Your marketing approach shouldn’t just reach an audience. It should transform that reach into meaningful engagement, referrals, and partnerships.

In part three, Matt Halloran and Kirk Lowe guide listeners through the essentials of years two and three of a long-term marketing plan.

This installment builds on the foundation laid in the previous episodes, sharing actionable strategies to expand your reach, deepen client relationships, and boost credibility through referrals, partnerships, and targeted PR. They also discuss techniques to engage local influencers, refine calls-to-action, and incorporate media promotion, making a case for both organic and paid growth approaches.

Matt and Kirk discuss:

The importance of consistency and adaptability
Why it’s crucial to keep your branding relevant, update referral networks, and expand your expert connections
How to leverage centers of influence
Why you should be hosting events (hint: deeper connections)
What a strategic partnership is, and why you need them
And more

Resources:

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Connect With ProudMouth:

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About Our Guest:

After decades spent helping build and market successful financial services brands, Kirk Lowe recognized the increasing role and importance of influence in the rapidly expanding Expertise Economy. Successful financial advisors harnessing the power of podcasting, video, social media and progressively building their influence were attracting clients rather than having to chase them.

Kirk’s ‘ah-ha’ moment—that influence is essential for professional experts—led to his co-founding of ProudMouth, an influence accelerator dedicated entirely to liberating financial experts and advisors from the tyranny of sales by giving them the means and methods to become recognized, in-demand authorities.

Advisor Marketing Plan, Part 3 : Expand Your Reach and Influence With Kirk Lowe (Ep. 497)

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