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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.

How to Conquer the Compliance Beast With Matt Halloran (Ep. 438)

October 24, 2023
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If you’re like most financial advisors, you may be hesitant to launch your podcast and engage in influence-building activities because you’re afraid of compliance issues. 
But here’s the thing: not only is it entirely possible to remain fully compliant, but it’s also relatively easy to establish a stronger rapport with your compliance department. Move them from foe to friend!

If you’re like most financial advisors, you may be hesitant to launch your podcast and engage in influence-building activities because you’re afraid of compliance issues. 

But here’s the thing: not only is it entirely possible to remain fully compliant, but it’s also relatively easy to establish a stronger rapport with your compliance department. Move them from foe to friend!

In this episode, Matt Halloran is joined by business partner Kirk Lowe to discuss the critical topic of compliance in the financial advisory industry. They share their personal experiences through the years, what’s gotten better and worse, and offer some practical strategies and best practices to adjust course and work with them.

Matt & Kirk discuss:

“When you practice and you do your show on a regular basis and you get that reinforcement that you’re putting out good, compliant information, it’s going to make you want to do more good, compliant information, right?” ~Matt Halloran

Resources: 

Connect with Kirk Lowe:

Connect with ProudMouth:

About Matt Halloran:

Matt Halloran is a co-founder of ProudMouth, the world’s leading influence accelerator for financial advisors. An in-demand speaker, he’s appeared on over 1,000 podcasts. As well, Matt is the host of ProudMouth’s Top Advisor Marketing Podcast, where he and industry leaders empower advisors to become trusted, recognized authorities. Matt is the author of “The Social Media Handbook for Financial Advisors,” the first social media book for financial services. 



Progressing from Financial to Life Planning with Lindsay Troxell (Ep. 437)

October 17, 2023
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The only constant is change. 
And that change is happening these days at an unprecedented pace. Wealth transfer, the rise of the younger generations, the arrival of artificial intelligence, and the maturing landscape of financial planning. 

The only constant is change. 

And that change is happening these days at an unprecedented pace. Wealth transfer, the rise of the younger generations, the arrival of artificial intelligence, and the maturing landscape of financial planning. 

In this episode, Matt Halloran is joined by Lindsay Troxell – speaker and founder of the value-add platform Our Coaching Initiative – to talk about the need for advisors to evolve in order to stay competitive. Her mission is to help financial advisors offer a human-first approach to wealth and health. 

Matt & Lindsay discuss:

“Life planning to me is when you are sitting down and understanding where people want to go in the future, but then walking them back and coming to this true roadmap of how they’re going to get there.” ~Lindsay Troxell

Resources: 

Connect with Lindsay Troxell:

Connect with ProudMouth:

About Lindsay Troxell:

Since 2005, Lindsay Troxell has been working with financial advisors and teams in the United States and Europe, focusing on various aspects of their profession, including practice management, business development, client experience, team dynamics, and mindset. When the COVID-19 pandemic hit in 2020, Lindsay recognized the need for financial advisors to provide more holistic support to their clients, addressing not only financial matters but also their well-being and mental health in an uncertain world. Many advisors struggled to make this shift, and Lindsay began receiving requests to help clients and team members deal with personal challenges brought about by the “new normal”, such as remote work, homeschooling, job loss, stress, overwhelm, and burnout. This led to the realization that the financial industry was ready and eager to integrate coaching with wealth management. In response, Lindsay founded “Our Coaching Initiative,” a platform where Financial Advisors, their teams, and clients can access coaching to create more fulfilling lives. Lindsay acknowledges that she, too, is a human being with her own goals and struggles, which contributes to her effectiveness as a coach, driven by a deep curiosity about the science of emotions and their impact on our lives.



Elevating Your Conversational Game to Build True Partnerships With Mary Schmid (Ep. 436)

October 10, 2023
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An advisor’s first task is to listen and communicate effectively. But do you really know how to do that?
You’ve probably heard the expression “you have two ears, but only one mouth, so you should be listening twice as much.” But that’s out-of-date thinking that leads to waiting to speak rather than active listening.

An advisor’s first task is to listen and communicate effectively. But do you really know how to do that?

You’ve probably heard the expression “you have two ears, but only one mouth, so you should be listening twice as much.” But that’s out-of-date thinking that leads to waiting to speak rather than active listening.

In this episode, host Matt Halloran welcomes Mary Schmid – a communication expert and consultant – to explore the art of effective communication through the lens of neuroscience. Together, they review strategies for enhancing your communication skills, which go beyond the typical advice of listening more and talking less. Mary introduces practical concepts like the “Golden Minute” for self-preparation and the “Million Dollar Opener” for setting the right tone in conversations. 

Matt & Mary discuss:

“We call it arc: aware, take a breath to reset, and come back with refocus back on them. So your comeback is always refocus on them and what you were talking about and what that means to them. Not about you. It sounds so simple. I know. It’s not.” ~Mary Schmid

Resources: 

Connect with Mary Schmid:

Connect with ProudMouth:

About Mary Schmid:

As the author of “Make or Break Conversations” and a consultant to the financial services profession, Mary Schmid delivers programs on the neuroscience of conversation to lead conversations that transform a good conversation to a trust-building one.



The Growth-Minded Advisor’s Path To Influence With Kirk Lowe (Ep. 435)

October 3, 2023
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More time for doing what you do best. How’s that sound? Pretty darn good. 
But how do you do it, and what do you need to make it happen? 

