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Summary:

The financial services industry has a major diversity issue. While it’s gradually becoming more inclusive, it still has a long way to go before we can truly call it a safe space for every individual.

This episode is an effort to help us get there faster.

In this episode, Matt Halloran talks to Dana L. Wilson, CEO and founder of CHIP Professionals (Changing How Individuals Prosper) and host of The Included Series Podcast. Dana discusses the systemic racism in the financial services industry and explains how people of color can boost their visibility and thrive as both financial services professionals and consumers.

Dana discusses:

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About Our Guest:

Dana L. Wilson is an experienced financial professional with 15+ years in the financial services industry. Dana is the Founder & CEO of CHIP (Changing How Individuals Prosper), a B2B financial services marketplace that makes it easy to find Black and Latinx financial professionals. Before starting CHIP, Dana worked as an Investment Advisor at large and independent firms. She is currently an Executive MBA candidate at Penn State University, Smeal School of Business, studying Strategic Leadership with a concentration in Corporate Innovation.

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Summary:

As you grow your practice, maintaining relationships with every client gets increasingly challenging.

But not when you have a solid CRM technology in place.

In this episode, Matt Halloran joins Frantz Widmaier, CEO of Bill Good Marketing, to discuss how advisors can streamline their client communications, use multiple marketing channels at the same time, and leverage comprehensive data to better connect with clients and prospects.

Frantz discusses:

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About Our Guest:

Frantz Widmaier is the CEO of Bill Good Marketing. Frantz has more than two decades experience in sales, marketing, technology, and consulting. He is also the senior product manager for Gorilla 5, Bill Good Marketing’s new CRM for prospecting, client marketing, and practice management. Frantz is passionate about leveraging technology to help improve human engagement between professionals and their clients.

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Summary:

Advisors, we have two questions for you: 

Top advisors answer these questions in ways you wouldn’t expect.

In this episode, Matt Halloran talks to Scott Stathis, founder and managing partner at Stathis Partners, LLC, about what top advisors do differently. They dive into how only top advisors define their product and differentiator. Plus, they unpack little-known best practices that will help you rise to the top. 

Scott discusses:

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About Our Guest:

Scott G. Stathis has worked in the financial services industry since 1992 in fintech, consulting, and executive management roles. In 2015, Scott founded Stathis Partners, LLC., an industry research and consulting practice. Scott’s experience and insights have established him as a reliable source of guidance related to productivity and distribution in the financial services industry. He moderates several industry roundtables each year, his articles and podcasts are published regularly, and he is a frequent speaker at industry gatherings.

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Summary:

While trying to maintain a healthy work-life balance as a virtual advisor, have you ever thought, “There has to be a better way”?

If so, Derek Notman, CFP®, founder of Conneqtor, has solutions for you!

In this episode, Matt Halloran talks to Derek about how to build a virtual practice that keeps you from overworking yourself, helps you explore your passions, and simultaneously elevates the client experience. They also uncover proven digital marketing strategies to help you thrive without having to worry about compliance.

Derek discusses:

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About Our Guest:

Derek Notman entered the financial services industry in 2006 and experienced a high level of success early on, which he attributes to the philosophy of “do what is right for my clients and eventually I will get paid.” After three years, Derek started his own firm. In 2013, he transitioned his practice to a virtual model to best serve his unique clientele time while also ensuring a great life-work balance for him. As the founder of Conneqtor and a Virtual CFP®, Derek has pioneered the Virtual Model, serving financial advisors around the world.

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Summary:

These days, if you don’t have a digital presence, you don’t exist for most prospects. It’s time to create a fully integrated marketing system that’s ever-present and builds relationships.

In this episode, Matt Halloran and  guest Marc Rogers, founder of Producers Prospect, talk about how to create a fully integrated marketing system –– even if you don’t know where to begin. Marc shares tips on how to grow your business by hosting in-person and virtual events with confidence. Then, he uncovers insights into tactical branding and how to multiply your “A” clients.

