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Summary:

Do you want to have a content marketing plan that captures your voice, attracts ideal clients, and grows your practice?

In this episode, Matt Halloran talks to Olivia Luper, the founder and chief content writer at Lexicon Content Development. Olivia shares how she helps advisors create authentic content for their website, social media, and email campaigns –– all of which work together to turn prospects into clients. 

Olivia discusses:

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About Our Guest:

Olivia Luper founded Lexicon Content Development in 2018 with the desire to help financial advisors grow their businesses by disseminating well-written, compelling content. She first began writing website content in 2013 while finishing her undergraduate studies. In 2016, Olivia graduated from Florida Atlantic University with a Master of  Arts in English where she concentrated on American modern and postmodern literature.  She is also an aspiring memoirist and published poet.

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Summary:

The Elite Wealth Advisor Symposium™ (EWAS) is an annual invitation-only conference for 100 advisors who want to learn how to exponentially grow their practice while creating more balance in their life.

This year, we had the opportunity to be a part of it –– which means we got to interview amazing people in the financial services industry!

In this episode, Matt Halloran and one of ProudMouth’s professional podcast hosts, Aric Johnson, talk candidly about their experience at EWAS. Why did they love it? Who did they interview? Why are more advisors starting podcasts these days? You’re about to find out! 

Aric and Matt discuss:

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Summary:

You’re all about building relationships as an advisor, right? Then why does your copy still come across as “salesy”? Rather than writing to convert, why not write to connect? 

In this episode, Matt Halloran talks to Derek Pollard, PhD, a leading content specialist and copywriter and the founder of Constellar Creative. Derek invites us to challenge the conventional wisdom of copywriting—writing to sell—explaining why the highest converting copy doesn’t focus on selling but on building relationships. Because when you focus on connecting, the conversions are going to happen. 

Derek discusses:

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About Our Guest:

A passionate educator, Derek Pollard teaches online English courses at Southern New Hampshire University, consistently named one of the nation’s “Best Regional Universities” by U.S. News & World Report. As Series Editor at the University of Michigan Press, Derek acquires new titles and develops marketing content. He is also the founder of Constellar Creative, a creative agency whose clients include Intermountain Healthcare, Jubilant Consulting, and ProudMouth. He is a prior member of the Creative Professionals Board at Urban Arts Partnership.

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Summary:

Do you want to start a podcast, but you’re worried that your story isn’t interesting or that you don’t have enough expertise to share?

Self-doubt is common, especially among women. 

In this episode, Matt Halloran talks to Nicole Casperson, a  fintech reporter-turned-creator. She is the founder and host of WTFintech?, a podcast and newsletter covering fintech with a focus on inclusion. Now, Nicole is sharing her experiences with imposter syndrome and how she empowers other women to share their stories. Nicole also reveals how she has organically grown her new podcast to the point where top fintech guests are seeking her out, asking to be on the show. 

Nicole discusses:

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About Our Guest:

Nicole Casperson is the host of WTFintech? a fintech podcast and newsletter that provides industry professionals the news and analysis they need to get ahead in their careers — and hosts interviews with founders and investors you won’t hear anywhere else. Nicole intertwines her years of experience as a hard-hitting finance journalist with industry expertise to provide culturally relevant content that explores how technology sparks innovation, inclusion, and fun in financial services.

Do you ever leave meetings feeling disappointed because you have disorganized notes that you know will be a nightmare for your team to understand, let alone act on? 

The easiest and best solution is mind mapping!

In this episode, Matt Halloran is joined by Michelle Matus,  the product marketing leader at Meister. Meister has a mind-mapping tool called MindMeister, which we use to organize our meeting notes and podcast outlines into clear, actionable steps. Now, Michelle shares how you can use this tool to transform your ideas into content, turn notes into organized next steps for your team, and collaborate with clients on their retirement plans.

