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How To Attract Ideal Clients With a Podcast

If you start your own podcast…

You could end up like Jeremy Keil!

Jeremy used his financial podcast to attract $2.7M in AUM in less than 6 months…


✅  Leveraged several key episodes to quickly close new prospects

✅  Turned new prospects into advocates who refer frequently and enthusiastically

✅  Got introduced to employees at 2 large global companies who were in need of timely advice

✅  Spent less time selling and more time planning and building relationships

✅  Give clients, prospects and COIs access to his advice 24/7

If the benefits of podcasting sound too good, watch our replay, How To Attract Ideal Clients With a Podcast, featuring CRO Matt Halloran and Jeremy Keil, owner of Keil Financial Partners.

Click play below to get started!



What’s New on Social Media: July – September 2020

With social media platforms changing rapidly, it’s difficult to keep up with the latest features and policy changes. That’s why we’ve made it easy for you to stay up to date by creating a quarterly roundup of what’s new on major networking platforms — and how to use these updates to your advantage!

In the third quarter of 2020, social media platforms introduced more ways to stay connected while social distancing. In addition, Twitter and Facebook launched new platforms to encourage people to make informed decisions during the 2020 U.S. presidential election, while LinkedIn started preparing for a major overhaul and Instagram introduced a feature to compete with TikTok.

Read on for more noteworthy social media network changes from July to September 2020!


Maximize Your Cross-Platform Efficiency With Facebook Business Suite

It’s now easier than ever to manage both your Facebook and Instagram Pages thanks to Facebook’s new Facebook Business Suite. This Suite serves as “a single place across mobile and desktop for businesses to access the tools they need to thrive across Facebook and Instagram.”

In the Business Suite, you can post (and draft and schedule posts), respond to messages, view Page insights, and manage ads for Facebook and Instagram in one place. Once you link your Facebook and Instagram business accounts to the Business Suite, you will be able to view updates like critical alerts, messages, comments, and other activity on Facebook and Instagram in one easy-to-access location.

To access Business Suite, log into the Facebook account that’s linked to your business Page. If eligible, you will automatically be redirected to Business Suite when you visit on desktop.

Advisor Action Tip:

If you’re running a Facebook and Instagram Page, streamline your social media management by launching the Facebook Business Suite. That way, you can spend less time logging in to each separate app to manage your profiles and can, instead, see everything you need to know in one place. Learn how to get started with Facebook Business Suite here.

Live Broadcast And Hold Paid Events

Like many others, you may have moved your events into the virtual world during this time of self-isolation. To make it easier to hold events and to connect with your audience on its platform, Facebook now allows you to live broadcast your calls with up to 50 participants via Facebook Live. This live broadcasting is ideal for virtual events like speaker panels and networking events.

In addition, businesses, creators, educators, and media publishers can now earn money from their Facebook Events. Now, Page owners can create events, set prices, and collect payments all in Facebook Live. This is meant to help businesses and creators connect with their customers and audiences during this time of social distancing. Because of COVID-19, Facebook is waiving fees for paid online events for at least the next year, meaning that business owners can keep 100% of the revenue they earn from their events. To use the paid events feature, Pages must meet Facebook’s partner monetization policies

Advisor Action Tip:

If you’re hosting live webinars or events as part of your practice, consider Facebook as a new alternative to Zoom. If you want to host an event for 50 or fewer people, you could accomplish this on Facebook for free — and even earn some money while you’re at it if you qualify for hosting paid events. Learn ways to go live on Facebook, here.


Never Mispronounce a Connection’s Name Again 

Have you ever prepared to meet with someone new, but didn’t know how to address them without risking mispronouncing their name? Well, now LinkedIn has a fix for that! 

In a brand-new feature, LinkedIn has introduced a tool that allows users to record short audio clips of themselves pronouncing their names for their profiles. Once the audio clip is added to a profile, users can click a speaker icon next to their name to hear how it’s pronounced.

