Celebrating 500 Episodes: Favorite Moments, Marketing Lessons, and What’s Next With Kirk Lowe (Ep. 500)
All good things must come to an end.
In this special milestone episode of the Top Advisor Marketing Podcast, Matt Halloran and Kirk Lowe celebrate their 500th — and surprise! — final episode with you.
Reflecting on seven years of podcasting, they share behind-the-scenes stories, valuable marketi…
The Three Rs Framework: How Top Advisors Attract More Clients with Bill Cates (Ep. 27)
Are you tapping into the full potential of your referrals, or are they just names on a list?
Many financial advisors rely on referrals, but few know how to turn them into warm introductions that lead to real business growth.
In this episode, referral coach Bill Cates shares his proven Three Rs F…
The Financial Advisor's Guide to Repurposing Content (Ep. 28)
Are you struggling to create fresh content all the time?
In this episode, Kristin Harad dives into content repurposing—a strategy that helps financial advisors maximize their thought leadership without burning out.
She breaks down how to take a single long-form blog post, podcast, webinar, or vid…
SEEDS Kristen Luke - Episode 1
SEEDS is a podcast about a set of somatic touch principles that we call Somatic Mindfulness and how it is changing the practices and lives of LMTs and practitioners. Each episode is a brief conversation with someone who has adopted these principles sharing how it’s affecting their work and their vi…
#90 Ric Edelman on Growing Your Financial Practice and Trends Reshaping the Advisor World
In this episode of Top Advisor Podcast, I sat down with one of the most recognized and influential names in the financial services industry: Ric Edelman. From starting as a new advisor to building the largest RIA in the country, (over $300 Billion in assets managed) Ric’s journey is filled with ins…
#91 Standing Out: Niche Marketing for Financial Advisors with Kristen Luke
In a crowded market, how can financial advisors truly stand out and attract their ideal clients? What’s the key difference between a target market and a niche, and why does it matter? In this episode, Referral Coach Bill Cates interviews Kristen Luke, marketing strategist and author of: Uncomparabl…
229. Becoming uncomparable: Why your niche is your superpower
One of the biggest challenges for authors, business owners, and anyone building a brand is leaning into their niche. In this episode, I sit down with Kristen Luke, president of Kaleido Creative Studio and Amazon best-selling author of Uncomparable: The Financial Advisor’s Guide to Standing Out Thro…
The Power of Personal Brand (Ep. 53)
If someone Googled you today, would they trust you more or less?
In a world where vulnerability and authenticity are replacing the old corporate playbook, personal brand has become one of the most powerful differentiators for advisors.
In this episode, you’ll learn why people hire people — not …
How to Define Your Ideal Client for Business Development (Ep. 61)
Do you know exactly who you're trying to reach, or are you heading out into the world without a clear target?
In this episode, Kristin walks through a practical framework for identifying your ideal client before you build your opportunity list.
Listen in to learn how to narrow down your ideal cli…
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