Michelle discusses:

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About Our Guest:

Michelle Matus is the Product Marketing Lead at Meister. With roots in multimedia journalism, she approaches marketing with a focus on storytelling and developing unique insights into the product and user. In her role at Meister, Michelle helps to drive the vision and voice of MindMeister, their flagship mind mapping software. She is a firm believer in the power of mind mapping to unlock creativity and hidden potential, especially as it relates to storytelling. She is a former journalist and podcaster, currently living in Vienna, Austria.

Are you struggling with building and implementing a long-term business development plan?

Perhaps it’s missing some key elements.

In this episode, Matt Halloran talks to Kim (Kimberly) Skermer, coach and founder at The Approach Coaching Method. Kim is here to help you identify what’s missing in your business development plan and authentically map out your business growth.

Kim discusses:

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About Our Guest:

More and more advisors crave REAL and CLEAR conversations around normalizing the true efforts it takes to be a business owner.  This knowledge has led Kim Skermer’s transition of coaching from a Sr. Executive Management level down the path of founder & coach of The Approach Coaching Method. Mentoring hundreds, training small business teams, facilitating numerous seminars, speaking engagements, and surpassing over 24,000 professional coaching hours, the foundation for The Approach Coaching Method is simple — timing, preparation, process, and uncovering your personalized perspective.

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Summary:

Transitioning to a new firm can feel overwhelming due to various reasons… such as moving clients, repapering, and adjusting to new systems, to name a few!

In this episode, Matt Halloran talks to Andree Peterson, chief implementation officer at Integrated Partners. Andree explains how advisors can efficiently transition to a firm that is aligned with their goals and values, while ensuring maximum AUM retention.

Andree discusses:

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About Our Guest:

Andree Peterson 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.

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Summary:

Myth: If you pick a niche, you’ll reduce your number of potential clients.

Reality: Picking a niche fine-tunes your messaging and attracts ideal clients!

In this episode, Matt Halloran talks to Russ Thornton of Wealthcare Capital Management. During his 25 years of managing wealth, Russ has found tremendous success by picking a specific niche. Russ explains how niche marketing is a game-changer for advisors — with improved branding, more referrals, increased client retention, and several more underrated benefits.

Russ discusses:

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About Our Guest:

Russ Thornton has been managing wealth for 25+ years and has helped countless women get ready for retirement, care for their families, build wealth — and most importantly, live great lives. Russ’ mother went through a divorce. Despite being a smart and hard-working woman, the divorce led to significant financial challenges. For example, she was forced to declare personal bankruptcy. What she needed was someone in her corner to help her navigate financial uncertainty and look out for her best interests. So, Russ is devoted to becoming a champion for women like his mother. That’s why he started Wealthcare for Women: to empower you to make financial decisions that enable you to live a great life — without having to worry about money.

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Summary:

In 2021, we re-branded to ProudMouth, surpassed 300 episodes of this podcast, started a new podcast, and built a learning platform called PodRocket Academy. 

We’ve been busy. And we’ve learned a lot about marketing during these last 12 months!

In this episode, Matt Halloran and Kirk Lowe share their seven biggest marketing lessons from 2021. They turn these lessons into strategies that you can implement in 2022 to create marketing that scales your credibility and attracts ideal clients.  

Matt and Kirk discuss:

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Summary:

Advisors, it’s time to stop burning yourself out. If you truly want to live your best retirement, focus on building your health and wealth!

In this episode, Matt Halloran talks to Stevyn Guinnip, an exercise physiologist, certified wellness coach, and the founder & CEO of Grow Wellthy™. Stevyn is on a mission to keep financial services professionals from overworking themselves and to help them and their clients live a healthy and wealthy retirement.

Stevyn discusses:

Resources:

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About Our Guest:

Stevyn Guinnip, MS, CWC is an exercise physiologist, certified wellness coach, and the daughter of a successful financial advisor. She is the Founder & CEO of Grow Wellthy™, where she helps financial professionals treat their health like a valuable asset so they can live well and retire wellthy. She believes that a financial plan without a wellness plan is only half a plan for success. Her new book on health and wealth for financial professionals will be coming out early next year. You can read more about Stevyn here.