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:
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