What to Expect in 2026 A.U.M. – Ask Us Marketing™
Marketing for financial advisors has never been more accessible — or more confusing. You can automate almost everything.You can outsource almost anything.You can post on
Apologies; This event is being rescheduled due to a family emergency
Do sales calls still give you the chills? You’re not alone! The financial planning industry is built on client-advisor trust, so it’s no surprise that developing trust throughout your sales funnel is the key to growing your practice and your confidence. Kalli spoke with Rachel Covert, the powerhouse behind the wildly successful coaching program, Electri Fi Wealth, and @rachel_talksmoney, to learn what has made the most difference in her sales process. Read on to learn how you can lead with authenticity to build trust and your AUM.
