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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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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 |