A.U.M.™ - Defining Your Ideal Client
Update: 2024-12-09
Description
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.
Comments
Top Podcasts
The Best New Comedy Podcast Right Now – June 2024The Best News Podcast Right Now – June 2024The Best New Business Podcast Right Now – June 2024The Best New Sports Podcast Right Now – June 2024The Best New True Crime Podcast Right Now – June 2024The Best New Joe Rogan Experience Podcast Right Now – June 20The Best New Dan Bongino Show Podcast Right Now – June 20The Best New Mark Levin Podcast – June 2024
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
1.0x
