A.U.M. - Ask Us Marketing™

Brought to you by the Financial Planning Association (FPA) What do prospects see when they Google “financial advisor near me”? If your profile doesn't immediately signal trust, you're handing business to the firm down the street. In this 2024 episode replay, we sit down with Tim Goodwin of Goodwin Investment Advisory to break down the exact tactical steps he used to generate 13 new clients through a robust Google Review strategy. ➡️ How to optimize your profile to stop the scroll➡️ The "Secret Sauce" for getting high-quality reviews from your best clients ➡️ Navigating the SEC Marketing Rule without the headache

Nothing builds credibility quite like hearing directly from the people you serve.Join Kalli Fedusenko and Art Dinkin from DV Financial for a conversation about the real impact testimonial videos can have on advisor marketing. Art will share what prompted his firm to create client testimonial videos and the success they’ve seen since putting those stories front and center. Why testimonial videos can build trust faster than traditional marketing How to approach clients about sharing their experience What makes testimonial videos feel authentic instead of scripted Lessons learned from actually putting testimonials into practice Brought to you by the Financial Planning Association (FPA)

Before prospects ever meet you, they’re often researching your firm online—and client reviews play a major role in what they see.In this solo episode, we explore how advisors can build a stronger online reputation by collecting and using client reviews as part of their marketing strategy. Why client reviews influence prospect decisions Where reviews show up in your online presence How to ask clients for reviews naturally Ways to use reviews in your marketing Brought to you by the Financial Planning Association (FPA)

Technology is evolving fast—but relationships still drive the financial planning business.In this episode of the Making the Most of AI series, we’re talking about the role human connection plays in an increasingly automated world. Nicole Noonan shares her perspective on how advisors can use technology while still building meaningful relationships with the people they serve. Why human connection still matters in an AI-driven world Where technology helps advisors—and where it can hurt relationships How to communicate in ways that build trust and loyalty Practical ways to stay personal even as your firm grows Brought to you by the Financial Planning Association (FPA)SHOW NOTES:Work with NicoleGet Custom Content for FREETalk to Kalli

When it comes to working with pre-retirees and retirees, connection matters more than ever.Join Kalli Fedusenko and Chris Mediate of Mediate Financial for a conversation on how building real relationships has helped grow a retirement-focused advisory practice—and why human connection still drives results in a digital world.Chris will share what’s actually worked for him, including how he uses tools like Snappy Kraken to support his marketing while keeping his messaging personal and relevant. How human connection helps attract and retain retirement-focused clients Real examples of what’s worked in building trust with pre-retirees How to use tools like Snappy Kraken without losing the personal touch Why connection—not just content—drives better conversations and results Brought to you by the Financial Planning Association (FPA)SHOW NOTES:Mediate Link TreeSnappy Kraken Email PlatformAsk Kalli Marketing 1-1

Creating video content consistently is one of the biggest marketing challenges for advisors. In this Making the Most of AI episode, we’re exploring how HeyGen allows you to create an AI avatar of yourself that can deliver video messages without requiring new recordings every time.You’ll see how the technology works and where it can fit into a modern advisor marketing strategy. What an AI avatar is and how it works How to create your avatar using HeyGen Where AI-generated video fits into your marketing strategy When advisors should still show up on camera themselves Brought to you by the Financial Planning Association (FPA)

When you combine a clear niche with thoughtful AI use, prospecting stops feeling awkward—and starts feeling strategic.Join Kalli Fedusenko and Andie Lafontant, CFP®, of Blue Zone Wealth Advisors for a conversation on how niching into entrepreneurs and business owners helped her build a powerful referral network—and how she’s using ChatGPT to support outreach and prospect preparation. How niching sharpens your messaging and referral strategy Real ways to use AI to prepare for prospect conversations How to build a referral pipeline through complementary professionals Why specificity makes AI more powerful—not less Brought to you by the Financial Planning Association (FPA)SHOW NOTES:Andie uses VRGL for portfolios, Vanilla for estate planning, Quin as her assistant, and Claude for everything else.

