The MI Strategy

Most advisors struggle to attract and influence ideal clients. “I just need a steady stream of qualified leads” is a common plea. 

Wouldn’t it be great if instead of chasing leads (or buying them), you could own a system that creates relationships and builds momentum now, next quarter, and for years to come? That’s one kick-ass solution.

Our Micro-Influencer system works as a short-, medium-, and long-term marketing plan simultaneously. We’ve developed this system to solve your ongoing lead generation and marketing challenges. We help you gain the momentum you need. You focus on what you do best — speaking your expertise. We build and implement the rest.

Stop chasing leads, invest in a system that creates relationships.


Learn more about our Micro-Influencer solution:


Your Voice


Your Loud


Your Audience

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.


Death by Referrals Whitepaper

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


The Future of Referrals Ain’t What it Used to Be

Referrals are still the cornerstone for building AUM as a financial advisor but the “old ways” just don’t work anymore.

This whitepaper outlines how and why things have changed when it comes to getting good quality referrals, and what to do about it.

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.