We often talk about wealth and wellbeing interchangeably, as though they’re the same thing. They’re not.
We often talk about wealth and wellbeing interchangeably, as though they’re the same thing. They’re not.
In this episode of the Top Advisor Marketing Podcast, Dr. Preston Cherry, Founder of Concurrent Financial Planning and a leading voice in the industry, shares insights on behavioral finance, his philosophy of aligning life and money, and how his book, Wealth in the Key of Life, offers both advisors and clients a fresh approach to financial wellness.
Through personal stories and professional wisdom, he encourages listeners to reflect on their financial lives with empathy and intention, rather than falling into rigid or outdated norms.
Matt and Dr. Cherry discuss:
- The significance of behavioral finance in understanding clients’ financial decisions
- How advisors can serve clients more effectively by understanding the psychology of money
- Insights from his book, which offers a fresh perspective on financial planning
- How to bridge the gap between financial goals and personal values
- Practical strategies for advisors to foster deeper client relationships and enhance financial well-being
- And more
“Advance the human condition through financial advice and education.”
~Dr. Preston Cherry
Resources:
Connect With Dr. Preston Cherry:
Connect With ProudMouth:
About Our Guest:
Dr. Cherry, Founder & President of Concurrent Financial Planning, leads the Financial Planning Program and directs the Charles Schwab Center for Personal Financial Planning at UW–Green Bay. With over 15 years of experience, he empowers people to shape their financial stories for wellness and freedom. His research focuses on personality traits and financial risks. Cited by top publications, he’s an Investopedia Top 100 Advisor and Financial Therapy Association President. Preston is also a poetry-writing, vinyl-loving uncle.
Green light, red light, green light, red light.
Green light, red light, green light, red light.
In this special replay episode of the Top Advisor Marketing Podcast, Matt Halloran and Kirk Lowe unwrap one of the biggest challenges financial advisors face: the dreaded cycle of start-and-stop marketing. This unproductive pattern keeps too many advisors from building the momentum they need to maintain consistent visibility and credibility with clients.
Drawing inspiration from Atomic Habits by James Clear, they reveal practical tips on how to create effective, sustainable habits to ensure marketing efforts don’t fizzle out, even when business demands are high.
Matt & Kirk discuss:
- The importance of forming simple, repeatable habits for consistent content creation
- How reaching a tipping point in marketing can make efforts feel natural and self-sustaining
- The value of outsourcing certain tasks to reduce friction and free up time
- Three consequences of start-and-stop marketing
- And more!
“And as you all know, creating better habits is the most important thing to moving forward and achieving success.” ~Kirk Lowe
Resources:
Connect with Kirk Lowe:
Connect with 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.
What if there was a way to make every client meeting feel more personal, engaging, and trust-building?
What if there was a way to make every client meeting feel more personal, engaging, and trust-building?
In this episode of the Top Advisor Marketing Podcast, Matt Halloran welcomes Brian Portnoy — an expert in behavioral finance and founder of Shaping Wealth — to explore how financial advisors can make their practices more impactful by focusing on human-centered financial guidance. It’s all about bringing some human into your work.
They cover everything from setting realistic client expectations (say goodbye to surprise phone calls!) to building a workplace culture that treats people as, well, people.
Matt and Brian discuss:
- Why empathy starts with self-awareness (and how it makes you a better advisor)
- The happiness formula that advisors can use to keep clients satisfied
- Actionable tools to transform those routine meetings into meaningful conversations
- Creating a “human-first” culture within your team and client base
Resources:
Connect With Brian Portnoy:
Connect With ProudMouth:
About Our Guest:
Brian Portnoy, Ph.D., CFA, is an expert in the psychology of money. He is the founder and CEO of Shaping Wealth, the global wealth industry’s premier learning & training platform for human-first financial guidance. Brian’s three behavioral finance books have been published in 15 languages and one of them, The Geometry of Wealth, inspired his current venture. Shaping Wealth was recently awarded a prestigious “Wealthie” as the wealth industry’s Top Disruptor. He previously worked for nearly 20 years in the hedge fund and mutual fund industries as investor, researcher, and educator. He serves on the ambassador’s council of the Alliance for Decision Education, is a CFA Charterholder, and is a member of the Economic Club of Chicago.
Brian earned his doctorate at the University of Chicago and undergrad degree at the University of Michigan.
In our society, where financial comfort doesn’t always translate to true well-being, your clients need more than just a numbers person.
In our society, where financial comfort doesn’t always translate to true well-being, your clients need more than just a numbers person.
In this episode of the Top Advisor Marketing Podcast, Matt Halloran talks to Dr. Daniel Crosby about his latest book, The Soul of Wealth, which is packed with 50 punchy essays that make complex ideas about wealth and happiness easy to digest. Inspired by Rick Rubin’s The Creative Act, Dr. Crosby digs into how advisors can play a role in helping their clients achieve not just financial goals, but life satisfaction.
Matt and Dr. Crosby discuss:
- The concept of true wealth beyond finances
- Behavioral finance in client relationships
- The role of advisors in addressing loneliness and life satisfaction
- Practical steps for advisors to incorporate behavioral finance
- And more
Resources:
Connect With Dr. Daniel Crosby:
Connect With ProudMouth:
About Our Guest:
Dr. Daniel Crosby, a psychologist and behavioral finance expert, earned degrees from Brigham Young and Emory Universities. He co-authored Personal Benchmark: Integrating Behavioral Finance and Investment Management, a New York Times Bestseller, and developed the “Irrationality Index” to track market sentiment.
Named one of Monster.com’s “12 Thinkers to Watch,” his insights have appeared in publications like Huffington Post and Risk Management Magazine. Outside work, Daniel enjoys indie films, St. Louis Cardinals baseball, and family time.
