Episodes
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In this FPA-sponsored episode of A.U.M. - Ask Us Marketingâ˘, Michael Kitces, creator of the Nerdâs Eye View blog, joins us to unpack his latest 2024 marketing research. Hosted by advisor marketing firm Kalli Collective, this episode dives into the marketing tactics that financial advisors are using today, providing exclusive insights on trends like rising client acquisition costs and marketing efficiency.
As a leading voice in financial planning, Michael Kitces shares valuable, data-driven strategies that will help advisors fine-tune their marketing efforts for the year ahead. From top tactics to industry challenges, Kitcesâ research offers actionable takeaways that are essential for advisors looking to grow.
What Youâll Learn:
Proven marketing strategies used by successful financial advisors in 2024 How client acquisition costs are shifting and impacting growth Expert tips from the Nerdâs Eye View to improve your marketing resultsDonât miss this chance to gain insights directly from Kitces! Tune in and take your marketing to the next level.
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In this FPA-sponsored A.U.M. - Ask Us Marketing⢠episode, hosted by Kalli Collective, youâll discover how to maximize the impact of your podcast content with Sarah Hopkinson, founder of CopyHop. Learn her expert strategies for repurposing podcast episodes into high-value content like articles, email series, and social posts. Whether you're looking to expand your reach or save time, Sarahâs approach will help you unlock hidden potential in your existing podcast archive.
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Episodes manquant?
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Hosting successful events can be a game-changer for financial advisors looking to connect with clients and prospects in a meaningful way. But what does it take to create an event that leaves a lasting impression? In the latest episode of Kalli Collectiveâs A.U.M. - Ask Us Marketing⢠live stream, sponsored by the Financial Planning Association (FPA), we sit down with Angela and Elyse from Event Advisors to discuss the essentials of event planning for financial advisors. From selecting the right venue to crafting an engaging agenda, Angela and Elyse share their insider tips on how to plan, execute, and follow up on events that resonate with your audience and boost your brand.
Throughout the episode, Angela and Elyse dive into the key components that make an event successful, including how to tailor your event to your target audience and ensure a seamless experience from start to finish. Whether you're planning a small, intimate gathering or a large-scale seminar, this episode is packed with valuable insights to help you maximize your eventâs impact. Donât miss this opportunity to learn from the experts and elevate your event strategy!
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Navigating the complexities of marketing regulations is a critical challenge for financial advisors, especially in light of the SECâs updated marketing rules introduced in 2022. These new regulations have opened the door for advisors to use testimonials, endorsements, and other client feedback in their marketing strategiesâan opportunity that was previously off-limits. But with this new freedom comes a host of legal considerations. In the latest episode of Kalli Collectiveâs A.U.M. - Ask Us Marketing⢠live stream, sponsored by the Financial Planning Association (FPA), we sit down with legal expert Andrew Shedlock, J.D., from Kutak Rock, to discuss what these changes mean for your practice and how to leverage them without running afoul of FINRA or the SEC.
Andrew brings his extensive experience in securities law to the conversation, offering clear and actionable advice on how advisors can confidently incorporate testimonials into their marketing while staying compliant. He breaks down the legal nuances of the 2022 SEC updates, providing practical tips on what you can and cannot do when it comes to client endorsements. Whether youâre considering using testimonials for the first time or looking to refine your approach in light of the new rules, this episode is a must-watch. Join us to get the expert insights you need to market your advisory practice effectively and legally.
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So your password isnât FinancialAdvisor123 and your security question isnât your dogâs name; youâve got those down pat. But what about all of the other ways your firm is vulnerable to cybercrime? Keeping your practice safe from digital security breaches and compliance fines is just as important as protecting your clientâs confidentiality, and, SPOILER ALERT: that includes your marketing. In this episode of Ask Us Marketingâ˘, sponsored by the FPA, weâre talking about how what you share on social media and your website can leave you vulnerable to cybercrime. Learn how to look at your content through the lens of a cybersecurity expert as we talk with Daniel Metcalf, speaker, tech enthusiast, Co-Founder and President of Cyberfin.
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Youâre more than a financial planner, so why not put that on display? Human connection is one of the most crucial factors in client-advisor relationship longevity and it can also be the key to helping you stand out from the competition. So how can those in the wealth management industry weave a bit of personality into their brand without sacrificing professionalism? On this episode of Ask Us Marketingâ˘, sponsored by the FPA, weâre talking with Ari Baum, Founder and CEO of Endurance Wealth Partners. Join the conversation to learn how he crafted a brand around his passion for Ironman competitions and marathons, building a firm that feels personal and unlike any other without marginalizing clients who donât share the same hobbies.
