17 Burst results for "Matt Halloran"

"matt halloran" Discussed on Your Retirement Solution Podcast

Your Retirement Solution Podcast

01:44 min | 4 months ago

"matt halloran" Discussed on Your Retirement Solution Podcast

"This is unusual times but I must admit I probably at this moment right now the most proud to be a financial planner Matt wage because it's not one times are easy. It's one times are tough that we have plans in place in the first place. Right? We it's why we have these people in our lives to help us when things are a little rough. We're not sure of how to proceed or if we're going to be okay. And then if you if you know are going to be okay. You've got your team in place and everyone's saying yeah client things are going to be just fine, You can go about what you want to do your goals your dreams and not have to jeopardize that just because something out of your control out there. This time is a little little bug this month is out of our control, but there will always be something out there that could derail things you want to have a solid team in place to make sure that you don't get derailed that you're just fine and if you want to know more About working with Cindy or anybody at the retirement Solution. Please make sure you go to the retirement solution.com and check out their website. They've got a you can get a copy of gyms book happily ever after all sorts of great resources on the side and they will hopefully be able to have you truly live that happily-ever-after. So Cindy thanks for being on the show. Thank you Matt home. If you have not subscribed to the podcast make sure you click that subscribe Now button below that way every time we come out the new podcast will show up directly on your listening device. And if you know somebody who's either needs this team or doesn't have this team in place. Please make sure you share this podcast super easy. All you have to do is click that share button below. So for Cindy and everybody at the retirement solution, this is Matt Halloran and we'll see you on the other side of the mic very.

Matt Halloran Cindy
"matt halloran" Discussed on Your Optimal Personal Economy

Your Optimal Personal Economy

07:25 min | 6 months ago

"matt halloran" Discussed on Your Optimal Personal Economy

"Now onto the show with Justin Bennett and Co host Matt Halloran Day. Everybody thanks for joining us for another episode. Here of you're optimal. Personal economy I thought today would be a really really good day with our podcast year. and. I say that because I've invited and have our newest member of Bennett financial even Baxter joining me here today. I think is really a really really good opportunity to have some conversation have some communication with David so that David could share a little bit of insight on what he's. been why he made some change professionally and I'm really excited about today so David how you doing? I'm great. Justin thanks so much for having me here today and it's a pleasure to join you. By, being just rural listeners, many of whom might already know this David but those that don't believe it will get into a little bit more deeply here, but David, as I mentioned recently joined us about two weeks. Give or take two interesting time to to join a new firm in light of this pandemic, but a really really good experience. Thank for us, for David, for the ladies. Deserving so would I thought when I just get started here. David is maybe you can help us understand to this point in your professional career. You've obviously been very successful in working in the financial services industry in the financial services world. Why are you maybe doctor the listeners a little bit about what you were doing before you joined Bene- financial. Insured at been involved on the corporate finance side of thing so for over fifteen years now I've been a successful career. Financial Services Industry, helping companies grow in become more efficient with their capital coming out of business school. I started in the investment banking industry both Lehman Brothers in Barclays Capital, and if you're not familiar with that line of work, the hours can be pretty brutal, but we were tires tirelessly to advise companies on ways to strategically improve the profitability of their business. Whether. It's a new public equity or debt, offering or finalizing the valuation analysis on a new acquisition target, and the job was just an incredible, and it required each task to be dedicated, determined a and a lot of intellect to get the job done truly valuable experience. From their transition from the advisory side of the business to actually working for one of those corporate clients of mine, and took on the role as treasurer for New York Stock Exchange listed company in that role I oversaw all the capital markets activity. Finance function and Treasury functions for for that organization, truly an amazing experience for me I had the opportunity to lead some great teams and really implement strategic decisions that were meaningful and continue to benefit the company today. As I, sit here now. Reflect on experiences, I feel really lucky and blessed to learn in developed under some great people in fantastic organizations, these opportunities really enabled made a learn how to manage a business manage employees learn the INS and outs of income statements balance sheets. UNDERSTAND PAYROLL UNDERSTAN- operating expenses. All of it appreciate the long hours that business owners can put in really everything takes to run a successful business, and so throughout all these experiences what I discovered is that was just the ongoing demand and complexity. Missing information business owners and individuals face. It's really challenging to succeed without the proper professional guidance. As. You're talking to them listening It's such an incredible. Amount of stuff that you've covered over quite a short period of time to talk about accelerated grows. On a career path pretty cool, really really cool. Thanks for sharing their think. Of Our listeners. A little may not know you. But some of them may may know you, but now shortly not a lot better, so thanks for sharing that obviously you and I spent a fair amount time together before you officially joined the team and joined the firm, so we got to know each other quite a day and looking forward to the long term relationship that we're going to embark on one. But when you when you think about what you just outlined, it's probably pretty easy to scratch your head. And say Gosh why why would you believe that most recent role that you had with a company because it seemed like it was it think things were going well. At least on the surface, it would appear that things were good. Ages maybe talked to was a little bit about how why you decided to make that transition, which was clearly not a quick decision, but rather hillary to share with our listeners amount of time that it took you to think throw when you and I. Have many many conversations, but just let us know why made the transition over here to the more comprehensive planning world? It really came down to introduce just following my passion to be hundred percent honest with you. These were both really great experiences, and there's no question that. The individual I end today where the business person I am today with alkies experiences, but this by working on some really intellectually stimulating transactions at the end of each of them. A lot of times something was just missing for me and that's really for me. I got to be able to go one hundred ten percent all the time if I can't then. Disservice to myself and the organization about twelve months ago I began tried to identify what it was. That was really missing from my work. That wasn't allowed me to give on her. Ten percent on the surface I. had a great job was leading teams in was doing interesting assignments when I really pulled back. The layer of the the orange. What I covered was that my previous experiences resulted in many benefits to the companies I work with, but they lacked one critical element. And that was seen firsthand how my work was making a difference in someone's life once I realized that I saw it out guidance from. Brands in some professional colleagues are what was they thought were my strongest attributes really helped me figure out what the next great opportunity might be for me. which would satisfy require a making a difference in someone's life? Ironically things crystallized after meeting with a financial planner similar to you personally like so many others shore. My wife and I are over well with with our day jobs, taking care of the kids that we saw some financial help to help us in organizing our own financial world, and improving our own personal balance sheets and it was. It was pretty amazing outdoor first meeting I had my moment and knew this was a way I can make an impact and help other people while still leveraging a.

David Justin Bennett Financial Services Industry Bene- financial Matt Halloran Treasury Barclays Capital Lehman Brothers Baxter treasurer hillary New York Stock Exchange
"matt halloran" Discussed on Your Optimal Personal Economy

Your Optimal Personal Economy

04:32 min | 8 months ago

"matt halloran" Discussed on Your Optimal Personal Economy

"Now onto the show with Justin Bennett and Co host Matt Halloran Justin Bennet. Here just thought I'd share kind of a little bit of an experience that I had coming off of last weekend. I had a chance to run my second one hundred mile race. It was quite brutal and beautiful at the same time and I thought I thought it might be good to of share with you a little bit about the experience and how I found the experience to also be transferable other domains of my life and so the race itself was a race that took place out in the desert in Arizona Pacific page Arizona and it was over one hundred miles and it was continuous so there was no chances other than a few aid stations along the way to stop and refuel the flasks that were inside of my running vests or inside of my running best so being that this was my second one hundred mile race and my sixth or seventh endurance challenge. I had a little bit of experience with putting myself in these uncomfortable positions but each one of these experiences certainly have their own set of challenges and so when I started at about six o'clock on a Saturday morning I found myself going out in the dark running along in the course went out and it went about twenty miles into really really soft sand and the sand was tougher than running on the beach. I've done in the past because it was at thick mucky loose sand and so running along and trying to work through the challenges that the first twenty miles through my way. You know your body twists and turns every which way and you try to stay in the moment and it's hard to do but you try to do the best you can. And then you're running through these antelope canyons. Which are sought after scenery from wallow? You know some of the some of the highest after scenery from all over the world you work through those canyons and then you of start to loop out towards another section of the course in this section that I got to lasted about thirty miles or so in this section was was very very challenging and unexpectedly difficult and the reason why is because it was really really rocky and so rocky that it was It was virtually impossible to run on..

