How To Teach Your Client's Children About Building Wealth —A.U.M.™ LIVE

How To Teach Your Client's Children About Building Wealth —A.U.M.™ LIVE

How ecstatic would your clients and your clients' children be if you could help them get a degree from college with little to no debt? Yeah, we thought so. Well, that's exactly what we're going to be talking to Nia Grant about in this A.U.M. - Ask Us Marketing™ episode brought to you by the FPA. Nia received $1,000,000 (yep, that's the right amount of zeros) in grants and scholarships towards college and now she's making it her mission to teach others how to get cash for, during, and after college. And, did we mention she is shining bright light of joy? If you're strategizing how to connect with the next generation of investors, then this is the episode for you!

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How to Be a Crazy Good Presenter —A.U.M.™ LIVE for financial advisors

How to Be a Crazy Good Presenter —A.U.M.™ LIVE for financial advisors

In this FPA-sponsored A.U.M. - Ask Us Marketing™ episode, hosted by Kalli Collective, we’re diving into the secrets of delivering presentations that captivate, engage, and leave a lasting impact. Whet...

27 Tammi 202539min

Marketing Mistakes Advisors Make (And How to Avoid Them!) —A.U.M.™ LIVE

Marketing Mistakes Advisors Make (And How to Avoid Them!) —A.U.M.™ LIVE

Every advisor wants their marketing to stand out—but what if you’re making mistakes that are holding you back? In this FPA-sponsored A.U.M. - Ask Us Marketing™ episode, hosted by Kalli Collective, we’...

16 Joulu 202423min

How Advisors Should Define Their Ideal Client —A.U.M.™ LIVE

How Advisors Should Define Their Ideal Client —A.U.M.™ LIVE

In this FPA-sponsored A.U.M. - Ask Us Marketing™ episode, hosted by advisor marketing firm Kalli Collective, we explore how financial advisors can define and attract their ideal client. Lori Thiel, CE...

9 Joulu 202452min

Creating Atomic Content —A.U.M.™ LIVE

Creating Atomic Content —A.U.M.™ LIVE

In this FPA-sponsored episode of A.U.M. - Ask Us Marketing™, hosted by Kalli Collective, we’re excited to feature Matt Halloran from ProudMouth, discussing the innovative Atomic Content method. Matt b...

25 Marras 202433min

Become a Video #Finfluencer —A.U.M.™ LIVE

Become a Video #Finfluencer —A.U.M.™ LIVE

Do you want to amplify your voice as a financial advisor and become a trusted expert in your niche? In this FPA-sponsored episode of A.U.M. - Ask Us Marketing™, hosted by Kalli Collective, we’re joine...

18 Marras 202429min

Kitces on His 2024 Marketing Research Report —A.U.M.™ LIVE

Kitces on His 2024 Marketing Research Report —A.U.M.™ LIVE

In this FPA-sponsored episode of A.U.M. - Ask Us Marketing™, Michael Kitces, creator of the Nerd’s Eye View blog, joins us to unpack his latest 2024 marketing research. Hosted by advisor marketing fir...

4 Marras 202435min

Repurposing Your Podcast Content —A.U.M.™ LIVE

Repurposing Your Podcast Content —A.U.M.™ LIVE

In this FPA-sponsored A.U.M. - Ask Us Marketing™ episode, hosted by Kalli Collective, you’ll discover how to maximize the impact of your podcast content with Sarah Hopkinson, founder of CopyHop. Learn...

21 Loka 202422min

Event Essentials for Advisors —A.U.M.™ LIVE

Event Essentials for Advisors —A.U.M.™ LIVE

Hosting successful events can be a game-changer for financial advisors looking to connect with clients and prospects in a meaningful way. But what does it take to create an event that leaves a lasting...

30 Syys 202430min

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