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Summary:

Giving equal opportunity to females, people of color, nonbinary individuals, and other underrepresented communities is not just the right thing to do.

It can actually benefit the financial services industry!

In this episode, Matt Halloran speaks with Liv Gagnon, co-founder of Choir, the first conference diversity certification and diversity-tech platform focused on amplifying the voices of underrepresented financial professionals. Liv talks about how DEI initiatives can lead to better business outcomes for everyone involved (conference organizers, speakers, and attendees).

Liv discusses:

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About Our Guest:

Liv Gagnon is the co-founder of Choir, the first conference diversity certification and diversity-tech platform focused on amplifying the voices of financial professionals who are women, non-binary, and people of color. Liv’s career spans a decade working at financial PR and media relations agencies, and in 2018, she founded Portaga (Por-tah-gah) to help impact-driven financial startups build distinguishable brands. Her passion is telling the real and raw stories of people doing important work in the world – especially those who have been underrepresented in the media and in the workplace.  She lives in Los Angeles with her rescue pitbull, June.

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Summary:

Found your niche? Well done!

Now, how do you attract this audience and accelerate your influence?

In this episode, Matt Halloran speaks with Lacey Langford, AFC®, the founder of The Military Money Expert® and the host of the Military Money Show. Lacey reveals the strategies she uses to tap into her niche –– the military community –– and how she has accelerated her influence through podcasting, conferences, blogs, and more.

Lacey discusses:

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About Our Guest:

Lacey Langford is a financial coach, veteran, milspouse, and entrepreneur who changes people’s mindset from being fearful of money to having control and confidence with it. She’s an Accredited Financial Counselor® with over 15 years of financial planning, counseling, and coaching experience. Lacey’s the founder of the Military Money Show, a podcast dedicated to helping the military community with personal finance, and LaceyLangford.com, a personal finance blog specializing in the unique world of the U.S. military. Lacey’s also the founder of MilMoneyCon, a national conference for financial professionals united by military service.

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Summary:

Do you keep sidelining cybersecurity in your practice?

If your firm were to experience a data breach, your clients would lose trust. If an SEC or FINRA auditor were to recognize poor cybersecurity practices, you’d probably have to pay a hefty fine.

To help you be proactive, Matt Halloran is talking to Sid Yenamandra, founder and CEO at Entreda –– the #1 provider of cybersecurity risk and compliance software for wealth managers (acquired by Smarsh). Join them to learn about cybersecurity solutions for wealth management that will help you protect your reputation and client trust.

Sid discusses:

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About Our Guest:

Sid Yenamandra is a seasoned start-up entrepreneur with a deep cyber risk background including working on an NSA-funded program. Sid is the founder and CEO at SaaS company Entreda – #1 Provider of Cybersecurity Risk and Compliance Software for Wealth Managers and other regulated industries sold to Smarsh. Smarsh is a leader in the Gartner Magic Quadrant For Enterprise Information Archive and Compliance Software for four consecutive years. Moreover, Sid serves on the advisory board of numerous venture-funded start-ups and is an active contributor and speaker for many cybersecurity organizations.

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Summary:

Do you want to build a community of raving fans who believe in your mission, make you more referable, and become brand advocates?

In this episode, Matt Halloran talks to Liz Faircloth, co-founder and CEO of The Real Estate InvestHER community® and co-host of The Real Estate InvestHER Show. Liz reveals how she turned a small Facebook group into a massive digital community of over 1.8 million loyal followers.

Liz discusses:

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About Our Guest:

Liz Faircloth co-founded the DeRosa Group in 2005, which controls $60 million of residential and commercial assets. Liz is also the co-founder and CEO of The Real Estate InvestHER community®, which offers accountability and mentorship for women to take their business to the next level. Liz also co-hosts The Real Estate InvestHER Show. And she is the co-author of Only Woman in the Room: Knowledge and Inspiration from 20 Successful Real Estate Women Investors. 

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Summary:

You don’t have to be an experienced author to write a book that speeds up your influence. You just need the right guidance.

In this episode, Matt Halloran talks to New York Times best-selling author Ellen Rogin. She is also a TEDx presenter and former top-producing financial advisor. Ellen shares exactly how she published her hit books, from writing to marketing. And, she gives you her best tips for making time to write, no matter how busy you are.

Ellen discusses:

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About Our Guest:

Ellen Rogin, CPA, CFP® and Abundance Activist® is the co-author of NY Times best-seller “Picture Your Prosperity: Smart Money Moves to Turn Your Vision into Reality.” As a former top-producing financial advisor and founder of a wealth management firm which she successfully sold, Ellen knows first-hand how to build a successful, profitable practice. She speaks internationally, consults to the financial services industry, and trains and mentors advisors to increase their influence, impact, and income. Ellen is a TEDx presenter, and her work has been quoted in such national publications as The New York Times, Money, Time.com, and Forbes.com.

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Summary:

Looking for a one-stop shop to learn everything you need to know about podcasting, digital marketing, and branding?

