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
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
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
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
Identifying and Combating Online Security Threats —A.U.M.™ LIVE
So your password isn’t FinancialAdvisor123 and your security question isn’t your dog’s name; you’ve got those down pat. But what about all of the other ways your firm is vulnerable to cybercrime? Keep...
26 Elo 202427min
Building a Brand Around Personal Passions —A.U.M.™ LIVE
You’re more than a financial planner, so why not put that on display? Human connection is one of the most crucial factors in client-advisor relationship longevity and it can also be the key to helping...
19 Elo 202433min
Market Yourself on Prospect Calls —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
