Kirk Lowe

Advisors, you don’t need to become an influencer to attract ideal clients. Living on social media and promoting other people’s products and services? No thanks! Instead, focus on becoming more influential. In this episode, Matt Halloran and Kirk Lowe make the case for pursuing influence to become a trusted, recognized authority. They explain how to create an audience of raving fans who know you, like you, and trust you — with no internet fame needed. Plus, reasons to run away from “easy button” marketing. Matt &amp; Kirk discuss:  Why pursuing influence is different from becoming an influencer Why lead gen isn’t the answer to getting more fans in your pipeline The four major benefits of commanding greater levels of influence How a member of our PodRocket Influence Academy is accelerating his influence And more  Resources:   Managed Influence Acceleration PodRocket Influence Academy (Enroll for FREE) How much influence do you have? Take our free 5-min test Sprout Social: What is an Influencer? Humans vs Retirement Podcast   Connect with Kirk Lowe:  LinkedIn: Kirk Lowe Twitter: Kirk Lowe  Connect with ProudMouth:  Do you want to podcast? Book a call with our Influence Engineers to get started! ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth  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.

Advisors, you don’t need to become an influencer to attract ideal clients. Living on social media and promoting other people’s products and services? No thanks! Instead, focus on becoming more influential. In this episode, Matt Halloran and Kirk Lowe make the case for pursuing influence to become a trusted, recognized authority. They explain how to create an audience of raving fans who know you, like you, and trust you — with no internet fame needed. Plus, reasons to run away from “easy button” marketing. Matt &amp; Kirk discuss: <ul> <li>Why pursuing influence is different from becoming an influencer</li> <li>Why lead gen isn’t the answer to getting more fans in your pipeline</li> <li>The four major benefits of commanding greater levels of influence</li> <li>How a member of our PodRocket Influence Academy is accelerating his influence</li> <li>And more</li> </ul> Resources:  <ul> <li><a href="https://proudmouth.com/accelerate-your-influence/" rel="noopener nofollow" target="_blank">Managed Influence Acceleration</a></li> <li><a href="https://podrocketacademy.com/" rel="noopener nofollow" target="_blank">PodRocket Influence Academy</a> (Enroll for FREE)</li> <li>How much influence do you have? Take our <a href="https://proudmouth.com/influence-assessment-2/" rel="noopener nofollow" target="_blank">free 5-min test</a></li> <li><a href="https://sproutsocial.com/glossary/influencer/#:~:text=An%20influencer%20is%20someone%20in,insight%20into%20a%20specific%20subject." rel="noopener nofollow" target="_blank">Sprout Social: What is an Influencer?</a></li> <li><a href="https://www.humansvsretirement.com/podcast" rel="noopener nofollow" target="_blank">Humans vs Retirement Podcast </a></li> </ul> Connect with Kirk Lowe: <ul> <li><a href="https://www.linkedin.com/in/kirklowe/" rel="noopener nofollow" target="_blank">LinkedIn: Kirk Lowe</a></li> <li><a href="https://twitter.com/KirkLowe_" rel="noopener nofollow" target="_blank">Twitter: Kirk Lowe</a></li> </ul> Connect with ProudMouth: <ul> <li>Do you want to podcast? <a href="https://calendly.com/mark_basile/i-want-to-podcast" rel="noopener nofollow" target="_blank">Book a call</a> with our Influence Engineers to get started!</li> <li><a href="https://proudmouth.com/" rel="noopener nofollow" target="_blank">ProudMouth</a></li> <li><a href="https://www.linkedin.com/in/matthalloranpm/" rel="noopener nofollow" target="_blank">LinkedIn: Matt Halloran</a></li> <li><a href="https://twitter.com/MattHalloran_" rel="noopener nofollow" target="_blank">Twitter: Matt Halloran</a></li> <li><a href="https://www.linkedin.com/company/proudmouth" rel="noopener nofollow" target="_blank">LinkedIn: ProudMouth</a></li> <li><a href="https://www.facebook.com/WeAreProudMouth" rel="noopener nofollow" target="_blank">Facebook: ProudMouth</a></li> <li><a href="https://twitter.com/ProudMouth_" rel="noopener nofollow" target="_blank">Twitter: ProudMouth</a></li> <li><a href="https://www.youtube.com/channel/UCSdZHkvgdL1yzPXFHE0TeCQ/featured" rel="noopener nofollow" target="_blank">YouTube: ProudMouth</a></li> </ul> 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.

Stop Trying To Be an Influencer, Start Building Your Influence — Here’s How With Kirk Lowe (Ep. 425)

David Auten

John Auten-Schneider

David Auten and John Auten-Schneider started Queer Money Podcast almost 10 years ago to fill a need.  No one was talking to the queer community about finances. In this episode, our guests David and John reveal what they’ve learned from publishing 400+ episodes of what’s become the “#1 gay podcast for our financial needs,” ranked by Charitable in the top 400 business podcasts in North America. They share proven advice on how to keep creating content your niche actually wants, what it looks like to podcast with a deep sense of purpose, and two major things they’d do differently if they were starting their podcast today. David and John discuss:  What inspired them to start the Queer Money Podcast  How they stay tuned into what topics their audience wants to hear about Why they made a conscious decision to serve LGBTQ+ people How to encourage more listeners to tune in to your new podcast from the get-go And more  Resources:   PodRocket Influence Academy (Enroll for FREE) How much influence do you have? Take our free 5-min test The Queer Money Podcast Debt Free Guys™ Blog The State of LGBTQ Finance: A Survey of 2,000 Americans LinkedIn: Laura Latourette The Rainbow Bull podcast  Connect with the Debt Free Guys™:  DebtFreeGuys.com LinkedIn: Debt Free Guys LinkedIn: David Auten LinkedIn: John Auten-Schneider  Connect with ProudMouth:  Do you want to podcast? Book a call with our Influence Engineers to get started! ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth  About Debt Free Guys: With their writing and speaking for DebtFreeGuys.com and Queer Money® podcast, David &amp; John Auten-Schneider help queer people (and allies) live fabulously not fabulously broke. As certified LGBTBEs, they are the queer voice in both personal and business finances.  David and John’s work has appeared on Forbes, Yahoo!Finance, NBC’s Squawk Box and The News with Sheppard Smith, ABC News, Rachel Ray Show, and Good Morning America to name a few. They’ve partnered with some of the best in financial services, including Capital One, Experian, MassMutual, American Express, and Prudential. They’ve partnered with some of the best LGBTQ+ organizations including, The Trevor Project, Callen-Lorde, The William Way Foundation, One Colorado, and LGBTQ+ centers nationwide. Their goal is to connect LGBTQ+ people with the information and tools they need to reach financial security. 

David Auten and John Auten-Schneider started Queer Money Podcast almost 10 years ago to fill a need.  No one was talking to the queer community about finances. In this episode, our guests David and John reveal what they’ve learned from publishing 400+ episodes of what’s become the “#1 gay podcast for our financial needs,” ranked by Charitable in the top 400 business podcasts in North America. They share proven advice on how to keep creating content your niche actually wants, what it looks like to podcast with a deep sense of purpose, and two major things they’d do differently if they were starting their podcast today. David and John discuss: <ul> <li>What inspired them to start the Queer Money Podcast </li> <li>How they stay tuned into what topics their audience wants to hear about</li> <li>Why they made a conscious decision to serve LGBTQ+ people</li> <li>How to encourage more listeners to tune in to your new podcast from the get-go</li> <li>And more</li> </ul> Resources:  <ul> <li><a href="https://podrocketacademy.com/" rel="noopener nofollow" target="_blank">PodRocket Influence Academy</a> (Enroll for FREE)</li> <li>How much influence do you have? Take our <a href="https://proudmouth.com/influence-assessment-2/" rel="noopener nofollow" target="_blank">free 5-min test</a></li> <li><a href="https://queermoneypodcast.com/" rel="noopener nofollow" target="_blank">The Queer Money Podcast</a></li> <li><a href="https://debtfreeguys.com/blog/" rel="noopener nofollow" target="_blank">Debt Free Guys™ Blog</a></li> <li><a href="https://www.fool.com/research/lgbtq-money-study/" rel="noopener nofollow" target="_blank">The State of LGBTQ Finance: A Survey of 2,000 Americans</a></li> <li><a href="https://www.linkedin.com/in/lauralatourette/" rel="noopener nofollow" target="_blank">LinkedIn: Laura Latourette</a></li> <li><a href="https://the-rainbow-bull.blubrry.net/" rel="noopener nofollow" target="_blank">The Rainbow Bull podcast</a></li> </ul> Connect with the Debt Free Guys™: <ul> <li><a href="https://debtfreeguys.com/" rel="noopener nofollow" target="_blank">DebtFreeGuys.com</a></li> <li><a href="https://www.linkedin.com/company/debt-free-guys/" rel="noopener nofollow" target="_blank">LinkedIn: Debt Free Guys</a></li> <li><a href="https://www.linkedin.com/in/david-auten-b7a6039/" rel="noopener nofollow" target="_blank">LinkedIn: David Auten</a></li> <li><a href="https://www.linkedin.com/in/john-auten-schneider-0851061b/" rel="noopener nofollow" target="_blank">LinkedIn: John Auten-Schneider</a></li> </ul> Connect with ProudMouth: <ul> <li>Do you want to podcast? <a href="https://calendly.com/mark_basile/i-want-to-podcast" rel="noopener nofollow" target="_blank">Book a call</a> with our Influence Engineers to get started!</li> <li><a href="https://proudmouth.com/" rel="noopener nofollow" target="_blank">ProudMouth</a></li> <li><a href="https://www.linkedin.com/in/matthalloranpm/" rel="noopener nofollow" target="_blank">LinkedIn: Matt Halloran</a></li> <li><a href="https://twitter.com/MattHalloran_" rel="noopener nofollow" target="_blank">Twitter: Matt Halloran</a></li> <li><a href="https://www.linkedin.com/company/proudmouth" rel="noopener nofollow" target="_blank">LinkedIn: ProudMouth</a></li> <li><a href="https://www.facebook.com/WeAreProudMouth" rel="noopener nofollow" target="_blank">Facebook: ProudMouth</a></li> <li><a href="https://twitter.com/ProudMouth_" rel="noopener nofollow" target="_blank">Twitter: ProudMouth</a></li> <li><a href="https://www.youtube.com/channel/UCSdZHkvgdL1yzPXFHE0TeCQ/featured" rel="noopener nofollow" target="_blank">YouTube: ProudMouth</a></li> </ul> About Debt Free Guys: With their writing and speaking for <a href="http://DebtFreeGuys.com" rel="nofollow" target="_blank">DebtFreeGuys.com</a> and Queer Money® podcast, David &amp; John Auten-Schneider help queer people (and allies) live fabulously not fabulously broke. As certified LGBTBEs, they are the queer voice in both personal and business finances.  David and John’s work has appeared on Forbes, Yahoo!Finance, NBC’s Squawk Box and The News with Sheppard Smith, ABC News, Rachel Ray Show, and Good Morning America to name a few. They’ve partnered with some of the best in financial services, including Capital One, Experian, MassMutual, American Express, and Prudential. They’ve partnered with some of the best LGBTQ+ organizations including, The Trevor Project, Callen-Lorde, The William Way Foundation, One Colorado, and LGBTQ+ centers nationwide. Their goal is to connect LGBTQ+ people with the information and tools they need to reach financial security.

