How Can Advisors Get Referrals from CPAs?
Some things just work well together, like cheese curds and french fries or CPAs and Financial Advisors. In this episode of Ask Us Marketing, Kalli and CA/US wealth and tax specialist Gerry Scott talk ...
2 Okt 202331min
Press Tips for Advisors
You’ll want to press play on this episode of Ask Us Marketing! Join Kalli and Ben Lewis, Chief Communications Officer at the Financial Planning Association, to talk about how advisors can spiff up the...
11 Sep 202334min
How to Win Awards
Ready to add some recognition to your site? In this episode of Ask Us Marketing, Kalli and Brian Hart of Flackable talk about how advisors can win awards. Give Grandma something to brag on you about a...
7 Aug 202331min
Insights From Client Interviews
Ever wondered about the how-to and why of interviewing your clients? We’ve got you covered in this episode of Ask Us Marketing. Learn how Elyse Stoner and Angela York of Custom Strategic Marketing for...
10 Juli 202332min
Accelerate Your Influence Through Podcasting
You’ve got the financial know-how but not the engagement. What gives? We sat down with Matt Halloran of ProudMouth to learn why podcasting is the next frontier and how to use it to accelerate your inf...
5 Juni 202328min
How to prepare your business for transition
Are you planning to work forever? We caught up with Saša Mirković of Inspire Network to learn why you should start planning your exit strategy now, how to build a team that can steer the ship without ...
1 Maj 202332min
How to Use Video in Your Marketing
Pop quiz: what type of digital marketing has the longest shelf life? We sat down with Laura Garfield from Idea Decanter to talk about the value of video production and answer your DIY video questions....
3 Apr 202330min
How to Meet Your NNA Goal in a Down Market
Business growth doesn’t have to slow when the market is sluggish! Join us as we talk with Tommy Doerfler, CPA, CFP®, CEPA® of Lighthouse Wealth Group, about how he met his Net New Asset goals during a...
6 Mars 202330min
