ProudMouth

When you're unapologetically yourself, you have no competition. Clients want to work with advisors they genuinely like and trust. Sure, they care about the numbers. But they’d rather know you’re paying attention, you’re listening, and you care about their family. So, give yourself permission to be you. Work — and life — get a whole lot better when you break out of the mold. P.S. Big thanks to Brodrick L., host of The Weekly Fintape, for having our co-founder Matt Halloran as a guest! In this episode, they talk about stepping out, showing up, and listening better — as a podcaster, guest, advisor, and person. You can catch it on your go-to podcast app, or through the links in the comments. #BeYourOwnLoud #TheWeeklyFintape #AdvisorMarketing

Listen, I say this with love, but your thinking is backwards. At first, DIYing your podcast may seem like the best way to save a little bit of cash, but maybe you’ve got it backwards! Juggling too many hats can lead to some serious burnout and you end up draining the freakin life out of yourself! Just for kicks, let’s say you really want to learn how to record audio, edit videos, graphic design, EQ, and more along with the remaining 10 other jobs podcasting comes with? How many years do you think you could do that before smashing your head against a keyboard? Remember, all of these new jobs you hired yourself for do not include the cost of pricey software and equipment you have to purchase. Average DIYers with quality podcasts spend countless hours of lost time along with upwards of 5-10 thousand dollars inclusive of costs associated with: Microphones and interfaces Editing software including countless subscriptions Hosting platforms to distribute your episodes Depending on the size of your podcast, did you know that a 1-hour episode can take up to 12 hours to edit with the help of 4-9 people inclusive of creating quality audio, video, social content, distribution, marketing assets, and more? You need to decide what your time is really worth. In the beginning, the DIY route might seem like a great way to save cash but the hidden cost financially and emotionally more times than not, outweighs the initial savings. Here’s the truth, your audience doesn’t care if you do it yourself. They care more about the value you bring to that mic. Let professionals like myself (wink wink) and ProudMouth take care of the heavy lifting with our Managed Influence Acceleration Service so that you can focus on what really matters, spending more time growing your business and enjoying the creative process

“We see a spike in deaths after retirement because four-fifths of people's happiness just falls away,” Dr. Daniel Crosby, Ph.D. says. When your clients think about retirement, they probably hyper-fixate on leisure. You know — that dream of retiring to a quiet cabin in the mountains 🏔️ But leisure is only *one* pillar of a person’s well-being. What *actually* leads to life satisfaction in retirement? Drawing from Dr. Martin E.P. Seligman’s 5 pillars of well-being, your clients need: 1. Positive Experiences (e.g., leisure –  but people focus too much on this one) 2. Engagement  3. Relationships  4. Spirituality 5. Advancement Most of these ingredients for well-being are naturally met at work, and yet, they often go unplanned for in retirement. “It’s time for a new conversation about wealth and retirement readiness,” says Dr. Crosby. — In our new episode of the Top Advisor Marketing Podcast, Dr. Crosby — psychologist, behavioral finance expert, and author of “The Soul of Wealth” — encourages you to rethink your role as an advisor — and the conversations you’re having with clients — to help them achieve life satisfaction. Play the full episode on your favorite podcast player or click the link below ⤵ #BeYourOwnLoud #FinancialAdvisors #AdvisorMarketing

Are you talking AT your clients with charts and jargon? Or are you genuinely CONNECTING with them? In this latest episode of the Top Advisor Marketing Podcast, Matt Halloran chats with Joe Steuter from Intention.ly about why the most powerful tool in your toolbox is…wait for it…empathy! 🙌 Top takeaways you won’t want to miss: 1️⃣ Soft skills are your future. Knowing your stuff is important, but your clients need to feel understood, not overwhelmed with technical details. 2️⃣ If you’re not clear on who you are as a business, your message will miss the mark. Define your values first. 3️⃣ Intentionality matters. When your message aligns with your values and client needs, you become magnetic. 4️⃣ It's not about the LEADS, it's about the right CONNECTIONS. Play the clip below to hear how going straight to marketing amplification without clarity results in empty efforts (and what approach to take instead). Joe brings the wisdom — and the wit — so tune in to learn how to deepen your client relationships and make your message really resonate: https://bit.ly/4fha1TF #BeYourOwnLoud #FinancialAdvisors #AdvisorMarketing