Top Podcasting Takeaways From Queer Money Podcast With David Auten & John Auten-Schneider (Ep. 424)

Kim Skermer

When you dare to show who you are and operate from an abundance mindset, new opportunities have a way of showing up.  In this episode, Matt Halloran welcomes back Kim Skermer, coach and founder at The Approach Coaching Method. After her last appearance on our show, Kim received so many messages that her LinkedIn inbox literally broke. Now, Kim is sharing the (perhaps) unexpected reason her episode resonated so strongly. You’re about to discover how your business and life can change when you stand in your authority, scale the unscalable, tell your story, and share your expertise for free — even with your competition.  Kim discusses:  A major sign that you’re struggling to stand in your niche, expertise and authority (and how to tweak this in your marketing now) Why business development gets easier when you have a clear message The biggest hurdles advisors need to overcome to successfully grow their practice The power of making yourself vulnerable in an industry that wants to stay private And more  Resources:   PodRocket Influence Academy (Enroll for FREE) How much influence do you have? Take our free 5-min test Top Advisor Marketing Podcast: What Most Advisors Are Missing in Their Business Development Plan With Kim Skermer (Ep. 345)  Connect with Kim Skermer:  LinkedIn: Kim Skermer Instagram: @theapproachcoachingmethod  Connect with ProudMouth:  Do you want to podcast? Book a call with our Influence Engineers to get started! ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth  About Kim Skermer: Kim Skermer’s experiences frame the wisdom needed to be the respected Coach she is today. More and more, financial professionals crave REAL and CLEAR conversations around normalizing the true efforts it takes to be a business owner.  It is her earned respected point of view that has gifted her with the honor of mentoring hundreds, training small business teams, facilitating numerous seminars, speaking engagements, and surpassing over 25,000 professional Coaching hours. Timing, preparation, process, and uncovering your personalized perspective — this is the foundation of The Approach Coaching Method and her trademark of Beyond the Product. 

When you dare to show who you are and operate from an abundance mindset, new opportunities have a way of showing up.  In this episode, Matt Halloran welcomes back Kim Skermer, coach and founder at The Approach Coaching Method. After her last appearance on our show, Kim received so many messages that her LinkedIn inbox literally broke. Now, Kim is sharing the (perhaps) unexpected reason her episode resonated so strongly. You’re about to discover how your business and life can change when you stand in your authority, scale the unscalable, tell your story, and share your expertise for free — even with your competition.  Kim discusses: <ul> <li>A major sign that you’re struggling to stand in your niche, expertise and authority (and how to tweak this in your marketing now)</li> <li>Why business development gets easier when you have a clear message</li> <li>The biggest hurdles advisors need to overcome to successfully grow their practice</li> <li>The power of making yourself vulnerable in an industry that wants to stay private</li> <li>And more</li> </ul> Resources:  <ul> <li><a href="https://podrocketacademy.com/" rel="noopener nofollow" target="_blank">PodRocket Influence Academy</a> (Enroll for FREE)</li> <li>How much influence do you have? Take our <a href="https://proudmouth.com/influence-assessment-2/" rel="noopener nofollow" target="_blank">free 5-min test</a></li> <li><a href="https://proudmouth.com/podcasts/what-most-advisors-are-missing-in-their-business-development-plan-with-kim-skermer/" rel="noopener nofollow" target="_blank">Top Advisor Marketing Podcast: What Most Advisors Are Missing in Their Business Development Plan With Kim Skermer (Ep. 345)</a></li> </ul> Connect with Kim Skermer: <ul> <li><a href="https://www.linkedin.com/in/kimberly-skermer/" rel="noopener nofollow" target="_blank">LinkedIn: Kim Skermer</a></li> <li><a href="https://www.instagram.com/theapproachcoachingmethod/?hl=en" rel="noopener nofollow" target="_blank">Instagram: @theapproachcoachingmethod</a></li> </ul> Connect with ProudMouth: <ul> <li>Do you want to podcast? <a href="https://calendly.com/mark_basile/i-want-to-podcast" rel="noopener nofollow" target="_blank">Book a call</a> with our Influence Engineers to get started!</li> <li><a href="https://proudmouth.com/" rel="noopener nofollow" target="_blank">ProudMouth</a></li> <li><a href="https://www.linkedin.com/in/matthalloranpm/" rel="noopener nofollow" target="_blank">LinkedIn: Matt Halloran</a></li> <li><a href="https://twitter.com/MattHalloran_" rel="noopener nofollow" target="_blank">Twitter: Matt Halloran</a></li> <li><a href="https://www.linkedin.com/company/proudmouth" rel="noopener nofollow" target="_blank">LinkedIn: ProudMouth</a></li> <li><a href="https://www.facebook.com/WeAreProudMouth" rel="noopener nofollow" target="_blank">Facebook: ProudMouth</a></li> <li><a href="https://twitter.com/ProudMouth_" rel="noopener nofollow" target="_blank">Twitter: ProudMouth</a></li> <li><a href="https://www.youtube.com/channel/UCSdZHkvgdL1yzPXFHE0TeCQ/featured" rel="noopener nofollow" target="_blank">YouTube: ProudMouth</a></li> </ul> About Kim Skermer: Kim Skermer’s experiences frame the wisdom needed to be the respected Coach she is today. More and more, financial professionals crave REAL and CLEAR conversations around normalizing the true efforts it takes to be a business owner.  It is her earned respected point of view that has gifted her with the honor of mentoring hundreds, training small business teams, facilitating numerous seminars, speaking engagements, and surpassing over 25,000 professional Coaching hours. Timing, preparation, process, and uncovering your personalized perspective — this is the foundation of The Approach Coaching Method and her trademark of Beyond the Product.

The Ultimate Inspiration To Share Your Story & Adopt an Abundance Mindset With Kim Skermer (Ep. 423)

Kalli Fedusenko

You might be posting on social media, but are your ideal prospects actually seeing any of it? If not, it’s going to be tough to build relationships with them. In this episode, Matt Halloran talks to Kalli Fedusenko, founder of Kalli Collective. She shares three principles that keep advisors focused on getting in front of the right people, instead of wasting time and money shouting into the void. Kalli also reveals why she’s a believer in pairing organic social media with ads when working with advisors.  Kalli discusses:  Three principles for deciding where and how to advertise and post organically Which types of content performs the best on different social media platforms The actual difference between reach vs. impressions Why you need to interact with your followers if you want to build influence A different way to assess your growth (without comparing yourself to other advisors) And more  Resources:   PodRocket Influence Academy (Enroll for FREE) How much influence do you have? Take our free 5-min test Top Advisor Marketing Podcast: “I feel like I know you!” How To Turn Your Twitter Audience into Fans With Thomas Kopelman (Ep. 403) “The Social Media Handbook for Financial Advisors: How to Use LinkedIn, Facebook, and Twitter to Build and Grow Your Business” by Matthew Halloran and Crystal Thies   Connect with Kalli Fedusenko:  LinkedIn: Kalli Fedusenko KalliCollective.com  Connect with ProudMouth:  Do you want to podcast? Book a call with our Influence Engineers to get started! ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth  About Kalli Fedusenko: Over 10 years of experience in the financial planning industry, a former position as Digital Marketing Coach For The FPA,  and being formerly licensed with the series 7 &amp; 63 provides Kalli Fedusenko with an insight and understanding into your practice and objectives. She specializes in brand strategy, web content strategy, video content planning, and more. This powerful combination of creativity and strategy makes Kalli the perfect guide to give your brand a voice.