Your brand isn’t just what you post — it’s everything the internet knows about you.In this Making the Most of AI episode, join host Kalli Fedusenko from Savvy Advisor Marketing and Ryan Griffiths, former Google professional, for a strategic conversation on digital footprint, AI usage, and why real authority requires more than templates and automation.➡️ What your digital footprint actually says about you➡️ Why AI should inform strategy — not replace expertise➡️ The risks most advisors don’t realize when using AI tools➡️ Why custom positioning beats template branding every time➡️ How to think long-term about privacy and implementation✨ Brought to you by the Financial Planning Association (FPA)

Advisors don’t need more tech—they need more time and more connection. In this Making the Most of AI episode, Kalli Fedusenko sits down with Matt “GPT” Halloran from Zocks to unpack how AI tools like Zocks are helping advisors do better marketing—not just more of it.In this Making the Most of AI episode, we’ll talk about how client meeting notes can be repurposed into relevant messaging, how Zocks helps you show up consistently without burnout, and why smarter AI tools give you time to be more strategic with your voice.➡️ Use client conversations as fuel for your content➡️ Save time on admin and follow-up so you can market consistently➡️ Repurpose what clients are already asking you➡️ What top advisors are doing with their AI-created breathing room✨ Brought to you by the Financial Planning Association (FPA)

You’ve seen the headlines—now here’s the reality. In this kickoff episode of the Making the Most of AI series, Kalli Fedusenko shares how her agency actually uses AI behind the scenes—from content ideation to workflow efficiency.If you’ve felt overwhelmed, skeptical, or unsure where to begin with AI, this is a judgment-free zone to see what’s possible (and what’s not).➡️ How an agency uses AI tools to support creative and strategy➡️ Specific use cases that save time and boost ideas➡️ Where AI still can’t match human judgment➡️ What advisors should (and shouldn’t) be doing with AI right now✨ Brought to you by the Financial Planning Association (FPA)

Are IRL Seminars Still Working? — A.U.M.™ LIVE for financial advisorsSeminar marketing isn’t what it used to be—it’s better. Join Kalli Fedusenko, Advisor Marketing, Speaker and Derek Janis from AcquireUp for a conversation about how modern advisors are using in-person events to consistently fill their pipeline with warm, qualified leads.AcquireUp has helped thousands of advisors refine their strategy and get real results from live events. Whether you’ve run 100 seminars or haven’t hosted your first one yet, this episode will show you what works now.➡️ How AcquireUp targets and fills in-room events➡️ What makes a seminar actually convert (hint: it’s not just the dinner)➡️ The biggest mistakes advisors make—and how to avoid them➡️ Tips for boosting post-event conversion and client engagement✨ Brought to you by the Financial Planning Association (FPA)

Not all lead magnets are created equal—and the best ones don’t just collect emails… they create conversations. Join Kalli Fedusenko, Advisor Marketing, Speaker and Craig Clark, Chief Growth Officer at Nitrogen, for a deep dive into how interactive lead magnets are helping financial advisors drive more qualified leads and close more business.From quizzes to calculators to real-time risk assessments, you’ll learn how to turn your lead gen tools into actual sales enablement strategies.➡️ How Nitrogen evolved from a risk tool to a sales engine➡️ Why interactivity boosts conversions and trust➡️ What to do with the data once a lead is captured➡️ How advisors can build their own tools to drive results✨ Brought to you by the Financial Planning Association (FPA)

Your testimonials are more than just nice words—they’re strategic fuel for better marketing. Join Kalli Fedusenko, Advisor Marketing, Speaker and Brian Thorp from Wealthtender (https://wealthtender.com/) on how to use testimonials to optimize your content and improve AI-driven personalization.From better prompts to smarter placements, you’ll learn how to make social proof work harder in your content strategy.➡️ What makes a testimonial valuable in AI-driven marketing➡️ How to collect testimonials that are rich, specific, and useful➡️ Ways to structure testimonials for maximum conversion➡️ How to feed testimonials into AI tools for better content output✨ Brought to you by the Financial Planning Association (FPA)

