# Savvy Advisor Marketing > Kalli Collective LLC --- ## Pages - [Consult & Coordinate](https://savvyadvisormarketing.com/advisor-marketing-services/done-for-you/consult-coordinate/): Consult & Coordinate ✔︎ Done For You Before you invest in more marketing, let’s make sure it actually makes sense.... - [A.U.M.™ Guest](https://savvyadvisormarketing.com/a-u-m-guest/): STREAMING LIVE ON • YOUTUBE • FACEBOOK • LINKEDIN A. U. M. – Ask Us Marketing™ → Special Guest ABOUT... - [Full Monty Advisor Application](https://savvyadvisormarketing.com/full-monty-advisor-application/): Full Monty Advisor Application This application helps us make sure we’re the right fit to support your growth. We only... - [Full Monty Application Received](https://savvyadvisormarketing.com/full-monty-advisor-application/full-monty-application-received/): You’re In Good Hands Thanks for applying to The Full Monty We review each application personally to make sure it’s... - [Full Monty Advisor Growth Plan](https://savvyadvisormarketing.com/advisor-marketing-services/done-for-you/full-monty-advisor-growth-plan/): Get results with our Full Monty marketing plan & money-back guarantee. Consistent brand & message, well-defined audience, dynamic website, and more! - [Podcast Course Purchase Page - AUM](https://savvyadvisormarketing.com/podcast-course-purchase-page-aum/): This "how to podcast" course isn’t about launching a show or how to edit your audio. This is about what to do after you hit "publish." - [Kevin Bacon](https://savvyadvisormarketing.com/kevin-bacon/): Meet Our Brand Evangelist Kevin Bacon, CFP CUTE. FUN. PIG. Kevin Bacon is Savvy Advisor Marketing’s resident mascot and content... - [Podcast Course Purchase Page](https://savvyadvisormarketing.com/podcast-course/): This "how to podcast" course isn’t about launching a show or how to edit your audio. This is about what to do after you hit "publish." - [Podcast Tools We Use](https://savvyadvisormarketing.com/podcast-tools-we-use/): Podcast Tools VIDEO CLIPS & LIVE STREAMING Restream – for recording, livestreaming, and auto-generating video clips EMAIL TEMPLATES THAT WORK... - [Unsubscribe Podcast Announcement](https://savvyadvisormarketing.com/unsubscribe/): We’re sorry to see you go You’ve been removed from this email list—but no hard feelings. We believe in marketing... - [Podcast Strategic Partners](https://savvyadvisormarketing.com/podcast-strategic-partners/): Podcast Partners We don’t do everything. But we know the people who do. Over the years, we’ve worked with incredible... - [Jolt! Relationship Nurturing from Campaigns to Clients](https://savvyadvisormarketing.com/jolt-relationship-nurturing-from-campaigns-to-clients/): Relationship Nurturing: From Campaigns to Clients SPEAKERS Tom Fields, FynancialKalli Fedusenko, Kalli CollectiveLeighton Langan, NitrogenJack Martin, EAG Kalli Fedusenko Founder... - [Hannah Russell](https://savvyadvisormarketing.com/hannah-russell/): Meet Our Wordsmith Hannah Russell WORDSMITH, SOURDOUGH ENTHUSIAST With a background in small business development and operations from the ground... - [Ashley Garland](https://savvyadvisormarketing.com/ashley-garland/): Meet Our Designer Ashley Garland Creator, Crystal QUEEN With a degree in graphic design, Ashley has a knack for bringing... - [Kyle Beyke](https://savvyadvisormarketing.com/kyle-beyke/): Meet Our Developer Kyle Beyke Developer, Just Kyle A self-described lifelong learner, Kyle started in computers at age 7. His... - [Michael Foran](https://savvyadvisormarketing.com/michael-foran/): Meet Our QC Michael Foran Quality Check, Machine Maestro Michael possesses a robust technical mindset and excels in creative environments.... - [ChatGPT](https://savvyadvisormarketing.com/chatgpt/): Meet Our Assistant Chat GPT AI Assistant, Chatty Meet Chatty, the AI assistant who brings a blend of tech-savvy skills... - [Seminar in a Box](https://savvyadvisormarketing.com/seminar-in-a-box/): Seminar-in-a-Box An Advisor Event They’ll Actually Show Up For Done-for-You. No Guesswork. Just Show Up. This turnkey seminar package is... - [Full Monty Daring Examples](https://savvyadvisormarketing.com/full-monty-daring-examples/): Daring Examples All Email Newsletters Social Content Blog Articles Videos Websites Metrics Content Pitch Videos & Websites 7 Videos Video... - [Savvy Advisor™ Client Journey Worksheet](https://savvyadvisormarketing.com/savvy-advisor-free-member-downloadables/savvy-advisor-client-journey-worksheet/): Client JourneyDownload - [Marketing by Experts Marketing Panel at Bob Veres Insider Forum](https://savvyadvisormarketing.com/bob-veres-insider-forum/): Get Kalli's tips from the Marketing Panel at Bob Veres' Insider's Forum Get the insights that can help financial advisors... - [1-1 Coaching](https://savvyadvisormarketing.com/1-1-coaching/) - [Consulting](https://savvyadvisormarketing.com/consulting/) - [Birch Run - Keap Consulting](https://savvyadvisormarketing.com/consulting/birch-run-keap-consulting/): Start Here https://youtu. be/OqXA3DPBI4khttps://youtu. be/MUWBfBI7Lj0 Have a Question? Leave a Review - [Podcast Promotion Course & Coaching](https://savvyadvisormarketing.com/savvy-advisor-premium/premium-podcast-promotion-coaching/): Start Here DOWNLOAD THE PDFS 4 Ps Podcast Checklist Examples from Videos https://youtu. be/zxF4bwchNZYhttps://youtu. be/tjM0g0u0U2Uhttps://youtu. be/I93LXdkearEhttps://youtu. be/TCGhhygztNYhttps://youtu. be/WY_4yjgaAmM Schedule Coaching... - [Conference Savvy Signup](https://savvyadvisormarketing.com/conference-savvy-signup/): Sign up for savvy advisor™ - [Lead Nurture Sequence](https://savvyadvisormarketing.com/advisor-marketing-services/done-for-you/lead-nurture-sequence/): Lead Nurture Sequence ✔︎ Done For You Get Leads to “Know, Like, Trust” You You’re paying to receive leads from... - [PR Promote](https://savvyadvisormarketing.com/advisor-marketing-services/done-for-you/pr-promote/): Enhance Your PR Impact ✔︎ Done For You Maximize Advisor Media Appearances with pr promote New Kid On The Block... - [Marketing Quiz](https://savvyadvisormarketing.com/marketing-quiz/) - [Get The Book](https://savvyadvisormarketing.com/get-the-book/): Get Our Digital Marketing Manual – for free Sign up as a Savvy Advisor™ to download our book and get... - [Marketing Done For You](https://savvyadvisormarketing.com/advisor-marketing-services/done-for-you/): Done-for-you marketing for financial advisors. Custom strategy, content, and execution. Built to grow your firm without adding to your workload. - [Savvy Advisor Marketing Done-With-You​](https://savvyadvisormarketing.com/advisor-marketing-services/done-with-you/): Done-with-you marketing services designed for financial advisors and internal marketing associates ready to grow AUM with confidence. - [Email](https://savvyadvisormarketing.com/advisor-marketing-services/done-for-you/email/): Email Newsletter ✔︎ Done For You Nurture Relationships with a Personalized Monthly Email Newsletter Email remains one of the most... - [Premium - Brand Basics](https://savvyadvisormarketing.com/savvy-advisor-premium/premium-brand-basics/): Brand Basics Start Here Download PDF https://youtu. be/CNZU92Iuxmshttps://youtu. be/XHPbVhllVKchttps://youtu. be/a4Fs2ady6JIhttps://youtu. be/qwPQlR-shRAhttps://youtu. be/tWqdH6tixj8 Schedule Call - [Refund and Returns Policy](https://savvyadvisormarketing.com/savvy-advisor-premium/refund_returns/): This is a sample page. Overview Our refund and returns policy lasts 30 days. If 30 days have passed since... - [Cart](https://savvyadvisormarketing.com/savvy-advisor-premium/cart/): Remove item Thumbnail image Product Price Quantity Subtotal × Kevin Bacon Paperweight $5. 00 Kevin Bacon Paperweight quantity $15. 00... - [Checkout](https://savvyadvisormarketing.com/savvy-advisor-premium/checkout/): Contact information Email Address * Billing Details First Name * Last Name * Company Name (optional) Country / Region *Select a country / region... AfghanistanÅland... - [Terms & Conditions](https://savvyadvisormarketing.com/savvy-advisor-premium/terms-conditions/) - [Savvy Advisor™ Premium Courses & Extras](https://savvyadvisormarketing.com/savvy-advisor-premium/savvy-advisor-premium-courses-extras/) - [Savvy Advisor™ Premium](https://savvyadvisormarketing.com/savvy-advisor-premium/) - [Job Opportunities](https://savvyadvisormarketing.com/job-opportunities/): Job Opportunities We partner with contractors regularly to provide our clients with a superior product that can only be delivered... - [Financial Content - Designer](https://savvyadvisormarketing.com/job-opportunities/financial-content-designer/): Financial Content – Designer ROLE MISSION Deliver completed designs and graphics that accomplish the client’s goals. EXPECTED OUTCOMES This position... - [Financial Content - Copywriter](https://savvyadvisormarketing.com/job-opportunities/financial-content-copywriter/): Financial Content – Copywriter ROLE MISSION Deliver completed writing assignments that achieve client’s goals. EXPECTED OUTCOMES This position must deliver... - [Financial Content - All-in-One Creator](https://savvyadvisormarketing.com/job-opportunities/financial-content-all-in-one-creator/): Financial Content – All-in-one Creator ROLE MISSION Deliver completed projects with design and writing that accomplish the client’s goals. EXPECTED... - [Financial Marketing - Project Manager](https://savvyadvisormarketing.com/job-opportunities/financial-marketing-project-manager/): Financial Content – Project Manager ROLE MISSION Deliver a client experience that creates client advocates who rave about us. EXPECTED... - [AUM Alerts](https://savvyadvisormarketing.com/aum-alerts/): Don’t Miss Out Ask Us Marketing is held every Monday at Noon Central. Get notified when we are going live,... - [Savvy Advisor™ Free Member Downloadables](https://savvyadvisormarketing.com/savvy-advisor-free-member-downloadables/) - [Savvy Advisor™ Free Branding Checklist](https://savvyadvisormarketing.com/savvy-advisor-free-member-downloadables/savvy-advisor-free-branding-checklist/): Branding ChecklistDownload - [Savvy Advisor™ Free Content Checklist When An Employee Leaves](https://savvyadvisormarketing.com/savvy-advisor-free-member-downloadables/savvy-advisor-free-content-checklist-when-an-employee-leaves/): Content Checklist - When an Employee LeavesDownload - [Savvy Advisor™ Free Checklist to More Email Opens](https://savvyadvisormarketing.com/savvy-advisor-free-member-downloadables/savvy-advisor-free-checklist-to-more-email-opens/): Checklist to More Email OpensDownload - [Savvy Advisor™ Free Viral Quick Guide](https://savvyadvisormarketing.com/savvy-advisor-free-member-downloadables/savvy-advisor-free-viral-quick-guide/): Viral Quick GuideDownload - [Savvy Advisor™ Free Ad Spend Guide](https://savvyadvisormarketing.com/savvy-advisor-free-member-downloadables/savvy-advisor-free-ad-spend-guide/): Ad Spend GuideDownload - [Savvy Advisor™ Free Social Media Benchmarks](https://savvyadvisormarketing.com/savvy-advisor-free-member-downloadables/savvy-advisor-free-social-media-benchmarks/): Social-Media-Benchmarks-Kalli-Collective-2023Download - [Savvy Advisor™ Free Testimonial Checklist](https://savvyadvisormarketing.com/savvy-advisor-free-member-downloadables/savvy-advisor-free-testimonial-checklist/): Testimonial ChecklistDownload - [Savvy Advisor™ Free YouTube Thumbnail Template](https://savvyadvisormarketing.com/savvy-advisor-free-member-downloadables/savvy-advisor-free-youtube-thumbnail-template/): Kalli Collective YT Thumbnail Template 2022Download - [Savvy Advisor™ Free Newsworthiness Guide](https://savvyadvisormarketing.com/savvy-advisor-free-member-downloadables/savvy-advisor-free-newsworthiness-guide/): NewsworthinessDownload - [Savvy Advisor™ Free Website Budget Cheat Sheet](https://savvyadvisormarketing.com/savvy-advisor-free-member-downloadables/savvy-advisor-free-website-budget-cheat-sheet/): Website Budgeting 2021Download - [Savvy Advisor™ Free Video Equipment List](https://savvyadvisormarketing.com/savvy-advisor-free-member-downloadables/savvy-advisor-free-video-equipment-list/): Budget-Friendly Video-Equipment-ListDownload - [Savvy Advisor™ Free Content Creation Guide](https://savvyadvisormarketing.com/savvy-advisor-free-member-downloadables/savvy-advisor-free-content-creation-guide/): Content for Month - Simplified - 2021Download - [Savvy Advisor™ Free Digital Marketing Manual](https://savvyadvisormarketing.com/savvy-advisor-free-member-downloadables/savvy-advisor-free-digital-marketing-manual/): Advisor-Digital-Marketing-Manual-2024Download - [Savvy Advisor™ Free Resources](https://savvyadvisormarketing.com/savvy-advisor-free-resources/): Savvy Advisor™ Free Resources - [Go Savvy Premium](https://savvyadvisormarketing.com/go-savvy-premium/): Savvy Advisor™ Premium Membership We are currently building out our premium membership. Stay tuned! - [Savvy Advisor™ Free Resources to Strategize Your Marketing](https://savvyadvisormarketing.com/savvy-advisor-free-resources/strategy/): Savvy Advisor Free Resources to Strategize Your Marketing - [Savvy Advisor™ Free Resources to Build Your Content](https://savvyadvisormarketing.com/savvy-advisor-free-resources/content/): Savvy Advisor Free Resources to Build Your Content - [Savvy Advisor™ Free Resources to Develop Your Site](https://savvyadvisormarketing.com/savvy-advisor-free-resources/website/): Savvy Advisor Free Resources to Develop Your Site - [Savvy Advisor™ Free Resources to Make Engaging Emails](https://savvyadvisormarketing.com/savvy-advisor-free-resources/email/): Savvy Advisor Free Resources to Make Engaging Emails - [Savvy Advisor™ Free Resources to Incorporate Videos](https://savvyadvisormarketing.com/savvy-advisor-free-resources/video/): Savvy Advisor Free Resources to Incorporate Videos - [Savvy Advisor™ Free Resources to Get Press](https://savvyadvisormarketing.com/savvy-advisor-free-resources/press/): Savvy Advisor Free Resources to Get Press - [Savvy Advisor™ Free Resources to Master Social Media](https://savvyadvisormarketing.com/savvy-advisor-free-resources/social-media/): Savvy Advisor Free Resources to Host Master Social Media - [No Savvy Advisor™ Access](https://savvyadvisormarketing.com/no-access/): The content you’re trying to reach is restricted to savvy advisors. No Access? No problem. Sign up lickety-split. It’s free!... - [Savvy Excerpt Upsell Page](https://savvyadvisormarketing.com/excerpt-upsell-page/): This content is restricted to savvy advisors™ Become a Savvy Advisor™ Already Savvy? Log in here. - [Grant Savvy Access to Accounts](https://savvyadvisormarketing.com/grant-access-to-accounts/): How to Grant Kalli Collective Access to Your Accounts FACEBOOK Make sure to send us your page name and URL,... - [Savvy Advisor™ Welcome](https://savvyadvisormarketing.com/savvy-advisor-welcome/): Welcome to Savvy Advisor™ 🎉 https://youtu. be/Sjs5m2uBXMI We’re excited to have you here. Your Savvy Advisor profile is your personalized... - [Bento](https://savvyadvisormarketing.com/bento/): Kalli Collective specializes in providing marketing and branding services to financial planning professionals across the U.S. We understand the importance of gaining and keeping clients and can help you plan, strategize, and implement a marketing plan tailored to your business goals. - [Website Production Process](https://savvyadvisormarketing.com/website-production-process/): Get results with our onboarding success for financial advisors. We evaluate, set & refresh style, set up accounts, deliver & review, and more. - [Kalli Fedusenko — Connect with Kalli](https://savvyadvisormarketing.com/kalli-connect/): If you want a digital marketing firm that understands where you’re coming from and what you need, you’ve come to... - [FinCon 2023](https://savvyadvisormarketing.com/fincon-2023/): FinCon 2023 Sheraton New Orleans October 18-21, 2023 ? ? ? with Kalli Fedusenko From Instagram stories to LinkedIn articles,... - [Fall Promotion 2023](https://savvyadvisormarketing.com/fall-promotion-2023/): Hey Advisor, We’re offering 50% off onboarding & setup to the first four advisors who sign up for one of... - [FPA 2023](https://savvyadvisormarketing.com/fpa-2023/): FPA Annual Conference 2023 PHOENIX CONVENTION CENTER SEPTEMBER 27-29, 2023 EFFECTIVE DIGITAL MARKETING STRATEGIES with Kalli Fedusenko From Instagram stories... - [Ask Us Marketing](https://savvyadvisormarketing.com/ask-us-marketing/): Live at Lunch every first Monday of the month at noon central. Ready to spice up your lunch hour? Ask Us Marketing is a live event crafted to satisfy your business growth cravings. We're taking the mystery out of savvy marketing with featured guests from various professional marketing niches. - [Speaking Engagements](https://savvyadvisormarketing.com/kalli-speaks/): Engage Educate with Kalli Fedusenko Entertain Engage Educate Entertain with Kalli Fedusenko Kalli fedusenko, digital marketing expert & Professional speaker... - [Members](https://savvyadvisormarketing.com/members/) - [Get Our Newsletter](https://savvyadvisormarketing.com/newsletter/): Don’t Miss Out Get tips, tricks, and trade secrets delivered to your inbox. - [Get Social](https://savvyadvisormarketing.com/get-social/): Let’s Get Social! Linkedin Youtube Twitter Facebook Instagram stay in the know – Add us on any of the above... - [Website](https://savvyadvisormarketing.com/advisor-marketing-services/done-for-you/website/): Website Development ✔︎ Done For You IS YOUR WEBSITE ENGAGING YOUR VISITORS AND CAPTURING LEADS? We know what it takes... - [Full Monty Lite Examples](https://savvyadvisormarketing.com/full-monty-lite-examples/): Lite Examples All Email Newsletters Social Content Blog Articles Videos Metrics Content Pitch Videos 2 Videos Video Editing – Process... - [Full Monty Bold Examples](https://savvyadvisormarketing.com/full-monty-bold-examples/): Bold Examples All Email Newsletters Social Content Blog Articles Videos Websites Metrics Content Pitch Videos & Websites 7 Videos Video... - [The Full Monty Process](https://savvyadvisormarketing.com/fm-process/): The Lite Process √ content done for you HOVER OVER EACH NUMBER TO learn more about each step. Every month... - [Guarantee](https://savvyadvisormarketing.com/guarantee/): What “we guarantee it” Really means Why a guarantee We’re erasing that fine line between confidence and delusion. How many... - [Full Monty Advisor Growth Marketing Plan](https://savvyadvisormarketing.com/advisor-marketing-services/done-for-you/plan/): Get results with our Full Monty marketing plan & money-back guarantee. Consistent brand & message, well-defined audience, dynamic website, and more! - [Setup](https://savvyadvisormarketing.com/advisor-marketing-services/done-for-you/setup/): Get results with our onboarding success for financial advisors. We evaluate, set & refresh style, set up accounts, deliver & review, and more. - [Crazy Good](https://savvyadvisormarketing.com/crazy-good/): INCREASE YOUR VIDEO VIEWS WITH Polish, Publish & Promote as discussed on The Crazy Good Talks® podcast Get the DIY... - [The Team](https://savvyadvisormarketing.com/about-savvy-advisor-marketing-firm/your-marketing-team/): Meet the team at our financial advisor-focused marketing agency. Helping financial advisors reach their marketing goals with our expertise. - [Testimonials](https://savvyadvisormarketing.com/about-savvy-advisor-marketing-firm/testimonials/): Real, raw and unscripted testimonials from satisfied clients. See the real-time reactions to our work and read quotes directly from our clients' responses. - [Digital Score](https://savvyadvisormarketing.com/digital-score/) - [Savvy Advisor™ Profile](https://savvyadvisormarketing.com/savvy-advisor-user-page/): Your Savvy Advisor™ Profile Free Savvy Advisor MemberPremium Savvy Advisor Member Name: Email: Firm: Marketing Savvy Score: Service Type: Shared... - [Schedule Your Kick-Off Call](https://savvyadvisormarketing.com/schedule-your-kick-off-call/): Schedule Your Kick-Off Call You sent your submission, now let’s get the party started! - [Marketing for Advisors Who Want to #GetSavvy | Savvy Advisor Marketing](https://savvyadvisormarketing.com/): Marketing tips, tools, and strategy built for financial advisors. Grow your advisory business and finally feel understood with Savvy Advisor Marketing. - [Savvy Advisor Feedback](https://savvyadvisormarketing.com/savvy-advisor-feedback/) - [Logout](https://savvyadvisormarketing.com/logout/) - [Savvy Advisor Password Reset](https://savvyadvisormarketing.com/password-reset/): Can’t Remember YOUR PASSWORD? Receive Your Current Password via Email Or You Can Reset Your Password UPDATE YOUR PASSWORD --- ## Posts - [A.U.M.™ REPLAY: Bad Google Review? No Problem.](https://savvyadvisormarketing.com/a-u-m-replay-bad-google-review-no-problem/): 05. 18. 26 - [A.U.M.™ REPLAY: The $12M Google Review Strategy Featuring Tim Goodwin](https://savvyadvisormarketing.com/a-u-m-replay-the-12m-google-review-strategy-featuring-tim-goodwin/): 05. 11. 26 - [A.U.M.™ LIVE - Turning Client Stories Into New Business](https://savvyadvisormarketing.com/a-u-m-live-turning-client-stories-into-new-business/): 05. 04. 26 - [A.U.M.™ LIVE - Reputation Is Your Best Marketing](https://savvyadvisormarketing.com/a-u-m-live-reputation-is-your-best-marketing/): 04. 27. 26 - [A.U.M.™ LIVE - Human Connection Featuring Nicole Noonan](https://savvyadvisormarketing.com/a-u-m-live-human-connection-featuring-nicole-noonan/): 04. 20. 26 - [A.U.M.™ LIVE - Winning the Retirement Conversation](https://savvyadvisormarketing.com/a-u-m-live-winning-the-retirement-conversation/): 04. 13. 26 - [Are We There Yet? Cracking the Code to Social Media Strategy for Financial Advisors](https://savvyadvisormarketing.com/are-we-there-yet-cracking-the-code-to-social-media-strategy-for-financial-advisors/): From 11 Instagram followers over 3 years to 662 within 2. 5 months? Yep. Real results from one of our... - [A.U.M.™ LIVE - Human Connection Among Artificial Everything](https://savvyadvisormarketing.com/a-u-m-live-human-connection-among-artificial-everything/): 04. 06. 26 - [A.U.M.™ LIVE - Making the Most of AI](https://savvyadvisormarketing.com/a-u-m-live-making-the-most-of-ai/): 03. 23. 26 - [A.U.M.™ LIVE - Making the Most of AI Featuring Andie Lafontant](https://savvyadvisormarketing.com/a-u-m-live-making-the-most-of-ai-featuring-andie-lafontant/): 03. 16. 26 - [A.U.M.™ LIVE - Making the Most of AI Featuring Ryan Griffiths](https://savvyadvisormarketing.com/a-u-m-live-making-the-most-of-ai-featuring-ryan-griffiths/): 03. 09. 26 - [A.U.M.™ LIVE - Making the Most of AI Featuring Matt "GPT" Halloran](https://savvyadvisormarketing.com/a-u-m-live-making-the-most-of-ai-featuring-matt-gpt-halloran/): 03. 02. 26 - [A.U.M.™ LIVE - Making the Most of AI Intro](https://savvyadvisormarketing.com/a-u-m-live-making-the-most-of-ai-intro/): 02. 23. 26 - [What to Expect in 2026 A.U.M. – Ask Us Marketing™](https://savvyadvisormarketing.com/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... - [A.U.M.™ LIVE - Are IRL Seminars Still Working](https://savvyadvisormarketing.com/a-u-m-live-are-irl-seminars-still-working/): 12. 01. 25 - [A.U.M.™ LIVE - How Interactive Lead Magnets Drive Sales Conversations](https://savvyadvisormarketing.com/a-u-m-live-how-interactive-lead-magnets-drive-sales-conversations/): 11. 17. 25 - [A.U.M.™ LIVE - How Testimonials Outcompete AI with Brian Thorp, Wealthtender](https://savvyadvisormarketing.com/a-u-m-live-how-testimonials-outcompete-ai-with-brian-thorp-wealthtender/): 11. 03. 25 - [A.U.M.™ LIVE - You’ve Already Written a Book](https://savvyadvisormarketing.com/a-u-m-live-youve-already-written-a-book/): 10. 27. 25 - [A.U.M.™ LIVE -  Make Your Podcast Discoverable](https://savvyadvisormarketing.com/a-u-m-live-make-your-podcast-discoverable/): 10. 13. 25 - [A.U.M.™ LIVE -  What’s a Brand Evangelist—and Do You Need One](https://savvyadvisormarketing.com/a-u-m-live-whats-a-brand-evangelist-and-do-you-need-one/): 09. 29. 25 - [A.U.M.™ LIVE -  Email & Text Marketing with Robert Sofia](https://savvyadvisormarketing.com/a-u-m-live-email-text-marketing-with-robert-sofia/): 09. 15. 25 - [A.U.M.™ LIVE - Brains, Biases & Better Conversations](https://savvyadvisormarketing.com/a-u-m-live-brains-biases-better-conversations/): 08. 25. 25 - [A.U.M.™ LIVE - How to Come Back From Bad Google Reviews](https://savvyadvisormarketing.com/a-u-m-live-how-to-come-back-from-bad-google-reviews/): 08. 18. 25 - [How long does it take to see results from digital marketing?](https://savvyadvisormarketing.com/how-long-does-it-take-to-see-results-from-digital-marketing/): It’s the question I ask myself at least once a week—right around the time I’m second-guessing everything: Does this strategy... - [A.U.M.™ LIVE -  DIY Podcast: The 4 P's](https://savvyadvisormarketing.com/a-u-m-live-diy-podcast-the-4-ps/): 08. 04. 25 - [A.U.M.™ LIVE -  How the Branding Gets Made](https://savvyadvisormarketing.com/a-u-m-live-how-the-branding-gets-made/): 07. 28. 25 - [A.U.M.™ LIVE - Mitlin Success (Part 2): Behind the Brand](https://savvyadvisormarketing.com/a-u-m-live-mitlin-success-part-2-behind-the-brand/): 07. 21. 25 - [A.U.M.™ -  MITLIN SUCCESS (PART 1): BUILDING THE BRAND](https://savvyadvisormarketing.com/a-u-m-mitlin-success-part-1-building-the-brand/): 07. 14. 25 - [A.U.M.™ -  The Face of Growth](https://savvyadvisormarketing.com/a-u-m-the-face-of-growth/): 06. 30. 25 - [A.U.M.™ - AI Tools You Need to Succeed](https://savvyadvisormarketing.com/a-u-m-ai-tools-you-need-to-succeed/): 06. 23. 25 - [A.U.M.