Advisor Action Tip:

While this tool can be extremely useful when meeting new prospects and clients, don’t wait for them to do this first! Help those who will meet you, too, by recording your own clip for your profile. That way, when prospective clients come in to meet you, they can do it with confidence! For step-by-step instructions for adding your voice clip to your profile, click here.

Strengthen Your Community on Your Company Page

This quarter, LinkedIn introduced tools to help businesses strengthen their communities through their LinkedIn Pages. Pages now feature a new Community Tab, through which Admins can “connect [with] their employees, highlight upcoming events, and gain invaluable insight about their brand’s followers.” In this tab, you can also celebrate your team by highlighting key accomplishments and employee milestones like promotions, anniversaries, and new hires.

In addition, Pages now include an ‘Events’ tab where all of your “past, present, and upcoming events on LinkedIn” will live. If you’re taking advantage of LinkedIn’s live streaming capabilities, this is where you will find all of your past events!

Advisor Action Tip:

If you have a LinkedIn company Page, make sure your team members are listing themselves as employees so they have access to the Community Tab, where they can connect with their colleagues and celebrate the work you do together.

Lend a Hand to Your Network

This year, many people have encountered challenging times both professionally and personally. That’s why now is a great time to come together as a community and lend one another a helping hand. 

LinkedIn has now made it easier than ever to do just this with their “Helping Hand” feature. This feature allows users to publicize that they’re available to help out, all the while specifying the type of help they can provide — like general help, career coaching, referrals, or resume reviews.

Advisor Action Tip:

Building your social presence is all about engaging with your network in a meaningful way. This is a great time and opportunity to offer the resources and skills you have to help others who might be having a hard time. To get started, click the “Offer Help” button at the bottom of the post composer box to let your network know how you’re available to help! Here’s an example of someone who has offered to help:



Conversation Settings

Twitter is now giving users more control over who engages with their tweets. After testing a conversation settings feature earlier this year, this feature is now available to everyone

With conversation settings, you can control who can reply to your tweets by selecting one of three options: everyone, only people you follow, or only people you mention. However, while this restricts users from replying directly to your tweet, they will still be able to retweet, quote retweet, and like your tweets.

Advisor Action Tip:

If your compliance restricts you from having comments on your tweets, this feature offers a great way to “turn off” replies or moderate who can respond. Even if you don’t need to restrict comments for compliance, knowing that this tool is available to you is always handy for controlling conversation on your tweets, if needed.


Instagram Reels

This quarter, Instagram launched a new feature to take on the increasingly popular app, TikTok. The feature, called Instagram Reels, is “a new way to create and discover short, entertaining videos on Instagram,” which “gives people new ways to express themselves, discover more of what they love on Instagram and help anyone with the ambition of becoming a creator take center stage.”

With Reels, you can create videos to share on the platform by recording and editing 15-second “multi-clip” videos — which you can then enhance with audio, effects, and “new creative tools.” You can publish your Reels in your Feed, Story, or through Direct Messages, and can also share to Instagram’s Explore Page, should you choose.

Pinned Comments

Instagram is now rolling out a new feature that allows you to pin comments to the top of your posts’ comment feeds. With this feature, you can pin up to three comments to the top of a comment thread to “better control the tone of the comment thread through highlighting positivity and moderating more negative and abusive responses that show up below the pinned comment.” To pin a comment, simply swipe left on it to reveal comment options, which include reporting, deleting, replying, and pinning.

Advisor Action Tip:

Pinned comments could be a great addition to your Instagram post — from starting the conversation by pinning helpful comments or answers to a question you asked in your caption, or by setting the tone for the post by pinning positive feedback. Another way you could use pinned comments is to pin the hashtags for the posts to the top of the comment feed to create a cleaner-looking caption.

There is more news, click here for the full report


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How to Write Social Media Posts That Get Clicks

You just made new content that answers a question you get from prospects ALL THE TIME.

