Episodes
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Are you leaving yourself open to lawsuits by using Chat GPT and other AI platforms? Learn the processes you need to implement to legally protect yourself. In this A.U.M.⢠episode brought to you by the FPA Kalli talks with Andrew Shedlock of Kutak Rock LLP. Andrew focuses on representing broker/dealers, Registered Investment Advisors (âRIAsâ), financial planners, CFPsÂŽ, financial advisors, and other financial institutions and professionals in litigation, arbitration, defense of regulatory enforcement actions, general regulatory and compliance matters, broker and advisor transition matters, guiding and counseling advisors and brokers going independent through all stages of the process, and buy/sell transactions (whether larger or smaller transactions). This is one area that you want to learn from others' mistakes, and not your own.
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Nobody wants to feel like a number or a formula. So what if your advisory services could become a catalyst for deeper connections instead of pigeonholing your client's needs into calculations? Thatâs exactly what Ross Marino from Advisor 2X has been on a mission to do through his holistic, human-first approach to wealth management. Kalli sat down with him in this A.U.M.⢠episode brought to you by the FPA to learn about the mindset shift thatâs making waves in the advisory community and turning clients into their advisorsâ number-one fans.
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Missing episodes?
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Why do your clients hire you? Is it for the service you provide or for the opportunity to live the life they want? In this A.U.M.⢠episode brought to you by the FPA, Kalli talks with Kim Skermer about the impact of lifestyle marketing, how it can transform your brand identity, and how it can bring prospects knocking.
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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., AFCÂŽ, CFT- Iâ˘, 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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As a financial advisor, sharing client testimonials is a little trickier than it is in other industries. How do you navigate SEC regulations while sharing those glowing reviews? And whatâs the best way to ask for reviews in the first place? Join Kalli and Tom Balanda, business development and consumer review expert with Trustpilot, to learn how advisors can create a process for establishing credibility through client testimonials.
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Referrals remain one of the top growth strategies for many financial advisors. If you're wondering if you're missing out on referrals because you're focusing on other marketing strategies, then this episode is for you. Join us as we talk with Bill Cates about how to make your marketing referral-friendly in this A.U.M.⢠episode brought to you by the FPA.
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When youâre in the world of financial advising, knowing how to communicate intuitively can be the difference between hitting it off with your clients and closing shop. What if there was a tool to help you understand people at a deeper level and leverage that knowledge to build better client relationships? Joining us for this episode of Ask Us Marketing are Patty Kreamer and Michelle R. Donovan, from Productivity Uncorked who specialize in helping financial advisors communicate more effectively. Weâre talking all about DiSC, the decoder of human behavior, and the key to unlocking more effective communication.
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AUM (Ask Us Marketing) is a 30-minute live stream airing every Monday (sans holidays) at noon central, 12 p.m. CST. We delve into a specific marketing topic in each episode. Sometimes it's with an expert in that topic, a planner who has seen success, or FAQ with our team. In this episode, we will talk to Joe Saul-SehyNever miss an AUM episode! Sign up for our newsletter: https://kallicollective.com/newsletter/ and follow us on YouTube: https://www.youtube.com/@kallicollect...--Kalli Collective is a marketing agency designed from the ground up to help financial planners and wealth management firms build relationships with their target audience through custom content and tailored websites. Let us do the heavy lifting while you enjoy the results. Visit us today at https://www.kallicollective.com/ to find out how we can give your brand a voice.
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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 how to plan the perfect webinar from inception to client response.
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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 youâve 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. Thatâs 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 elevated to a bookshelf must-have.
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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 âYour Total Wealth,â to share the life lessons and financial tips theyâve uncovered throughout their 80 years of combined academic research. Weâre plumbing the depths of personal finance to reveal the behavioral, psychological, emotional, and relational aspects of financial planning while learning what it all means for your marketing strategy. Letâs dig into this weekâs AUM!
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Age may be âjust a number,â 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 theyâre at? In this episode of Ask Us Marketing, weâre 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 marketing strategy that fits your client's needs in every season!AUM (Ask Us Marketing) is a 30-minute live stream airing every Monday (sans holidays) at noon central, 12 p.m. CST. We delve into a specific marketing topic in each episode. Sometimes it's with an expert in that topic, a planner who has seen success, or FAQ with our team. Never miss an AUM episode! Sign up for our newsletter: https://kallicollective.com/newsletter/ and follow us on YouTube: https://www.youtube.com/@kallicollective/streams
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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, itâs 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/@kallicollective/streams--Kalli Collective is a marketing agency designed from the ground up to help financial planners and wealth management firms build relationships with their target audience through custom content and tailored websites. Let us do the heavy lifting while you enjoy the results. Visit us today at https://www.kallicollective.com/ to find out how we can give your brand a voice.
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Youâll 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. Weâre covering the dos and donâts of public relations, along with the services the FPA offers to advisors. Never miss an AUM episode! Sign up for our newsletter: https://kallicollective.com/newsletter/ and follow us on YouTube: https://www.youtube.com/@kallicollective/streams--Kalli Collective is a marketing agency designed from the ground up to help financial planners and wealth management firms build relationships with their target audience through custom content and tailored websites. Let us do the heavy lifting while you enjoy the results. Visit us today at https://www.kallicollective.com/ to find out how we can give your brand a voice.
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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 youâre so spectacularâ 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/@kallicollective/streams--Kalli Collective is a marketing agency designed from the ground up to help financial planners and wealth management firms build relationships with their target audience through custom content and tailored websites. Let us do the heavy lifting while you enjoy the results. Visit us today at https://www.kallicollective.com/ to find out how we can give your brand a voice.
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Ever wondered about the how-to and why of interviewing your clients? Weâve 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/@kallicollective/streams--Kalli Collective is a marketing agency designed from the ground up to help financial planners and wealth management firms build relationships with their target audience through custom content and tailored websites. Let us do the heavy lifting while you enjoy the results. Visit us today at https://www.kallicollective.com/ to find out how we can give your brand a voice.
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Youâve 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/streams--Kalli Collective is a marketing agency designed from the ground up to help financial planners and wealth management firms build relationships with their target audience through custom content and tailored websites. Let us do the heavy lifting while you enjoy the results. Visit us today at https://www.kallicollective.com/ to find out how we can give your brand a voice.
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