™ - How AI Will Destroy All Marketing Strategies In 18 Months Or Less](https://savvyadvisormarketing.com/a-u-m-how-ai-will-destroy-all-marketing-strategies-in-18-months-or-less/): 06. 16. 25 - [A.U.M.™ - Nail the Sale](https://savvyadvisormarketing.com/a-u-m-nail-the-sale/): 06. 02. 25 - [A.U.M.™ - Live Website Review](https://savvyadvisormarketing.com/a-u-m-live-website-review/): 05. 19. 25 - [Marketing Trends You Should Ignore](https://savvyadvisormarketing.com/marketing-trends-you-should-ignore/): Digital marketing trends and rumors multiply and expand faster than a bad LinkedIn pitch. There were a few things that... - [A.U.M.™ - Attract Ideal Clients Through Webinars](https://savvyadvisormarketing.com/a-u-m-attract-ideal-clients-through-webinars/): 05. 12. 25 - [A.U.M.™ - Win Sales With Writing](https://savvyadvisormarketing.com/a-u-m-win-sales-with-writing/): 04. 21. 25 - [A.U.M.™ - Sound Like a Pro: Using Voice to Strengthen Your Brand](https://savvyadvisormarketing.com/a-u-m-sound-like-a-pro-using-voice-to-strengthen-your-brand/): 04. 21. 25 - [Fact or Fiction: The Magic Bullet Marketing Strategy](https://savvyadvisormarketing.com/fact-or-fiction-the-magic-bullet-marketing-strategy/): Kalli here. I’ve been in marketing since 2006 and in financial marketing since 2011. And no matter where I’m working... - [A.U.M.™ - What's Working in Q1 2025](https://savvyadvisormarketing.com/a-u-m-whats-working-in-q1-2025/): 04. 14. 25 - [A.U.M.™ - How to Light Your Videos](https://savvyadvisormarketing.com/a-u-m-how-to-light-your-videos/): 03. 31. 25 - [Decoding Website Jargon: What Every Financial Planner Needs to Know](https://savvyadvisormarketing.com/decoding-website-jargon-what-every-financial-planner-needs-to-know/): Think of your website as your digital office. It’s where prospects interact with your brand, where clients go for resources,... - [A.U.M.™ - Website Terms Every Financial Planner Needs to Know](https://savvyadvisormarketing.com/a-u-m-website-terms-every-financial-planner-needs-to-know/): 03. 17. 25 - [A.U.M.™ - Stop Counting Conversations and Have Conversations That Count](https://savvyadvisormarketing.com/a-u-m-stop-counting-conversations-and-have-conversations-that-count/): 03. 03. 25 - [A.U.M.™ - Network Like a Human, Not a Salesy Weirdo](https://savvyadvisormarketing.com/a-u-m-network-like-a-human-not-a-salesy-weirdo/): 03. 24. 25 - [A.U.M.™ - Public Relations & What to Do In a Crisis Situation](https://savvyadvisormarketing.com/a-u-m-public-relations-what-to-do-in-a-crisis-situation/): 02. 24. 25 - [A.U.M.™ - FINRA/SEC Regulations Being Enforced](https://savvyadvisormarketing.com/a-u-m-finra-sec-regulations-being-enforced/): 02. 10. 25 (this is a reschedule) - [A.U.M.™ - What to Say in Your Automated Follow-up Sequences](https://savvyadvisormarketing.com/a-u-m-what-to-say-in-your-automated-follow-up-sequences/): 02. 03. 25 - [A.U.M.™ - How to Be a Crazy Good Presenter](https://savvyadvisormarketing.com/a-u-m-how-to-be-a-crazy-good-presenter/): 01. 27. 25 - [2024 A.U.M. - Ask Us Marketing™ Top 10 Episodes](https://savvyadvisormarketing.com/2024-a-u-m-ask-us-marketing-top-10-episodes/): 2024 Episode Ranking - [Maximizing Video Impact on Your Website: A How-To Guide](https://savvyadvisormarketing.com/maximizing-video-impact-on-your-website-a-how-to-guide/): Investing in video content? That’s a smart move. Videos are one of the most engaging forms of content, and if... - [A.U.M.™ - Marketing Mistakes Advisors Make (And How to Avoid Them!)](https://savvyadvisormarketing.com/a-u-m-marketing-mistakes-advisors-make-and-how-to-avoid-them/): Monday, December 16, 2024 - [A.U.M.™ - Defining Your Ideal Client](https://savvyadvisormarketing.com/a-u-m-defining-your-ideal-client/): Monday, December 09, 2024 (this is a reschedule) - [How Financial Advisors Can Invest in Marketing: Insights from Michael Kitces](https://savvyadvisormarketing.com/how-financial-advisors-can-invest-in-marketing-insights-from-michael-kitces/): In a recent interview with our founder Kalli Fedusenko, Michael Kitces shared his expertise on how financial advisors can approach... - [A.U.M.™ - Kitces on His 2024 Marketing Research Report](https://savvyadvisormarketing.com/a-u-m-kitces-on-his-2024-marketing-research-report/): November 4, 2024 - [A.U.M.™ - Become a Video #Finfluencer](https://savvyadvisormarketing.com/a-u-m-become-a-video-finfluencer/): November 18, 2024 - [A.U.M.™ - Creating Atomic Content](https://savvyadvisormarketing.com/a-u-m-creating-atomic-content/): November 25, 2024 - [How to Build a Hands-free Referral Program with Email Automations](https://savvyadvisormarketing.com/how-to-build-a-hands-free-referral-program-with-email-automations/): When we talk about referral strategies for financial advisors, most think in terms of face time, relationship-building, and all the... - [From Cold Calling to Content: How Financial Advisors Can Market Smarter in 2025](https://savvyadvisormarketing.com/from-cold-calling-to-content-how-financial-advisors-can-market-smarter-in-2025/): Once upon a time, advisors stood out by cold calling, then through seminars, and later by hosting events. Today, the... - [A.U.M.™ - Repurposing Your Podcast Content](https://savvyadvisormarketing.com/a-u-m-repurposing-your-podcast-content/): In this FPA-sponsored A. U. M. – Ask Us Marketing™ episode, hosted by Kalli Collective, you’ll discover how to maximize... - [How to Leverage Earned Media for More Referrals](https://savvyadvisormarketing.com/how-to-leverage-earned-media-for-more-referrals/): There’s a reason why earned media for financial advisors is like hitting the jackpot. Imagine getting your story, expertise, and... - [A.U.M.™ - 6-Week Blueprint to Writing and Publishing a Book](https://savvyadvisormarketing.com/a-u-m-6-week-blueprint-to-writing-and-publishing-a-book/): Ready to make your expertise work for you? In this FPA-sponsored A. U. M. – Ask Us Marketing™ episode, hosted... - [A.U.M.™ - Event Essentials for Advisors](https://savvyadvisormarketing.com/a-u-m-event-essentials-for-advisors/): Hosting successful events can be a game-changer for financial advisors looking to connect with clients and prospects in a meaningful... - [A.U.M.™ - Testimonial Regulations](https://savvyadvisormarketing.com/a-u-m-testimonial-regulations/): Navigating the complexities of marketing regulations is a critical challenge for financial advisors, especially in light of the SEC’s updated... - [A.U.M.™ - Creating a Marketable Advisor Process](https://savvyadvisormarketing.com/a-u-m-creating-a-marketable-advisor-process/): Standing out as a financial advisor requires more than just offering excellent service—it’s about effectively marketing your unique process. In... - [The 3 Things Your Website Needs if You Want to Convert Referrals](https://savvyadvisormarketing.com/the-3-things-your-website-needs-if-you-want-to-convert-referrals/): Let’s say you have the world’s best clients. . If this is the case, lucky you! But all of those... - [Highlight "That Thing You Do"](https://savvyadvisormarketing.com/highlight-that-thing-you-do/): BY THE NUMBERS A survey of 2,000 advisors revealed that 25-45% spend their time talking to clients about NON-FINANCIAL issues.... - [A.U.M.™ - Identifying and Combating Online Security Threats](https://savvyadvisormarketing.com/a-u-m-identifying-and-combating-online-security-threats/): Noon, Central Monday, 08-26-24 - [A.U.M.™ - Building a Brand Around Personal Passions](https://savvyadvisormarketing.com/a-u-m-building-a-brand-around-personal-passions/): Noon, Central Monday, 08-19-24 - [A.U.M.™ - Establish Credibility with Your Book](https://savvyadvisormarketing.com/a-u-m-establish-influence-through-book-publishing/): Noon, Central Monday, 08-05-24 - [A.U.M.™ - Market Yourself on Prospect Calls](https://savvyadvisormarketing.com/a-u-m-market-yourself-on-prospect-calls/): Noon, Central Monday, 08-12-24 - [How to Win More Referrals Through Social Media](https://savvyadvisormarketing.com/how-to-win-more-referrals-through-social-media/): Are you a wallflower when it comes to referrals? Join the ranks. - [A.U.M.™ - Growing Your AUM via Your Podcast](https://savvyadvisormarketing.com/a-u-m-growing-your-aum-via-your-podcast/): Noon, Central Monday, 7-29-24 - [A.U.M.™ - How to Conquer LinkedIn](https://savvyadvisormarketing.com/a-u-m-how-to-conquer-linkedin/): Noon, Central Monday, 7-22-24 - [A.U.M.™ - Improve Your Sales and Win More Clients](https://savvyadvisormarketing.com/a-u-m-improve-your-sales-and-win-more-clients-2/): Noon, Central Monday, 7-15-24 - [A.U.M.™ - How to Be a Podcast Guest](https://savvyadvisormarketing.com/a-u-m-how-to-be-a-podcast-guest/): Noon, Central Monday, 7-08-24 - [A.U.M.™ - Grow Your Online Reputation With Testimonials](https://savvyadvisormarketing.com/a-u-m-grow-your-online-reputation-with-testimonials/): Noon, Central Monday, 7-01-24 - [How to Blog and Vlog Your Way to More Referrals](https://savvyadvisormarketing.com/how-to-blog-and-vlog-your-way-to-more-referrals/): Hear us out: yes, blogs and videos both take time to create upfront, but the ROI is well worth it... - [A.U.M.™ - Conquering Copywriting](https://savvyadvisormarketing.com/a-u-m-conquering-copywriting/): Noon, Central Monday, 6-24-24 - [A.U.M.™ - Grow with Google Reviews](https://savvyadvisormarketing.com/a-u-m-grow-with-google-reviews/): Noon, Central Monday, 6-17-24 - [A.U.M.™ - Connect on a Deeper Level](https://savvyadvisormarketing.com/a-u-m-connect-on-a-deeper-level-with-behavioral-finance/): Noon, Central Monday, 6-10-24 - [A.U.M.™ - Getting Started Podcast Needs](https://savvyadvisormarketing.com/a-u-m-getting-started-podcast-needs/): June 3, 2024 Noon, Central - [3 Ways to Hook Referrals Through Email Marketing](https://savvyadvisormarketing.com/3-ways-to-hook-referrals-through-email-marketing/): Searching for referrals can be a lot like going fishing. You start out with high hopes and an empty cooler,... - [A.U.M.™ - How to Teach Your Client's Children About Building Wealth](https://savvyadvisormarketing.com/a-u-m-how-to-teach-your-clients-children-about-building-wealth/): May 20, 2024 Noon, Central - [The Yin and Yang of Marketing and Referrals for Advisor Growth Strategies](https://savvyadvisormarketing.com/the-yin-and-yang-of-marketing-and-referrals-for-advisor-growth-strategies/): It’s a vital piece in guiding your clients’ decision-making. You can’t coach someone you don’t understand, and you can’t understand your clients without behavioral finance. - [A.U.M.™ - How to Maximize the Impact of PR (AND Gain More Earned Media)](https://savvyadvisormarketing.com/a-u-m-how-to-maximize-the-impact-of-pr-and-gain-more-earned-media/): May 6, 2024 Noon, Central - [A.U.M.™ - Perfecting Your Video Prospect Pipeline](https://savvyadvisormarketing.com/a-u-m-perfecting-your-video-prospect-pipeline/): May 13, 2024 Noon, Central - [Tax Season: The Best Time of Year for Your Marketing?](https://savvyadvisormarketing.com/tax-season-the-best-time-of-year-for-your-marketing/): It’s a vital piece in guiding your clients’ decision-making. You can’t coach someone you don’t understand, and you can’t understand your clients without behavioral finance. - [A.U.M.™ - How Advisors Can Legally Protect Themselves When Using AI](https://savvyadvisormarketing.com/a-u-m-how-advisors-can-legally-protect-themselves-when-using-ai/): April 29, 2024 Noon, Central - [A.U.M.™ - Implementing Human-First Financial Guidance®](https://savvyadvisormarketing.com/a-u-m-implementing-human-first-financial-guidance/): April 22, 2024 Noon, Central - [A.U.M.™ - Lifestyle Marketing](https://savvyadvisormarketing.com/a-u-m-lifestyle-marketing/): April 15, 2024 Noon, Central - [A.U.M.™ - How Clients Interact With Financial Technology​](https://savvyadvisormarketing.com/a-u-m-how-clients-interact-with-financial-technology/): April 8, 2024 Noon, Central - [7 Ways that Giving Back Can Elevate Your Advisor Practice](https://savvyadvisormarketing.com/7-ways-that-giving-back-can-elevate-your-advisory-practice/): Marketing trends for financial advisors shift quickly. Today maybe it’s reels or podcasts, tomorrow maybe it’s TikTok dances while you... - [A.U.M.™ - Creating a Testimonial Process](https://savvyadvisormarketing.com/a-u-m-creating-a-testimonial-process/): April 1, 2024 Noon, Central - [A.U.M. ™ - Implementing Referral Methods into Your Marketing](https://savvyadvisormarketing.com/a-u-m-implementing-referral-methods-into-your-marketing/): March 25, 2024 Noon, Central - [A.U.M.™ - Improve Your Sales and Win More Clients](https://savvyadvisormarketing.com/a-u-m-improve-your-sales-and-win-more-clients/): Rescheduling - [Navigating the Path to Recognition: A Guide for Financial Advisors on Winning Awards](https://savvyadvisormarketing.com/navigating-the-path-to-recognition-a-guide-for-financial-advisors-on-winning-awards/): In the dynamic world of financial advising, accolades aren’t just badges of approval. As tokens of recognition, they signal your... - [A.U.M.™ - Talk to Clients How They Want with DiSC](https://savvyadvisormarketing.com/a-u-m-talk-to-clients-how-they-want-with-disc/): March 11, 2024 Noon, Central - [A.U.M.™ - How to Build a Business Empire from Your Podcast](https://savvyadvisormarketing.com/a-u-m-how-to-build-a-business-empire-from-your-podcast/): March 4, 2024 Noon, Central - [A.U.M.™ - Podcasting Best Practices](https://savvyadvisormarketing.com/a-u-m-podcasting-best-practices/): February 26, 2024 Noon, Central - [A.U.M.™ - Financial Advisor Marketing Trends](https://savvyadvisormarketing.com/a-u-m-financial-advisor-marketing-trends/): February 12, 2024 Noon, Central - [A.U.M.™ - Marketing Metrics That Matter](https://savvyadvisormarketing.com/a-u-m-marketing-metrics-that-matter/): January 29, 2024 Noon Central --- ## Products - [Kevin Bacon – Resin Magnet](https://savvyadvisormarketing.com/product/kevin-bacon-resin-magnet/): Stick some savvy to your space. This little version of our C. F. P. mascot brings charm to your fridge,... - [Ongoing Scheduler Access – Monthly Subscription](https://savvyadvisormarketing.com/product/ongoing-scheduler-access-monthly-subscription/): Ongoing access to your personalized podcast promotion scheduler on Monday. com. Stay organized, consistent, and strategic, without reinventing the wheel... - [1:1 Coaching Session with Kalli](https://savvyadvisormarketing.com/product/11-coaching-session-with-kalli/): A 60-minute strategy session with built-in prep and follow-up. Get personalized support on your marketing, messaging, or next big move. - [On-Call Marketing Support – 1 Month Extension](https://savvyadvisormarketing.com/product/on-call-marketing-support-1-month-extension/): Need more marketing backup? Extend your on-call access for another month and keep the conversation going. - [Podcast Promotion Course & Coaching](https://savvyadvisormarketing.com/product/podcast-promotion-course-coaching/): Elevate your podcasting game with our Podcast Promotion Coaching package. Get personalized coaching, on-call support, and exclusive tools to streamline... - [PR Promote](https://savvyadvisormarketing.com/product/pr-promote/) - [New Website Development](https://savvyadvisormarketing.com/product/new-website-development/) - [SEO](https://savvyadvisormarketing.com/product/seo/) - [Monthly Email Newsletter](https://savvyadvisormarketing.com/product/monthly-email-newsletter/): Nurture Relationships with a Personalized Monthly Email Newsletter - [Kevin Bacon Jr. – Resin Mascot (Small)](https://savvyadvisormarketing.com/product/kevin-bacon-jr/): A mini version of our iconic mascot. Small in size, big on personality. The perfect desk companion for the savvy... - [Kevin Bacon – Resin Mascot (Large)](https://savvyadvisormarketing.com/product/kevin-bacon-paperweight/): A bold tribute to our C. F. P. (Cute Fun Pig) and the face of the Savvy Advisor™ brand. Hand-poured,... - [Create or Revamp Your Firm's Brand](https://savvyadvisormarketing.com/product/brandbasics/): Ready to launch your firm's brand? --- # # Detailed Content ## Pages - Published: 2026-02-02 - Modified: 2026-02-03 - URL: https://savvyadvisormarketing.com/advisor-marketing-services/done-for-you/consult-coordinate/ Consult & Coordinate Done For You Before you invest in more marketing, let’s make sure it actually makes sense. Our Consult & Coordinate service is a structured audit designed to help you see what’s working, what’s wasting time or money, and what to do next. We’ll review your current marketing, align it with your goals and audience, and deliver a detailed enhancement report with realistic recommendations, implementation options, and costs included. What's Included in consult & coordinate Example report above Vision Cast Call We discuss your goals, ideas you have, things you’re disappointed with, your desired results, your target audience, and what you’ve already tried, and the results you’ve seen. Take Stock We discuss your existing brand, processes in place, and current online presence. Collect Assets We collect existing assets, emails, access to platforms, and documents used. Audit & Evaluate We review all existing assets, previous attempts, and current results for any gaps or opportunities that will achieve your desired goals. Suggest Enhancements We review our findings in a detailed report with solution suggestions, vendor contacts, and pricing. Coordination of Your Selection You can take our report home and implement it yourself, or continue our relationship by using us as the coordinator of your plan. We discuss your goals, ideas you have, things you’re disappointed with, your desired results, your target audience, and what you’ve already tried, and the results you’ve seen. We discuss your existing brand, processes in place, and current online presence. We collect existing assets, emails, access... --- - Published: 2026-01-30 - Modified: 2026-03-18 - URL: https://savvyadvisormarketing.com/a-u-m-guest/ STREAMING LIVE ON • YOUTUBE • FACEBOOK • LINKEDIN A. U. M. - Ask Us Marketing™ → Special Guest ABOUT A. U. M. ™ - LIVE AT LUNCHA. 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. A. U. M. ™ AudienceOur 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. Where to GET A. U. M. ™A. U. M. ™ streams live, which is then recorded by each respective channel:AskUsMarketing. LiveLinkedIn - Kalli’s Profile - Savvy Advisor Marketing Page - FPA Business PageYouTube - Savvy Advisor Marketing ChannelFacebook - Savvy Advisor Marketing Page - FPA Business PageWe also upload the recording to the following podcast platforms: Apple, Spotify, Castbox, Amazon, iHeart, Overcast Psst! Hey, You Rock! 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!... --- - Published: 2025-08-07 - Modified: 2025-08-07 - URL: https://savvyadvisormarketing.com/full-monty-advisor-application/ Full Monty Advisor Application This application helps us make sure we're the right fit to support your growth. We only take on a few Full Monty clients at a time to keep our work fully custom and fully hands-on. Here’s what you get with The Full Monty: Custom strategy, branding, and execution Paid ads, lead magnets, email funnels, and content done-for-you Monthly reporting, ongoing support, and a pig who wears glasses (you’ll see) --- - Published: 2025-08-07 - Modified: 2025-08-07 - URL: https://savvyadvisormarketing.com/full-monty-advisor-application/full-monty-application-received/ You're In Good Hands Thanks for applying to The Full Monty We review each application personally to make sure it’s a strong mutual fit—because this isn’t a template service. It’s a collaborative relationship, built to help you attract better clients and grow with purpose. You’ll hear from us within 2 business days. (And yes, a real human reads every word. Possibly with a pig in glasses looking over their shoulder. )What Happens Next:We review your responsesIf we’re aligned, we’ll invite you to a quick intro callFrom there, we’ll outline next steps—or recommend a better fit if we’re not the one While You Wait: Listen to the latest A. U. M. episode Watch Kevin’s Shorts --- > Get results with our Full Monty marketing plan & money-back guarantee. Consistent brand & message, well-defined audience, dynamic website, and more! - Published: 2025-08-06 - Modified: 2025-08-06 - URL: https://savvyadvisormarketing.com/advisor-marketing-services/done-for-you/full-monty-advisor-growth-plan/ Advisor Growth Plan Done For You Full Monty: the whole thing; everything that is wanted or needed /ˈmän(t)ē/ • noun • INFORMAL•BRITISHNo, we're not talking about that Full Monty. We're talking about the British vocabulary. The slang meaning everything that is wanted or needed. No briefs here, only the full package! (See what we did there? )Designed to provide maximum impact for growth-oriented RIAs and financial advisors, The Full Monty is limited to a handful of advisors who are serious about their growth and marketing. For the Bold Advisor Content, Website, Lead Funnels, Ads Click to see examples Set up Vision Cast Call Brand Guide Social Media Account Optimization Map of Your Client Journey & Touchpoints Active Campaign Account Setup Prospect Discovery Nurture Sequence New Client Onboarding Sequence HeyGen Avatar $5,000 One Time Fee website Custom Design Graphic, Video, & Text Motion Throughout Professionally Written in Your Voice Content Management via WordPress & Elementor Hosting via A2 with Ongoing Security Updates Advanced Tracking & Tagging of Visitors $400 monthly Advertising - Monthly Gain Followers Value Offer Nurture Search Ads $3,000 monthly Lead Gen Quarterly Lead Magnet Advertising (above) $350 monthly Lead Nurture Quarterly Lead Magnet Nurture Sequence Prospect Discovery Nurture Sequence (above) Advertising (above) Monthly Email Newsletter (below) $650 monthly Content - Monthly Content Pitch Weekly Post 1 Blog or Long Video Email Newsletter $1,000 monthly MAINTENANCE Monthly Calls Quarterly Marketing Report Social Media Account Review & Update Annually $500 monthly Bonus Savvy Advisor™ Membership $5,000 Set Up Fee 5900... --- > This "how to podcast" course isn’t about launching a show or how to edit your audio. This is about what to do after you hit "publish." - Published: 2025-08-04 - Modified: 2025-08-05 - URL: https://savvyadvisormarketing.com/podcast-course-purchase-page-aum/ This isn’t about launching a show or how to edit your audio. This is about what to do after you hit "publish." It’s about strategy, promotion, and turning your podcast into real results. Here from the A. U. M. ™ live stream? Get your FREE copy of the checklist from the course Click here How to Podcast: Promoting Your Episodes Less Crickets. More Clicks. NEW! Podcast Promotion CourseYou’ve seen “how to podcast” courses before. This one’s different. This isn’t about launching a show or how to edit your audio. This is about what to do after you hit "publish. " It’s about strategy, promotion, and turning your podcast into real results. Ready to make your message heard? https://youtu. be/AAuMay9lpnc a course built for financial advisors We get financial advisors. We’ve worked with firms of all sizes—from solo RIAs to multi-advisor teams—and we know the marketing challenges you’re up against. You’re not looking to become a full-time content creator. You just want to get your podcast in front of the right people, without it taking over your life. This course was built for financial advisors who: Have a podcast (or plan to launch one) but aren’t seeing real traction Don’t know how to promote or can’t find the time for it Want a system that doesn’t take over their calendar, or better yet, can be delegated Know their content is valuable, but need help getting the right people to tune in If you’re done winging it and want a repeatable, strategic way to promote your show, you’re in the right place. Add to Cart You really understand our business and what our clients want. Here's What You'll Get Checklist Examples Tutorial Videos 1-1 Coaching... --- - Published: 2025-07-25 - Modified: 2025-08-13 - URL: https://savvyadvisormarketing.com/kevin-bacon/ Meet Our Brand Evangelist Kevin Bacon, CFP CUTE. FUN. PIG. Kevin Bacon is Savvy Advisor Marketing’s resident mascot and content connoisseur. A proud CFP (Cute Fun Pig), Kevin has been through it all — generic templates, ghosted email lists, bad lighting, and more social media shame than he cares to admit. He’s living proof that even the most awkward piggy bank can build a bold brand (with the right team). These days, Kevin stars in his own short-form video series where he shares bite-sized marketing lessons, self-deprecating humor, and the occasional tip about funnels, fonts, and not panicking. He’s everything we wish we were: cute, fun, and full of cash. Favorite Tools Email Automation Gittery Purple Glasses Healty Does of Self Awareness Least Favorite Phrases “Build trust with beige. ” “Just post more. ” “Anyone with money is my niche. ” --- > This "how to podcast" course isn’t about launching a show or how to edit your audio. This is about what to do after you hit "publish." - Published: 2025-07-05 - Modified: 2025-08-18 - URL: https://savvyadvisormarketing.com/podcast-course/ This isn’t about launching a show or how to edit your audio. This is about what to do after you hit "publish." It’s about strategy, promotion, and turning your podcast into real results. How to Podcast: Promoting Your Episodes Less Crickets. More Clicks. NEW! Podcast Promotion CourseYou’ve seen “how to podcast” courses before. This one’s different. This isn’t about launching a show or how to edit your