ProudMouth
ProudMouth
Previous
Next

Move Over, Bucket Lists: Live It Lists Are Life-Changing For Clients With Nicole Middendorf (Ep. 391)

December 13, 2022
Back to Blog
A red and navy graphic that reads: Move over bucket lists, live-it lists are life changing for clients. On the left, there is a headshot of Nicole. She has long wavy blond hair. She is smiling with her teeth showing.

Do your clients believe they’ll be happy once they acquire that one new thing — a new car, another house, or more money in their bank account?

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 your clients believe they’ll be happy once they acquire that one new thing — a new car, another house, or more money in their bank account?

In this episode, Matt Halloran talks to Nicole Middendorf,  CEO of Prosperwell, about how you can help your clients improve the quality of their lives right now by spending money on experiences instead of things. Get ready to deepen your relationship with clients by encouraging them to transform their relationships with money. 

Nicole discusses:

Resources: 

Connect With Nicole Middendorf:

Connect With ProudMouth:

About Our Guest:

Nicole is a money maven, a knowledge junkie, and a born coach. She is an entrepreneur who has run her own wealth management firm since 2003. Nicole is the author of five books, and the mother of two phenomenal children. She is also a world traveler, a philanthropist, and an accomplished public speaker.

As a Wealth Advisor and Certified Divorce Financial Analyst with Prosperwell Financial, her main focus is to help people create wealth from the inside out. She is able to accomplish this through one-on-one client meetings, writing books, presenting at conferences, and appearing on TV, radio, and other media. 



How to Attract and Hold Attention With Engaging Social Media Content With Zoë Meggert (Ep. 390)

December 6, 2022
Back to Blog

Do you want to create long-form content that catches and holds your niche’s attention? How about getting your expertise in front of as many ideal prospects as possible?

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 create long-form content that catches and holds your niche’s attention? How about getting your expertise in front of as many ideal prospects as possible?

In this episode, Matt Halloran talks to Zoë Meggert, CEO of Perfectly Planned Content. Zoë tells you how to transform your webinars, podcasts, and blogs in a hundred different ways for social media, making them consumable for every person you want to reach. Zoë and Matt also dig into how modern technology has changed the way advisors connect and build relationships with prospects.

Zoë discusses:

Resources: 

Connect With Zoë Meggert:

Connect With ProudMouth:

About Our Guest:

Zoë Meggert founded Perfectly Planned Content because she loves helping financial advisors communicate their value through content marketing. Throughout her career, she has focused on helping businesses communicate their story in a productive way – one that would draw an audience and help them grow their bottom line. Through Perfectly Planned Content, Zoë works to capture her clients’ “why” and tell authentic stories in a voice that’s true to them. 



For Captive Advisors: The Ultimate Encouragement to Go Independent With Charlie Van Derven (Ep. 389)

November 29, 2022
Back to Blog

Are you a wirehouse advisor who dreams of going independent…except the amount of freedom actually sounds a little scary?

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:

Are you a wirehouse advisor who dreams of going independent…except the amount of freedom actually sounds a little scary?

In this episode, Matt Halloran is joined by Charlie Van Derven, President of Social Advisors and host of RIA Collective, to give you the ultimate encouragement to become independent, even if the freedom you desire also sparks anxiety. Charlie also reveals why he started The RIA Collective Podcast, which features leadership at independent firms, offering their guidance to captive advisors who are considering a move to independence.

Charlie discusses:

Resources: 

Connect With Charlie Van Derven:

Connect With ProudMouth:

About Our Guest:

Charlie has worked with recognizable names such as Morgan Stanley, LPL Financial, UBS Wealth Management, and others to assist in developing digital strategies since 1998. 

His experience in corporations and sales channels, resulting in successful marketing and business development campaigns, created his vision for Social Advisors.

As a father and husband, much of Charlie’s time outside the office is dedicated to family. In his spare time, you’ll find him paddle boarding, golfing, RVing across the country, or rehabbing his home in Florida.



