Engaging & Retaining Client Relationships

Wednesday, May 23, 2018

4:15 PM EDT | 1:15 PM PDT

60 minutes

Summary Already Registered? Click here »

Social podcasting is one of the fastest growing forms of communication. Top advisors are leveraging this platform into a powerful competitive advantage. Stop wasting time and money on prospecting and marketing that doesn't work. This social communication strategy is one of the most incredible financial advisor marketing tools ever. It’s a must-have advisor marketing tool and in this webinar, we'll show you how to implement social podcasting into your practice. You will also learn:

  • To take back the spotlight by creating your own thought leadership.
  • The importance of offering engaging content to your clients.
  • Why social media is the key to growing your practice.
  • How improving your social communication strategy can provide increased opportunities for referrals.

Matt Halloran will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint.


CE Credit 

CFP Board® has approved many of our live webinars for one hour of CE credit towards the CFP® certification. If you provide the required information during the webinar registration process and stay for the entire LIVE session we will report your attendance to the CFP Board®.

Investments & Wealth Institute has accepted many of our programs for one hour of CE credit towards the CIMA® and CPWA® certifications. If you provide the required information during the webinar registration process and stay for the entire LIVE event, we will report your attendance to the Investments & Wealth Institute. If you watch the ON-DEMAND event please email us at [email protected] for the webinar ID to self-report your attendance.

CFA institute allows for CFA Institute members to self-report LIVE and ON-DEMAND webinars for CFA® and CIPM® CE credit


Robert Huebscher Headshot

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.

Matt Halloran Headshot

Matt Halloran
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.