Justin Bennett Arizona Justin Bennet Matt Halloran
"matt halloran" Discussed on 99 Best Marketing Ideas

99 Best Marketing Ideas

03:32 min | 11 months ago

"matt halloran" Discussed on 99 Best Marketing Ideas

"Is is we were talking before. My favorite day is the day they retire and to be able to see that they have pigment in their skin and not white. Knuckling IT and they're doing it with a smile like there is no. There's no there's nothing greater we've created this tagline of retire right. I think what retiring right is is is. Comfort is knowing that having that freedom of comfort on. That's what makes me may were caught me. No call working hard or whatever. That's why I get a nice. It really is fun now if if anybody wants to find out a little bit more about who you are what. What's the best way for them to maybe kind of watch you from from the background or contact you? Should they just follow you on social? Because I mean you're pretty active on linked in then we actually if you look at best this group we are starting to get more social social media there. You Know I. I love this business from the standpoint. I love people's different perspectives in. I'm more than welcome to talk to. People calming that was actually one of my favorite thing about the whole ceiling. World was is. I got to meet really good professional and I don't have all the answers you know with mark and I just came back from our fees. Leadership Council and the best thing about those bands are sitting down with other really successful people holding create unique situations for their clients. So yeah either hit me up on ranked in and I loved the I'd love to talk to you and learn more about your practice as I'm sure. We Can. Bob Some stuff that they're doing and I've been I'm an open book. You know tossing dude. I'M A I'M A. I'm an open book on what we give. Well brace and that's one of the reasons why we really wanted to have you on this ninety nine. Best ideas podcast. Because the first time I met you I really felt that way I was like well. This guy is like really sharing in his open and really help the industry and all of us. I truly want to help. Or thank you for that. And we're GONNA make sure that we have the links to your linked profile and your website in our show notes. So thank you very much for your thought leadership today man. I really appreciate it magic. It's a privilege to be a part of your program. If you have not subscribe to the podcast make sure you click that subscribe. Nobody will that way every time we come off the new podcast directly on. You're listening device and if you know anybody who needs to hear this. I just quickly cheer Button Super Super Simple. And if you have not gone to the wealthiest website recently all sorts of wonderful new stuff new ideas new marketing ideas and new people to connect with. Make sure you go to well FEST DOT COM so for everybody well fest and everybody part. Vestis right. That's your organization right. Yeah Yeah for Bryce and mark. This is Matt Halloran. And we'll see on the other side of the Mike Very Soon. The information covered and represents the views and opinions of the guest and does not necessarily represent the views or opinions of wealth vest or top advisor. Marketing Demure appearance of content on the site does not constitute an endorsement by wealth. Best or top advisor marketing. The content has been made available for information an educational purposes only wealth fest or a top adviser marketing do not make any representation or warranties with respect to the accuracy applicability fitness or completeness of the content vest or top advisor marketing does not warrant the performance effectiveness or applicable of any cites listed or linked to any content. The content is not intended to be a for professional. Investing advice. Always seek the advice of your financial advisor or other qualified financial service PROVIDER WITH ANY QUESTIONS. You may have regarding your investment planning..

advisor Leadership Council Bob Matt Halloran Bryce
"matt halloran" Discussed on Invest With Clarity

Invest With Clarity

06:28 min | 1 year ago

"matt halloran" Discussed on Invest With Clarity

"You want to have some losers in there because it's the losers that allow you you too bye morons sale to create an opportunity for you to gain potential down the road in that company just as I said said about the China names in two thousand nineteen and I can give example after example of companies that we own that we have on that have gone from super high prices to Super Low prices. Back up the super high prices. And that's where your cell disciplined comes comes in and makes a significant difference in the process of accomplishing your long term goals. You don't Mark I was Having coffee with a friend of mine who actually happens to be an adviser I asked him. How many different mutual funds he has in his clients portfolios and he looked at me like I was crazy? I and I'm like look you know that I really liked this guy mark because I talk about you you know just because I believe I think your frigging smart and so I said shoot you know that. Like how do you have quarterly meetings or semi annual meetings with with your clients. He said well they get the prospectus. It's like Oh my God how that hurt that. Stop you and you wonder why investors are running too low. 'cause that's right the avs because they in the absence of value thus becomes price. Yeah Dude what value is offering and of course. That's where my conversation went after that and he was he was pleasantly surprised. At how Oh he needed to really truly look at how he's GonNa value things he he just acquired a new a new business so therefore that's something that he's focusing all right all right. Well I just I thought I pass it onto because I'm not a common. No all right next up. What are we got? Investors will continue to follow the headlines instead of the bottom line when making investment decisions. Just look at all of the two thousand nineteen headlines that predicted doom and recession. And and did it happen. No no while the S. and P. Five hundred and the Dow are dancing around new all-time highs as we speak people got to stay away from the Click Bait Man. They sure do no doubt about it all right before we wrap today. Let's go back through the predictions that we've done so far and then wrap it up. Wait just give you one more. Well yeah I figured you had one more but I can you go back through the the the first ones I never will finish on the last one all gotch. Okay so I'll give you a snippet all night won't read them all totally but most predictions hands on where the SNP will end in. Twenty twenty will be wrong with potential consequences and investors missed great companies on sale number two to stock prices as well as quote. The stock market will move up and down irrationally as usual number three. Many investors continue to attempt the time the market and the wrong number. Four focusing on short-term in historical performance will distract investors or make an intelligent long-term decisions number five investors will allow their emotions to get the best of them and make investment decisions emotionally as opposed to fundamentally number six stock market could volatility will continue to scare investors and in turn create great buying opportunities number seven investors will continue to focus on inaccurate portfolio oil comparisons with benchmarks focusing on fees and short term performance versus investment process process process process. As I always liked Matt process before progress number eight investors will continue to be over diversified and not properly properly asset allocated leaving their portfolios inefficient number nine investors will continue to focus on headlines instead the bottom line just as they did in nineteen and predicting doom and recession all right number. Ten number ten investors will. We'll continue to have on realistic time. Horizons for their investments focusing more on short term pain versus long term gain. We call that the tragedy a short-term thinker. Now there you have it well so what. What would happen if we in the world? If any of these ten predictions didn't come true I mean wouldn't the world actually be a better place. I'm being all. Yeah Oh yes correct but then it would be harder to make money. That was good. Answer we you like when people are emotional because the clients who pay US zoom provides value. We take advantage of the emotional emotional predisposition of people. Yeah that's what investing with clarity is about taking advantage of opportunity. Well once again. It's always a pleasure to hear your your predictions. I don't think we're going to be singing. Kumbaya around the fire and twenty twenty just about anything let alone your your ten predictions and it's going to be Super Fun because we're GONNA die back into fundamentals we're GONNA die back into your process We're GONNA talk a little bit more about some of the other things that make naps his truly unique the different mark. Thanks for the show again today. Man You got it boss talk just on all right. If you had not subscribe to the podcast make sure you click. That subscribe now button below and you need to share this podcast with other people who have money in the markets or people who own businesses and don't put money into the markets because they truly don't understand the great opportunities that are there. It's super easy. All you have to do is click that that share button so for everybody at naps and Mark Pearson. This is Matt Halloran. And we'll see you on the other side of the Mike very soon. The content discussed is for informational purposes. Purpose is only it is not a solicitation or recommendation for any securities that may be mentioned here in advisory services offered through naps eight an S._e._C. registered investment advisor..

