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The Expert Guide to Breaking Up with Your Broker-Dealer with Alanah Phillips (Ep. 446)

December 19, 2023
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Is it time to break up? 
As an advisor, it can be hard to know when – and especially how – to break up with your broker-dealer. 

Is it time to break up? 

As an advisor, it can be hard to know when – and especially how – to break up with your broker-dealer. 

In this episode, influence expert Matt Halloran is joined by Alanah Phillips – a recruiter, trainer, speaker, podcast host, self-professed industry troublemaker, and a passionate advocate for the next generation of financial advisors – to explore the reasons, proper steps, and common pitfalls of moving on. They discuss the challenges advisors face, the psychology behind their decisions, and the significance of planning and due diligence in the process. 

This episode is a can’t-miss for anyone ready to break up, or anyone with that niggling voice in their head suggesting it might be time. 

Alanah and Matt discuss:

“Sometimes they’re big bad signs. Sometimes they’re really subtle little signs, right? But noticing those signs and acknowledging that there might be a problem is important.” ~Alanah Phillips

Resources: 

Connect with Alanah Phillips:

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About Alanah Phillips:

Alanah Phillips is a seasoned advocate for the next generation of financial advisors, having spent seven years as a national Director of Recruiting. In 2023, she launched Advisor Launch Lab, providing outsourced training and development for growing advisory teams. Actively involved in shaping the industry’s future, she co-chairs The American College of Financial Services’ Next-Gen Advisory Taskforce and hosts the podcast “Nextgen in 10” for emerging financial professionals. Alanah also initiated Project Inspire in 2017 to inspire and educate young women about financial services careers, mentoring over 200 college-aged women. She’s known for pushing boundaries and experimenting with new media to enhance transitioning advisors’ skills. On LinkedIn, she discusses topics like why advisors should consider parting ways with their broker-dealer. Additionally, she assists experienced advisors in identifying reasons to move on and connects them with resources for building successful, independent practices. Beyond her professional life, Alanah enjoys San Diego’s outdoors with her husband and three dogs, and she’s an avid reader, gym-goer, and baseball fan.

Scale Credibility and Save Time With the Atomic Content Method With Kirk Lowe (Ep. 445)

December 12, 2023
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Imagine having a content creation superpower that lets you share your financial expertise with the world without being chained to your desk all day. 
This is exactly where the “five-step Atomic Content method” comes in. With the Atomic Content method, you’re not just creating content, you’re building scaled credibility. Your audience gets to consume your insights on their terms, whether they prefer in-depth articles or quick social media clips. And you get to make the most of your hard work, repurposing existing content to save time and effort.

Imagine having a content creation superpower that lets you share your financial expertise with the world without being chained to your desk all day. 

This is exactly where the “five-step Atomic Content method” comes in. With the Atomic Content method, you’re not just creating content, you’re building scaled credibility. Your audience gets to consume your insights on their terms, whether they prefer in-depth articles or quick social media clips. And you get to make the most of your hard work, repurposing existing content to save time and effort.

In this episode, Matt Halloran is joined by ProudMouth CEO Kirk Lowe to explore this time-saving strategy that helps advisors like you consistently produce high-quality content — and stay top of mind — without the overwhelm. 

Matt & Kirk discuss:

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.

Practicing Mindfulness for More Authentic Client Connections With Saundra Davis (Ep. 444)

December 5, 2023
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You can’t take care of someone else until you start taking care of yourself. And that’s equally true for both personal and professional relationships. 

You can’t take care of someone else until you start taking care of yourself. And that’s equally true for both personal and professional relationships. 

In this episode of the Top Advisor Marketing Podcast, Saundra Davis – a certified mindfulness teacher, master certified coach, financial behavior specialist, and Executive Director of Sage Financial Solutions – joins host Matt Halloran to discuss the importance of mindfulness and self-awareness for financial advisors. They discuss how these practices not only enhance overall service delivery but also directly contribute to substantial growth, client retention, and increased referrals in the advisory realm.

Matt & Saundra discuss:

“The first thing is we cannot truly and authentically do something with our clients that we have not done for ourselves. We do not have to be therapists – nor do we have to play one on TV – to use therapeutic approaches with our clients.” ~ Saundra Davis 

Resources: 

Connect with Saundra Davis:

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About Saundra Davis:

Saundra Davis is a highly respected financial planner, educator, and coach who has dedicated her career to helping people achieve financial stability and prosperity for more than 20 years. Saundra is the founder and Executive Director of Sage Financial Solutions, a nonprofit organization that provides financial education and coaching training for government, corporations and community based organizations. Her framework The Continuum of Financial Wellbeing is a model to ensure that all people, regardless of their income or wealth, have access to competent and ethical personal finance support. Through her training programs and Financial Fitness Coach certification, Saundra has trained more than 2,500 professionals and has helped countless people develop healthy financial habits, navigate complex financial decisions, and achieve their financial goals.

