Do you have lots of great content ideas rattling around in your brain – but are’t sure what the best direction is for publication? Kirk and Matt dive into this question in Episode 45 as they discuss the advantages and disadvantages of white papers vs books. Matt has published 2 books, and Kirk has authored over 20 white papers, and both can highlight that each option is circumstance dependent. If this is your first foray into publication, Kirk and Matt discuss that a white paper is an ideal starting point… and just may get you that book deal you’re looking for!
LINKS: Anatomy of a White Paper

Kirk and Matt are joined by Twenty Over Ten’s Director of Sales & Marketing Samantha Russell. As one of Top Advisor’s strategic partners, Kirk and Matt have worked closed with Twenty Over Ten developing efficient and effective websites for top advisors, including our exclusive Brand Mastered website. Samantha breaks down the 7 important factors to consider when developing a website that’s going to do the work for you. Covering everything from the consumer portal to how to effectively use video on your site to generate faster leads. This episode will give you top insight into what your website needs in order to drive leads and find those ideal prospects.
LINKS: SAMANTHA RUSSELL | TWENTY OVER TEN | LINKEDIN

Kirk and Matt bring in their third partner/professor of Brand Mastery Course, Ray Gauthier, to explain the 10 Steps to Immaculate Marketing. The 10 step marketing plan discusses the importance of everything from defining and understanding your ideal client to creating a great web page full of authentic and useful content. The marketing ideas and strategies Ray touches on is the basis of Top Advisor Marketing’s latest offering – Brand Mastery Course. A 20-week program designed and executed by Ray and Matt, gives advisors the opportunity to fill their marketing tool box will what they need to tell their story.
LINKS: BRAND MASTERY COURSE

Kirk and Matt are joined by best selling author Dave Crenshaw to discuss his latest book “The Power of Having Fun”. Dave explains to us that studies show – having more fun gets more done. Financial Advisors are notorious for relentlessly pushing themselves without consideration for fun. Dave walks Kirk Matt through the sections of his book and the tools he offers his clients to balance their lives, and create more space for fun.
LINKS: DAVE CRENSHAW | The Power of Having Fun |

Kirk and Matt are joing by Jennifer Goldman, CFP, and founder of My Virtual COO. As a business operations expert, Jennifer understands the importance of improving independent professional services businesses. Client experience is pinnacle to creating a lasting business. Jennifer discusses the problems many advisors face in developing CE protocal, and how to rectify these issues. She shares her simple solutions to creating the right client experience to ensure your business is attracting ideal propects.
LINKS: JENNIFER GOLDMAN | MY VIRTUAL COO

Kirk and Matt speak to 3 time Olympic Medal winner Lauryn Williams on her financial planning business “Worth Winning”. Lauryn’s focus with her business if financial planning recreated where she services millienials and professional athletes. She’s taken her work out of brick and motar and gone completely virtual, and has redesigned her marketing presence using social.
LINKS: LAURYN WILLIAMS | WORTH WINNING | TWITTER

Matt and Kirk sit down with Joe Lukacs in this episode of Top Advisor Marketing. Drawing on 25 years of experience in coaching and consulting financial advisors, Joe discusses how mastering your own personal operating system requires examining what keeps your running. Join us as Joe walks Kirk and Matt through one of his coaching excerises to help you nail down your best version of you.
Joe Lukacs has specialized in coaching and consulting financial advisors for nearly 25 years. In that time he has personally conducted over 45,000 individual coaching sessions with financial advisors. He is the author of “Practice Power, 12 Steps to Take Your Business to the Next Level.” He frequently contributes to industry websites such as Horsesmouth, Producers Web, and much more.
LINKS: JOE LUKACS

Kirk and Matt know the importance of a good story in branding. Together they’ll walk you through the 4 main questions to create your own branding story – building your credibility and trust.
WANT A BETTER ADVISOR BRAND? DON’T DELAY. GET IT RIGHT…NOW.
BRAND MASTERY COURSE  | ADVISORU