audio. This is about what to do after you hit "publish. " It’s about strategy, promotion, and turning your podcast into real results. Ready to make your message heard? https://youtu. be/AAuMay9lpnc a course built for financial advisors We get financial advisors. We’ve worked with firms of all sizes—from solo RIAs to multi-advisor teams—and we know the marketing challenges you’re up against. You’re not looking to become a full-time content creator. You just want to get your podcast in front of the right people, without it taking over your life. This course was built for financial advisors who: Have a podcast (or plan to launch one) but aren’t seeing real traction Don’t know how to promote or can’t find the time for it Want a system that doesn’t take over their calendar, or better yet, can be delegated Know their content is valuable, but need help getting the right people to tune in If you’re done winging it and want a repeatable, strategic way to promote your show, you’re in the right place. Add to Cart You really understand our business and what our clients want. Here's What You'll Get Checklist Examples Tutorial Videos 1-1 Coaching On-Call Help Automated Scheduler 4P's of Podcasting Checklist You’ll get our “4P’s of Podcasting” Checklist—designed specifically for financial advisors. It’s a... --- - Published: 2025-07-04 - Modified: 2025-08-23 - URL: https://savvyadvisormarketing.com/podcast-tools-we-use/ Podcast Tools VIDEO CLIPS & LIVE STREAMINGRestream – for recording, livestreaming, and auto-generating video clips EMAIL TEMPLATES THAT WORK WITH OUTLOOKStripo – for building polished email templates FREE PODCAST HOSTPodcasters. Spotify – use as your podcast hosting platform (publishes to all the main podcast platforms) PROFESSIONAL DESIGN & VIDEO STUDIOAdobe Creative Cloud - for designing thumbnails, graphics, episode artwork, editing videos, and even engineering sound FREE DESIGN STUDIOCanva – for designing thumbnails, graphics, and episode artwork --- - Published: 2025-07-02 - Modified: 2025-07-07 - URL: https://savvyadvisormarketing.com/unsubscribe/ We're sorry to see you go You’ve been removed from this email list—but no hard feelings. We believe in marketing that respects your inbox and your boundaries. If this wasn’t what you meant to do, you can always rejoin us here. And if you ever want to talk marketing, strategy, or whether pineapple belongs on pizza (it does), you know where to find us. Already unsubscribed and still getting emails? We have a few different email lists, and you might be on one related to a different email. Email us directly, and we'll remove you from all lists. Email Lists: Periodic NewslettersA. U. M. - Ask Us Marketing™ Live Stream Alerts (every Monday)Savvy Advisor Member Notifications --- - Published: 2025-06-19 - Modified: 2025-07-02 - URL: https://savvyadvisormarketing.com/podcast-strategic-partners/ Podcast Partners We don’t do everything. But we know the people who do. Over the years, we’ve worked with incredible podcast professionals—from audio engineers to editors to video producers to full-service podcast managers. The list below includes partners we trust, recommend, and have seen deliver real results for financial advisors. Whether you’re launching a podcast or ready to outsource your post-production, these folks can help you show up like a pro (without adding to your already-full plate). Trusted Podcast Partners for AdVisors SimplePod StudiosWhat they do best: Everything you need to launch your podcast. Website: https://www. simplepodstudios. com/Services: Launch package, editing packages, and management packagesA. U. M. ™ episodes:https://youtube. com/watch? v=oHnjCSqXBKA? feature=sharehttps://youtube. com/watch? v=E2Xy3YZsatc? feature=share --- - Published: 2025-05-28 - Modified: 2025-06-06 - URL: https://savvyadvisormarketing.com/jolt-relationship-nurturing-from-campaigns-to-clients/ Relationship Nurturing: From Campaigns to Clients SPEAKERSTom Fields, FynancialKalli Fedusenko, Kalli CollectiveLeighton Langan, NitrogenJack Martin, EAG Kalli FedusenkoFounder & Director Email Me Call or Text 931-774-0090 Schedule a Time to Talk PSST! Looking to make your Nashville stay extra-memorable? Text me! As a Nashville-Local I can give you all the best recommendations. Leighton LanganContent Director What Are the Fastest-Growing Firms Doing Differently in 2025? Organic content is now beating referrals for lead generation, and the data proves it. Scan the QR code to get Nitrogen's 2025 Firm Growth Survey to see what top advisors are doing this year. Tom FieldsFounder/CEO Jack MartinCo-Founder Want a copy of today’s slides? Text “Growth” to 33777 Questions? jlmartin@eliteadvisorgroup. com --- - Published: 2025-05-27 - Modified: 2025-05-27 - URL: https://savvyadvisormarketing.com/hannah-russell/ Meet Our Wordsmith Hannah Russell WORDSMITH, SOURDOUGH ENTHUSIAST With a background in small business development and operations from the ground up, Hannah brings her expertise with client perception and relations to crafting a voice for your business. Her wordsmithing endeavors include authoring a book, tutoring continuing education ESL students, and designing and writing an internship curriculum for a social enterprise. As a wordsmith, Hannah uses the details & goals of your plan to write content designed to achieve your objectives. Hannah works behind the scenes most times, but you may meet her on your calls or hear from her with a content request or question. --- - Published: 2025-05-27 - Modified: 2025-05-27 - URL: https://savvyadvisormarketing.com/ashley-garland/ Meet Our Designer Ashley Garland Creator, Crystal QUEEN With a degree in graphic design, Ashley has a knack for bringing stories to life. This Valencia College graduate spent the last year working in the non-profit sector and has a huge heart for using her artistic powers for good. As a creator, Ashley uses the details & goals of your plan to create content designed to achieve your objectives. Ashley works behind the scenes most times, but you may meet her on your calls or hear from her with a content request or question. https://www. youtube. com/watch? v=I7YVLrB1xJM --- - Published: 2025-05-27 - Modified: 2025-05-27 - URL: https://savvyadvisormarketing.com/kyle-beyke/ Meet Our Developer Kyle Beyke Developer, Just Kyle A self-described lifelong learner, Kyle started in computers at age 7. His extensive experience building systems and websites, along with his qualifications and formal training in C++, Java, A+, and more, make him the perfect match for your site development needs. When he isn’t behind a screen, you can find him fishing, hunting, camping, or pursuing his secondary passion as a chef. As Kalli Collective’s resident IT wizard, Kyle works behind the scenes to build the backbone of your website and optimize SEO based on your brand, services, and objectives. Think of him as the fairy godfather of site development. He’s setting up Google analytics for optimum monitoring and improving your site traffic and navigation. --- - Published: 2025-05-27 - Modified: 2025-05-27 - URL: https://savvyadvisormarketing.com/michael-foran/ Meet Our QC Michael Foran Quality Check, Machine Maestro Michael possesses a robust technical mindset and excels in creative environments. Holding a Bachelor’s degree in Multimedia/Web Design, he is proficient in all applications within the Adobe Creative Suite. Additionally, he excels in Quality Control across all digital spaces. In his spare time, Michael enjoys creating AI music videos for all his musician friends. He has a strong passion for technology, ai, ar/vr, web, music, art, media, television, and film, and is driven by a desire to learn, inform, educate, and entertain. Michael is the go-to expert for all things digital quality at Kalli Collective. With a sharp technical mindset, he ensures that every project meets the highest standards across all digital spaces. Michael is proficient in the full Adobe Creative Suite, bringing a keen eye for detail and creativity to everything he touches. --- - Published: 2025-05-27 - Modified: 2025-05-27 - URL: https://savvyadvisormarketing.com/chatgpt/ Meet Our Assistant Chat GPT AI Assistant, Chatty Meet Chatty, the AI assistant who brings a blend of tech-savvy skills and a friendly touch to the team. Chatty is designed to assist with a wide range of tasks, from crafting content and solving problems to generating creative ideas. Always eager to dive into data, answer questions, and help the team shine, Chatty adapts to any challenge with a positive approach. As a digital team member, Chatty is constantly learning and evolving, making everyday tasks easier and more efficient. Passionate about exploring new technologies, Chatty is all about supporting the team and adding a little extra efficiency and enjoyment to every day! They're also a bit of an artist. They made this headshot of themself. ChatGPT is our go-to AI assistant, blending cutting-edge technology with a friendly, approachable demeanor. Designed to assist with everything from brainstorming creative ideas to solving complex problems, ChatGPT is always ready to support us with insightful responses and helpful guidance. Whether we need a quick answer or a deep dive into a topic, ChatGPT adapts to our needs, providing a personalized experience that feels more like chatting with a knowledgeable colleague than interacting with software. With an ever-evolving knowledge base, ChatGPT is here to make our tasks easier, our strategies smarter, and our day a little brighter. --- - Published: 2024-10-17 - Modified: 2025-05-22 - URL: https://savvyadvisormarketing.com/seminar-in-a-box/ Seminar-in-a-Box An Advisor Event They’ll Actually Show Up For Done-for-You. No Guesswork. Just Show Up. This turnkey seminar package is designed for wholesalers and vendors who want to offer high-impact value without adding to their workload. Seminar in a Box is a ready-to-go event that equips advisors with proven marketing strategies to grow their business—and makes you look like the hero for bringing it to them. Whether you’re planning a lunch-and-learn, a small group session, or a larger event, we’ve got everything covered. Let's Talk What’s Included A live marketing talk delivered by Kalli (Not canned. Not boring. ) Invitation templates with editable branding Venue options with pricing and booking contacts Follow-up emails to extend the value Custom handouts and event materials Seamless coordination with your team Why it works Advisors want content that’s tactical, not theoretical. They want real marketing help—without a pitch. That’s exactly what this session delivers. And you? You just pick the place and invite your audience. We’ll take care of the rest. Who Seminar-in-a-Box is for Wholesalers looking for a high-value event idea Vendors and partners who want to stay top-of-mind Anyone hosting advisor-focused events in need of a turnkey solution What Advisors Walk Away With Clear, personalized marketing ideas they can actually useNew ways to attract right-fit clientsConfidence to build visibility without “selling themselves”And yes... handouts they'll actually keep What kind of speaker you'll get Kalli captivates audiences with her engaging talks . Known for her practical insights and relatable style, Kalli’s expertise helps... --- - Published: 2024-10-08 - Modified: 2024-10-08 - URL: https://savvyadvisormarketing.com/full-monty-daring-examples/ Daring Examples All Email Newsletters Social Content Blog Articles Videos Websites Metrics Content Pitch Videos & Websites 7 Videos Video Editing Video Editing - Process and Examples 4:09 Before/After: Polishing Up Your Video 1:27 Websites Lighthouse Wealth Group Website Walkthrough 1:42 Planning 4 Pilots Website Walkthrough 0:49 Axberg Wealth Management Website Walkthrough 1:38 Williams Financial Services Website Walkthrough 1:37 Medicare by Wanda Website Walkthrough 1:36 --- - Published: 2024-09-13 - Modified: 2024-09-13 - URL: https://savvyadvisormarketing.com/savvy-advisor-free-member-downloadables/savvy-advisor-client-journey-worksheet/ Client JourneyDownload --- - Published: 2024-09-13 - Modified: 2024-09-13 - URL: https://savvyadvisormarketing.com/bob-veres-insider-forum/ Get Kalli's tips from the Marketing Panel at Bob Veres' Insider's Forum Get the insights that can help financial advisors connect more meaningfully with their target audiences. Tue Sep 17, 2024 • 11:00 AM - 12:15 PM • Aspen Ballroom Session Description:Join this session for the best marketing ideas and insights from the leading professional marketing consultants and service providers in the advice community. What did Kalli Say? Take home kalli's key insights Insights summary 1. Every successful marketing strategy must combine the following: Know your audience Know your goal Know the conversions your audience must take to achieve your goal Sign up as a Savvy Advisor and download a copy of our book "The Financial Advisor's Digital Marketing Manual" to learn more. 2. Client JourneyThe Client Journey is what we call the steps it takes for someone to go from "stranger" to "advocate". Download the worksheet we use with our clients to write out your own client journey. 3. Advertising Think beyond demographics and really target your ideal client... what do they like? what are they interested in? do they share careers or employers? are most of them parents? Read our book about building a marketing campaign, and download our cheat sheet on how much you should spend. 4. Narrowing the SearchFocusing your outreach on a targeted audience rather than broad reach is more effective because it leads to meaningful engagement and conversions. Vanity metrics like follower counts don’t always reflect true business impact; reaching the right people, even if fewer, drives real results and stronger connections. Downloadables Sign up (for free) on our website and get access to all of our downloadables. SAVVY ADVISOR™ FREE... --- - Published: 2024-08-27 - Modified: 2025-08-19 - URL: https://savvyadvisormarketing.com/consulting/birch-run-keap-consulting/ Start Here https://youtu. be/OqXA3DPBI4khttps://youtu. be/MUWBfBI7Lj0 Have a Question? Leave a Review --- - Published: 2024-08-26 - Modified: 2025-07-04 - URL: https://savvyadvisormarketing.com/savvy-advisor-premium/premium-podcast-promotion-coaching/ Start Here DOWNLOAD THE PDFS 4 Ps Podcast Checklist Examples from Videos https://youtu. be/zxF4bwchNZYhttps://youtu. be/tjM0g0u0U2Uhttps://youtu. be/I93LXdkearEhttps://youtu. be/TCGhhygztNYhttps://youtu. be/WY_4yjgaAmM Schedule Coaching Call https://youtu. be/MulkgTFqh1E Sign Into Your Podcast Scheduler Finished the Course? More Podcast Resources at Your Fingertips Trusted Podcast ProducersMeet the people we trust to produce a well-oiled podcast machine. Additional CoachingWant more 1-1 Coaching with Kalli? Extended Scheduler AccessLoving our automated scheduler? Extend your access and maintain your consistency. Tools We UseSee the tools we use in the course and on a day-to-day basis. A. U. M. ™ EpisodesHave a question about equipment, tools, or guests? We've probably answered it on one of our A. U. M. ™ podcast episodes. Videos & BlogsSee all our podcast related videos and blogs. --- - Published: 2024-08-01 - Modified: 2024-08-15 - URL: https://savvyadvisormarketing.com/conference-savvy-signup/ Sign up for savvy advisor™ --- - Published: 2024-07-23 - Modified: 2024-10-15 - URL: https://savvyadvisormarketing.com/advisor-marketing-services/done-for-you/lead-nurture-sequence/ Lead Nurture Sequence Done For You Get Leads to "Know, Like, Trust" You You're paying to receive leads from Smart Asset, Dave Ramsey Smartvestor, WEALTHAWK, or another lead generation program, but what the heck are you supposed to do once you get them? How do you stand out among the list of other advisors your lead receives? How do you start the conversation? Our Lead Nurture Sequence service is the cure to the "I'm paying for a lead generation service or software, but don't know what to do with my leads" problem. With our lead nurture service, we setup everything you need to nurture and convert your leads and we manage the delivery. All that's left for you to do is take the meeting. What's Included with Our nurture sequence Five Automated Emails Social Media Connection & Message Phone Script Suggestions Landing Page on Your Site Quarterly Reports What To Expect - The Kalli Collective LEAD nurture processDuring your 60 day setup, we'll create a brand guide, email sequence, connection message, phone script suggestions and landing page. After setup is complete, we'll move into monthly management. Every month we'll track and update your emails based on activity, and connect with your leads on social on your behalf. CLIENT REQUIREMENTSExisting subscription to a lead generation service, program, or softwareCalendly accountActive Campaign account or another email software capable of automating emails $2,500 Set Up Fee 500 Monthly Management Fee Month-to-Month Subscription Schedule a Discovery Call --- - Published: 2024-04-19 - Modified: 2024-10-15 - URL: https://savvyadvisormarketing.com/advisor-marketing-services/done-for-you/pr-promote/ Enhance Your PR Impact Done For You Maximize Advisor Media Appearances with pr promote New Kid On The BlockOur PR Promote Package is perfect for financial advisors and RIAs considering investing and those getting started with public relations and media outreach. PR Promote is designed to enhance your planned media appearances, so you can fuel your ROI. The Comeback KidBreathe new life into old media appearances with PR Promote. Don't let your investment in public relations get left by the wayside. Accelerate your influence and credibility by promoting your old PR and media appearances. What's Included with PR Promote 3 Social Media Posts Email Announcement Email Signature Add-On Graphics for Website Brand Guide (Part of Set Up) Email Template (Part of Set Up) Why You Want to Promote PR with Kalli Collective Why You want to Promote Your PR Establish Credibility Enhance Influence Maximize Impact Grow ROI Increase SEO Why You Want Kalli Collective To promote your PR Proven Track Record Compliance-Friendly Process A Team That Understands You and Your Clients Personal Service $1,000 1x Set Up Fee 1500 Per Media Appearance Promoted Schedule a Discovery Call Schedule Call I don't need a call; I'm Ready! Add to Cart Not ready to move forward yet? Keep in touch with our weekly newsletter --- - Published: 2024-04-09 - Modified: 2024-07-03 - URL: https://savvyadvisormarketing.com/get-the-book/ Get Our Digital Marketing Manual - for free Sign up as a Savvy Advisor™ to download our book and get access to loads of free resources Hover to See the Contents SAVVY ADVISOR™ FREE MEMBERSHIP - REGISTRATION --- > Done-for-you marketing for financial advisors. Custom strategy, content, and execution. Built to grow your firm without adding to your workload. - Published: 2024-02-28 - Modified: 2025-07-23 - URL: https://savvyadvisormarketing.com/advisor-marketing-services/done-for-you/ Done-for-you marketing for financial advisors. Custom strategy, content, and execution — built to grow your firm without adding to your workload. Savvy Advisor Marketing Done-For-You Done-For-You Marketing: Built for Elite Advisors You didn’t become a financial advisor to write email campaigns, manage content calendars, or chase social algorithms. You're leading your firm, meeting with clients, and driving real growth, and your marketing should match that level of focus and professionalism. In-House = Time, Training, and TurnoverBut hiring in-house? That’s a time suck. It means interviews, training, benefits, oversight — and no guarantee they’ll actually deliver. What you really need is a partner who already knows the advisor space, comes with a team of specialists, and shows up with strategy and execution. That’s what we do. External Consultant = Ideas without executionMost consultants give you a plan and walk away, leaving you with yet another to-do list. Templates, advice, and vague recommendations don’t move the needle if you’re still stuck executing them alone. Savvy Advisor Marketing = High-Touch. High-Impact. Zero Micromanaging. Our done-for-you advisor marketing service is a high-touch, fully managed solution. It’s designed for firms who are ready to grow intentionally, not experiment endlessly. We only take on a limited number of clients at this level, and only by application. If there’s a strong fit, we’ll build a marketing engine around your voice, values, and vision, and run it for you. Consult & CoordinateGet an honest evaluation of your current plan. Plus the services and costs to implement improvements. Content PlanWe check the boxes for everything needed to create a successful content plan with our full monty packages. Brand SetupSet your... --- > Done-with-you marketing services designed for financial advisors and internal marketing associates ready to grow AUM with confidence. - Published: 2024-02-28 - Modified: 2025-07-23 - URL: https://savvyadvisormarketing.com/advisor-marketing-services/done-with-you/ Savvy Advisor Marketing Done-With-You Marketing courses, coaching, and support for financial advisors (and their team) Not ready to outsource your marketing just yet? You’re in the right place. Our done-with-you services are designed for financial advisors and internal marketing associates who either don’t know where to start or need help getting to their next milestone. Whether you’re starting from scratch or ready to level up, our education and tools help you market smarter, stay consistent, and grow your AUM with confidence. From free resources to hands-on workshops, you’ll find what you need to move forward without doing it all alone. https://youtu. be/vBlMKqB_X3Y FREE Savvy Advisor MembershipOur free membership gets you access to our how-to guide book and downloadable templates. CoursesOur premium courses are designed and developed to guide you step-by-step. DIY was never so easy! Coaching & SupportWish you had an expert "on-call" and access to professional tools? With our coaching and support you do! Workshops & Keynotes by KalliA decade of marketing the financial industry gives Kalli the ability to unlock new opportunities for your audience. Looking for someone to do your marketing for you instead? Check out our "Done-For-You" services here. Not Sure Where to Start? Let’s Talk It Through. Whether you're DIY-ing or delegating, we'll help you figure out the best next step for your marketing. Book a free call. Schedule a Free Call --- - Published: 2024-02-28 - Modified: 2025-08-18 - URL: https://savvyadvisormarketing.com/advisor-marketing-services/done-for-you/email/ Email Newsletter Done For You Nurture Relationships with a Personalized Monthly Email Newsletter Email remains one of the most effective marketing channels when executed correctly. It takes consistency, relevancy, and engaging visuals. For advisors, RIAs, or anyone else entrusted with managing someone's life savings, effective emails also require personal updates. Who is the human behind the numbers? For many financial advisors, a comprehensive content plan isn't something they are willing to invest in just yet. That's why we've created a low-cost, high-impact email service. You may not generate massive brand awareness with a monthly email, but you will see an increase in engagement from your clients and COIs. We've never encountered a client who hasn't experienced this. If you're looking to dip your toes in "Done For You" marketing, this is the plan for you! What's Included with a Monthly Email Professionally Written Flawlessly Designed Header & Footer An Intro Paragraph A Main Topic Highlighted Two Smaller Supplemental Topics What To Expect - The Kalli Collective Email process We'll create a brand guide and email template during your first month. Every month following, you'll receive an email with a link to a form to pick your topics and upload your personal photos. Why You Want kalli collective To Create Your Monthly Email Why You want To Send a monthly email newsletter Showcase Your Expertise Connect with Your Audience on an Emotional Level Maintain Consistent Communication Look Professional Why You Want Kalli Collective To create your emails Proven Track Record Compliance-Friendly... --- - Published: 2024-02-08 - Modified: 2024-08-26 - URL: https://savvyadvisormarketing.com/savvy-advisor-premium/premium-brand-basics/ Brand Basics Start Here Download PDF https://youtu. be/CNZU92Iuxmshttps://youtu. be/XHPbVhllVKchttps://youtu. be/a4Fs2ady6JIhttps://youtu. be/qwPQlR-shRAhttps://youtu. be/tWqdH6tixj8 Schedule Call --- - Published: 2024-02-08 - Modified: 2024-02-08 - URL: https://savvyadvisormarketing.com/savvy-advisor-premium/refund_returns/ This is a sample page. Overview Our refund and returns policy lasts 30 days. If 30 days have passed since your purchase, we can’t offer you a full refund or exchange. To be eligible for a return, your item must be unused and in the same condition that you received it. It must also be in the original packaging. Several types of goods are exempt from being returned. Perishable goods such as food, flowers, newspapers or magazines cannot be returned. We also do not accept products that are intimate or sanitary goods, hazardous materials, or flammable liquids or gases. Additional non-returnable items: Gift cards Downloadable software products Some health and personal care items To complete your return, we require a receipt or proof of purchase. Please do not send your purchase back to the manufacturer. There are certain situations where only partial refunds are granted: Book with obvious signs of use CD, DVD, VHS tape, software, video game, cassette tape, or vinyl record that has been opened. Any item not in its original condition, is damaged or missing parts for reasons not due to our error. Any item that is returned more than 30 days after delivery Refunds Once your return is received and inspected, we will send you an email to notify you that we have received your returned item. We will also notify you of the approval or rejection of your refund. If you are approved, then your refund will be processed, and a credit will automatically be... --- - Published: 2024-02-08 - Modified: 2024-02-08 - URL: https://savvyadvisormarketing.com/savvy-advisor-premium/cart/ Remove item Thumbnail image Product Price Quantity Subtotal × Kevin Bacon Paperweight $5. 