The Future of Advisor Marketing with Matt Halloran (Ep. 78)
Marketing for financial advisors is evolving faster than ever, with new tools and strategies reshaping client engagement and business growth.
How can advisors prepare for 2025 and beyond while building authentic client relationships?
In this episode of The Advisor Mentorship Podcast, Jeremy Houser sits down with Matt Halloran, co-founder of ProudMouth, to explore game-changing tactics for advisors, including leveraging social media, integrating video content, and mastering active listening to foster deeper connections.
Matt also shares insights from his new book, “Shut the F Up and Listen”, offering actionable advice on transforming communication and marketing approaches to meet modern challenges.
Matt discusses:
- Using video as a critical tool for client engagement and social media visibility
- The growing importance of content marketing and “social proof” in building trust
- The role of AI in enhancing marketing efficiency while maintaining a human touch
- Active listening strategies from his book to deepen client relationships and improve sales outcomes
- Key tips for reallocating marketing budgets to focus on high-impact digital strategies
- And more!
Resources:
Connect with Matt Halloran:
Connect with Jeremy Houser:
- 713-808-8548
- Schedule a Call
- jeremy.houser@simplicitygroup.com
- Advisor Mentorship Program
- YouTube: Jeremy Houser
- Instagram: @jeremyhouser_amp
- InsurMark
- LinkedIn: Jeremy Houser
About Our Guest:
Matt Halloran is a co-founder of ProudMouth, the world’s leading influence accelerator for financial advisors. An in-demand speaker, he’s appeared on over 1,000 podcasts. As well, Matt is the host of ProudMouth’s Top Advisor Marketing Podcast, where he and industry leaders empower advisors to become trusted, recognized authorities. Matt is the author of “The Social Media Handbook for Financial Advisors,” the first social media book for financial services.
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