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Summary:

You know exactly how you can transform your client’s life. But you just can’t seem to find the right words to tell them how. Sound familiar?

In this episode, Matt Halloran talks to Derek Pollard, PhD, MFA, a leading content specialist and copywriter and the founder of Constellar Creative. Derek shares why writing with empathy, or “listening outward,” is key to sharing your expertise and empowering your audience with even greater confidence, clarity, and assurance.

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:

Your prospects may not hire you right away. But when they’re ready to work with an advisor, you’ll want them to think of you first! 

In this episode, Matt Halloran talks to Carson Heady. Carson is Microsoft’s health solutions director and their number one social seller, as well as a Sales Hall of Fame inductee and a best-selling author. Now, he’s making the case for how advisors can benefit from social selling, especially on LinkedIn! Carson shares how to use social selling to stay top of mind and build a community around your expertise.  

Carson discusses:

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About Our Guest:

Carson Heady is Microsoft’s health solutions director and their number one social seller. He is also a Sales Hall of Fame inductee, eight-time CEO award winner, and a best-selling author of the “Birth of a Salesman” series. As well, Carson has been number one in nine senior leadership and sales roles across four companies including Microsoft and AT&T.

When a podcaster stops producing episodes, suddenly and without notice, that’s called “podfade.”

Believe it or not, 50% of podcasts podfade before reaching episode seven. And then another 50% quit before episode 20!*

In this episode, Matt Halloran and Kirk Lowe share best practices for keeping your podcast going forever. Having produced 3500+ podcast episodes for clients and ProudMouth, they know how to avoid common mistakes that cause even the most enthusiastic podcasters to podfade.

Matt and Kirk discuss:

(*Data from Blubrry, a podcasting company that serves over 125,000 podcasters.)

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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.

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Summary:

A staggering 73% of parents with children under 18 say that paying for college is their top financial fear, according to Gallup. 

Not included in that statistic is the number of parents who are also stressed about trying to save for retirement at the same time!

Imagine being the one to help clients solve these problems? 

In this episode, Matt Halloran is joined by Brock Jolly, a financial advisor with Veritas Financial, LLC, and the founder of The College Funding Coach®. Brock teaches you how to become a sought-after advisor for helping clients plan for college expenses without sacrificing their dream retirement.

Brock discusses:

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About Our Guest:

Brock Jolly, CFP®, CLU®, ChFC®, CASL®, CFBS®, RICP®, is a financial advisor with Veritas Financial, LLC, and the founder of The College Funding Coach®, which teaches parents strategies for saving and paying for college without jeopardizing their own retirement savings through a unique workshop entitled, “Little-Known Secrets of Paying for College.” What started as a small adult education class in the Washington, D.C. suburbs has spread to a national platform that teaches several hundred workshops each year to audiences of up to a few thousand parents.

Every advisor we’ve helped niche-out has said, “This is the greatest gift I’ve ever given myself!”

When done right, niche marketing helps advisors attract more ideal clients and skyrocket their business!

In this episode, Matt Halloran talks to Kristen Luke, the founder and president of Kaleido Creative Studio. They share the ultimate guide to positioning yourself as an expert in a niche you’re passionate about (and is profitable at the same time!). Through easy steps and real-world examples, you’ll learn how to pick the best niche and excel. 

Kristen discusses:

Resources:

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About Our Guest:

Kristen Luke is the President of Kaleido Creative Studio, a marketing agency specializing in helping RIAs promote their businesses to a niche through an expertise approach. Over the past 15 years, Kristen has consulted with hundreds of financial advisory firms covering a broad range of marketing strategies and campaigns. She is a frequent contributor to industry conferences and publications. Most recently, she was published on Kitces.com and Advisor Perspectives and presented at FPA NorCal.

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Summary:

Do you ever tell your clients to “leave emotions out” of their financial decisions? If so, you’re asking them to do something that’s physically impossible. 

As our guest will soon point out, decision-making happens in the same part of the brain that processes emotions! 

In this episode, Matt Halloran talks to Christine Luken, the founder of the Financial Dignity™ Movement and author of “Money is Emotional: Prevent Your Heart from Hijacking Your Wallet.” Christine explains why understanding and harnessing emotions can help your clients achieve their financial goals. She also shares scripts for helping your clients navigate even the most difficult money conversations. 