You’ve already written a lot. Now it’s time to turn that into something lasting. Join Kalli Fedusenko, Advisor Marketing, Speaker and Brian Hart for a practical conversation about Author Prime, the platform helping professionals transform their digital content into professionally published books.If you’ve ever dreamed of writing a book—but didn’t have the time—this is your shortcut to making it happen.➡️ What Author Prime is and how it works➡️ Why financial advisors benefit from publishing a book➡️ How to repurpose your existing blogs, emails, and more➡️ Tips for using your book as a marketing and credibility tool✨ Brought to you by the Financial Planning Association (FPA)

Publishing your podcast is only half the battle—getting it found is the other. Join Kalli Fedusenko, Advisor Marketing, Speaker and Justin Peters of SimplePod Studios for a no-fluff session on how to make your podcast discoverable so your content actually reaches the people you want to serve.Whether you’ve launched or are just planning your first episode, this session will give you the tools to show up (and rank) like a pro.➡️ Why great podcasts still get buried—and how to fix it➡️ How titles, descriptions, and tags impact discovery➡️ Whether (and how) to promote your podcast on YouTube➡️ Easy tweaks to get more visibility—starting today✨ Brought to you by the Financial Planning Association (FPA)

Brand evangelism isn’t just a buzzword; it’s a strategy. Join Kalli Fedusenko, Advisor Marketing, Speaker and Diana Cabrices for a dynamic episode on what a brand evangelist does, why it matters, and how it can help advisors and firms stand out in a noisy industry.If you're looking for stronger visibility, better trust, and more aligned leads, this is the role you didn’t know you were missing.➡️ What a brand evangelist is—and why the role is growing➡️ How evangelists help firms connect with their audience➡️ Whether you should hire one or become one yourself➡️ How to start building your brand’s voice with intention✨ Brought to you by the Financial Planning Association (FPA)

What if you could stop guessing and start sending emails and texts that actually work? Join Kalli Fedusenko, Advisor Marketing and Robert J. Sofia of Snappy Kraken for a data-packed episode of A.U.M.™ focused on email and text marketing best practices for advisors.With millions of campaigns under their belt, Snappy Kraken has the numbers—and Robert’s here to share them.➡️ What makes someone open, click, and reply➡️ Best times to send and how often to follow up➡️ How to use texting without overstepping➡️ Biggest mistakes that sabotage engagement✨ Brought to you by the Financial Planning Association (FPA).

Financial decisions aren’t just about numbers—they’re deeply human. Join Kalli Fedusenko, Advisor Marketing, Speaker and Brendan Frazier of RFG Advisory for an eye-opening episode on how behavioral finance can make you a better marketer, communicator, and advisor.Brendan will break down how understanding your client’s brain (and your own) can lead to stronger relationships and smarter strategy.➡️ How biases impact client decisions—and what to do about it➡️ Tips for building trust using behavioral insights➡️ How to apply behavioral finance to marketing and messaging➡️ Mindset tools for advisors navigating emotional or high-stakes conversations✨ Brought to you by the Financial Planning Association (FPA)

One negative review doesn’t have to ruin your reputation. Join Kalli Fedusenko, Advisor Marketing, Speaker and Whit Lanier of Amplify Reviews for a reputation-saving session on how to come back from bad Google reviews.Whit will break down how to respond with professionalism, rebuild trust, and proactively protect your online presence moving forward.➡️ What to do (and avoid) after getting a bad review➡️ How to respond publicly without making it worse➡️ When to flag vs. when to engage➡️ How to strengthen your reputation over time✨ Brought to you by the Financial Planning Association (FPA).

Click to get your checklist.Podcasting can grow your brand—or waste your time. The difference? A smart strategy. Join Kalli Fedusenko, Advisor Marketing for a solo session previewing her 4 P’s of Podcasting—the foundation of her new course built specifically for financial advisors.Whether you’re just launching or trying to grow an existing show, this session will help you focus on what actually matters.➡️ What the 4 P’s are—and why they work➡️ Common podcasting mistakes (and how to avoid them)➡️ What’s inside the full course (and why it’s not just theory)➡️ How to DIY your show—without winging it✨ Brought to you by the Financial Planning Association (FPA).