She is a regular contributor to various media outlets, including CNBC, The Wall Street Journal, and NPR. She has also served as a featured speaker at conferences and events across the country. Saundra holds a Bachelor of Science degree in Management and a Master of Science degree in Financial Planning from Golden Gate University where is the Director of Financial Planning programs. She is a certified mindfulness teacher and an ICF Certified Master Coach (MCC) and holds the Financial Behavior Specialist (FBS®) certification. She is a founding member and past president of the Financial Therapy Association.

How To Break Free From the Start-and-Stop Marketing Cycle With Kirk Lowe (Ep. 443)

November 28, 2023
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Start-and-stop is no way to accomplish anything.
It takes much longer than it has to, you’re constantly starting from zero again, and most importantly, you lose any and all momentum you’ve created.
So why would anyone do that with their marketing? 

Start-and-stop is no way to accomplish anything.

It takes much longer than it has to, you’re constantly starting from zero again, and most importantly, you lose any and all momentum you’ve created.

So why would anyone do that with their marketing? 

In this episode, Matt Halloran is joined by business partner and ProudMouth CEO, Kirk Lowe, to help advisors overcome the business growth “killer”: start-and-stop marketing. They share three major consequences of inconsistency and how to create marketing habits you can actually stick with. Get ready to discover the four laws of behavior change — created by “Atomic Habits” author James Clear and tested by ProudMouth — to help you maintain momentum for long-term success.

Matt & Kirk discuss:

“And as you all know, creating better habits is the most important thing to moving forward and achieving success.” ~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.



How To Think Like a Fish & Other Musings for Business Leaders With Jim Cascino (Ep. 442)

November 21, 2023
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It’s lonely at the top. But it doesn’t have to be. 
If you spend less time on the day-to-day transactional elements of business and more time talking with those in the trenches, you’ll find yourselves with happier, more engaged employees and a thriving organization. 

It’s lonely at the top. But it doesn’t have to be. 

“CEOs that spend all of their energy or the bulk of their energy focusing on the transactional side of the business, they are missing the strategic and the higher level parts of the business that really are the pieces that engage people.” ~Jim Cascino

If you spend less time on the day-to-day transactional elements of business and more time talking with those in the trenches, you’ll find yourselves with happier, more engaged employees and a thriving organization. 

In this episode, ProudMouth co-founder Kirk Lowe steps in as guest host and welcomes Jim Cascino – Founder, Chairman, and CEO of C-Suite Advisors – to share a few lessons and analogies they’ve learned over the years, and how they apply to business leaders and CEOs.

Kirk and Jim discuss:

Resources: 

Connect with Jim Cascino:

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About Jim Cascino:

John Cascino is a seasoned executive dedicated to helping CEOs and senior leaders achieve their full potential. With 11 CEO roles under his belt, he specializes in turning around struggling companies and driving successful startups, including a $200 million sale from a negative valuation. His leadership style is positive, strategic, and results-oriented, with a knack for using personal stories to reinforce key ideas.

Beyond his business accomplishments, John has an active role in philanthropic endeavors, from supporting orphans in Africa to fundraising for global peace initiatives. He also serves as an Entrepreneur in Residence, Mentor, and Judge with the Arizona Commerce Authority, assisting startups in various industries. In his spare time, he’s a competitive sailor and former Commodore of St. Francis Yacht Club.

Business leaders seeking to elevate their performance can contact John Cascino at “jcascino@c-suite.co.”

How Andrew Hatherley Leveraged the PodRocket Influence Academy to Build COI Relationships (Ep. 441)

November 14, 2023
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How I Leveraged the PodRocket Influence Academy to Build COI Relationships

ProudMouth’s PodRocket Influence Academy is a phenomenal resource.
It’s one thing to hear us say that, but something entirely different to learn how an advisor made it work for them out in the real world. 

ProudMouth’s PodRocket Influence Academy is a phenomenal resource.

It’s one thing to hear us say that, but something entirely different to learn how an advisor made it work for them out in the real world. 

In this episode, host Matt Halloran is joined by Andrew Hatherley. He’s the founder of Wiser Divorce Solutions and Transcend Retirement, a CDFA®, and a CRPC, in addition to being the host of the popular The Gray Divorce Podcast, which celebrates its first anniversary this month (Congrats! 🥂).

And he credits the Academy as instrumental in making it happen.   

Andrew discusses:

“I’m going to niche my advisory business and my divorce consulting business, what am I going to do to build trust in the community for what I’m doing? Awareness, trust, all the components of marketing that you know far more about than I do. 

And so I thought about a podcast, and that’s what led me to mulling it over.” ~Andrew Hatherley

Resources: 

Connect with Andrew Hatherley:

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About Andrew Hatherley:

Andrew Hatherley is a seasoned financial advisor with a focus on assisting individuals navigating mid-late life divorces, often referred to as Gray Divorce. He provides valuable insights to address crucial questions that arise during this challenging period, such as ensuring financial stability, investment strategies post-divorce, retirement planning, and optimizing social security benefits while minimizing tax implications.

