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How to Confidently and Compliantly Leverage Client Testimonials With Whit Lanier (Ep. 478)

July 30, 2024
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Pop quiz: Can advisors use client testimonials and online reviews as marketing tools while remaining compliant with SEC regulations?

Pop quiz: Can advisors use client testimonials and online reviews as marketing tools while remaining compliant with SEC regulations?

In this episode, Matt Halloran is joined by Whit Lanier — co-founder of Amplify Reviews — to talk about the regulations surrounding testimonials and how advisors can leverage them compliantly. Discover why client testimonials are no longer a “nice-to-have,” but a “must-have” to stay competitive in the digital age.

Whit and Matt discuss:

“The best way to deal with either bad reviews or not having as many as you want is to try and drown them in good reviews.” ~Whit Lanier

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About Our Guest:

Whit Lanier is the CEO and co-founder of Amplify Reviews, helping financial advisors manage online reviews. A serial entrepreneur, his previous startup became a leading healthcare technology vendor, processing over 60 million patient reviews for major health systems. 

Whit’s career includes roles in management consulting, marketing, and executive management. He holds degrees from Vanderbilt University and Kellogg School of Management. Outside work, Whit plays bass in a local band, holds a black belt in Brazilian Jiu Jitsu, and enjoys family life with his wife, three daughters, and a mini-goldendoodle.

How One Advisor Turned His Travel Into a Business Asset With DeAndre Coke (Ep. 477)

July 23, 2024
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Quick question: Can having a seemingly unrelated “hobby” podcast actually benefit your financial services practice?
Quick answer: You bet it can!

Quick question: Can having a seemingly unrelated “hobby” podcast actually benefit your financial services practice?

Quick answer: You bet it can!

In this episode, Matt Halloran talks to DeAndre Coke, a financial advisor who shares how his travel podcast, Revolutionizing Your Journey — though not directly related to finance — attracts clients who resonate with his lifestyle and want his guidance in both travel and financial planning. Hear DeAndre’s experiences and get inspired to turn your passions — and unapologetic self — into your biggest differentiator. 

DeAndre and Matt discuss:

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About Our Guest:

DeAndre Coke is the Founder and CEO of Truicity Wealth Management, overseeing a nationwide planning practice that spans over 45 states. His team specializes in serving established families, our military, corporate executives, and individuals approaching retirement. Recognized for his achievements early on, DeAndre was named one of the Top Forty Under 40 by Inside Business at age 25 in 2015. In 2016, Coastal Virginia Magazine honored him as a “Millennial on the Move,” and in 2017, at just 27, he became one of the youngest advisors in his region to qualify for the Million Dollar Round Table, an elite association of the top 1% of financial professionals worldwide. In 2023, Forbes ranked him as one of Virginia’s “Best-In-State Financial Security Professionals.” 

Born and raised in Chesapeake, DeAndre now resides by the beach in Norfolk, Virginia. Committed to making a positive impact in his community, he serves on several boards, including as Chairman of the Board of Directors for the Boys & Girls Club of Southeast Virginia and as a board member for St. Mary’s Home, Guys Doing Good, and GenZoo, the young professionals’ group at the Virginia Zoo. In his free time, DeAndre enjoys snowboarding, CrossFit, and traveling the world with his fiancée, Taryn, aiming to embark on a new adventure each month.



Time is Money: Should You Outsource Your Podcast? (Ep. 476)

July 16, 2024
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Podcasting: to outsource, or not to outsource. That is the question.

Podcasting: to outsource, or not to outsource. That is the question.

And Matt Halloran and Kirk Lowe have the answer! From content creation and editing to marketing strategies and a complete cost-benefit analysis, they uncover every aspect you need to consider. Whether you’re debating between creating your own content or using ready-made solutions, or trying to navigate the costs and benefits of outsourcing, our dynamic duo leaves no mic unturned to help you decide which way to go.

Matt and Kirk discuss:

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About Our Guest:

After decades spent helping build and market successful financial services brands, Kirk Lowe 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.

Attract Ideal Clients by Being Your Non-Negotiable You With Angie Wisdom (Ep. 475)

July 9, 2024
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Be your own loud. The non-negotiable you.

