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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How Your Practice Can Play a Bigger Role in Mentorships With Kellan Brown (Ep. 405)
Top Advisor Marketing Mar 7, 2023

How Your Practice Can Play a Bigger Role in Mentorships With Kellan Brown (Ep. 405)

If we’re lucky, we’ve had help from a trusted guide at some point. A mentor who’s helped us become the person and professional we are today. Now, are you thinking about paying it forward through your practice?

Tell Life-Changing Stories, Even if You’re Not a “Natural Storyteller” – Here’s How! With Christine Luken (Ep. 404 )
Top Advisor Marketing Feb 28, 2023

Tell Life-Changing Stories, Even if You’re Not a “Natural Storyteller” – Here’s How! With Christine Luken (Ep. 404 )

Clients and prospects can learn from your experiences. And you don’t have to be a “gifted” or “natural storyteller” to tell a story that changes lives.

“I feel like I know you!” How To Turn Your Twitter Audience into Fans With Thomas Kopelman (Ep. 403)
Top Advisor Marketing Feb 21, 2023

“I feel like I know you!” How To Turn Your Twitter Audience into Fans With Thomas Kopelman (Ep. 403)

Wouldn’t it be nice to actually attract prospects off social media? And without content creation taking over your life?

How To Become a More Influential Advisor With Dr. Daniel Crosby (Ep. 402)
Top Advisor Marketing Feb 14, 2023

How To Become a More Influential Advisor With Dr. Daniel Crosby (Ep. 402)

Every facet of an advisor's job has influence at the heart of it, according to Daniel Crosby. What can advisors do right away to become more influential?

Are You Podcasting Yet? Top Reasons for Advisors To Embrace This Medium With Candice Carlton (Ep. 401)
Top Advisor Marketing Feb 7, 2023

Are You Podcasting Yet? Top Reasons for Advisors To Embrace This Medium With Candice Carlton (Ep. 401)

If you’re not podcasting yet, the question is…“Why not?”

How to Introduce Authenticity into Your Marketing Strategies With Candice Carlton (Ep. 400)
Top Advisor Marketing Feb 7, 2023

How to Introduce Authenticity into Your Marketing Strategies With Candice Carlton (Ep. 400)

People know when they’re being sold to. How can advisors build authentic connections with their audience through marketing and social media?

How to Start Your PR Journey With Megan Carpenter (Ep. 399)
Top Advisor Marketing Jan 31, 2023

How to Start Your PR Journey With Megan Carpenter (Ep. 399)

Big companies spend thousands on marketing and PR strategies. How can smaller companies leverage effective PR strategies without the big price tag?

What Do Your Clients Actually Want? 8 Mindsets That Transform Conversations With Colleen Bowler (Ep. 398)
Top Advisor Marketing Jan 24, 2023

What Do Your Clients Actually Want? 8 Mindsets That Transform Conversations With Colleen Bowler (Ep. 398)

If there’s one thing we could get advisors to stop doing in 2023? Sending clients market commentaries! Your clients already expect you to be the expert in that area. So, what’s actually important to them?

How to Differentiate Yourself from the Sea of Sameness With Andrea Lopez-Schlapia (Ep. 397)
Top Advisor Marketing Jan 17, 2023

How to Differentiate Yourself from the Sea of Sameness With Andrea Lopez-Schlapia (Ep. 397)

With many advisors advertising the same services, businesses struggle to stand out. How can they rise above the noise to prove they have what their ideal prospects need?

Generosity, Humility & Intimacy: The Advisor’s Essential Guide to LinkedIn Relationship-Building With Niki Clark (Ep. 396)
Top Advisor Marketing Jan 10, 2023

Generosity, Humility & Intimacy: The Advisor’s Essential Guide to LinkedIn Relationship-Building With Niki Clark (Ep. 396)

Do you want to start sparking relationship-building conversations on LinkedIn –– and stop hearing crickets?

Your Ultimate Beginner’s Guide to Shooting Videos With Katie Braden (Ep. 395)
Top Advisor Marketing Jan 3, 2023

Your Ultimate Beginner’s Guide to Shooting Videos With Katie Braden (Ep. 395)

Is it really possible for advisors to easily record, edit, and share videos? The answer is yes!

You Can Make Financial Planning Easy and Fun for Clients –– Here’s How! With Reese Harper (Ep. 394)
Top Advisor Marketing Dec 27, 2022

You Can Make Financial Planning Easy and Fun for Clients –– Here’s How! With Reese Harper (Ep. 394)

Wealthy or not, every client has the same question: “Am I going to be okay?” Monte Carlo simulations and flow charts don’t reassure clients. They don’t connect the dots. That’s because these tools were built for advisors – they were never meant for clients.

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