We work out of Toronto, ON and Kalamazoo, MI.

For all inquiries we can be reached toll free:  877.260.5710 Ext. 2

Mail us at:

784 Taunton Road East
PO Box 78004
Taunton and Harmony P.O.
Oshawa ON
L1K 0H7


Or let us contact you! Fill out the form below and we’ll get back to you within 2 business days!

PODCAST: Marketing for Top Advisors

We regularly quip about branding and marketing for financial advisors. Kirk Lowe, Matt Halloran and Ray Gauthier share their unique perspectives, strategies and experiences working with financial advisors for over 20 years. We also hand pick experienced financial marketing and technology guests to help advisors simplify their marketing mindsets and strategies to achieve better results.


Explore a simple, sustainable marketing mindset that will help you attract more ideal referrals.

"The most important paper I've written in my 17 years in financial marketing. How advisors are killing their practices by not investing in the right referral mindset." - Kirk Lowe



Take Control. Start at Influencer Academy.

For many years now, we're been creating and sharing marketing resources for financial advisors. A few years back, we created AdvisorU and before long, and without much promotion, it grew to 300 members in a month. We've decided to rename AdvisorU to Influencer Academy and make it available for free right here at TopAdvisorMarketing.com. There are 150+ papers, videos, courses, practice management audio-snippets, exercises for developing your top advisor brand, developing effective websites, implementing sound social media, starting your own financial podcast and more. Oh, and there's no charge to access.