Financial services is a competitive industry. We all know that. But here’s the thing: there are many seats at the table. Amazing things can happen for your business when you collaborate with other professionals (think CPAs and estate planning attorneys). If you want tips on choosing the right partners and keeping all parties accountable, keep readi…

Many advisors start strong with their marketing but then struggle to keep the momentum going. With podcasting, it starts with missing one episode. Then, a couple more. Finally, the podcast comes to a complete standstill — aka podfade. The good news is that podfade is preventable! Listen as Matt Halloran and Kirk Lowe share three proven ways to keep…

You may see some advisors creating amazing content and think, “Ugh, I’ll never get there.” Or maybe you believe you can get there one day, but procrastination always gets in the way. Either way, the problem seems to be getting started. In this episode, Matt Halloran speaks with Jorrell Bland, Associate Wealth Advisor at Mitlin Financial, Inc., abou…

Let’s say your clients are ecstatic to be working with you. They’re so fired up about the problems you’re helping them solve, that they’re telling their neighbors, colleagues, and friends about you. But that’s where it stops. Very few, if any, of these people reach out. How can you move them from neutral to drive? In this episode, Matt Halloran int…

Financial advisors offer many of the same products and services. So what sets one apart from another? In this episode, Matt Halloran chats with Josh Passler, also known as The Fin Artist. Josh has a unique story, having transitioned from being an advisor himself to becoming a sought-after branding and design expert in the industry. Now he’s sharing…

Can anyone launch and leverage a podcast for business growth, influence, and authority? In this episode, host Matt Halloran welcomes Jane Mepham — founder of Elgon Financial Advisors — to discuss her unique journey into podcasting and her experience with the PodRocket Influence Academy. Jane shares how her co-hosted podcast, The International Money…

Millennials and Gen Zs are often left wondering “Now what?” after receiving their first big paycheck or a windfall of money. How can we empower younger generations to make confident and smart financial decisions? In honor of Financial Literacy Month, we’re re-releasing this special conversation between Matt Halloran and Brian Ursu, president of Int…

Some advisor events are forgettable and yield no results, while others leave clients raving and referring. What’s the difference? Successful events have a rock-solid plan. Tune in to Matt Halloran’s conversation with Angela York and Elyse Stoner, co-founders of Event Advisors, to learn how to transform every event into memorable, impactful experien…

Have you ever been in a client meeting where you hesitated to say “I don’t know,” so you gave a half-baked answer that you wished you hadn’t? In reality, being unsure can be a strength — when channeled effectively. Learn how with Matt Halloran and guest Maggie Jackson, author of a new book, “Uncertain: The Wisdom and Wonder of Being Unsure.” They e…

You know what marketing is, right? But what about the difference between foundational and growth marketing? In this episode, Matt Halloran talks to John Wernz, a seasoned marketing expert in financial services. They reveal why knowing the difference is key to marketing success — and why doing foundational vs growth marketing in the right order can …

We all love a good story. In fact, we’re hardwired for it.But how can advisors use storytelling to create stronger connections, build trust, and more effectively guide their clients?By Matt Halloran, CRO at ProudMouth

Are you struggling to get valuable referrals from your clients? Have you tried the power of introductions?By Matt Halloran, CRO at ProudMouth

Have you ever considered using a book to elevate your credibility and influence?By Matt Halloran, CRO at ProudMouth

How can financial advisors significantly grow their business in a competitive market while providing exceptional client experiences?By starting with this podcast.By Matt Halloran, CRO at ProudMouth

We know that inclusion, equity, and diversity are important. But why? Why do diversity, equity, and inclusion (DEI) matter in financial services? And how can we make this industry a more welcoming space for women and people of color?By Matt Halloran, CRO at ProudMouth

What are some proven tactics and strategies that advisors can employ to accelerate growth and achieve their goals?By Matt Halloran, CRO at ProudMouth

Struggling to get your podcast off the ground? We get it!By Matt Halloran, CRO at ProudMouth

Pop quiz: what’s the most visited page on your website? It probably won’t surprise you to know it’s the homepage. But what about the second most visited? Any guesses?It’s your About Page.By Matt Halloran, CRO at ProudMouth

Anyone can be a guest on other people’s podcasts. But not everyone is a great guest or appears on the right podcasts. But that’s a skill set that can be learned.By Matt Halloran, CRO at ProudMouth

If you’re considering breaking free and going the independent route, this episode is a can’t-miss.By Matt Halloran, CRO at ProudMouth

Feeling frustrated that your marketing isn’t working?Just 30 minutes of listening to this episode can change your business!By Matt Halloran, CRO at ProudMouth

Quick question for you: what percentage of advisors are retirement plan advisors in the United States?Less than 3%. 2.3% to be precise. But the retirement plan market is booming, with assets expected to double by 2033, and 2.5 million new plans starting soon. This translates to 51 million new retirement savers and huge potential for advisors who ca…

No one can know the future with any certainty.But that doesn’t stop us from trying.By Matt Halloran, CRO at ProudMouth

Lights, camera, action! Don’t let that phrase send a chill down your spine. Video is having a moment, and you can’t afford to ignore it.By Matt Halloran, CRO at ProudMouth

