. As her career advanced upward, Angela shifted from the agency world to the client side and into the wealth management industry when she took a role with an advisory firm as their Marketing Director. Over the years, Angela learned the industry inside and out and started her own consulting firm in 2008. With nearly 25 years of experience, she consults exclusively with financial advisors in marketing, implementation, and event planning.

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Summary:

Have you heard about niche marketing but still aren’t convinced that it can grow your business?

Perhaps hearing from someone who has walked the walk might help.

In this episode, Matt Halloran talks to Jane Mepham, the founder and principal advisor at Elgon Financial Advisors LLC. Having picked a highly specific niche — first-generation Americans and immigrants working in the STEM space — Jane debunks the myths around niche marketing and attests to its true potential.

Jane discusses:

Resources: 

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About Our Guest:

Jane Mepham knows what it means to move to a new country and be a cultural stranger despite what would have been considered some great academic credentials in the tech space. With a passion for helping immigrants with wealth management, Jane founded Elgon Financial Advisors, a fee-only firm. Prior to that, Jane worked for a well-known national financial planning firm where her work with immigrants in the medical field convinced her that she needed a firm specifically designed to serve successful immigrants looking for advisors who’d be culturally sensitive to their backgrounds.