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More than just compiling a list of tactics and getting it done. Its about – What are you building? – Why are you building it? – What areas are you focusing on? – What needs to get done? – Who is going to do it? – When is it going to get done by? – [...]

Kirk and Matt define what success means to them and how it relates to financial advisors. They also talk about the need to make some uncomfortable decisions to achieve what is important to you. Success is personal. You have to be able to define success for yourself and it cant be just one thing. Success [...]

Teresa Leno from Fresh Finance joins Kirk and Matt in talking about how newsletters and content creation can and should be used in todays market; everything from print to web to social media. With respect to newsletters in particular, valuable information is provided with respect to frequency, timeliness, length, engagement, content and platform. The best [...]

Matt interviews Kirk on 3 key topics – The biggest marketing mistakes most financial advisors make some common sense examples and solutions – The characteristics of a marketing client that is poised to change and improve – the top 3 rules for achieving marketing success This podcast contains a ton of nuggets on achieving success [...]

Kirks speaks to his definitions of traditional marketing. Things like: Print, Radio/TV ads, Direct Mail, Face to Face, Networking TV/Radio Show, Seminars, Referrals, Public Relations, Telemarketing -andgt; All trying to sell something. He then brings in his Modern Marketing definition: Online adds, Email, Social Media, Podcasts, Webinars,  Introductions, PR -andgt; Overarching purpose is not to [...]

Kirk and Matt talk about the must-have foundational needs to build a solid marketing portfolio. They dig deeply into some common key questions to make them easy to answer. Who are you? What do you do? Why do you do it? Why do I care? How do you articulate who you are? How do you [...]

In this episode, Kirk and Matt start by diving a little deeper into Hits, Touches and Moments.  They then quickly get into hands on experience about how some financial advisors have excelled in building Moments with their clients.  Memorable events that have impact and relevance to their clients individual hopes and dreams.  They talk about [...]

Kirk and Matt give some Client Experience examples and relate these specifically to Financial Services. Using words like its all about you experience and community. Todays Experience means focusing on intangibles like style, feel, comfort, reliability. Sales used to be about: Product, Place, Price, and Promotion. Now its Solution, Access, Value and Education. The Experience [...]

Finding Your Unique Audience – Matt and Kirk discuss some filtering questions you can ask yourself to help define who it is you both enjoy working with and are profitable. This sets the stage for receiving elegant introductions (referrals). Links noted in podcast: Advanced Client Segmentation (Investment News): http://www.investmentnews.com/article/20140717/BLOG17/140719930 Mirror Mirror – by Leo Pusateri: [...]

Realistic Marketing Expectations – Matt and Kirk review how marketing expectations can fuel or drown your marketing initiatives and inspiration. Learn how to set and manage expectations and how to focus on building momentum. They discuss a game plan for getting started and escalating your marketing so youll be a force for years. They also [...]

Communicating Your Brand – Kirk and Matt talk about the importance of having a good marketing story, the importance of how you articulate it, and how to integrate that with your marketing plan. They discuss why your message should precede deployment and how it can save you thousands and boost your long-term marketing effectiveness.  It [...]

Cold Calls to Content Brawls –  A quick look at cold calling – why some advisors still do it and why there is a better way – followed by a broad discussion on content building. Matt and Kirk talk about content mediums and share insights about what content works for practices they’ve helped.

Niche Audiences – When you want change the paradigm about doing everything for everyone. It includes a general discussion on some of these five most common business model shifts – Just work with A clients – define ideal client and just work with them – Work with As and have a quota for B – [...]

Referrals – The necessity of having a referral program in place. Kirk and Matt briefly discuss the benefits of a referral program then go present options and details about how referrals can and do work in todays financial services industry.