File it under “Too much of a good thing.” Referrals? Good. Fantastic, in fact. In theory. Organic growth by word-of-mouth is the goal. It’s virtually hands-free, affordable, and works for businesses small, medium, and large. It’s the great equalizer. But before you get to the point of having a…

Referrals are the lifeblood of new business and organic growth. But can it ever be too much of a good thing? Absolutely. In fact, referrals can quickly become a curse if you’re not careful. You can drown in a sea of less-than-ideal referees while believing that you’re building your…

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 their feelings about their future, their plans, and yes, even you. In this episode, Matt…

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. In this episode, Matt Halloran is joined by Sean Brown, president and CEO at YCharts, to discuss the changing…

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 tempting, but you’re paying for their system and their audience, when you should be building…

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 of practice, referring them out is one of the most caring things you can do. In…

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? In this episode, Matt Halloran talks to Adam Cox, the Chief Wealth Management Officer at The First…

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 influential. In this episode, Matt Halloran and Kirk Lowe make the case for pursuing influence to become a trusted, recognized authority. They explain how to create an audience of raving fans who know you, like you, and trust you — with no internet fame needed! Plus, reasons to run away from “easy button” marketing.

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. In this episode, our guests David and John reveal what they’ve learned from publishing over 400+ episodes of what’s become the “#1…