00 Kevin Bacon Paperweight quantity $15. 00 Update Cart Cart Totals Subtotal $15. 00 Tax $0. 00 Total $15. 00 Proceed to Checkout --- - Published: 2024-02-08 - Modified: 2024-02-08 - URL: https://savvyadvisormarketing.com/savvy-advisor-premium/checkout/ Contact informationEmail Address * Billing Details First Name *Last Name *Company Name (optional)Country / Region *Select a country / region... 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You may be charged more than the... --- - Published: 2024-02-05 - Modified: 2024-04-29 - URL: https://savvyadvisormarketing.com/job-opportunities/ Job Opportunities We partner with contractors regularly to provide our clients with a superior product that can only be delivered by partnering with experts like you. Rates are based on projects, and not by hour. After a trial period, we bring contractors on under a retainer for each client account. Take a look at the different contracts available and reach out if you're interested. Financial Content - Copywriter Financial Content - Designer Financial Content - All-in-One Creator Account Manager Virtual Assistant Intern --- - Published: 2024-02-05 - Modified: 2024-02-07 - URL: https://savvyadvisormarketing.com/job-opportunities/financial-content-designer/ Financial Content - Designer ROLE MISSIONDeliver completed designs and graphics that accomplish the client’s goals. EXPECTED OUTCOMESThis position must deliver these outcomes:Capture attention and engage audienceDesigns need to captivate the target audience's attention and pull them into the content to read more. Delight clientCorrect usage of spelling & grammarDesign within brand guidelines & to client specificationsCapture the client’s voice and opinionsComplete assignments by due dateComplete revisions within 1-2 days of receiptTake advantage of each platform’s capabilitiesDesigns need to be optimized for each platformEmploy any new trends that will achieve the client’s goalsResearch proper sizes, required file types, and any other platform-specific detailsCOMPETENCIESWhat’s needed to deliver the above outcomes:Financial Industry knowledgeFundamental investment concepts, practices, and procedures used in the securities industryApply financial industry-specific style issues relating to content and recognize industry-specific compliance issuesAdvanced command of grammar and attention to detailSelf-directed fact-checkingTime management sufficient to handle multiple tasks, prioritize workload, and meet deadlinesRecognize opportunities and learn the ongoing capabilities of a variety of channels and mediumsAssist others in making decisions related to the refinement/improvement of copy and messagingAdvanced knowledge of Monday. comTo Be ConsideredPlease email samples of your work to Kalli @ kallicollective. com --- - Published: 2024-02-05 - Modified: 2024-02-05 - URL: https://savvyadvisormarketing.com/job-opportunities/financial-content-copywriter/ Financial Content - Copywriter ROLE MISSIONDeliver completed writing assignments that achieve client’s goals. EXPECTED OUTCOMESThis position must deliver these outcomes:Persuade and engage audienceWriting needs to be persuasive & engagingDelight clientCorrect usage of grammarWrite within brand guidelinesCapture the client’s voice and opinionsComplete assignments by due dateComplete revisions within 1-2 days of receiptTake advantage of each platform’s capabilitiesWriting needs to be optimized for each platformEmploy any new trends that will achieve the client’s goalsResearch proper usage of hashtags and other platform-specific detailsCOMPETENCIESWhat’s needed to deliver the above outcomes:Financial Industry knowledgeFundamental investment concepts, practices, and procedures used in the securities industryApply financial industry-specific style issues relating to content and recognize industry-specific compliance issuesAdvanced command of grammar and attention to detailSelf-directed fact-checkingTime management sufficient to handle multiple tasks, prioritize workload, and meet deadlinesRecognize opportunities and learn the ongoing capabilities of a variety of channels and mediumsAssist others in making decisions related to the refinement/improvement of copy and messagingAdvanced knowledge of Monday. comTo Be ConsideredPlease email samples of your work to Kalli @ kallicollective. com --- - Published: 2024-02-05 - Modified: 2024-02-07 - URL: https://savvyadvisormarketing.com/job-opportunities/financial-content-all-in-one-creator/ Financial Content - All-in-one Creator ROLE MISSIONDeliver completed projects with design and writing that accomplish the client’s goals. EXPECTED OUTCOMESThis position must deliver these outcomes: Capture attention and engage audienceDesigns need to be attention-grabbing & engagingWriting needs to be persuasive & engaging Delight clientCorrect usage of spelling & grammarDesign & write within brand guidelines & to client specificationsCapture the client’s voice and opinionsComplete assignments by due dateComplete revisions within 1-2 days of receipt Take advantage of each platform’s capabilitiesDesigns & writing need to be optimized for each platformEmploy any new trends that will achieve the client’s goalsResearch proper sizes, required file types, proper usage of hashtags and other platform-specific detailsCOMPETENCIESWhat’s needed to deliver the above outcomes: Financial Industry knowledgeFundamental investment concepts, practices, and procedures used in the securities industryApply financial industry-specific style issues relating to content and recognize industry-specific compliance issuesAdvanced command of grammar and attention to detailSelf-directed fact-checkingTime management sufficient to handle multiple tasks, prioritize workload, and meet deadlinesRecognize opportunities and learn the ongoing capabilities of a variety of channels and mediumsAssist others in making decisions related to the refinement/improvement of copy and messagingAdvanced knowledge of Monday. com To Be ConsideredPlease email samples of your work to Kalli @ kallicollective. com --- - Published: 2024-02-05 - Modified: 2024-02-05 - URL: https://savvyadvisormarketing.com/job-opportunities/financial-marketing-project-manager/ Financial Content - Project Manager ROLE MISSIONDeliver a client experience that creates client advocates who rave about us. EXPECTED OUTCOMESThis position must deliver these outcomes:Set client expectationsArticulate clearly what we will be delivering and how that will help accomplish their goalsLead client calls - Deliver pitch, push for feedback, give guidanceSet/update their goals every quarterWork with the client to achieve their “win”Prepare content & project pitches that will build relationships with the client’s target audiencesLead client calls - Deliver pitch, push for feedback, give guidanceBe the bridge between what the client wants and what we deliverExceed client expectationsSolidify how we are delivering results with metricsKeep client content calendars organized and assignedAssign work as soon as possible to provide a lengthy turnaround timeKeep our team informed and on timeReview our work for accuracy, excellence, and client preferences before delivery to the clientAnswer questions and solve problemsRespond to client issues the same day - next day at the latestFollowthrough on communicationKnow the “temperature” of each clientHow does the client feel about us? Are they satisfied? Discontent? Clients upgrade and/or refer to usCOMPETENCIESWhat’s needed to deliver the above outcomes:Detail-oriented and extremely organizedFinancial Industry knowledgeFundamental investment concepts, practices, and procedures used in the securities industryApply financial industry-specific style issues relating to content and recognize industry-specific compliance issuesAdvanced command of grammar and attention to detail to edit & proofSelf-directed fact-checkingTime management sufficient to handle multiple tasks, prioritize workload, and meet deadlinesRecognize opportunities and learn the ongoing capabilities of a variety of channels and mediumsAssist others... --- - Published: 2024-02-02 - Modified: 2024-02-02 - URL: https://savvyadvisormarketing.com/aum-alerts/ Don't Miss Out Ask Us Marketing is held every Monday at Noon Central. Get notified when we are going live, so you can ask your burning questions. --- - Published: 2023-12-22 - Modified: 2024-05-14 - URL: https://savvyadvisormarketing.com/savvy-advisor-free-member-downloadables/savvy-advisor-free-branding-checklist/ Branding ChecklistDownload --- - Published: 2023-12-22 - Modified: 2024-05-14 - URL: https://savvyadvisormarketing.com/savvy-advisor-free-member-downloadables/savvy-advisor-free-content-checklist-when-an-employee-leaves/ Content Checklist - When an Employee LeavesDownload --- - Published: 2023-12-22 - Modified: 2024-05-14 - URL: https://savvyadvisormarketing.com/savvy-advisor-free-member-downloadables/savvy-advisor-free-checklist-to-more-email-opens/ Checklist to More Email OpensDownload --- - Published: 2023-12-22 - Modified: 2024-05-14 - URL: https://savvyadvisormarketing.com/savvy-advisor-free-member-downloadables/savvy-advisor-free-viral-quick-guide/ Viral Quick GuideDownload --- - Published: 2023-12-22 - Modified: 2024-05-14 - URL: https://savvyadvisormarketing.com/savvy-advisor-free-member-downloadables/savvy-advisor-free-ad-spend-guide/ Ad Spend GuideDownload --- - Published: 2023-12-22 - Modified: 2024-05-14 - URL: https://savvyadvisormarketing.com/savvy-advisor-free-member-downloadables/savvy-advisor-free-social-media-benchmarks/ Social-Media-Benchmarks-Kalli-Collective-2023Download --- - Published: 2023-12-22 - Modified: 2024-05-14 - URL: https://savvyadvisormarketing.com/savvy-advisor-free-member-downloadables/savvy-advisor-free-testimonial-checklist/ Testimonial ChecklistDownload --- - Published: 2023-12-22 - Modified: 2024-05-14 - URL: https://savvyadvisormarketing.com/savvy-advisor-free-member-downloadables/savvy-advisor-free-youtube-thumbnail-template/ Kalli Collective YT Thumbnail Template 2022Download --- - Published: 2023-12-22 - Modified: 2024-05-14 - URL: https://savvyadvisormarketing.com/savvy-advisor-free-member-downloadables/savvy-advisor-free-newsworthiness-guide/ NewsworthinessDownload --- - Published: 2023-12-22 - Modified: 2024-05-14 - URL: https://savvyadvisormarketing.com/savvy-advisor-free-member-downloadables/savvy-advisor-free-website-budget-cheat-sheet/ Website Budgeting 2021Download --- - Published: 2023-12-22 - Modified: 2024-05-14 - URL: https://savvyadvisormarketing.com/savvy-advisor-free-member-downloadables/savvy-advisor-free-video-equipment-list/ Budget-Friendly Video-Equipment-ListDownload --- - Published: 2023-12-22 - Modified: 2024-05-14 - URL: https://savvyadvisormarketing.com/savvy-advisor-free-member-downloadables/savvy-advisor-free-content-creation-guide/ Content for Month - Simplified - 2021Download --- - Published: 2023-12-22 - Modified: 2024-07-03 - URL: https://savvyadvisormarketing.com/savvy-advisor-free-member-downloadables/savvy-advisor-free-digital-marketing-manual/ Advisor-Digital-Marketing-Manual-2024Download --- - Published: 2023-12-19 - Modified: 2024-05-14 - URL: https://savvyadvisormarketing.com/savvy-advisor-free-resources/ Savvy Advisor™ Free Resources --- - Published: 2023-12-19 - Modified: 2023-12-21 - URL: https://savvyadvisormarketing.com/go-savvy-premium/ Savvy Advisor™ Premium Membership We are currently building out our premium membership. Stay tuned! --- - Published: 2023-12-19 - Modified: 2024-05-14 - URL: https://savvyadvisormarketing.com/savvy-advisor-free-resources/strategy/ Savvy Advisor Free Resources to Strategize Your Marketing --- - Published: 2023-12-19 - Modified: 2024-05-14 - URL: https://savvyadvisormarketing.com/savvy-advisor-free-resources/content/ Savvy Advisor Free Resources to Build Your Content --- - Published: 2023-12-19 - Modified: 2024-05-14 - URL: https://savvyadvisormarketing.com/savvy-advisor-free-resources/website/ Savvy Advisor Free Resources to Develop Your Site --- - Published: 2023-12-19 - Modified: 2024-05-14 - URL: https://savvyadvisormarketing.com/savvy-advisor-free-resources/email/ Savvy Advisor Free Resources to Make Engaging Emails --- - Published: 2023-12-19 - Modified: 2024-05-14 - URL: https://savvyadvisormarketing.com/savvy-advisor-free-resources/video/ Savvy Advisor Free Resources to Incorporate Videos --- - Published: 2023-12-19 - Modified: 2024-05-14 - URL: https://savvyadvisormarketing.com/savvy-advisor-free-resources/press/ Savvy Advisor Free Resources to Get Press --- - Published: 2023-12-19 - Modified: 2024-05-14 - URL: https://savvyadvisormarketing.com/savvy-advisor-free-resources/social-media/ Savvy Advisor Free Resources to Host Master Social Media --- - Published: 2023-12-18 - Modified: 2024-04-09 - URL: https://savvyadvisormarketing.com/no-access/ The content you're trying to reach is restricted to savvy advisors. No Access? No problem. Sign up lickety-split. It's free! You'll get access to loads of free resources. Already a Savvy Advisor™? Sign in here. SAVVY ADVISOR™ FREE MEMBERSHIP - REGISTRATION --- - Published: 2023-12-18 - Modified: 2024-05-14 - URL: https://savvyadvisormarketing.com/excerpt-upsell-page/ This content is restricted to savvy advisors™ Become a Savvy Advisor™ Already Savvy? Log in here. --- - Published: 2023-12-17 - Modified: 2023-12-21 - URL: https://savvyadvisormarketing.com/grant-access-to-accounts/ How to Grant Kalli Collective Access to Your Accounts FACEBOOK Make sure to send us your page name and URL, and we will request access. Please do not add Kalli’s personal profile as an administrator. https://youtu. be/Xz1NuyeBLbALINKEDIN Add Kalli Fedusenko as an “admin. ” https://youtu. be/y0NH-vmMsnEGOOGLE ANALYTICS Please add “info@kallicollective. com” as an administrator. https://youtu. be/ji2wYKj8S68YOUTUBE Please add “info@kallicollective. com” as a content administrator. https://youtu. be/QlhF7slwbFA --- - Published: 2023-12-16 - Modified: 2025-08-24 - URL: https://savvyadvisormarketing.com/savvy-advisor-welcome/ Welcome to Savvy Advisor™ https://youtu. be/Sjs5m2uBXMIWe’re excited to have you here. Your Savvy Advisor profile is your personalized hub for all things marketing—crafted specifically for financial advisors like you. Get Started:Go to Your Profile: Access your personalized information and discover your marketing savvy score. Update Your Password: For your security, make sure to set a new password. Explore Your Profile: Familiarize yourself with the navigation and the features available to you. Dig into Your Resources: Browse through a curated library of articles, guides, and downloads tailored to help you strategize, engage, and grow your firm. Dive in, explore, and let’s make marketing magic happen. If you have any questions or need support, don’t hesitate to reach out—we’re here to support your journey every step of the way. Go To Your Profile https://youtu. be/Sjs5m2uBXMIWe’re excited to have you here. Your Savvy Advisor profile is your personalized hub for all things marketing—crafted specifically for financial advisors like you. Get Started:Update Your Password: For your security, make sure to set a new password. Explore Your Profile: Familiarize yourself with the navigation and the features available to you. Dig into Your Resources: Browse through a curated library tailored to help you strategize, engage, and grow your firm. Dive in, explore, and let’s make marketing magic happen. If you have any questions or need support, don’t hesitate to reach out—we’re here to support your journey every step of the way. Go To Your Profile Step 1: Give Us the Lay of The Land Kalli Collective... --- > Kalli Collective specializes in providing marketing and branding services to financial planning professionals across the U.S. We understand the importance of gaining and keeping clients and can help you plan, strategize, and implement a marketing plan tailored to your business goals. - Published: 2023-09-14 - Modified: 2023-10-03 - URL: https://savvyadvisormarketing.com/bento/ We drive traffic through content Bento captures leads We engage leads with content https://youtu. be/6gD_R_n4nxA We specialize in marketing for the financial industry We specialize in marketing for the financial industry We know what it's like to be a financial advisor We've spent years working with financial advisors. And guess what? You're not a robot. Your marketing shouldn't be one, either. Financial planning is about more than numbers. Good financial planning is built around relationships. You know your clients need more than just an increase in assets. They need someone to guide them, especially with emotional decisions. That type of relationship takes more than clever click funnels or showcasing how smart with numbers you are. It takes emotional connection and trust. That's not something a robot can do. Your emotional intelligence sets you apart from a robo-advisor, and your marketing should showcase this. Our marketing services aren't designed to be a lead machine. They're designed to build intentional relationships with your target audience through trust, expertise, and emotional connection. We adjust your plan based on the data Every quarter we examine the efficacy of our work by taking a deep dive into your metrics. Are we reaching your target audience? Are they engaging with your content? Are your clients bringing up your content in meetings? We take a hard look at the available data to ensure we are connecting with your target audience, building trust, and forging relationships. We offer three different ways to work with us STARTING LINE TO... --- > Get results with our onboarding success for financial advisors. We evaluate, set & refresh style, set up accounts, deliver & review, and more. - Published: 2023-08-29 - Modified: 2024-04-19 - URL: https://savvyadvisormarketing.com/website-production-process/ Website Production Total Time to Completion 4 - 6 months 100% MAP Discuss your needs & wants Create list of current keywords and proposed keywords for SEO Create a brand guide Create a sitemap Time to Completion 4-6 weeks STAGE Install password protected website on our subdomain Create placeholder pages from approved sitemap Create menu & navigation from sitemap Time to Completion 1 week SET Set global parameters Create header, footer, and navigation Create page templates Time to Completion 2 weeks build Write text for each page Add images Add widgets & special features Time to Completion 4 weeks *4 weeks per 20 pages Seo Review & refine text and meta data for SEO improvements Time to Completion 1 - 2 weeks Review Our Review Your Review Compliance Review Time to Completion 2 - 4 weeks go live Point your domain to our server or provide the files for you to upload to your server (server = host) Update URL to your domain Verify site is working as planned Time to Completion 1 day Updates & Revisions ongoing seo --- - Published: 2023-08-22 - Modified: 2026-02-24 - URL: https://savvyadvisormarketing.com/kalli-connect/ If you want a digital marketing firm that understands where you’re coming from and what you need, you’ve come to the right place. Kalli has over ten years of experience in the financial planning industry, and her credentials include former Digital Marketing coach for the FPA as well as previously being licensed with the series 7 and 63. Nice to meet you Schedule a call Email Kalli Connect with Kalli Hire Kalli to Speak Kalli Fedusenko FOUNDER // KEYNOTE SPEAKER // GARDEN NERD If you want a digital marketing firm that understands where you’re coming from and what you need, you’ve come to the right place. Kalli has over ten years of experience in the financial planning industry, and her credentials include former Digital Marketing coach for the FPA as well as previously being licensed with the series 7 and 63. As someone who has been profoundly impacted by the positive power of the financial planning industry, she’s passionate about the difference you make from the client’s perspective. Together, her arsenal of experience adds up to a digital marketing professional who gets you AND your clients. Her knack for creativity and experience-driven strategy complete the one-two punch of seasoned insider and qualified professional, driving your digital marketing strategy out of mediocrity and toward meaningful, authentic client relationships. In short, she’s the perfect guide to give your brand a voice that your audience can connect with. https://youtu. be/mtl9ROnh7aM A Little History on Kalli Florida Girl Turned Tennessee Darlin' Born and raised 20 minutes from Clearwater Beach, Kalli grew up with the sand between her toes and the sun in her hair. Even though she was just around the corner from Raymond James headquarters, it wasn't until she got a job for an independent Raymond James firm that she was introduced to a whole new world of stocks and bonds... --- - Published: 2023-08-17 - Modified: 2025-08-21 - URL: https://savvyadvisormarketing.com/fincon-2023/ FinCon 2023 Sheraton New Orleans October 18-21, 2023 ? ? ? with Kalli Fedusenko From Instagram stories to LinkedIn articles, learn how to leverage digital marketing channels to effectively connect with potential clients and promote referrals from existing clients. Wednesday, September 27, 2023 3:30 PM - 4:30 PM, MST Phoenix Convention Center: North 127 Bookmark the Session 1-1 at the conference Have a burning question about your marketing plan? Meet with Kalli 1-1 for 20 minutes at the conference. Schedule an in-person chat STAY IN THE KNOW take marketing off your plate Focus on your clients and we'll focus on your marketing. Learn more about your options with working with us. Learn More Call GO TO OUR MAIN WEBSITE --- - Published: 2023-08-03 - Modified: 2025-08-18 - URL: https://savvyadvisormarketing.com/fall-promotion-2023/ Hey Advisor, We're offering 50% off onboarding & setup to the first four advisors who sign up for one of our Full Monty services during the months of September and October. That's sign-up only in September/October. You don't have to start services until you're ready. Here's whyhttps://youtu. be/q067hj63mZs Don't let a down market keep your marketing down Promotion ends in Days Hours Minutes Seconds Uh-oh. You missed out. This promotion has ended. Schedule Your Discovery Call Not ready to move forward, but know someone who might be? Click here to let them know about our promotion! LEARN MORE ABOUT Copyright @ Kalli CollectiveSee our Privacy Policy FYI, we use cookies to optimize your experience with our brand online. --- - Published: 2023-06-26 - Modified: 2025-08-21 - URL: https://savvyadvisormarketing.com/fpa-2023/ FPA Annual Conference 2023 PHOENIX CONVENTION CENTER SEPTEMBER 27-29, 2023 EFFECTIVE DIGITAL MARKETING STRATEGIES with Kalli Fedusenko From Instagram stories to LinkedIn articles, learn how to leverage digital marketing channels to effectively connect with potential clients and promote referrals from existing clients. Wednesday, September 27, 2023 3:30 PM - 4:30 PM, MST Phoenix Convention Center: North 127 Bookmark the Session 1-1 at the conference Have a burning question about your marketing plan? Meet with Kalli 1-1 for 20 minutes at the conference. Schedule an in-person chat STAY IN THE KNOW take marketing off your plate Focus on your clients and we'll focus on your marketing. Learn more about your options with working with us. Learn More Call GO TO OUR MAIN WEBSITE --- > Live at Lunch every first Monday of the month at noon central. Ready to spice up your lunch hour? Ask Us Marketing is a live event crafted to satisfy your business growth cravings. We're taking the mystery out of savvy marketing with featured guests from various professional marketing niches. - Published: 2023-06-07 - Modified: 2025-06-19 - URL: https://savvyadvisormarketing.com/ask-us-marketing/ Watch a Clip: Play Play Play Play Play Play Play Play Play Play Play We Stream Live-at-Lunch Every monday at noon central Get Notified When We Go LIVE Ready to spice up your lunch hour? Ask Us Marketing™ is a live event crafted to satisfy your business growth cravings. We’re taking the mystery out of savvy marketing with featured guests from various professional marketing niches. Tune in live at lunch, or pair the replay with your midnight snack. You’ve got questions. We’ve got answers. Can't watch? Listen instead. Apple Spotify Castbox Amazon iHeart Overcast Past & Upcoming Live Streams Browse by Category AI Ask Us Marketing - Live at Lunch Content Email Event Podcast Press Republished Article Savvy Advisor Marketing Updates Savvy Advisor Member - Free Social Media Strategy Video Webinar Website All --- - Published: 2023-03-21 - Modified: 2025-06-18 - URL: https://savvyadvisormarketing.com/kalli-speaks/ Engage Educate with Kalli Fedusenko Entertain Engage Educate Entertain with Kalli Fedusenko https://youtu. be/AthEmx5j1a0 Kalli fedusenko, digital marketing expert & Professional speaker Equipping The Financial Industry with Marketing Tools ISO of a speaker for your business development conference or seminar? Kalli has answers to your marketing questions and the financial industry experience to back them up. She shoots straight, doesn’t beat around the bush, and won’t make you feel self-conscious about what you don’t know or silly for asking questions. The financial industry can often seem heady and complex, but not in her capable hands. You can count on a no-frills, casually informative experience that clearly outlines the whys and hows of the digital marketing process in an approachable and professional manner. As a woman entrepreneur and business owner, she knows what it takes to succeed and loves equipping others on their own journeys to success. Leveraging her extensive experience in the financial sector to revolutionize digital marketing for advisors, Kalli captivates audiences with her engaging talks . Known for her practical insights and relatable style, Kalli’s expertise helps financial advisors build genuine connections and grow their businesses. Whether speaking, writing, or consulting, Kalli’s mission is to simplify marketing and inspire action. If you are looking for someone to offer the marketing "easy button" to your attendees Kalli is the answer for your next event. Her approach not only enlightens but also empowers financial professionals to reach their full potential. Schedule a Discovery Call Bill Cates, CSP, CPAEPresident, Referral Coach... --- - Published: 2023-03-20 - Modified: 2024-11-12 - URL: https://savvyadvisormarketing.com/newsletter/ Don't Miss Out Get tips, tricks, and trade secrets delivered to your inbox. --- - Published: 2022-11-09 - Modified: 2025-06-03 - URL: https://savvyadvisormarketing.com/get-social/ Let's Get Social! Linkedin Youtube Twitter Facebook Instagram stay in the know - Add us on any of the above platforms --- - Published: 2022-08-16 - Modified: 2026-02-02 - URL: https://savvyadvisormarketing.com/advisor-marketing-services/done-for-you/website/ Website Development Done For You IS YOUR WEBSITE ENGAGING YOUR VISITORS AND CAPTURING LEADS? We know what it takes to make marketing in the financial industry a smashing success - YOU! Your company isn’t bland or generic, so why should your site fall flat? As the home base for your social media strategy, your web page needs to keep up with your vision. So, if you’re ready for a website that can finally go the distance, this is for you. Our full-site services capture your brand and voice uniquely and compellingly, as well as ensure everything you have to offer gets to your target audience with a cherry on top. With easy DIY site customizability, your digital presence can finally sing just as well as your investment strategies. New Website Development Existing Website Maintenance Standalone SEO New Website for RIAs and Financial Planners What's Included with OUR New Site Development Level Up Session Brand Guide Custom Design Graphic & Text Motion Throughout Professionally Written in Your Voice Development up to 10 webpages Transfer up to 15 existing blog articles Content Management via Wordpress & Elementor Site Optimization for User Experience Secure Socket Layer (SSL) Optional Hosting via A2 with Ongoing Security Updates Optional Domain Purchase What To Expect - The Savvy Advisor Web Development process Click to See Our 7 Step Website Production Process Why You Want A Savvy WEBSITE Why You want a new website Increase Referrals Capture Leads Connect with Clients and Prospects Build Brand Awareness Expand Your... --- - Published: 2022-03-02 - Modified: 2024-10-08 - URL: https://savvyadvisormarketing.com/full-monty-lite-examples/ Lite Examples All Email Newsletters Social Content Blog Articles Videos Metrics Content Pitch Videos 2 Videos Video Editing - Process and Examples 4:09 Before/After: Polishing Up Your Video 1:27 --- - Published: 2022-03-01 - Modified: 2024-10-08 - URL: https://savvyadvisormarketing.com/full-monty-bold-examples/ Bold Examples All Email Newsletters Social Content Blog Articles Videos Websites Metrics Content Pitch Videos & Websites 7 Videos Video Editing Video Editing - Process and Examples 4:09 Before/After: Polishing Up Your Video 1:27 Websites Lighthouse Wealth Group Website Walkthrough 1:42 Planning 4 Pilots Website Walkthrough 0:49 Axberg Wealth Management Website Walkthrough 1:38 Williams Financial Services Website Walkthrough 1:37 Medicare by Wanda Website Walkthrough 1:36 --- - Published: 2022-02-04 - Modified: 2024-04-23 - URL: https://savvyadvisormarketing.com/fm-process/ The Lite Process √ content done for you HOVER OVER EACH NUMBER TO learn more about each step. Every month we'll get on a call with you or a representative from your firm to pitch content based on your audience, expertise, and goals for two months out (in March we discuss May, etc). We take the next few weeks to create your content. Content goes through two rounds of review with our team. As each piece of content is approved internally, it is sent to your team through our project management portal. However, all content is delivered to you by the week prior to the beginning of the month (All May content is sent the last week of April). You can review content through out the month as it is sent to you or you can wait until the last week. After you receive a notification, we set up your content to be reviewed by a member of your staff for brand. Then to someone from compliance. After your team and your compliance department have approved content, we publish your content on your behalf when the publish date arrives. We create and manage ads from your approved content throughout the month. Every quarter we pull in depth analytics on the performance of you accounts, content, and website to determine any adjustments that need to be made. We implement said adjustments over the next quarter. We start the process over every month for the remainder of your contract. --- - Published: 2021-12-30 - Modified: 2021-12-31 - URL: https://savvyadvisormarketing.com/guarantee/ What "we guarantee it" Really means Why a guaranteeWe're erasing that fine line between confidence and delusion. How many times have you rolled your eyes at the word "guaranteed"? A hundred? A thousand? Yea, us too. Beyond just "promising" results we want to offer you something if we don't follow through. Incentive for you to take us at our word and incentive for us to hold true to our word. What we are guaranteeingWe only guarantee the plans we created that are designed to deliver specific, measurable results. We choose to guarantee these plans because if they aren't delivering results then we shouldn't be offering them. We don't guarantee our onboarding & setup process, video production, or a la carte services. These services don't promise a specific, measurable result. Each guaranteed plan is listed below. What happens if we don't follow throughMost people have the best intentions when they say "I promise," but what happens when they don't actually do what they promised? In our relationships, we offer you something each time we don't deliver on our promises. See what each service guarantees below. Post & Promote Guarantee: An increase in your average cumulative views per video on your first performance report when comparing views before working with us. Or What: We charge the rates we do because of our expertise and ability to deliver results. If your views don't increase then you have the option to break our contract with no penalty and receive a reimbursement for 60% of... --- > Get results with our Full Monty marketing plan & money-back guarantee. Consistent brand & message, well-defined audience, dynamic website, and more! - Published: 2021-12-19 - Modified: 2026-03-08 - URL: https://savvyadvisormarketing.com/advisor-marketing-services/done-for-you/plan/ This is a full-scale advisor growth engine built from the ground up to drive leads, nurture relationships, and convert the right prospects into right-fit clients. The Full Monty includes everything you need to run a high-performing marketing funnel: ➡️ A strategy rooted in your niche and ideal client journey ➡️ A conversion-optimized website that speaks your clients' language ➡️ Custom content created in your voice ➡️ Paid ads that attract, educate, and convert ➡️ Lead magnets and email sequences that run while you sleep Advisor Marketing Growth Plan Done For You Full Monty: the whole thing; everything that is wanted or needed/ˈmän(t)ē/ • noun • INFORMAL•BRITISHNo, we're not talking about that Full Monty. We're talking about the British vocabulary. The slang meaning everything that is wanted or needed. No briefs here, only the full package! (See what we did there? )Designed to provide maximum impact for growth-oriented RIAs and financial advisors, The Full Monty is limited to a handful of advisors who are serious about their growth and marketing. Everything you need to attract, nurture, and convert your dream clients—strategized, created, and managed for you. All you have to do is show up and say yes. https://youtu. be/a72f2L3X6wk For Advisors Ready to Grow Content, Website, Lead Funnels, Ads Here's what's included... Set up Vision Cast Call Brand Guide Social Media Account Optimization Map of Your Client Journey & Touchpoints Active Campaign Account Setup Prospect Discovery Nurture Sequence New Client Onboarding Sequence $5,000 One Time Fee website Custom Design Graphic, Video, & Text Motion Throughout Professionally Written in Your Voice Content Management via WordPress & Elementor Hosting via A2 with Ongoing Security Updates Advanced Tracking & Tagging of Visitors $400 monthly Advertising - Monthly Ad Type 1: Gain Followers Ad Type 2: Value Offer Ad Type 3: Nurture Ad Type 4: Search Ads Ad Strategy, Creative & Optimization $3,000 monthly ($2,000 in ad dollars) Lead Gen (getting people in the door) Quarterly Lead Magnet Advertising (above) $350 monthly Lead Nurture (turning those leads into loyal... --- > Get results with our onboarding success for financial advisors. We evaluate, set & refresh style, set up accounts, deliver & review, and more. - Published: 2021-12-18 - Modified: 2026-02-03 - URL: https://savvyadvisormarketing.com/advisor-marketing-services/done-for-you/setup/ Brand Setup Done For You Brand Setup Is Perfect for New RIAs and those looking for a revamp Golden arches. Bright orange bucket. Purple and orange text on a white box truck. Polar bears drinking from a glass bottle... I bet you thought of a company brand with each of those descriptions. That is the power of branding. The most important ingredients to unleashing this superpower are visibility and consistency, which is exactly what advisors get when they set their brand up with Kalli Collective. With our financial advisor brand setup service, our clients walk away with optimized accounts designed to engage their prospects, a suite of assets and collateral to represent their brand, and the power to keep their internal team and external vendors consistent in their brand execution. Ready to give your brand a voice? What's Included with brand setup - what you walk away with Brand Guide Social Media Optimization Email Template Client Documents SEO & AEO Keywords Key Topics for Content Brand Hashtags Create a recognizable brand with consistent execution. You’ll take home a brand guide to keep your team and external vendors on track. All The Meakem Group Balanced Wealth Group Lighthouse Wealth Group Millstone Evans Brand consistency doesn’t mean much without visibility. We create or update social media accounts from head to toe. We make sure they’re optimized for organic reach. We create email templates that can be uploaded and used with any email marketing platform – even outlook! You just update the text... --- - Published: 2021-11-16 - Modified: 2021-12-20 - URL: https://savvyadvisormarketing.com/crazy-good/ INCREASE YOUR VIDEO VIEWS WITH Polish, Publish & Promote as discussed on The Crazy Good Talks® podcast Get the DIY guide Have us do it for you Learn more about Kalli & her team Email us at info@kallicollective. com Schedule a time to talk Call us at 931-774-0090 --- > Meet the team at our financial advisor-focused marketing agency. Helping financial advisors reach their marketing goals with our expertise. - Published: 2021-08-06 - Modified: 2025-08-18 - URL: https://savvyadvisormarketing.com/about-savvy-advisor-marketing-firm/your-marketing-team/ Meet the Savvy Advisor Marketing Team A collection of experts in your pocket Kevin Bacon, C. F. P. Cute Fun Pig // Savvy Brand Evangelist Kalli Fedusenko FOUNDER // SPEAKER, GARDEN NERD HANNAH RUSSELL WORDSMITH,SOURDOUGH ENTHUSIAST Ashley Garland Creator, Crystal QUEEN Kyle Beyke Developer, Just Kyle Michael Foran Quality Check, Machine Maestro Chatgpt AI Assistant, Chatty RESOURCES FOR HUMANS Clementine Chief canine officer See Clementine's Office Lego Barketing Strategist Marley Quality Pawfficer BOGEY zoom mic tester Bubbs Chief Stealth Officer --- > Real, raw and unscripted testimonials from satisfied clients. See the real-time reactions to our work and read quotes directly from our clients' responses. - Published: 2021-08-06 - Modified: 2025-06-24 - URL: https://savvyadvisormarketing.com/about-savvy-advisor-marketing-firm/testimonials/ Testimonials What Our Clients Are Saying We’re not in the business of empty metrics and vague promises. We’re in the business of relationships—real ones, with real results. That’s why we don’t need to do all the talking. Our clients say it best. From advisors launching their first marketing campaign to firms scaling their growth with clarity and confidence, here’s what it sounds like when strategy, creativity, and follow-through actually work. Ross Marino, CFP®, CEFT®Founder, Dovetail Financial Laura MirkovićMarketing, Commander, Inspire Network Traci RichmondFinancial Advisor, The Meakem Group Myles ZuegerFinancial Advisor, Adams Wealth Partners Daniel Peterman, CFP®Wealth Advisor, Lighthouse Wealth Group Tommy Doerfler, CFP®Wealth Advisor, Lighthouse Wealth Group Kevin WilliamsOwner & Financial Advisor, Williams Financial Services Gerry ScottFinancial Advisor, Snowbirds Day Tracker L. J. Eiben, CFP®, CIM®Financial Advisor , Corssing Borders Wealth Management Tommy Doerfler, CFP®Wealth Advisor, Lighthouse Wealth Group I just wanted to make sure that you both know that I appreciate all of your time & energy on Quest’s social media. Kalli – Thanks for all of your patience with Quest when we first started working together! You were great. Hopefully, I will get the opportunity to recommend Kalli Collective at some point to show my appreciation. BIG thanks! Rachel HodgesOperations Manager, Quest Capital Management AND- We just had lunch with our estate planning group we use, and they said the LOVE following our social media, since it is so well done... so THANK YOU! ! Dorothi BrownRegistered Operations Associate, RJFS, Lighthouse Wealth Group I forgot to mention how... --- - Published: 2021-04-24 - Modified: 2025-05-21 - URL: https://savvyadvisormarketing.com/savvy-advisor-user-page/ Your Savvy Advisor™ Profile Free Savvy Advisor MemberPremium Savvy Advisor MemberName: Email: Firm: Marketing Savvy Score: Service Type: Shared Folder: Content Review Board: Welcome, . Ready to get Savvy? Let's go! Access YOUR PURCHASED COURSES Podcast Promotion Coaching Brand Basics Pending Orders > Explore items Available for Purchase Templates Savvy Swag (3) Marketing Support (3) Done For You Services (4) Browse All Products Instead > Dig In with Savvy Advisor Free Resources - by topic The Advisor Digital Marketing Manual Resources to Strategize Your Marketing Resources to Build Your Content Resources to Develop Your Website Resources to Make Engaging Emails Resources to Incorporate Videos Resources to Get Press Resources to Master Social Media STAY SAVVY WITH EMAIL NOTIFICATIONS Marketing Updates Way to stay in the know! You are subscribed to the Tips, Tricks, and Trade Secrets email! We don't recommend it, but if you wish to unsubscribe, You are not subscribed to Tips, Tricks, and Trade Secrets. Stop missing out. aum alerts Way to stay in the know! You are subscribed to the AUM Alerts! We don't recommend it, but if you wish to unsubscribe, You are not subscribed to our AUM Alerts. Stop missing out. --- - Published: 2021-04-12 - Modified: 2025-08-15 - URL: https://savvyadvisormarketing.com/schedule-your-kick-off-call/ Schedule Your Kick-Off CallYou sent your submission, now let's get the party started! --- > Marketing tips, tools, and strategy built for financial advisors. Grow your advisory business and finally feel understood with Savvy Advisor Marketing. - Published: 2020-09-19 - Modified: 2026-02-24 - URL: https://savvyadvisormarketing.com/ Get savvy, grow your business, and finally feel understood. Marketing tips, tools, and strategy built just for financial advisors. Thumbs-up Envelope Phone-alt Schedule a Call Building relationships first. Growing numbers second. You may recognize the Savvy Advisor Team from Financial marketing should connect, not just convert Savvy, humanized financial marketing that builds trust and AUM Financial planning goes beyond numbers. It’s about relationships. You know your clients need more than just an increase in assets. They need a trusted advisor to guide them through emotional decisions. Building these types of relationships requires emotional connection and trust. That's why we've ditched the one-size-fits-all, cookie-cutter approach of the large marketing firms and instead help you build authentic marketing that actually reflects who you are while converting prospects into clients and clients into advocates. Our digital marketing services are designed to help financial advisors build intentional relationships with qualified leads and referral sources by establishing trust, showcasing your expertise, and fostering emotional connections. We ensure you’re the first financial planner prospects think of when they need financial advice and guidance. Digital Marketing for Advisors fueled by Industry Experience Tired of meeting with marketing agencies who just don't get you, what you do, or the compliance restraints you're bound to? Our agency is rooted in real-life experience within the financial industry. Before founding Kalli Collective's Savvy Advisor Marketing, Kalli worked at Raymond James independent financial firms, where she did everything from opening accounts and attending client meetings to developing and executing marketing strategies for one of Raymond James' top-producing, largest independent firms. This hands-on experience in financial services fuels her ability to lead... --- - Published: 2020-05-12 - Modified: 2021-09-16 - URL: https://savvyadvisormarketing.com/savvy-advisor-feedback/ Page not found - Savvy Advisor Marketing by Kalli Collective Skip to content Thumbs-up Envelope Phone-alt $0.00 0 Cart Schedule a Call Services Marketing Done-WITH-You Savvy Advisor™ Free Membership Courses Coaching & Support Workshops & Keynotes by Kalli Marketing Done-FOR-You Consult & Coordinate Brand Setup Website Development Marketing Growth Plan Savvy Swag About About Us The Team Testimonials Vlog Ask-Us-Marketing Savvy Advisor™ Login Services Marketing Done-WITH-You Savvy Advisor™ Free Membership Courses Coaching & Support Workshops & Keynotes by Kalli Marketing Done-FOR-You Consult & Coordinate Brand Setup Website Development Marketing Growth Plan Savvy Swag About About Us The Team Testimonials Vlog Ask-Us-Marketing Savvy Advisor™ Login Services Marketing Done-WITH-You Savvy Advisor™ Free Membership Courses Coaching & Support Workshops & Keynotes by Kalli Marketing Done-FOR-You Consult & Coordinate Brand Setup Website Development Marketing Growth Plan Savvy Swag About About Us The Team Testimonials Vlog Ask-Us-Marketing Savvy Advisor™ Login The page can’t be found. It looks like nothing was found at this location. Call or Text 931-774-0090 Schedule a Time to Talk Email us at: hello@savvyadvisormarketing.com We're LIVE! A.U.M. — Ask Us Marketing™ every Monday A.U.M.™ is a livestream that airs every Monday at noon Central for financial advisors who want to market smarter, not harder. Each episode is packed with real strategies, expert guests, and advice you can use right away.Come with questions. Leave with a plan. NEW! Premium Course Released Smart advisors know podcasting is one of the best ways take your firm from service provider to trusted ally. Savvy advisors know it’s not... --- - Published: 2020-05-01 - Modified: 2025-06-17 - URL: https://savvyadvisormarketing.com/password-reset/ Can't Remember YOUR PASSWORD? Receive Your Current Password via Email Or You Can Reset Your Password UPDATE YOUR PASSWORD --- > Our Privacy Policy protects your personal data. Learn about the data we collect, who we share it with, and your rights to access and delete it. - Published: 2020-03-10 - Modified: 2025-08-23 - URL: https://savvyadvisormarketing.com/privacy-policy/ The Savvy Advisor Marketing Privacy Policy Who we are We are a digital marketing creative agency dedicated to connecting financial advisors with those who need their services. Our website address is: https://savvyadvisormarketing. com. What personal data we collect and why we collect it Media If you upload images to the website, you should avoid uploading images with embedded location data (EXIF GPS) included. Visitors to the website can download and extract any location data from images on the website. Forms When you submit a form, we collect and store the data submitted on the form. The data collected is stored in your WordPress user account if you signed up for a membership, in Calendly if you scheduled a call with us, or in Active Campaign if you signed up for a newsletter. Cookies If you visit our login page, we will set a temporary cookie to determine if your browser accepts cookies. This cookie contains no personal data and is discarded when you close your browser. When you log in, we will also set up several cookies to save your login information and your screen display choices. Login cookies last for two days, and screen options cookies last for a year. If you select "Remember Me", your login will persist for two weeks. If you log out of your account, the login cookies will be removed. The data we store is associated with a WordPress user account and stored in the standard `*_usermeta` table. Easiest way for users to view... --- > Custom advisor marketing services designed to help financial planners grow AUM, attract ideal clients, and build trust through strategic content. - Published: 2019-12-24 - Modified: 2025-08-12 - URL: https://savvyadvisormarketing.com/advisor-marketing-services/ Explore our advisor marketing services built for independent financial planners. Whether you want hands-on support or full-scale strategy, we’ve got you. Marketing Services for Savvy Advisors https://youtu. be/R_HORh36d2MStrategic support built for independent advisors whether you want expert guidance or a fully outsourced solution. Marketing Done-For-You You’re too busy growing your business to write blog posts, plan campaigns, or manage a content calendar. Our done-for-you advisor marketing services take it off your plate, completely. This is a high-touch, fully managed solution for elite financial planners who want a custom strategy, polished execution, and consistent brand presence. We only work with a limited number of firms at this level — and only by application. If you’re ready for a true marketing partner, this is where to start. Done-FOR-You Options Consult & Coordinate Brand Set Up Website Marketing Growth Plan Marketing Done-With-You You’re not ready to hand off all your marketing, but you are ready for support. Our done-with-you advisor marketing services are built for financial planners who want expert guidance, a clear content strategy, and practical tools that help you show up consistently. Whether you’re leading a team or managing it all yourself, we’ll help you create better content, engage your audience, and grow your AUM without hiring a full-time marketing manager. It’s the bridge between DIY and done-for-you, with the strategy and support to move your marketing forward. Done-With-You Options Savvy Advisor™ Free Membership Courses Coaching & Support Workshops & Keynote Presentations Done-FOR-You Options Consult & Coordinate Brand Set Up Website Marketing Growth Plan Done-WITH-You Options Savvy Advisor™ Free Membership Courses Coaching & Support Workshops & Keynote Presentations Not Sure Which Service... --- > Exclusive resources for savvy financial advisors. Join our free 'Savvy Advisor' membership for easy-to-use marketing plan tools and member-only access. - Published: 2019-12-24 - Modified: 2025-07-15 - URL: https://savvyadvisormarketing.com/get-savvy/ Get Savvy About Your Marketing Join the 100+ Advisors Who are Savvy about Marketing Marketing doesn’t have to be overwhelming, expensive, or a second full-time job. If you’re an independent financial advisor (or the person tasked with marketing one), this free membership gives you the tools, clarity, and support to make progress. Inside the Savvy Advisor™ Membership, you’ll get access to: Templates & Guides Advisor-specific marketing books and guides Our private resource hub — always growing Invites to exclusive livestreams, promotions, and events Whether you're DIY-ing or just getting started, this is your easy button. It’s totally free, and always built with financial advisors in mind. REGISTER AS A SAVVY ADVISOR™ INSIDE SAVVY ADVISOR™ YOU'LL FIND https://savvyadvisormarketing. com/wp-content/uploads/2025/07/Inside-SA. mp4Once you’re in, you’ll land on your personalized dashboard — complete with a welcome video and your own member profile. From there, you can: Check your marketing score Access free tools and resources built just for advisors Explore courses to help you market smarter (and faster) We’re always adding new content, so whether you log in once a week or once a month — there’s always something worth checking out. --- > Get a professional website and exceptional video services from our experienced team. Contact us today for all your web development needs. - Published: 2019-07-10 - Modified: 2025-06-18 - URL: https://savvyadvisormarketing.com/call/ Let's Chat! Human-to-human Are We a Marketing Match? 