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The Most Important Page You’re Ignoring on Your Website With Manda Szewczyk (Ep. 454)

February 13, 2024
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The Most Important Page You’re Ignoring on Your Website

Pop quiz: what’s the most visited page on your website? 
It probably won’t surprise you to know it’s the homepage. But what about the second most visited? Any guesses?
It’s your About Page. 

Pop quiz: what’s the most visited page on your website? 

It probably won’t surprise you to know it’s the homepage. But what about the second most visited? Any guesses?

It’s your About Page. 

In this episode, host Matt Halloran welcomes Manda Szewczyk — web designer and founder of Hyper Pony Studio — to explore the crucial role your About Page plays in generating new business for you. Visitors want to get to know the person behind the business, especially when it comes to finding a financial advisor. 

Learn how to present an authentic and relatable image on your About Page, while making it super easy (and compelling) for prospects to get in touch. 

Matt and Manda discuss:

Resources: 

Connect with Manda Szewczyk:

Connect with ProudMouth:

About Manda Szewczyk:

Manda Szewczyk is an award-winning web designer who has spent the last 15 years as a web, design, and digital marketing consultant for the financial services industry. In early 2023, she decided to follow her passion for helping people who help people, focusing her expertise on financial advisors.

Why this shift? Manda recognized a gap in support. While large investment firms have the resources to enlist the aid of big agencies, independent advisors are often left to wrestle with DIY web builders or settle for cookie-cutter templates, likely at the expense of valuable clients. So, Manda has set out to help advisors of all levels grow their businesses with their websites. For RIA firms and established advisors, Manda offers ongoing marketing and fractional CMO services – as well as custom websites that go far beyond aesthetics – to help you achieve your marketing goals. For individual advisors, Manda offers 1-on-1 website coaching and group workshops – to take your existing website from DIY to PRO –  without breaking the bank. And for advisors transitioning to independent and launching new businesses, Manda offers comprehensive packages that include a new visual brand, a website that can expand with your business, and branded templates to jumpstart your marketing journey.

Manda also shares a steady stream of tips on LinkedIn to help financial advisors improve their marketing efforts, and she just launched a newsletter where she gives deep-dive advice for driving more prospects to your website – and turning those visitors into clients.

When she’s not focused on work, Manda enjoys spending time with her family, her dogs, and her horse – and enjoys drawing, running, reading, making music, and just chilling outdoors.



How to Earn the Right Podcast Appearances — and Truly Deliver! With Chloé Moore (Ep. 453)

February 6, 2024
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Anyone can be a guest on other people’s podcasts. But not everyone is a great guest or appears on the right podcasts. 
But that’s a skill set that can be learned. 

Anyone can be a guest on other people’s podcasts. But not everyone is a great guest or appears on the right podcasts. 

But that’s a skill set that can be learned. 

In this episode, Matt Halloran talks to Chloé Moore — financial advisor and co-founder of Financial Staples.  With a track record of hosting and being a guest on loads of podcasts — in addition to being named one of Investopedia’s 100 Top Financial Advisors in each of the last four years — Chloé’s got the lowdown on not just earning podcast spots, but also making sure she’s delivering a worthwhile experience for listeners. Now, you’re about to discover how she naturally attracts podcast invites that build credibility, audience, and community. 

Matt and Chloé discuss:

“But as far as getting on a podcast…you really need to think about ‘What’s the purpose?’” ~Chloé Moore

Resources: 

Connect with Chloé Moore:

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About Chloé Moore:

Chloé Moore is the Founder of Financial Staples, a virtual, fee-only financial planning firm based in Atlanta, GA and serving clients nationwide. Her firm is dedicated to serving tech employees who are entrepreneurial-minded, philanthropic, and purpose-driven. Chloe believes that money is an emotional topic and it impacts many aspects of our lives. She enjoys helping clients unpack their money history and discover how they can use money to support a life that is most meaningful to them.

Prior to launching Financial Staples, Chloe advised high net worth individuals and families at a southeastern-based independent trust company. She is a regular contributor to Business Insider and has been featured in Financial Advisor, Wealth Management, NerdWallet, US News & World Report, and many more.

In addition to promoting financial literacy through speaking, writing, and volunteering, Chloe also focuses on the cultivation of female and minority financial planners. She launched the BLatinX Internship Program (BLX) in 2020 with three colleagues. The program provides paid internship opportunities to aspiring Black and Latinx financial planners. Through her leadership, contribution, and volunteerism within the financial services industry, Chloe has been recognized as one of Investment News Magazine’s Top 40 Under 40 in 2017, Financial Advisor Magazine’s 10 Young Advisors to Watch in 2021, and Investopedia’s 100 Most Influential Financial Advisors in 2020, 2021, 2022, and 2023.



Navigating the Advisor’s Journey to Independence With Chuck Failla (Ep. 452)

January 30, 2024
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If you’re considering breaking free and going the independent route, this episode is a can’t-miss. 

