A.U.M.™ - Ask Us Marketing

A.U.M.™ - Ask Us Marketing

Calling all financial advisors! Ready to spice up your lunch hour? A.U.M (Ask Us Marketing) is a 30-minute live stream airing every Monday (sans holidays) at noon central, 12 p.m. CST. A live event crafted to satisfy your business growth cravings. We’re taking the mystery out of savvy marketing with featured guests from various professional marketing niches. You’ve got questions. We’ve got answers. https://kallicollective.com/ask-us-marketing/

Episodes

February 12, 2024 46 mins

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.

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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 ho...

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January 29, 2024 28 mins

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.

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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 elevate...

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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 ...

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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 mar...

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We host A.U.M - Ask Us Marketing on the first Monday of every month. In this episode, we will be talking to David Adams of Adams Wealth Partners about Integrating a Charitable Cause (like Alzheimer's Awareness) into your marketing.

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Some things just work well together, like cheese curds and french fries or CPAs and Financial Advisors. In this episode of Ask Us Marketing, Kalli and CA/US wealth and tax specialist Gerry Scott talk about how to get referrals from CPAs. As they say, it’s all about who you know! Never miss an AUM episode! Sign up for our newsletter: https://kallicollective.com/newsletter/ and follow us on YouTube: https://www.youtube.com/@kallic...

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September 11, 2023 34 mins

You’ll want to press play on this episode of Ask Us Marketing! Join Kalli and Ben Lewis, Chief Communications Officer at the Financial Planning Association, to talk about how advisors can spiff up their public image, land interviews, and grow their business. We’re covering the dos and don’ts of public relations, along with the services the FPA offers to advisors. Never miss an AUM episode! Sign up for our newsletter: https://kall...

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August 7, 2023 31 mins

Ready to add some recognition to your site? In this episode of Ask Us Marketing, Kalli and Brian Hart of Flackable talk about how advisors can win awards. Give Grandma something to brag on you about and show prospects why you’re so spectacular– blue ribbon tips coming in hot. Never miss an AUM episode! Sign up for our newsletter: https://kallicollective.com/newsletter/ and follow us on YouTube: https://www.youtube.com/@kallicolle...

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July 10, 2023 32 mins

Ever wondered about the how-to and why of interviewing your clients? We’ve got you covered in this episode of Ask Us Marketing. Learn how Elyse Stoner and Angela York of Custom Strategic Marketing for Wealth Advisors can get inside the minds of your clients and boost your business. Never miss an AUM episode! Sign up for our newsletter: https://kallicollective.com/newsletter/ and follow us on YouTube: https://www.youtube.com/@kall...

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You’ve got the financial know-how but not the engagement. What gives? We sat down with Matt Halloran of ProudMouth to learn why podcasting is the next frontier and how to use it to accelerate your influence. Find your voice and get loud with our latest Ask Us Marketing! Never miss an AUM episode! Sign up for our newsletter: https://kallicollective.com/newsletter/ and follow us on YouTube: https://www.youtube.com/@kallicollective/...

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Are you planning to work forever? We caught up with Saša Mirković of Inspire Network to learn why you should start planning your exit strategy now, how to build a team that can steer the ship without you, and how your marketing can set you up for a seamless transition. Never miss an AUM episode! Sign up for our newsletter: https://kallicollective.com/newsletter/ and follow us on YouTube: https://www.youtube.com/@kallicollective/s...

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April 3, 2023 30 mins

Pop quiz: what type of digital marketing has the longest shelf life? We sat down with Laura Garfield from Idea Decanter to talk about the value of video production and answer your DIY video questions. Learn why this is the marketing magic you can’t afford to sleep on and how to get started. Find your voice and get loud with our latest Ask Us Marketing!


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Business growth doesn’t have to slow when the market is sluggish! Join us as we talk with Tommy Doerfler, CPA, CFP®, CEPA® of Lighthouse Wealth Group, about how he met his Net New Asset goals during a down market.

Spoiler alert: it’s all about good communication.

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February 6, 2023 32 mins

How do you measure success when it comes to your digital presence? You may be checking your likes, followers, and views, but how do you know if your numbers are on track to reach your business growth goals? If you want to know the difference between “good” and “good enough,” tag along as we deep dive into the data and talk about the benchmarks you need to hit in order to get where you want to go. Never miss an AUM episode! Sign up...

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