How Financial Advisors Can Increase Referrals with Matt Halloran

Revolutionizing Referrals for Financial Advisors with Matt Halloran on The Resilient Advisor Show

In this episode of The Resilient Advisor Show, host Jay Coulter sits down with ProudMouth Co-founder Matt Halloran to discuss effective strategies for generating meaningful referrals as a financial advisor. Matt delves into the changing dynamics of referrals, emphasizing the need for consistent, personalized content. The episode covers various practical approaches, from using social media to emotional storytelling, to boost referral rates. Matt also highlights his book 'Shut the F Up and Listen,' which explores different types of listening and his personal experiences with mental health challenges. Additionally, learn about ProudMouth's new PodRocket Influence Academy designed to help advisors enhance their marketing game.

00:00 Introduction to Generating Referrals
00:32 Welcome and Guest Introduction
01:17 The Changing Landscape of Referrals
03:01 Building a Personal Brand
04:04 Creating Consistent Content
05:27 Technology Recommendations for Advisors
07:53 Overcoming Imposter Syndrome
10:54 Modern Referral Systems
13:28 Free Strategy Sessions with Matt Halleran
16:28 Content Marketing Insights
18:28 The Inspiration Behind the Book
19:35 Personal Stories and Family Motivation
20:22 Challenges with Listening and Active Listening
21:25 Discussing Mental Health: Depression and Anxiety
26:04 The Five Types of Communicators
31:56 Introducing the Proud Mouth Influence Academy
35:17 Conclusion and Final Thoughts

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Learn more about Resilient Advisor: http://www.resilientadvisor.com
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