Twenty twenty Matt Halloran China Mark Pearson avs solicitation Dow US Mike advisor
"matt halloran" Discussed on Your Optimal Personal Economy

Your Optimal Personal Economy

11:42 min | 1 year ago

"matt halloran" Discussed on Your Optimal Personal Economy

"We're going to talk about how your personal economy. Economy is a lot like chicken soup now just in as we were talking about this you made me laugh a couple of times with your allergies but it. Let's start at the beginning. Where did did this idea come up from? Why chicken civic in cleared chicken noodles all right? That's even better chicken noodle Suva Right. There is a difference. They're all right. There is a difference. One doesn't have noodles along with the one. That does all right so this actually just kind of came. Take me over the last couple of weeks when interfacing with my clients talking to them about their planning in their personal economy in how we we help them with their planning both currently as well as a long term. And it's so often the case that when it it comes to money decisions and financial decisions people try to you know isolate a singular decision as if it's the only the decision that they're making in. There's nothing else that exists in the personal economy except that one decision and they try to make an assessment as to whether or not that decision is good or bad and in doing so they wait short they come up really really tough position guys when they start to introduce realize it. There's many many other moving parts the financial world in there for the one singular decision that they're looking at is not the only decision Can't be looked at vacuum and then they showed the understand. How one decision affects the other effects the others effects and so forth start to be like a while? Yes Oh my little for the client and moves happen this conversation. I was like educating your personal economies like chicken noodle soup their lives and you said you know dull not a kid because kids sometimes in our violation to the rule. But when you're an adult in your serve good chicken noodle soup. You're oftentimes not sitting there with a stranger in backing out the cowards The cavs are good and if they were fresh organic in grown a local farm. When you're done with that and you kind of go over you gotTa pick out the the noodles you make a determination? You know the noodles to salt to odd year. They do hard are they are they. Okay then you go to the chicken. Yeah people don't do that right. Mangino suit you've got the cowards. You got Salary got the chip gaining the noodles. He got the spices. You got on pepper Hurriyet the Broth me about it. She got so much chicken noodle soup. You're not going growing picking things out and trying to make an assessment as as to whether or not each each individual ingredient is -freshing good in quality. But Rather. You're just eaten whole soup when you put the spoon into the soup and you know you blow on the spoon. Gazette swoop has to be high. Can't be cold and you don't want it to be too cold or too is he wanted to be. They're just right to your blown away. You're bringing up your math. And once you tasted as good a geek the whole thing because you realize they need to have fresh ingredients all of these moving parts art after be working together they need to be cooked right in need to have the right proportion. They need to be more fresh. He can't have it all fresh Salary and chicken heads two months old Create a bad outcome. So you're not gonNA start going through through your soup and trying to figure out each ingredient Stevens good so implanting is a lot like like chicken noodle soup. You have all these financial decisions all these money decisions that you're not only making today but you make on an ongoing basis so that the understanding how all of these decisions work together is number one incredibly difficult for an average consumer who's busy with their family family ended their profession so that's a very very difficult for the average consumer to sift through who spends time with their family spends time in their profession rushing as well as their outside hobbies but then they also can't go at it where you know. Every time they financial decision they try to make an assessment. You know if if that one you know money decision is good as it stands alone because there's so many other moving parts to their life. People people have wills and powers of attorney beneficiary designations umbrella policies is ability insurance and life insurance and online aggregation portals and they have it hope systematic ways at their saving new money. They have savings accounts checking accounts. Money Market Accounts Credit Unions. People have investment accounts. They have five twenty nine plans they they have retirement accounts they have real estate mortgages. I mean you think about it in pause button and you're like wow we have a lot of stuff it's Staffers is is made up of Su. If the ingredients in the zoo that you're personally com year personally avenues. All all of that is not just any one area its own understanding of old works together to create a comprehensive Brienza strategy. Comprehensive Plan over a long term period is very important for people that we are. Whether we tight back the chicken. You can noodle soup or some other. You know metaphor or analogy. I think people need to understand that you know. Their personal economy is is both effective and most efficient when when they're they're making these coordinated decisions verses isolated decision and that's really does and you're so you're the chef that brings all of those things together a you're you're the one who's looking at all the different ingredients and all of the different components and making it so that when they have the output at the end that that delicious chicken soup soup that you are the person who with them makes the decisions on what needs to go into the pool. And what is that fair a fair point and you mentioned out put the measure. The output like the output or the measure of the output can be done at various points over sixty seventy avenir eighty year period of time. It could be measured athlete through your working years. You can be measured at the point which you're looking to shift from your working life to your retirement live. It could be looked at a quarter of the way through your retirement phase. It can be looked at when you exit this planet would that mean of people. Oh that are most important to you. So the output could be measured at many many many different points in time when you understand look at comprehensive long-term implant and that's super important to make sure that you're checking in with all of those different output at different points which is one of the reasons why your clients meet with you. Regularly is true. Yeah that that's true. They WanNa meet with us in. We WanNa meet with them because It was our responsibility. Our professional responsibility back to the client Ryan's to make sure that we hold ourselves accountable to them in their planning in the conversations that we have over time. Because if we if we don't do that we're not doing our job well so we hold ourselves accountable and it's very important that you know people recognize understand that were continuously serving them in a wayne. which they're planning is GONNA be constantly looked at reevaluated out? Output you're going to be measured and no it's not just the counter to the salary that are going to be looked at but it's it's all little it's the whole pot of soup how it all together it needs taste good at all time. I absolutely agree with you. I have honestly never thought that my personal economy would be summed up so well by something. I love to eat so much. I mean I think people need to be to realize do they put too much pink. Pink Imalayan salt in their soup and therefore doesn't taste right. embiid begin to need to rebalance their ingredients and make sure they're they're soup is back to where it should be so that it tastes perfect. Everybody knew everybody loves it. All of the ingredients are properly balanced. Awesome well thank you for this. I really appreciate it and if you are not working with somebody who really communicates like like this. Like like really takes a look at who you are what you do why you do. It makes you makes it very easy to understand. 'cause this is really super complex that I think the best thing for you to do is go ahead and reach out Justin. Could you remind everybody how they can reach out to you. I think the best thing mad is to follow us on social whether it be linked or facebook or twitter because that way they can get a feel for we are and how we operate and I think it's really important for people consumers today's world also making important for people to to reach out if they they know a person in their lives that I said to them at some point that as a result of the work that we do for them that they I should get together with us so we want to work with people that you know are familiar with us by way of people amlie in France Etcetera so definitely lean on those people that have been working with us for long periods of time because where they speak first hand about who we are and we operate but I think the check this out socially check because our F G DOT Listened to the broadcasts year optimal personal economy. It is the best best. Our guests are the way on your optimal Bursley economy. There might be a lot out there in the marketplace de best in I absolutely agree with you and if you have not subscribe to the podcast or gone to the website or checked Justin and his team out on social. It's really great because you're really gonNA get a great chance to know. Oh Justin his team what he thinks who he is as a person because we all know that you like to do business with people that you like have things in common with and of course trust so subscribe to the podcast. I guess if you haven't make sure you share this if you haven't done that either Or if you know somebody who just like. Justin said she'd really here this podcast. It's super easy by clicking the share button blow so for everybody a better financial group. This is Matt Halloran. And we'll see on the other side of the Mike very soon. Justin Bennett is a registered representative of Park. Avenue's securities LLC or P A S O s j eleven fifty Raritan Road Suite Two zero one CRANFORD New Jersey Zero seven zero one six phone number nine eight seven zero nine zero zero. Two zero securities products are offered through. PAAS member of FINRA SIPC by natural representative of the Guardian Life Insurance Company of America. New York New York P._A._A._S.. Is An indirect wholly owned subsidiary of Guardian Bene- Financial Group L._l._C.. Is Not an affiliate or a subsidiary of P._A._A._S. or Guardian..