Be your own loud. The non-negotiable you.

In this episode of the Top Advisor Marketing Podcast, Matt Halloran talks with Angie Wisdom — Master Certified Coach, People Developer & Business Builder — about how advisors can embrace their authentic selves to achieve greater business success. From rewiring negative thought patterns to pinpointing your values, she shares practical steps to help you become your “non-negotiable you.”

Matt and Angie  discuss:

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About Our Guest:

Angie Wisdom is an acclaimed thought leader, coach, and author dedicated to empowering individuals on their journey of personal growth. As an ICF Master Certified Coach and co-owner of a Global Alternative Investment Firm, Angie brings a unique perspective to her transformative teachings. Drawing upon her expertise and client experiences, she offers profound insights and actionable strategies to help people unlock their true potential.

Throughout her successful career in coaching and consulting, Angie has guided countless individuals and businesses toward financial empowerment and professional success. Her extensive experience in the corporate world has equipped her with a deep understanding of the challenges business owners and executives face in their pursuit of fulfillment and financial well-being.

Angie is a member of The Female Founder Collective, Executive Coaches of Orange County, International Coaching Federation, and a contributor to The Forbes Coaching Council. 



Scale Your Practice and Reclaim Your Life With Stephanie Bogan (Ep. 474)

July 2, 2024
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Is it possible to experience exponential growth and still prioritize joy, freedom, and impact? 

Is it possible to experience exponential growth and still prioritize joy, freedom, and impact? 

In this episode, Matt Halloran welcomes Stephanie Bogan – founder of one of the top coaching programs for financial services professionals in North America – to uncover strategies for achieving significant growth in your practice. Stephanie shares her expertise on “scaling growth,” a concept that extends beyond mere revenue generation to encompass enhanced income, profits, and value delivered to clients, while simultaneously prioritizing personal fulfillment for the advisor. 

Matt and Stephanie discuss:

🎉 Our ProudMouth PodBlast Collection is here! Visit our store today! 

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About Our Guest:

In her 25-year career, Stephanie Bogan has consulted and coached top firms, thought leaders, and C-suite leaders to greater success. A regular speaker and writer, Stephanie authored The Power of Practice Management (Bloomberg Press), has written for every major publication, including a past column for Financial Planning magazine, and continues to write the Limitless Adviser column for Investment News. 

She is also a regular contributor to Financial Advisor, Kitces.com, and Advisor Perspectives. Stephanie works 25 hours a week from the beaches of Costa Rica and slopes of Park City. 



Stop Guessing: Craft a Winning Content Strategy By Surveying Your Clients With Hillary Gale Meehan(Ep. 473)

June 25, 2024
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You know you need a content strategy. But where do you begin? 

You know you need a content strategy. But where do you begin? 

In this episode of the Top Advisor Marketing Podcast, host Matt Halloran talks with marketing expert Hillary Gale Meehan about her distinctive approach to content marketing for financial advisors. Hillary’s strategy centers on understanding the needs and preferences of your ideal clients. In this conversation, discover why she advocates for beginning with a client survey to gather valuable data on content consumption habits, financial concerns, and what they value in a financial advisor.

Matt and Hillary discuss:

🎉 Our ProudMouth PodBlast Collection is here! Visit our store today! 

Resources: 

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About Our Guest:

Hillary Gale Meehan, founder and CEO of Moneta Copy, is a content strategist and copywriter for financial services professionals. She has been featured in MarketWatch, Wealthtender, and Clever Girl Finance, and is the host of The Finance Marketing Podcast, a show that spotlights in-depth conversations on marketing with financial professionals and finance marketing experts. 

You can catch her on LinkedIn most weekdays sharing marketing insights and ideas specifically for financial services pros.

How to Deepen Client Relationships and Help Families Thrive with Tim Volk (Ep 472)

June 18, 2024
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Are the ultra-wealthy just like the rest of us? Depends on whom you ask. 
How can financial advisors better serve their clients by addressing the human element of wealth, particularly within ultra-high-net-worth families? They listen to Tim Volk. 

Are the ultra-wealthy just like the rest of us? Depends on whom you ask. 