It's time to celebrate the greatest hits of 2023 on the Top Advisor Marketing Podcast.By Matt Halloran, CRO at ProudMouth

Is it time to break up? As an advisor, it can be hard to know when – and especially how – to break up with your broker-dealer.By Matt Halloran, CRO at ProudMouth

Imagine having a content creation superpower that lets you share your financial expertise with the world without being chained to your desk all day. This is exactly where the "five-step Atomic Content method" comes in. With the Atomic Content method, you're not just creating content, you're building scaled credibility. Your audience gets to consume…

You can’t take care of someone else until you start taking care of yourself. And that’s equally true for both personal and professional relationships.By Matt Halloran, CRO at ProudMouth

Start-and-stop is no way to accomplish anything.It takes much longer than it has to, you’re constantly starting from zero again, and most importantly, you lose any and all momentum you’ve created.So why would anyone do that with their marketing?By Matt Halloran, CRO at ProudMouth

It’s lonely at the top. But it doesn’t have to be. If you spend less time on the day-to-day transactional elements of business and more time talking with those in the trenches, you’ll find yourselves with happier, more engaged employees and a thriving organization.By Matt Halloran, CRO at ProudMouth

ProudMouth’s PodRocket Influence Academy is a phenomenal resource.It’s one thing to hear us say that, but something entirely different to learn how an advisor made it work for them out in the real world.By Matt Halloran, CRO at ProudMouth

What’s your strong suit? As a financial advisor, you're juggling more hats than a circus performer – marketing, client relationships, and, of course, your core expertise. But here's the catch: if you're trying to handle branding all by yourself, you might be missing out on a difference-maker. Why blend in when you could stand out?…

You know that you need to create valuable and compelling content. You know that you need to share it and get it out there. You know you need to speak directly to your ideal client, and solve their problems.But knowing and doing are two completely separate things. We hear this from advisors all the time: I don’t get how someone can create that much …

If you’re like most financial advisors, you may be hesitant to launch your podcast and engage in influence-building activities because you’re afraid of compliance issues. But here’s the thing: not only is it entirely possible to remain fully compliant, but it's also relatively easy to establish a stronger rapport with your compliance department. Mo…

The only constant is change. And that change is happening these days at an unprecedented pace. Wealth transfer, the rise of the younger generations, the arrival of artificial intelligence, and the maturing landscape of financial planning.By Matt Halloran, CRO at ProudMouth

An advisor's first task is to listen and communicate effectively. But do you really know how to do that?You’ve probably heard the expression “you have two ears, but only one mouth, so you should be listening twice as much.” But that’s out-of-date thinking that leads to waiting to speak rather than active listening.…

More time for doing what you do best. How’s that sound? Pretty darn good. But how do you do it, and what do you need to make it happen?By Matt Halloran, CRO at ProudMouth

Artificial intelligence is not some future concept. It’s here. Are you eagerly playing around with it and exploring its potential, or are you hanging back and waiting for the AI apocalypse that many believe will happen?By Matt Halloran, CRO at ProudMouth

So, what’s your brand? Answer that question, and you’ll likely mention your color palette, tagline, logo, and perhaps a descriptor or two (We’re playful! But also very professional!). Done and done, right? Not so fast. Your brand can and should be so much more than that.By Matt Halloran, CRO at ProudMouth

File it under “Too much of a good thing”. Referrals? Good. Fantastic, in fact. In theory. Organic growth by word-of-mouth is the goal. It’s virtually hands-free, affordable, and works for businesses small, medium, and large. It’s the great equalizer. But before you get to the point of having a nearly self-perpetuating system, you need to lay the fo…

Referrals are the lifeblood of new business and organic growth. But can it ever be too much of a good thing? Absolutely. In fact, referrals can quickly become a curse if you’re not careful. You can drown in a sea of less-than-ideal referees while believing that you’re building your business. Too many people are unaware of that disconnect. It’s trul…

Are you asking for feedback from your clients? Probably. But are you asking for input? One helps you improve, while the other allows you to better understand not just their financial goals, but also their feelings about their future, their plans, and yes, even you.By Matt Halloran, CRO at ProudMouth

Are you still doing the same thing with your clients that you’ve been doing for the past decade? Have you noticed an uptick in client churn?That’s not a coincidence.By Matt Halloran, CRO at ProudMouth

Lead gen companies offer a quick and easy product, but are you really getting what you think you’re buying? Does it check all the boxes if you look a little closer? Their easy-button solution is tempting, but you’re paying for their system and their audience, when you should be building your own.By Matt Halloran, CRO at ProudMouth

Do you ever catch yourself playing the role of marriage counselor with your clients? Or how about the role of mental health practitioner?Consider this. When your clients’ needs go beyond your scope of practice, referring them out is one of the most caring things you can do.By Matt Halloran, CRO at ProudMouth

Are you still waiting to get your voice out there? Maybe you’re stuck because you believe your content will “never be good enough.” How do you push past perfectionism and publish anyway?By Matt Halloran, CRO at ProudMouth

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.By Matt Halloran, CRO at ProudMouth

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.By Matt Halloran, CRO at ProudMouth

When you dare to show who you are and operate from an abundance mindset, new opportunities have a way of showing up.By Matt Halloran, CRO at ProudMouth

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.By Matt Halloran, CRO at ProudMouth