How to Leverage Your Book to Get Press Coverage —A.U.M.™ LIVE
Did you know that one of the best ways for advisors to get established as trusted experts is to write a book? And while writing a book is a feat in and of itself, getting it noticed is a whole other c...
22 Jan 202431min
Research-Based Marketing With Dr. Dubofsky And Dr. Sussman —A.U.M.™ LIVE
Where is the intersection of mind, soul, and personal finance? Go beyond the numbers this week as we invite Drs. David Dubofsky and Lyle Sussman, co-authors of “Your Total Wealth,” to share the life l...
8 Jan 202435min
Marketing Around Your Audience's Life Events
Age may be “just a number,” but it also impacts the financial scenarios your clients face. Want to stay ahead of the curve and make marketing moves that meet your clients where they’re at? In this epi...
4 Des 202331min
Incorporating Charitable Causes Into Your Marketing
We host A.U.M - Ask Us Marketing on the first Monday of every month. In this episode, we will be talking to David Adams of Adams Wealth Partners about Integrating a Charitable Cause (like Alzheimer's ...
6 Nov 202327min
How Can Advisors Get Referrals from CPAs?
Some things just work well together, like cheese curds and french fries or CPAs and Financial Advisors. In this episode of Ask Us Marketing, Kalli and CA/US wealth and tax specialist Gerry Scott talk ...
2 Okt 202331min
Press Tips for Advisors
You’ll want to press play on this episode of Ask Us Marketing! Join Kalli and Ben Lewis, Chief Communications Officer at the Financial Planning Association, to talk about how advisors can spiff up the...
11 Sep 202334min
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 Jul 202332min
