Top Advisor Marketing Podcast

Top Advisor Marketing Podcast


Latest Episodes

Episode 229 – Marketing to The Forgotten Generation
April 16, 2020

Generation Xers are a Financial Advisors’ Dream - so why are they being left out? - In this episode, Kirk and Matt, Gen Xers working in the marketing space for financial advisors, are finally exposing a significant hole in the industry - Marketing to ...

Episode 228: Building Your Business to Run Without You – With Erin Botsford
April 14, 2020

Advisors, like all entrepreneurs, want to build a successful business, serve more people, make more money, and hopefully one-day have the freedom to enjoy it. If you go on vacation, do you worry if the business will suffer,

Episode 227: Advisors Need to Market Themselves Better — With Kurt Ohlson
April 07, 2020

Are you struggling to bring in new clients or even prospects? The answer to all your woes is marketing! But do you know how to market effectively and efficiently to get noticed by your ideal client?  - Today, Matt speaks with Kurt Ohlson,

Episode 226: The New Reality for Financial Advisors –– With Doug Heikkinen
April 02, 2020

Have you started changing the way you communicate with clients? Do you have a fine-tuned value proposition that articulates your unique expertise? - In this episode, Matt and Kirk speak with Doug Heikkinen, founder of Iris.xyz,

Special Episode: Going on The Offensive — With Coach Joe Lukacs
April 01, 2020

Being proactive and taking action, especially during difficult times, can be just what you need to help your business grow. How can you make the determination to play offence and be part of the 20 percent of people finding business development opportun...

Episode 225: Embrace AI and Prosper— With DJ Sebastian
March 31, 2020

Spending more time being face to face building a relationship with your client will benefit your practice more than sitting behind the desk drafting mailers. - In this episode, Matt speaks with DJ Sebastian,

Special COVID-19 Episode: It’s Time To Step Up Your Game — With Joe Lukacs
March 30, 2020

Today’s environment of self-isolation can often leave people feeling uncertain about things. Now is the time to step up and take care of yourself, your team, and your clients!  - In this episode, Matt and Kirk speak with Coach Joe Lukacs,

Episode 224: How to Create Lasting Brand Awareness — With Rebecca Hourihan
March 24, 2020

Do you need to become more recognizable? Are you the top search in your region? - In this episode, Matt speaks with Rebecca Hourihan, founder and CMO of 401(k) Marketing.  She elaborates on how she helps retirement-plan advisors market their expertise...

10 Mins with TAM – COVID -19 – Remote Work Options
March 20, 2020

Remote work might not be an option for every person. Is there a way to work safely at your physical office? Our COO, Lisa Ferguson, is here with solutions that your team can use right away. - Top Advisor Marketing

Episode 223: Are You Scaling Your Credibility?
March 19, 2020

Are you tired of spending time away from the office and your family to speak at events? There are benefits to public speaking, but what if you could reach an infinite number of people at once, all while conserving your time and energy? -