What does it really take to build a powerful brand? (Spoiler: It’s not just picking colors and fonts.) Join Kalli Fedusenko, Advisor Marketing and Josh Passler (FinArt) for a behind-the-scenes episode where they get real about the creative chaos, strategic choices, and late-night tweaks that go into building memorable brands for financial advisors.➡️ Branding tools and workflows that actually get results➡️ Common challenges—and how to tackle them➡️ How client input and collaboration shapes the final product➡️ A live brand audit if the creative mood strikes✨ Brought to you by the Financial Planning Association (FPA).

Running a firm’s brand requires more than just big ideas—it takes behind-the-scenes precision. Join Kalli Fedusenko, Advisor Marketing and Denise Milano Sprung from Mitlin Financial, Inc® for part two of our Mitlin series, “Behind the Brand at Mitlin.”Denise will share what it takes to support brand growth from the inside, keep things moving, and hold it all together as the brand evolves.➡️ What it takes to keep a brand on track behind the scenes➡️ How to support brand growth through operations and teamwork➡️ Lessons learned from building the Mitlin brand as a team➡️ Real-life takeaways for firms trying to grow together ✨ Brought to you by the Financial Planning Association (FPA).

A standout brand takes intention, time, and vision. Join Kalli Fedusenko of Savvy Advisor Marketing and Larry Sprung of Mitlin Financial for part one of a two-part series on how the Mitlin brand came to life—and why it works.From early brand decisions to long-term results, Larry shares the steps they took to build something memorable and meaningful.➡️ Where Mitlin’s brand started—and how it’s evolved➡️ What brand wins made the biggest impact➡️ How to grow visibility without sacrificing authenticity➡️ What advisors should know before investing in brand strategy ✨ Brought to you by the Financial Planning Association (FPA).LINKS FROM THE EPISODE:https://savvyadvisormarketing.com/podcast-coursehttps://joyfuladvisor.com/https://www.amazon.com/Traction-Get-Grip-Your-Business/https://www.mitlinfinancial.com/mitlin-money-mindset/*Shortcuts to Mitlin podcast and Traction audiobook are added

A strong brand doesn’t just attract—it aligns, evolves, and drives business forward. Join Kalli Fedusenko, Advisor Marketing and Christopher Norton from Potomac for a candid conversation on how rethinking their brand helped reshape the trajectory of their company.If you’ve ever wondered if working on your brand is worth the effort, this episode gives you a real-world look at the strategy, challenges, and results from a firm that’s walked the walk.➡️ How brand clarity influenced their marketing, culture, and growth➡️ What worked, what didn’t, and what they’d do differently➡️ Advice for advisors thinking about refreshing their own brand✨ Brought to you by the Financial Planning Association (FPA).

The AI landscape is evolving fast—and so are the tools promising to revolutionize your workflow. But which ones actually work for advisors? Join Kalli Fedusenko and David Ortiz from Advisor AI Partners for a practical session on “AI Tools You Need.” This episode will help you separate must-haves from marketing fluff and build a tech stack that supports your firm’s growth and efficiency.➡️ The essential AI tools for financial advisors in 2025➡️ How to improve client service without losing the human touch➡️ Productivity tools that actually save time (not create more work)➡️ How to start integrating AI safely and strategically✨ Brought to you by the Financial Planning Association (FPA).

The AI revolution isn’t coming—it’s already here. Join Kalli Fedusenko and Len Ward for a high-impact session on “How AI Will Destroy All Marketing Strategies in 18 Months or Less.”Len has spent over two decades riding the waves of digital disruption, and he’s not pulling any punches. In this episode, he’ll share how AI is dismantling traditional marketing approaches, what’s next, and how financial advisors can evolve their strategy to stay in the game.➡️ What marketing tactics will be obsolete in the next 18 months➡️ The AI-driven changes reshaping buyer behavior and content creation➡️ Why financial advisors need to rethink “value” in their marketing➡️ Concrete steps to stay ahead of the shift and avoid irrelevance✨ Brought to you by the Financial Planning Association (FPA).Kalli mentioned "You can't ask that" during the this episode: https://www.netflix.com/title/81232129

