What to Say in Your Automated Follow-up Sequences —A.U.M.™ LIVE for financial advisors

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

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

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

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

When you’re in the world of financial advising, knowing how to communicate intuitively can be the difference between hitting it off with your clients and closing shop. What if there was a tool to help...

11 Mar 202433min