Matt Halloran

After coaching and consulting hundreds of offices, we know advisors want ideas. Most advisors feel they are alone on their own island and need great new ideas to help them run their businesses, market to new clients, and communicate to existing clients. This is the book for the advisor who always wants to stay ahead of the game.

Do you want to be Wichita State or Duke?

LinkedIn is the place for businesses to connect, but how many connections do you have with potential clients?

Automation may appeal to LinkedIn 'Lions,' but many advisers prefer the personal touch

You know who they are and you know they are holding back your practice. This article talks about how to get ethically rid of a toxic employee to save your sanity.

As I do almost every year at about this time, I listen to Napoleon Hill's, “Think and Grow Rich.” Every time I do, I have another epiphany.

Advisers should only create a blog if they have something unique to say, coach suggests.

Regulators has become a misguided helicopter parent that will not let our industry mature and grow

Many people ask what is the difference between our coaching and other programs. This article explains what a life coach in the financial services does.

For many years top advisors have been telling you what your clients want, what they need, what forms of communications to use, types of events to host, how frequently to communicate, all the way down to what you and your staff should be wearing. But what works for a practice in one area might not be appropriate in another. The only way one can really know, is by asking clients and prospects in each area directly.

“Facebook needs to be more personal,” says Matthew Halloran, advisor coach and author of The Social Media Handbook for Financial Advisors.

It is old news that the financial services industry is extremely behind the curve when it comes to the adoption of social media as a branding, marketing, and sales tool – particularly those involved in sales of securities and financial advisory services. However, a wide disparity of social media use exists between independent financial advisors and those at the largest financial companies with independent advisors being active for quite some time. While a level of caution and care is expected… Show more

It is old news that the financial services industry is extremely behind the curve when it comes to the adoption of social media as a branding, marketing, and sales tool – particularly those involved in sales of securities and financial advisory services. However, a wide disparity of social media use exists between independent financial advisors and those at the largest financial companies with independent advisors being active for quite some time. While a level of caution and care is expected of the industry managing and guarding our wealth, if the biggest names in financial services do not take action soon, it may be too late. Show less

After working under one of the most successful advisors in our industry, Matthew Halloran took time, studied, read, and reviewed all of the top financial advisors he worked with over the years and found these ten things are the keys to being a top advisor.

Matthew Halloran, MS, Certified Coach is the President and Founder of Top Advisor Coaching, a company that coaches advisors to become the best they can be using their own skills, tools, and talents. Be your best, not a clone of… Show more

After working under one of the most successful advisors in our industry, Matthew Halloran took time, studied, read, and reviewed all of the top financial advisors he worked with over the years and found these ten things are the keys to being a top advisor.

Matthew Halloran, MS, Certified Coach is the President and Founder of Top Advisor Coaching, a company that coaches advisors to become the best they can be using their own skills, tools, and talents. Be your best, not a clone of another. www.topadvisorcoaching.com Show less

Over the next 10 years, advisors will help their clients facilitate the largest wealth transfer in the history of our nation's history and charitable planning will become an increasingly larger and more important part of that service.

But it's often the least appreciated - and utilized - tool in most advisors' toolkits.

All parties involved with a planned benefit gift come out on the winning side, so no one should be judgmental or ashamed, according to author and advisor coach… Show more

Over the next 10 years, advisors will help their clients facilitate the largest wealth transfer in the history of our nation's history and charitable planning will become an increasingly larger and more important part of that service.

But it's often the least appreciated - and utilized - tool in most advisors' toolkits.

All parties involved with a planned benefit gift come out on the winning side, so no one should be judgmental or ashamed, according to author and advisor coach Matthew Halloran.

In fact, it can be a great and honorable way to build your business.

Here are the seven people or entities that benefit the most from charitable planning.

Source: Matt Halloran, MS, Director of National Development for GIVE Strategy. Show less

Financial advisers whose employers do not let them use social media sites for business can still benefit from setting up personal profiles, according to a new book.

Did you ever wonder why the word "billion" seems to elicit a terrible feeling in your gut? Do you remember when a billion dollars seemed like so much money it was unattainable? Do you remember when a millionaire was considered really wealthy? Now, a millionaire is not rich and a billionaire must have done something evil to become one.

Advisors consistently underestimate how important philanthropy is to their clients. Here’s what you need to know to avoid making the same mistake.Also see: The Art of Conversation: 8 Tips for Successful Advisors5 Financial Advisors Caught in the SEC’s Crosshairs9 Ways to Keep Clients From Overspending in Retirement9 Steps to Grow Your AUM With LinkedIn

Advisors want to use social media, but many remain overwhelmed about where to start and how to succeed. Matthew Halloran, one of the industry's top advisor coaches, offers some simple solutions. Join him as he uncover how producers can use social media and digital marketing to grow their businesses confidently, compliantly and conveniently.

Social media is everywhere. 3.5 billion pieces of content are shared on Facebook each week, 22 million professionals are networking on LinkedIn, and 140 million tweets are posted every day. The opportunities these platforms present for financial advisors are huge, but most advisors have no idea how to use them to build bigger, stronger client bases. The Social Media Handbook for Financial Advisors: How to Use Facebook, Twitter, and LinkedIn to Build and Grow Your Business shows how to make the… Show more

Social media is everywhere. 3.5 billion pieces of content are shared on Facebook each week, 22 million professionals are networking on LinkedIn, and 140 million tweets are posted every day. The opportunities these platforms present for financial advisors are huge, but most advisors have no idea how to use them to build bigger, stronger client bases. The Social Media Handbook for Financial Advisors: How to Use Facebook, Twitter, and LinkedIn to Build and Grow Your Business shows how to make the most of these new tools, offering invaluable advice about how to connect with potential clients in the twenty first century.

For most advisors, converting prospects into clients is their top priority, and social media presents incredible opportunities for sealing the deal. Sales don't happen because clients are impressed by complicated charts, they happen because they're impressed by your social media presence, and by properly understanding how to make these new platforms work for you, you'll be positioned to see your business boom. Show less

Big brokerages are asking lots of their advisers to take a good look at themselves.

The selling advisor always thinks their practice is worth a lot more than it is and valuation companies seem to agree.