Introducing the PodRocket Academy — where we help you accelerate your influence and become the trusted authority you’re meant to be.

In this episode, Matt Halloran talks to Julia Ritchie, ProudMouth’s academy coordinator. She discusses our on-demand courses and guides led by podcast producers and marketers, the exclusive benefits across memberships (including our free one), and how to use PodRocket Academy to accelerate your influence — even if you’re ridiculously busy.

Julia discusses:

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About Our Guest:

Julia is a lover of all things writing. With a passion for helping others and a Master’s Degree in Journalism and Communications, Julia is devoted to using her skill set to help people from all walks of life tell their stories. Julia is also a strong believer in lifelong learning, and enjoys conducting extensive research to maximize the impact and effectiveness of her work. At ProudMouth, Julia brings her writing to the social media landscape, where she’s helping advisors tell their stories and connect with those who matter most online.

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Summary:

Want to differentiate yourself from the advisor down the street? 

Consider offering a service that your clients don’t even realize they need yet. (When you mention it, they’ll have a lightbulb moment!)

In this episode, Matt Halloran talks to Betsy Ehrenberg. She’s the CEO and founder of Legacy Concierge, a fintech firm that protects a person’s wealth and digital assets –– emails, videos, playlists, etc. –– after they’ve passed away. Betsy shares how you can help your clients store financial records securely and preserve their memories — making life easier for future generations.

Betsy discusses:

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About Our Guest:

Betsy L. Ehrenberg is CEO and founder of Legacy Concierge, a financial-technology firm that protects wealth after a person passes away. She advises clients on a broad range of security protection options for their portfolio of digital and tangible assets.  Her LOCKYT service locates and secures financial and insurance accounts, preserves photos, videos, and email records, and removes accounts from social media and phone apps. The Legacy Vault organizes digital asset records in the cloud for an annual fee and its contents can be shared with family, attorneys, and other professional advisors.

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Summary:

Advisors often hesitate to niche out because they’re worried about whittling down their number of prospects.  Or worse, picking a niche that doesn’t work out.

Maybe you know that niching is a game changer. But you’re worried, too. How do you get to a place where you can confidently know “these are my people” and attract the right prospects?

In this episode, Matt Halloran talks to Jen Dawson, CFP®, managing director and senior wealth advisor of Hemington Wealth Management. Jen shares why she dared to build a hyper-focused niche practice, serving women lawyers. The benefits of niching down, what she’d do differently, how to create marketing messages that resonate  — she covers it all.

Jen discusses:

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About Our Guest:

Jen Dawson, CFP®, is a Managing Director and Senior Wealth Advisor of Hemington Wealth Management. In addition to her primary role as a wealth advisor for her clients, Jen is a part of Hemington’s leadership team and is responsible for Hemington’s expansion in Chicago. With over 15 years of experience with helping clients have a great relationship with their money, Jen has spent the past six years building a practice where she spends most of her time helping lawyers turn their professional success into financial freedom. She recently co-authored Hemington’s latest study about Women of Wealth: “What Do Breadwinner Women Lawyers Want?” to help raise the bar for supporting women lawyers.

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Summary:

Do you want to differentiate yourself from the advisor down the street? Are you looking for marketing strategies that will not only get your audience’s attention but also turn them into raving fans?

You’ve come to the right place!

In this episode, Matt Halloran talks to David Wilson, the benefits program manager at Lockton Companies. David reveals how he’s using various digital media (including podcasting) to position himself as an expert in personal finance, and how you, too, can catch and hold your audience’s attention. 

David discusses:

Resources: 

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About Our Guest:

David Wilson is a personal finance enthusiast who loves sharing his knowledge with others, especially those who are in college or recent graduates. David was featured in the Ramsey Solutions documentary on the student loan crisis, Borrowed Future, for making it through school debt-free. Since then, he has become a Ramsey Certified Financial Coach and gives back by sharing his knowledge on social media to help others take on college and life without any debt. David also shares the stories of other students who are going through (or have gone through) college debt-free on the YOUR Debt-Free Degree Podcast.

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Summary:

Oftentimes, advisors aren’t fully involved in their clients’ finances — from big investment decisions all the way down to small daily finances.

How then is it possible to give the best advice if you’re not seeing the whole picture? 

In this episode, Matt Halloran talks to Mary Ellen Dugan, chief marketing officer at Envestnet, Inc., a firm with $5.4 trillion in assets under management and nearly 108,000 advisors! Mary Ellen talks about a financial wellness ecosystem that helps advisors stay connected to every aspect of their clients’ financial lives.

Mary Ellen discusses:

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About Our Guest:

As chief marketing officer for Envestnet, Mary Ellen Dugan leads the strategy and execution for all of Envestnet marketing across digital marketing, communications, product marketing, and demand generation. Prior to joining Envestnet, Mary Ellen was the chief marketing officer for WP Engine, a leading Word Press technology platform. Before this role, she held executive marketing roles at Dell and Indeed.com. With over 20 years of experience in strategic marketing and brand building, Mary Ellen is passionate about the role marketing can play in business acceleration.