Mod Marketing for the 21st Century

A “No Holds Barred”, highly informative and always entertaining podcast series with Kirk Lowe, Founder and Chief Branding Tactician at TactiBrand and Matt Halloran, President and Founder of Top Advisor Coaching.

Episode # 21 – 14 Rules for Advisor Marketing Success

14 Rules for Advisor Marketing Success by Kirk Lowe and Matt Halloran | ModMarketing http://kirklowe.com/wp-content/uploads/ModMarketing-Session21-14RulesOfAdvisorMarketingSuccess.mp3 Join Matt and Kirk as they share insight into Kirk’s “14 Rules for... read more

Episode #19 – Advisor Template Website – How to Optimize

In this episode, Kirk and Matt talk about things financial advisors can and should do to get the most out of template websites. They discuss specifics like navigation, content and footer as well as overarching concepts like the fact that your financial advisor website is often your personal introduction to prospects through an impersonal medium.

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Episode # 9 – Better Client Relationships – “Moments”

They then quickly get into hands on experience about how some financial advisors have excelled in building Moments with their clients. Memorable events that have impact and relevance to their clients individual hopes and dreams. Moments that make for better client relationships, lifelong client relationships.

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Episode # 2 – Referrals

Referrals – the necessity of having a referral program in place in your advisory practice. Kirk and Matt briefly discuss the benefits of a referral program then go present options to being much more successful at positioning and receiving referrals to ideal prospects.

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Episode # 1 – Advisor Marketing Mindset

Successful advisors follow have strong marketing mindsets. They focus on trust, relationships and credibility to start. This podcast covers the four cornerstones of an effective marketing mindset: Attracting – Intriguing – Engaging – Influencing. When visualizing marketing it’s important to…

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Financial Marketing University

Financial Marketing University

Extraordinary branding & marketing for exceptional financial advisory firms.


BrandTastic

BrandTastic

The definitive marketing & branding course for the financial industry.


TactiBrand

TactiBrand

Helping successful financial advisors and financial advisory firms enhance their branding and marketing.


Top Advisor Coaching

Top Advisor Coaching

Working with Financial Advisors helping them through: Discovery, Implementation, Assessment, and Maintenance.