A.U.M.™ - Defining Your Ideal Client
In this FPA-sponsored A.U.M. - Ask Us Marketing™ episode, hosted by advisor marketing firm Kalli Collective, we explore how financial advisors can define and attract their ideal client. Lori
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 what’s 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.
