STREAMING LIVE ON • YOUTUBE • FACEBOOK • LINKEDIN
A.U.M. – Ask Us Marketing™ is a 30-minute live stream airing every Monday at 12 p.m. CST. Our show is hosted by Kalli – the founder and director of Savvy Advisor Marketing.
In each A.U.M.™ episode, we delve into a specific marketing topic. Sometimes it’s with a subject-matter expert, a planner who has seen success, or we’re answering FAQs with our team.
Our audience is comprised of financial planners, advisors, and coaches who vary in marketing knowledge and experience. Most, however, are marketing novices. It’s best to assume they don’t know marketing terms or trends.
A.U.M.™ streams live, which is then recorded by each respective channel:
LinkedIn - Kalli’s Profile
- Savvy Advisor Marketing Page
YouTube - Savvy Advisor Marketing Channel
Facebook - Savvy Advisor Marketing Page
We also upload the recording to the following podcast platforms:
Apple, Spotify, Castbox, Amazon, iHeart, Overcast
Thank you! We’re honored and grateful any time someone agrees to be our guest on A.U.M.™ We want the time you’re giving us to be equally valuable to you as it is to us. That’s why we’ve created this cheat sheet. Let’s make the most of our time together!
-KF
Combined, you’ll be streaming to an estimated 72,480 followers for an average of 1,470 views.
We promote each episode and tag our guests in the following:
Website: On our website with a short episode description and an embedded YouTube video
Email: In our AUM email alert reminder
Social Media: We post to LinkedIn, Facebook, Instagram, X, and Google Business
Excited to be our guest? We're excited too! Here’s what we need you to do to get started:
Please pick a date and complete the following form:
https://forms.gle/x8QqW13yx8ZxwxM7A
Accept our invitations: we will send you a calendar invitation for your event and a LinkedIn connection request (we must be connected to add you as a guest speaker).
Tell your audience about your upcoming interview.
Review the event agenda. The Monday before your live stream, we will send an agenda and set of questions we plan on asking, a link to log into our virtual studio, and we will add you as a guest speaker on the LinkedIn event.
Share the published event to your audience and invite your connections.
Meet with our team the Thursday before your guest appearance to run through what to expect.
Sign in to Restream and connect your accounts, so you can stream the show to your profile, too.
Watch our tutorial below:
Go live and have fun!
Share your clips.
Stay friends! If you enjoyed your time with us, want to support us, or just want to follow along our journey, like and subscribe!
Our ideal client is a financial planner who runs a firm with 6+ staff members. They’ve been in business about 10+ years, and don’t have a full time marketing person. They say things like “I want to reach a younger audience,” “I want to refresh my website,” or “it’s time to try something new.”
If you know someone who fits this profile, you can share our website with them or connect us via email kalli@savvyadvisormarketing.com.
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