Model FA Podcast

Model FA Episode 04: Kali & Eric Roberge


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My guests today are Eric and Kali Robergo. Eric and Kali are the founders of Beyond Your Hammock, a fee-only financial planning firm; and Creative Advisor Marketing, a company that helps financial advisors use compelling content to communicate their value. 


In this episode, Eric and Kali explain how knowing who you do not want to work with, and how you’d like someone to view their money, can help you determine and clarify your ideal audience. They also discuss strategies for using client location and content driven referrals, and how to best use your content in marketing your business.

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