In this episode, Angie Wisdom interviews Matt Halloran, co-founder of Proud Mouth, about the challenges financial advisors face in marketing themselves and the importance of being authentic. They discuss the impact of social media, the need for 20 touch points to build relationships, and the shift from product-focused selling to advice and relationship-focused marketing. Matt shares the perfect content formula and the importance of storytelling, entertainment, education, and call to action in content creation. They also explore the significance of authenticity, attraction marketing, and the grind of outdated marketing methods. The conversation covers the challenges and strategies of content marketing, emphasizing the shift in marketing dynamics and the importance of authentic, organic content. It also delves into the significance of building relationships, leveraging referrals, and the impact of content marketing on client acquisition and growth. The conversation concludes with insights on personal branding, delegation, and the value of professional development for team members.

Takeaways

• Financial advisors can overcome marketing restrictions by being authentic and following compliance guidelines.

• Building relationships in the digital age requires 20 touch points, emphasizing the need for an ever-present and omnipresent online presence.

• The shift in financial advising from product-focused selling to advice and relationship-focused marketing is essential for attracting and retaining clients.

• The perfect content formula includes storytelling, entertainment, education, and a call to action, providing a framework for effective content creation.

• Authenticity and attraction marketing play a crucial role in building trust and connecting with clients, while outdated marketing methods can make client acquisition more challenging. Content marketing is not an instant gratification strategy and requires a long-term approach.

• Authentic, organic content is essential for reaching and engaging with the target audience.

• Leveraging referrals and building relationships are key components of successful content marketing.

• Delegating marketing responsibilities to team members can empower and support the growth of the business.

• Professional development and education for team members can enhance their ability to support the business's marketing efforts.

Connect with Matt Halloran:

@proudmouth on Instagram

www.proudmouth.com

https://www.linkedin.com/in/matthalloranpm/