How Advisors Can Legally Protect Themselves When Using AI —A.U.M.™ LIVE
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
Implementing Human-First Financial Guidance® —A.U.M.™ LIVE
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
Lifestyle Marketing —A.U.M.™ LIVE
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
How Clients Interact With Financial Technology —A.U.M.™ LIVE
How important is your financial technology? Does it really make a difference to your clients? Should you be investing in additional apps and software? Find out in this informative A.U.M.™ episode brou...
8 Apr 202436min
Creating A Testimonial Process —A.U.M.™ LIVE
As a financial advisor, sharing client testimonials is a little trickier than it is in other industries. How do you navigate SEC regulations while sharing those glowing reviews? And what’s the best wa...
1 Apr 202425min
Implementing Referral Methods into Your Marketing —A.U.M.™ LIVE
Referrals remain one of the top growth strategies for many financial advisors. If you're wondering if you're missing out on referrals because you're focusing on other marketing strategies, then this e...
25 Mar 202432min
How to build a business empire from your podcast —A.U.M.™ LIVE
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 exp...
4 Mar 202441min
