Marketing Around Your Audience's Life Events

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 episode of Ask Us Marketing, we’re interviewing Philipp Hecker, Co-Founder and CEO of Bento Engine, to learn how to market around client milestones like saving for a first home and enrolling in Medicare. Watch to learn how to create a marketing strategy that fits your client's needs in every season! AUM (Ask Us Marketing) is a 30-minute live stream airing every Monday (sans holidays) at noon central, 12 p.m. CST. We delve into a specific marketing topic in each episode. Sometimes it's with an expert in that topic, a planner who has seen success, or FAQ with our team. Never miss an AUM episode! Sign up for our newsletter: https://kallicollective.com/newsletter/ and follow us on YouTube: https://www.youtube.com/@kallicollective/streams

Episoder(77)

Are IRL Seminars Still Working? - A.U.M.™ LIVE

Are IRL Seminars Still Working? - A.U.M.™ LIVE

Are IRL Seminars Still Working? — A.U.M.™ LIVE for financial advisorsSeminar marketing isn’t what it used to be—it’s better. Join Kalli Fedusenko, Advisor Marketing, Speaker and Derek Janis from Acqui...

3 Des 202531min

How Interactive Lead Magnets Drive Sales Conversations - A.U.M.™ for Financial Advisors

How Interactive Lead Magnets Drive Sales Conversations - A.U.M.™ for Financial Advisors

Not all lead magnets are created equal—and the best ones don’t just collect emails… they create conversations. Join Kalli Fedusenko, Advisor Marketing, Speaker and Craig Clark, Chief Growth Officer at...

17 Nov 202535min

How Testimonials Outcompete AI - A.U.M.™ for Financial Advisors

How Testimonials Outcompete AI - A.U.M.™ for Financial Advisors

Your testimonials are more than just nice words—they’re strategic fuel for better marketing. Join Kalli Fedusenko, Advisor Marketing, Speaker and Brian Thorp from Wealthtender (https://wealthtender.co...

3 Nov 202532min

You’ve Already Written a Book — A.U.M.™ LIVE for financial advisors

You’ve Already Written a Book — A.U.M.™ LIVE for financial advisors

You’ve already written a lot. Now it’s time to turn that into something lasting. Join Kalli Fedusenko, Advisor Marketing, Speaker and Brian Hart for a practical conversation about Author Prime, the pl...

27 Okt 202533min

Make Your Podcast Discoverable - A.U.M.™ LIVE for financial advisors

Make Your Podcast Discoverable - A.U.M.™ LIVE for financial advisors

Publishing your podcast is only half the battle—getting it found is the other. Join Kalli Fedusenko, Advisor Marketing, Speaker and Justin Peters of SimplePod Studios for a no-fluff session on how to ...

13 Okt 202531min

What’s a Brand Evangelist, and Do Advisors Need One? —A.U.M.™ LIVE for financial advisors

What’s a Brand Evangelist, and Do Advisors Need One? —A.U.M.™ LIVE for financial advisors

Brand evangelism isn’t just a buzzword; it’s a strategy. Join Kalli Fedusenko, Advisor Marketing, Speaker and Diana Cabrices for a dynamic episode on what a brand evangelist does, why it matters, and ...

29 Sep 202532min

Email & Text Marketing for Financial Advisors with Robert Sofia —A.U.M.™ LIVE for financial advisors

Email & Text Marketing for Financial Advisors with Robert Sofia —A.U.M.™ LIVE for financial advisors

What if you could stop guessing and start sending emails and texts that actually work? Join Kalli Fedusenko, Advisor Marketing and Robert J. Sofia of Snappy Kraken for a data-packed episode of A.U.M.™...

17 Sep 202532min

Brains, Biases & Better Conversations for Advisors —A.U.M.™ LIVE for financial advisors

Brains, Biases & Better Conversations for Advisors —A.U.M.™ LIVE for financial advisors

Financial decisions aren’t just about numbers—they’re deeply human. Join Kalli Fedusenko, Advisor Marketing, Speaker and Brendan Frazier of RFG Advisory for an eye-opening episode on how behavioral fi...

26 Aug 202538min

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