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
What do prospects in your area see when they Google “financial advisor near me”? Does your firm come up? Does your Google business profile give off “the search is over” vibes, or does it leave a little too much to the imagination? On this episode of A.U.M.™, sponsored by the FPA, we’re 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.
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
In this FPA-sponsored A.U.M. - Ask Us Marketing™ episode, hosted by Kalli Collective, you’ll discover how to maximize the impact of your podcast content with
Ready to make your expertise work for you? In this FPA-sponsored A.U.M. - Ask Us Marketing™ episode, hosted by advisor marketing firm Kalli Collective, you’ll
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
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