Now it’s time to post it on social media!

While writing your social media post, do you…

😰 Worry that your writing won’t persuade people to click on it?

😰 Wonder if your post conveys how helpful your content is?

😰 Wish you had an easy template to follow?

Watch our webinar replay, How to Write Social Media Posts That Get Clicks, with our CRO Matt Halloran & editor Jessica Brown.

You’ll walk away with:

✅ – The formula we use to write 100 posts/week

✅ – 8 questions that lead to click-worthy posts

✅ – Time-saving hacks

✅ – Best practices we swear by

✅ – Ways to make every post easy to read

Click play below to get started!

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4 Ways to Fix Your FrankenMarketing Plan

Do you have multiple focuses and strategies?

Is it costing you more money than you’d hoped?

Is it taking up time that you need to be spending on clients?

Maybe you’ve had to say no to ideas that should have become your core strategies because your budget is spent and you wouldn’t know how to fit them in anyway.

Does this all sound familiar?

Then you might have a FrankenMarketing Plan = a mishmash of tactics that are uncoordinated, unfocused, and taking up way too much of your time.

Imagine having a marketing plan where all of the pieces work together to attract and nurture your ideal prospects.

In our webinar replay, 4 Ways to Fix Your FrankenMarketing Plan, Kirk Lowe, co-founder of Top Advisor Marketing, shows you how to create a marketing plan that’s synergistic, cost-efficient, and easy to run.

Click play below to get started!

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4 Ways to Increase Prospect Quality Over Quantity

Not many advisors complain about having too many prospects.

But here’s the thing.

You have too many prospects if:

  • You don’t know how to tailor your advice to them (because you honestly don’t know what’s important to each person)
  • You can’t increase your value or competitive advantage because you’re too scattered
  • Your team is frazzled by trying to keep up with the volume of prospects (who they also don’t know!)

The solution?

Stop being so hung up on the quantity of your prospects.

Aim for quality instead.

In our webinar, 4 Ways to Increase Prospect Quality Over Quantity, Top Advisor Marketing CEO Matt Halloran will teach you steps that you can use immediately to attract high-quality leads.

Use our formula to give personalized value to every prospect AND turn them into fans who will tell other high-quality prospects about your firm!

Click play below to get started!


What’s New on Social Media: April – June 2020

With social media platforms changing rapidly, it can be difficult to keep up with the latest features and policy changes. That’s why we’ve made it easy for you to stay up to date by creating a quarterly roundup of what’s new on major networking platforms.

In the second quarter of 2020, several social media platforms introduced features to help the world stay connected while staying apart during the COVID-19 crisis. For example, Facebook introduced new virtual meeting places with their “Workrooms’” and “Messenger Rooms,” while LinkedIn launched a feature that allows organizations to host virtual events. 

Read on for more noteworthy social media network changes from April to June 2020!




Manage Your Activity

They say that the internet is forever, but now Facebook is making it easier for you to manage your presence on its platform so you can “more accurately reflect who you are today.” 

You can now archive or trash old posts or photos you no longer want on your profile in bulk through Facebook’s new ‘Manage Activity’ feature. With this feature, you can bulk-manage posts by using filters that will help you find content with specific people or from a specific date range. You can then choose to archive those posts or place them in the trash, where they’ll remain for 30 days before being deleted permanently. 

If you want to keep photos for yourself, users in the U.S. and Canada can also now save their photos and videos by exporting them to Google Photos. You can access this feature by going to Settings> Your Facebook Information> Transfer a Copy of Your Photos and Videos.

Virtual Meeting Spaces

Since more people are working from home than ever, Facebook has launched a feature that allows people to meet virtually with fewer limitations.

With their new “Workplace Rooms” and “Messenger Rooms,” up to 50 people can now video chat on Facebook without any time restrictions. 

