About
Articles by Matt
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Houston, We Have a Liftoff! Podcasting Company Launches an Online Academy to Accelerate Financial Advisors’ Influence
Houston, We Have a Liftoff! Podcasting Company Launches an Online Academy to Accelerate Financial Advisors’ Influence
By Matt Halloran
Contributions
Experience & Education
Licenses & Certifications
Volunteer Experience
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Member Of The Board Of Advisors
Public Media Network
- 4 years 11 months
Civil Rights and Social Action
Public Media Network is a dynamic community of individuals, special interest groups, nonprofit and government organizations who value the power of authentic voices in media.
Join in and add your voice to the larger community dialogue and gain media skills.
Whether you are a novice or are skilled in media production, Public Media Network provides a supportive space for you to create community-focused media. Our volunteer-driven production culture welcomes you to use media to tell…Public Media Network is a dynamic community of individuals, special interest groups, nonprofit and government organizations who value the power of authentic voices in media.
Join in and add your voice to the larger community dialogue and gain media skills.
Whether you are a novice or are skilled in media production, Public Media Network provides a supportive space for you to create community-focused media. Our volunteer-driven production culture welcomes you to use media to tell stories that inspire, inform, and make a difference in the community.
Our media center provides you with access to high definition media production resources for you to create, connect, and collaborate with others.
Our Mission
Public Media Network empowers people through media to amplify creative expression, community dialogue, and cultural understanding.
Our Vision
Is for a vital civic media hub that builds an engaged community. -
Volunteer
Loaves and Fishes
We helped feed local Kalamazoo residents. We package up donations and help prepare them to be shipped to other food banks.
Publications
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The 99 Best Ideas for Financial Services Professionals
ISN Works
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.
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Financial adviser bracketology
Investment News
Do you want to be Wichita State or Duke?
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7 steps to finding prospects on LinkedIn
Investment News
LinkedIn is the place for businesses to connect, but how many connections do you have with potential clients?
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Client prospecting tool using LinkedIn sparks debate
Investment News
Automation may appeal to LinkedIn 'Lions,' but many advisers prefer the personal touch
Other authors -
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How to get rid of a toxic employee
Investment News
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.
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If you want it, here it is. Come and get it
Investment News
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.
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Anybody can have a blog but not everybody should
Investment News
Advisers should only create a blog if they have something unique to say, coach suggests.
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Regulators must rethink LinkedIn lockdown
Investment News
Regulators has become a misguided helicopter parent that will not let our industry mature and grow
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Does your practice need coaching?
Investment News
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.
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Stop Guessing: Ask What Clients Want
www.financial-planning.com
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.
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Your Facebook strategy for your practice should be different from your Twitter and LinkedIn approaches, with a more personal touch.
Financial Planning Magazine Online
“Facebook needs to be more personal,” says Matthew Halloran, advisor coach and author of The Social Media Handbook for Financial Advisors.
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Why Large Financial Services Companies Need to Empower Their Advisors to Join the Conversation on Social Media
European Financial Review
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…
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.
Other authorsSee publication -
10 Keys to Becoming (and Remaining) a Successful Financial Advisor
Financial Planning Online
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…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 -
Charitable Planning: 7 People Who Benefit The Most
Financial Planning Online
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…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. -
YOUR PRACTICE-Working around your firm's ban on social media
Reuters.com
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.
Other authorsSee publication -
When Did Billion Become a Bad Word?
Financial Planning Online
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.
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10 Things Advisors Need to Know About Charitable Giving
Financial Planning Online
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
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10 Critical Social Media Tips for Advisors
Financial Planning Online
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.
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The Social Media Handbook for Financial Advisors: How to Use Facebook, Twitter, and LinkedIn to Build and Grow Your Business (Bloomberg Financial)
Bloomberg Press/Wiley Publishing
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…
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.Other authorsSee publication -
Are You A Hunter, Mathlete Or Tweeter?
Wall Street Journal
Big brokerages are asking lots of their advisers to take a good look at themselves.
Other authorsSee publication -
Buying a Practice? 5 Important Valuation Questions
Financial Planning
The selling advisor always thinks their practice is worth a lot more than it is and valuation companies seem to agree.
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