Get ready for some on-the-spot marketing magic! What makes a website work for financial advisors? Find out in this live, rapid-fire audit session with Kalli Fedusenko as she hosts and leads “Live! Website Reviews.”From homepage hooks to call-to-action flops, Kalli will break down exactly what’s helping advisors attract clients—and what’s driving them away. If you’ve ever wondered what a marketing pro really thinks about your site, now’s your chance to find out.✨ Brought to you by the Financial Planning Association (FPA).WEBSITE REVIEWED: https://michiganfinancial.com/kinWEBSITE VIDEO EXAMPLE: https://themeakemgroup.com/WEBSITE VIDEO AND FLIP BOX EXAMPLE: https://capnorthwest.com/

Webinars can do more than educate—they can generate leads from your exact niche. Join Kalli Fedusenko and Elizabeth Reider from Indigo Marketing Agency for a tactical session on “Attract Ideal Clients Through Webinars.”Whether you’ve hosted webinars before or are just getting started, Elizabeth will show you how to make them work harder for your business.➡️ How to choose topics that speak directly to your ideal client➡️ Strategies to attract the right attendees—not just anyone with a Zoom link➡️ How to follow up post-webinar and turn interest into action➡️ Mistakes to avoid so your webinar doesn’t fall flat✨ Brought to you by the Financial Planning Association (FPA).GRWOTH STRATEGY WORKBOOK FROM ELIZABETH:https://go.indigomarketingagency.com/webinar-the-growth-strategy-workbook-for-financial-advisors

Words sell—when they're the right ones. Join Kalli Fedusenko and Derek Pollard for "Win Sales with Writing", a powerful session on how to craft compelling copy that connects, converts, and builds long-term trust.As a writer, editor, and communication strategist, Derek helps advisors clarify their message and write like real humans (not robots or corporate jargon machines). In this episode, you’ll learn how to ditch the fluff and write content that actually moves your audience to action.➡️ What most advisors get wrong about their website and marketing copy➡️ How to sound like yourself and sell effectively➡️ Why clarity beats cleverness—and how to simplify your message➡️ Tips for writing copy that turns cold leads into warm conversations✨ Brought to you by the Financial Planning Association (FPA).

Your voice is more than just sound—it’s your brand’s first impression. Join Kalli Fedusenko and Jodi Krangle of VoiceOversAndVocals.com for a fascinating session on “Sound Like a Pro: Using Voice to Strengthen Your Brand.”Whether you’re recording a welcome video, running a podcast, or just leaving a voicemail, the way you speak matters. Jodi will share how to make your voice a strategic asset—not an afterthought.➡️ How voice impacts trust, credibility, and connection➡️ Tips to improve your vocal delivery and presence➡️ Common voice mistakes to avoid (and how to fix them)➡️ Easy wins to make your audio sound more polished and professional✨ Brought to you by the Financial Planning Association (FPA).

Your audience has changed—has your marketing kept up? Join Kalli Fedusenko and Jess Flynn from Intention.ly for a forward-looking, data-backed session on “What’s Working in Q1 2025.”From client engagement to lead generation, we will reveal what’s really moving the needle for advisors right now—and how to make the most of it.➡️ The highest-performing marketing tactics this quarter➡️ Where advisors should be focusing their time and energy➡️ The content formats that are driving the most engagement➡️ Easy, actionable tweaks to level up your Q2✨ Brought to you by the Financial Planning Association (FPA).

