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 strategies that reflect their core values and beliefs. Join us as we talk about the power of relational marketing and behavioral finance with Katie Braden of C&J Innovations.
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’re diving deep into the most common marketing missteps financial advisors make and, more importantly, how to fix them. From unclear messaging to outdated strategies, we’ll walk you through practical solutions that ensure your marketing connects with the right audience. Whether you’re struggling with content creation, social media engagement, or client outreach, this episode is packed with insights to help you refocus your efforts and start seeing measurable results. Don’t let these mistakes stall your growth—RSVP now to gain the tools and tips you need to elevate your marketing game!
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, CEO of WEALTHAWK, shares insights on leveraging AI to identify and engage high-value prospects, making it easier than ever to grow your client base strategically. If you're looking to refine your approach and target clients that align with your expertise, this episode will provide actionable steps to get started.
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 breaks down how financial advisors can repurpose long-form content, such as podcasts or videos, into smaller, high-impact pieces to engage their audience across multiple platforms. This strategy allows advisors to maximize their content creation efforts while consistently building credibility and maintaining their brand voice. If you're looking for a way to save time, expand your reach, and keep your marketing efficient, the Atomic Content method is a game-changer. Tune in to learn how to harness the power of your existing content to grow your influence and boost your marketing results.
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 joined by Laura Garfield, co-founder of Idea Decanter, to explore how you can become a #Finfluencer. Laura will share actionable video marketing strategies tailored to help financial advisors create engaging content, attract the right audience, and build lasting connections with followers. Whether you’re new to video marketing or already creating content, you’ll learn how to optimize your influence, grow your brand, and reach new heights in your advisory business. Get ready to take your marketing efforts to the next level and position yourself as a top financial advisor in your field.
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.
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 her expert strategies for repurposing podcast episodes into high-value content like articles, email series, and social posts. Whether you're looking to expand your reach or save time, Sarah’s approach will help you unlock hidden potential in your existing podcast archive.
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 impression? In the latest episode of Kalli Collective’s A.U.M. - Ask Us Marketing™ live stream, sponsored by the Financial Planning Association (FPA), we sit down with Angela and Elyse from Event Advisors to discuss the essentials of event planning for financial advisors. From selecting the right venue to crafting an engaging agenda, Angela and Elyse share their insider tips on how to plan, execute, and follow up on events that resonate with your audience and boost your brand. Throughout the episode, Angela and Elyse dive into the key components that make an event successful, including how to tailor your event to your target audience and ensure a seamless experience from start to finish. Whether you're planning a small, intimate gathering or a large-scale seminar, this episode is packed with valuable insights to help you maximize your event’s impact. Don’t miss this opportunity to learn from the experts and elevate your event strategy!
Navigating the complexities of marketing regulations is a critical challenge for financial advisors, especially in light of the SEC’s updated marketing rules introduced in 2022. These new regulations have opened the door for advisors to use testimonials, endorsements, and other client feedback in their marketing strategies—an opportunity that was previously off-limits. But with this new freedom comes a host of legal considerations. In the latest episode of Kalli Collective’s A.U.M. - Ask Us Marketing™ live stream, sponsored by the Financial Planning Association (FPA), we sit down with legal expert Andrew Shedlock, J.D., from Kutak Rock, to discuss what these changes mean for your practice and how to leverage them without running afoul of FINRA or the SEC. Andrew brings his extensive experience in securities law to the conversation, offering clear and actionable advice on how advisors can confidently incorporate testimonials into their marketing while staying compliant. He breaks down the legal nuances of the 2022 SEC updates, providing practical tips on what you can and cannot do when it comes to client endorsements. Whether you’re considering using testimonials for the first time or looking to refine your approach in light of the new rules, this episode is a must-watch. Join us to get the expert insights you need to market your advisory practice effectively and legally.
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 episode of Ask Us Marketing™, sponsored by the FPA, we’re talking about how what you share on social media and your website can leave you vulnerable to cybercrime. Learn how to look at your content through the lens of a cybersecurity expert as we talk with Daniel Metcalf, speaker, tech enthusiast, Co-Founder and President of Cyberfin.
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 Marketing™, sponsored by the FPA, we’re talking with Ari Baum, Founder and CEO of Endurance Wealth Partners. Join the conversation to learn how he crafted a brand around his passion for Ironman competitions and marathons, building a firm that feels personal and unlike any other without marginalizing clients who don’t share the same hobbies.
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 through relationships instead of sales scripts. As one of only twelve Exactly What to Say Certified Guides, Nicole has built a business designed to help entrepreneurs (like financial advisors!) learn how to take sales calls from pushy to profitable and by using the same relational-based tactics that helped her multiply her conversion rate by 400% in just two years. Don’t miss this episode of Ask Us Marketing™, sponsored by the FPA.
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 The Best Interest, nominee for 2023’s “People’s Choice Podcast of the Year,” and a guest on shows like CNBC, the Wall Street Journal, the Motley Fool, Yahoo Finance, and more, you could say Jesse knows a thing or two about crafting a podcast that draws a crowd and gets them to stick around. If you’re not sure how podcasting can help grow your firm, pause your other plans and press play on this exciting episode of Ask Us Marketing, brought to you by the FPA.
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 school, not to worry. On this episode of Ask Us Marketing, sponsored by the FPA Kalli is joined by Kris Hughes, founder of Zanate Ventures, and LinkedIn legend. Tune in to learn how you can leverage this networking powerhouse and turn connections into growth opportunities.
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 successful coaching program, Electri Fi Wealth, and @rachel_talksmoney, to learn how she overcame sales call phobia and increased lead conversion by leaning into authenticity.
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 guest appearances on podcasts and how to leverage those results, turning listeners into leads. Watch the episode to learn how you can book the right guest appearances and spin your story for a win.
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 Johnson of TestimonialiQ joins Kalli for another exciting episode of Ask Us Marketing, sponsored by the FPA, as they talk about how you can navigate regulations and use reviews to help your firm rise to the top of search engine results.
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 go out and get a BA in English just to maintain your edge and win new clients? Not with these tips from Derek Pollard in your back pocket. This poet, editor, literary critic, and founder of Constellar Creative joins us on A.U.M.™ to share his copywriting tips for making your marketing sing thanks to prose worthy of the pros.
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. Thanks to a robust Google reviews strategy, Tim has signed 13 new clients over the last 12 months, totaling 12M in AUM. Talk about a strategy that packs a punch! Join us to learn how he did it and how you can implement the same strategy to help prospects stop their scroll as soon as they see your Google listing.