4 Ways To Uncover Hidden Revenue in Your Practice With Joe Lukacs (Ep. 380)
Sep 27, 2022
You probably have hidden profits in your business. Are you ready to find them?
Marketing strategies for financial pros.
Top Advisor Marketing
The definitive marketing podcast for financial advisors. Real tactics, real results, real talk about what it takes to grow your advisory practice through modern marketing.
All Episodes
Latest Releases
Powerful Relationship-Building Tactics From Our Client Success Manager Alison Friedel (Ep. 379)
Sep 20, 2022
What does client success look like? How can your marketing help connect with clients and prospects?
The Easiest Way To Help Clients (Finally) Get Their Estate Planning Done With Ryan Stark (Ep. 378)
Sep 13, 2022
67% of Americans don’t have an estate plan, according to a recent survey. Most of them “just haven’t gotten around to it.” Estate planning feels daunting. But what if you could make it easy for clients –– including the stragglers –– to finally get it done?
Finding Right-Fit CPA Partners (The Opportunity Is Now!) With Andree Mohr and John Pastore (Ep. 377)
Sep 6, 2022
The best CPA partnerships accomplish both: improving your client experience and growing your revenue. But how and where can you find such partnerships?
How To Find Diverse Talent and Advance Culture With Lazetta Rainey Braxton (Ep. 376)
Aug 30, 2022
In advancing cultural diversity in the workplace, attracting and retaining diverse talent can often be a challenge. Not anymore!
Strategic Event Marketing: How To Find and Engage Ideal Clients With Elyse Stoner (Ep. 375)
Aug 23, 2022
Organizing events is a great way to engage with clients and prospects. But before you organize another wine tasting event, ask yourself: How does this event fit into your overall marketing strategy?
How to Finally Publish the Book You Started but Never Finished With Kristin Shea (Ep. 374)
Aug 16, 2022
Only 6% of writers get halfway through a book.* For the rest, their book remains a dream. Are you an advisor who has always thought of writing a book — perhaps even started one — but never finished it?
What To Do if You Lack the Time or Confidence for Content Marketing With Meg Bartelt (Ep. 373)
Aug 9, 2022
What’s stopping you from sharing your thought leadership? Is it a busy schedule? Is it a lack of confidence? Or is it both? Our guest today, Meg Bartelt, has consistently blogged for 6 years — even during times when things got overwhelming.
Three Steps for Creating a 12-Month Custom Marketing Plan With Angela York (Ep. 372)
Aug 2, 2022
Do you want a 12-month marketing plan that’s strategic, measurable, has actionable items, and is based on reliable data? Most advisors do! BUT, they don’t know how to get started or lack a marketing team to support them.
Proof That Niche Marketing Works: Picking One of the Most Specific Niches With Jane Mepham (Ep. 371)
Jul 26, 2022
Have you heard about niche marketing but still aren't convinced that it can grow your business? Perhaps hearing from someone who has walked the walk might help.
Uplifting Underrepresented Communities at Financial Conferences With Liv Gagnon (Ep. 370)
Jul 19, 2022
Giving equal opportunity to females, people of color, nonbinary individuals, and other underrepresented communities is not just the right thing to do. It can actually benefit the financial services industry!
You Found Your Niche…Now, How Do You Attract Them? With Lacey Langford (Ep. 369)
Jul 12, 2022
Finding your hyper-focused niche is only work half done. Next, you need to get your voice out to your target audience and build a network of influencers and experts in your niche!
Never Miss an Episode of Top Advisor Marketing
Get notified when new episodes drop. Join thousands of professionals leveling up their marketing.
Ready to Start Your Own Podcast?
Let's discuss how podcast-first marketing can transform your visibility and authority in your industry.