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 firm Kalli Collective, this episode dives into the marketing tactics that financial advisors are using today, providing exclusive insights on trends like rising client acquisition costs and marketing efficiency.

As a leading voice in financial planning, Michael Kitces shares valuable, data-driven strategies that will help advisors fine-tune their marketing efforts for the year ahead. From top tactics to industry challenges, Kitces’ research offers actionable takeaways that are essential for advisors looking to grow.

What You’ll Learn:

  • Proven marketing strategies used by successful financial advisors in 2024
  • How client acquisition costs are shifting and impacting growth
  • Expert tips from the Nerd’s Eye View to improve your marketing results

Don’t miss this chance to gain insights directly from Kitces! Tune in and take your marketing to the next level.

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Live Advisor Website Review —A.U.M.™ LIVE for financial advisors

Live Advisor Website Review —A.U.M.™ LIVE for financial advisors

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Attract Ideal Clients Through Webinars —A.U.M.™ LIVE for financial advisors

Attract Ideal Clients Through Webinars —A.U.M.™ LIVE for financial advisors

Webinars can do more than educate—they can generate leads from your exact niche. Join Kalli Fedusenko and Elizabeth Reider from Indigo Marketing Agency for a tactical session on “Attract Ideal Clients...

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How Advisors Can Win Sales With Writing —A.U.M.™ LIVE for financial advisors

How Advisors Can Win Sales With Writing —A.U.M.™ LIVE for financial advisors

Words sell—when they're the right ones. Join Kalli Fedusenko and Derek Pollard for "Win Sales with Writing", a powerful session on how to craft compelling copy that connects, converts, and builds long...

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How Advisors Can Sound Like a Pro: Using Voice to Strengthen Your Brand —A.U.M.™ LIVE for financial advisors

How Advisors Can Sound Like a Pro: Using Voice to Strengthen Your Brand —A.U.M.™ LIVE for financial advisors

Your voice is more than just sound—it’s your brand’s first impression. Join Kalli Fedusenko and Jodi Krangle of VoiceOversAndVocals.com for a fascinating session on “Sound Like a Pro: Using Voice to S...

21 Huhti 202535min

What's Working in Q1 2025 —A.U.M.™ LIVE for financial advisors

What's Working in Q1 2025 —A.U.M.™ LIVE for financial advisors

Your audience has changed—has your marketing kept up? Join Kalli Fedusenko and Jess Flynn from Intention.ly for a forward-looking, data-backed session on “What’s Working in Q1 2025.”From client engage...

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How to Light Your Videos —A.U.M.™ LIVE for financial advisors

How to Light Your Videos —A.U.M.™ LIVE for financial advisors

Lighting can make or break your video content, and no one knows this better than Michelob Fedusenko. As a professional grip with experience working on Hallmark movies, music videos, and commercials fo...

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Network Like a Human, Not a Salesy Weirdo —A.U.M.™ LIVE for financial advisors

Network Like a Human, Not a Salesy Weirdo —A.U.M.™ LIVE for financial advisors

Networking doesn’t have to be awkward or uncomfortable. Join Kalli Fedusenko and Melissa from PowerfulWomenRising.com for an empowering session on "How to Network Like a Human, Not a Salesy Weirdo."He...

24 Maalis 202531min

Website Terms Every Financial Planner Needs to Know —A.U.M.™ LIVE for financial advisors

Website Terms Every Financial Planner Needs to Know —A.U.M.™ LIVE for financial advisors

In this episode of A.U.M. - Ask Us Marketing™, Kalli Fedusenko is breaking down the essential website-related terms every financial planner needs to know. Whether you’re dealing with IT providers, upd...

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