You might be posting on social media, but are your ideal prospects actually seeing any of it? If not, it’s going to be tough to build relationships with them. In this episode, Matt Halloran talks to Kalli Fedusenko, founder of Kalli Collective. She shares three principles that keep advisors focused on getting in front of the right people, instead of wasting time and money shouting into the void. Kalli also reveals why she’s a believer in pairing organic social media with ads when working with advisors.  Kalli discusses: <ul> <li>Three principles for deciding where and how to advertise and post organically</li> <li>Which types of content performs the best on different social media platforms</li> <li>The actual difference between reach vs. impressions</li> <li>Why you need to interact with your followers if you want to build influence</li> <li>A different way to assess your growth (without comparing yourself to other advisors)</li> <li>And more</li> </ul> Resources:  <ul> <li><a href="https://podrocketacademy.com/" rel="noopener nofollow" target="_blank">PodRocket Influence Academy</a> (Enroll for FREE)</li> <li>How much influence do you have? Take our <a href="https://proudmouth.com/influence-assessment-2/" rel="noopener nofollow" target="_blank">free 5-min test</a></li> <li><a href="https://proudmouth.com/podcasts/how-to-turn-your-twitter-audience-into-fans-with-thomas-kopelman-ep-403/" rel="noopener nofollow" target="_blank">Top Advisor Marketing Podcast: “I feel like I know you!” How To Turn Your Twitter Audience into Fans With Thomas Kopelman (Ep. 403)</a></li> <li><a href="https://www.amazon.com/Social-Media-Handbook-Financial-Advisors-ebook/dp/B008GI0IXW/ref=sr_1_1?crid=DB7RHDE55NWQ&amp;keywords=The+Social+Media+Handbook+for+Financial+Advisors&amp;qid=1687963661&amp;sprefix=the+social+media+handbook+for+financial+advisors%2Caps%2C243&amp;sr=8-1" rel="noopener nofollow" target="_blank">“The Social Media Handbook for Financial Advisors: How to Use LinkedIn, Facebook, and Twitter to Build and Grow Your Business”</a> by Matthew Halloran and Crystal Thies </li> </ul> Connect with Kalli Fedusenko: <ul> <li><a href="https://www.linkedin.com/in/kallimarie/" rel="noopener nofollow" target="_blank">LinkedIn: Kalli Fedusenko</a></li> <li><a href="https://kallicollective.com/" rel="noopener nofollow" target="_blank">KalliCollective.com</a></li> </ul> Connect with ProudMouth: <ul> <li>Do you want to podcast? <a href="https://calendly.com/mark_basile/i-want-to-podcast" rel="noopener nofollow" target="_blank">Book a call</a> with our Influence Engineers to get started!</li> <li><a href="https://proudmouth.com/" rel="noopener nofollow" target="_blank">ProudMouth</a></li> <li><a href="https://www.linkedin.com/in/matthalloranpm/" rel="noopener nofollow" target="_blank">LinkedIn: Matt Halloran</a></li> <li><a href="https://twitter.com/MattHalloran_" rel="noopener nofollow" target="_blank">Twitter: Matt Halloran</a></li> <li><a href="https://www.linkedin.com/company/proudmouth" rel="noopener nofollow" target="_blank">LinkedIn: ProudMouth</a></li> <li><a href="https://www.facebook.com/WeAreProudMouth" rel="noopener nofollow" target="_blank">Facebook: ProudMouth</a></li> <li><a href="https://twitter.com/ProudMouth_" rel="noopener nofollow" target="_blank">Twitter: ProudMouth</a></li> <li><a href="https://www.youtube.com/channel/UCSdZHkvgdL1yzPXFHE0TeCQ/featured" rel="noopener nofollow" target="_blank">YouTube: ProudMouth</a></li> </ul> About Kalli Fedusenko: Over 10 years of experience in the financial planning industry, a former position as Digital Marketing Coach For The FPA,  and being formerly licensed with the series 7 &amp; 63 provides Kalli Fedusenko with an insight and understanding into your practice and objectives. She specializes in brand strategy, web content strategy, video content planning, and more. This powerful combination of creativity and strategy makes Kalli the perfect guide to give your brand a voice.

3 Principles To Get in Front of Your Ideal Prospects on Social Media With Kalli Fedusenko (Ep. 422)

Natalie Hales

You’ve probably heard about the positive impact niching can have on your business. But maybe you’re still hesitant to niche. Won’t it impact your potential revenue? In this episode, Matt Halloran and Natalie Hales; founder of Natalie Hales, Advisor Marketing; uncover why the majority of top advisors have a specialized niche. They share how to identify your niche (spoiler alert: “women” isn’t a niche), and how to position yourself to become the obvious choice to your ideal prospects. Natalie discusses:  Why niching doesn’t exclude clientele or limit your revenue Why having a niche makes you easier to refer Her process for helping advisors identify who they’d like to serve How an advisor was able to raise his prices by 60% after going from indecisive to laser-focused about serving a niche audience Why jumping into social media isn’t the way to build trust with a specific audience (and three things to do before showing up on social) And more  Resources:   PodRocket Influence Academy (Enroll for FREE) How much influence do you have? Take our free 5-min test Jolt Conference  Connect with Natalie Hales:  LinkedIn: Natalie Hales Natalie Hales, Advisor Marketing  Connect with ProudMouth:  Do you want to podcast? Book a call with our Influence Engineers to get started! ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth  About Natalie Hales: As the founder of Natalie Hales, Advisor Marketing, and with over 10 years of experience in financial marketing, Natalie specializes in helping financial advisors discover their niche, craft their positioning, and tell their stories to attract dream clients.  Her unique expertise in business strategy and marketing creativity has been honed through her work with renowned companies like Canada Life. Natalie’s superpower lies in crafting personalized brand strategies through her signature framework, The Niche Funnel. 

You’ve probably heard about the positive impact niching can have on your business. But maybe you’re still hesitant to niche. Won’t it impact your potential revenue? In this episode, Matt Halloran and Natalie Hales; founder of Natalie Hales, Advisor Marketing; uncover why the majority of top advisors have a specialized niche. They share how to identify your niche (spoiler alert: “women” isn’t a niche), and how to position yourself to become the obvious choice to your ideal prospects. Natalie discusses: <ul> <li>Why niching doesn’t exclude clientele or limit your revenue</li> <li>Why having a niche makes you easier to refer</li> <li>Her process for helping advisors identify who they’d like to serve</li> <li>How an advisor was able to raise his prices by 60% after going from indecisive to laser-focused about serving a niche audience</li> <li>Why jumping into social media isn’t the way to build trust with a specific audience (and three things to do before showing up on social)</li> <li>And more</li> </ul> Resources:  <ul> <li><a href="https://podrocketacademy.com/" rel="noopener nofollow" target="_blank">PodRocket Influence Academy</a> (Enroll for FREE)</li> <li>How much influence do you have? Take our <a href="https://proudmouth.com/influence-assessment-2/" rel="noopener nofollow" target="_blank">free 5-min test</a></li> <li><a href="https://joltconference.com/" rel="noopener nofollow" target="_blank">Jolt Conference</a></li> </ul> Connect with Natalie Hales: <ul> <li><a href="https://www.linkedin.com/in/nathales/" rel="noopener nofollow" target="_blank">LinkedIn: Natalie Hales</a></li> <li><a href="https://nataliehales.com/" rel="noopener nofollow" target="_blank">Natalie Hales, Advisor Marketing</a></li> </ul> Connect with ProudMouth: <ul> <li>Do you want to podcast? <a href="https://calendly.com/mark_basile/i-want-to-podcast" rel="noopener nofollow" target="_blank">Book a call</a> with our Influence Engineers to get started!</li> <li><a href="https://proudmouth.com/" rel="noopener nofollow" target="_blank">ProudMouth</a></li> <li><a href="https://www.linkedin.com/in/matthalloranpm/" rel="noopener nofollow" target="_blank">LinkedIn: Matt Halloran</a></li> <li><a href="https://twitter.com/MattHalloran_" rel="noopener nofollow" target="_blank">Twitter: Matt Halloran</a></li> <li><a href="https://www.linkedin.com/company/proudmouth" rel="noopener nofollow" target="_blank">LinkedIn: ProudMouth</a></li> <li><a href="https://www.facebook.com/WeAreProudMouth" rel="noopener nofollow" target="_blank">Facebook: ProudMouth</a></li> <li><a href="https://twitter.com/ProudMouth_" rel="noopener nofollow" target="_blank">Twitter: ProudMouth</a></li> <li><a href="https://www.youtube.com/channel/UCSdZHkvgdL1yzPXFHE0TeCQ/featured" rel="noopener nofollow" target="_blank">YouTube: ProudMouth</a></li> </ul> About Natalie Hales: As the founder of Natalie Hales, Advisor Marketing, and with over 10 years of experience in financial marketing, Natalie specializes in helping financial advisors discover their niche, craft their positioning, and tell their stories to attract dream clients.  Her unique expertise in business strategy and marketing creativity has been honed through her work with renowned companies like Canada Life. Natalie’s superpower lies in crafting personalized brand strategies through her signature framework, The Niche Funnel.

