When you dare to show who you are and operate from an abundance mindset, new opportunities have a way of showing up.
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:
Connect with Kim Skermer:
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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.
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.
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:
Connect with Kalli Fedusenko:
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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 & 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’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?
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:
Connect with Natalie Hales:
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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.
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.
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:
Connect with Carl Richards:
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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.
Are your marketing strategies failing to produce the results you want to see? Are you worried you are wasting time and money on things that aren’t bringing your 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:
- 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:
Connect with Mary Kate Gulick:
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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.
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. 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?
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:
Connect with John Waldron:
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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 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.
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:
Connect with Shannon Spotswood:
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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.
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.
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 & experienced candidate is the right call for your business
- And more
Resources:
Connect with Andrew McIntosh:
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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 & guidance you need to grow your business successfully.