Justin Bennett Salary cavs New York Guardian Life Insurance Compan Mangino Guardian Bene- Financial Group Matt Halloran Stevens Avenue Mike attorney P._A._A._S. registered representative Ryan FINRA SIPC facebook
"matt halloran" Discussed on Top Advisor Marketing Podcast

Top Advisor Marketing Podcast

09:34 min | 1 year ago

"matt halloran" Discussed on Top Advisor Marketing Podcast

"Welcome to twelve as a work hitting where we sure. Twelve special topics doubt Your Business. Start the New Year right now. Your Coho. BASAM Arkady and Kirk move welcome to the twelve days of marketing by gas. I'm curve slow from Chop Advisor Adviser Marketing than I am joined by my business partner. Matt Halloran who is a wonderful voice of top advisor marking on most days. So today we're going to be talking talking about tips on how to set yourself today we're GonNa talk about. How did a fine your hook and this is one of the things? That's really important when you're trying to. You grabbed the attention of your gauge listeners. On Your podcast. How do you get them to act and act doesn't mean necessarily call you to become a client? Acne had we get them Sir thinking about what you want them to think about. You GotTa play the bug in their ears. You got to drive that that whole cast to get them exploring more about you so you gotta figure what you're it'd be a mental hook. It could be a call to action against to something else that you want them to to read the Taco Day so matt by a get us going here and talk about how do you define or what is right. This really came up for me. Many many many many years ago when I was listening to nineties Gangsta rap and they often talked about the hook right. which is going to be that that earworm the thing that is going to be so catchy that when you hear it you're either going to be able to sing it immediately or you're going to be able to engage with it very very quickly and I mean I could tell you you? You can't touch this. Hit Me Baby. One more time by Britney Spears I mean you all know all sorts of different hooks and songs in the funny thing about it is that is part of their brand that is part of how they sell themselves and you as a financial services professionals need to do the same thing what it is in the business world is that thing that clearly and succinctly explain to you. It is different than the value proposition. Asian I WANNA make sure that we're very very clear. Value propositions are generally longer. This is the thing that you say to get their attention so that you can hopefully talk about value prop now kirk actually helped the hook stays in them. Yes sounds mean a little painful point. Yeah what did you say that. I just can't get out of my mind or needs meet. Needs me to act either now or later as it stuck there. Yeah absolutely so. Do you help build a brand right. And it's it's one of our favorite. But one of my favorite podcasts clients. He actually Natalie runs an amazing podcast but now they're actually doing video. Oh but they also have a radio show. It's a company called naps. And it's invest with clarity was really funny because I've been podcasting with him for like a year now oh and he talks about ultimate clearly. That's that's it right there. You know help. People have ultimate clarity when it comes to their investments because that's what nips means and so we were talking talking before kirk before we do the warm up stuff with all of our podcast guests and and I was joking. I said Mark You know what I was sitting at dinner with some friends of mine and they said something about finance because they know that I'm in the business and I immediately started telling them about you like I was like. Oh my God do you have any idea on what you own you own it. which is another one of his hooks? Just think about that you as a financial adviser asking somebody. Do you know what you own and while you won't it. That is a groundbreaking philosophical brain explosion statement. There that really makes people think Kerr talked about with the hook. It's GonNa make you act. A Good Hook is going to change your behavior absolutely and a lot of advisors really struggled trying to figure that out for themselves in. It's not easy because when you're on your own world you see so many Cox again think are hooks but the truth is there's other people using it does folks. And maybe they're not good hooks They're not lasting Compelling enough maybe they don't differentiate your so it's not an easy thing but when you figure out what your focus and that may help me you ball change over time based on. What's going on in the world I was going on the industry was going on in your practice? Things like that. When you can figure out that Hook you can large it over and over? And then you can expand doc when we're in brain follows key concept strategic raises a whole bunch of things that all were together to define what the brand is here. We're talking about. We're not talking about a brand but it it plays off the brand. It's emotional trigger rate. It's Ebina plays off of the value prop right so it's really cool thing so my understanding is that you give some examples you gave one example example or I'm actually going to be wildly selfish here and see the one. I use all the time so I've been on the road. A whole bunch of you know speaking at different conferences says and people will say. Hey Matt what do you do and it has been iterative beyond Iteration I if I make an upwards but now what I say is what what do you when they say what do you do. I say I help people rise above the noise. You're and that's it and then I go right to be your own loud right. And then they're like well. What does that mean and Bam? I'm in and like I I fish hook you like a large mouth bass baby this is just part of Matt. Miranda business were. We're quite busy but I love that we have. We've talked a little bit about that. We have to make sure that we integrate that into some of our tags on Social Yoga. You're very consistent with your own loud. Haven't introduced the rise but like any company were were constantly challenging ourselves. We have a full-time mark neighbors now Gabriella and she we saw. She's amazing amazing job at were so excited to have her getting seen more is because we do marquis but always it's about the yes you here's something about they have crappy shoes on her. Father is always nice when you can get somebody to folks 'cause Servizi well. I'm going to go back to what you said there because how I got to that was I freaking. Tried it out all over the place. I'm trying different words. I'm looking at their verbal or non verbals. You know. I'm looking at whatever I can't until I got the reaction when I got that reaction and Kirk it was actually at the 401K. Okay conference that's how recent this is. You know you and I went to Messianic conference years ago. We were just injured a year ago. Erin the we were introducing micro influencers strategy in. It was wonderful playground for you and I. Yeah big you're out to look at people seem they reacted to in figure that stuff out. That's one of my favorite things to be honest being admitted Is it's a expedites. Whatever you've been working working on and you can see firsthand now? Manai run mostly via a virtual business that we're not always gaining Easter face. Some it's it's you know for. Everybody might not be the same impact but it is an interesting thing so I'm going to give you some example. Give us I did. I didn't yeah. Leanne rimes looks some examples of some tag lights. If you will that we've workover. ABC Hawks Kinda tag lines. The naked mature a tagline can turn into a hug. Sometimes it's not sometimes that's right. It's while it's supposed to presents of intrigue they're not fire off. I find that to hug it. You have to maybe Atta couple things to it. Maybe a questions like that anywhere so radical here liberate your wealth with planning precision at purpose. Another one discover the truth about your wealth wealth as journey be prepared discovery ideal retired strategy. Please do not copy these. These are all everyone has a personal economy. Will you invest with clarity. You have better wealth a better life live clearly as an interesting one because that has some depth to it. Yeah hold on. Let's pause on live clearly right because because when somebody says what do you do for a living which is that terrifying question. Everybody's afraid of when you say and you look person in the I look person in the eye and say I help people live clearly. That's totally a conversation that I've totally separated myself from anybody else. Not only in financial services but you could use something like that if you were an estate steepening attorneys. CPA If you were hairdresser this this next one is lot longer but I want you to think about where what you can turn into a Because it's not meant to be hooked. It's website Kabale Center. This no one ever woke up and said today I want to work hard than giveaway. Most most of my income in savings taxes debt interest fees until you got from the American dream. This'll be your marriage reality of a berry strong. Oh and this particular company.