With these rooms, you can:

  • Lock the room to prevent others from joining
  • Keep the room open for others to drop-in and join
  • Remove anyone who shouldn’t be on the call
  • Meet with no time limits

You can create or join a room from Instagram Direct, WhatsApp, Portal, Messenger, or Facebook.

Facebook has also launched a new Messenger app for MacOS and Windows. With the app, you can video chat from your computer to stay connected with loved ones around the world with unlimited and free group video calls.

With the app, you can also:

  • Make group video calls on your desktop’s larger screen
  • Call your Facebook contacts without having to know their email or phone number
  • Chat while multitasking on your computer
  • Receive notifications on your desktop
  • Sync your chats across your mobile device and desktop
  • Use Messenger’s Dark Mode and GIFs on your desktop

You can download the app today from the Microsoft Store or Mac App Store




Away Messages

Attention premium LinkedIn users — soon you might be getting a new feature that allows you to set an automated “away message.” With this feature, if someone messages you while you’re away from your profile, an automatic message can be sent to keep your connections and prospective connections engaged until you have time to respond personally. 

LinkedIn Virtual Events

While companies might not be able to hold public events at the moment, they can now hold them virtually with LinkedIn’s new “LinkedIn Live Events” feature. When announcing the new feature, LinkedIn said that they integrated LinkedIn Events and LinkedIn Live to turn the two products into “a new virtual events solution that enables you to stay connected to your communities and meet your customers wherever they are.” With Live Events, businesses can host live streams for their Page followers or Event attendees. To get attendees for your event, you can share your event with your Page followers or send direct invitations to first-degree connections.




Voice Recordings

In June, Twitter debuted a new way to tweet: using your voice. With its new audio tweet feature, you can now tweet up to 140 seconds of audio, which Twitter says will “create a more human experience for listeners and storytellers alike.” 

To make your own audio tweet, select the new wavelength icon in the compose section of Twitter and start speaking. If your audio tweet exceeds 140 seconds, Twitter will automatically start a new audio tweet, adding it to a thread below your original tweet. 

Read Before You Tweet

Have you ever re-tweeted an article without actually having read it? Now, Twitter is encouraging you to read before you Tweet. In a new feature introduced this quarter to “promote informed discussion” and help users to be more aware of what they’re sharing to inspire “healthier conversations,” users will now see new prompts to read their tweet and the linked article they’re retweeting before hitting send. However, this feature doesn’t stop you from retweeting a link without clicking to read it, but instead only suggests that you read what you’re sharing.

Tweet Scheduling

If you have a stash of ideas that you want to tweet, but aren’t ready to share just yet, you will soon be able to schedule your tweets! According to The Next Web, Twitter is rolling out a new scheduling feature to allow users to schedule tweets for specific dates and times. This feature will make it easier than ever to maintain an active account without having to log into the platform to manually tweet each time you want to tweet. Right now, the feature is only available for some users who are using the desktop version of the platform.




Interaction Management

To help curb cyberbullying, Instagram launched new features to help you manage the interactions you have on its platform. 

One of the new features being rolled out will allow users to manage multiple unwanted interactions at once. With this feature, you can delete comments in bulk and block or restrict multiple accounts that post negative comments. 

Instagram has also announced that they will soon be testing a new “Pinned comments” feature to allow you to “amplify and encourage positive interactions” by pinning a comment to the top of a post’s comments feed. In addition, Instagram has begun to release new controls to allow you to manage who can tag or mention you in a comment, caption, or Story. These controls will give you the option to allow everyone to mention or tag you, only people you follow, or no one. 

Live Donations

Thanks to Instagram’s new Live Donations feature, you can now raise money for your favorite nonprofit from the comfort of your home. With this new feature, you can host virtual fundraisers through Instagram Live with “Live Donations,” through which 100% of the money raised will go directly to the nonprofit of your choice. During your Live Donations broadcast, you will be able to see in real-time how many people are supporting your fundraiser and the amount you’ve raised.


That’s it for now! To learn about even more social media changes from Q2, read our full report for April to June 2020 on Influencer Academy.