If you’re considering breaking free and going the independent route, this episode is a can’t-miss. 

Matt Halloran talks to Chuck Failla, the Founder and CEO of Sovereign Financial Group, about the world of independent financial advising. Discover the power of independence in serving clients without constraints, explore his unique cooperative-like structure supporting advisors, and learn how good old-fashioned mailers are driving growth.  

Matt and Chuck discuss:

Resources: 

Connect with Chuck Failla:

Connect with ProudMouth:

About Chuck Failla:

Chuck has been a financial advisor for more than 25 years. He started in the early 90s as a “cold calling cowboy” in NYC selling individual stocks. As he built his book, he always planned to go independent and did so in 1999 by opening an independent branch of Raymond James Financial. At that time, Chuck earned his CFP® designation and transitioned from individual stock picking to financial planning and asset allocation using mutual funds and SMAs. Chuck’s practice evolved into what is today Sovereign Financial Group, Inc., an SEC registered RIA. With offices and advisors in the Northeast, Florida, and Colorado, Sovereign is one of the fastest growing RIAs in the country. Chuck is also the Director of Sovereign Advisor Solutions (SAS)– a division of Sovereign Financial Group, Inc. SAS helps advisors transition to RIA by offering a comprehensive plug and play solution for going independent. Chuck’s ties to the financial planning community run deep. He currently serves on the Board of Directors for the FPA of Connecticut and Chairs their Pro Bono / Public Outreach Committee. 

 

Chuck received his degree in Finance from The University of Connecticut and completed his coursework for the CFP® certification with The American College. He resides in Connecticut with his wife, two children, black lab and cats. In his spare time, he enjoys all things travel & outdoors — on the weekends you will find him with his family hiking, camping, skiing, boating or just enjoying some grilling in the backyard.



Proven Marketing Strategies for Today’s Growth-Minded Advisors With Diana Cabrices (Ep. 451)

January 23, 2024
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Feeling frustrated that your marketing isn’t working?
Just 30 minutes of listening to this episode can change your business! 

Feeling frustrated that your marketing isn’t working?

Matt Halloran is joined by Diana Cabrices — marketing expert, brand evangelist, and founder of Diana Cabrices Consulting — to share insights on effective marketing strategies for today’s financial advisors. She encourages advisors to stop wasting time with outdated tactics that don’t attract the right audience. Instead, learn the active and passive strategies that build trust, boost your brand, and fill your calendar with qualified leads. 

Just 30 minutes of listening to this episode can change your business! 

Diana and Matt discuss:

Resources: 

Connect with Diana Cabrices:

Connect with ProudMouth:

About Diana Cabrices:

Diana Cabrices is the founder of Diana Cabrices Consulting, a brand evangelism firm dedicated to energizing demand channels for B2B wealthtech brands. Prior to introducing the industry’s first-ever outsourced Chief Evangelist offering, where she currently works alongside select wealthtech companies including Wealthbox, Wealthtender, and White Glove, Diana spent 3.5 years at Snappy Kraken, a popular growth marketing program for advisors. Over the years, Diana has supported thousands of financial advisors in implementing growth strategies using technology, leveraging tools across CRM, marketing, branding, succession planning, M&A, and more. When she’s not evangelizing advisor tech, she’s usually planning her next trip (18+ countries and counting), elevating women as a birth doula, and spending time in the beautiful mountains of Colorado, where she currently lives. 



How To Seize the Unbelievable 401(k) Opportunity for Advisors With Rebecca Hourihan (Ep. 450)

January 16, 2024
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Quick question for you: what percentage of advisors are retirement plan advisors in the United States?

Less than 3%. 2.3% to be precise. But the retirement plan market is booming, with assets expected to double by 2033, and 2.5 million new plans starting soon. This translates to 51 million new retirement savers and huge potential for advisors who can capture a piece of the pie.

Quick question for you: what percentage of advisors are retirement plan advisors in the United States?

Less than 3%. 2.3% to be precise. But the retirement plan market is booming, with assets expected to double by 2033, and 2.5 million new plans starting soon. This translates to 51 million new retirement savers and huge potential for advisors who can capture a piece of the pie.

In this episode, influence expert Matt Halloran welcomes Rebecca Hourihan — Founder and CMO of 401(k) Marketing — to explore the opportunities for advisors within the 401(k) market, and the strategies to enhance market share. Rebecca talks about how advisors benefit from content marketing and reveals specific themes throughout the year that align with the trends and needs of the retirement planning industry. Rebecca also shares why she encourages advisors to “really stop and think about” creating “like, know, and trust” with potential clients through consistent, valuable content.

