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Summary

Want to grow personally and professionally? 

Focus on continuous education, both for you and your clients.

In this episode, Matt Halloran talks to Bill Bloom, the president of Bloom Financial Company and the host of the “Retire As You Desire” podcast. Bill reveals his secret to his growth as an independent financial advisor. He also shares how he uses his podcast, books, and other content to cultivate financial literacy in others.

Bill discusses:

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About Our Guest:

Bill Bloom, RICP®, is an independent financial planner and principal of Bloom Financial Company. He helps individuals and business owners understand their current financial situations, define future goals, and develop a flexible strategy that allows them to reach their retirement objectives. Bill helps clients “Retire as You Desire” by providing them with meaningful strategies to a wide range of financial matters including investments, risk management, tax planning, and insurance needs analysis. He also holds “Retire as You Desire” educational events for clients and guests on a regular basis.

No matter how successful you become, your days will feel empty if you’re not living a life of fulfillment. 

Ready to exit the rat race? It’s time to take the red pill!

In this episode, Matt Halloran talks to Jerome Myers. Jerome is the preeminent authority on dream realization, founder and head coach of Myers Methods, founder of Dream Catchers, and host of podcasts “Multifamily Missteps” and “Dreamcatchers.” Jerome shares why he prescribes the red pill to all advisors. And, he unpacks the red pill’s six levels: self-image, relationships, work, health, prosperity, and significance.

Jerome discusses:

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Jerome Myers is the preeminent authority of dream realization. A believer that dreams can, and should be real, Jerome left corporate America when he realized that his role offered financial gain but little significance. He is the founder and head coach of Myers Methods and has been featured in “Business Insider,” “Black Enterprise,” and numerous podcasts. Today, Jerome and his company help other apex performers find their calling and live every day on purpose by harnessing the power of his model for a Centered Life, what he calls “the Red Pill.”

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Summary:

Mergers and acquisitions (M&A) can be a game-changer for advisors.

When done right, they may be the fastest way to grow your business!

In this episode, Matt Halloran talks to David Grau Jr., MBA, the founder and CEO of Succession Resource Group. As an expert in the M&A landscape, David shares insights into how advisors can either grow their business exponentially as buyers or create an efficient exit plan as sellers.

David discusses:

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David Grau Jr. is the founder and CEO of Succession Resource Group, a succession and M&A consulting company for advisors. David is a published author and accomplished speaker and has been interviewed and cited in dozens of publications over the last decade. He is currently one of the leading speakers in the financial services industry on M&A and next-gen building strategies, with over 200 presentations to his credit. 

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Summary:

When was the last time you thought, “Wow, I love my job!”? Has it been a while?

In this episode, Matt Halloran talks to Pam Ross, founder of Blue Rebel Works, about how to make work awesome. If you’re like most people, you’ll spend a third of your life working! You’re about to learn how to make your work meaningful and fun instead of it feeling boring and soul-sucking. Pam also shares ways to develop strong leadership and a motivated company culture.

Pam discusses:

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About Our Guest:

Pam Ross, founder of Blue Rebel Works, believes we spend too much time at work for it to suck, and that everyone has the power to make work awesome. After 15 years in HR and Operations leadership in the corporate world, she quit her job with a mission to reinvent work for the masses. Having been trained in self-management practices and Results-Only Work Environment™, Pam helps clients build more engaged and innovative workplaces where people are free to do their best work. She is also a sought-after speaker about the future of work and the co-creator of the Blueprint for Workplace Reinvention. She has been featured in Huffington Post, on CTV, and in HR Magazine.

In this highly commoditized financial industry, selling excellent investments or advice isn’t enough.

So, what are clients looking for? You’re about to find out!

In this episode, Matt Halloran talks to Dennis Moseley-Williams, the founder of Dennis Moseley-Williams Strategic Consulting and a certified expert in the experience economy. Dennis shares unconventional ways for advisors to make their client experience highly memorable.

Dennis discusses:

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Dennis is the founder of Dennis Moseley-Williams Strategic Consulting, a practice management company that helps organizations secure and build sustainable relationships by creating experience-driven solutions that deliver results, increase revenues, and build enthusiastic referral-generating communities. A certified expert in the Experience Economy, Dennis helps organizations understand that customer experience is the predominant economic offering in the world today and demonstrates ways in which experiences can be crafted and staged so that they entice, educate, satisfy and transform.

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Summary:

You’re about to get solutions to the marketing challenges that hinder today’s advisors from accelerating their influence.

In this episode, Matt Halloran and Kirk Lowe address the seven biggest marketing challenges and how they can be solved by podcasting. They also share examples of advisors who are using their podcast to cultivate lasting relationships, build a consistent brand image, and grow their practice.

Matt and Kirk discuss:

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Summary:

Your prospects care about who you are, not just what you know. Do you know how to show them your true self on social media?

In this episode, Matt Halloran talks to Fereshteh Fattaahi and Ben Daron of Advisor Roots. Fereshteh and Ben prove that being yourself online doesn’t have to be scary, nor does it need to be done with perfection. They also discuss what advisors can gain by showing their true selves, how to get started on social media, and reasons to say no to using canned content.

Fereshteh and Ben discuss:

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About Our Guests:

Fereshteh Fattaahi 

Fereshteh “Fresh” Fattaahi is an “advisor’s advisor” who plays to her strengths as a relationship builder and delivers immense value for professional advisors in the insurance, financial services, and legal services sectors. She believes that a strong online presence is critical for advisor branding. In launching ADVISOR ROOTS, the company she co-founded, she focuses on developing the roots of an advisor’s story while providing digital marketing strategies to maximize business outcomes.

Ben Daron

Ben is a professional creative problem-solver: a designer, entrepreneur, and consultant who has dabbled in a number of different industries and roles. He grew up in a family that owned a small business, which gave him hands-on experience of running a business before he started his own. He helps people start their business on the right foot, streamline their operations with smart tools and workflows, and sustain both themselves and their business through good self-care.

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Summary:

Are you giving your clients the opportunity to make a positive impact on this world with their investments? 

In this episode, Matt Halloran is joined by Gabe Rissman, the co-founder and president of YourStake.org. Gabe dives into how advisors can make it easy for clients to start aligning their money with their values. He explains how to have clear conversations about ESG investing with clients and the best approach for helping them uncover their values.

Gabe discusses:

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Gabe is the Co-Founder and President of YourStake.org, which provides explainable ESG analysis and reporting tools to financial advisors. Gabe studied computational astrophysics and philosophy at Yale, while leading Yale’s fossil fuel divestment movement and student-managed Socially Responsible Investing fund. He has published academic papers on ESG investing, and has worked for Rockefeller & Co and the Connecticut Green Bank. Gabe was named 30 under 30 in Socially Responsible Investing.

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Summary:

Do you have an idea that could change the financial services industry for the better?

With the perfect combination of integration and partnerships, you can bring that idea to fruition!

In this episode, Matt Halloran speaks with Keena Pettijohn, CEO and founder of Lifelogixs Strategic Consultancy Group. Keena tells you how to connect with banks, credit unions, insurance companies, venture capitalists, or even RIAs, to turn your idea into a thriving enterprise.

Keena discusses:

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About Our Guest:

Keena Pettijohn is an accomplished wealth management executive with over three decades in the Financial Services and Insurance Industry. Recognized as a Speaker and Author for the Bank, Insurance, and Securities Association’s (BISA), Keena is credited with the introduction of the Innovation Lab  to highlight emerging FinTech firms that support BISA’s 1,200 members. Keena founded Lifelogixs on the tenets of health, wealth, and happiness, dedicating it to the technology that embraces that philosophy.