A.U.M. - Ask Us Marketing™

How Clients Interact With Financial Technology —A.U.M.™ LIVE


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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.


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A.U.M. - Ask Us Marketing™By Savvy Advisor Marketing