Top Reasons for Advisors To Choose a Niche (and How To Get Started) With Natalie Hales (Ep. 421)

Carl Richards

Emotional intelligence includes the ability to spend most of your client meetings listening – not talking. If that sounds like a tall order, consider this:  Emotional intelligence is a muscle that you can train. In this episode, Matt Halloran talks to Carl Richards, a decade-long columnist for The New York Times and creator and author of “The Behavioral Gap,” about ways to practice emotional intelligence to help you connect with and educate your clients. Carl also shares how he finds the “crunchy bits” to inspire emotionally resonant content, and his advice for any advisor who’s still “the best-kept secret” in their area.   Carl discusses:  His trick for helping people solve their problems while barely saying a word  Two rules he used to drastically reduce how much he was talking during client meetings How to narrow down the unique problem you’re interested in solving for your audience The exact steps he would take, as an advisor, to accelerate his influence and grow his business And more  Resources:   PodRocket Influence Academy (Enroll for FREE) How much influence do you have? Take our free 5-min test Sketch Guy – The New York Times Orion Advisor Solutions FiCommPartners.com “The One-Page Financial Plan: A Simple Way to Be Smart About Your Money” by Carl Richards “The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money”  by Carl Richards  Connect with Carl Richards:  The Society of Advice LinkedIn: Carl Richards Twitter: @behaviorgap BehaviorGap.com  Connect with ProudMouth:  Do you want to podcast? Book a call with our Influence Engineers to get started! ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth  About Carl Richards: Carl Richards is a Certified Financial Planner™ and creator of the Sketch Guy column, which appeared weekly for a decade in The New York Times. Carl has also been featured on Marketplace Money, Oprah.com, and Forbes.com. In addition, Carl has become a frequent keynote speaker at financial planning conferences and visual learning events around the world. Through his simple sketches, Carl makes complex financial concepts easy to understand. His sketches also serve as the foundation for his two books, The One-Page Financial Plan: A Simple Way to Be Smart About Your Money and The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money.

Emotional intelligence includes the ability to spend most of your client meetings listening – not talking. If that sounds like a tall order, consider this:  Emotional intelligence is a muscle that you can train. In this episode, Matt Halloran talks to Carl Richards, a decade-long columnist for The New York Times and creator and author of “The Behavioral Gap,” about ways to practice emotional intelligence to help you connect with and educate your clients. Carl also shares how he finds the “crunchy bits” to inspire emotionally resonant content, and his advice for any advisor who’s still “the best-kept secret” in their area.   Carl discusses: <ul> <li>His trick for helping people solve their problems while barely saying a word </li> <li>Two rules he used to drastically reduce how much he was talking during client meetings</li> <li>How to narrow down the unique problem you’re interested in solving for your audience</li> <li>The exact steps he would take, as an advisor, to accelerate his influence and grow his business</li> <li>And more</li> </ul> Resources:  <ul> <li><a href="https://podrocketacademy.com/" rel="noopener nofollow" target="_blank">PodRocket Influence Academy</a> (Enroll for FREE)</li> <li>How much influence do you have? Take our <a href="https://proudmouth.com/influence-assessment-2/" rel="noopener nofollow" target="_blank">free 5-min test</a></li> <li><a href="https://www.nytimes.com/column/sketch-guy" rel="noopener nofollow" target="_blank">Sketch Guy – The New York Times</a></li> <li><a href="https://orion.com/events" rel="noopener nofollow" target="_blank">Orion Advisor Solutions</a></li> <li><a href="https://ficommpartners.com/" rel="noopener nofollow" target="_blank">FiCommPartners.com</a></li> <li><a href="https://www.amazon.com/One-Page-Financial-Plan-Simple-Smart/dp/1591847559" rel="noopener nofollow" target="_blank">“The One-Page Financial Plan: A Simple Way to Be Smart About Your Money”</a> by Carl Richards</li> <li><a href="https://www.amazon.com/gp/product/1591844649/ref=as_li_tf_tl?ie=UTF8&amp;tag=behagap-20&amp;linkCode=as2&amp;camp=217145&amp;creative=399373&amp;creativeASIN=159184464" rel="noopener nofollow" target="_blank">“The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money”</a>  by Carl Richards</li> </ul> Connect with Carl Richards: <ul> <li><a href="https://www.thesocietyofadvice.com/" rel="noopener nofollow" target="_blank">The Society of Advice</a></li> <li><a href="https://www.linkedin.com/in/thinkingcarl/" rel="noopener nofollow" target="_blank">LinkedIn: Carl Richards</a></li> <li><a href="https://twitter.com/behaviorgap?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor" rel="noopener nofollow" target="_blank">Twitter: @behaviorgap</a></li> <li><a href="https://behaviorgap.com/" rel="noopener nofollow" target="_blank">BehaviorGap.com</a></li> </ul> Connect with ProudMouth: <ul> <li>Do you want to podcast? <a href="https://calendly.com/mark_basile/i-want-to-podcast" rel="noopener nofollow" target="_blank">Book a call</a> with our Influence Engineers to get started!</li> <li><a href="https://proudmouth.com/" rel="noopener nofollow" target="_blank">ProudMouth</a></li> <li><a href="https://www.linkedin.com/in/matthalloranpm/" rel="noopener nofollow" target="_blank">LinkedIn: Matt Halloran</a></li> <li><a href="https://twitter.com/MattHalloran_" rel="noopener nofollow" target="_blank">Twitter: Matt Halloran</a></li> <li><a href="https://www.linkedin.com/company/proudmouth" rel="noopener nofollow" target="_blank">LinkedIn: ProudMouth</a></li> <li><a href="https://www.facebook.com/WeAreProudMouth" rel="noopener nofollow" target="_blank">Facebook: ProudMouth</a></li> <li><a href="https://twitter.com/ProudMouth_" rel="noopener nofollow" target="_blank">Twitter: ProudMouth</a></li> <li><a href="https://www.youtube.com/channel/UCSdZHkvgdL1yzPXFHE0TeCQ/featured" rel="noopener nofollow" target="_blank">YouTube: ProudMouth</a></li> </ul> About Carl Richards: Carl Richards is a Certified Financial Planner™ and creator of the Sketch Guy column, which appeared weekly for a decade in The New York Times. Carl has also been featured on Marketplace Money, <a href="http://Oprah.com" rel="nofollow" target="_blank">Oprah.com</a>, and <a href="http://Forbes.com" rel="nofollow" target="_blank">Forbes.com</a>. In addition, Carl has become a frequent keynote speaker at financial planning conferences and visual learning events around the world. Through his simple sketches, Carl makes complex financial concepts easy to understand. His sketches also serve as the foundation for his two books, <a href="https://www.amazon.com/One-Page-Financial-Plan-Simple-Smart/dp/1591847559" rel="nofollow" target="_blank">The One-Page Financial Plan: A Simple Way to Be Smart About Your Money</a> and <a href="http://amzn.to/bgapbook" rel="nofollow" target="_blank">The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money</a>.

How To Practice Emotional Intelligence in Every Client Meeting With Carl Richards (Ep. 420)

Mary Kate Gulick

Are your marketing strategies failing to produce the results you want? Are you worried you’re wasting time and money on things that aren’t growing your business?  In this episode, Matt Halloran talks to Mary Kate Gulick from Carson Group Wealth Management. They unpack the most prominent marketing mistakes advisors are making – and what to do instead to drive new business and meet your goals. Mary Kate discusses:  How to avoid the most common pitfalls advisors face with marketing How to find out which of your marketing strategies are and aren’t reaching your target audience (e.g., do you really need to be spending 6 hours writing newsletters?) How to start reusing and recycling your content across social platforms Where to go and who to contact for less expensive and more effective alternatives to your current marketing strategies And more  Resources:   PodRocket Influence Academy (Enroll for FREE) How much influence do you have? Take our free 5-min test “The Financial Advisor’s Guide To Effective Marketing” from Carson Group Jolt Conference Website  Connect with Mary Kate Gulick:  LinkedIn: Mary Kate Gulick Twitter: @MaryKateGulick CarsonGroup.com  Connect with ProudMouth:  Do you want to podcast? Book a call with our Influence Engineers to get started! ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth  About Mary Kate Gulick: Mary Kate Gulick is an award-winning marketing veteran, creative leader, content marketing pioneer, Amazon bestselling author, and WealthManagement.com’s 2022 CMO of the year.  After years of providing game-changing creative ideas, leadership, and marketing strategy for award-winning ad agencies, Mary Kate joined IBM to lead their employment brand offering. From there, long-time client TD Ameritrade tapped her to head up brand, creative, and digital marketing for the Institutional business, where she developed a keen understanding of the needs of RIAs and independent advisors while building the company’s award-winning content marketing program and category-leading digital presence. Now at Carson, Mary Kate heads up advisor marketing, driving lead generation, sales enablement, field marketing, and business growth.