Marc discusses:

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About Our Guest:

Marc Rogers is an established force in the financial services industry. Mentored by Doug McDermott, the founder of The Annuity Store and key designer of the first ever fixed index annuity, Marc’s drive and knowledge is based on teachings from industry leaders. With a personal focus on assisting advisors in building their marketing practices through the introduction of ideas that he has both pioneered and ideas that he has improved, Marc has raised billions of dollars of assets working closely with advisors to improve their business acquisition strategies.

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Summary

Are your nerves holding you back from starting a podcast? 

Good news: We have a professional podcast host on our team who’s known for helping new podcasters find their groove. 

In this episode, Matt Halloran talks to Patrice Sikora, our very own podcast host at ProudMouth. Patrice shares her go-to strategies for putting new podcasters at ease, so they can be themselves and share their expertise with 100% confidence.

Patrice discusses:

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About Our Guest:

Having worked at Bloomberg and the Wall Street Journal during her extensive career in news radio, Patrice Sikora’s professionalism is unmatched. She was the first full-time female radio anchor for UPI Radio and the first female managing editor for WSJ Radio. And now she’s our podcast host? We’re still pinching ourselves. You should also know that Patrice is as kind as she is talented. She’s an exceptionally good listener and devoted to seeing our clients succeed with their podcasts.

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Summary:

To be successful at marketing, you’ve got to be willing to put in the work. And then comes a tricky part: deciding how involved to be in that work and what to outsource.

In this episode, Matt Halloran and Kirk Lowe help you make those decisions. They uncover the number one driver of marketing success that has worked for them, their clients, and major industry leaders. Then, they share five powerful tips for boosting your engagement, no matter which marketing technique you decide to use.

Matt and Kirk discuss:

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Summary:

When you start associating sales with building relationships and creating influence, it takes your prospect meetings to a whole new level.

In this episode, Matt Halloran talks to Shauna Mace, the founder of Inspire Growth, sales consultant, and Certified High-Performance Coach™, to redefine the traditional sales approach, which often has a negative connotation and feels pushy. They uncover the most important sales fundamentals and explore new ways for advisors to grow sustainably by building trust with prospects.

Shauna discusses:

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About Our Guest:

Shauna Mace began her career in 2005 at an RIA firm in Philadelphia, where she initially focused on marketing, then sales, and ended up running the day-to-day business. She moved to a fast-growing alternative asset manager, FS Investments, where she helped them grow from $10 billion to $24 billion in AUM. Having seen many sides of businesses, and through her training in consultative sales and high-performance coaching, Shauna knows how to think strategically, tactically, and analytically, and partner with people from across an organization to deliver big and lasting results.

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Summary:

One of two things happen with leads all the time –– they buy or they disappear.

In this episode, Matt Halloran talks to Chris Sonzogni, the director of advisor marketing at SmartAsset, about how advisors can convert leads into clients by building trust through digital marketing. They uncover some of the common mistakes that drive leads away, how to overcome them, and strategies for building strong social proof that scales your credibility.

Chris discusses:

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About Our Guest:

Chris Sonzogni is the director of advisor marketing at SmartAsset, where he helps financial advisors build meaningful relationships with prospective clients. Previously, Chris helped financial firms develop their consumer and investor-facing brands, both as the lead on Investopedia’s custom content team and as an in-house marketer at PGIM Fixed Income and AllianceBernstein.

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Summary:

We live in an overworked world. Working 80+ hours at the office (and spending the rest of the time on our phones), is unfortunately the norm. But, it doesn’t have to be your norm. 

In this episode, Matt Halloran talks to Travis Parry, an international coach, best-selling author, and keynote speaker, about how to achieve work-life balance. Travis challenges you to rethink what sustainable balance looks like. Then, he shares his secrets to running a successful coaching business; creating vlogs, blogs, and podcasts; and having a strong social media presence, all while working only 30 hours per week!

Travis discusses:

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About Our Guest:

Dr. Travis G. Parry is the founder of the Make Time Institute. He’s earned several degrees in family and social science to better understand the role of motivation and relationships in goal achievement. He is a sought-after international speaker and coach. He’s helped thousands achieve work-life balance and make time to reach their business and personal goals.