Lighting can make or break your video content, and no one knows this better than Michelob Fedusenko. As a professional grip with experience working on Hallmark movies, music videos, and commercials for everyone from Garth Brooks to the Tennessee Titans, Michelob knows exactly how to craft the perfect lighting setup for any project.Join Kalli Fedusenko and Michelob Fedusenko for an expert breakdown on how to light your videos like a pro. Whether you're filming social media content, client videos, or professional livestreams, you’ll learn the tricks of the trade to enhance your visuals and keep your audience engaged.➡️ The biggest lighting mistakes people make—and how to avoid them➡️ Budget-friendly ways to improve your lighting setup➡️ How lighting impacts the way your brand is perceived➡️ Pro techniques for creating polished, high-quality visuals✨ Brought to you by the Financial Planning Association (FPA)

Networking doesn’t have to be awkward or uncomfortable. Join Kalli Fedusenko and Melissa from PowerfulWomenRising.com for an empowering session on "How to Network Like a Human, Not a Salesy Weirdo."Here’s what you’ll learn:➡️ How to make networking feel authentic and enjoyable.➡️ Tips for starting conversations that leave a lasting impression.➡️ Strategies for building genuine relationships, not just collecting business cards.➡️ The top networking mistakes to avoid—and what to do instead.✨ Brought to you by the Financial Planning Association (FPA)

In this episode of A.U.M. - Ask Us Marketing™, Kalli Fedusenko is breaking down the essential website-related terms every financial planner needs to know. Whether you’re dealing with IT providers, updating your site, or troubleshooting email issues, understanding these terms will help you stay in control of your online presence.➡️ What’s the difference between a domain registrar, DNS provider, and web host?➡️ Why do A Records, CNAMEs, and MX Records matter for your website and email?➡️ How does your CMS affect your ability to update and manage content?➡️ What’s an SSL certificate, and why is it crucial for security and SEO?If website lingo has ever made you feel lost, this session is for you. Join us for a clear, no-nonsense breakdown of the website infrastructure financial planners rely on every day.

Some conversations open doors—others fall flat. Join Kalli Fedusenko and Kyle Coon from KyleCoon.com for a powerful session on "Making Conversations That Count."Here’s what you’ll learn:➡️ How to start conversations that build trust and engagement.➡️ Ways to move past small talk and create real connections.➡️ Strategies for turning conversations into business opportunities.➡️ The biggest mistakes to avoid when networking and relationship-building.✨ Brought to you by the Financial Planning Association (FPA)

In the fast-paced world of financial services, a single PR misstep can have lasting consequences. Join Kalli Fedusenko and John from Arichopinion.com for an essential session on "Public Relations & What to Do in a Crisis Situation."Here’s what you’ll learn:➡️ How to prepare for potential crises and protect your reputation.➡️ Steps to take when a PR disaster strikes.➡️ Tips for crafting empathetic, effective messaging during tough times.➡️ Real-life lessons from businesses that navigated crises successfully.✨ Brought to you by the Financial Planning Association (FPA)

What's worse than reading "Go directly to jail. Do not pass Go, do not collect $200" during Monopoly? Reading "As a result of our examination, FINRA has elected to refer this matter to FINRA's Department of Enforcement." Cue the pit in the bottom of your stomach.In this FPA sponsored A.U.M. - Ask Us Marketing™ episode, hosted by advisor marketing firm Kalli Collective, we'll get the lowdown on the litigation trends that special guest Andrew Shedlock, J.D., of Kutak Rock has noticed this year—and what you can do to protect yourself.

Struggling to stay in touch with prospects while juggling a million other tasks? It’s time to automate smarter, not harder! Join Kalli Fedusenko for an exclusive live event featuring Ely Delaney, creator of the Follow Up Rockstar System, as he shares his expertise on crafting automated follow-up sequences that nurture relationships and grow your business.In this session, you’ll learn:➡️ What to say in your follow-ups to stand out and stay top-of-mind.➡️ How to create authentic, personalized communication at scale.➡️ Proven strategies to turn automation into meaningful connections.This is your chance to ditch the overwhelm and discover how a strategic follow-up system can bring in leads, build trust, and save time. Don’t miss it!✨ Brought to you by the Financial Planning Association (FPA)

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. Whether you're speaking to clients, prospects, or peers, being an exceptional presenter can set you apart.Join Kalli and Deirdre Van Nest of Crazy Good Talks to learn actionable strategies to command the room, communicate your message effectively, and connect with your audience on a deeper level. Get ready to elevate your presentation skills and leave your audience saying, “Wow!”

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.