Actionable Tips for Advisors: Stand Out by Improving Online Presence With Matt Kress

The Active Advisor

What’s the single most important part of an Advisor’s website and how can you maximize its impact? Why does it matter if we can see your pupils?

For answers to these questions and many more actionable tips to improve your website and LinkedIn profile, catch this episode of The Active Advisor. Host Bryan Moore chats with Matt Kress who is actively building innovative growth strategies using AI for mid-market enterprises.

Bryan and Matt discuss the importance of optimizing an advisor's online presence, specifically focusing on their website and LinkedIn profile. They highlight the need for advisors to differentiate themselves through uncommon commonalities and how to provide valuable content to prospects.

This episode of The Active Advisor covers:
Online presence: Key tips to improve a prospect’s first impression

• LinkedIn best practices you can implement today
• Uncommon commonalities and why they matter
• Using the “Five ‘Whys” exercise to uncover deep emotional motivators
  

Matt is a dynamic professional with a passion for growth, relationship-building, and making a positive impact by helping busy Financial Advisors and their marketing teams convert their website traffic into profitable leads and launch growth systems.

With a diverse background spanning various industries, Matt brings a wealth of experience to the table. His journey includes co-founding and successfully selling Relate.ly, a smart relationship management software, and playing a key role in the acquisition of Kredible, a technology-enabled practice management firm.

Matt also helped start Bunnell Idea Group, an innovative business development training firm. Over the years, he’s helped hundreds of financial advisors and other businesses grow by adapting to their prospects' buying behaviors and improving their sales and marketing processes.

Guest Details

• Matt Kress on LinkedIn

Harbor Capital Details

• Harbor Capital Website
• Harbor Capital on LinkedIn
• Harbor Capital on Youtube
• Harbor Capital on Twitter
• Host Bryan Moore on LinkedIn

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP

3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors

6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial
Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors
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