Intro Episode Making the Most of AI - A.U.M.™ for financial advisors

Why do your clients hire you? Is it for the service you provide or for the opportunity to live the life they want? In this A.U.M.™ episode brought to you by the FPA, Kalli talks with Kim Skermer about...

15 Huhti 202434min

How important is your financial technology? Does it really make a difference to your clients? Should you be investing in additional apps and software? Find out in this informative A.U.M.™ episode brou...

8 Huhti 202436min

As a financial advisor, sharing client testimonials is a little trickier than it is in other industries. How do you navigate SEC regulations while sharing those glowing reviews? And what’s the best wa...

1 Huhti 202425min

Referrals remain one of the top growth strategies for many financial advisors. If you're wondering if you're missing out on referrals because you're focusing on other marketing strategies, then this e...

25 Maalis 202432min

When you’re in the world of financial advising, knowing how to communicate intuitively can be the difference between hitting it off with your clients and closing shop. What if there was a tool to help...

11 Maalis 202433min

AUM (Ask Us Marketing) is a 30-minute live stream airing every Monday (sans holidays) at noon central, 12 p.m. CST. We delve into a specific marketing topic in each episode. Sometimes it's with an exp...

4 Maalis 202441min

Want to be in on the next big thing before it drops? Thanks to Inside Information, you can be! You might not know how to decode the latest TikTok terminology, but you can become fluent in up-and-comin...

12 Helmi 202446min

For advisors looking to establish themselves as reliable resources, hosting a webinar is a move that just makes sense. But where do you start? How do you pick a topic, and how do you make sure your au...

5 Helmi 202437min