How Advisors Should Define Their Ideal Client —A.U.M.™ LIVE

You already know how to talk about your firm in person or over Zoom. But do you know how to do it on air? In this episode of Ask Us Marketing, sponsored by the FPA, Kalli interviews Sara Lohse, the br...

8 Jul 202432min

When you realize that 90% of consumers read reviews before committing to a purchase, the value of creating and implementing a testimonial process is obvious. But since we’re only four years out from t...

1 Jul 202430min

Unfortunately for most financial advisors, engaging copy makes for a much better siren song than a spreadsheet. Every social media post you make, email you send, and blog you write is either drawing a...

24 Jun 202440min

What do prospects in your area see when they Google “financial advisor near me”? Does your firm come up? Does your Google business profile give off “the search is over” vibes, or does it leave a littl...

17 Jun 202433min

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