30 minutes Zoom Video Call A successful marketing partnership takes synergy, respect, and a shared vision. This call is the first step in determining if you're a good match for us. We'll cover: what's not working with your current marketing your marketing vision, goals, and expectations for the future of your firm how you like to work with others how we can help and a few tips along the wayReady? Let's go! --- > Access exclusive resources as a Savvy Advisor. Login to your account and gain access to marketing plan tools, resources, and member-only documents. - Published: 2019-05-04 - Modified: 2025-06-16 - URL: https://savvyadvisormarketing.com/savvyadvisor-login/ Savvy Advisor LoginForgot your password? Reset It Here. Hey, Savvy Advisor! You Are Already Logged In. You can visit your profile here. --- - Published: 2018-11-17 - Modified: 2025-08-21 - URL: https://savvyadvisormarketing.com/fpa/ Digital Marketing Partner FPA vetted & approved Meet Kalli Collective is a digital marketing agency exclusively serving those in the financial industry. Our leaders have more than a decade of experience and are well versed with both the process and nuances of financial planning and maintaining compliance approved content. Think of us as an extension of your team. With the perfect balance of creativity and strategic thinking, we can lift your firm to the next level. However, we are not for the faint of heart. You can't grow without stepping outside your comfort zone. It takes courage and readiness to work with us, but you'll find the reward is well worth the risk. Claim your FPA discount Use FPA2021 at checkout Get your digital score How do you stack up against the competition? Schedule your free consultation 15 minutes one-on-one Get access to all of our resources & stay in the know. Sign up as a Savvy Advisor ⟶ Want to outsource your marketing? Click here to see all the ways you can off-load your marketing to Kalli Collective: À LA CARTE SERVICES Rather DIY, but with some professional guidance? Learn more about our CMO On-Call Service: CMO ON-CALL --- > Learn what drives Savvy Advisor Marketing: an advisor marketing firm helping financial advisors grow AUM, attract clients, and build lasting trust. - Published: 2017-09-09 - Modified: 2025-07-08 - URL: https://savvyadvisormarketing.com/about-savvy-advisor-marketing-firm/ Discover Savvy Advisor Marketing — a firm built to help financial advisors grow AUM, deepen client trust, and market with intention. A Savvy Advisor Marketing Firm https://youtu. be/p7RPAK55sYw Who The Fudge Is Savvy Advisor Marketing? Here’s the Part Where We Talk About Ourselves Most advisors didn’t get into this business to become content creators. But that’s what marketing feels like today: constant video pressure, social posts that go nowhere, and endless to-do lists that never get done. We built Savvy Advisor Marketing to fix that. Since 2017, we’ve helped independent advisors cut through the noise with custom marketing. Our team becomes your team — designing smart strategy, producing polished content, and making sure the right people see it. We're here to help you connect with your ideal audience, build trust, and grow your business with intention. Our Marketing Philosophy for Financial Advisors RELATIONSHIPS FIRST. NUMBERS SECOND. We believe trust and connection come first because they’re what lead to bigger numbers and stronger AUM growth. When your marketing focuses on real relationships, everything else follows: better leads, better clients, better results. Know Your Audience Who are you trying to reach? What do they care about? Your brand and messaging should reflect their world, not just your services. When you know who they are, where they spend time, and what they’re looking for in an advisor, your marketing works harder (and smarter). Know Your WinWhat does success look like for you? More clients? More assets? Better retention? Great — but let’s get specific. Clear goals help you track what’s working and stay focused on what matters. “Do more marketing” isn’t a win. “Add... --- --- ## Posts - Published: 2026-05-11 - Modified: 2026-05-11 - URL: https://savvyadvisormarketing.com/a-u-m-replay-bad-google-review-no-problem/ - Categories: Strategy - Tags: Live@Lunch 05.18.26 One negative review doesn’t have to ruin your reputation. Join Kalli Fedusenko, Advisor Marketing, Speaker and Whit Lanier of Amplify Reviews for a reputation-saving session on how to come back from bad Google reviews. In this 2025 Replay, Whit will break down how to respond with professionalism, rebuild trust, and proactively protect your online presence moving forward. What to do (and avoid) after getting a bad review How to respond publicly without making it worse When to flag vs. when to engage How to strengthen your reputation over time Brought to you by the Financial Planning Association (FPAhttps://youtube. com/watch? v=FygF38gAFdU? feature=share --- - Published: 2026-05-01 - Modified: 2026-05-11 - URL: https://savvyadvisormarketing.com/a-u-m-replay-the-12m-google-review-strategy-featuring-tim-goodwin/ - Categories: Strategy - Tags: Live@Lunch 05.11.26 What do prospects see when they Google “financial advisor near me”? If your profile doesn't immediately signal trust, you're handing business to the firm down the street. In this 2024 episode replay, we sit down with Tim Goodwin of @goodwininvestmentadvisory7224 to break down the exact tactical steps he used to generate 13 new clients through a robust Google Review strategy. How to optimize your profile to stop the scroll The "Secret Sauce" for getting high-quality reviews from your best clients Navigating the SEC Marketing Rule without the headache Brought to you by the Financial Planning Association (FPAhttps://youtube. com/watch? v=URwdSGwyltA? feature=share --- - Published: 2026-04-27 - Modified: 2026-05-11 - URL: https://savvyadvisormarketing.com/a-u-m-live-turning-client-stories-into-new-business/ - Categories: Strategy, Video - Tags: Live@Lunch 05.04.26 Nothing builds credibility quite like hearing directly from the people you serve. Join Kalli Fedusenko and Art Dinkin from DV Financial for a conversation about the real impact testimonial videos can have on advisor marketing. Art will share what prompted his firm to create client testimonial videos and the success they’ve seen since putting those stories front and center. Why testimonial videos can build trust faster than traditional marketing How to approach clients about sharing their experience What makes testimonial videos feel authentic instead of scripted Lessons learned from actually putting testimonials into practice Brought to you by the Financial Planning Association (FPA)https://youtube. com/watch? v=fQnNqjef_tw? feature=share --- - Published: 2026-04-24 - Modified: 2026-05-11 - URL: https://savvyadvisormarketing.com/a-u-m-live-reputation-is-your-best-marketing/ - Categories: Strategy - Tags: Live@Lunch 04.27.26 Before prospects ever meet you, they’re often researching your firm online—and client reviews play a major role in what they see. In this solo episode, we explore how advisors can build a stronger online reputation by collecting and using client reviews as part of their marketing strategy. Why client reviews influence prospect decisions Where reviews show up in your online presence How to ask clients for reviews naturally Ways to use reviews in your marketing Brought to you by the Financial Planning Association (FPA)https://youtube. com/watch? v=R0GjxtpAaDk? feature=share --- - Published: 2026-04-13 - Modified: 2026-05-11 - URL: https://savvyadvisormarketing.com/a-u-m-live-human-connection-featuring-nicole-noonan/ - Categories: AI - Tags: Live@Lunch 04.20.26 Technology is evolving fast—but relationships still drive the financial planning business. In this episode of the Making the Most of AI series, we’re talking about the role human connection plays in an increasingly automated world. Nicole Noonan shares her perspective on how advisors can use technology while still building meaningful relationships with the people they serve. Why human connection still matters in an AI-driven world Where technology helps advisors—and where it can hurt relationships How to communicate in ways that build trust and loyalty Practical ways to stay personal even as your firm grows Brought to you by the Financial Planning Association (FPA)https://youtube. com/watch? v=Nxyff68Qb7I? feature=share --- - Published: 2026-04-08 - Modified: 2026-05-11 - URL: https://savvyadvisormarketing.com/a-u-m-live-winning-the-retirement-conversation/ - Categories: Strategy - Tags: Live@Lunch 04.13.26 When it comes to working with pre-retirees and retirees, connection matters more than ever. Join Kalli Fedusenko and Chris Mediate of Mediate Financial for a conversation on how building real relationships has helped grow a retirement-focused advisory practice—and why human connection still drives results in a digital world. Chris will share what’s actually worked for him, including how he uses tools like Snappy Kraken to support his marketing while keeping his messaging personal and relevant. How human connection helps attract and retain retirement-focused clients Real examples of what’s worked in building trust with pre-retirees How to use tools like Snappy Kraken without losing the personal touch Why connection—not just content—drives better conversations and results Brought to you by the Financial Planning Association (FPA)https://youtube. com/watch? v=c_EOHh-oNUc? feature=share --- - Published: 2026-04-08 - Modified: 2026-04-08 - URL: https://savvyadvisormarketing.com/are-we-there-yet-cracking-the-code-to-social-media-strategy-for-financial-advisors/ - Categories: Content, Podcast, Social Media, Strategy - Tags: Content From 11 Instagram followers over 3 years to 662 within 2.5 months? Yep. Real results from one of our real clients–and what it took to get there One of the first questions everyone asks when we talk about digital marketing is “How long before I start seeing some social media marketing results? ”Fair. Most business owners, but especially financial advisors, live and die by ROIs. Is this worth it? When will I start to see a payout? And while many scenarios follow the old “sleep, creep, leap” pattern, sometimes, you get to see those results a little sooner. One of our clients came to us with a pretty minimal social media presence–a common scenario for advisors juggling the roles of client relations/personal therapist/financial mentor/market predictor/business owner/ etc. This particular client had accumulated 11 Instagram followers over three years. Facebook views were less than 100. Most YouTube content was 4 years old. Sound familiar? Within 2. 5 months of launching a content strategy with us, here's where things stood:651 new Instagram followers. Facebook views climbed past 4,000. 170 new contacts were captured through website forms. Oh, and local retailers were recognizing her from her videos. You can’t buy that kind of brand awareness, but you can absolutely build it. So, What Actually Moved the Needle? Blowing up on Instagram might feel lucky, but it’s more about good ‘ol-fashioned sweat equity. Specifically, a combination of intentional decisions, made consistently, over time (hey, isn’t that what you tell your clients to do? ! Who knew! ). Here's what made the difference for this advisor. She knew who she was talking to. Figuring out what to say and what will stick... --- - Published: 2026-03-30 - Modified: 2026-05-11 - URL: https://savvyadvisormarketing.com/a-u-m-live-human-connection-among-artificial-everything/ - Categories: AI - Tags: Live@Lunch 04.06.26 Artificial intelligence is changing how advisors create content, communicate, and market their services. But as technology accelerates, something else becomes even more important: human connection. In this solo episode, we explore how advisors can embrace AI tools without losing the authenticity that builds trust and relationships. Why AI-generated content is making authenticity more valuable How advisors can keep their voice while using AI tools Simple ways to make marketing feel more personal Why human connection remains the ultimate marketing advantage Brought to you by the Financial Planning Association (FPA)https://youtube. com/watch? v=u5Mb1dzrBPQ? feature=share --- - Published: 2026-03-16 - Modified: 2026-05-11 - URL: https://savvyadvisormarketing.com/a-u-m-live-making-the-most-of-ai/ - Categories: AI - Tags: Live@Lunch 03.23.26 Creating video content consistently is one of the biggest marketing challenges for advisors. In this Making the Most of AI episode, we’re exploring how HeyGen allows you to create an AI avatar of yourself that can deliver video messages without requiring new recordings every time. You’ll see how the technology works and where it can fit into a modern advisor marketing strategy. What an AI avatar is and how it works How to create your avatar using HeyGen Where AI-generated video fits into your marketing strategy When advisors should still show up on camera themselves Brought to you by the Financial Planning Association (FPA)https://youtube. com/watch? v=1Nu1Iqon1Ys? feature=share --- - Published: 2026-03-09 - Modified: 2026-05-11 - URL: https://savvyadvisormarketing.com/a-u-m-live-making-the-most-of-ai-featuring-andie-lafontant/ - Categories: AI, Strategy - Tags: Live@Lunch 03.16.26 When you combine a clear niche with thoughtful AI use, prospecting stops feeling awkward—and starts feeling strategic. Join Kalli Fedusenko and Andie Lafontant, CFP®, of Blue Zone Wealth Advisors for a conversation on how niching into entrepreneurs and business owners helped her build a powerful referral network—and how she’s using ChatGPT to support outreach and prospect preparation. How niching sharpens your messaging and referral strategy Real ways to use AI to prepare for prospect conversations How to build a referral pipeline through complementary professionals Why specificity makes AI more powerful—not less Brought to you by the Financial Planning Association (FPA)https://youtube. com/watch? v=M343CSaHTR4? feature=share --- - Published: 2026-03-05 - Modified: 2026-05-11 - URL: https://savvyadvisormarketing.com/a-u-m-live-making-the-most-of-ai-featuring-ryan-griffiths/ - Categories: AI - Tags: Live@Lunch 03.09.26 Your brand isn’t just what you post — it’s everything the internet knows about you. Join Ryan Griffiths, former Google professional, for a strategic conversation on digital footprint, AI usage, and why real authority requires more than templates and automation. What your digital footprint actually says about you Why AI should inform strategy — not replace expertise The risks most advisors don’t realize when using AI tools Why custom positioning beats template branding every time How to think long-term about privacy and implementation Brought to you by the Financial Planning Association (FPA)https://youtube. com/watch? v=ZqNS03_OG3c? feature=share --- - Published: 2026-02-23 - Modified: 2026-05-11 - URL: https://savvyadvisormarketing.com/a-u-m-live-making-the-most-of-ai-featuring-matt-gpt-halloran/ - Categories: AI - Tags: Live@Lunch 03.02.26 Advisors don’t need more tech—they need more time and more connection. In this Making the Most of AI episode, Kalli Fedusenko sits down with Matt “GPT” Halloran from Zocksto unpack how AI tools like Zocks are helping advisors do better marketing—not just more of it. We’ll talk about how client meeting notes can be repurposed into relevant messaging, how Zocks helps you show up consistently without burnout, and why smarter AI tools give you time to be more strategic with your voice. Use client conversations as fuel for your content Save time on admin and follow-up so you can market consistently Repurpose what clients are already asking you What top advisors are doing with their AI-created breathing room Brought to you by the Financial Planning Association (FPA)https://youtube. com/watch? v=O0Iuon6e3yg? feature=share --- - Published: 2026-02-18 - Modified: 2026-05-11 - URL: https://savvyadvisormarketing.com/a-u-m-live-making-the-most-of-ai-intro/ - Categories: AI - Tags: Live@Lunch 02.23.26 You’ve seen the headlines—now here’s the reality. In this kickoff episode of the Making the Most of AI series, Kalli Fedusenko shares how her agency actually uses AI behind the scenes—from content ideation to workflow efficiency. If you’ve felt overwhelmed, skeptical, or unsure where to begin with AI, this is a judgment-free zone to see what’s possible (and what’s not). How an agency uses AI tools to support creative and strategy Specific use cases that save time and boost ideas Where AI still can’t match human judgment What advisors should (and shouldn’t) be doing with AI right now Brought to you by the Financial Planning Association (FPA)https://youtube. com/watch? v=WxKiyQhws-8? feature=share --- - Published: 2026-02-16 - Modified: 2026-02-16 - URL: https://savvyadvisormarketing.com/2026-a-u-m-ask-us-marketing/ - Categories: AUM Misc., Savvy Advisor Marketing Updates - Tags: Live@Lunch 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 ten platforms before breakfast. And yet, many advisors still feel stuck. That’s exactly why we structured the 2026 A. U. M. – Ask Us Marketing™ series the way we did. Each month tackles one strategic lever that actually impacts growth — from AI to reviews to niching — through the lens of advisors who are doing it well. Because sustainable growth isn’t about doing more. It’s about doing the right things on purpose. What's Ahead March — Making the Most of AIAI isn’t going away. The question is: are you using it well? We’ll feature:Advisors who’ve successfully integrated AI into their marketing processProfessionals working directly in AIReal-world examples of how AI saves time without sacrificing authenticityApril — Making Human Connections When Everything Is ArtificialWhen everyone is automating, templating, and auto-posting... The advisors who win will be the ones who feel human. We’ll highlight:Advisors building strong brand awareness around themselvesAdvisors growing because they’re relatable, not rehearsedAdvisors proving personality builds trustIf AI is the tool, humanity is the differentiator. May — Client ReviewsReviews can build your practice. They can also blow up your compliance inbox. We’ll explore:Advisors who’ve grown through strategic review systemsAdvisors who’ve recovered from difficult reviewsWhat you can’t say (and what you absolutely should say)Because reputation is marketing — whether you manage it or not. June — What Niching Down Actually Looks Like“Find... --- - Published: 2025-11-24 - Modified: 2026-05-11 - URL: https://savvyadvisormarketing.com/a-u-m-live-are-irl-seminars-still-working/ - Categories: Event - Tags: Live@Lunch 12.01.25 Are IRL Seminars Still Working? — A. U. M. ™ LIVE for financial advisorsSeminar marketing isn’t what it used to be—it’s better. Join Kalli Fedusenko, Advisor Marketing, Speaker and Derek Janis from AcquireUp for a conversation about how modern advisors are using in-person events to consistently fill their pipeline with warm, qualified leads. AcquireUp has helped thousands of advisors refine their strategy and get real results from live events. Whether you’ve run 100 seminars or haven’t hosted your first one yet, this episode will show you what works now. How AcquireUp targets and fills in-room events What makes a seminar actually convert (hint: it’s not just the dinner) The biggest mistakes advisors make—and how to avoid them Tips for boosting post-event conversion and client engagement Brought to you by the Financial Planning Association (FPA)https://youtube. com/watch? v=0kc3W1zIMVg? feature=share --- - Published: 2025-11-05 - Modified: 2026-05-11 - URL: https://savvyadvisormarketing.com/a-u-m-live-how-interactive-lead-magnets-drive-sales-conversations/ - Categories: Content, Strategy - Tags: Live@Lunch 11.17.25 Not all lead magnets are created equal—and the best ones don’t just collect emails... they create conversations. Join Kalli Fedusenko, Advisor Marketing, Speaker and Craig Clark, Chief Growth Officer at Nitrogen, for a deep dive into how interactive lead magnets are helping financial advisors drive more qualified leads and close more business. From quizzes to calculators to real-time risk assessments, you’ll learn how to turn your lead gen tools into actual sales enablement strategies. How Nitrogen evolved from a risk tool to a sales engine Why interactivity boosts conversions and trust What to do with the data once a lead is captured How advisors can build their own tools to drive results Brought to you by the Financial Planning Association (FPA)https://youtube. com/watch? v=Tj8beuhLmS0? feature=share --- - Published: 2025-10-27 - Modified: 2026-05-11 - URL: https://savvyadvisormarketing.com/a-u-m-live-how-testimonials-outcompete-ai-with-brian-thorp-wealthtender/ - Categories: AI, Content, Strategy - Tags: Live@Lunch 11.03.25 Your testimonials are more than just nice words—they’re strategic fuel for better marketing. Join Kalli Fedusenko, Advisor Marketing, Speaker and Brian Thorp from Wealthtender (https://wealthtender. com/) on how to use testimonials to optimize your content and improve AI-driven personalization. From better prompts to smarter placements, you’ll learn how to make social proof work harder in your content strategy. What makes a testimonial valuable in AI-driven marketing How to collect testimonials that are rich, specific, and useful Ways to structure testimonials for maximum conversion How to feed testimonials into AI tools for better content output Brought to you by the Financial Planning Association (FPA)https://youtube. com/watch? v=1Kq8g9SU_U4? feature=share --- - Published: 2025-10-21 - Modified: 2026-05-11 - URL: https://savvyadvisormarketing.com/a-u-m-live-youve-already-written-a-book/ - Categories: Press, Strategy - Tags: Live@Lunch 10.27.25 You’ve already written a lot. Now it’s time to turn that into something lasting. Join Kalli Fedusenko, Advisor Marketing, Speaker and Brian Hart for a practical conversation about Author Prime, the platform helping professionals transform their digital content into professionally published books. If you’ve ever dreamed of writing a book—but didn’t have the time—this is your shortcut to making it happen. What Author Prime is and how it works Why financial advisors benefit from publishing a book How to repurpose your existing blogs, emails, and more Tips for using your book as a marketing and credibility tool Brought to you by the Financial Planning Association (FPA)https://youtube. com/watch? v=UpwqNYgv8_Y? feature=share --- - Published: 2025-09-29 - Modified: 2026-05-11 - URL: https://savvyadvisormarketing.com/a-u-m-live-make-your-podcast-discoverable/ - Categories: Podcast - Tags: Live@Lunch 10.13.25 Publishing your podcast is only half the battle—getting it found is the other. Join Kalli Fedusenko, Advisor Marketing, Speaker and Justin Peters of SimplePod Studios for a no-fluff session on how to make your podcast discoverable so your content actually reaches the people you want to serve. Whether you’ve launched or are just planning your first episode, this session will give you the tools to show up (and rank) like a pro. Why great podcasts still get buried—and how to fix it How titles, descriptions, and tags impact discovery Whether (and how) to promote your podcast on YouTube Easy tweaks to get more visibility—starting today Brought to you by the Financial Planning Association (FPA)https://youtube. com/watch? v=mRxJ1-U5yi4? feature=share --- - Published: 2025-09-22 - Modified: 2026-05-11 - URL: https://savvyadvisormarketing.com/a-u-m-live-whats-a-brand-evangelist-and-do-you-need-one/ - Categories: AUM Misc. - Tags: Live@Lunch 09.29.25 Brand evangelism isn’t just a buzzword; it’s a strategy. Join Kalli Fedusenko, Advisor Marketing, Speaker and Diana Cabrices for a dynamic episode on what a brand evangelist does, why it matters, and how it can help advisors and firms stand out in a noisy industry. If you're looking for stronger visibility, better trust, and more aligned leads, this is the role you didn’t know you were missing. What a brand evangelist is—and why the role is growing How evangelists help firms connect with their audience Whether you should hire one or become one yourself How to start building your brand’s voice with intention Brought to you by the Financial Planning Association (FPA)https://youtube. com/watch? v=HheIr4Qg06U? feature=share --- - Published: 2025-09-08 - Modified: 2026-05-11 - URL: https://savvyadvisormarketing.com/a-u-m-live-email-text-marketing-with-robert-sofia/ - Categories: Email - Tags: Live@Lunch 09.15.25 What if you could stop guessing and start sending emails and texts that actually work? Join Kalli Fedusenko, Advisor Marketing and Robert J. Sofia of Snappy Kraken for a data-packed episode of A. U. M. ™ focused on email and text marketing best practices for advisors. With millions of campaigns under their belt, Snappy Kraken has the numbers—and Robert’s here to share them. What makes someone open, click, and reply Best times to send and how often to follow up How to use texting without overstepping Biggest mistakes that sabotage engagement Brought to you by the Financial Planning Association (FPA). https://youtube. com/watch? v=MqTilI2kYiQ? feature=share --- - Published: 2025-08-18 - Modified: 2026-05-11 - URL: https://savvyadvisormarketing.com/a-u-m-live-brains-biases-better-conversations/ - Categories: Strategy - Tags: Live@Lunch 08.25.25 Financial decisions aren’t just about numbers—they’re deeply human. Join Kalli Fedusenko, Advisor Marketing, Speaker and Brendan Frazier of RFG Advisory for an eye-opening episode on how behavioral finance can make you a better marketer, communicator, and advisor. Brendan will break down how understanding your client’s brain (and your own) can lead to stronger relationships and smarter strategy. How biases impact client decisions—and what to do about it Tips for building trust using behavioral insights How to apply behavioral finance to marketing and messaging Mindset tools for advisors navigating emotional or high-stakes conversations Brought to you by the Financial Planning Association (FPA)https://youtube. com/watch? v=F7i1QsHM7Q0? feature=share --- - Published: 2025-08-11 - Modified: 2026-05-11 - URL: https://savvyadvisormarketing.com/a-u-m-live-how-to-come-back-from-bad-google-reviews/ - Categories: Strategy - Tags: Live@Lunch 08.18.25 One negative review doesn’t have to ruin your reputation. Join Kalli Fedusenko, Advisor Marketing, Speaker and Whit Lanier of Amplify Reviews for a reputation-saving session on how to come back from bad Google reviews. Whit will break down how to respond with professionalism, rebuild trust, and proactively protect your online presence moving forward. What to do (and avoid) after getting a bad review How to respond publicly without making it worse When to flag vs. when to engage How to strengthen your reputation over time Brought to you by the Financial Planning Association (FPA). https://youtube. com/watch? v=LwOhD3BRlIA? feature=share --- - Published: 2025-07-31 - Modified: 2025-08-01 - URL: https://savvyadvisormarketing.com/how-long-does-it-take-to-see-results-from-digital-marketing/ - Categories: Content, Podcast, Social Media, Strategy - Tags: Content It’s the question I ask myself at least once a week—right around the time I’m second-guessing everything: Does this strategy need more time to take root? Or is it just... not working? The honest answer? It depends. But to really answer it, I like to take a walk in the garden. It’s where I decompress, reconnect, and gather more life wisdom than I ever expected from soil and sunshine. There's a reason the Bible is full of gardening metaphors—plants and people grow in strikingly similar ways. And the longer I’ve worked in marketing, the more I’ve realized: your marketing strategy is a lot like your backyard. I’m not saying you have to start composting your blog posts—but the comparison works. You prepare the soil. You plant what fits your climate and conditions. And then... you wait. You nurture. You water and weed. And eventually—if you’re consistent—you see growth. Your marketing is a garden, not a vending machine. You don’t drop a dollar in and get an immediate ROI snack. You plant. You water. You wait. And eventually—if you’re consistent—you get something beautiful. When I’m not creating marketing strategy, I’m probably in my backyard in my hammock with my teddybear sunflowers, my dogs, and a good book. Gardening is where I go to unwind, and accidentally come up with metaphors for marketing. Here’s my favorite:In the garden, there are two types of plants: annuals and perennials. Annuals vs. PerennialsAnnuals are the overachievers. They bloom fast and fade just as quickly. If... --- - Published: 2025-07-28 - Modified: 2026-05-11 - URL: https://savvyadvisormarketing.com/a-u-m-live-diy-podcast-the-4-ps/ - Categories: Podcast - Tags: Live@Lunch 08.04.25 Podcasting can grow your brand—or waste your time. The difference? A smart strategy. Join Kalli Fedusenko, Advisor Marketing for a solo session previewing her 4 P’s of Podcasting—the foundation of her new course built specifically for financial advisors. Whether you’re just launching or trying to grow an existing show, this session will help you focus on what actually matters. What the 4 P’s are—and why they work Common podcasting mistakes (and how to avoid them) What’s inside the full course (and why it’s not just theory) How to DIY your show—without winging it Brought to you by the Financial Planning Association (FPA). https://youtube. com/watch? v=t-kRuadDVAY? feature=share --- - Published: 2025-07-21 - Modified: 2026-05-11 - URL: https://savvyadvisormarketing.com/a-u-m-live-how-the-branding-gets-made/ - Categories: AUM Misc. - Tags: Live@Lunch 07.28.25 What does it really take to build a powerful brand? (Spoiler: It’s not just picking colors and fonts. ) Join Kalli Fedusenko, Advisor Marketing and Josh Passler (FinArt) for a behind-the-scenes episode where they get real about the creative chaos, strategic choices, and late-night tweaks that go into building memorable brands for financial advisors. Branding tools and workflows that actually get results Common challenges—and how to tackle them How client input and collaboration shapes the final product A live brand audit if the creative mood strikes Brought to you by the Financial Planning Association (FPA). https://youtube. com/watch? v=BvU0EiOvUFc? feature=share --- - Published: 2025-07-15 - Modified: 2026-05-11 - URL: https://savvyadvisormarketing.com/a-u-m-live-mitlin-success-part-2-behind-the-brand/ - Categories: AUM Misc. - Tags: Live@Lunch 07.21.25 Running a firm’s brand requires more than just big ideas—it takes behind-the-scenes precision. Join Kalli Fedusenko, Advisor Marketing and Denise Milano Sprung from Mitlin Financial, Inc® for part two of our Mitlin series, “Behind the Brand at Mitlin. ”Denise will share what it takes to support brand growth from the inside, keep things moving, and hold it all together as the brand evolves. What it takes to keep a brand on track behind the scenes How to support brand growth through operations and teamwork Lessons learned from building the Mitlin brand as a team Real-life takeaways for firms trying to grow together Brought to you by the Financial Planning Association (FPA). https://youtube. com/watch? v=ijI4R1A2WkI? feature=share --- - Published: 2025-07-07 - Modified: 2026-05-11 - URL: https://savvyadvisormarketing.com/a-u-m-mitlin-success-part-1-building-the-brand/ - Categories: AUM Misc., Strategy - Tags: Live@Lunch 07.14.25 A standout brand takes intention, time, and vision. Join Kalli Fedusenko and Larry Sprung of Mitlin Financial for part one of a two-part series on how the Mitlin brand came to life—and why it works. From early brand decisions to long-term results, Larry shares the steps they took to build something memorable and meaningful. Where Mitlin’s brand started—and how it’s evolved What brand wins made the biggest impact How to grow visibility without sacrificing authenticity What advisors should know before investing in brand strategy Brought to you by the Financial Planning Association (FPA). https://youtube. com/watch? v=hE8Sf8LgbSM? feature=share --- - Published: 2025-06-24 - Modified: 2026-05-11 - URL: https://savvyadvisormarketing.com/a-u-m-the-face-of-growth/ - Categories: Strategy - Tags: Live@Lunch 06.30.25 A strong brand doesn’t just attract—it aligns, evolves, and drives business forward. Join Kalli Fedusenko, Advisor Marketing and Christopher Norton from Potomac for a candid conversation on how rethinking their brand helped reshape the trajectory of their company. If you’ve ever wondered if working on your brand is worth the effort, this episode gives you a real-world look at the strategy, challenges, and results from a firm that’s walked the walk. How brand clarity influenced their marketing, culture, and growth What worked, what didn’t, and what they’d do differently Advice for advisors thinking about refreshing their own brand Brought to you by the Financial Planning Association (FPA). https://youtube. com/watch? v=/Kxkc8ZZwHP4? feature=share --- - Published: 2025-06-16 - Modified: 2026-05-11 - URL: https://savvyadvisormarketing.com/a-u-m-ai-tools-you-need-to-succeed/ - Categories: AI - Tags: Live@Lunch 06.23.25 The AI landscape is evolving fast—and so are the tools promising to revolutionize your workflow. But which ones actually work for advisors? Join Kalli Fedusenko and David Ortiz from Advisor AI Partners for a practical session on “AI Tools You Need. ” This episode will help you separate must-haves from marketing fluff and build a tech stack that supports your firm’s growth and efficiency. The essential AI tools for financial advisors in 2025 How to improve client service without losing the human touch Productivity tools that actually save time (not create more work) How to start integrating AI safely and strategically Brought to you by the Financial Planning Association (FPA). https://youtube. com/watch? v=/Hc03AH89Zy4? feature=share --- - Published: 2025-06-10 - Modified: 2026-05-11 - URL: https://savvyadvisormarketing.com/a-u-m-how-ai-will-destroy-all-marketing-strategies-in-18-months-or-less/ - Categories: AI - Tags: Live@Lunch 06.16.25 The AI revolution isn’t coming—it’s already here. Join Kalli Fedusenko and Len Ward for a high-impact session on “How AI Will Destroy All Marketing Strategies in 18 Months or Less. ”Len has spent over two decades riding the waves of digital disruption, and he’s not pulling any punches. In this episode, he’ll share how AI is dismantling traditional marketing approaches, what’s next, and how financial advisors can evolve their strategy to stay in the game. What marketing tactics will be obsolete in the next 18 months The AI-driven changes reshaping buyer behavior and content creation Why financial advisors need to rethink “value” in their marketing Concrete steps to stay ahead of the shift and avoid irrelevance Brought to you by the Financial Planning Association (FPA). https://youtube. com/watch? v=/OgaqiKoSjbs? feature=share --- - Published: 2025-05-29 - Modified: 2025-05-29 - URL: https://savvyadvisormarketing.com/a-u-m-nail-the-sale/ - Categories: AUM Misc. - Tags: Live@Lunch 06.02.25 Selling doesn’t have to feel awkward or pushy—when done right, it’s simply an extension of serving your clients. Join Kalli Fedusenko and Nicole Cramer, sales expert and coach, for "Nail the Sale", a session designed to help financial professionals close deals with confidence and authenticity. If you've ever struggled with sales conversations or felt like you were “convincing” people to work with you, this is the session for you. Nicole will break down her proven strategies so you can sell in a way that feels natural, effective, and aligned with your values. How to confidently connect with potential clients and build trust Strategies for handling objections without feeling defensive The secret to closing deals without coming across as “salesy” Practical steps to make every sales conversation easier and more productive Brought to you by the Financial Planning Association (FPA). https://youtube. com/watch? v=/eSTckLDGZtA? feature=share --- - Published: 2025-05-12 - Modified: 2025-06-19 - URL: https://savvyadvisormarketing.com/a-u-m-live-website-review/ - Categories: AUM Misc., Website - Tags: Live@Lunch 05.19.25 Get ready for some on-the-spot marketing magic! What makes a website work for financial advisors? Find out in this live, rapid-fire audit session with Kalli Fedusenko as she hosts and leads “Live! Website Reviews. ”From homepage hooks to call-to-action flops, Kalli will break down exactly what’s helping advisors attract clients—and what’s driving them away. If you’ve ever wondered what a marketing pro really thinks about your site, now’s your chance to find out. Brought to you by the Financial Planning Association (FPA). https://youtube. com/watch? v=/T32SsxvzdU4? feature=share --- - Published: 2025-05-06 - Modified: 2025-05-06 - URL: https://savvyadvisormarketing.com/marketing-trends-you-should-ignore/ - Categories: Strategy - Tags: Strategy Digital marketing trends and rumors multiply and expand faster than a bad LinkedIn pitch. There were a few things that I vowed to do differently at Kalli Collective. 1 Show pricing. Nothing is worse than searching for a solution and having to schedule a call just to find out you're in the wrong price range. We believe in transparency. Whether it's a done-for-you service or a consulting session, you’ll always know what to expect before you book a call. 2 No bullshit. Marketing is full of fluff and ‘best practices’ that don’t hold up in reality. Ever heard of someone claiming they ‘guarantee’ you 100 leads a month? We don’t do that. Instead, we share real numbers from real campaigns—because trust comes from honesty, not hype. 3 Check the data. Algorithms change. Social platforms tweak their reach. And some marketers are still out here saying ‘post at 9 AM for the best engagement’ like it’s 2015. At Kalli Collective, we analyze actual data before making recommendations—not just what sounds good in a tweet. No matter where you heard it, even from the most authoritative marketing person, even from me, always look up the data. Is there research proving their method works? How many people were studied/surveyed? And never discount your own experience and metrics in favor of someone else’s. Trends, benchmarks, and expert advice can be helpful, but nothing matters more than how your audience is responding. What works for a general audience—or even another financial advisor—might not be what... --- - Published: 2025-05-05 - Modified: 2025-06-19 - URL: https://savvyadvisormarketing.com/a-u-m-attract-ideal-clients-through-webinars/ - Categories: AUM Misc., Webinar - Tags: Live@Lunch 05.12.25 Webinars can do more than educate—they can generate leads from your exact niche. Join Kalli Fedusenko and Elizabeth Reider from Indigo Marketing Agency for a tactical session on “Attract Ideal Clients Through Webinars. ” Whether you’ve hosted webinars before or are just getting started, Elizabeth will show you how to make them work harder for your business. How to choose topics that speak directly to your ideal client Strategies to attract the right attendees—not just anyone with a Zoom link How to follow up post-webinar and turn interest into action Mistakes to avoid so your webinar doesn’t fall flat Brought to you by the Financial Planning Association (FPA). https://youtube. com/watch? v=/e2AVcweKrf0? feature=share --- - Published: 2025-04-21 - Modified: 2025-04-21 - URL: https://savvyadvisormarketing.com/a-u-m-win-sales-with-writing/ - Categories: AUM Misc. - Tags: Live@Lunch 04.21.25 Words sell—when they're the right ones. Join Kalli Fedusenko and Derek Pollard for "Win Sales with Writing", a powerful session on how to craft compelling copy that connects, converts, and builds long-term trust. As a writer, editor, and communication strategist, Derek helps advisors clarify their message and write like real humans (not robots or corporate jargon machines). In this episode, you’ll learn how to ditch the fluff and write content that actually moves your audience to action. What most advisors get wrong about their website and marketing copy How to sound like yourself and sell effectively Why clarity beats cleverness—and how to simplify your message Tips for writing copy that turns cold leads into warm conversations Brought to you by the Financial Planning Association (FPA). https://youtube. com/watch? v=/mHTWp4_OxfI? feature=share --- - Published: 2025-04-14 - Modified: 2025-06-19 - URL: https://savvyadvisormarketing.com/a-u-m-sound-like-a-pro-using-voice-to-strengthen-your-brand/ - Categories: AUM Misc., Podcast - Tags: Live@Lunch 04.21.25 Your voice is more than just sound—it’s your brand’s first impression. Join Kalli Fedusenko and Jodi Krangle of VoiceOversAndVocals. com for a fascinating session on “Sound Like a Pro: Using Voice to Strengthen Your Brand. ”Whether you’re recording a welcome video, running a podcast, or just leaving a voicemail, the way you speak matters. Jodi will share how to make your voice a strategic asset—not an afterthought. How voice impacts trust, credibility, and connection Tips to improve your vocal delivery and presence Common voice mistakes to avoid (and how to fix them) Easy wins to make your audio sound more polished and professional Brought to you by the Financial Planning Association (FPA). https://youtube. com/watch? v=/mR999brhmFo? feature=share --- - Published: 2025-04-08 - Modified: 2025-07-23 - URL: https://savvyadvisormarketing.com/fact-or-fiction-the-magic-bullet-marketing-strategy/ - Categories: Strategy - Tags: Strategy Kalli here. I've been in marketing since 2006 and in financial marketing since 2011. And no matter where I'm working or who I'm working with, some things remain consistent: elusive success stories, comparison, and unrealistic expectations. You've heard those stories too—a friend of a friend or someone at a conference who tried something new in their marketing strategy and now can’t keep up with new business. Meanwhile, you're left asking, "Do you know someone who could use my help? " at the end of your meetings. So you scramble. You copy their strategy, their content, their execution—waiting for new clients to come barging in. And you wait... and wait. You see some traction, sure, but nowhere near what you expected. These stories are the exception, not the rule. They're akin to winning the lottery. Explosive growth is a winning gamble–emphasis on the gamble. Not to mention, you can only see what you're shown. When you see the success of other firms or advisors, you don't know what they started with or if their circumstances are the same as yours. It's easy to grow by 200% when you start at zero. But more importantly, they did something new and different and it paid off. If you're copying what someone else did, it's no longer new or different. New and different comes at a price. Consider our A. U. M. - Ask Us Marketing™ interviewee Tim Goodwin who signed 13 new clients over 12 months from Google Reviews alone. It worked because... --- - Published: 2025-04-07 - Modified: 2025-04-07 - URL: https://savvyadvisormarketing.com/a-u-m-whats-working-in-q1-2025/ - Categories: AUM Misc. - Tags: Live@Lunch 04.14.25 Your audience has changed—has your marketing kept up? Join Kalli Fedusenko and Jess Flynn from Intention. ly for a forward-looking, data-backed session on “What’s Working in Q1 2025. ”From client engagement to lead generation, we will reveal what’s really moving the needle for advisors right now—and how to make the most of it. The highest-performing marketing tactics this quarter Where advisors should be focusing their time and energy The content formats that are driving the most engagement Easy, actionable tweaks to level up your Q2 Brought to you by the Financial Planning Association (FPA). https://youtube. com/watch? v=/hUphJ-Nbqis? feature=share --- - Published: 2025-03-24 - Modified: 2025-06-19 - URL: https://savvyadvisormarketing.com/a-u-m-how-to-light-your-videos/ - Categories: AUM Misc., Podcast, Video - Tags: Live@Lunch 03.31.25 Lighting can make or break your video content, and no one knows this better than Michelob Fedusenko. As a professional grip with experience working on Hallmark movies, music videos, and commercials for everyone from Garth Brooks to the Tennessee Titans, Michelob knows exactly how to craft the perfect lighting setup for any project. Join Kalli Fedusenko and Michelob Fedusenko for an expert breakdown on how to light your videos like a pro. Whether you're filming social media content, client videos, or professional livestreams, you’ll learn the tricks of the trade to enhance your visuals and keep your audience engaged. The biggest lighting mistakes people make—and how to avoid them Budget-friendly ways to improve your lighting setup How lighting impacts the way your brand is perceived Pro techniques for creating polished, high-quality visuals Brought to you by the Financial Planning Association (FPA)https://youtube. com/watch? v=/iyPQKmoy46g? feature=share --- - Published: 2025-03-17 - Modified: 2025-06-16 - URL: https://savvyadvisormarketing.com/decoding-website-jargon-what-every-financial-planner-needs-to-know/ - Categories: Website - Tags: Website Think of your website as your digital office. It’s where prospects interact with your brand, where clients go for resources, and where your marketing efforts often culminate. But behind that polished homepage is a complex web of infrastructure that can feel like a foreign language—DNS, CMS, A Records, MX Records... what does it all mean? If you’ve ever been frustrated by tech jargon or found yourself at the mercy of your IT provider, this article is for you. Knowing these terms will help you avoid being taken advantage of, allow you to ask the right questions, and empower you to make informed decisions about your digital presence. We’re breaking down the key website-related terms every financial planner should understand, so you can confidently manage your online presence. 1. Domain Name System (DNS) DNS stands for Domain Name System. DNS is like the internet’s phonebook. It's a network of servers that help translate domain names into IP addresses. When someone types in your website (e. g. , yourfirm. com), DNS translates that human-friendly name into an IP address that tells their computer what to show on their computer screen. Without DNS, users would have to remember long numerical IP addresses to visit websites. Why it matters: Understanding DNS ensures you can communicate effectively with your IT provider, troubleshoot basic issues, and avoid unnecessary confusion. It’s not just about keeping your website and emails running; it’s about having control over your digital presence and making informed decisions. 