Big companies spend thousands on marketing and PR strategies. How can smaller companies leverage effective PR strategies without the big price tag?
Summary:
Big companies spend thousands on marketing and PR strategies. How can smaller companies leverage effective PR strategies without the big price tag?
In this episode, Matt Halloran talks to Megan Carpenter, CEO and co-founder of FiComm, about the role of public relations in advisor marketing. Megan reveals the differences between PR on social media and in the news. Plus, some of the best PR strategies to promote your practice on a realistic budget.
Megan discusses:
- How to increase your visibility across different platforms through a human connection
- Why local news isn’t the best option for financial advisors to advertise to prospects
- 3 easy tips to start generating a media presence without spending thousands of dollars on a PR team
- And more
Resources:
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About Our Guest:
For 20 years Megan Carpenter has worked alongside advisory firms and wealth management businesses, helping their leadership teams identify meaningful growth opportunities through the lens of marketing, PR, and advisor marketing. On her professional journey from marketing intern to influential entrepreneur, she has loved being a part of the industry’s remarkable evolution while leveraging her futuristic strength to imagine what could be.
If there’s one thing we could get advisors to stop doing in 2023? Sending clients market commentaries!
Your clients already expect you to be the expert in that area. So, what’s actually important to them?
If there’s one thing we could get advisors to stop doing in 2023? Sending clients market commentaries!
Your clients already expect you to be the expert in that area. So, what’s actually important to them?
In this episode, Matt Halloran talks to Colleen Bowler, a coach with Strategic Coach and Partner at C&J Innovations. Colleen shares the eight mindsets that go beyond finances and encompass all areas of your clients’ lives. Once you know exactly what matters to your clients, you can serve them better — and create content that attracts more people like them.
Colleen discusses:
- What happens when advisors move away from conversations about “how great our firm is” and start asking, “what does my client really want?
- Eight mindsets that’ll help you choose the right clients and build lasting relationships
- How understanding these mindsets helps you create unbelievably engaging content
- And more
Resources:
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About Our Guest:
A Certified Financial Planner, Colleen Bowler spent over 25 years building her financial planning firm, Strategic Wealth Partners (SWP), and growing it into a top Texas firm. Along the way, she received numerous industry awards and was featured in the book Women at the Top by Arthea Reed and Diane Dixon. In 2020, she sold SWP and began a new venture, C&J Innovations, with Strategic Coach client Jeanne Hurlbert, PhD.
With many advisors advertising the same services, businesses struggle to stand out.
How can they rise above the noise to prove they have what their ideal prospects need?
Summary:
With many advisors advertising the same services, businesses struggle to stand out.
How can they rise above the noise to prove they have what their ideal prospects need?
In this episode, Matt Halloran talks to Andrea Lopez-Schlapia, founder and CEO of Ironstone Business Coaching, about the Entrepreneurial Operating System (EOS). Andrea shares how she uses EOS to create opportunities for business owners to increase their client base and promote growth.
Andrea discusses:
- How EOS works to turn business owners’ visions into a reality
- What questions business owners need to ask themselves to clarify their vision
- Why businesses should build from the ground up, instead of building around employees
- How to turn personal values and goals into content that attracts your ideal clients
- And more
Resources:
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About Our Guest:
Andrea Lopez-Schlapia is the Founder/CEO of Ironstone, a coaching business helping entrepreneurs and independent financial advisors get what they want from their firms by giving a complete system with practical tools proven to help reach their full potential.
Andrea offers her clients a high-energy blend of professional expertise, personal warmth, and a passion for making a difference. As an external change agent, she’s got a critical eye toward measurement, analysis, improvement, and best-practice solutions.
Do you want to start sparking relationship-building conversations on LinkedIn –– and stop hearing crickets?
Heads up: This page includes affiliate links. If you make a purchase using the links below, we may receive a small commission at zero cost to you. We only recommend tools that we’ve personally vetted and love.
Summary:
Do you want to start sparking relationship-building conversations on LinkedIn –– and stop hearing crickets?
In this episode, Matt Halloran talks to Niki Clark, the Product Marketing Manager at FMG Suite. Niki shares examples of how to approach your LinkedIn strategy with generosity, humility, and intimacy to not only capture your audience’s attention, but to also get them involved in the conversation. And she gives you ridiculously easy tips to take your posts from “a blur in the newsfeed” to irresistibly scroll-stopping.
Niki discusses:
- The benefits of sharing everything you know (for free!), even if that goes against everything you’ve been taught
- Secrets to creating posts that keep your audience coming back for more
- Tough but necessary questions to ask yourself before hitting publish (answer them honestly, and you’ll end up with attention-catching content!)
- Ways to use white space and pops of color to make your posts impossible to ignore
- Reasons to stop avoiding other advisors on LinkedIn — because they’re your “competition” — and start interacting with them as much as you can
- And more
Resources:
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About Our Guest:
Niki Clark’s experience in marketing ranges from the early days in college, where she helped create a rebranding campaign for a major company that was used by their executive team. From there, Niki worked with fashion designers, small business owners, and entrepreneurs, all of which taught her a lot. She now gets to work with financial advisors and wealth management firms and loves every minute of it.
Is it really possible for advisors to easily record, edit, and share videos?
The answer is yes!
Heads up: This page includes affiliate links. If you make a purchase using the links below, we may receive a small commission at zero cost to you. We only recommend tools that we’ve personally vetted and love.
Summary:
Is it really possible for advisors to easily record, edit, and share videos?
The answer is yes!