Kirk Matt Halloran advisor Coho BASAM Arkady Britney Spears partner Leanne rimes Kabale Center Natalie ABC Ebina Kerr Cox Gabriella
"matt halloran" Discussed on Top Advisor Marketing Podcast

Top Advisor Marketing Podcast

03:59 min | 1 year ago

"matt halloran" Discussed on Top Advisor Marketing Podcast

"I so I can make a lot of suctions about why that stack came out so differently than we're used to hearing But I won't go. They're just told told. y'All how bad assumptions are but we're doing some more qualitative research on that topic specifically and so in the coming months we'll have more more more to share on that but I think overall people are all unique and different and and You know it can be attractive to try to quickly bucket people based on their assets or what you think. Their life is life at the officer at home but by doing that. I think you're missing the opportunity to really create deep entrusted relationships relationships and to provide the right level of service and client experience. That's so important for building a long term practice. Let's do a quick preview of the next two. PODCASTS is wearing a dive deeper into this results. What can and our listeners expect? Well they can expect be surprised We were certainly surprised by a lot of the result When she drove home the point that while all of us make assumptions? Many of our assumptions are often wrong and in business. I can't afford to do that because it will hurt the bottom line. But I think you'll find the rest of our Results as prizing a lot of them do not align with what we're used to hearing in the industry were excited to share those with you Laura and David thank you very much for one doing the research research and to a agreeing to offer this as a wonderful three part mini series to our audience traded. Thank you Greg Greg. These Senior Vice President and Director Practice Management Advisor Research and David Pertain who is the CMO of lectures exchange traded funds. We're going to dive into this. The study much much more deeply This next Couple of PODCASTS. We're GONNA make sure that we have links to the study in our shown of tier and of course the contact information for Laura And David if you have any questions or would like them to come speak because I know they're speaking all over the place so guys thank you thank you thank you and if you have not subscribe to the podcast ask make sure you click. That subscribe now button. Blow that we're timing out the new PODCAST Directly on you're listening device and you know our listeners. Know somebody who needs to hear the results of this study and need to pay attention to this three part mini series. You need to share this with other financial services professionals and not just other financial services professionals but but other people who provide advice for living this is applicable to estate planning attorneys this is applicable to CPA's it's applicable to other people who work with this demographic mammographic so it can be a great lead generation tool for you and a great way to deepen your relationship with your centers of influence so for everybody here at top advisor marketing. This is Matt Halloran and we'll see see on the other side of the Mike. Are you ready to change the way you communicate with your clients. Are you tired of being the best kept secret in your area. Learn how to become a prolific online influencer attract more ideal clients and grow your business contact us today and see what the power our podcast and can do for Your Business Cook on the contact us link on our website at top advisor marketing dot com and set up a call to learn more follow us John Layton and facebook for more updates information. This was brought to you by Iris. Dot XYZ a platform helping financial angela professionals become better in business and life through new media and new voices visit them and learn more at Irish Dot X._y._Z...

David Laura Greg Greg Irish Dot John Layton facebook Matt Halloran Iris CPA Mike
"matt halloran" Discussed on Top Advisor Marketing Podcast

Top Advisor Marketing Podcast

05:25 min | 1 year ago

"matt halloran" Discussed on Top Advisor Marketing Podcast

"Today is our two hundred episode and I thought I would changed up a little bit by being the intro voice that you hear it's normally Matt Halloran ads on the call today with US and he's GonNa Start talking about all the things that we have learned and we both have very unique perspectives we're GonNa talk about all the things that we've learned doing this many podcasts now the truth is this mass two hundred with top advisor marketing by gas it's probably about my forty or fifty breath but we've done more before so a little different as far as how much experience we've had but man we've learned so much aim at we really have I mean I it's still blows me away that that you and I have been doing this this long and and the fact that we did about fifty that we don I'm to be four we ever started this podcast with this focus we've really done a lot of podcasts and and just as a company we're creeping up on so thousand podcast produced since we opened the doors on on this product so I think we really have learned a lot absolutely so there's learned lean that happens on the technical side there's learning that happens on the had to be good at this there's learning that's happening on the marketing side probably some you know just being a better communicator maybe life side so why don't you dive into some of the things that you've learned over the two hundred episodes well thank you Eddie I'm probably going to be a lot more focused on the what it's like to be a host in the systems in processes that that we've built a because this is my day to day job at the first thing that I have realized I think you're right when it comes to life essences patience is key and so his practice right every single solitary time I'm on the microphone always trying to find something that I can learn and do matter that's just kind of who I am in Kirk I know that's part of who you are to your core that we're always trying to improve but practice makes perfect nick or at least practice makes much better listening back to some of the first podcast that we did I've so many errors I just hosting error is that I try very very hard not to make any more but I hope it's made me a better communicator I hope that it's made me a better sooner I hope that it's allowed our clients to get their voice out into the marketplace in a very easy and convenient manner with podcast hosts that are just there to make them look really good I I think that's a really big learning experience that I've had very hurt but that was eh well gosh if we went back and we uncovered the first fifty we did that we dumped You know I think that you have come has been exponentially greater and part of it is awareness right you know one of the big things that I've learned is setting expectations or or or setting clear expectations is such a moss and Kirk you never hear any of these but but I've got scripts that I do with every single solitary podcast guest especially on the top adviser marketing ask for those who've been on the podcast you've heard those scripts setting very clear expectations and I it you know what the expectations are and it's fun because you rise to those expectations that's what most people do when you set clear expectations whether it's professionally or personally are in relationships people understand what they expect of you and therefore they're going to be that much better one of my favorite expectations that I said is if you've been talking too long you probably have been I think this is a great life lesson not only a great lesson when you're the Mike and most people laugh at that and then they realize when they have been talking too long and I'm hoping that they implement that even more in their life starting your school your kid you got to stop Ya came to mind or teenagers yeah woman sitting those clear expectations with your kids to Kirk that's-that's like super super important the next thing that I really learned is it's all about sound quality we are always looking at New Mike setups new mastering setups new new ways to record because it's very distracting when you don't have have the clearest sound you know we do things remotely we're interviewing people all over the United States and in Canada even Australia sometimes even in Europe and if we don't have a good connection it's almost impossible to take care of that in post production interesting because people think that you can buy a half decent microphone I mean you can buy half the microphone have good sound beacon also have been bad bandwidth so there's there's a number of factors in we've learned a lot from that you know we've switched providers we've learned other things you don't be using your your computer to do other activities while you're recording podcasts things like that involved pads little bumps thermally improved that a lot in a short.

Matt Halloran
"matt halloran" Discussed on Your Retirement Solution Podcast

Your Retirement Solution Podcast

01:47 min | 1 year ago

"matt halloran" Discussed on Your Retirement Solution Podcast

"To engage you to find out more about the financial planning process at our website. Most people spend time on the internet our website. It's easy to find the retirement solutions dot com and the phone numbers for two five five five eight three seven zero zero here at our headquarter office but <hes> it's through the website or calling us on the telephone. There are sometimes opportunities where we reach out in and do presentations that people can come and listen to but <hes> you know it's it doesn't cost anything to come in and sit down and get to know each other and truly is how we start. We get to know you get to know us to find out if there's something then we can do to help you have that retirement that you always hoped for an answer the questions that you may be wondering and can be in concerned about that's so we do. I love doing that a loved solving problems and being able to help people look forward to the next about thirty years of their life without the fear and trepidation shen that they came in with when they started the planning process well ryan. Thank you so much for allowing us to get to know you a little better today. Thanks appreciate it have a great day. If you have not subscribe to the podcast make sure you click that subscribing about blow that time every way every time we come out with a new podcast or stroke directly on you're listening device i if you know somebody who really would connect well with with ryan or anybody else at the retirement solution team. Make sure that you share the podcast with your friends and family so everybody at the retirement solution. This is matt halloran and we'll see you on the other side of the mike very soon. The retirement solution inc is an independent financial services firm that helps people create retirement strategies designed to endure the changing changing market and increase their odds of success in retirement consultation with a financial planner helps to determine which strategies may be appropriate for you..

