How Clients Interact With Financial Technology —A.U.M.™ LIVE

Think about your last sales pitch. How did it go? Did you walk away feeling like you made a deep connection with your prospect, or like you tried to sell them on a service? More importantly, what impr...

12 Elo 202431min

Join Kalli as she discusses (on the fly) promoting your book to build credibility on this episode of Ask Us Marketing™, sponsored by the FPA.

5 Elo 202423min

There are multiple outlets for investing in your firm’s reach and client retention. So how do you know which is right for you? Jesse Cramer, our guest on this episode, lives by Ben Franklin’s words: “...

29 Heinä 202437min

If your online presence isn’t generating the growth you want it to, the missing link just might be your LinkedIn strategy. How personal should your profile be? How much should you repost vs. post orig...

22 Heinä 202429min

Do sales calls still give you the chills? You’re not alone! The financial planning industry is built on client-advisor relationships, so it’s no surprise that developing trust throughout your sales fu...

15 Heinä 202435min

You already know how to talk about your firm in person or over Zoom. But do you know how to do it on air? In this episode of Ask Us Marketing, sponsored by the FPA, Kalli interviews Sara Lohse, the br...

8 Heinä 202432min

When you realize that 90% of consumers read reviews before committing to a purchase, the value of creating and implementing a testimonial process is obvious. But since we’re only four years out from t...

1 Heinä 202430min

Unfortunately for most financial advisors, engaging copy makes for a much better siren song than a spreadsheet. Every social media post you make, email you send, and blog you write is either drawing a...

24 Kesä 202440min