Webinar Process from Idea to Client Follow-Up —A.U.M.™ LIVE

There are few things more disappointing than watching your clients ignore your advice. But what if you could dig underneath that “Oh, I changed my mind” and get to the root of what drives their financ...

10 Jun 202432min

Are you starting a financial planning podcast? Time for a mic check. You’ve got engaging tips for wealth management, accreditation, and an advisory firm. But, back to that mic check– do you have the r...

3 Jun 202435min

How ecstatic would your clients and your clients' children be if you could help them get a degree from college with little to no debt? Yeah, we thought so. Well, that's exactly what we're going to be ...

20 Mai 202424min

Join us as we talk with Kitces Marketing Summit speaker, Nate Hoskin of Hoskin Capital. We'll be digging into Nate's short-form video prospect process which has led to an average of 3 inbound discover...

13 Mai 202436min

Let's talk about how you can generate buzz, increase brand awareness, and secure valuable media coverage with the combined efforts of public relations & marketing. Join us for an insightful live strea...

6 Mai 202428min

Are you leaving yourself open to lawsuits by using Chat GPT and other AI platforms? Learn the processes you need to implement to legally protect yourself. In this A.U.M.™ episode brought to you by the...

29 Apr 202427min

Nobody wants to feel like a number or a formula. So what if your advisory services could become a catalyst for deeper connections instead of pigeonholing your client's needs into calculations? That’s ...

22 Apr 202429min

Why do your clients hire you? Is it for the service you provide or for the opportunity to live the life they want? In this A.U.M.™ episode brought to you by the FPA, Kalli talks with Kim Skermer about...

15 Apr 202434min