Connect On A Deeper Level —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 Juni 202432min
Getting Started Podcast Needs —A.U.M.™ LIVE
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 Juni 202435min
How To Teach Your Client's Children About Building Wealth —A.U.M.™ LIVE
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 Maj 202424min
Perfecting Your Video Prospect Pipeline —A.U.M.™ LIVE
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 Maj 202436min
How To Maximize The Impact Of PR (AND Gain More Earned Media) —A.U.M.™ LIVE
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 Maj 202428min
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