How can financial advisors better serve their clients by addressing the human element of wealth, particularly within ultra-high-net-worth families? They listen to Tim Volk. 

In this special Pride Month episode, Matt Halloran is joined by Tim Volk – host of The Rainbow Bull podcast, and a financial consultant with experience working with ultra-high-net-worth families – to discuss helping them navigate the human side of wealth, including intergenerational wealth transfer and family dynamics. 

While affluent families often encounter similar problems to other families, the stakes are typically higher, and the dynamics more complex. This is where Tim’s expertise lies — he facilitates crucial conversations within families, addressing sensitive topics that many shy away from, including inheritance concerns stemming from differing lifestyles, religious beliefs, addiction, and mental health challenges.

Tim discusses:

🎉 Our ProudMouth PodBlast Collection is here! Visit our store today! 

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About Our Guest:

Tim Volk – an entrepreneurial professional with a robust network and exceptional interpersonal skills – excels in wealth management, real estate, mortgage banking, and insurance. As the Founder and Principal of T.Volk & Company, he specializes in advising families and their consultants on wealth-related human issues.

Tim also founded Teton Tack & Feed, an award-winning real estate development firm, and led Axiom Insurance Solutions, enhancing client services and establishing a new RIA practice. His strategic expansions at BMO Harris myCFO and PNC Bank earned him top accolades.

Tim’s community involvement spans over 25 years with numerous non-profit boards. He holds a CFP designation, an MBA from Lesley University, and a Bachelor’s in Finance from Oregon State University. Tim and his husband reside in Chicago.

How To Find and Maintain Strong Business Partnerships With Dana L. Wilson (Ep. 471)

June 11, 2024
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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 reading! 

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 reading! 

In this episode of the Top Advisor Marketing Podcast, Matt Halloran talks partnerships with Dana L. Wilson, Founder and CEO of CHIP — an organization leading the way in cross-industry networking and collaboration among finserv professionals. Dana unpacks the power of strategic partnerships and ways to maintain a positive and productive relationship with your partners. If you’ve ever considered partnering, this episode is your blueprint for success.   

Matt and Dana discuss:

“Every person you meet can be someone that you learn from. They don’t always have to be competition.” – Dana L. Wilson

 

🎉 Our ProudMouth PodBlast Collection is here! Visit our store today! 

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Connect With Dana Disrupts:

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About Our Guest:

Dana L. Wilson has over fifteen years of experience in the financial services industry and is the Founder and CEO of CHIP (Changing How Individuals Prosper). CHIP is a financial services marketplace that makes finding financial professionals of color easy.

In 2021, Investment News recognized her as a “See It Be It Role Model” for her diversity, equity, and inclusion work. She also received two company awards in 2021 from Think Advisor for her work in diversity and inclusion and thought leadership. She was named “One To Watch” in Fintech from Money 20/20 and was awarded as a 2021 Trailblazer from Black Women In Media. Dana graduated from North Carolina Central University and received her Bachelor of Business Administration (BBA) with a concentration in Marketing and a 2023 Investment News Women To Watch Finalist.

Dana also holds an MBA from Penn State University’s Smeal School of Business, where she focused on strategic leadership and corporate innovation. She has worked at large, mid-sized, and independent financial firms. These firms include SunTrust Bank, SunTrust Investment Services, State Farm, Merrill Lynch, and Cabot Lodge Securities. Dana then started an independent financial advisory practice before joining Manhattan Wealth Management in New York City. She was a previous Start-Up Coach teaching Business Planning, Sales, and Marketing for Apps Without Code (AWC), a no-code boot camp program for entrepreneurs to build and scale their apps.

Dana provides access to historically excluded and underrepresented financial and legal professionals. She hosts “The Included Series Podcast,” where she works to normalize the conversation around money as her guests share their financial journey. She has participated in numerous panels, symposiums, and events for community organizations and HBCUs.

Dana is providing more than education; she’s giving access, visibility, and resources to underserved individuals and families. She mentors other women and start-ups and is always willing and able to collaborate with other professionals to achieve a common goal. In addition, she’s currently training for the 2024 NYC marathon and is an avid reader, proud pet parent, and member of Delta Sigma Theta Sorority Inc.

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.

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