Are your marketing strategies failing to produce the results you want? Are you worried you’re wasting time and money on things that aren’t growing your business? In this episode, Matt Halloran talks to Mary Kate Gulick from Carson Group Wealth Management. They unpack the most prominent marketing mistakes advisors are making – and what to do instead to drive new business and meet your goals. Mary Kate discusses: <ul> <li>How to avoid the most common pitfalls advisors face with marketing</li> <li>How to find out which of your marketing strategies are and aren’t reaching your target audience (e.g., do you really need to be spending 6 hours writing newsletters?)</li> <li>How to start reusing and recycling your content across social platforms</li> <li>Where to go and who to contact for less expensive and more effective alternatives to your current marketing strategies</li> <li>And more</li> </ul> Resources:  <ul> <li><a href="https://podrocketacademy.com/" rel="noopener nofollow" target="_blank">PodRocket Influence Academy</a> (Enroll for FREE)</li> <li>How much influence do you have? Take our <a href="https://proudmouth.com/influence-assessment-2/" rel="noopener nofollow" target="_blank">free 5-min test</a></li> <li><a href="https://resources.carsongroup.com/advisors-guide-to-effective-marketing" rel="noopener nofollow" target="_blank">“The Financial Advisor’s Guide To Effective Marketing” from Carson Group</a></li> <li><a href="https://joltconference.com/" rel="noopener nofollow" target="_blank">Jolt Conference Website</a></li> </ul> Connect with Mary Kate Gulick: <ul> <li><a href="https://www.linkedin.com/in/mary-kate-gulick-3886454/" rel="noopener nofollow" target="_blank">LinkedIn: Mary Kate Gulick</a></li> <li><a href="https://twitter.com/MaryKateGulick?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor" rel="noopener nofollow" target="_blank">Twitter: @MaryKateGulick</a></li> <li><a href="https://www.carsongroup.com/" rel="noopener nofollow" target="_blank">CarsonGroup.com</a></li> </ul> Connect with ProudMouth: <ul> <li>Do you want to podcast? <a href="https://calendly.com/mark_basile/i-want-to-podcast" rel="noopener nofollow" target="_blank">Book a call</a> with our Influence Engineers to get started!</li> <li><a href="https://proudmouth.com/" rel="noopener nofollow" target="_blank">ProudMouth</a></li> <li><a href="https://www.linkedin.com/in/matthalloranpm/" rel="noopener nofollow" target="_blank">LinkedIn: Matt Halloran</a></li> <li><a href="https://twitter.com/MattHalloran_" rel="noopener nofollow" target="_blank">Twitter: Matt Halloran</a></li> <li><a href="https://www.linkedin.com/company/proudmouth" rel="noopener nofollow" target="_blank">LinkedIn: ProudMouth</a></li> <li><a href="https://www.facebook.com/WeAreProudMouth" rel="noopener nofollow" target="_blank">Facebook: ProudMouth</a></li> <li><a href="https://twitter.com/ProudMouth_" rel="noopener nofollow" target="_blank">Twitter: ProudMouth</a></li> <li><a href="https://www.youtube.com/channel/UCSdZHkvgdL1yzPXFHE0TeCQ/featured" rel="noopener nofollow" target="_blank">YouTube: ProudMouth</a></li> </ul> About Mary Kate Gulick: Mary Kate Gulick is an award-winning marketing veteran, creative leader, content marketing pioneer, Amazon bestselling author, and <a href="http://WealthManagement.com" rel="nofollow" target="_blank">WealthManagement.com</a>’s 2022 CMO of the year.  After years of providing game-changing creative ideas, leadership, and marketing strategy for award-winning ad agencies, Mary Kate joined IBM to lead their employment brand offering. From there, long-time client TD Ameritrade tapped her to head up brand, creative, and digital marketing for the Institutional business, where she developed a keen understanding of the needs of RIAs and independent advisors while building the company’s award-winning content marketing program and category-leading digital presence. Now at Carson, Mary Kate heads up advisor marketing, driving lead generation, sales enablement, field marketing, and business growth.

“My Marketing Isn’t Working”: How To Make It Effective With Mary Kate Gulick (Ep. 419)

John Waldron

If you’re like the advisors we know, you enjoy continuing education because it equips you to help more people. But you don’t love the time-consuming admin work that often comes with it. Or sitting through courses you don’t find valuable.  What if you could satisfy your continuing education requirements on your own terms, and with less time required?  In this episode, Matt Halloran has a thought-provoking discussion with John Waldron, Founder of Learnedly. They talk about more fulfilling ways to learn (unless you prefer pre-recorded webinars?), how the continuing education landscape is changing, and ways to help your clients spot the red flags of bad finfluencer advice. John discusses:  Why the current landscape of continuing education in Canada’s financial services industry is so fragmented – and how this impacts advisors How to help clients recognize and dodge click-hungry finfluencers Ideas for completing your requirements faster, so you can get back to serving your clients Other continuous education options that put you in a better learning environment (because you’re doing something fulfilling!) And more  Resources:   PodRocket Influence Academy (Enroll for FREE) How much influence do you have? Take our free 5-min test Learnedly.com  Connect with John Waldron:  LinkedIn: John Waldron LinkedIn: Learnedly  Connect with ProudMouth:  Do you want to podcast? Book a call with our Influence Engineers to get started! ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth  About John Waldron: John Waldron is the founder of Learnedly, a digital training platform for Canadian financial professionals. With more than 20 years of experience in financial services, John has worked in the banking, securities, and investment fund sectors, as well as Canada’s largest training provider for financial professionals.  Over the course of John’s career, he has earned several designations, including the CFP®, FMA, CIM, and CIWM. John is the author of Wealth Ed: Money Management for Ontario Teachers and served as an advisor to the Ontario Ministry of Education to integrate financial literacy into Ontario’s school curriculum. 

If you’re like the advisors we know, you enjoy continuing education because it equips you to help more people. But you don’t love the time-consuming admin work that often comes with it. Or sitting through courses you don’t find valuable.  What if you could satisfy your continuing education requirements on your own terms, and with less time required?  In this episode, Matt Halloran has a thought-provoking discussion with John Waldron, Founder of Learnedly. They talk about more fulfilling ways to learn (unless you prefer pre-recorded webinars?), how the continuing education landscape is changing, and ways to help your clients spot the red flags of bad finfluencer advice. John discusses: <ul> <li>Why the current landscape of continuing education in Canada’s financial services industry is so fragmented – and how this impacts advisors</li> <li>How to help clients recognize and dodge click-hungry finfluencers</li> <li>Ideas for completing your requirements faster, so you can get back to serving your clients</li> <li>Other continuous education options that put you in a better learning environment (because you’re doing something fulfilling!)</li> <li>And more</li> </ul> Resources:  <ul> <li><a href="https://podrocketacademy.com/" rel="noopener nofollow" target="_blank">PodRocket Influence Academy</a> (Enroll for FREE)</li> <li>How much influence do you have? Take our <a href="https://proudmouth.com/influence-assessment-2/" rel="noopener nofollow" target="_blank">free 5-min test</a></li> <li><a href="https://learnedly.com/" rel="noopener nofollow" target="_blank">Learnedly.com</a></li> </ul> Connect with John Waldron: <ul> <li><a href="https://www.linkedin.com/in/johnwaldron21/" rel="noopener nofollow" target="_blank">LinkedIn: John Waldron</a></li> <li><a href="https://www.linkedin.com/company/learnedly/" rel="noopener nofollow" target="_blank">LinkedIn: Learnedly</a></li> </ul> Connect with ProudMouth: <ul> <li>Do you want to podcast? <a href="https://calendly.com/mark_basile/i-want-to-podcast" rel="noopener nofollow" target="_blank">Book a call</a> with our Influence Engineers to get started!</li> <li><a href="https://proudmouth.com/" rel="noopener nofollow" target="_blank">ProudMouth</a></li> <li><a href="https://www.linkedin.com/in/matthalloranpm/" rel="noopener nofollow" target="_blank">LinkedIn: Matt Halloran</a></li> <li><a href="https://twitter.com/MattHalloran_" rel="noopener nofollow" target="_blank">Twitter: Matt Halloran</a></li> <li><a href="https://www.linkedin.com/company/proudmouth" rel="noopener nofollow" target="_blank">LinkedIn: ProudMouth</a></li> <li><a href="https://www.facebook.com/WeAreProudMouth" rel="noopener nofollow" target="_blank">Facebook: ProudMouth</a></li> <li><a href="https://twitter.com/ProudMouth_" rel="noopener nofollow" target="_blank">Twitter: ProudMouth</a></li> <li><a href="https://www.youtube.com/channel/UCSdZHkvgdL1yzPXFHE0TeCQ/featured" rel="noopener nofollow" target="_blank">YouTube: ProudMouth</a></li> </ul> About John Waldron: John Waldron is the founder of Learnedly, a digital training platform for Canadian financial professionals. With more than 20 years of experience in financial services, John has worked in the banking, securities, and investment fund sectors, as well as Canada’s largest training provider for financial professionals.  Over the course of John’s career, he has earned several designations, including the CFP®, FMA, CIM, and CIWM. John is the author of Wealth Ed: Money Management for Ontario Teachers and served as an advisor to the Ontario Ministry of Education to integrate financial literacy into Ontario’s school curriculum.

