Kitces on His 2024 Marketing Research Report —A.U.M.™ LIVE

Kitces on His 2024 Marketing Research Report —A.U.M.™ LIVE

In this FPA-sponsored episode of A.U.M. - Ask Us Marketing™, Michael Kitces, creator of the Nerd’s Eye View blog, joins us to unpack his latest 2024 marketing research. Hosted by advisor marketing firm Kalli Collective, this episode dives into the marketing tactics that financial advisors are using today, providing exclusive insights on trends like rising client acquisition costs and marketing efficiency.

As a leading voice in financial planning, Michael Kitces shares valuable, data-driven strategies that will help advisors fine-tune their marketing efforts for the year ahead. From top tactics to industry challenges, Kitces’ research offers actionable takeaways that are essential for advisors looking to grow.

What You’ll Learn:

  • Proven marketing strategies used by successful financial advisors in 2024
  • How client acquisition costs are shifting and impacting growth
  • Expert tips from the Nerd’s Eye View to improve your marketing results

Don’t miss this chance to gain insights directly from Kitces! Tune in and take your marketing to the next level.

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How to Be a Crazy Good Presenter —A.U.M.™ LIVE for financial advisors

How to Be a Crazy Good Presenter —A.U.M.™ LIVE for financial advisors

In this FPA-sponsored A.U.M. - Ask Us Marketing™ episode, hosted by Kalli Collective, we’re diving into the secrets of delivering presentations that captivate, engage, and leave a lasting impact. Whet...

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Marketing Mistakes Advisors Make (And How to Avoid Them!) —A.U.M.™ LIVE

Marketing Mistakes Advisors Make (And How to Avoid Them!) —A.U.M.™ LIVE

Every advisor wants their marketing to stand out—but what if you’re making mistakes that are holding you back? In this FPA-sponsored A.U.M. - Ask Us Marketing™ episode, hosted by Kalli Collective, we’...

16 Dec 202423min

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

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

In this FPA-sponsored A.U.M. - Ask Us Marketing™ episode, hosted by advisor marketing firm Kalli Collective, we explore how financial advisors can define and attract their ideal client. Lori Thiel, CE...

9 Dec 202452min

Creating Atomic Content —A.U.M.™ LIVE

Creating Atomic Content —A.U.M.™ LIVE

In this FPA-sponsored episode of A.U.M. - Ask Us Marketing™, hosted by Kalli Collective, we’re excited to feature Matt Halloran from ProudMouth, discussing the innovative Atomic Content method. Matt b...

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Become a Video #Finfluencer —A.U.M.™ LIVE

Become a Video #Finfluencer —A.U.M.™ LIVE

Do you want to amplify your voice as a financial advisor and become a trusted expert in your niche? In this FPA-sponsored episode of A.U.M. - Ask Us Marketing™, hosted by Kalli Collective, we’re joine...

18 Nov 202429min

Repurposing Your Podcast Content —A.U.M.™ LIVE

Repurposing Your Podcast Content —A.U.M.™ LIVE

In this FPA-sponsored A.U.M. - Ask Us Marketing™ episode, hosted by Kalli Collective, you’ll discover how to maximize the impact of your podcast content with Sarah Hopkinson, founder of CopyHop. Learn...

21 Okt 202422min

Event Essentials for Advisors —A.U.M.™ LIVE

Event Essentials for Advisors —A.U.M.™ LIVE

Hosting successful events can be a game-changer for financial advisors looking to connect with clients and prospects in a meaningful way. But what does it take to create an event that leaves a lasting...

30 Sep 202430min

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