Are You Being Authentic? Marketing That Turns Prospects Into Raving Fans With Larry Sprung (Ep. 388)

November 22, 2022
Back to Blog

How do top advisors shorten their sales cycles? They build relationships with prospects before they’ve even met them. 

How do top advisors shorten their sales cycles? They build relationships with prospects before they’ve even met them. 

In this episode, Matt Halloran talks to Larry Sprung, founder of Mitlin Financial, about the importance of being vulnerable and showing your authentic self to connect with prospects. Plus, Larry shares his top marketing activities for creating raving fans.

Larry discusses:

Resources: 

Connect With Larry Sprung

Connect With ProudMouth:

About Our Guest:

Larry Sprung, CFP®, is the founder and wealth advisor at Mitlin Financial, Inc.

As a fiduciary advisor, he and his team are dedicated to facilitating the customization of clients’ portfolios as they work toward reaching their financial objectives. 

Larry is also the host of the Mitlin Money Mindset™ a podcast that’s all about getting your mind right when it comes to all things money.

Outside the office, one of Larry’s greatest passions is raising awareness for mental health. He spent over 12 years serving on the National Board of the American Foundation for Suicide Prevention (AFSP) and sits on its financial and investment committees. 

With his wife, Denise, he has raised more than $1.7 million for the organization through the Keith Milano Memorial Fund. The fund was created at AFSP in memory of his brother-in-law.



How To Build Your Own Brand To Have a Successful Advisory Business With Matt Reiner (Ep. 387)

November 15, 2022
Back to Blog

In business, people don’t buy brands. They buy the person and the expertise behind a brand. The question is, how do you start building relationships with your audience?

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.

In business, people don’t buy brands. They buy the person and the expertise behind a brand. The question is, how do you start building relationships with your audience?

In this episode, Matt Halloran talks to Matt Reiner, partner of Capital Investment Advisors. They discuss which marketing activities Matt Reiner is using to attract the right clients for the right reasons. He also shares his journey to building relationships, accelerating his influence, and growing his business.

Matt Halloran and Matt Reiner discuss:

Resources: 

Connect With Matt Reiner

Connect With ProudMouth:

About Our Guest:

Matt Reiner is both a CFA and CFP and a partner of Capital Investment Advisors, a $2.8 billion RIA in Atlanta, Georgia. Additionally, Matt is the managing partner of Wela Strategies, an RIA that deals with the investment needs of the mass affluent. After spending years as both a financial manager for individuals and helping to lead these two RIAs, Matt founded Benjamin, an AI fintech company that serves the financial advisor industry. 

Matt is dedicated to helping the industry grow and evolve. He has a very simple goal in mind. He wants the wealth management industry – specifically the RIA vertical – to become one of the most innovative, forward-thinking industries on earth. Matt believes that with true innovation, RIAs will attract top-tier talent, create practices that are efficient and scalable, and offer higher-quality personal service to clients at all levels of wealth. Matt Reiner wants to help you become THE advisor of the future

The Future Evolution Of Financial Services With Dana Wilson and Zach Conway (Ep. 386)

November 8, 2022
Back to Blog

As the world’s perspective changes, so do the way businesses are run. Adapting to those changes allows companies to push forward and rise above within the industry.

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:

As the world’s perspective changes, so do the needs of your clients. Are you adapting to push forward and rise above within the industry?

In this episode, Matt Halloran talks to Dana Wilson, Founder and CEO of CHIP, and Zach Conway, Founder and CEO of Seeds. They discuss the evolution of financial services through a human perspective, focusing on how a change in clients’ needs and expectations requires companies to adapt their services and create flexible technology.

Dana and Zach discuss:

Resources: 

Connect With Dana Disrupts:

Connect With Zach Conway:

Connect With ProudMouth:

About Our Guest:

Dana Wilson

Dana L. Wilson is an experienced financial professional with over fifteen years in the financial services industry. She graduated from North Carolina Central University, where she received her Bachelor of Business Administration (BBA) with a marketing concentration. 

Dana is the Founder & CEO of CHIP (Changing How Individuals Prosper), a B2B & B2C financial services marketplace platform that makes it easy to find Black and Latinx financial professionals. 

