Top Advisor Marketing Podcast

Join host Matt Halloran and special series guest Coach Joe as they discuss the value of creating (and sticking to!) a quarterly game plan. Breaking your business plan down into bite size manageable pieces will give you stronger goals, and more success! Tune in today to finesse your business plan and get ready to rock Q1 2019!

Today Matt and Coach Joe are diving into three very important topics when it comes to business planning and you're business success! Listen as these two coaching, development, and marketing experts discuss what you need to create a business with a lasting brand, strong marketing initiatives, and the ability to develop and grow!

A goal is defined as "the object of a person's ambition or effort; an aim or desired result". This definition provides us with both an action (ambition/effort), as well as a passive action (aim). What are you doing to take your goals from aims and desires into the realm of action and effort? Listen in with Coach Joe as he discusses with your host Matt Halloran different ways to make your goal setting effective, and stick to it.

If you’re a CEO, then you have an overflowing to-do list. But how many items on that list are things that you just don’t want to do? Chances are, an operations manager would love to take on those tasks. Mike Reed, the chief operating officer of Dakota Wealth Management, is here to explain why hiring an operations manager is an investment you won’t regret. Learn how to create operational readiness in your firm and stop impeding your own potential. Tune in now to learn more! Resources: Dakota Wealth Management

The episode you’re about to listen to will challenge mainstream ideas about what it means to be a fiduciary. Get ready to shift your perspective with Don Trone, a MarketCounsel Summit keynote speaker. Don explains why the CFP Board is one of the biggest problems in the fiduciary space, and how he has literally written the book that integrates leadership, stewardship, and governance. Tune in now to learn more! Resources: 3ethos

Next up on the MarketCounsel Summit series is keynote speaker George Svagera of Orion. Fresh off the stage, George is here to address advisors’ biggest pain points with data and technology. George has worked with a lot of advisers who went through the evaluation process for an operating system, made a decision, and then six months later they’re seeking out different providers. In this episode, George explains how advisors can get it right the first time and make a decision that sticks. Tune in now to learn more! Resources: Orion Advisor Services

Many advisors dream of doing an acquisition or merger, but being successful in these ventures is a whole other conversation. Luckily, the next guest on the MarketCounsel Summit series can speak to making these moves successfully. Greg Friedman, CEO of Private Ocean, shares his experiences with small beginnings, merging, and keeping company culture and philosophy top of mind. Tune in now to learn more! Resources: Private Ocean

You’re probably familiar with Riskalyze, but have you considered its powerful marketing capabilities? Riskalyze’s CEO and co-founder, Aaron Klein, is here to explain how this tool could be the differentiator between you and the advisor down the street. In this episode, Aaron discusses how to use Riskalyze to drive alignment between clients and portfolios—which we all know builds trust between advisors and clients. Tune in and learn more about this powerful client acquisition and retention tool! Resources: Riskalyze

Year end is a time when many of us look forward at what are we going to do in the next 365 days to change, grow, and become a better person. Today with your host Matt Halloran, Coach Joe is going to be discussing the value in not just a one year plan, but having a 5 year vision. If you're ready to take not just 2019, but the next five years by storm, be sure to listen in today!

All work and no play makes Jack a dull boy. These words of wisdom come to life in today's episode as Matt and Coach Joe explore how advisors can handle business/life integration. Balance is a struggle in every area of our lives, whether it be our diets, our relationships, or our professions. So take some time and learn how you can balance and integrate your personal and professional life today!

Benchmarks are a cornerstone to your business success. They give you an opportunity to reflect, evaluate, and challenge yourself in the upcoming year to meet goals. However, benchmarks can be another one of those tasks that simply gets forget. As people say, when something works well, we tend to stop doing it simply because we don't acknowledge or allocate for it. Coach Joe has a three part process to help you wrap up 2018 and set yourself on a better path for 2019. Get your benchmarks set, and roll on past them with your most successful year yet!

We all have "plans" but what makes plans a reality? Actually DOING them. So when it comes to building your business plan what's stopping you? For many of us it's that we simply right it down as something to get done, without taking the necessary steps to make it happen. Whether that's blocking our calendar time, arranging a coaching session to prepare for the plan, or simply getting your team together to discuss the business you're building. Listen in as Coach Joe explains the value in planning your plan, and get ready to rock in 2019!

Failure. It's not a topic anyone likes to dwell on, yet let's face - we all fail. Including advisors. And one of the major areas advisors tend to fall down is in creating their own business plan. Once again, Matt Halloran is joined by the business planning guru Coach Joe Lukacs, to discuss what types of tools and techniques Joe brings to his advisor clients to get them through the struggle that is advisor planning. Don't let past business plan failures impede your future success! Links: Coach Joe's LinkedIn

It's the beginning of the 12 days of Marketing! To celebrate the holidays and Business Planning month, our host Matt will be joined by Joe Lukacs, AKA Coach Joe, for the next 12 episodes to discuss with us how to create a rockstar business plan for 2019. To kick start the marketing season, Joe and Matt dive into the value of having a proper business plan. If this is something you've always considered doing but couldn't find the time or see the value, tune into this episode to find out the truth behind the why of business planning! LINKS: Joe Lukacs LinkedIn

Is your holiday social calendar lacking in substance? Or have you simply let your social media presence fall to the way side now that December 1st is behind us? Why not get your social media calendar looking as active as your personal calendar this holiday season with a few quick tips for holiday engagement! Host Matt Halloran is joined by our very own Kaley Lewis to discuss five tips to making your holiday social shine! By adding some festive and engaging content, you'll be sure to create an impression and keep your audience engaged through the busiest time of year. It's never too late to get that holiday calendar rolling, so listen in and start today! LINKS: Kaley Lewis LinkedIn | 5 Holiday Post Ideas