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Top Advisor Marketing Podcast

Episode 101 – Your Nifty Virtual Assistant with Michelle Wong

It can be difficult to find the right people to support you as an adivsor. Creating a team that understands you and balances you skillsets often feels as though you’re asking a lot, especially if you’re limiting yourself to individuals who can come to your brick and mortar. Today Matt is sitting down with female entrepreneur and FPQP Michelle Wong to discuss her latest business and your solution to finding the perfect support system for your advisory firm.

Michelle is the founder and CEO of Nifty Advisor Support which offers a comprehensive virtual assistant program specifically tailored for RIAs. Nifty can assist your business with client service and operations, marketing and communication, and paraplanning. Michelle explores her process and methodolgy to providing RIA’s with the best service possible, at a minimal cost.

If you’re curious about how to improve your business without the hassel of creating a salaried position tune in with Michelle and Matt to explore the opportunities of Nifty Advisor Support.

LINKS: Nifty Advisor Support | Michelle Wong LinkedIn

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BLOG

Maximizing Your Internal Thought Leadership

Do you remember how in high school gym, your teacher would always say, “There is no I in team?” Well, he may have been on to something.

It turns out we are so much smarter than just “I”.

Hands down, one of the greatest gifts I have been given is my amazing team.  

Do we have to work hard to find the right people? Yes. Do we have a fairly extensive interview process? You bet. But all of this works to ensure they’re a good fit to join Top Advisor Marketing, and we’re an incredible team. 

That being said, what many people don’t realize is that we are an entirely virtual company.  We have 11 team members spanning three countries and two continents, and of those 11, I’ve met only three of them in person — and one is my business partner.  

Yet even with all of that, I never knew how rewarding it would be to empower a team and to lean on their collective and individual strengths.  Sure, I have talked about it philosophically and I have seen it work in other offices (although, not as often as it should), but this epiphany has truly changed my life.

When we merged Top Advisor Coaching and Tactibrand, Kirk and I decided it was time to make a conscious effort to ensure our company was about more than just us. As some of you may recall, before the merger it was all about us, the founders, the doers of work.

But when we surrounded ourselves with an incredible team, it suddenly didn’t have to be the Kirk and Matt show anymore.

Our team has reinforced the power of delegation, empowerment, diversity and inclusion. Top Advisor Marketing’s knowledge base has grown with every team member hired.  

So that begs the question, when was the last time you put your team into the limelight?

Not only do we regularly encourage and coach our team to share their knowledge and enjoy new experiences, we’re also now featuring our entire social media and marketing team on our Top Advisor Marketing podcast. This past month, Julia joined me to discuss the major changes in the social media world, while Jessica dissected and explained our company’s motto of “pleasing the algorithm.” Next week, our internal marketing director, Kaley, joins me to explore the role internal marketing plays in expanding your network and deepening your relationships with COI’s.

I’m also bringing on Lisa, our COO, to share her experience in managing and training a virtual team.

On top of that, our team is also writing papers that bring a new insight and a fresh perspective, that we hope will begin a fundamental change in how our industry communicates with their clients, prospects and centers of influence.

The best businesses are not about the ideas of one person. The best businesses, the ones that are scalable and incredibly profitable, are all about sharing the limelight with those who make you a better company.  

I take pride in the work we are doing as a team. Likewise, I encourage you to embrace the knowledge you have acquired within your company, and share it with the world.

There is plenty of spotlight for everyone.

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Podcast Uncategorized

Our 100th Episode with Michael Kitces

Have you ever wanted the opportunity to pick the brain of a financial rockstar?

To celebrate our hundredth podcast, Matt was fortunate enough to sit down with the one and only Michael Kitces and do just that.

Many of you will recognize Michael's name from his blog, Nerd's Eye View, but he is also a partner and director at Wealth Management for Pinnacle Advisory Group and the co-founder of the XY Planning Network and New Planner Recruiting. If you haven't found him through these avenues, you may have had the opportunity to hear Michael at one of his many speaking gigs (he rocks between 50-70 a year). With eight designations/degrees (yes, you read that correctly), Michael is one of our industry's leading experts on everything from marketing to markets.

