Tag: advisor branding

Become Your Own Adjective: How Chris Panagiotu Redefined Influence and Integrity

Become Your Own Adjective: How Chris Panagiotu Redefined Influence and Integrity

Matt Halloran welcomes Chris Panagiotu, a financial planner, author, and podcaster known for transforming the way advisors think about influence and integrity. In this conversation, Chris shares the pivotal moments that shaped his journey, from leaving the wirehouse world to building a values-driven framework grounded in financial philosophy. His story reveals how authenticity, generosity, and clarity can turn a business into a movement, and a planner into a voice people trust.

Chris unpacks the balance between guest interviews and solo thought leadership, why gifting knowledge freely compounds into trust, and how to avoid the common missteps that stall influence building. He also shares behind-the-scenes stories about moving from wirehouse frustration to running his own firm, writing books, and speaking on big stages.

What to expect:
• The mindset shift from blending in to standing out
• How Chris turned goodwill into growth without chasing quick wins
• Lessons from networking mistakes and better referral questions
• Why influence today comes from the person more than the brand

Listen to this episode, and then subscribe to our Playbook library for exclusive access to insights from top industry leaders like Chris Panagiotu.

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ProudMouth

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 Connect With Our Guest:

CAPitalize Your Finances

LinkedIn: Chris Panagiotu

CapitalizePodcast.com

Permission Granted: Carl Richards on Building a Human Brand That Lasts

Permission Granted: Carl Richards on Building a Human Brand That Lasts

What does it really take to rise above the noise when fear and doubt are sitting in the room with you?

In this episode of Rise Above The Noise, host Matt Halloran welcomes Carl Richards, author, keynote speaker, and creator of The Behavior Gap. Carl shares how he gave himself permission to stop copying the crowd, embrace his quirks, and build a brand that clients can’t ignore.

From his “Mr. Burns” imposter story to his New York Times sketches, Carl unpacks the messy reality of creating clarity in a world that wants you to fit in. Together, Matt and Carl dig into the mindset shifts, tactical clarity, and community-building moves that let you serve the people you’re truly meant to help.

What to expect:
• Why fear is often a signal you’re on the right track
• The two questions that bring clarity to your message
• How generosity actually drives trust and business growth
• Why building community means getting your ego out of the way

It’s time to Rise Above The Noise.

Listen to this episode, and then subscribe to our Playbook library for exclusive access to insights from top industry leaders like Carl Richards.

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ProudMouth

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LinkedIn: Matt Halloran

Connect With Carl Richards:
BehaviorGap.com
LinkedIn: Carl Richards
Twitter/X: @behaviorgap

Want to see more from Carl’s new book?

Just email Carl: hello@behaviorgap.com. Use the subject line “Friend of Carl” and he’ll send you 7 of his favorite sketches and essays.

You can pre-order the book now: https://www.amazon.com/Your-Money-Reimagining-Wealth-Sketches/dp/1804091715

From Stage to Strategy: Mitch Slater’s Path to Influence

From Stage to Strategy: Mitch Slater’s Path to Influence

Mitch Slater’s voice didn’t just rise above the noise. It cut through it with purpose. 

From shadowing Larry King and going on air with Howard Stern to leading UBS’s national digital sales communication strategy, Mitch’s story is a masterclass in evolving with intention. 

But this isn’t just about media moments or name-dropping. It’s about the grit, heart, and reinvention it takes to go from performer to advisor to influencer.

In this episode, Matt Halloran dives deep into Mitch’s winding road to influence, how he turned setbacks into springboards, and the non-negotiable habits that helped him earn trust and stay relevant for decades.

What to expect:

  • A behind-the-scenes look at Mitch’s early media career (yes, Alec Baldwin and Bruce Springsteen make cameos)
  • How to use storytelling and listening to build lasting trust
  • What it really means to move from advisor to authority to influencer
  • A playbook for keeping your edge and your humanity as your platform grows

It’s time to rise above the noise. 

Listen to this episode, and then subscribe to our Playbook library for exclusive access to insights from top industry leaders like Mitch Slater.

Connect With Us:

ProudMouth

LinkedIn: Matt Halloran

X: Matt Halloran

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Connect with Our Guest:
🔗 https://www.linkedin.com/in/mitchslater/
🌐 https://www.ubs.com