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Diminishing vs. Expanding Marketing Opportunities in 2020 & Beyond

Does the future of advisor marketing feel unknown to you?

It’s difficult to make marketing decisions if you don’t know which activities to stop –– because they might not make a full comeback after COVID-19 –– and which activities will have tremendous growth and staying power.

In our live webinar: Diminishing vs. Expanding Marketing Opportunities in 2020 & Beyond with Kirk Lowe, founder of Top Advisor Marketing, you will learn how to:

🔹 Understand how marketing will evolve over the next 12-24 months

🔹 Identify marketing opportunities that will diminish or expand

🔹 Determine if you’re doing the right marketing activities to be effective now

🔹 Build a strategy that will leverage existing realities now and for years to come

Click play below to get started now!


Good VS. Bad Advisor Marketing: Tactics to Stop and Start Doing Immediately

Do your marketing tactics strengthen your credibility and amplify your expertise? Or is it possible that your tactics are actually damaging your reputation and costing you time, money, and opportunities?

Financial advisors don’t deliberately use bad marketing tactics. That’s why I’m about to show you the differences between good and bad marketing. 

Let’s begin…


What does BAD MARKETING look like?

  • No clear audience
  • No clear benefits
  • No empathy for what ideal audience is going through
  • No clear story 
  • Inconsistent messaging
  • Inconsistent execution
  • No clear marketing mindset or an undefined strategy
  • Tactics that change without a clear why
  • Focuses on selling versus educating and building credibility
  • Focuses on converting leads versus building relationships
  • No one owns its execution and outcomes
  • Annoys more people than it attracts and engages
  • Creates a “sea-of-sameness” name for yourself in your industry
  • Constantly searching for the next big idea because most of what you touch loses effectiveness quickly or never really worked, or you didn’t stick with it long enough to experience the benefits
  • Focuses on short-term gains
  • Focuses on short-term ROI: direct measurable results that don’t account for long-term marketing benefits

Good marketing is good for your business. Good marketing takes time and requires effort and planning. There are no shortcuts. It builds your credibility, most importantly –– the basis for trust. 


What does GOOD MARKETING look like?

  • Clear audience
  • Clear benefits
  • Clear story 
  • Empathy for what ideal audience is going through because you researched and know your niche
  • Consistent messaging
  • Consistent execution
  • Clear marketing mindset and a defined strategy
  • Tactics that evolve in alignment with a clear purpose/outcome/strategy
  • Focuses on educating and building credibility
  • Focuses on building relationships
  • One person/team owns its execution and outcomes
  • Attracts, engages, and endears people to you
  • Creates a reputable name for yourself in your industry as a person who brings real value to the relationship
  • Focuses on building momentum over time and understanding the direct and indirect benefits of good marketing
  • Understands that keeping a client or inspiring them to refer is often more effective than just focusing on attracting new opportunities
  • You are bought into a long-term strategy and you stick with it
  • You create more value within your niche than other advisors because you are focused; they aren’t


You might be wondering how to jump from good marketing to great marketing. Great marketing can only truly be measured over many years. Great marketing is measured by the momentum it builds year after year. Good marketing done consistently over time keeps getting better and produces more and more results. 

Ready to learn more? Tune into our Top Advisor Marketing Podcast for strategies that you can use right away to shift your marketing into the good category!

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5 Reasons Your Lead Gen Isn’t Effective + How to Fix It

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Are you struggling to identify and find ideal prospects?

Is your team spending too much time chasing leads to set appointments and qualify them?

In our live webinar: 5 Reasons Your Lead Generation Isn’t Effective and How to Fix It, Kirk Lowe, founder of Top Advisor Marketing, will teach you how to:

🔹Attract ideal prospects

🔹Build relationships, not just attract leads

🔹Engage people in your expertise, not just a one-time offer

🔹Expand your short- and long-term prospect opportunities


Watch now to learn more!

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