Not using video in your content? You might be missing out on a huge growth opportunity! Video is quickly becoming the way people prefer to engage with podcasts: 🤯 64% of new podcast listeners prefer video first, according to RiversideFM. 🤯 72% of weekly listeners (ages 13+) watch videos while they listen, according to Edison Podcast Metrics. Your listeners crave a visual connection, and this is your chance to deliver it! ⏰ TOMORROW at 2pm EDT, get pro video tips from industry experts — Katie Braden, CFP® of Advisor Video Marketing and Christopher Leveck, ProudMouth’s go-to Podcast Strategist & Account Manager. Led by our Podcast Expert Matt Halloran, they’ll share strategies for using video to grow your audience and make a bigger impact with your content. Register now and discover how to really make your content stand out! https://bit.ly/4fvoFqz #BeYourOwnLoud #AdvisorMarketing #FinancialAdvisor P.S. Can’t make the date? Register to get the replay 🙌

Financial advisors, it’s time to have a heart-to-heart about... well, your heart-to-heart skills. In the latest episode of the Top Advisor Marketing Podcast, Matt Halloran talks to Joe Steuter — Chief of Communications at Intention.ly — about how empathy and authentic conversations are your keys to winning over clients (yes, more than your fancy pie charts). Joe shares some serious knowledge on why soft skills are the future and how crafting intentional, meaningful messages can take an advisory practice from “meh” to “memorable.” Trust us, your clients are NOT just looking for a financial plan — they’re looking for a connection. So give them one. Tune in to hear: ✅ Why emotional connection beats technical talk every time ✅ How to create messaging that aligns with your core values and speaks to your ideal client ✅ Why soft skills are the next big thing in financial advising A huge thank you to Joe for sharing his expertise and valuable insights! Play the full episode today: https://bit.ly/4fha1TF #BeYourOwnLoud #AdvisorMarketing #FinancialAdvisor

The Future Proof festival was “overwhelming in such a good way,” Matt Halloran said in this fun interview with Elena Krasnow of StreetCred PR 🤩 Watch this clip to hear Matt’s impression as a first-time attendee of Future Proof — and discover *three new ways* ProudMouth is helping advisors stop being the best-kept secret 🎉 Get in on this exciting news! #BeYourOwnLoud #FutureProofFestival #AdvisorMarketing P.S. Matt’s favorite food truck = Anything serving tacos! 🌮What’s your favorite festival snack?

Grow your advisory firm? Without sacrificing work-life balance?! In the latest episode of the Top Advisor Marketing Podcast, Matt Halloran talks to Kristin Harad, CFP®, founder of Full Advisor Coaching. She’s sharing the blueprint for navigating the tricky "messy middle" of growth: Where you're juggling scaling your team, converting leads, and keeping clients happy without losing yourself in the process  🙌 Kristin doesn’t just talk about marketing, she focuses on creating a business ecosystem where every part of your client journey works in harmony — from lead generation to client retention. Whether you're struggling with business development, client conversions, or team management, Kristin's advice can help you streamline your processes and grow smarter. Check out the full episode on your favorite podcast player or through these links: Audio 🎧 https://bit.ly/4gYQg4K Video 📺 https://bit.ly/3YtPLZu #BeYourOwnLoud #FinancialAdvisors #AdvisorMarketing

❌ Stop making this mistake if you want to INCREASE the # of comments on your LinkedIn posts: Asking complicated questions 😖 People *want* to engage with you — but without spending too much time or effort. (We’re all busy.) ✅ Want to encourage more conversations? Make your questions super accessible (no soul-searching required). When writing your LI posts, put every question to the test: 1. Can *you* answer it? (Do you feel comfortable and enthusiastic? Is the wording clear?) 2. Can you answer it in just a few words? What should number 3 be? #BeYourOwnLoud #FinancialAdvisor #AdvisorMarketing

Want more leads from your podcast? Today at 2pm ET, Matt Halloran & Jessica Brown will show you what works! You don’t want to miss this! We're sharing practical tips to turn skeptics into raving fans who become clients 🤩  Whether you’re already podcasting or thinking about starting, this session will give you instant strategies to build stronger connections, grow your credibility, and guide listeners toward becoming clients. There’s still time to register, but not much. Don't miss this chance to make your podcast work harder for your business! Register now ➡️ https://bit.ly/3Y9x4d4 #BeYourOwnLoud #AdvisorMarketing #FinancialAdvisor