Can Continuous Education Be More Enjoyable & Less Time-Consuming? With John Waldron (Ep. 418)

Shannon Spotswood

If you are not jumping out of bed energized every week by the work you’re doing as an advisor, chances are your time is being misallocated. Tons of advisors develop burnout or a lack of motivation in their work at some point in their career, and our guest is here to put an end to that feeling using the power of proper time allocation. In this episode, Matt Halloran talks to Shannon Spotswood, President at RFG Advisory, about the importance of developing a positive mindset around time allocation and its ability to completely transform the fulfillment you feel in your role as an advisor. Shannon discusses:  How to become “obsessed with the highest and best use of your time” Reasons why you need to clearly define how you will feel most fulfilled and inspired in your work (and the risk you run when you don’t do this) How to find and work with clients who align with your interests so you can stay inspired and develop your niche Why advisors resist spending time doing personal activities with clients and how to stop feeling guilty when you decide to do this (for the sake of your business!) And more  Resources:   PodRocket Influence Academy (Enroll for FREE) Schwab Examines the Pain Points of Financial Pros  Accenture Study – Wealth management: The new state of advice Michael Kitces’s “Fintech Map”  Connect with Shannon Spotswood:  LinkedIn: Shannon Spotswood LinkedIn: RFG Advisory  Connect with ProudMouth:  Do you want to podcast? Book a call with our Influence Engineers to get started! ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth  About Shannon Spotswood: Shannon Spotswood is a 25+ year industry veteran in financial services with an outstanding reputation built on leadership roles in professional management, investment banking, hedge fund management, and business development.  Joining RFG Advisory in 2015, Shannon recognized the opportunity to combine her entrepreneurial experience with her passion to build an innovative, Advisor-focused RIA of the future. At RFG Advisory, Shannon of RFG 2.0, a fully integrated platform for independent Financial Advisors and the implementation of strategic initiatives contributing to advisor success.

If you are not jumping out of bed energized every week by the work you’re doing as an advisor, chances are your time is being misallocated. Tons of advisors develop burnout or a lack of motivation in their work at some point in their career, and our guest is here to put an end to that feeling using the power of proper time allocation. In this episode, Matt Halloran talks to Shannon Spotswood, President at RFG Advisory, about the importance of developing a positive mindset around time allocation and its ability to completely transform the fulfillment you feel in your role as an advisor. Shannon discusses: <ul> <li>How to become “obsessed with the highest and best use of your time”</li> <li>Reasons why you need to clearly define how you will feel most fulfilled and inspired in your work (and the risk you run when you don’t do this)</li> <li>How to find and work with clients who align with your interests so you can stay inspired and develop your niche</li> <li>Why advisors resist spending time doing personal activities with clients and how to stop feeling guilty when you decide to do this (for the sake of your business!)</li> <li>And more</li> </ul> Resources:  <ul> <li><a href="https://podrocketacademy.com/" rel="noopener nofollow" target="_blank">PodRocket Influence Academy</a> (Enroll for FREE)</li> <li><a href="https://www.thinkadvisor.com/2018/06/19/schwab-examines-the-pain-points-of-financial-pros/" rel="noopener nofollow" target="_blank">Schwab Examines the Pain Points of Financial Pros </a></li> <li><a href="https://www.accenture.com/us-en/insights/capital-markets/wealth-management-financial-advice?c=acn_glb_wealthmanagemenpressrelease_12351342&amp;n=mrl_0821" rel="noopener nofollow" target="_blank">Accenture Study – Wealth management: The new state of advice</a></li> <li><a href="https://www.kitces.com/fintechmap/" rel="noopener nofollow" target="_blank">Michael Kitces’s “Fintech Map”</a></li> </ul> Connect with Shannon Spotswood: <ul> <li><a href="https://www.linkedin.com/in/shannonspotswood/" rel="noopener nofollow" target="_blank">LinkedIn: Shannon Spotswood</a></li> <li><a href="https://www.linkedin.com/company/rfgadvisory/" rel="noopener nofollow" target="_blank">LinkedIn: RFG Advisory</a></li> </ul> Connect with ProudMouth: <ul> <li>Do you want to podcast? <a href="https://calendly.com/mark_basile/i-want-to-podcast" rel="noopener nofollow" target="_blank">Book a call</a> with our Influence Engineers to get started!</li> <li><a href="https://proudmouth.com/" rel="noopener nofollow" target="_blank">ProudMouth</a></li> <li><a href="https://www.linkedin.com/in/matthalloranpm/" rel="noopener nofollow" target="_blank">LinkedIn: Matt Halloran</a></li> <li><a href="https://twitter.com/MattHalloran_" rel="noopener nofollow" target="_blank">Twitter: Matt Halloran</a></li> <li><a href="https://www.linkedin.com/company/proudmouth" rel="noopener nofollow" target="_blank">LinkedIn: ProudMouth</a></li> <li><a href="https://www.facebook.com/WeAreProudMouth" rel="noopener nofollow" target="_blank">Facebook: ProudMouth</a></li> <li><a href="https://twitter.com/ProudMouth_" rel="noopener nofollow" target="_blank">Twitter: ProudMouth</a></li> <li><a href="https://www.youtube.com/channel/UCSdZHkvgdL1yzPXFHE0TeCQ/featured" rel="noopener nofollow" target="_blank">YouTube: ProudMouth</a></li> </ul> About Shannon Spotswood: Shannon Spotswood is a 25+ year industry veteran in financial services with an outstanding reputation built on leadership roles in professional management, investment banking, hedge fund management, and business development.  Joining RFG Advisory in 2015, Shannon recognized the opportunity to combine her entrepreneurial experience with her passion to build an innovative, Advisor-focused RIA of the future. At RFG Advisory, Shannon of RFG 2.0, a fully integrated platform for independent Financial Advisors and the implementation of strategic initiatives contributing to advisor success.

How To Get Back To Doing What You Love Most as an Advisor With Shannon Spotswood (Ep. 417)

Andrew McIntosh

While many businesses are passed down or built with inherited money, that’s not the case for what Andrew McIntosh calls the 1st Gen Entrepreneur. First-generation entrepreneurs face more unique challenges like gaining influence, building a good reputation — and, of course, earning sales.  In this episode, Matt Halloran talks to Andrew McIntosh, the founder of 1st Gen Entrepreneurs, about what it takes to become a successful entrepreneur without having the luxury of a fancy (and expensive) business coach.  Andrew discusses:  How 1st Gen Entrepreneurs provides business owners, like you, with invaluable advice without the premium price of a business coach How being a CEO or any leader doesn’t mean you need to be the smartest in the room (and why you shouldn’t want to be the smartest in the room) The community of advisors and leaders he’s gathered on 1st Gen Entrepreneurs and the resources they’re providing How to know if hiring the more expensive &amp; experienced candidate is the right call for your business And more  Resources:   PodRocket Influence Academy (Enroll for FREE) 1st Gen Entrepreneurs Top Advisor Marketing Podcast: How to Differentiate Yourself from the Sea of Sameness With Andrea Lopez-Schlapia (Ep. 397) Circlo.so | Your Community, Your Branding  Connect with Andrew McIntosh:  LinkedIn: Andrew McIntosh LinkedIn: 1st Gen Entrepreneurs  Connect with ProudMouth:  Do you want to podcast? Book a call with Matt Halloran to get started! ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth  About Andrew McIntosh: Andrew McIntosh is a serial entrepreneur who was the first in his family to start a business, or as he calls it, a 1st Generation Entrepreneur. Since Andrew grew up without any formal training/education on what it takes to properly grow a business, he always felt as though he had to learn everything the hard way, and that the road to success was filled with uncertainty and indecision. This is why Andrew started 1st Gen Entrepreneurs, to provide new entrepreneurs like you with all the mentorship you could ever need. Andrew has founded an online support community built specifically for 1st Generation Entrepreneurs, where you can get all the help, support &amp; guidance you need to grow your business successfully.