Before starting CHIP, Dana has had experience at firms, such as Merrill Lynch, State Farm, SunTrust Bank, SunTrust Investment Services, a boutique firm on Wall St, and most recently ran her independent advisory practice, Active Financial Planning, before joining Manhattan Wealth as an Independent Financial Advisor.

Dana is also a Startup Coach for Apps Without Code, where she teaches entrepreneurs the fundamentals of business planning and sales and marketing strategies to grow their business.

Zach Conway

Zachary Conway is managing director of Conway Wealth Group. With more than nine years of experience in the financial industry, Zachary oversees business operations and strategy for the practice. In addition, Zachary works directly with clients to provide ongoing advice and financial planning guidance.  Zachary also writes on important industry topics with various media outlets and as a contributor for Forbes.



Upscale Your Business by Building Deep Relationships With Robert Sandrew [Ep. 385]

November 1, 2022
Back to Blog

Do you want to build deeper relationship with CPAs in your area so you can upscale your business?

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 build deeper relationships with CPAs in your area so you can upscale your business?

In this episode, Matt Halloran talks to Robert Sandrew, the Chief Growth Officer at Integrated Partners, about how to build beneficial relationships with CPAs that are grounded in trust.

Robert discusses:

Resources: 

Connect With Robert Sandrew:

Connect With ProudMouth:

About Our Guest:

Robert Sandrew supports the growth of Integrated Partners by overseeing recruiting initiatives and assisting advisors in assessing their business model options. His professional background includes over 20 years of experience in the financial services industry building relationships with financial advisors, RIAs and broker/dealers. Rounding out his life involves spending time with his family and taking advantage of the San Diego weather as an avid runner both on the trails and the roads.



Dying Kindness: Help Clients Be Kinder to Those They’ll Leave Behind With Cianna Stewart (Ep. 384)

October 25, 2022
Back to Blog

“I’m going to die someday, and spoiler alert: so are you.” After someone dies, your ideal situation is to be allowed to just simply grieve. But instead? Most of us are left with grief that’s affected by feeling frustrated, confused, or financially freaked out by legalities. 

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:

“I’m going to die someday, and spoiler alert: so are you.”

After someone dies, your ideal situation is to be allowed to just simply grieve. 

But instead? Most of us are left with grief that’s affected by feeling frustrated, confused, or financially freaked out by legalities. 

In this episode, Matt Halloran talks to Cianna Stewart. She’s the producer and host of Dying Kindness, a podcast for people who are going to die someday. Looking beyond the will, Cianna shares ways to help your clients answer, “How can I be kinder to the people I’ll leave behind?” She cracks open the Death Binder, giving you tips to start resolving that question by the end of this episode. 

Cianna discusses:

Resources: 

Connect With Cianna Stewart:

Connect With ProudMouth:

About Our Guest:

Cianna P. Stewart produces and hosts Dying Kindness, a podcast for people who are going to die someday. The goal is to help people make key decisions now in order to be kinder to those they’ll leave behind. 

Cianna’s varied resume includes community organizing, HIV prevention, nonprofit management, startups, theater, documentaries, and event production. Cianna’s tagline: Super curious about nearly everything. Tweet @cianna and visit Dying Kindness to learn more.



Access everything you need to establish yourself as a respected authority in your field. From creating effective content and building a podcast to crafting engaging social media, our resources and expert support will equip you to grow your influence and drive real business growth.

Learn More Now
Learn More About
3 Myths That Stop Professionals From Podcasting
Why Podcasting is a Game-changer for Experts
Good VS. Bad Expertise Marketing
How to Compete and Win in the Expertise Economy
Main Menu
Engage With Us
Be Your Own Loud Podcast
Top Advisor Marketing Podcast
Join the PodRocket Academy
Register for Events
Read Our Blog
Contact Us
Back to Top

ProudMouth exists to liberate the world’s experts from the torment of sales, allowing them to get back to their passion and profitability.

©2024 ProudMouth. All rights reserved.

Terms of Service
Privacy Policy