A.U.M. - Ask Us Marketing™

So your password isn’t FinancialAdvisor123 and your security question isn’t your dog’s name; you’ve got those down pat. But what about all of the other ways your firm is vulnerable to cybercrime? Keeping your practice safe from digital security breaches and compliance fines is just as important as protecting your client’s confidentiality, and, SPOILER ALERT: that includes your marketing. In this e...

You’re more than a financial planner, so why not put that on display? Human connection is one of the most crucial factors in client-advisor relationship longevity and it can also be the key to helping you stand out from the competition. So how can those in the wealth management industry weave a bit of personality into their brand without sacrificing professionalism? On this episode of Ask Us Marke...

Think about your last sales pitch. How did it go? Did you walk away feeling like you made a deep connection with your prospect, or like you tried to sell them on a service? More importantly, what impression did THEY walk away with?  Nicole Cramer  knows how awkward and unfulfilling it can be to be on the pitching side of a sales call, which is why she decided to flip the formula and build sales th...

Join Kalli as she discusses (on the fly) promoting your book to build credibility on this episode of Ask Us Marketing™, sponsored by the FPA .

There are multiple outlets for investing in your firm’s reach and client retention. So how do you know which is right for you?  Jesse Cramer , our guest on this episode, lives by Ben Franklin’s words: “An investment in knowledge pays the best interest.” It turns out that an investment in sharing knowledge also has a pretty great ROI for your firm. As the creative force and financial planner behind...

If your online presence isn’t generating the growth you want it to, the missing link just might be your LinkedIn strategy. How personal should your profile be? How much should you repost vs. post original content, and how often should you post? Is it okay to DM clients, or does that come off creepy? If navigating LinkedIn makes you feel like you’re looking for a seat on your first day at a new sch...

Do sales calls still give you the chills? You’re not alone! The financial planning industry is built on client-advisor relationships, so it’s no surprise that developing trust throughout your sales funnel is the key to growing your practice AND your sales pitch confidence. On this episode of A.U.M.™, sponsored by the  FPA , Kalli is talking with  Rachel Covert , the powerhouse behind the wildly su...

You already know how to talk about your firm in person or over Zoom. But do you know how to do it on air? In this episode of Ask Us Marketing, sponsored by the  FPA , Kalli interviews  Sara Lohse , the brains behind Favorite Daughter Media. With a background in marketing, PR, and producing for a personal finance podcast, Sara has unique insight into what it takes for financial advisors to nail gue...

When you realize that 90% of consumers read reviews before committing to a purchase, the value of creating and implementing a testimonial process is obvious. But since we’re only four years out from the SEC allowing advisors to share testimonials, navigating the regulations can be tricky. How and where can you share client reviews? And how do you collect those reviews in the first place?  Andrew J...

Unfortunately for most financial advisors, engaging copy makes for a much better siren song than a spreadsheet. Every social media post you make, email you send, and blog you write is either drawing a crowd or sending prospects to your competitors. But your specialties are navigating the numbers and having the intuition to speak into your clients’ financial dreams and fears. Do you really have to...

What do prospects in your area see when they Google “financial advisor near me”? Does your firm come up? Does your Google business profile give off “the search is over” vibes, or does it leave a little too much to the imagination? On this episode of A.U.M.™, sponsored by the  FPA , we’re sitting down to talk with  Kitces  Marketing Summit speaker  Tim Goodwin  of  Goodwin Investment Advisory . Tha...

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 financial decisions? On this episode of A.U.M.™ sponsored by the  FPA , we’re talking about how to be the kind of advisor who clients really open up to, and how you can use that trust to provide financial s...

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 right equipment? Looking and sounding like a pro is key to keeping and growing your audience, and, in turn, your business. We’re going through a pro’s checklist with  Justin Peters  of  SimplePod Studi...

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 talking to  Nia Grant  about in this A.U.M. - Ask Us Marketing™ episode brought to you by the  FPA . Nia received  $1,000,000  (yep, that's the right amount of zeros) in grants and scholarships toward...

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 discovery meetings per week and an impressive 90% close ratio. Learn firsthand from Nate's expertise as he shares strategies to create a consistent prospect pipeline in under 3 hours per week. Don't miss...

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 stream session with  Alana Kohl  of  AdvisorPR  where we delve into the strategies and tactics to maximize the impact of your public relations efforts and gain more earned media brought to you by the ...

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  FPA   Kalli talks with Andrew Shedlock of  Kutak Rock LLP . Andrew focuses on representing broker/dealers, Registered Investment Advisors (“RIAs”), financial planners, CFPs®, financial advisors, and...

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 exactly what Ross Marino from  Advisor 2X  has been on a mission to do through his holistic, human-first approach to wealth management. Kalli sat down with him in this A.U.M.™ episode brought to you b...

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 the impact of lifestyle marketing, how it can transform your brand identity, and how it can bring prospects knocking.

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 brought to you by the  FPA ! Kalli talks with Emily Koochel, Ph. D., AFC®, CFT- I™, and Connor Sung from  e-Money  on their  recent research on how technology transforms client outcomes . Learn how you ca...

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 way to ask for reviews in the first place? Join Kalli and  Tom Balanda , business development and consumer review expert with  Trustpilot , to learn how advisors can create a process for establishing cr...

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 episode is for you. Join us as we talk with  Bill Cates  about how to make your marketing referral-friendly in this A.U.M.™ episode brought to you by the  FPA .

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 you understand people at a deeper level and leverage that knowledge to build better client relationships? Joining us for this episode of Ask Us Marketing are  Patty Kreamer  and  Michelle R. Donovan...

AUM (Ask Us Marketing) is a 30-minute live stream airing every Monday (sans holidays) at noon central, 12 p.m. CST. We delve into a specific marketing topic in each episode. Sometimes it's with an expert in that topic, a planner who has seen success, or FAQ with our team. In this episode, we will talk to Joe Saul-SehyNever miss an AUM episode! Sign up for our newsletter: https://kallicollective.co...

Want to be in on the next big thing before it drops? Thanks to Inside Information, you can be! You might not know how to decode the latest TikTok terminology, but you can become fluent in up-and-coming financial advisor marketing trends. Joining Kalli for this episode of Ask Us Marketing™ is  Bob Veres , the inside man for all things wealth management marketing.