Have you ever been in a client meeting where you hesitated to say "I don't know," so you gave a half-baked answer that you wished you hadn't?In reality, being unsure can be a strength — when channeled effectively.

Avoid Costly Mistakes & Build Your Marketing Foundation First With John Wernz (Ep. 462)

10 days ago 28m 32s

You know what marketing is, right? But what about the difference between foundational and growth marketing?

How Storytelling Builds Unbreakable Client Relationships With John Bucher (Ep. 461)

17 days ago 30m 35s

We all love a good story. In fact, we’re hardwired for it.But how can advisors use storytelling to create stronger connections, build trust, and more effectively guide their clients?

Discover the Language of Referrals With Bill Cates (Ep. 460)

24 days ago 28m 11s

Are you struggling to get valuable referrals from your clients? Have you tried the power of introductions?

Write a Book and Stop Chasing Prospects (It’s Surprisingly Easy!) With Paul McManus (Ep. 459)

1 month ago 28m 6s

Have you ever considered using a book to elevate your credibility and influence?

How To Get More Clients and Turn Them Into Raving Fans With Jack Martin (Ep. 458)

Mar 12th, 2024 27m 59s

How can financial advisors significantly grow their business in a competitive market while providing exceptional client experiences?By starting with this podcast.

Building a More Inclusive Financial Services Industry With Sheryl Hickerson (Ep. 457)

Mar 5th, 2024 28m 11s

We know that inclusion, equity, and diversity are important. But why? Why do diversity, equity, and inclusion (DEI) matter in financial services? And how can we make this industry a more welcoming space for women and people of color?

Insider Secrets for Accelerating Growth With Jon Kuttin (Ep. 456)

Feb 27th, 2024 32m 41s

What are some proven tactics and strategies that advisors can employ to accelerate growth and achieve their goals?

Top 5 Concerns That Stop Advisors From Podcasting — And How to Solve Them! With Kirk Lowe (Ep. 455)

Feb 20th, 2024 28m 28s

Struggling to get your podcast off the ground? We get it!

The Most Important Page You’re Ignoring on Your Website With Manda Szewczyk (Ep. 454)

Feb 13th, 2024 31m 12s

Pop quiz: what’s the most visited page on your website? It probably won’t surprise you to know it’s the homepage. But what about the second most visited? Any guesses?It’s your About Page.

How to Earn the Right Podcast Appearances — and Truly Deliver! With Chloé Moore (Ep. 453)

Feb 6th, 2024 26m 56s

Anyone can be a guest on other people’s podcasts. But not everyone is a great guest or appears on the right podcasts. But that’s a skill set that can be learned.

Navigating the Advisor’s Journey to Independence With Chuck Failla (Ep. 452)

Jan 30th, 2024 33m 47s

If you’re considering breaking free and going the independent route, this episode is a can’t-miss.

Proven Marketing Strategies for Today’s Growth-Minded Advisors With Diana Cabrices (Ep. 451)

Jan 23rd, 2024 26m 13s

Feeling frustrated that your marketing isn’t working?Just 30 minutes of listening to this episode can change your business!

How To Seize the Unbelievable 401(k) Opportunity for Advisors With Rebecca Hourihan (Ep. 450)

Jan 16th, 2024 25m 12s

Quick question for you: what percentage of advisors are retirement plan advisors in the United States?Less than 3%. 2.3% to be precise. But the retirement plan market is booming, with assets expected to double by 2033, and 2.5 million new pla

Our Top 5 Marketing Predictions for 2024 With Kirk Lowe (Ep. 449)

Jan 9th, 2024 25m 44s

No one can know the future with any certainty.But that doesn’t stop us from trying.

Why Video is the New Non-Negotiable Tool for Financial Advisors With Akeiva Ellis (Ep. 448)

Jan 2nd, 2024 30m 1s

Lights, camera, action! Don’t let that phrase send a chill down your spine. Video is having a moment, and you can’t afford to ignore it.

Why Video is the New Non-Negotiable Tool for Financial Advisors With Akeiva Ellis (Ep. 448)

Jan 2nd, 2024 30m 1s

Lights, camera, action! Don’t let that phrase send a chill down your spine. Video is having a moment, and you can’t afford to ignore it.

Our Top 10 Episodes of 2023 With Kirk Lowe (Ep. 447)

Dec 26th, 2023 44m 21s

It's time to celebrate the greatest hits of 2023 on the Top Advisor Marketing Podcast.

Our Top 10 Episodes of 2023 With Kirk Lowe (Ep. 447)

Dec 26th, 2023 44m 21s

It's time to celebrate the greatest hits of 2023 on the Top Advisor Marketing Podcast.

The Expert Guide to Breaking Up with Your Broker-Dealer with Alanah Phillips (Ep. 446)

Dec 19th, 2023 29m 21s

Is it time to break up? As an advisor, it can be hard to know when – and especially how – to break up with your broker-dealer.

The Expert Guide to Breaking Up with Your Broker-Dealer with Alanah Phillips (Ep. 446)

Dec 19th, 2023 29m 21s

Is it time to break up? As an advisor, it can be hard to know when – and especially how – to break up with your broker-dealer.

Scale Credibility and Save Time With the Atomic Content Method With Kirk Lowe (Ep. 445)

Dec 12th, 2023 30m 54s

Imagine having a content creation superpower that lets you share your financial expertise with the world without being chained to your desk all day. This is exactly where the "five-step Atomic Content method" comes in. With the Atomic Content

Scale Credibility and Save Time With the Atomic Content Method With Kirk Lowe (Ep. 445)

Dec 12th, 2023 30m 54s

Practicing Mindfulness for More Authentic Client Connections With Saundra Davis (Ep. 444)

Dec 5th, 2023 27m 27s

You can’t take care of someone else until you start taking care of yourself. And that’s equally true for both personal and professional relationships.

Practicing Mindfulness for More Authentic Client Connections With Saundra Davis (Ep. 444)

Dec 5th, 2023 27m 27s

You can’t take care of someone else until you start taking care of yourself. And that’s equally true for both personal and professional relationships.