Engaging & Retaining Client Relationships

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Speakers

Matt Halloran
Partner
Top Advisor Marketing

Matt is a trained and certified life and business coach. (Actually, he’s way more than that—he’s a financial branding expert, social media expert, and he’s an insane podcast host.) Here’s the thing about Matt: he wouldn’t work with an advisor unless they agreed to fix their business and their life. He gets how connected everything is. He gets how tough it is to be great and effective at marketing while running a practice, living a life, and loving a family.

Matt wrote The Social Media Guide for Financial Advisors. It was a hit. He’s been leading the social wave in financial services for years, teaching top advisors how to be human in an oftentimes inhuman industry—teaching advisors how to create trust and build rapport before they’ve ever met a prospect or center of influence. Matt’s second book, The 99 Best Ideas for Financial Advisors has been #1 in Amazon’s business and marketing categories, respectively. His ideas are proven to work, but you have to do the work.

Matt served in the U.S. Navy and is also a trained therapist. He has been in the trenches as a financial professional too. Matt started as a radio broadcaster way before he went bald and gray (He had great hair at 13!) As they say, Matt has been there, tried that! Matt is married and has twin teenage boys. Oh, and Matt is a dog person; you will meet them if you ever Skype with Matt. Sid is a big ole St. Bernard and Luke (short for Luke Skywalker Halloran) is a rescued pitbull, Labrador retriever, and boxer mix.

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.