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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.
Resource Links
Looking for more ideas about content marketing?
Join the Model FA advisor community, where you will find expert advice on how to launch, grow, scale, and transform your firm.
Connect with The Model FA
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By David DeCelle4.7
4747 ratings
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.
Resource Links
Looking for more ideas about content marketing?
Join the Model FA advisor community, where you will find expert advice on how to launch, grow, scale, and transform your firm.
Connect with The Model FA
Web Social

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