So your password isn’t FinancialAdvisor123 and your security question isn’t your dog’s name; you’ve 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 client’s confidentiality, and, SPOILER ALERT: that includes your marketing. In this episode of Ask Us Marketing™, sponsored by the FPA, we’re 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.

You’re 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 Marketing™, sponsored by the FPA, we’re 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 don’t share the same hobbies.

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. Don’t miss this episode of Ask Us Marketing™, sponsored by the FPA.

Join Kalli as she discusses (on the fly) promoting your book to build credibility on this episode of Ask Us Marketing™, sponsored by the FPA.

There are multiple outlets for investing in your firm’s reach and client retention. So how do you know which is right for you? Jesse Cramer, our guest on this episode, lives by Ben Franklin’s words: “An investment in knowledge pays the best interest.” 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 2023’s “People’s Choice Podcast of the Year,” 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 you’re 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.

If your online presence isn’t 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 you’re 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.

Do sales calls still give you the chills? You’re not alone! The financial planning industry is built on client-advisor relationships, so it’s 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.™, 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.

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.