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

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.

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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