Improve Your Sales And Win More Clients —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

Want to be in on the next big thing before it drops? Thanks to Inside Information, you can be! You might not know how to decode the latest TikTok terminology, but you can become fluent in up-and-comin...

12 Feb 202446min

For advisors looking to establish themselves as reliable resources, hosting a webinar is a move that just makes sense. But where do you start? How do you pick a topic, and how do you make sure your au...

5 Feb 202437min

As an advisor, you know your way around numbers. But what about your social media and website metrics? If you want to learn the difference between engagement, impressions, reach, and views, and unders...

29 Jan 202428min

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

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

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

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