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 joined by Laura Garfield, co-founder of Idea Decanter, to explore how you can become a #Finfluencer. Laura will share actionable video marketing strategies tailored to help financial advisors create engaging content, attract the right audience, and build lasting connections with followers. Whether you’re new to video marketing or already creating content, you’ll learn how to optimize your influence, grow your brand, and reach new heights in your advisory business. Get ready to take your marketing efforts to the next level and position yourself as a top financial advisor in your field.


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Insights From Client Interviews

Insights From Client Interviews

Ever wondered about the how-to and why of interviewing your clients? We’ve got you covered in this episode of Ask Us Marketing. Learn how Elyse Stoner and Angela York of Custom Strategic Marketing for...

10 Heinä 202332min

Accelerate Your Influence Through Podcasting

Accelerate Your Influence Through Podcasting

You’ve got the financial know-how but not the engagement. What gives? We sat down with Matt Halloran of ProudMouth to learn why podcasting is the next frontier and how to use it to accelerate your inf...

5 Kesä 202328min

How to prepare your business for transition

How to prepare your business for transition

Are you planning to work forever? We caught up with Saša Mirković of Inspire Network to learn why you should start planning your exit strategy now, how to build a team that can steer the ship without ...

1 Touko 202332min

How to Use Video in Your Marketing

How to Use Video in Your Marketing

Pop quiz: what type of digital marketing has the longest shelf life? We sat down with Laura Garfield from Idea Decanter to talk about the value of video production and answer your DIY video questions....

3 Huhti 202330min

How to Meet Your NNA Goal in a Down Market

How to Meet Your NNA Goal in a Down Market

Business growth doesn’t have to slow when the market is sluggish! Join us as we talk with Tommy Doerfler, CPA, CFP®, CEPA® of Lighthouse Wealth Group, about how he met his Net New Asset goals during a...

6 Maalis 202330min

What Numbers to Expect From Your Marketing

What Numbers to Expect From Your Marketing

How do you measure success when it comes to your digital presence? You may be checking your likes, followers, and views, but how do you know if your numbers are on track to reach your business growth ...

6 Helmi 202332min

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