Having personally endured the complexities of divorce, Andrew is dedicated to helping others avoid the difficulties he encountered. To support this mission, he holds the Certified Divorce Financial Analyst (CDFA®) designation and is a Chartered Retirement Planning Counselor (CRPC). His approach prioritizes conservative investment principles to not only help clients build wealth for retirement but also to safeguard their savings and develop strategies for generating income in their retirement years. Originally a Navy Brat raised in England and Canada, Andrew has called Las Vegas home since 1999 and completed his MBA at McGill University in Montreal and ESADE in Barcelona.

Appreciating the Art of Advisor Branding To Stand Out With Kelly Waltrich (Ep. 440)

November 7, 2023
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What’s your strong suit? 
As a financial advisor, you’re juggling more hats than a circus performer – marketing, client relationships, and, of course, your core expertise. But here’s the catch: if you’re trying to handle branding all by yourself, you might be missing out on a difference-maker. 
Why blend in when you could stand out? 

What’s your strong suit? 

As a financial advisor, you’re juggling more hats than a circus performer – marketing, client relationships, and, of course, your core expertise. But here’s the catch: if you’re trying to handle branding all by yourself, you might be missing out on a difference-maker. 

Why blend in when you could stand out? 

In this episode, our own Matt Halloran is joined by Kelly Waltrich – co-founder and CEO of Intention.ly – to unravel the essential role branding plays in the financial services world. Tune in and discover how teamwork, learning, and masterful branding done right can transform your advisory game. 

Matt and Kelly discuss:

“And we all do that for each other, which is something I think all businesses should do. Make sure that you’re constantly forcing each other to learn new things.” ~Kelly Waltrich

Resources: 

Connect with Kelly Waltrich:

Connect with ProudMouth:

About Kelly Waltrich:

For over 15 years, Intention.ly Co-founder Kelly Waltrich has been championing the role of marketing in the financial services industry. As former Chief Marketing Officer at eMoney Advisor and Orion Advisor Solutions, she proved time and again that there is no better driver of an organization’s growth and overall success than a well-run marketing and communications team. At eMoney and Orion, Waltrich built powerhouse marketing teams from the ground up, developing the engines that would fuel the highest periods of growth for both companies.

She designed the strategy behind several successful rebrands, acquisitions, and product launches—including spearheading the development of two advisor marketing products—while creating unmatched overall brand visibility and helping to turn company executives into industry thought leaders. Through forward-thinking demand generation, PR, and product marketing, Waltrich created a consistent inbound pipeline for both firms, driving CAC down and SOV up.

Intention.ly is the culmination of every lesson Waltrich has learned thus far in her tenure as a marketing disruptor, born from her passion and persistent belief that when it’s done right, marketing is the accelerant financial services firms need to transform their growth trajectory.



An Advisor’s Blueprint for Overcoming Content Creation Challenges With Stoy Hall (Ep. 439)

October 31, 2023
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You know that you need to create valuable and compelling content. You know that you need to share it and get it out there. You know you need to speak directly to your ideal client, and solve their problems.

But knowing and doing are two completely separate things. We hear this from advisors all the time: I don’t get how someone can create that much content from both a compliance and time management standpoint. 
So, we went looking for someone that has it all figured it out. And we found him! 

You know that you need to create valuable and compelling content. You know that you need to share it and get it out there. You know you need to speak directly to your ideal client, and solve their problems.

But knowing and doing are two completely separate things. We hear this from advisors all the time: I don’t get how someone can create that much content from both a compliance and time management standpoint. 

So, we went looking for someone that has it all figured it out. And we found him! 

In this episode, ProudMouth co-founder Matt Halloran is joined by Stoy Hall – founder and CEO of Black Mammoth – to break down his epic content creation system. Stoy is a prolific podcaster and content creator enjoying massive success on virtually every platform. So, how does he do it?

Matt & Stoy discuss: 

“Wealth does not equal money. Wealth equals happiness, okay? Happiness equals wealth.” -Stoy Hall

Resources: 

Connect with Stoy Hall:

Connect with ProudMouth:

About Stoy Hall:

Stoy hails from Omaha, Nebraska, but his true calling emerged in Des Moines, Iowa, where he earned a BSBA in finance with a minor in business law and insurance from Drake University. He’s on a mission to eliminate financial illiteracy and make financial knowledge accessible to all.

As a father to two energetic boys and a dedicated husband, Stoy’s personal experiences have shaped his commitment to family and teamwork. He cares deeply about humanity, believes in uplifting others, and is the owner of multiple businesses dedicated to building wealth and happiness. Stoy, a former collegiate athlete who faced a career-ending injury, understands the importance of bonds formed during challenging times. As an independent thinker, he focuses on the greater good, embraces his imperfections as opportunities for growth, and is here to help others find their path to prosperity and happiness. If you’d like to learn more about him, he’s an open book, ready to assist you on your journey to a better, more fulfilling life.

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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