While many businesses are passed down or built with inherited money, that’s not the case for what Andrew McIntosh calls the 1st Gen Entrepreneur. First-generation entrepreneurs face more unique challenges like gaining influence, building a good reputation — and, of course, earning sales.  In this episode, Matt Halloran talks to Andrew McIntosh, the founder of 1st Gen Entrepreneurs, about what it takes to become a successful entrepreneur without having the luxury of a fancy (and expensive) business coach.  Andrew discusses: <ul> <li>How 1st Gen Entrepreneurs provides business owners, like you, with invaluable advice without the premium price of a business coach</li> <li>How being a CEO or any leader doesn’t mean you need to be the smartest in the room (and why you shouldn’t want to be the smartest in the room)</li> <li>The community of advisors and leaders he’s gathered on 1st Gen Entrepreneurs and the resources they’re providing</li> <li>How to know if hiring the more expensive &amp; experienced candidate is the right call for your business</li> <li>And more</li> </ul> Resources:  <ul> <li><a href="https://podrocketacademy.com/" rel="noopener nofollow" target="_blank">PodRocket Influence Academy</a> (Enroll for FREE)</li> <li><a href="https://1stgen.biz/" rel="noopener nofollow" target="_blank">1st Gen Entrepreneurs</a></li> <li><a href="https://proudmouth.com/podcasts/how-to-differentiate-yourself-from-the-sea-of-sameness-with-andrea-lopez-schlapia-ep-397/" rel="noopener nofollow" target="_blank">Top Advisor Marketing Podcast: How to Differentiate Yourself from the Sea of Sameness With Andrea Lopez-Schlapia (Ep. 397)</a></li> <li><a href="https://circle.so/" rel="noopener nofollow" target="_blank">Circlo.so | Your Community, Your Branding</a></li> </ul> Connect with Andrew McIntosh: <ul> <li><a href="https://www.linkedin.com/in/andrew-drives/" rel="noopener nofollow" target="_blank">LinkedIn: Andrew McIntosh</a></li> <li><a href="https://www.linkedin.com/company/1stgen/" rel="noopener nofollow" target="_blank">LinkedIn: 1st Gen Entrepreneurs</a></li> </ul> Connect with ProudMouth: <ul> <li>Do you want to podcast? <a href="https://calendly.com/matthalloran/tam-podcast-fan?month=2022-02" rel="noopener nofollow" target="_blank">Book a call</a> with Matt Halloran to get started!</li> <li><a href="https://proudmouth.com/" rel="noopener nofollow" target="_blank">ProudMouth</a></li> <li><a href="https://www.linkedin.com/in/matthalloranpm/" rel="noopener nofollow" target="_blank">LinkedIn: Matt Halloran</a></li> <li><a href="https://twitter.com/MattHalloran_" rel="noopener nofollow" target="_blank">Twitter: Matt Halloran</a></li> <li><a href="https://www.linkedin.com/company/proudmouth" rel="noopener nofollow" target="_blank">LinkedIn: ProudMouth</a></li> <li><a href="https://www.facebook.com/WeAreProudMouth" rel="noopener nofollow" target="_blank">Facebook: ProudMouth</a></li> <li><a href="https://twitter.com/ProudMouth_" rel="noopener nofollow" target="_blank">Twitter: ProudMouth</a></li> <li><a href="https://www.youtube.com/channel/UCSdZHkvgdL1yzPXFHE0TeCQ/featured" rel="noopener nofollow" target="_blank">YouTube: ProudMouth</a></li> </ul> About Andrew McIntosh: Andrew McIntosh is a serial entrepreneur who was the first in his family to start a business, or as he calls it, a 1st Generation Entrepreneur. Since Andrew grew up without any formal training/education on what it takes to properly grow a business, he always felt as though he had to learn everything the hard way, and that the road to success was filled with uncertainty and indecision. This is why Andrew started 1st Gen Entrepreneurs, to provide new entrepreneurs like you with all the mentorship you could ever need. Andrew has founded an online support community built specifically for 1st Generation Entrepreneurs, where you can get all the help, support &amp; guidance you need to grow your business successfully.

Building a Business From Scratch as a First-Gen Entrepreneur With Andrew McIntosh (Ep. 416)

Where you’ll learn how to stop the sales cycle insanity and become the trusted authority you’re meant to be. Hosted by our CRO and in-house podcasting expert, Matt Halloran. Brought to you by ProudMouth. #BeYourOwnLoud        286290

Samantha Russell

Susan Theder

As much as some advisors hate to hear it, the age of the hard sell is over.Your prospects want a relationship, not a sales pitch. It's time to change how you present yourself online.

As much as some advisors hate to hear it, the age of the hard sell is over. Your prospects want a relationship, not a sales pitch. It's time to change how you present yourself online.

Advisors, Step Away From the Hard Sell With Samantha Russell and Susan Theder (Ep. 415)

As an advisor, you guide clients to do the right things with their money and mindset. And it's no coincidence that the ones who listen have the most optimized wealth. Imagine you applied this exact same expertise to become more influential in your market…

As an advisor, you guide clients to do the right things with their money and mindset. And it's no coincidence that the ones who listen have the most optimized wealth.  Imagine you applied this exact same expertise to become more influential in your market…

Your Favorite Financial Adages Are the Keys to Growing Your Influence – Here’s Why  (Ep. 414)

Tim Welsh

Imagine you could hop into a time machine and go forward 5-10 years in the financial services industry. What do you think you’d see?

Top Predictions for Future Trends in Financial Services With Tim Welsh (Ep. 413 )

Bill Cates

If you’re like the advisors we know, you want to meet more of the right clients. But how?By increasing your influence and referrals.

If you’re like the advisors we know, you want to meet more of the right clients. But how? By increasing your influence and referrals.

4 Proven Ways To Increase Your Influence & Win New Clients With Bill Cates (Ep.  412)

Julie Johnson

Between 65-70% of young inheritors leave their parents’ advisors because that advisor made little or no effort to engage with them. What holds advisors back? Not knowing how to connect and build relationships with the younger generation.

Between 65-70% of young inheritors leave their parents’ advisors because that advisor made little or no effort to engage with them.  What holds advisors back? Not knowing how to connect and build relationships with the younger generation.

Stop Being “Just My Parent’s Advisor”: Start Connecting With the Next Generation With Julie Johnson (Ep. 411)

Ric Edelman

Innovations are radically increasing life expectancy. If you’re alive in 2030, odds are good that you'll live to be 100 or older. Are you planning enough years for your clients? Most advisors aren’t.

Innovations are radically increasing life expectancy. If you’re alive in 2030, odds are good that you'll live to be 100 or older.  Are you planning enough years for your clients? Most advisors aren’t.

Future Planning: Are You Preparing Your Clients To Live Past 100? With Ric Edelman (Ep. 410)

If you’re like the advisors we know, you want to impact your clients’ lives. Have you ever considered helping them connect with their children on a deeper level?

Legacy Letters: Help Clients Connect With Their Children Now & Forever With Blake Brewer (Ep. 409)

Scott Heinila

Imagine giving your clients an experience they’ll remember forever. Something fun and unlike anything they’ve ever done. How would that change your relationships?

In-Person Events Accelerate Client Relationships – Try These Fun Ideas! With Scott Heinila (Ep. 408)

Cassie Jackson

There's a huge advice gap in the U.S. Even among wealthy clients who work with an advisor.According to Bento Research, 40% of advised clients said they didn't get advice on Social Security benefits when they turned 62. While 63% said they didn't get advice on Qualified Charitable Distributions when they turned 70 ½. This might sound like negative news. But it’s your opportunity to engage with clients (and prospects) to offer the advice your competition isn’t.

There's a huge advice gap in the U.S. Even among wealthy clients who work with an advisor. According to Bento Research, 40% of advised clients said they didn't get advice on Social Security benefits when they turned 62. While 63% said they didn't get advice on Qualified Charitable Distributions when they turned 70 ½.  This might sound like negative news. But it’s your opportunity to engage with clients (and prospects) to offer the advice your competition isn’t.

How To Give Clients Life-Changing Advice at the Exact Right Times With Cassie Jackson (Ep. 407)

Darren Wurz

Like most advisors, Darren Wurz was a little scared to focus on a niche. But now? He’s encouraging you to drill down on who exactly you want to serve.

Don’t Be Afraid to Niche: How To Build Your Practice by Narrowing Down With Darren Wurz (Ep. 406)

A well produced show that has terrific guests. Valuable insights for advisors!

Well done!

Top Advisor Marketing Podcast

Joe Lukacs

Being proactive and taking action, especially during difficult times, can be just what you need to help your business grow. How can you make the determination to play offence and be part of the 20 percent of people finding business development opportunities right now?In this episode, Kirk continues his conversation with Coach Joe Lukacs. With over 26 years of experience coaching financial advisors, Coach Joe shares his knowledge on the strategies you can use to truly influence others and achieve success in your practice during trying times.In this episode, you will learn: 	How to influence your network by offering certainty  	Why you should focus on selling a conversation 	How to create messages that spark more conversations on LinkedIn  	And more!Tune in now and make the decision to play offense by being a leader when people need one the most!Resources:  Top Advisor Marketing | Coach Joe LI | Magellan Mastermind &amp; Network | Special Episode With Joe Lukacs Brought to you by: Iris.xyz

Being proactive and taking action, especially during difficult times, can be just what you need to help your business grow. How can you make the determination to play offence and be part of the 20 percent of people finding business development opportunities right now? In this episode, Kirk continues his conversation with Coach Joe Lukacs. With over 26 years of experience coaching financial advisors, Coach Joe shares his knowledge on the strategies you can use to truly influence others and achieve success in your practice during trying times. In this episode, you will learn: 	How to influence your network by offering certainty  	Why you should focus on selling a conversation 	How to create messages that spark more conversations on LinkedIn  	And more! Tune in now and make the decision to play offense by being a leader when people need one the most! Resources:  Top Advisor Marketing | Coach Joe LI | Magellan Mastermind &amp; Network | Special Episode With Joe Lukacs  Brought to you by: Iris.xyz

