Establish Credibility Through Book Promotion —A.U.M.™ LIVE
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
Growing Your AUM Via Your Podcast —A.U.M.™ LIVE
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
Improve Your Sales And Win More Clients —A.U.M.™ LIVE
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
How To Be A Podcast Guest —A.U.M.™ LIVE
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
Grow Your Online Reputation With Testimonials —A.U.M.™ LIVE
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
Conquering Copywriting —A.U.M.™ LIVE
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
Grow With Google Reviews —A.U.M.™ LIVE
What do prospects in your area see when they Google “financial advisor near me”? Does your firm come up? Does your Google business profile give off “the search is over” vibes, or does it leave a littl...
17 Kesä 202433min
