Tag Archives: Content Marketing

Unlocking Growth in Financial Services with Paul Blanco: Small Steps, Big Wins (Ep. 73)

Advisor, Business, Education, Finance, Financial, Uncategorized, , , , , , , , , , , , , , , ,

In this episode, Duncan MacPherson speaks with Paul Blanco, CEO of Barnum Financial Group and host of the “Small Steps, Big Wins” podcast. Paul shares insights into cultivating a growth mindset, avoiding plateaus, and the importance of working on your business, not just in it. He discusses how his firm has scaled from 9 to 365 advisors, leveraging efficiency tools like Zoom AI and CRM systems to stay ahead in the competitive world of financial services. Paul also reflects on the evolving role of financial advisors, the shift from advisors to CEOs, and the growing importance of embracing technology like AI to stay relevant.

In this episode, you’ll learn:

  • How Barnum Financial Group scaled from 9 to 365 advisors by embracing a growth mindset.
  • Practical tips for staying efficient with tools like Zoom AI and CRM systems.
  • Why financial advisors need to focus on relationships and process, not just products, for long-term success.

Resources:

  • Small Steps, Big Wins Podcast – Paul’s weekly podcast focusing on industry insights and entrepreneurial success.
  • Zoom AI – Explore how Zoom’s AI can help improve client interaction efficiency.
  • AI Whitepaper for Financial Professionals – Join the Waitlist

Connect With Duncan MacPherson:

Connect with Paul Blanco:

About Our Guest

Paul Blanco is the founder and CEO of Barnum Financial Group, an award-winning provider of comprehensive personalized planning, investment and protection solutions, and financial literacy programs to clients across the United States. Throughout his career, Paul has been a tireless advocate for his firm and the communities it serves as well as for the financial services industry.

He hosts a weekly podcast – Small Steps, Big Wins – which focuses on the financial world and more. Paul sits down with a special guest each week to discuss important topics within the financial sector and explore what it takes to be successful in our everyday lives.

CRN202802-8131593 Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC.  6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000. CRN202802-8118135

 

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The Why and How of Video Marketing for Advisors 2.0 with Laura Garfield and Sharon Gottula (Ep. 19)

Advisor, Education, Finance, Financial, Uncategorized, , , , , , , , ,

Advisors have been using conventional tools for content marketing like blogs and whitepapers for years. But have you ever considered video marketing?

Videos can help you with client acquisition, establishing credibility, branding, and much more!

In this episode, Duncan MacPherson speaks with Laura Garfield and Sharon Gottula, co-founders of Idea Decanter. They explore the power of video marketing in financial services and how it can fast-track your business growth.

Laura and Sharon discuss:

  • Ways to enhance your client experience using videos
  • Tips for effectively conveying your core message to ideal prospects
  • How Idea Decanter makes video marketing easy (even if it’s your first video!)
  • How to add tremendous value to your business with video intellectual property
  • And More!

Resources:

Connect With Duncan:

Connect With Laura:

Connect With Sharon:

Promotions:

About Our Guests:

Laura Garfield started her career in broadcast journalism learning how to ask the right questions to get to the heart of the story. Her experience, from small-market TV in Hastings, NE, all the way up through positions at CBS News in New York and then CNN in Atlanta, gives her a unique perspective on digital storytelling. In 2014, she co-founded Idea Decanter to help growth-minded financial service professionals leverage digital content to take control of their own brand.

Sharon Gottula spent 20 years as a commercial photographer, focusing her talent on everything from portraiture to architecture and food for national and international publications, such as  Newsweek, Men’s Fitness and Prevention Magazine. When she co-founded Idea Decanter, she began helping clients in the wealth sector breathe new life into their marketing strategies with video. Sharon specializes in finding visual ways to explain complex concepts and telling your story in 2 minutes or less.

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Content Marketing Made Easier: How To Use Podcasts To Attract Ideal Clients With Matt Halloran (Ep. 15)

Advisor, Education, Finance, Financial, , , , , , ,

Content marketing is a powerful way to thrive in the expertise economy.

Why? Because consistently sharing your thought leadership with clients and prospects establishes credibility and makes you more referable.

In this episode, Duncan MacPherson is joined by Matt Halloran, Chief Relationship Officer and partner at ProudMouth, to explore the power of content marketing. They unpack strategies to convert your knowledge into intellectual property that puts you ahead of the competition.

Matt discusses:

  • How podcasting expands your addressable audience of prospects
  • How to compel your ideal clients to take action through content marketing
  • Strategies to create evergreen content and remain top-of-mind for your target audience
  • The extent to which you can outsource your content marketing
  • And more

Resources:

Connect With Duncan MacPherson:

Connect With Matt Halloran:

Promotions:

About Our Guest:

Matt Halloran got started in the financial services industry 20 years ago as a certified life and business coach. As he became immersed in his client’s biggest needs, he built his knowledge and expertise as a financial branding and social media expert. More recently, Matt has added podcasting to that list. Matt respects how tough it is to be great and effective at marketing while running a practice, living a life, and loving a family. He teaches advisors how to be themselves, let their passions shine through, and create strong brands that resonate with ideal prospects and centers of influence.

 

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Why You Should Be Podcasting With Matt Halloran

Advisor, Education, Finance, Financial, Uncategorized, , , , , ,

Podcasting is an incredibly powerful tool for financial services professionals. It has the ability to drown out the noise and make people focus on what you’re saying.

In this episode, Duncan MacPherson is interviewed by Matt Halloran of ProudMouth about the merits of podcasting and why financial service professionals should consider adding it to their marketing and branding efforts. Duncan explains why he chose to start a podcast.

Duncan discusses:

  • Why he chose to bring podcasting to his followers, clients, etc.
  • How podcasting allows you to move people from suspects to prospects (or skeptics to fans)
  • Why intellectual property is so important for a fee for service professional
  • How his clients have used organic growth to improve their practice 
  • And more

Connect With Duncan MacPherson:

Connect With Matt Halloran:

About Our Guest:

Matt got started in the financial services industry 20 years ago as a certified life and business coach.   As he became immersed in his client’s biggest needs, he built his knowledge and expertise as a financial branding and social media expert.  More recently, Matt has added podcasting to that list.

Matt respects how tough it is to be great and effective at marketing while running a practice, living a life, and loving a family. He teaches advisors how to be themselves, let their passions shine through and create strong brands that resonate with ideal prospects and centers of influence.

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