In this episode, Angie guides listeners through a mid-year check-in to assess their progress and make adjustments for the rest of the year. Angie emphasizes the importance of having awareness and clarity in order to create the year you want. The episode includes six powerful questions to help listeners reflect on their goals, time allocation, satisfaction, contributing factors to success, obstacles, and achievements. Angie encourages listeners to take responsibility for their choices and decide what actions, if any, they want to take based on their reflections. Takeaways

• Take the time to reflect on your progress and satisfaction with your goals and overall year
• Identify where you have been devoting the most time and consider if there are areas you want to prioritize in the second half of the year
• Rate your satisfaction with your year so far on a scale of 1 to 10
• Recognize and acknowledge the factors that have contributed to your success
• Identify and address the obstacles that have been getting in your way
• Celebrate and be proud of your achievements, regardless of how big or small

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Mid-Year Check-In Assessment. If you complete the one above, it will come to Angie, and she will send you some feedback!

If you'd rather print it and not share, you can download the Mid-Year Check In PDF

In this episode, Angie Wisdom interviews Matt Halloran, co-founder of Proud Mouth, about the challenges financial advisors face in marketing themselves and the importance of being authentic. They discuss the impact of social media, the need for 20 touch points to build relationships, and the shift from product-focused selling to advice and relationship-focused marketing. Matt shares the perfect content formula and the importance of storytelling, entertainment, education, and call to action in content creation. They also explore the significance of authenticity, attraction marketing, and the grind of outdated marketing methods. The conversation covers the challenges and strategies of content marketing, emphasizing the shift in marketing dynamics and the importance of authentic, organic content. It also delves into the significance of building relationships, leveraging referrals, and the impact of content marketing on client acquisition and growth. The conversation concludes with insights on personal branding, delegation, and the value of professional development for team members.

Takeaways

• Financial advisors can overcome marketing restrictions by being authentic and following compliance guidelines.

• Building relationships in the digital age requires 20 touch points, emphasizing the need for an ever-present and omnipresent online presence.

• The shift in financial advising from product-focused selling to advice and relationship-focused marketing is essential for attracting and retaining clients.

• The perfect content formula includes storytelling, entertainment, education, and a call to action, providing a framework for effective content creation.

• Authenticity and attraction marketing play a crucial role in building trust and connecting with clients, while outdated marketing methods can make client acquisition more challenging. Content marketing is not an instant gratification strategy and requires a long-term approach.

• Authentic, organic content is essential for reaching and engaging with the target audience.

• Leveraging referrals and building relationships are key components of successful content marketing.

• Delegating marketing responsibilities to team members can empower and support the growth of the business.

• Professional development and education for team members can enhance their ability to support the business's marketing efforts.

Connect with Matt Halloran:

@proudmouth on Instagram

www.proudmouth.com

https://www.linkedin.com/in/matthalloranpm/

In this conversation, Angie Wisdom and Kim O'Hara discuss the importance of sharing personal stories, the challenges of writing and sharing one's story, and the impact of storytelling on personal growth and external influence. They explore the significance of understanding and embracing one's story, the cathartic nature of storytelling, and the impact of personal stories on others. They also delve into the mindset and confidence required for sharing a story, the process of writing and editing, and the value of reading and storytelling in personal and professional development. The conversation dives into the impact of personal stories and the process of writing a book. It explores the influence of past experiences on present identity, the role of parental influence, and the significance of excavating one's story. It also discusses the challenges of vulnerability, the evolution of the writing process, and the importance of intentional writing.

Takeaways:

• Understanding and embracing one's personal story is essential for personal growth and self-awareness.

• Sharing personal stories can have a cathartic effect and can impact others in profound ways.

• The process of writing and sharing a personal story requires mindset, confidence, and a willingness to confront discomfort.

• Reading and storytelling play a significant role in personal and professional development, enhancing vocabulary, intelligence, and communication skills. Our past experiences shape our present identity and influence our choices.

• Writing a book involves excavating one's story and embracing vulnerability.

• The writing process evolves, and intentional writing is essential for impactful storytelling.

• Sharing personal stories can have a profound impact on others and bring about positive change.

Connect with Kim O’Hara:

@kimoharacoach

@kimoharabooks

https://www.linkedin.com/in/kimoharacoaching/

kimohara.com

kimoharabooks.com