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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.

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Latest Releases

Fintech Mini-Series: How To Keep Up With the Latest Fintech Trends With Rusty Sommer (Ep. 357)
Top Advisor Marketing Apr 19, 2022

Fintech Mini-Series: How To Keep Up With the Latest Fintech Trends With Rusty Sommer (Ep. 357)

Advisors, are you keeping up with the latest FinTech trends? When was the last time you worked on your tech stack?
The BOVA Method for Mind Mapping: Organize Your Ideas in 4 Simple Steps (Ep. 356)
Top Advisor Marketing Apr 12, 2022

The BOVA Method for Mind Mapping: Organize Your Ideas in 4 Simple Steps (Ep. 356)

Podcasts require more preparation than one might think. When your mind is racing with ideas, it’s important to ensure you don’t digress, don’t leave anything out, and still leave room for some impromptu creativity!
How To Integrate Different Media Into a Powerful Marketing Machine With David Pulcini Jr. (Ep. 355)
Top Advisor Marketing Apr 5, 2022

How To Integrate Different Media Into a Powerful Marketing Machine With David Pulcini Jr. (Ep. 355)

Podcasts, emails, videos, blogs, white papers… They may not be that effective as standalone media. But if you can integrate them to run smoothly like cogs in a machine, you’ll realize their true marketing prowess!
Content Creation to Distribution: Every Step Simplified for Advisors With Johnny Sandquist (Ep. 354)
Top Advisor Marketing Mar 29, 2022

Content Creation to Distribution: Every Step Simplified for Advisors With Johnny Sandquist (Ep. 354)

Have you heard the adage: content is king? According to Johnny Sandquist, content distribution is king! And not just generic, canned content, but authentic content that speaks to your ideal clients.
The Complete Brand Anatomy for Advisors With Monica Fawn (Ep. 353)
Top Advisor Marketing Mar 22, 2022

The Complete Brand Anatomy for Advisors With Monica Fawn (Ep. 353)

A brand is more than a website and a logo. Does your brand communicate your “why”? Does it spark an emotional connection that gets prospects excited to work with you?
Caught in a Loop of Stop-and-Start Marketing? How To Get Unstuck (Ep. 352)
Top Advisor Marketing Mar 15, 2022

Caught in a Loop of Stop-and-Start Marketing? How To Get Unstuck (Ep. 352)

Does this sound familiar? You’ve been plugging away, doing this-and-that, stop-and-start marketing for years. It seems like everyone around you is succeeding, but it never seems to work out the same for you. The truth is, not many of them are actually succeeding –– at least not consistently.
How To Help Women Thrive, as Advisors and Clients With Adri Miller-Heckman (Ep. 351)
Top Advisor Marketing Mar 8, 2022

How To Help Women Thrive, as Advisors and Clients With Adri Miller-Heckman (Ep. 351)

Whether they’re on the giving or receiving end, most women despise prospecting, selling, and closing. So, if you want to help women advisors thrive and also appeal to women clients, you need to understand what resonates with them.
Want To Attract Ideal Clients? Create a Custom Content Marketing Plan With Olivia Luper (Ep. 350)
Top Advisor Marketing Mar 1, 2022

Want To Attract Ideal Clients? Create a Custom Content Marketing Plan With Olivia Luper (Ep. 350)

Do you want to have a content marketing plan that captures your voice, attracts ideal clients, and grows your practice?
Why We Loved the Elite Wealth Advisor Symposium™ 2022 Conference (Ep. 349)
Top Advisor Marketing Feb 22, 2022

Why We Loved the Elite Wealth Advisor Symposium™ 2022 Conference (Ep. 349)

The Elite Wealth Advisor Symposium™ (EWAS) is an annual invitation-only conference for 100 advisors who want to learn how to exponentially grow their practice while creating more balance in their life. This year, we had the opportunity to be a part of it –– which means we got to interview amazing people in the financial services industry!
Content That Converts? Write Content That Connects With Derek Pollard (Ep. 348)
Top Advisor Marketing Feb 15, 2022

Content That Converts? Write Content That Connects With Derek Pollard (Ep. 348)

You’re all about building relationships as an advisor, right? Then why does your copy still come across as “salesy”? Rather than writing to convert, why not write to connect?
Say Goodbye to Imposter Syndrome: Start Your Awesome Podcast! With Nicole Casperson (Ep. 347)
Top Advisor Marketing Feb 8, 2022

Say Goodbye to Imposter Syndrome: Start Your Awesome Podcast! With Nicole Casperson (Ep. 347)

Do you want to start a podcast, but you’re worried that your story isn’t interesting or that you don’t have enough expertise to share? Self-doubt is common, especially among women.
Mind Mapping: Turn the Messiest Ideas Into Clear Actions for Your Team! With Michelle Matus (Ep. 346)
Top Advisor Marketing Feb 1, 2022

Mind Mapping: Turn the Messiest Ideas Into Clear Actions for Your Team! With Michelle Matus (Ep. 346)

Do you ever leave meetings feeling disappointed because you have disorganized notes that you know will be a nightmare for your team to understand, let alone act on? The easiest and best solution is mind mapping!

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