matt halloran ryan mike thirty years
"matt halloran" Discussed on Top Advisor Marketing Podcast

Top Advisor Marketing Podcast

01:35 min | 1 year ago

"matt halloran" Discussed on Top Advisor Marketing Podcast

"Welcome to top advisor marketing where you will learn how to become a prolific online influencers attract more ideal clients and grow your practice brought to you by top advisor podcasting a done for you. podcasting solution built just for trusted advisers and now nor co hosts of top advisor Marketing Turk low and Matt Halloran hello and welcome to another top advisor marketing podcast. It's really really fun when you have an an opportunity to to watch somebody work kind of behind the scenes and be very very successful very respectful very professional. Just everything that you would really want in somebody who's trying to build a relationship now. We talked about this a lot on the podcast I mean Kirk and I just had a podcast recently. We were talking about how important it was to kind of date before you ask somebody to marry them or even court than before you daytime which is really the way that marketing works and our guest today is a perfect living example of that but there's so much more so optimal is our guest today. He is the managing partner of demeo Schneider and Associates L._l._C.. He's also the author of a superfund book. <HES> WE'RE GONNA have a link into the show notes immediately <hes> which is fifty billion reasons to grow your practice this guide to successful or guide to success enjoyment for investment advisers Bob Welcome welcome to the show man mad. Thanks so much. It's a real pleasure to be with you well. I always start with the podcast with pretty much the same question which is tell me how oh you like. How did you get to being the managing partner of very large law firm publishing an amazing.

managing partner advisor Matt Halloran demeo Schneider and Associates Kirk
"matt halloran" Discussed on 99 Best Marketing Ideas

99 Best Marketing Ideas

01:35 min | 1 year ago

"matt halloran" Discussed on 99 Best Marketing Ideas

"All you have to do is email matt at top advisor am or reach out to your wealth best rap that way we go ahead and get them scheduled on the podcast but please just take a moment dialed at one eight hundred number goad army three sixty dot com check out what's going on because you have to build momentum we've talked about this with podcasting before you can't do three or four podcast and think you're gonna gain listenership you have to do forty or fifty podcast in fact the most successful people are just like the phil collins at george was talking about where he's gonna do fifty tour dates when you do this commit to go all in you all know that if you put everything behind something that's marketing related with the company who has the dated approve that what you're doing is going to work in your area you were gonna have the greatest year then you'll ever have have an not only make a lot of money but you're gonna help a lot of people which is even better sofer everybody at army three sixty this is matt halloran answer everybody at real fast will see on the other side of the mike very soon information covered in posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of wealth vest or top advisor marketing demure appearance of content on the site is not constitute endorsement by well that's or top advisor marketing the content has been made available available free informational and educational purposes only wealth fest or top advisor marketing do not make any representation or warranties with respect to the accuracy applicability fitness or completeness of the content well.

advisor phil collins george matt halloran mike
"matt halloran" Discussed on Top Advisor Marketing Podcast

Top Advisor Marketing Podcast

12:36 min | 1 year ago

"matt halloran" Discussed on Top Advisor Marketing Podcast

"Advisor, marketing Turk, glow and met Halloween. Hello, and welcome to another top advisor marketing podcast. This is Matt Halloran Kirk introduced me to somebody that he was wildly impressed with it was so funny, when we got off the phone, he's like, Matt, I just met the guy who makes everybody's life easier and I'm like, what are you talking about? And he said, his name is dean and you have to interview on the podcast. Now dean doesn't know this, but you usually have to wait like four or five months. Sometimes to get on this podcast and Kirk was talking to my sister's like, Nope. Deans can be on next week. So our guest is dean soda. He's the president of pro Saloum, and he's going to tell you all about who he is in what he does because I just kind of preface the fact that his whole existence is to make your job as a business owner and your life is a business owner even easier. We're gonna dive into that more deeply but I welcome to show thanks. I appreciate the introduction. And hopefully I live up to the hype. Well, you know if you don't it's not your fault. It's kerr. Irks fault, so. All right. Well before we get into where the name came from and, and all of that, why don't you tell everybody what you do? Yeah. So basically, who I help our companies that are on the cusp of, they're like, right at the cost of being able to expand but they what the, the big pain that they're feeling is they know that they have to have documented systems, they know that they have to have their processes documented. But no one loves no one likes to do that at all hate it, absolutely hate. It takes hours to do, but it's really the only way to scale your team without having to be dragged into the day to day all the time. And so what we do is, we have people virtual assistants that specialize in basically taking what you have via video. You're only spending five minutes, ten minutes, maybe fifteen minutes per process on your end they docu. Rented all step by step. They give you an S O P of that step by step process back, so that you are no longer having to do that task. They can either do it for you, as virtual assistant or you can just hand that document to one of your staff members and never have to do it again. So in five minutes, you've literally freed yourself from that process. I'm gonna play devil's advocate. Really earliest two minutes into the podcast, but financial services estate planning attorneys, and CPA's. They have really complex systems how in God's name can you do that? Question. So I have a couple of financial service businesses and it really depends on what the process is. But, like a lot of the times, for example, you get a new client. And, and there's, there's some kind of discovery process. Right. So you're, you're getting their, their financial data a lot of times the customers might take a few days, weeks months, giving you that financial data that they need. Well, you can actually show the process, the video of how you want that whole discovery process that happen and do things in that video sane. If goat go and set a reminder for yourself in two days, if they don't respond in to if, if, if they don't responded to days than go and ping them with this template. If they don't respond after two days after that, this, and then give them a call. And you can you can say that on the video. So you're spending, you know. A few minutes on the video showing exactly how you want that process ago. And then they documented in now they can do that. So that entire discovery process can be offloaded to somebody within a few minutes. You as a person who is a financial service coaching consultant for so long. The biggest problem I always had was the implementation of those systems. Right. The SOAP's operating procedures but you've solved that too. So your virtual assistance. Not only help right the system, but they can actually do it. Yeah. Yeah. That was that was my that was my big issue to in the reason why created it. I mean, it's always best when you create something that scratches your own. It's writing. So what I got sick. And tired of was couple things. One I got sick and tired of the back and forth of training. Somebody, I'd give him videos long video showing how I want something done, but it would just be a video wouldn't be a process. And they come back with a question tonight, have to answer in back and forth back and forth back and forth. And then on top of that, you, I would I knew that things needed all the big companies out there as you needed to have things documented it just so much easier. And I would spend hours and hours on my own documenting, for my virtual system for or anybody. That's on my staff, and it be worth it spending eight hours doing it because I never had to do it again. Even though it sucked. So. And that's that's putting mildly but I never had to do it again. So that eight hours, technically was worth the in. So I was like there has to be a better way in. So I was like, hey might as well. Do video tell them, what exactly what I wanna do is if I were teaching grandma this, what you do. Grandma step by step. I want this on this, this, this, click this button go process, here, do this, and then have them documented for me with pictures, and everything like that. I spent five minutes, ten minutes they spend however many hours takes, but it's a virtual system over seas. So it's a lot less Evan expense. And I get what I want. And in two ways documentation, and somebody actually able to do it because it's so detailed, right? And they work while we're sleeping. We have two of our team members are wonderful. They're actually call members of our family, because all of our team has family there in the Philippines. They're literally working while we're sleeping in. It's awesome. We send them something in, in the morning, a lot of times, it's done, but you, you started a business by asking yourself or having the opinion that I think, is the greatest depite for all great businesses. Which is there has to be a better way, right in your right, there does have to be a better way. You can hire consultants in financial services and they will come into your office and right systems for you. But, but dean, they're unbelievably expensive. That's actually one of the that's how this sort of started. I was actually doing systems consulting and what I would do is I come in at help people with their systems. They pay me fifteen thousand dollars a month for three, you know, and that's three to six months and what happened was, I would get. I would give them these V as that would be able to do this, so it, but eventually, they were like, hey, can you just give us the, the virtual assistance, and, and let us we can just do the videos document? I'm like, oh, okay, I guess, that work and in it transformed into this, and it just a much more, because a lot of times we know our processes, we just need somebody to help, we need a way to get them onto paper. And so rather than having they're having to pay a systems consultant to do that for you, because you already know what you want done. You can just go. En- have someone communicated to them, and boom, you have your documents and you have them able to do it. If you wanted to. Well, let's rewind time here because there aren't a lot of people out there, whose brain works in the way that your stuff was. How did you have this opinion that, that your brain worked in this way of creating systems, and processes? That was a compliment, by the way, I just want to say. Yeah, that's, that's, that's, that's a long story. But I'll make it a short as possible. So actually, I think that there was something wrong with me, actually, I used to work for one of the largest aerospace, companies for about ten years. And the I, I was a computer security specialist. And so I did I, I had to do a lot of documentation, a lot of kind of project management type things. And I was just so lazy I was I seen these people who would over complicate things, and I would. Lack of better word. I just find a better way of doing what they were doing to the point where I got so bored that into the night started starting my business because I got so bored. And I literally kept on thinking that there was something wrong with me that if I could create these systems if I can create documented systems I can hand it off to people I could do I could make things better, faster cheaper and easier. Whether it's through automation or through some kind of process Then I would I was too lazy, not to. And so, so eventually, I saw it in my business that I'm like, I'm spending sixty hours a week doing stuff that I know other people can do. And so I started like I said, typing out these processes, and it was great. I was outsourcing a ton of stuff that I never thought I'd be able to, but just taking so long and a mentor friend of mine, guided by the name of Gonzalo plotter, toaster. He was doing something very similar to what I do now. And I was like, oh my gosh. If I can just create a video show them what to do have them documented. It's game over. And so then it was this became what I do. Now. Yeah. You know. Well taken you've taken a natural personality trait. And you said it earlier, you know, it scratches your etched dude. That's pretty frigging. Awesome. There's a there's a in the eighty twenty principles book with Richard coke. He talks about he talks about. The four types of people, and you have your people who are very intelligent very hardworking. He's liked it. Yeah, they're great, but you have these other people, but the, the, the most important person to have in your organization is the person who is intelligent, but lazy, because they're constantly, find a better way to do something they don't want to do it, and it took a long time for me to actually accept that. That was the way my brain worked. And 'cause I kept on thinking it was there was some kind of something wrong with me, it, it's just not common in our culture to accept lazy, people like that. And so it's just the way the way it works once I accepted that I'm like, I'm just going to go with it, and it's, it's it's led to. I know companies that, that work with us where they've done an hour. Maybe two hours where the video showing processes and have quadrupled their business. Well, I'm gonna get into a semantics argument with you, because I personally, don't think it's lazy. I think it's being wildly efficient finding inefficiencies is what every business owner wants. I just was meeting with my team earlier today. You know, a captain marvel came out, and she says, you know, stronger faster smarter better, whatever it is. I bring that up to my team. That's what we have to do on a regular basis. Now, let's we're gonna switch gears here. So thank you for giving us a little bit of a history in the background of who you are. And, and really how you came to be who you are. But this is a marketing and branding podcast. Let's talk about how you through your processes can help people in financial services estate planning attorney, sinc-, PA's, make a better marketing plan. Make more money and free up their time. How's that or or does do what you do help with any of that? Can you actually help with marketing? I'm asking you a.