Special Episode: Going on The Offensive — With Coach Joe Lukacs

There are many aspects that can determine whether a business will be successful or not, but it all starts from the inside. As an advisor, there’s only so much you can do by yourself. That’s why we recommend being dialed-in and creating synergies that will help your business thrive.Start your 2020 with clear 20/20 vision by listening to Matt and Kirk as they discuss the benefits of being dialed-in, what challenges business owners face when they’re not creating enough synergies, and how to manage and overcome roadblocks in your business.In this episode, you will learn:Why having a clear and distinct brand can make you more referableWarning signs that you’re not dialed-inWhy it’s important to create a positive work cultureHow to find your focusAnd more!Tune in now and start your year with 20/20 vision by listening to this value-packed episode.Resources:  Top Advisor MarketingBrought to you by: Iris.xyz

There are many aspects that can determine whether a business will be successful or not, but it all starts from the inside. As an advisor, there’s only so much you can do by yourself. That’s why we recommend being dialed-in and creating synergies that will help your business thrive. Start your 2020 with clear 20/20 vision by listening to Matt and Kirk as they discuss the benefits of being dialed-in, what challenges business owners face when they’re not creating enough synergies, and how to manage and overcome roadblocks in your business. In this episode, you will learn: Why having a clear and distinct brand can make you more referable Warning signs that you’re not dialed-in Why it’s important to create a positive work culture How to find your focus And more! Tune in now and start your year with 20/20 vision by listening to this value-packed episode. Resources:  Top Advisor Marketing Brought to you by: Iris.xyz

Episode 211 –  Business Tips for a Dialed-In and Successful 2020

Warren Weeks

Do you know how to use PR to draw attention to your expertise?In this episode, Matt is joined by Warren Weeks, founder of Weeks Media, who shares strategies that you can start using today to capture journalists’ attention and boost your chances of getting your expertise published.In this episode, you will learn:Why it’s worthwhile for advisors to pitch topics to trade publicationsThe importance of putting effort into your LinkedIn profileWhich two social platforms tend to get the press’s attentionHow to reverse-engineer your press releases to make them audience-focused and appealing to journalistsAnd more!Tune in now and learn the best PR strategies for casting a spotlight on your expertise!Resources:Top Advisor Marketing | Weeks MediaBrought to you by: Iris.xyz

Do you know how to use PR to draw attention to your expertise? In this episode, Matt is joined by Warren Weeks, founder of Weeks Media, who shares strategies that you can start using today to capture journalists’ attention and boost your chances of getting your expertise published. In this episode, you will learn: Why it’s worthwhile for advisors to pitch topics to trade publications The importance of putting effort into your LinkedIn profile Which two social platforms tend to get the press’s attention How to reverse-engineer your press releases to make them audience-focused and appealing to journalists And more! Tune in now and learn the best PR strategies for casting a spotlight on your expertise! Resources: Top Advisor Marketing | Weeks Media Brought to you by: Iris.xyz

Episode 212 –  PR Strategies That Get Advisors the Most Attention — With Warren Weeks

When you’re communicating with your audience and marketing your expertise, are you still taking a sales-oriented approach? How long has it been since you updated your marketing strategy?Marketing is quickly shifting. What does the 2020 marketing landscape look like for advisors?A big hint is relationship marketing. The majority of the content you produce needs to be about results and actionable items for your audience. Today, Matt and Kirk talk about the 8 trends that will have a great impact on advisors’ marketing this year.In this episode, you will learn:How to use content to build your authorityHow to create results-focused contentWhy lead generation is a thing of the pastAnd more!Tune in now to learn about the 8 marketing trends that are set to dominate 2020.Resources:  Top Advisor Marketing | How Good Advisor-Marketing Happens in the Expertise Economy | 10 Biggest Content Marketing Trends that Will Dominate 2020Brought to you by: Iris.xyz

When you’re communicating with your audience and marketing your expertise, are you still taking a sales-oriented approach? How long has it been since you updated your marketing strategy? Marketing is quickly shifting. What does the 2020 marketing landscape look like for advisors? A big hint is relationship marketing. The majority of the content you produce needs to be about results and actionable items for your audience. Today, Matt and Kirk talk about the 8 trends that will have a great impact on advisors’ marketing this year. In this episode, you will learn: How to use content to build your authority How to create results-focused content Why lead generation is a thing of the past And more! Tune in now to learn about the 8 marketing trends that are set to dominate 2020. Resources:  Top Advisor Marketing | How Good Advisor-Marketing Happens in the Expertise Economy | 10 Biggest Content Marketing Trends that Will Dominate 2020 Brought to you by: Iris.xyz

Episode 216 –  8 Content Marketing Trends for 2020

Are you tired of spending time away from the office and your family to speak at events? There are benefits to public speaking, but what if you could reach an infinite number of people at once, all while conserving your time and energy?In this episode, Matt and Kirk explain how you can benefit from scaling your credibility. You will hear success stories of advisors who’ve pulled this off and learn ways to start marketing yourself more efficiently.In this episode, you will learn:The benefits of scaling your credibilityHow to determine if scaling your credibility aligns with your business goalsHow to use content to build relationships with prospectsWhy having content and a complete LinkedIn profile can shorten your sales cycleAnd more!Tune in now and learn how to start scaling your credibility!Resources:  Top Advisor Marketing | Kirk on LinkedIn | Matt on LinkedInBrought to you by: Iris.xyz

Are you tired of spending time away from the office and your family to speak at events? There are benefits to public speaking, but what if you could reach an infinite number of people at once, all while conserving your time and energy? In this episode, Matt and Kirk explain how you can benefit from scaling your credibility. You will hear success stories of advisors who’ve pulled this off and learn ways to start marketing yourself more efficiently. In this episode, you will learn: The benefits of scaling your credibility How to determine if scaling your credibility aligns with your business goals How to use content to build relationships with prospects Why having content and a complete LinkedIn profile can shorten your sales cycle And more! Tune in now and learn how to start scaling your credibility! Resources:  Top Advisor Marketing | Kirk on LinkedIn | Matt on LinkedIn Brought to you by: Iris.xyz

Episode 223: Are You Scaling Your Credibility?

Jason Smith

Have you ever wondered what the best way to get referrals is? Or how to know when it’s best to move forward in a sale and close the deal?In this episode, Matt chats with Jason L Smith, founder of The JL Smith Group, an independent retirement planning and wealth management firm. Jason goes into detail about their process first approach and how he preps each client. He also touches on the importance of education and his book!In this episode, you will learn:Sales techniquesThree ways to build trust and rapport before meeting with clientsThe importance of educating clientsHow to know notice triggers and move towards closing a saleAnd more!Tune in to learn how to reinvent your client approach!Resources  Top Advisor Marketing | The JL Smith Group  |  Clarity 2 Prosperity  |  The Bucket Plan

Have you ever wondered what the best way to get referrals is? Or how to know when it’s best to move forward in a sale and close the deal? In this episode, Matt chats with Jason L Smith, founder of The JL Smith Group, an independent retirement planning and wealth management firm. Jason goes into detail about their process first approach and how he preps each client. He also touches on the importance of education and his book! In this episode, you will learn: Sales techniques Three ways to build trust and rapport before meeting with clients The importance of educating clients How to know notice triggers and move towards closing a sale And more! Tune in to learn how to reinvent your client approach! Resources  Top Advisor Marketing | The JL Smith Group  |  Clarity 2 Prosperity  |  The Bucket Plan

Episode 230 – Sales Techniques and Triggers With Jason Smith

In today’s conversation, hosts Kirk Lowe and Matt Halloran dive deep into what Kirk calls the 14 rules of advisor marketing success.Kirk, having spent the last 20 years in this industry, shares what he has learned about how to successfully use marketing to improve your advisory business. Get ready to take notes and discover how to set yourself apart from other advisors, what no one has ever told you about building a niche, and why being on social media is well worth your time.In this episode, you’ll learn:How to find what will separate you from other advisorsWhat it means to be relevant (and where a niche comes in)Different ways to promote you and your businessThe link between your values and your identityWhy we say, “Don’t keep your secrets secret”And so much more!Tune in now and learn the 14 Rules of advisor marketing success!Resources: Top Advisor MarketingBrought to you by: Iris.xyz

In today’s conversation, hosts Kirk Lowe and Matt Halloran dive deep into what Kirk calls the 14 rules of advisor marketing success. Kirk, having spent the last 20 years in this industry, shares what he has learned about how to successfully use marketing to improve your advisory business. Get ready to take notes and discover how to set yourself apart from other advisors, what no one has ever told you about building a niche, and why being on social media is well worth your time. In this episode, you’ll learn: How to find what will separate you from other advisors What it means to be relevant (and where a niche comes in) Different ways to promote you and your business The link between your values and your identity Why we say, “Don’t keep your secrets secret” And so much more! Tune in now and learn the 14 Rules of advisor marketing success! Resources: Top Advisor Marketing Brought to you by: Iris.xyz

Ep 185 – 14 Rules of Advisor Marketing Success

The best episodes for anyone looking to learn more about topics such as happiness, fulfillment, depression and psychology/mental health in general. With interviews with industry experts, personal stories of individuals, this topic has lessons applicable to everyone. Add episodes you're interested into your queue below!

Best Episodes on Mental Health, Emotions & Thoughts

The best podcast episodes of the most interesting stories and things. From skyping someone while they're in space, to tracking down and meeting a telephone scammer in person, to the story of a Galapagos. These episodes will keep you and all your friends entertained and captivated for hours. Learn something new in every episode! Add episodes you're interested into your queue below!