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Think about your last sales pitch. How did it go? Did you walk away feeling like you made a deep connection with your prospect, or like you tried to sell them on a service? More importantly, what impression did THEY walk away with? Nicole Cramer knows how awkward and unfulfilling it can be to be on the pitching side of a sales call, which is why she decided to flip the formula and build sales through relationships instead of sales scripts. As one of only twelve Exactly What to Say Certified Guides, Nicole has built a business designed to help entrepreneurs (like financial advisors!) learn how to take sales calls from pushy to profitable and by using the same relational-based tactics that helped her multiply her conversion rate by 400% in just two years. Donât miss this episode of Ask Us Marketingâ˘, sponsored by the FPA.
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Join Kalli as she discusses (on the fly) promoting your book to build credibility on this episode of Ask Us Marketingâ˘, sponsored by the FPA.
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There are multiple outlets for investing in your firmâs reach and client retention. So how do you know which is right for you? Jesse Cramer, our guest on this episode, lives by Ben Franklinâs words: âAn investment in knowledge pays the best interest.â It turns out that an investment in sharing knowledge also has a pretty great ROI for your firm. As the creative force and financial planner behind The Best Interest, nominee for 2023âs âPeopleâs Choice Podcast of the Year,â and a guest on shows like CNBC, the Wall Street Journal, the Motley Fool, Yahoo Finance, and more, you could say Jesse knows a thing or two about crafting a podcast that draws a crowd and gets them to stick around. If youâre not sure how podcasting can help grow your firm, pause your other plans and press play on this exciting episode of Ask Us Marketing, brought to you by the FPA.
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If your online presence isnât generating the growth you want it to, the missing link just might be your LinkedIn strategy. How personal should your profile be? How much should you repost vs. post original content, and how often should you post? Is it okay to DM clients, or does that come off creepy? If navigating LinkedIn makes you feel like youâre looking for a seat on your first day at a new school, not to worry. On this episode of Ask Us Marketing, sponsored by the FPA Kalli is joined by Kris Hughes, founder of Zanate Ventures, and LinkedIn legend. Tune in to learn how you can leverage this networking powerhouse and turn connections into growth opportunities.
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Do sales calls still give you the chills? Youâre not alone! The financial planning industry is built on client-advisor relationships, so itâs no surprise that developing trust throughout your sales funnel is the key to growing your practice AND your sales pitch confidence. On this episode of A.U.M.â˘, sponsored by the FPA, Kalli is talking with Rachel Covert, the powerhouse behind the wildly successful coaching program, Electri Fi Wealth, and @rachel_talksmoney, to learn how she overcame sales call phobia and increased lead conversion by leaning into authenticity.
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You already know how to talk about your firm in person or over Zoom. But do you know how to do it on air? In this episode of Ask Us Marketing, sponsored by the FPA, Kalli interviews Sara Lohse, the brains behind Favorite Daughter Media. With a background in marketing, PR, and producing for a personal finance podcast, Sara has unique insight into what it takes for financial advisors to nail guest appearances on podcasts and how to leverage those results, turning listeners into leads. Watch the episode to learn how you can book the right guest appearances and spin your story for a win.
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When you realize that 90% of consumers read reviews before committing to a purchase, the value of creating and implementing a testimonial process is obvious. But since weâre only four years out from the SEC allowing advisors to share testimonials, navigating the regulations can be tricky. How and where can you share client reviews? And how do you collect those reviews in the first place? Andrew Johnson of TestimonialiQ joins Kalli for another exciting episode of Ask Us Marketing, sponsored by the FPA, as they talk about how you can navigate regulations and use reviews to help your firm rise to the top of search engine results.
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Unfortunately for most financial advisors, engaging copy makes for a much better siren song than a spreadsheet. Every social media post you make, email you send, and blog you write is either drawing a crowd or sending prospects to your competitors. But your specialties are navigating the numbers and having the intuition to speak into your clientsâ financial dreams and fears. Do you really have to go out and get a BA in English just to maintain your edge and win new clients? Not with these tips from Derek Pollard in your back pocket. This poet, editor, literary critic, and founder of Constellar Creative joins us on A.U.M.⢠to share his copywriting tips for making your marketing sing thanks to prose worthy of the pros.
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What do prospects in your area see when they Google âfinancial advisor near meâ? Does your firm come up? Does your Google business profile give off âthe search is overâ vibes, or does it leave a little too much to the imagination? On this episode of A.U.M.â˘, sponsored by the FPA, weâre 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.
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There are few things more disappointing than watching your clients ignore your advice. But what if you could dig underneath that âOh, I changed my mindâ and get to the root of what drives their financial decisions? On this episode of A.U.M.⢠sponsored by the FPA, weâre 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.
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Are you starting a financial planning podcast? Time for a mic check. Youâve got engaging tips for wealth management, accreditation, and an advisory firm. But, back to that mic checkâ 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. Weâre going through a proâs checklist with Justin Peters of SimplePod Studios in this episode of A.U.M.â˘, brought to you by the FPA.
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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!
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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!
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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
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