Michael discusses his initial foray into the blog scene, and how he's grown in popularity and numbers through persistent writing and by creating high-quality content. Boasting over 200,000 unique viewers to his blog every month, Michael understands how to go from humble beginnings to superstardom.

Listen in today and discover what steps you can take to realizing your marketing dreams.

LINKS: Michael Kitces LinkedIn | Kitces.com

Categories
Top Advisor Marketing Podcast

Our 100th Episode with Michael Kitces

Have you ever wanted the opportunity to pick the brain of a financial rockstar?

To celebrate our hundredth podcast, Matt was fortunate enough to sit down with the one and only Michael Kitces and do just that.

Many of you will recognize Michael’s name from his blog, Nerd’s Eye View, but he is also a partner and director at Wealth Management for Pinnacle Advisory Group and the co-founder of the XY Planning Network and New Planner Recruiting. If you haven’t found him through these avenues, you may have had the opportunity to hear Michael at one of his many speaking gigs (he rocks between 50-70 a year). With eight designations/degrees (yes, you read that correctly), Michael is one of our industry’s leading experts on everything from marketing to markets.

Michael discusses his initial foray into the blog scene, and how he’s grown in popularity and numbers through persistent writing and by creating high-quality content. Boasting over 200,000 unique viewers to his blog every month, Michael understands how to go from humble beginnings to superstardom.

Listen in today and discover what steps you can take to realizing your marketing dreams.

LINKS: Michael Kitces LinkedInKitces.com

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Top Advisor Marketing Podcast

Episode 99 – Holiday Touch Point Tips with Luke Acree

You may not realize this… but the holidays are right around the corner. And now for many of us are first instinct is to be overwhelmed. With the holidays come so many other important obligations. But here at Top Advisor Marketing Podcast, we’ve been thinking ahead and we want to ensure our listeners are able to enjoy the holidays. Because really, it is a time to have fun and celebrate. But it’s also an important to for creating and delivering high quality pieces of communication.

Joining us today to discuss how to make your holiday schedule a little lighter is returning guest Luke Acree, President of ReminderMedia. Luke and Matt explore options for advisors that can be used during the holidays to ensure you’re keeping up your touch count, but also providing high quality content to your audience. Taking the time to investigate your plan and strategy today will make for an easier December.

Listen in today to learn how you can stroke one item off your Holiday-to-do-list in August!

LINKS: Reminder Media Podcast | Luke Acree

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Top Advisor Marketing Podcast

Episode 86 – The Power of Social Media with Heather Wilson

Today, Matt Halloran brings on Heather Wilson from SEI to discuss the power of Social Media and financial advising. At SEI, Heather is a social media manager who is responsible for overseeing multiple advisor accounts, giving her the real world experience to provide credible advice for you. Heather takes listerens on a guided tour of her world, and how she capitalizes on social media. With that in mind, Heather and Matt discuss what you can be doing NOW to reach out to your audience and grow a stronger relationship for those who follow you.

Tune in to find out how to manage your social media so that you can maximize your outreach!

LINKS: Heather Wilson | 5 Tactics to “Untroll” Your Online Trolls

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Top Advisor Marketing Podcast

Episode 98- Pleasing the Algorithm with Jessica Jackson

This year has brought a lot of changes to our social media timelines. One of the key platforms that has experienced a dramatic shift is the tried and true Facebook. With everything that’s happened when it comes to newsfeeds and ad features, are you curious if you’re making the Facebook algorithm work for you?

Joining Matt today is one of Top Advisor’s in house Social Media Specialists and Copy Writer Jessica Jackson. Matt and Jessica dive into how you can please the algorithm by controlling the few key areas you can to ensure maximum reach. Jessica also shares some strategies to optimize your organic posts to receive maximum reach and discusses ways to engage your audience to further leverage your post.

