Episode 37 – Death By Referrals (Part 3/3)

In this episode Kirk and Matt dive into the final component of Death By Referrals – How to inspire referrals. In order to get referrals two things need to happen – you need to build trust and you need to be online. Whether it’s a blog, podcast, social or a standby white paper, get yourself accredited on the internet. This will give you the momentum to start Intriguing, Engaging, Influencing and Attracting your ideal clients. DOWNLOAD PAPER, “DEATH BY REFERRALS” HERE

Episode 36 – Warrior Advisors Have Laser-Like Focus w Olympian, Paul Kingsman

Kirk and Matt are joined by Paul Kingsman. Paul wrote the book, “The Distraction Proof Advisors”. He speaks to, writes and coaches top advisors on how to pursue and achieve a laser-like focus. Paul shares four common ways advisors get distracted and how that distracts them from generating more revenue, more profit, more client time, more personal time and more fun in their practices. Paul also shares his experience competing in the 1988 Olympics and how it shaped his coaching business.
PAUL KINGSMAN ON LINKEDIN | BOOK, THE DISTRACTION-PROOF ADVISOR” | WEBSITE

Episode 35 – A Letter from an Advisor to a Wholesaler with Frank Maselli

Frank Maselli joins Kirk and Matt to review commentary Frank shared on LinkedIn a few years ago that went viral in the finserv industry. They discuss why it went viral, how it changed Frank’s career and how Frank’s view of the  Advisor-Wholesaler relationship defines what financial services should be about – helping one another succeed. There are some great lessons for advisors and how you communicate/work with your clients.
FRANK ON LINKEDIN | FRANK’S WEBSITE | FRANK’S LETTER | KIRK’S LETTER

Episode 34 – Death By Referrals (Part 2/3)

Kirk and Matt discuss five ways Advisors may be killing their practice with referrals. They aslo get into the key reasons clients refer and how this impacts an advisor’s referral-mindset, and how they attract more referrals, especially ideal ones. This is Part 2 of a series of 3 podcasts.
DOWNLOAD PAPER, “DEATH BY REFERRALS” HERE

Episode 21 – Kirk Lowe’s 10 Favorite Marketing Tools

Episode 21 will knock your socks off. Kirk shares the marketing productivity tools he’s researched and tested that make his days go smoother and advisor marketing more productive. Good tools allow you to pursue marketing you either can’t afford, or don’t have the expertise or time to create and implement. Listen to the whole podcast for clear insights on how to leverage each of the these tools and possibly change your practice forever. Or…you can just hire Kirk’s marketing team at TactiBrand.

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