Matt and Rebecca discuss:

“How can regular advisors who are not 401(k) specialists gain access to the 401(k) world? Oh my goodness. Talk about an opportunity set of a lifetime.” ~Rebecca Hourihan

Resources: 

Connect with Rebecca Hourihan:

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About Rebecca Hourihan:

Rebecca is the founder and CMO of 401(k) Marketing, LLC in San Diego, CA. The firm specializes in empowering retirement plan advisors to showcase their expertise and establish a strong brand presence. The company was founded on the idea that retirement plan advisors are specialists and should promote their unique skill set. 

With nearly 20 years of retirement plan experience and an addiction to marketing, Rebecca is skilled at developing clear paths that are simple for plan sponsors, advisors and participants to understand. She is committed to company growth, advisor development and collaborative improvement. Her personality is naturally enthusiastic and she attracts fun, hard-working and ethical professionals.  

Rebecca is a keynote speaker and author. She has spoken at Fi360, Advisor2X, NAPA Summit, ASPPA, PANC, TRAU Master Class, Retirement Symposiums and many additional retirement plan conferences.  She is a guest columnist for 401(k) Specialist, NAPA.net and PLANADVISER. She has been featured on Retireholics, 401(k) Specialist, InvestmentNews, NIPA, Employee Benefit News, PLANADVISER, Plan Consultant Magazine, The Advisor’s Newsletter and the Journal of Financial Planning.  

She lives in San Diego with her family and corgi, Lola.  Her hobbies include cooking, eating, drinking wine, traveling, and yoga.

Our Top 5 Marketing Predictions for 2024 With Kirk Lowe (Ep. 449)

January 9, 2024
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No one can know the future with any certainty.
But that doesn’t stop us from trying. 

No one can know the future with any certainty.

But that doesn’t stop us from trying. 

In this episode, host Matt Halloran is joined by ProudMouth’s CEO, Kirk Lowe, to gaze into their crystal ball and predict – i.e. make an educated guess – the biggest marketing trends for 2024.  

Ready to get and stay ahead of the game this year? 

Matt and Kirk predict:

“Use AI to be efficient, but don’t use it to replace you.” ~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.



Why Video is the New Non-Negotiable Tool for Financial Advisors With Akeiva Ellis (Ep. 448)

January 2, 2024
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Why Video is the New Non-Negotiable Tool for Financial Advisors with guest Akeiva Ellis

Lights, camera, action! 
Don’t let that phrase send a chill down your spine. Video is having a moment, and you can’t afford to ignore it.   

Lights, camera, action! 

Don’t let that phrase send a chill down your spine. Video is having a moment, and you can’t afford to ignore it.   

In this episode, Matt Halloran is joined by Akeiva Ellis — financial educator, money coach, and co-founder of The Bemused, which has helped tens of thousands of young adults improve their finances through YouTube video content, online education, and coaching programs. Drawing from her own experience, she shares how you can start creating video content now to build trust with clients and prospects, even if you don’t feel camera-ready. 

Matt and Akeiva discuss:

“I think every advisor should really be getting comfortable with video, because it really allows for people to see you and your personality and what makes you unique.” ~Akeiva Ellis

Resources: 

Connect with Akeiva Ellis:

Connect with ProudMouth:

About Akeiva Ellis:

Akeiva M. Ellis, MSFP, CPA/PFS, CFP®, ChSNC® is a financial coach and educator for Millennials & Gen Z. Akeiva is a CFP Board Ambassador whose financial expertise has appeared quoted in numerous media outlets, including Refinery 29, NPR, Financial Planning, Business Insider, RIA Intel, the New York Times, and CNBC. She is a former financial planner serving the nation’s wealthiest clients and has been a featured guest on a nationally-syndicated television show and numerous podcasts. In 2023, Akeiva was honored by the American College of Financial Services with a Next Gen Award. In 2022, she received a Standing Ovation Award in Personal Financial Planning from the AICPA. In 2021, she was also recognized by Financial Planning magazine as an industry Rising Star, a Luminary in Diversity & Inclusion by ThinkAdvisor, and she was named to Investment News’ class of 40 under 40 – the youngest person to grace thislist in its 8-year history.

As the co-founder of The Bemused (with her husband), she has helped tens of thousands of young adults improve their finances through YouTube video content and online education and coaching programs. A proud daughter of Caribbean immigrants, Akeiva was born and raised in NYC and currently lives in New England with her husband.



Our Top 10 Episodes of 2023 With Kirk Lowe (Ep. 447)

December 26, 2023
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It’s time to celebrate the greatest hits of 2023 on the Top Advisor Marketing Podcast. 

It’s time to celebrate the greatest hits of 2023 on the Top Advisor Marketing Podcast. 

In this episode, Matt Halloran and Kirk Lowe unveil their top ten favorite episodes, handpicked for their difference-making insights that’ll leave you saying, “Aha! That’s marketing gold!” This isn’t just a top-ten list. It’s a masterclass in accelerating your influence. 

Matt and Kirk discuss:

Resources: 

The Top 10 Episodes:

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.



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