Christine discusses:

Resources:

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About Our Guest:

As the Founder of the Financial Dignity® Movement, Christine Luken has coached hundreds of high-earning professionals to pay off staggering amounts of debt and massively increase their net worth. Christine’s book “Money is Emotional: Prevent Your Heart from Hijacking Your Wallet” has landed her almost 100 podcast and TV interviews, establishing her as the authority on money, mindset, and emotions.   When she’s not coaching clients from her home office in Cincinnati, you can find this Certified Divorce Specialist & member of the Financial Therapy Association curled up with a good book, a fluffy cat, and a strong cup of coffee.

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Summary:

When you’re operating at the highest level of business or PR, there’s no competition –– only collaboration. 

Top entrepreneurs attract opportunities by having a growth and abundance mindset.

In this episode, Matt Halloran talks to Justin Breen, the founder and CEO of BrEpic Communications LLC., and a best-selling author. Justin reveals the secret to building a global PR firm despite having zero business background. He also draws from his 20+ years of experience in the media business to help you share your unique story with the world.

Justin discusses:

Resources:

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About Our Guest:

Justin Breen is the CEO of the PR firm BrEpic Communications and author of the book “Epic Business.” Justin is hard-wired to seek out and create viral, thought-provoking stories that the media craves. And he finds the best stories when he networks with visionary entrepreneurs and executives who understand the value of investing in themselves and their businesses. He is a leading member of Entrepreneurs’ Organization, Strategic Coach and ProVisors and mentors countless emerging entrepreneurs.

Heads up: This page includes affiliate links. If you make a purchase using the links below, we may receive a small commission at zero cost to you. We only recommend tools that we’ve personally vetted and love.

Summary:

Consumer behavior is evolving. Are you still using the right strategies to attract leads to your content? 

In this episode, Matt Halloran and Kirk Lowe uncover five marketing and sales trends that are impacting the success of your lead gen, whether you realize it or not. Most importantly, they share pro tips on how to make these trends work for you. Get ready to start attracting leads to your content! 

Matt and Kirk discuss:

Resources: 

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Summary:

Creating a personalized client experience is more important than ever. And really, who knows what the clients want better than the clients themselves?

In this episode, Matt Halloran talks to returning guest Stephen Wershing, president of The Client Driven Practice. Stephen shares a step-by-step guide to building and using client advisory boards to elevate your client experience. He also explains ways to be more responsive to ever-changing client needs and expectations.

Stephen discusses:

Resources:

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About Our Guest:

Stephen Wershing, CFP®, is president of The Client Driven Practice, a firm that collects feedback from clients and incorporates it into your marketing. He is the nation’s foremost authority on client advisory boards for financial advisors. Stephen is also the co-host of the popular podcast “Becoming Referable,” and has authored articles and has been quoted in many trade and popular publications, including Journal of Financial Planning, Financial Advisor, Investment Advisor, Investment News, and USA Today. He also writes a quarterly marketing column for NAPFA Advisor magazine.

Heads up: This page includes affiliate links. If you make a purchase using the links below, we may receive a small commission at zero cost to you. We only recommend tools that we’ve personally vetted and love.

Summary:

The digital marketing landscape keeps evolving. If you want to stand out from your competition, you’ve got to keep up!

In this episode, Matt Halloran talks to Mehul Gandhi, CFP®, CLU®, financial planner, and the host of the “Mind Your Biz Podcast.” Mehul shares today’s best digital marketing strategies for advisors. And he tells you how to build trust with your ideal clients on any platform.

Mehul discusses:

Sponsorship:

A big thank you to our sponsor, Restream. Visit Restream to claim your exclusive offer: https://proudmouth.com/restream/

Resources:

Connect With Mehul Gandhi:

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About Our Guest:

Mehul Gandhi, CFP®, CLU®, is a Certified Financial Planning professional and a senior life insurance advisor with specialized training in advanced tax and estate planning. His expertise is in creative insurance planning for business owners and incorporated individuals. Mehul’s unique plans provide business owners with a road map of how to use their hard-earned wealth to create legacies. He is the 2018 recipient of the Leslie W. Dunstall Award, presented to candidates who achieved the highest examination marks for all CLU® course subjects.