dean soda business owner Matt Halloran Kirk consultant Advisor Saloum virtual assistant CPA president Richard coke Philippines marvel Evan PA attorney five minutes eight hours ten minutes
"matt halloran" Discussed on Invest With Clarity

Invest With Clarity

05:33 min | 2 years ago

"matt halloran" Discussed on Invest With Clarity

"With that, dude. Sorry. Maybe I've just put you on a pedestal so high no go and of course, well naps. This is no what you only why you own it. And we believe that when you know, what you y you own it. It can lead to better wealth better life. Right. And as you know, and as our SEC filings show, we have a significant position in a company called Sast. And zest is a what's called a micro cap, which in is code for in layman's terms, a high risk stock according to the industry, according to the market. And of course, one of the things, you know, about this industry is I cannot stand the labels in categories that the industry forces things into an I believe really gives investors in some cases, a false sense of accuracy or security, and I was involved with zest since it was a private company I sat on an advisory board and made recommendations for the company to buy this zest technology, which is a software hardware platform that no-one in the world that we have been able to find can remotely mimic and not only that has a database. It's been a development for almost twelve years. That is so dang powerful. Most people have no clue okay. But there are other ancillary components, including the fact that the CEO of EKO arc which owned assess technology was family friends of the Walton family spent his entire career at WalMart until he retired at the age. I think of like forty four and without going in all the details that stock has had a significant negative impact on client portfolios over the last couple years. Now it hasn't this year because of the position size now in portfolios. But the last couple of years it was a much higher percentage position, which therefore has higher impact short-term. Now, why is this important investors move from one manage money manager to another because they don't like the return? Yeah. But the problem is they don't know how the returns were garnered. They don't know what risks were taken to get the returns good or bad. Okay. And we're now in a situation where we are moving down the field on a lawsuit that zest is filed against WalMart because. Because we believe WalMart stole the technology is public information soon for two billion dollars the ability to have a conversation with a client and say, look, if you look at your portfolio right now, remember, you don't make or lose money till you sell something. But you can clearly see that zest has been the major drag on your portfolio returns in the last couple of years. And although you may not like that in may frustrate you the fact of the matter is your long term investor in businesses. And would you sell the stock of it was at five ten fifteen or twenty now probably not it's down. But if the long-term fundamentals by disciplined, right long-term fundamentals gotten better worse or the same. And when you have this kind of conversation with a client who's portfolios, maybe drug back a little bit and say, well, here's the deal. Yes. Short-term we're not it's not doing as well, and helping your portfolio return short-term. So you. Get warm and fuzzy, but oh, by the way, it was two billion dollar lawsuit against mart, which could no guarantees. But could have a game changing significant impact on your portfolio? And when you have that conversation with the client what happens is a client says will he's not selling. It is he right while I was just I was just gonna say on Mike portfolio socks to holy crap. This is huge. Yeah. I wanna buy more. Yeah. That is the power of clarity. That's the pop. That's how investors should be investing. Because that's how business owners invest. Yep. All right. My soapbox. I appreciate that. By the way, that that didn't knock you off the pedestal in any way, shape or form mister Pearson. Sorry, if you were attempting to fall down, but yeah, you caught yourself at the end there. All right closing statements before we wrap up today's podcast. And then you just triggered a whole bunch of questions that I'm gonna ask you about this next podcast, which is active versus passive, so any closing thoughts. All I would say is there is a power in knowing what you own and why you own it. There is power in invested in with clarity. And I would just say from commonsense standpoint. Wouldn't it make sense that you have every evanger could help you be successful investor? All right. All right, Mark. Thank you so much for your thought leadership today in walking through SM as versus mutual funds versus ETF's. You got it boss. All right. If you have not subscribe to the podcast, make sure you click that subscribe now button below that way. Every time our comes out, they new podcast or directly on you're listening device. And if you don't mind, go ahead and share it with your friends and family. I'm sure you know, somebody who could truly use this information. So for everybody at nexus, and for you to remember to invest with clarity. This is Matt Halloran, and we'll see you on the other side of the Mike very soon, the content disgust is for informational purposes, only, it is not a solicitation or recommendation for any securities that may be mentioned here in advisory services offered through naps eight and SEC registered investment advisor.

