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
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
Advisor Testimonial Regulations —A.U.M.™ LIVE
Navigating the complexities of marketing regulations is a critical challenge for financial advisors, especially in light of the SEC’s updated marketing rules introduced in 2022. These new regulations ...
23 Syys 202429min
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