More time for doing what you do best. How’s that sound? Pretty darn good. 

But how do you do it, and what do you need to make it happen? 

In this episode of the Top Advisor Marketing Podcast, ProudMouth co-founders Matt Halloran and Kirk Lowe discuss the importance of accelerating your influence – which they define as the ability to get people to like, know, and trust you – in order to grow your business and spend less time chasing prospects and more time doing what you do best: advising. 

Matt & Kirk discuss:

“You’ve got to choose influence. You got to choose that pathway and hit it. Be aware of all the wins along the way, not just the revenue wins. And they’ll be there if you do the right things.” ~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.

Artificial Intelligence With Soul With Angel Gonzalez (Ep. 434)

September 26, 2023
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Artificial intelligence is not some future concept. It’s here. Are you eagerly playing around with it and exploring its potential, or are you hanging back and waiting for the AI apocalypse that many believe will happen?  

Artificial intelligence is not some future concept. It’s here. Are you eagerly playing around with it and exploring its potential, or are you hanging back and waiting for the AI apocalypse that many believe will happen?  

In this episode, Matt Halloran welcomes Angel Gonzalez – co-founder and Chief Marketing Officer at Snappy Kraken – to break down the role of artificial intelligence in marketing. Should we be afraid? Should we embrace it? And if so, how?

Angel has the answers, explaining how AI can be a game-changer in building authentic connections with clients and prospects, enhancing marketing efforts, and driving long-term success in the financial advisory industry.

Matt & Angel discuss:

“I would say the advisor of the future is going to be one who pairs well with this technology. He uses this technology as the tool, as the assistant. Use the tool, not the other way around.” ~Angel Gonzalez

Resources: 

Connect with Angel Gonzalez:

Connect with ProudMouth:

About Angel Gonzalez:

For over a decade, Angel Gonzalez has leveraged marketing and technology to work with interesting people on interesting projects. As co-founder and Chief Marketing Officer of Snappy Kraken, Angel helps the business with brand building, marketing strategy, and product development. His contribution to the team helps financial professionals make meaningful connections that drive business.

So, What’s Your Brand Personality? With Lauren Hong (Ep. 433)

September 19, 2023
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So, what’s your brand? Answer that question, and you’ll likely mention your color palette, tagline, logo, and perhaps a descriptor or two (We’re playful! But also very professional!). 
Done and done, right? Not so fast. Your brand can and should be so much more than that.  

So, what’s your brand? Answer that question, and you’ll likely mention your color palette, tagline, logo, and perhaps a descriptor or two (We’re playful! But also very professional!). 

Done and done, right? Not so fast. Your brand can and should be so much more than that.  

In this episode, ProudMouth’s resident influence expert Matt Halloran is joined by the founder and president of Out & About Communications, Lauren Hong. Together, they examine the subtle but oh-so-important difference between brand and brand personality, and why you should place greater emphasis on the latter.  

It’s everything you are and do, but also everything you’re not. 

Lauren & Matt discuss:

“At the end of the day, you want to be authentically you as an individual, but you want the brand to be authentically itself, and so as a result, if the brand is authentically itself, it’s going to attract the right potential employees to hire.

Right? It’s going to attract the right kind of target market. These kinds of things. And, but without clarity around that, it can feel very disjointed.” ~Lauren Hong

Resources: 

Connect with Lauren Hong:

Connect with ProudMouth:

About Lauren Hong:

Lauren Hong is the president of Out & About Communications, a full-service, integrated marketing agency based in San Diego and serving clients nationwide. Out & About provides a full suite of insight-driven marketing and operational support, designed to align business strategy with tactics that cut through the clutter. Lauren guides a team of subject matter experts, managers, and implementers who wake up excited every day to deliver results. Read more about Lauren and the team at https://www.outandaboutcommunications.com/. 



Death by Referrals With Kirk Lowe, Part 2 (Ep. 432)

September 12, 2023
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File it under “Too much of a good thing”. Referrals? Good. Fantastic, in fact. In theory. 

Organic growth by word-of-mouth is the goal. It’s virtually hands-free, affordable, and works for businesses small, medium, and large. It’s the great equalizer. But before you get to the point of having a nearly self-perpetuating system, you need to lay the foundation, build the system, and cultivate the appropriate environment. And that is no quick fix.

File it under “Too much of a good thing.” Referrals? Good. Fantastic, in fact. In theory. 

Organic growth by word-of-mouth is the goal. It’s virtually hands-free, affordable, and works for businesses small, medium, and large. It’s the great equalizer. But before you get to the point of having a nearly self-perpetuating system, you need to lay the foundation, build the system, and cultivate the appropriate environment. And that is no quick fix. 

Without doing the legwork, you’re faced with two grim realities: getting few referrals, or getting non-ideal referrals that you waste time, energy, and money chasing down.

In this episode, business partners Matt Halloran and Kirk Lowe tackle part two of “death by referrals,” walking you through the why, what, and how of crafting a referral machine that consistently delivers quality results. And don’t forget to check out Part 1 if you haven’t already. Death to death by referrals! 

Matt & Kirk discuss:

“Winning at referrals is about creating an environment for a system to thrive, and you need to understand that environment and how to build it, and having the environment is really having all the things that add value to your prospects’ world.” ~Kirk Lowe

Resources: 

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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