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
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
