Where you’ll learn how to stop the sales cycle insanity and become the trusted authority you’re meant to be. Hosted by our CRO and in-house podcasting expert, Matt Halloran. Brought to you by ProudMouth.
What’s your strong suit?
As a financial advisor, you're juggling more hats than a circus performer – marketing, client relationships, and, of course, your core expertise. But here's the catch: if yo…
You know that you need to create valuable and compelling content. You know that you need to share it and get it out there. You know you need to speak directly to your ideal client, and solve their pr…
If you’re like most financial advisors, you may be hesitant to launch your podcast and engage in influence-building activities because you’re afraid of compliance issues.
But here’s the thing: not o…
The only constant is change.
And that change is happening these days at an unprecedented pace. Wealth transfer, the rise of the younger generations, the arrival of artificial intelligence, and the m…
An advisor's first task is to listen and communicate effectively. But do you really know how to do that?
You’ve probably heard the expression “you have two ears, but only one mouth, so you should be …
Artificial intelligence is not some future concept. It’s here. Are you eagerly playing around with it and exploring its potential, or are you hanging back and waiting for the AI apocalypse that many …
So, what’s your brand? Answer that question, and you’ll likely mention your color palette, tagline, logo, and perhaps a descriptor or two (We’re playful! But also very professional!).
Done and done,…
Are you asking for feedback from your clients? Probably. But are you asking for input?
One helps you improve, while the other allows you to better understand not just their financial goals, but also…
Are you still doing the same thing with your clients that you’ve been doing for the past decade? Have you noticed an uptick in client churn?
That’s not a coincidence.
Lead gen companies offer a quick and easy product, but are you really getting what you think you’re buying? Does it check all the boxes if you look a little closer?
Their easy-button solution is tem…
Do you ever catch yourself playing the role of marriage counselor with your clients? Or how about the role of mental health practitioner?
Consider this. When your clients’ needs go beyond your scope …
Are you still waiting to get your voice out there? Maybe you’re stuck because you believe your content will “never be good enough.”
How do you push past perfectionism and publish anyway?
Advisors, you don’t need to become an influencer to attract ideal clients. Living on social media and promoting other people’s products and services? No thanks!
Instead, focus on becoming more influe…
David Auten and John Auten-Schneider started Queer Money Podcast almost 10 years ago to fill a need.
No one was talking to the queer community about finances.
You might be posting on social media, but are your ideal prospects actually seeing any of it?
If not, it’s going to be tough to build relationships with them.
You’ve probably heard about the positive impact niching can have on your business. But maybe you’re still hesitant to niche. Won’t it impact your potential revenue?
00:28:27 |
Tue 27 Jun 2023
Disclaimer: The podcast and artwork embedded on this page are the property of Matt Halloran, CRO at ProudMouth. This content is not affiliated with or endorsed by eachpod.com.