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"matt halloran" Discussed on The Investing Evolution Podcast

The Investing Evolution Podcast

01:59 min | 2 years ago

"matt halloran" Discussed on The Investing Evolution Podcast

"Off. Sorry, Debbie Downer. I it's all right. All right. We'll even step up. Thanks and looking forward to exploring a lot more this on future podcasts task. Thank you so much. Yeah. So if you guys I'm subscribed. The podcast. Make sure you click. That's scribe now by blow and also you've got to know somebody who needs to hear this. So make sure the click that share button. And if you would be super-duper awesome. If you could go ahead and click whatever stars. You think this podcast is worth and also provide a review we'd greatly greatly. Appreciate that too. So for the investing evolution podcast, rob. And Vince, this is Matt Halloran, and we'll see on the other side of the Mike very soon. Thank you for listening to the investing Aleutian podcast. Subscribe button below to be notified when new episodes become available. Then soc- in rob is bits are investment adviser representatives with dynamic wealth advisors DB garden investment, research, all investment advisory services are offered through dynamic wealth. Advisers, the material in this podcast has been distributed for informational purposes, only the material. Contained in this podcast is not a solicitation to purchase or sell any security or offer any investment advice. No part of this podcast me be reproduced in any form or referred to in any other publication without expressed written permission investing involves risk including possible loss of principle, Vince Esposito, and rob is bids are also the sub advisors of the Dunham alternative dividend fund. Investors should consider the investment objectives risk factors charges and expenses of the Dunham alternative dividend fund carefully before investing this and other important information is contained within the fund's prospectus, which may be obtained by contacting or financial advisor or by calling toll free eight hundred four four two four three five eight please read prospectus materials carefully before investing.

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"matt halloran" Discussed on Permission To Succeed Podcast

Permission To Succeed Podcast

06:08 min | 2 years ago

"matt halloran" Discussed on Permission To Succeed Podcast

"No, Matt to the way back machine and we're gonna come back to today and warming up and talking to you about a Ryan the first thing you said was you have a great team. And that's everybody needs to team. But what have you learned about yourself along the way? That's been key. You know, I've learned that I have a lot of ideas I, I love to be innovative. I have to be careful though, because not all of my ideas or good ideas, and I have to leverage the skill said and the diversity of my team to keep my ideas and check so that I don't go too far down a road that, that ultimately won't be successful. And when I say my team, I would also include our advisers that we have the opportunity to serve and to work for our advisers. I feel are some of the very best advisors in the country and they have shared invaluable ideas and feedback with us over the past twenty years to make our technology, what it is today. We would not be where we are today without the incredible. Feedback of those advisers and their teams in addition to my staffs ideas and feed. Bac. But all of those types of things have allowed us to keep our ideas in check. Well, one of the things that I really want to try to do with his podcast when Doug, and I talked about giving people permission. If you were able to give a young entrepreneur, that one piece of sage advice that, either you wish you had or you heard early on in your entrepreneurial career, what would that be? You know there are three things that I think are core to our Orion DNA, and they're certainly core to my DNA, and that is Enervate, disrupt and win. And I love to think that regardless of what business I am running that those three things, I would I would carry with me. I'm a huge believer in being innovative. It doesn't take a lot of brilliance to determine that you need to be innovative in the tech space. But our advisers need to be innovative, as well were all threatened by technology, different levels at different way. As Kamata ties in the value add and the specific value proposition that we have at any given point in time. So we always have to be innovative. None of us want to be, you know, tomorrow's blockbuster videos or the blackberry phone where we enjoy a lot of market, share and a fair degree of success. Ultimately gets a leapfrog by being innovative out innovated by the competition, and to be innovative, you have to be willing to constantly disrupt your business model. You have to constantly challenge the way that you do things to become a better and ultimately those two ingredients should lead you to fair degree of success and result in wins. And having a culture that fosters not only trying hard and putting a lot of effort in but the end result of winning is really a lot of fun to be a part of and something that the. You know that we certainly strive for a Ryan. So we, we try every single solitary time. We do this podcast to pull little nuggets. Right. Well, I don't know if you noticed I took a bunch of extra notes, because your nuggets were fantastic. So the first nugget, which I think we could do an entire podcast on this. So I'm just going to do this as a rhetorical question which is disrupt your own business. Isn't that scary? Right. I mean you have used that word repeatedly and I just before we wrap things up. That's terrifying. Man. I mean business people are like, I'm not gonna updates working what is terrifying to me is letting someone else, disrupt your business, so you essentially, you have two choices in this life. You can either be the one that disrupts your business and helps your business move forward or you can let someone else do it. I always think of the NFL dilemma as not being a dilemma, you need to be willing to identify the innovators dilemma. What's holding your business back a lot of times? We have artificial boundaries if I ever hear my staff, say, you know what if I was going to start over this is what I would do. And then I would ask them what's preventing us from doing that? You know, and really being able to play kinda the devil's advocate, if you will, and constantly challenging our way of thinking because when we have those ideas when we have those thoughts, I think we're onto something great. And there's a real. Opportunity. Forced capitalize on that. Eric, thank you so much for hanging out this day and talking about this stuff. They accuse well four Doug and Eric, this is Matt Halloran just to wrap things up. If you have not disrupted your own business, somebody else's going to disrupt it for you, in fact, Racine and financial services, left and right. That technologies are coming in. Robo advisors are coming in no fee, platforms are coming. There's a lot of different things that are coming into disrupt. And if you don't get in front of that, unfortunately, you're going to be left behind number two. You have to be innovative. We have this inherent fear and financial services to try something unique and different, whether we have the excuse of compliance or whatever terrible excuse that you want to use. You have to really get past that. But the favorite thing that, that I think Eric said today, that really just makes me super happy is celebrating the win very few of you stop and say, I won because this is not a marathon, this is. Series of sprints? And if you always see where that finish line is, and if you're always going to celebrate each individual win one, you're going to be more motivated to your team's gonna be happier.

Matt Halloran Ryan Eric Doug NFL Enervate Racine twenty years
"matt halloran" Discussed on ESPN Chicago 1000 - WMVP

ESPN Chicago 1000 - WMVP

01:32 min | 3 years ago

"matt halloran" Discussed on ESPN Chicago 1000 - WMVP

"Third rack capacity without losing space on the lower ranks let you get more dishes clean per load boston's america's quietest dishwasher brand you won't even know it's running in the background see the complete lineup of box dishwashers at apt abt or call us at eight four seven five four four two two two two a b dot com asked for the great steve schapiro at pleasing people since nineteen thirty six that's apt dot com aren't i'm all in i'm going to grow beard though the cubs are all alone in i and all the money we're gonna raise is going to go to help the hallier strong fund for matt halloran and his family's matt battle stage four stomach cancer he's got a wife and a three year old son and it's been a horrific time in their life obviously so if you can help please i just tweeted out the link to the gofundme page and we're we're in all in i'm doing this and we're going to see how this goes to help the hallard family that's what we're gonna do that's the most pressing need right now and i just tweeted it out danny's tweeted it out i think blacks about to tweet it out you'll follow suits yeah everybody make sure you hit up all in timeout tom waddell next count you to try what would happen if you suddenly lost her actress or your natural gas even your cable tv because a neighbor didn't contact julie before starting a digging project from treason mailbox post defense index remember to contact julie before.

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