Advisors generate 75-90% of all their new business from referrals. This podcast provides is a great discussion and solutions for financial advisors struggling with generating leads.

Join Matt and Kirk as they share insight into Kirk's "14 Rules for Advisor Marketing Success". In this episode Kirk reviews all 14 rules at a quick pace. He'll get into the details of each rule in subsequent podcasts where he discusses (gives context, shares...

BRANDING is your story. It’s what connects people to your unique message and abilities and how they solve their unique and critical needs. MARKETING is the strategy and delivery of your brand message. It’s a process of attracting, engaging and influencing ideal prospects.

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.

In this episode, Kirk and Matt base their discussion on personal experiences working with financial advisors. They discuss the challenges they see on a regular basis. lack of time, staff and focus.

Kirk and Matt walk financial advisors down the path of taking a limited marketing budget and using low cost tools to DIY’ing it through the 4 step marketing process of Attract, Intrigue, Engage and Influence.

In the second part of this two-part episode, Kirk presents processes to follow to get ideas and finalize a company name choice….

In the first part of a two-part episode, Matt and Kirk have a great discussion about the different strategies for selecting a name for your financial advisory company.

More than just compiling a list of tactics and getting it done. It’s about
– What are you building?
– Why are you building it?…

Kirk and Matt define what success means to them and how it relates to financial advisors. They also talk about the need to make some uncomfortable decisions to achieve what is important to you.

Teresa Leno from Fresh Finance joins Kirk and Matt in talking about how financial advisor newsletters and content creation can and should be used in today’s financial marketing; everything from print to web to social media…

This podcast contains a ton of nuggets on achieving success through marketing; both what to do and what not to do. Matt interviews Kirk on 3 key topics: Advisor marketing mistakes, change readiness, top success rules…

The definition of traditional marketing – trying to sell something, and modern marketing for advisors – building trust, and how to combine the two.

Kirk and Matt talk about the must-have foundational needs to build a solid marketing portfolio. Advisor marketing begins with having a strong and highly relevant advisor brand.

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.

Kirk and Matt go into detail about Hits, Touches and Moments with an aim of having you look at your client experience with fresh eyes.

When you define your advisor niche marketing, how you position your value, how you develop your practice and who you get introductions too all changes for the better.

How marketing expectations can fuel or drown your marketing. Set and manage your advisor marketing expectations then build momentum.

Communicating Your Brand – Kirk and Matt talk about the importance of having a good marketing story, the importance of how you articulate it, and how to …

Cold Calls to Content Brawls – A quick look at cold calling – why some advisors still do it and why there is a better way – followed by a broad discussion on content building.

Niche Audiences – When you want change the paradigm about doing everything for everyone. It includes a general discussion on some of…

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.

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…