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

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

Get ready for some on-the-spot marketing magic! What makes a website work for financial advisors? Find out in this live, rapid-fire audit session with Kalli Fedusenko as she hosts and leads “Live! Website Reviews.”

From homepage hooks to call-to-action flops, Kalli will break down exactly what’s helping advisors attract clients—and what’s driving them away. If you’ve ever wondered what a marketing pro really thinks about your site, now’s your chance to find out.

✨ Brought to you by the Financial Planning Association (FPA).


WEBSITE REVIEWED: https://michiganfinancial.com/kin

WEBSITE VIDEO EXAMPLE: https://themeakemgroup.com/

WEBSITE VIDEO AND FLIP BOX EXAMPLE: https://capnorthwest.com/

Jaksot(78)

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

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
rss-rahapodi
psykopodiaa-podcast
rss-rahamania
herrasmieshakkerit
ostan-asuntoja-podcast
taloudellinen-mielenrauha
rss-sami-miettinen-neuvottelija
rahapuhetta
juristipodi
rss-startup-ministerio
rss-paasipodi
rss-draivi
pomojen-suusta
rss-lahtijat
rss-rikasta-elamaa
rss-pinnan-alla-kiehuu
rss-sisalto-kuntoon
rss-seuraava-potilas