Anyone can talk. But how good of a communicator are you?
Anyone can talk. But how good of a communicator are you?
In this episode of the Top Advisor Marketing Podcast, Matt Halloran talks to Joe Steuter — Chief of Communications at Intention.ly — about the critical role that intentional communication plays in the success of financial advisors. Joe shares his extensive experience in helping advisors develop messaging that resonates, focusing on the importance of connecting emotionally with clients rather than relying only on technical expertise.
Matt and Joe discuss:
- Why soft skills like listening and empathy are more valuable than graphs and charts
- How to tap into a client’s feelings, such as fear, confusion, or excitement about their financial future (and why this is important)
- Why you need to be clear on your core values
- The importance of creating intentional messaging that connects with your core values and resonates with your ideal clients
- The power and role of advisory councils
- And more
Resources:
Connect With Joe Steuter:
Connect With ProudMouth:
About Our Guest:
As Chief of Communications at Intention.ly, Joe leverages his 20-year career in brand consulting to craft powerful messages that resonate. His experience spans from helping independent financial advisors find their voice to building brands for industry giants.
With a passion for the written word, Joe believes that a clear and compelling message is a business’s most valuable asset. His work has led to significant growth for numerous firms and has solidified his reputation as a master of communication strategy.
Oh, those messy middles!
In this episode of the Top Advisor Marketing Podcast, host Matt Halloran chats with Kristin Harad — founder of Full Advisor Coaching — about how to build a thriving advisory business while maintaining personal fulfillment. Kristin talks about navigating the “messy middle” of financial firms — businesses that have scaled but need to elevate their CEO mindset and team structure. This conversation gives a fresh take on managing organic growth, transitioning to a CEO role, and keeping the client experience consistent from start to finish.
It’s simply a must-listen for advisors wanting to grow their business without losing sight of work-life balance.
Kristin and Matt discuss:
- Why you need to prioritize aligning marketing, sales, and client services
- The value of empowering every team member to contribute to business development
- How to create a culture of growth
- Why building a holistic ecosystem that nurtures client relationships leads to increased referrals and business growth
- Her most often-overlooked opportunity for growth
- And more
Resources:
Connect With Kristin Harad:
Connect With ProudMouth:
About Our Guest:
Kristin Harad is a Certified Financial Planner™ and seasoned consultant with decades of experience in financial services, including roles at Visa, Charles Schwab, and JPMorgan Chase.
In 2006, she founded VitaVie Financial Planning, successfully growing it into a six-figure business. Since 2014, she has focused on coaching and mentoring independent financial advisors, helping them achieve both business growth and personal fulfillment. Kristin holds a BS in Economics from The Wharton School and a certificate in Personal Financial Planning from UC Berkeley.
LinkedIn is the social media platform for professionals. And as someone offering professional services, you have a presence there. But leveraging its potential takes more than just being present.
LinkedIn is the social media platform for professionals. And as someone offering professional services, you have a presence there. But leveraging its potential takes more than just being present.
In this episode, Matt Halloran welcomes ProudMouth’s own Marketing Editor, Jessica Brown, to share data-backed strategies to increase meaningful engagement without constantly chasing likes and comments. Drawing on insights from the Socialinsider 2024 LinkedIn Benchmark Report, they uncover surprising findings about the effectiveness of multi-image posts, videos, and polls in driving impressions and shares.
Want more actionable strategies to increase engagement, enhance your visibility, and foster a thriving community on LinkedIn?
Matt and Jessica discuss:
- Why any question you ask your followers needs to be EASY
- Why sprinkling in pop culture and personal experiences is your secret sauce for better relatability and likability
- The importance of vulnerability and authenticity in connecting with your audience on a human level
- The “invisible force” and how to use it
- And more
Resources:
Connect With Jessica Brown:
Connect With ProudMouth:
About Our Guest:
Jessica Brown, our Marketing Editor at ProudMouth, plays a key role in creating content for our community. You can catch her co-hosting webinars with co-founder Matt Halloran and occasionally joining him on Top Advisor Marketing Podcast episodes — like this one!
A recovering perfectionist, Jessica encourages financial services professionals to share their life-changing advice and shed the burden of trying to be flawless. #BeYourOwnLoud.
And outside of work? She’s a thrifting enthusiast with a heart for toys and outfits from the ‘90s.
In this special replay episode of the Top Advisor Marketing Podcast, Matt Halloran and Kirk Lowe share how financial advisors can accelerate their influence – which they define as the ability to get people to like, know, and trust you – in order to grow your business and spend less time chasing prospects and more time doing what you do best: advising.
Are you ready to stop being the best-kept secret?
In this special replay episode of the Top Advisor Marketing Podcast, Matt Halloran and Kirk Lowe share how financial advisors can accelerate their influence – which they define as the ability to get people to like, know, and trust you – in order to grow your business and spend less time chasing prospects and more time doing what you do best: advising.
They discuss the four stages of influence — Apprentice, Expert, Authority, and Celebrity — and the importance of moving beyond ‘expert’ status to achieve authority or even celebrity levels of influence.
Whether you’re aiming for authority or celebrity status in your niche, this episode will give you actionable insights on how to build a marketing system that drives real growth over time.
Matt and Kirk discuss:
- Why your ultimate goal is to build an audience that knows, likes, trusts, and even promotes your advisor services
- How influence is a system, not a secret
- Why you need to be actively involved in their marketing
- The importance of investing in consistent content creation – like podcasts – to build credibility and refine your communication skills
- The minimum you should be investing in your marketing efforts
- And more
Resources:
Connect With Kirk Lowe:
Connect With ProudMouth:
About Our Guest:
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.
