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

from A.U.M. - Ask Us Marketing™ · host Savvy Advisor Marketing

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.

Episode metadata supplied by the publisher feed · Published Dec 9, 2024

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

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This episode is 52 minutes long.

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This episode was published on December 9, 2024.

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