In this episode, Matt Halloran talks to Katie Braden about easy ways to create high-quality videos that attract ideal clients and deepen existing relationships – even if you’re a total beginner. You will get Katie’s pro tips, including how to frame yourself correctly (goodbye, ceiling shots!), how to emulate an in-person conversation, and how to use what you already have to shoot memorable, trust-building videos.
Katie discusses:
- Why your audience is psychologically drawn to this medium
- The biggest, most distracting mistakes advisors make on video and in virtual meetings — and what to do instead
- Ways for advisors to easily get started (plus, a step-by-step guide to shooting your first video)
- Why you don’t need to spend thousands on equipment to create high-quality content
- What’s included in her PodRocket Academy course, “Easily and authentically grow with video”
- And more
Resources:
- Katie’s new course, “Easily and authentically grow with video” – For instant access, become an Intermediate or Advanced member of PodRocket Academy
- Visit Restream to claim your exclusive offer!
- Loom
Connect With Katie Braden:
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About Our Guest:
Katie is bullish on the power of authentic video to change the public perception of financial advice and financial planning. A former practitioner herself, she loves working with financial advisors to help them improve their virtual meeting setup, build confidence on camera and use video to grow their brand, attract more of their ideal clients and better communicate with their existing clients.
Wealthy or not, every client has the same question: “Am I going to be okay?”
Monte Carlo simulations and flow charts don’t reassure clients. They don’t connect the dots. That’s because these tools were built for advisors – they were never meant for clients.
Heads up: This page includes affiliate links. If you make a purchase using the links below, we may receive a small commission at zero cost to you. We only recommend tools that we’ve personally vetted and love.
Summary:
Wealthy or not, every client has the same question: “Am I going to be okay?”
Monte Carlo simulations and flow charts don’t reassure clients. They don’t connect the dots. That’s because these tools were built for advisors – they were never meant for clients.
In this episode, Matt Halloran talks to Reese Harper, CEO of Elements. Reese discusses his client-centric mobile app that makes financial planning an easy and –– dare we say –– a fun experience for your clients. You will find out how this app helps clients answer their ultimate question while positioning you as their go-to expert.
Reese discusses:
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- What it will take for the financial industry to earn more trust from prospects and clients
- The psychological technique Elements uses to motivate clients to update their financial data and ask important questions
- How to make it ridiculously easy to onboard new clients –– without giving them boring, time-consuming homework ever again
- Overlooked benefits of expanding your target market beyond the top 1%
- And more
Resources:
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About Our Guest:
In 2007, Reese Harper founded Dentist Advisors to help dentists make smart decisions with their money and achieve financial independence. Since then he has consulted with dentists across the country to help them reach their personal and business financial goals using a scientific, data-driven decision-making methodology and technology he developed called Elements®.
More and more “finfluencers” are popping up on social media, giving free financial advice that’s unregulated –– and sometimes terrible.
How can financial advisors cut through the noise?
Heads up: This page includes affiliate links. If you make a purchase using the links below, we may receive a small commission at zero cost to you. We only recommend tools that we’ve personally vetted and love.
Summary:
More and more “finfluencers” are popping up on social media, giving free financial advice that’s unregulated –– and sometimes terrible.
How can financial advisors cut through the noise?
In this episode, Matt Halloran talks to David Mehlhorn, Vice President of Business Development at Redtail Technology, about the current role of technology within financial services and marketing. David reveals a key struggle for advisors and how Redtail and Snappy Kraken are creating tools to help advisors connect with the current generation of clients.
David discusses:
- Why Redtail chose to partner with Snappy Kraken
- How Orion and Redtail are working toward the future of prospecting and financial advisor marketing
- How social media has changed how prospects interact with advisors
- Where Redtail is looking to evolve next
- And more
Resources:
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About Our Guest:
David began working with Redtail Technology in 2009 as part of the Redtail Concierge Consulting service, and currently holds the position of Director of Sales for Redtail Technology. David is a graduate of Arizona State University, where he received his Bachelor of Science degree in Accountancy. David’s experience has made him a unique and invaluable asset to the Redtail Team.
Technology has been around for decades and has become an essential part of all businesses. Yet some advisors still aren’t using it to its full potential.
Where do advisors use technology in their daily lives that could be applied to businesses…and how can other businesses benefit from that connection?
Heads up: This page includes affiliate links. If you make a purchase using the links below, we may receive a small commission at zero cost to you. We only recommend tools that we’ve personally vetted and love.
Summary:
Technology has been around for decades and has become an essential part of all businesses. Yet some advisors still aren’t using it to its full potential.
Where do advisors use technology in their daily lives that could be applied to businesses…and how can other businesses benefit from that connection?
In this episode, Matt Halloran talks to Brian McLaughlin, President of Orian Advisor Tech and CEO of Redtail Technology, on maximizing the use of technology between businesses and creating a network of shared data for others to benefit from.
Brian discusses:
- How companies combine different work cultures after a merger
- Why companies should share data collected and why businesses are hesitant to share information
- Redtail’s philosophical shift from not sharing data to providing open-source API
- How businesses can use technology to better connect with clients and other businesses and why they aren’t already
- And more
Resources:
Connect With Brian McLaughlin:
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About Our Guest:
Redtail’s co-founder and CEO Brian McLaughlin became President, Orion Advisor Technology. McLaughlin joined both Orion’s executive team and its Board of Directors. In addition to McLaughlin, Redtail’s executive leadership team and employees continue to work out of their existing locations as part of Redtail, which became a brand entity of Orion.
