As a financial advisor, sharing client testimonials is a little trickier than it is in other industries. How do you navigate SEC regulations while sharing those glowing reviews? And what’s the best way to ask for reviews in the first place? Join Kalli and Tom Balanda, business development and consumer review expert with Trustpilot, to learn how advisors can create a process for establishing credibility through client testimonials.

Referrals remain one of the top growth strategies for many financial advisors. If you're wondering if you're missing out on referrals because you're focusing on other marketing strategies, then this episode is for you. Join us as we talk with Bill Cates about how to make your marketing referral-friendly in this A.U.M.™ episode brought to you by the FPA.

When you’re in the world of financial advising, knowing how to communicate intuitively can be the difference between hitting it off with your clients and closing shop. What if there was a tool to help you understand people at a deeper level and leverage that knowledge to build better client relationships? Joining us for this episode of Ask Us Marketing are Patty Kreamer and Michelle R. Donovan, from Productivity Uncorked who specialize in helping financial advisors communicate more effectively. We’re talking all about DiSC, the decoder of human behavior, and the key to unlocking more effective communication.

AUM (Ask Us Marketing) is a 30-minute live stream airing every Monday (sans holidays) at noon central, 12 p.m. CST. We delve into a specific marketing topic in each episode. Sometimes it's with an expert in that topic, a planner who has seen success, or FAQ with our team.

Want to be in on the next big thing before it drops? Thanks to Inside Information, you can be! You might not know how to decode the latest TikTok terminology, but you can become fluent in up-and-coming financial advisor marketing trends. Joining Kalli for this episode of Ask Us Marketing™ is Bob Veres, the inside man for all things wealth management marketing.

For advisors looking to establish themselves as reliable resources, hosting a webinar is a move that just makes sense. But where do you start? How do you pick a topic, and how do you make sure your audience actually shows up? Most importantly, how do you make sure a webinar translates to increased AUM and improved client relationships? Join Kalli and special guest Charlie Van Derven, President of Social Advisors, as they discuss how to plan the perfect webinar from inception to client response.

As an advisor, you know your way around numbers. But what about your social media and website metrics? If you want to learn the difference between engagement, impressions, reach, and views, and understand how to interpret all of the data, this episode of A.U.M.™ is the how-to you’ve been waiting for. Join Kalli as we dive into marketing metrics for financial advisors and discuss adjusting your strategy to reach your growth goals.

Did you know that one of the best ways for advisors to get established as trusted experts is to write a book? And while writing a book is a feat in and of itself, getting it noticed is a whole other challenge. That’s where Lauren Cobello, founder and CEO of Leverage with Media PR comes in. Join Kalli for this episode of Ask Us Marketing, as we learn Lauren's proven strategies for getting your book noticed, promoted, and elevated to a bookshelf must-have.

Where is the intersection of mind, soul, and personal finance? Go beyond the numbers this week as we invite Drs. David Dubofsky and Lyle Sussman, co-authors of “Your Total Wealth,” to share the life lessons and financial tips they’ve uncovered throughout their 80 years of combined academic research. We’re plumbing the depths of personal finance to reveal the behavioral, psychological, emotional, and relational aspects of financial planning while learning what it all means for your marketing strategy. Let’s dig into this week’s AUM!

Age may be “just a number,” but it also impacts the financial scenarios your clients face. Want to stay ahead of the curve and make marketing moves that meet your clients where they’re at? In this episode of Ask Us Marketing, we’re interviewing Philipp Hecker, Co-Founder and CEO of Bento Engine, to learn how to market around client milestones like saving for a first home and enrolling in Medicare. Watch to learn how to create a marketing strategy that fits your client's needs in every season!