Do you feel like you have to sacrifice time with your family to be a successful business owner?
The good news is that there are enough hours in a day to be an outstanding father and entrepreneur.
In this episode, Matt Halloran talks to Jeff Lopes, the founder of numerous seven- and eight-figure corporations, host of the top-rated entrepreneurial podcast Jeff Knows Inc., life coach, and best-selling author. As a proud father of two, husband, and entrepreneur for the past 25 years, Jeff is here to help fellow entrepreneurs find the perfect balance between their family and business.
Jeff…
Do you have an idea that could change the financial services industry for the better?
With the perfect combination of integration and partnerships, you can bring that idea to fruition!
In this episode, Matt Halloran speaks with Keena Pettijohn, CEO and founder of Lifelogixs Strategic Consultancy Group. Keena tells you how to connect with banks, credit unions, insurance companies, venture capitalists, or even RIAs, to turn your idea into a thriving enterprise.
Keena discusses:
- Why Lifelogixs is a one-of-a-kind consultancy group
- How to turn independent vendors into strategic partners
- Tips for small FinTech companies to implement holistic technological solutions
- What to consider when creating a go-to market for your product or service
The financial services industry has a major diversity issue. While it’s gradually becoming more inclusive, it still has a long way to go before we can truly call it a safe space for every individual.
This episode is an effort to help us get there faster.
In this episode, Matt Halloran talks to Dana L. Wilson, CEO and founder of CHIP Professionals (Changing How Individuals Prosper) and host of The Included Series Podcast. …
Want to live a life of fulfillment and impact? Start believing that your dreams should be real!
In this episode, Matt Halloran talks to Jerome Myers, the preeminent authority on dream realization, founder and head coach of Myers Methods, founder of Dream Catchers, and host of podcasts Multifamily Missteps and Dreamcatchers. Jerome will inspire you to ditch a life of practicality to live out your wildest dreams.
Jerome discusses:
- The life-changing event that helped him find his calling
- Six levels of the proverbial “Red Pill” that will help you achieve your life goals faster
- What stops most people from pursuing their passions — and ways to overcome it
- Why your dreams need not be tied to the money you make
As you grow your practice, maintaining relationships with every client gets increasingly challenging.
But not when you have a solid CRM technology in place.
In this episode, Matt Halloran joins Frantz Widmaier, CEO of Bill Good Marketing, to discuss how advisors can streamline their client communications, use multiple marketing channels at the same time, and leverage comprehensive data to better connect with clients and prospects.
Frantz discusses:
- Ways to seamlessly integrate sales, marketing, and relationship management
- How the Gorilla 5 CRM by Bill Good Marketing can help you grow your practice
- Reasons to incorporate a human element into your CRM
- The future of client communications within the financial services industry
These days, if you don’t have a digital presence, you don’t exist for most prospects. It’s time to create a fully integrated marketing system that’s ever-present and builds relationships.
In this episode, Matt Halloran and guest Marc Rogers, founder of Producers Prospect, talk about how to create a fully integrated marketing system — even if you don’t know where to begin. Marc shares tips on how to grow your business by hosting in-person and virtual events with confidence. Then, he uncovers insights into tactical branding and how to multiply your “A” clients.
Marc discusses:
- Small, but significant and underused, touches that move an event attendee from prospect to client
- Business areas where delegating makes the most sense for advisors
- The growth he has achieved through a modern marketing approach
- Ways to rekindle your passion and rethink your prospecting approach
Are your nerves holding you back from starting a podcast?
Good news: We have a professional podcast host on our team who’s known for helping new podcasters find their groove.
In this episode, Matt Halloran talks to Patrice Sikora, our very own podcast host at ProudMouth. Patrice shares her go-to strategies for putting new podcasters at ease, so they can be themselves and share their expertise with 100% confidence.
Patrice discusses:
- What she always does to help podcasters feel open and relaxed before recording
- How she and her clients work together to prepare for recordings
- How she helps beginner podcasters overcome their fears and become better podcast hosts
- Stories of clients who finally shook off the “fear dust” and are now super engaging behind the mic
Self-discovery is the first step to influencing real change. It gives you a clarity of vision, enables you to share your story, and, ultimately, make a bigger impact.
In this episode, Matt Halloran talks to David Schmeikal, brand strategist, poet, coach, and host of The Gyst Life podcast. They discuss why now, more than ever, experts need to rise above the noise to communicate their values, beliefs, and knowledge to make the world a better place.
David discusses:
- What to do if your work feels misaligned with your core vision
- How to avoid getting trapped in the “sea of sameness” while sharing your story
- How to deal with the fear of failure and keep exploring new opportunities
When life gives you lemons, instead of focusing on how sour they are, try turning them into lemonade.
In this episode, Matt Halloran talks to Kelly Cardenas, business owner, author, Forbes contributor, inspirational speaker, culture coach, and podcaster. Kelly believes that even though he wasn’t rich in money while growing up, he was rich in opportunities. Today, he shares how his optimistic attitude has helped him create unbelievable opportunities and overcome adversities.
Kelly discusses:
- How all great journeys start with a single step
- Why you should always believe that you are perfectly, wonderfully made
- Reasons to give your 100% at any particular moment instead of trying to find a “balance”
- One magic word that will transform your perspective on life’s challenges
When you start associating sales with building relationships and creating influence, it takes your prospect meetings to a whole new level.
In this episode, Matt Halloran talks to Shauna Mace, the founder of Inspire Growth, sales consultant, and Certified High-Performance Coach™, to redefine the traditional sales approach, which often has a negative connotation and feels pushy. They uncover the most important sales fundamentals and explore new ways for advisors to grow sustainably by building trust with prospects.
Shauna discusses:
- How role playing before actual meetings helps you fine-tune your messaging
- The art of listening to uncover the deepest client needs
- Ways to win prospects through passion, authenticity, and vulnerability
- A shift in mindset that will help you embody the modern sales approach
