Top Advisor Marketing
532 Episodes

Marketing strategies for financial pros.

Top Advisor Marketing

The definitive marketing podcast for financial advisors. Real tactics, real results, real talk about what it takes to grow your advisory practice through modern marketing.

All Episodes

Latest Releases

How Modern Technology Connects Clients With Financial Advice With David Mehlhorn (Ep. 393)
Top Advisor Marketing Dec 20, 2022

How Modern Technology Connects Clients With Financial Advice With David Mehlhorn (Ep. 393)

More and more “finfluencers” are popping up on social media, giving free financial advice that’s unregulated –– and sometimes terrible. How can financial advisors cut through the noise?

Using Technology To Connect With Clients and Businesses With Brian McLaughlin (Ep. 392)
Top Advisor Marketing Dec 20, 2022

Using Technology To Connect With Clients and Businesses With Brian McLaughlin (Ep. 392)

Technology has been around for decades and has become an essential part of all businesses. Yet some advisors still aren’t using it to its full potential. Where do advisors use technology in their daily lives that could be applied to businesses…and how can other businesses benefit from that connection?

Move Over, Bucket Lists: Live It Lists Are Life-Changing For Clients With Nicole Middendorf (Ep. 391)
Top Advisor Marketing Dec 13, 2022

Move Over, Bucket Lists: Live It Lists Are Life-Changing For Clients With Nicole Middendorf (Ep. 391)

Do your clients believe they’ll be happy once they acquire that one new thing — a new car, another house, or more money in their bank account?

How to Attract and Hold Attention With Engaging Social Media Content With Zoë Meggert (Ep. 390)
Top Advisor Marketing Dec 6, 2022

How to Attract and Hold Attention With Engaging Social Media Content With Zoë Meggert (Ep. 390)

Do you want to create long-form content that catches and holds your niche’s attention? How about getting your expertise in front of as many ideal prospects as possible?

For Captive Advisors: The Ultimate Encouragement to Go Independent With Charlie Van Derven (Ep. 389)
Top Advisor Marketing Nov 29, 2022

For Captive Advisors: The Ultimate Encouragement to Go Independent With Charlie Van Derven (Ep. 389)

Are you a wirehouse advisor who dreams of going independent…except the amount of freedom actually sounds a little scary?

Are You Being Authentic? Marketing That Turns Prospects Into Raving Fans With Larry Sprung (Ep. 388)
Top Advisor Marketing Nov 22, 2022

Are You Being Authentic? Marketing That Turns Prospects Into Raving Fans With Larry Sprung (Ep. 388)

How do top advisors shorten their sales cycles? They build relationships with prospects before they’ve even met them.

How To Build Your Own Brand To Have a Successful Advisory Business With Matt Reiner (Ep. 387)
Top Advisor Marketing Nov 15, 2022

How To Build Your Own Brand To Have a Successful Advisory Business With Matt Reiner (Ep. 387)

In business, people don't buy brands. They buy the person and the expertise behind a brand. The question is, how do you start building relationships with your audience?

The Future Evolution Of Financial Services With Dana Wilson and Zach Conway (Ep. 386)
Top Advisor Marketing Nov 8, 2022

The Future Evolution Of Financial Services With Dana Wilson and Zach Conway (Ep. 386)

As the world's perspective changes, so do the way businesses are run. Adapting to those changes allows companies to push forward and rise above within the industry.

Upscale Your Business by Building Deep Relationships With Robert Sandrew [Ep. 385]
Top Advisor Marketing Nov 1, 2022

Upscale Your Business by Building Deep Relationships With Robert Sandrew [Ep. 385]

Do you want to build deeper relationship with CPAs in your area so you can upscale your business?

Dying Kindness: Help Clients Be Kinder to Those They’ll Leave Behind With Cianna Stewart (Ep. 384)
Top Advisor Marketing Oct 25, 2022

Dying Kindness: Help Clients Be Kinder to Those They’ll Leave Behind With Cianna Stewart (Ep. 384)

“I'm going to die someday, and spoiler alert: so are you.” After someone dies, your ideal situation is to be allowed to just simply grieve. But instead? Most of us are left with grief that’s affected by feeling frustrated, confused, or financially freaked out by legalities.

Becoming An Exit Planning Advisor With John Brown (Ep. 383)
Top Advisor Marketing Oct 18, 2022

Becoming An Exit Planning Advisor With John Brown (Ep. 383)

Business owners looking to plan their exit need to consider more than just their personal life. How many advisors can provide both retirement planning and business exit planning advice?

One Alexa Command Away! Connect With Clients Through Voice Marketing With Emily Binder (Ep. 382)
Top Advisor Marketing Oct 11, 2022

One Alexa Command Away! Connect With Clients Through Voice Marketing With Emily Binder (Ep. 382)

Your clients might be getting hundreds of emails and messages every day. If you want your updates to stand out, consider making them hands-free. With voice updates, your content is just one Alexa command away.

Never Miss an Episode of Top Advisor Marketing

Get notified when new episodes drop. Join thousands of professionals leveling up their marketing.

Ready to Start Your Own Podcast?

Let's discuss how podcast-first marketing can transform your visibility and authority in your industry.