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.

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.

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 Studios in this episode of A.U.M.™, brought to you by the FPA. 

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 towards college and now she's making it her mission to teach others how to get cash for, during, and after college. And, did we mention she is shining bright light of joy? If you're strategizing how to connect with the next generation of investors, then this is the episode for you!

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 this opportunity sponsored by the FPA to enhance your marketing skills and elevate your business!

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 FPA. This A.U.M.™ will provide valuable insights, practical tips, and real-world examples to help you effectively leverage PR to achieve your business goals. From crafting compelling pitches to building strong media relationships and leveraging digital platforms, we'll cover everything you need to know to take your PR game to the next level and drive meaningful results for your organization!

ICYMI: https://fpalearning.onefpa.org/products/media-mastery-20-modules-1-4

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 other financial institutions and professionals in litigation, arbitration, defense of regulatory enforcement actions, general regulatory and compliance matters, broker and advisor transition matters, guiding and counseling advisors and brokers going independent through all stages of the process, and buy/sell transactions (whether larger or smaller transactions). This is one area that you want to learn from others' mistakes, and not your own.

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 by the FPA to learn about the mindset shift that’s making waves in the advisory community and turning clients into their advisors’ number-one fans.

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 can improve your clients' ratings of your firm in the following areas: motivation, communication, financial anxiety, trust, referrals, satisfaction, and loyalty.