Month: November 2023

From Skeptics to Fans: The Power of Compelling Content with Matt Halloran (Ep. 28)

From Skeptics to Fans: The Power of Compelling Content with Matt Halloran (Ep. 28)

Today, we unravel the essence of social proof and its pivotal role for financial advisors. The key takeaway — is a stellar website, compelling brand messaging and content that establishes credibility. The goal? Move people from skeptics to fans. 

Stay tuned as we emphasize the need for ongoing engagement. Financial advisors take note — consistently educate your potential clients, demonstrating an unwavering commitment to their economic well-being. We advocate the philosophy of ‘dripping’ on clients, ensuring a continuous stream of valuable information rather than a one-off event. 

Joining us today is Matt Halloran, co-founder of ProudMouth, who is sharing insights on his belief in long-term marketing. The mantra is “slow marketing” — a strategic approach that not only appeases algorithms but also adapts to the evolving social media landscape. And speaking of algorithms, understanding and aligning with platform algorithms is paramount for success.  

Come along as we delve into the core of social proof, crafting compelling content and injecting your unique personality into your marketing strategy. 

In this episode, you’ll learn key concepts on: 

  • Building unshakable trust through social proof
  • Leveraging the power of slow marketing 
  • Aligning seamlessly with platform algorithms
  • Cultivating familiarity before the booking stage
  • And more!

 

Connect with Lara Galloway: 

Connect with Matt Halloran

About our Guest:

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. 

Estate Planning: A Bridge to the Next Generation with Chris Hall (Ep. 27)

Estate Planning: A Bridge to the Next Generation with Chris Hall (Ep. 27)

Today, we highlight a parallel between the past and the present, where financial advisors initially hesitated to delve into tax matters because they weren’t accountants, just as they are now hesitant to venture into estate planning due to the misconception that they must be lawyers.  

The financial advisory industry has been traditionally slow to embrace change. However, firms are gradually realizing the necessity of offering estate planning services to their clients. This shift reflects a growing recognition of the untapped potential within the topic.

Our guest, Chris Hall, Vice President of Business Development and Strategic Partnerships at Estate Guru, believes estate planning can serve as a powerful bridge to establish connections and ensure the continuity of financial advisory relationships within families. What’s more, with Estate Guru’s software, financial advisors can confidently rely on legal expertise throughout the process.

Join us as we explore building enduring relationships with the next generation of clients and how advisors can differentiate themselves in the business. 

In this episode, you’ll gain valuable insights into: 

  • Building relationships with the next gen
  • Changing dynamics in financial advisory
  • Addressing the estate planning gap in financial advisors’ practices
  • Navigating the beneficiary predicament and the great wealth transfer
  • And more!

 

Connect with Lara Galloway: 

Connect with Chris Hall

About our Guest:

Chris Hall heads up strategic partnerships and business development for this industry leading cloud based legal solution. In his current role with the team at Estate Guru, he is on a mission to provide access to quality legal assistance for the masses. The goal is to leverage today’s powerful technology in combination with the still very important human element.