LINKS: Jessica Jackson Linkedin

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Top Advisor Marketing Podcast

Episode 97- Marketing Secrets with Kristen Judd

On Top Advisor Marketing Podcast we are always looking for people who are doing something from a marketing perspective that is unique and different. We aim to provide our audience with a variety of techniques and strategies that can execute in their own offices to see their marketing transform into sales. Today’s guest brings experience and her own unique twist to creating sustainable and successful marketing. Joining us is Kristen Judd of Money Secrets and Five Rings Financial.

Kristen has successfully used pretty much every medium you can to market her business. From an attractive (and useful) website, to Facebook Pages/Groups, and a consistently active LinkedIn Campaign, utilizing many of the tools every advisor has access to with an incredible success rate. Kristen offers her own insight into her use of Videos (both live and recorded) along with one of her key event campaigns, Wine, Women, and Wealth. Learn how she has taken her marketing to a place where not only has she developed a successful business, but is also creating spaces to help women better understand their finances and their goals.

If you want to take your marketing and client experience to the next level, be sure to tune in the Kristen and Matt today!

LINKS: KRISTEN JUDD LinkedIN |

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BLOG

3 Tips for Capturing Captivating Images

When was the last time you tried to capture that picture perfect moment, but were left with something less than desirable staring back at you from your camera screen?

Photography is hard. It’s why we pay professionals so much money to capture and preserve major life events such as weddings, anniversaries and milestone birthdays. But for those moments when it’s just up to you and your smartphone, here are three simple ways you can capture stunning photos — without a professional.

1.Lighting

When it comes to photography, lighting is everything.

If you break out your DSLR on manual mode, you’ve got ISO, shutter speed, and aperture to worry about. But when it comes to capturing those great photos on your phone at an event, you can keep your lighting fairly simple.

First off, you’re going to want to stay away from backlighting, unless you’re going for that cool silhouette shot. Secondly, natural is best. Fluorescents and tungsten lights can cast unflattering hues on your subjects. If you can take your photos outside or near a window, you’re going to drastically improve your image quality. And finally, I encourage you to use your flash very sparingly. Not only does it tend to wash out your subjects, but unless you’ve got an external slave/master flash system, you’re probably flooding the field with too much light, giving your subjects that startled appearance.

  1. Front Facing Camera

In this selfie-filled world, it can be tempting to use your front facing camera when taking photos of yourself. But if you can master taking a selfie with your rear facing camera, you’re going to see an instant improvement in quality, texture and lighting. On most phones, rear facing cameras pack a punch with nearly double the megapixels (e.g. the iPhone 8 rear-facing camera has 12-megapixels, while the front facing camera has 7). And if you’ve opted for any of the higher end smartphones, you may even see f/1.8 aperture, giving your phone’s camera portrait capabilities. This value (the f/stop) indicates the amount of light allowed to pass through the camera. The lower the value, the more light and background blur you’re going to see in your images. To put that in perspective, some of the highest quality portrait lenses for a DSLR have an f/1.2. 

While megapixels can’t solve everything, given that phone photography doesn’t easily allow you to use different lenses, the more megapixels you have, the better the photos you will take. And though it may take you a while to get the hang of position and angels, if you can take those event selfies using your rear facing camera, you’ll be able to save and share a higher quality image.

  1. Watch your filters.

Instagram, VSCO, and built-in photo editors have made it increasingly easy to add that fun summer wash to your favourite snaps. And with the right place, right time and right platform, a filter can make your image pop or enhance your personal brand.

However, we can easily fall into the rut of using a filter as a “save all” with poor quality photos. Poor quality photos mixed with filters can results in even worse images. So if you’re watching your lighting and opting for your front facing camera, you’re going to be snapping higher quality photos that are worthy of a share before a filter even hits them.

Together, these three techniques can change the way you share photos on social media. So grab your phone, find some natural light, and get snapping!

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Podcasting Resources

Podcasting Testimonials

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Here’s what advisor podcasters are saying…

We’ve introduced many advisors to podcasting, and the benefits of a thought-leadership strategy. Here are a few thoughts from a few advisors brave enough to dive into podcasting.

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