2. DNS Provider Your DNS... --- - Published: 2025-03-11 - Modified: 2025-06-19 - URL: https://savvyadvisormarketing.com/a-u-m-website-terms-every-financial-planner-needs-to-know/ - Categories: AUM Misc., Website - Tags: Live@Lunch 03.17.25 In this episode of A. U. M. - Ask Us Marketing™, Kalli Fedusenko is breaking down the essential website-related terms every financial planner needs to know. Whether you’re dealing with IT providers, updating your site, or troubleshooting email issues, understanding these terms will help you stay in control of your online presence. What’s the difference between a domain registrar, DNS provider, and web host? Why do A Records, CNAMEs, and MX Records matter for your website and email? How does your CMS affect your ability to update and manage content? What’s an SSL certificate, and why is it crucial for security and SEO? If website lingo has ever made you feel lost, this session is for you. Join us for a clear, no-nonsense breakdown of the website infrastructure financial planners rely on every day. https://youtube. com/watch? v=/BMMdsY7swGY? feature=share --- - Published: 2025-03-03 - Modified: 2025-03-03 - URL: https://savvyadvisormarketing.com/a-u-m-stop-counting-conversations-and-have-conversations-that-count/ - Categories: AUM Misc. - Tags: Live@Lunch 03.03.25 Some conversations open doors—others fall flat. Join Kalli Fedusenko and Kyle Coon from KyleCoon. com for a powerful session on "Making Conversations That Count. " Here’s what you’ll learn: How to start conversations that build trust and engagement. Ways to move past small talk and create real connections. Strategies for turning conversations into business opportunities. The biggest mistakes to avoid when networking and relationship-building. Brought to you by the Financial Planning Association (FPA)https://youtube. com/watch? v=/iXJzQbYJcMw? feature=share --- - Published: 2025-02-24 - Modified: 2025-03-17 - URL: https://savvyadvisormarketing.com/a-u-m-network-like-a-human-not-a-salesy-weirdo/ - Categories: AUM Misc. - Tags: Live@Lunch 03.24.25 Networking doesn’t have to be awkward or uncomfortable. Join Kalli Fedusenko and Melissa from PowerfulWomenRising. com for an empowering session on "How to Network Like a Human, Not a Salesy Weirdo. "Here’s what you’ll learn: How to make networking feel authentic and enjoyable. Tips for starting conversations that leave a lasting impression. Strategies for building genuine relationships, not just collecting business cards. The top networking mistakes to avoid—and what to do instead. Brought to you by the Financial Planning Association (FPA)https://youtube. com/watch? v=/IqX9M15vxus? feature=share --- - Published: 2025-02-17 - Modified: 2025-06-19 - URL: https://savvyadvisormarketing.com/a-u-m-public-relations-what-to-do-in-a-crisis-situation/ - Categories: AUM Misc., Press - Tags: Live@Lunch 02.24.25 In the fast-paced world of financial services, a single PR misstep can have lasting consequences. Join Kalli Fedusenko and John from Arichopinion. com for an essential session on "Public Relations & What to Do in a Crisis Situation. "Here’s what you’ll learn: How to prepare for potential crises and protect your reputation. Steps to take when a PR disaster strikes. Tips for crafting empathetic, effective messaging during tough times. Real-life lessons from businesses that navigated crises successfully. Brought to you by the Financial Planning Association (FPA)https://youtube. com/watch? v=/28w9y-2RCyg? feature=share --- - Published: 2025-01-27 - Modified: 2025-02-03 - URL: https://savvyadvisormarketing.com/a-u-m-finra-sec-regulations-being-enforced/ - Categories: AUM Misc. - Tags: Live@Lunch 02.10.25 (this is a reschedule) What's worse than reading "Go directly to jail. Do not pass Go, do not collect $200" during Monopoly? Reading "As a result of our examination, FINRA has elected to refer this matter to FINRA's Department of Enforcement. " Cue the pit in the bottom of your stomach. In this FPA sponsored A. U. M. - Ask Us Marketing™ episode, hosted by advisor marketing firm Kalli Collective, we'll get the lowdown on the litigation trends that special guest Andrew Shedlock, J. D. , of Kutak Rock has noticed this year—and what you can do to protect yourself. https://youtube. com/watch? v=/NPzdCmcuLeA? feature=share --- - Published: 2025-01-26 - Modified: 2025-06-19 - URL: https://savvyadvisormarketing.com/a-u-m-what-to-say-in-your-automated-follow-up-sequences/ - Categories: AUM Misc., Email - Tags: Live@Lunch 02.03.25 Struggling to stay in touch with prospects while juggling a million other tasks? It’s time to automate smarter, not harder! Join Kalli Fedusenko for an exclusive live event featuring Ely Delaney, creator of the Follow Up Rockstar System, as he shares his expertise on crafting automated follow-up sequences that nurture relationships and grow your business. In this session, you’ll learn: What to say in your follow-ups to stand out and stay top-of-mind. How to create authentic, personalized communication at scale. Proven strategies to turn automation into meaningful connections. This is your chance to ditch the overwhelm and discover how a strategic follow-up system can bring in leads, build trust, and save time. Don’t miss it! Brought to you by the Financial Planning Association (FPAhttps://youtube. com/watch? v=/GnToDGwXOM8? feature=share --- - Published: 2025-01-20 - Modified: 2025-06-19 - URL: https://savvyadvisormarketing.com/a-u-m-how-to-be-a-crazy-good-presenter/ - Categories: AUM Misc., Event, Video, Webinar - Tags: Live@Lunch 01.27.25 In this FPA-sponsored A. U. M. - Ask Us Marketing™ episode, hosted by Kalli Collective, we’re diving into the secrets of delivering presentations that captivate, engage, and leave a lasting impact. Whether you're speaking to clients, prospects, or peers, being an exceptional presenter can set you apart. Join Kalli and Deirdre Van Nest of Crazy Good Talks to learn actionable strategies to command the room, communicate your message effectively, and connect with your audience on a deeper level. Get ready to elevate your presentation skills and leave your audience saying, “Wow! ”https://youtube. com/watch? v=/wYLBTCAf4i8? feature=share --- - Published: 2025-01-18 - Modified: 2025-01-27 - URL: https://savvyadvisormarketing.com/2024-a-u-m-ask-us-marketing-top-10-episodes/ - Categories: AUM Misc. 2024 Episode Ranking A Must-Listen List for Financial Advisors Ready to elevate your marketing game in 2025? We’ve curated the ultimate list of the 2024's top 10 episodes from A. U. M. - Ask Us Marketing, our livestream that’s been dishing out actionable advice, innovative strategies, and a few good laughs for financial advisors all year. Whether you’re looking to deepen client relationships, grow your assets under management (AUM), or stay ahead of industry trends, these episodes are packed with the insights you need to crush your goals. From marketing tips that actually make sense for advisors to niche strategies that help you stand out, we’re spotlighting the episodes our listeners couldn’t get enough of. So grab your headphones and get ready to get savvy—it’s time to transform your 2024 with the best advice from the Kalli Collective team. Can't watch? Listen instead. Apple Spotify Castbox Amazon iHeart Overcast Watch the other aum live streams See All A. U. M. Episodes --- - Published: 2025-01-14 - Modified: 2025-01-14 - URL: https://savvyadvisormarketing.com/maximizing-video-impact-on-your-website-a-how-to-guide/ - Categories: Video - Tags: Video Investing in video content? That’s a smart move. Videos are one of the most engaging forms of content, and if you’re going to spend the time and resources creating them, you need to make sure they’re pulling their weight on your website. Videos are a powerful way to capture attention, express your brand's personality, and create meaningful emotional connections with your audience. But here’s the catch: just uploading a video isn’t enough. You need to be strategic to get the most out of it. Let’s break down why videos are so important and how you can use them effectively on your site. Why Videos Matter for Your Website Videos Drive EngagementStudies show that video content can increase visitor engagement significantly. People are naturally drawn to movement and sound, which makes videos perfect for grabbing attention quickly. Even better, videos keep visitors on your site longer, which not only helps with building relationships but also improves your SEO. The longer someone stays on your page, the better it is for your search rankings—and ultimately, your bottom line. Videos Showcase Your PersonalityYour website is the digital front door to your brand, and videos offer a direct, personal connection to your audience. A well-produced video allows you to show off your personality and expertise in a way that text simply can’t. Whether you’re sharing insights about the financial industry, explaining how you help advisors grow their business, or even giving a behind-the-scenes look at your process, videos give your audience a glimpse of... --- - Published: 2024-12-03 - Modified: 2025-08-18 - URL: https://savvyadvisormarketing.com/a-u-m-marketing-mistakes-advisors-make-and-how-to-avoid-them/ - Categories: AUM Misc. - Tags: Live@Lunch Monday, December 16, 2024 Every advisor wants their marketing to stand out—but what if you’re making mistakes that are holding you back? In this FPA-sponsored A. U. M. - Ask Us Marketing™ episode, hosted by Savvy Advisor Marketing, we’re diving deep into the most common marketing missteps financial advisors make and, more importantly, how to fix them. From unclear messaging to outdated strategies, we’ll walk you through practical solutions that ensure your marketing connects with the right audience. Whether you’re struggling with content creation, social media engagement, or client outreach, this episode is packed with insights to help you refocus your efforts and start seeing measurable results. Don’t let these mistakes stall your growth—RSVP now to gain the tools and tips you need to elevate your marketing game! https://youtube. com/watch? v=/0zN9AJ1Da5Q? feature=share --- - Published: 2024-12-01 - Modified: 2025-08-18 - URL: https://savvyadvisormarketing.com/a-u-m-defining-your-ideal-client/ - Categories: Strategy - Tags: Live@Lunch Monday, December 09, 2024 (this is a reschedule) Oct 28 Reschedule > NEW DATE DEC 9 In this FPA-sponsored A. U. M. - Ask Us Marketing™ episode, hosted by advisor marketing firm Savvy Advisor Marketing, we explore how financial advisors can define and attract their ideal client. Lori Thiel, CEO of WEALTHAWK, shares insights on leveraging AI to identify and engage high-value prospects, making it easier than ever to grow your client base strategically. If you're looking to refine your approach and target clients that align with your expertise, this episode will provide actionable steps to get started. https://www. youtube. com/watch? v=0ESbyR8vQHA --- - Published: 2024-11-12 - Modified: 2024-11-12 - URL: https://savvyadvisormarketing.com/how-financial-advisors-can-invest-in-marketing-insights-from-michael-kitces/ - Categories: Strategy - Tags: Strategy In a recent interview with our founder Kalli Fedusenko, Michael Kitces shared his expertise on how financial advisors can approach marketing strategically to fuel growth. Kitces provides insights that resonate across the industry. Here’s a breakdown of his advice, with practical takeaways for financial advisors who want to optimize their marketing efforts. 1. Shift Marketing from Optional to Essential Kitces emphasizes the need for advisors to see marketing as a critical component of their business. He encourages advisors to integrate marketing into their operational model rather than leaving it as an afterthought. Kitces observes that advisors often struggle with "feast or famine" cycles due to inconsistent marketing. Regular marketing efforts can stabilize growth and prevent the need for reactive marketing when business slows. 2. Allocate Resources Thoughtfully Financial advisors typically spend around 2% of revenue on marketing—a figure that pales compared to other industries where marketing spend ranges between 8-15%. Kitces points out that advisory firms often invest time, rather than dollars, in marketing. He suggests advisors view their time spent on client acquisition as a marketing expense. In practice, Kitces found that advisors pursuing growth spent between 6-10% of revenue on marketing, aligning more closely with successful firms in other sectors. 3. Choose Marketing Tactics that Match Your Strengths One of Kitces' key recommendations is for advisors to pick marketing channels that fit their personal skills and interests. Advisors who enjoy writing might focus on blogging, while those who thrive in front of an audience could explore webinars or... --- - Published: 2024-10-21 - Modified: 2025-08-18 - URL: https://savvyadvisormarketing.com/a-u-m-kitces-on-his-2024-marketing-research-report/ - Categories: AUM Misc., Strategy - Tags: Live@Lunch November 4, 2024 DON'T MISS KALLI & KITCES! In this FPA-sponsored episode of A. U. M. - Ask Us Marketing™, Michael Kitces, creator of the Nerd’s Eye View blog, joins us to unpack his latest 2024 marketing research. Hosted by advisor marketing firm Savvy Advisor Marketing, this episode dives into the marketing tactics that financial advisors are using today, providing exclusive insights on trends like rising client acquisition costs and marketing efficiency. As a leading voice in financial planning, Michael Kitces shares valuable, data-driven strategies that will help advisors fine-tune their marketing efforts for the year ahead. From top tactics to industry challenges, Kitces’ research offers actionable takeaways that are essential for advisors looking to grow. What You’ll Learn: Proven marketing strategies used by successful financial advisors in 2024 How client acquisition costs are shifting and impacting growth Expert tips from the Nerd’s Eye View to improve your marketing results Don’t miss this chance to gain insights directly from Kitces! Tune in and take your marketing to the next level. Download the Report https://youtube. com/watch? v=Nfblcx8Ibdc? feature=share --- - Published: 2024-10-21 - Modified: 2025-08-18 - URL: https://savvyadvisormarketing.com/a-u-m-become-a-video-finfluencer/ - Categories: AUM Misc., Video - Tags: Live@Lunch November 18, 2024 Do you want to amplify your voice as a financial advisor and become a trusted expert in your niche? In this FPA-sponsored episode of A. U. M. - Ask Us Marketing™, hosted by Savvy Advisor Marketing, we’re joined by Laura Garfield, co-founder of Idea Decanter, to explore how you can become a #Finfluencer. Laura will share actionable video marketing strategies tailored to help financial advisors create engaging content, attract the right audience, and build lasting connections with followers. Whether you’re new to video marketing or already creating content, you’ll learn how to optimize your influence, grow your brand, and reach new heights in your advisory business. Get ready to take your marketing efforts to the next level and position yourself as a top financial advisor in your field. https://www. youtube. com/watch? v=CtqBwymLfxc --- - Published: 2024-10-21 - Modified: 2025-06-19 - URL: https://savvyadvisormarketing.com/a-u-m-creating-atomic-content/ - Categories: AUM Misc., Podcast - Tags: Live@Lunch November 25, 2024 In this FPA-sponsored episode of A. U. M. - Ask Us Marketing™, hosted by Kalli Collective, we’re excited to feature Matt Halloran from ProudMouth, discussing the innovative Atomic Content method. Matt breaks down how financial advisors can repurpose long-form content, such as podcasts or videos, into smaller, high-impact pieces to engage their audience across multiple platforms. This strategy allows advisors to maximize their content creation efforts while consistently building credibility and maintaining their brand voice. If you're looking for a way to save time, expand your reach, and keep your marketing efficient, the Atomic Content method is a game-changer. Tune in to learn how to harness the power of your existing content to grow your influence and boost your marketing results. https://www. youtube. com/watch? v=I0VShctin-0 --- - Published: 2024-10-09 - Modified: 2025-07-23 - URL: https://savvyadvisormarketing.com/how-to-build-a-hands-free-referral-program-with-email-automations/ - Categories: Email When we talk about referral strategies for financial advisors, most think in terms of face time, relationship-building, and all the work that goes into nurturing the kind of personal relationships that inspire referrals. That’s just peachy if you have infinite time, but if you’re like most wealth management professionals, you’re already overloaded, especially in your referral program. Michael Kitces’ research team found that 83% of the average cost to acquire a referral was an investment of time. Before you kiss your weekends goodbye in the pursuit of client acquisitions, what if we told you there’s a better way? If your day-to-day life runs like a well-oiled machine thanks to features like subscribe and save options on Amazon, automated bill pay, and recurring calendar reminders, imagine what an automated referral program could do for your firm! Let’s break down the three stages of an effective email referral program so you can grow your AUM without sacrificing your lunch hour.   Stage 1: Remind Is your CRM reaching its full potential, or is it just a glorified address book? If you’re not harnessing the power of automated emails in your referral strategy, you’re sacrificing time and potential new clients. The key is to identify what time is the best for asking for a referral. As a good rule of thumb, mimic your testimonial process. Is your client fresh out of a meeting with you, feeling empowered, safe, and heard? If the odds are good that they’d leave you a stellar review, they’re... --- - Published: 2024-09-28 - Modified: 2025-07-23 - URL: https://savvyadvisormarketing.com/from-cold-calling-to-content-how-financial-advisors-can-market-smarter-in-2025/ - Categories: Content, Strategy - Tags: Strategy Once upon a time, advisors stood out by cold calling, then through seminars, and later by hosting events. Today, the game has changed entirely. COVID-19 was the turning point—remote meetings have redefined how prospects look for advisors, making it possible to work with anyone, anywhere. Kalli explained how this shift complicates client referrals: now, potential clients can compare countless advisors online. You’re no longer competing just with the advisor next door; you’re up against a whole digital ocean of them. From Cold Calling to Content: How Financial Advisors Can Market Smarter in 2025 https://www. youtube. com/watch? v=hkypNdUDTzEIntroduction: From the Experts This blog is inspired by Kalli's recent panel session, "Marketing by Experts," at Bob Veres' Insider's Forum. Kalli shared the stage with industry peers to discuss how financial advisors can stay ahead in an evolving marketing landscape. Here, we highlight her key insights on how to move beyond outdated tactics and create a data-driven, relationship-focused marketing strategy. The Evolution of Advisor Marketing: Are You Keeping Up? Once upon a time, advisors stood out by cold calling, then through seminars, and later by hosting events. Today, the game has changed entirely. COVID-19 was the turning point—remote meetings have redefined how prospects look for advisors, making it possible to work with anyone, anywhere. Kalli explained how this shift complicates client referrals: now, potential clients can compare countless advisors online. You’re no longer competing just with the advisor next door; you’re up against a whole digital ocean of them. To succeed in this vast landscape, it’s not just about being visible—it’s about establishing social proof. You need to present yourself as the advisor prospects want to call, not just the one they’ve been referred to. The Three Essentials of a Successful Marketing Strategy In her talk, Kalli laid out a foundational principle for marketing success: your strategy needs to rest on three pillars. Let’s break them down. Audience Awareness"Who is your audience? " You need to define this clearly. Whether you’re trying to... --- - Published: 2024-09-16 - Modified: 2025-06-19 - URL: https://savvyadvisormarketing.com/a-u-m-repurposing-your-podcast-content/ - Categories: Content, Podcast - Tags: Live@Lunch 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 Sarah Hopkinson, founder of CopyHop. Learn her expert strategies for repurposing podcast episodes into high-value content like articles, email series, and social posts. Whether you're looking to expand your reach or save time, Sarah’s approach will help you unlock hidden potential in your existing podcast archive. https://www. youtube. com/watch? v=U-p4OpFoA0s --- - Published: 2024-09-11 - Modified: 2025-07-23 - URL: https://savvyadvisormarketing.com/how-to-leverage-earned-media-for-more-referrals/ - Categories: Press, Strategy There’s a reason why earned media for financial advisors is like hitting the jackpot. Imagine getting your story, expertise, and name in front of a much bigger audience, say, everyone who tunes in to the local news or subscribes to Bloomberg. What if you could get that kind of exposure for free? There’s a reason why earned media for financial advisors is like hitting the jackpot. Imagine getting your story, expertise, and name in front of a much bigger audience, say, everyone who tunes in to the local news or subscribes to Bloomberg. What if you could get that kind of exposure for free? Earned media acts as a 3rd party stamp of approval for your firm, generating more referrals while boosting existing referrals. Think about it: are you going to go with the plumber who your friend recommended? Probably. Now what about if your friend recommends the same plumber who was just interviewed on your favorite home renovations podcast, or you see that plumber listed in a best local businesses feature? That “probably” just upgraded to “definitely. ” The more external sources toot your horn for you, the more credible you become in the eyes of your prospects. However, it’s not enough to leave your PR to others. If you want it to really go the distance and improve your referability, you need to share what others are saying about you. Let’s dig into how financial advisors can get earned media and learn how to leverage PR for maximum volume. What Is Earned Media, and How Do You Get It? Did you pay for that shoutout, promo, or feature? Then it isn’t earned media. Earned media is, by nature, a vote of confidence in your credibility by someone independent of your firm. Its organic nature is what makes it valuable to... --- - Published: 2024-09-09 - Modified: 2025-08-18 - URL: https://savvyadvisormarketing.com/a-u-m-6-week-blueprint-to-writing-and-publishing-a-book/ - Categories: AUM Misc. - Tags: Live@Lunch Ready to make your expertise work for you? In this FPA-sponsored A. U. M. - Ask Us Marketing™ episode, hosted by advisor marketing firm Savvy Advisor Marketing, you’ll learn how to transform your knowledge into one of the most powerful marketing tools: a published book. Our guest, Paul McManus, will reveal his 6-week blueprint designed specifically for financial advisors to write and publish a book that attracts ideal clients and boosts AUM. Discover how this method can set you apart from the competition and fit into your busy schedule. --- - Published: 2024-09-03 - Modified: 2025-06-19 - URL: https://savvyadvisormarketing.com/a-u-m-event-essentials-for-advisors/ - Categories: Event - Tags: Live@Lunch 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 take to create an event that leaves a lasting impression? In the latest episode of Kalli Collective’s A. U. M. - Ask Us Marketing™ live stream, sponsored by the Financial Planning Association (FPA), we sit down with Angela and Elyse from Event Advisors to discuss the essentials of event planning for financial advisors. From selecting the right venue to crafting an engaging agenda, Angela and Elyse share their insider tips on how to plan, execute, and follow up on events that resonate with your audience and boost your brand. Throughout the episode, Angela and Elyse dive into the key components that make an event successful, including how to tailor your event to your target audience and ensure a seamless experience from start to finish. Whether you're planning a small, intimate gathering or a large-scale seminar, this episode is packed with valuable insights to help you maximize your event’s impact. Don’t miss this opportunity to learn from the experts and elevate your event strategy! https://www. youtube. com/watch? v=fDa54QDkPN8 --- - Published: 2024-08-26 - Modified: 2024-09-16 - URL: https://savvyadvisormarketing.com/a-u-m-testimonial-regulations/ - Categories: AUM Misc. - Tags: Live@Lunch Navigating the complexities of marketing regulations is a critical challenge for financial advisors, especially in light of the SEC’s updated marketing rules introduced in 2022. These new regulations have opened the door for advisors to use testimonials, endorsements, and other client feedback in their marketing strategies—an opportunity that was previously off-limits. But with this new freedom comes a host of legal considerations. In the latest episode of Kalli Collective’s A. U. M. - Ask Us Marketing™ live stream, sponsored by the Financial Planning Association (FPA), we sit down with legal expert Andrew Shedlock, J. D. , from Kutak Rock, to discuss what these changes mean for your practice and how to leverage them without running afoul of FINRA or the SEC. Andrew brings his extensive experience in securities law to the conversation, offering clear and actionable advice on how advisors can confidently incorporate testimonials into their marketing while staying compliant. He breaks down the legal nuances of the 2022 SEC updates, providing practical tips on what you can and cannot do when it comes to client endorsements. Whether you’re considering using testimonials for the first time or looking to refine your approach in light of the new rules, this episode is a must-watch. Join us to get the expert insights you need to market your advisory practice effectively and legally. https://youtube. com/watch? v=/XBgTPaQ6dBI? feature=share --- - Published: 2024-08-19 - Modified: 2024-09-11 - URL: https://savvyadvisormarketing.com/a-u-m-creating-a-marketable-advisor-process/ - Categories: AUM Misc. - Tags: Live@Lunch Standing out as a financial advisor requires more than just offering excellent service—it’s about effectively marketing your unique process. In the latest episode of Kalli Collective’s FPA sponsored A. U. M. - Ask Us Marketing™ live stream, we sit down with industry thought leader Duncan MacPherson, CEO of Pareto Systems, to explore how financial advisors can differentiate themselves by marketing their process. Duncan shares actionable insights on how to clearly articulate the value of your process to clients, turning your advisory practice into a well-oiled machine that not only attracts new clients but also deepens relationships with existing ones. Throughout this engaging conversation, Duncan and Kalli delve into strategies that help you shift from selling products to promoting a proven, repeatable process that clients can trust. Whether you're looking to refine your value proposition, enhance client communication, or simply elevate your marketing game, this episode is packed with expert advice tailored to the needs of today’s financial advisors. Don’t miss out on this opportunity to learn how to make your process your strongest marketing asset. https://www. youtube. com/watch? v=d0cUJMXfgwg? si=z5J --- - Published: 2024-08-07 - Modified: 2025-07-23 - URL: https://savvyadvisormarketing.com/the-3-things-your-website-needs-if-you-want-to-convert-referrals/ - Categories: Strategy, Website Let’s say you have the world’s best clients. . If this is the case, lucky you! But all of those referrals from raving fans don’t translate into new client acquisitions. What gives? Let’s say you have the world’s best clients. They love you, and they can’t stop, won't stop telling all of their friends and family about how much easier their lives are with you as their financial planner. If this is the case, lucky you! But all of those referrals from raving fans don’t translate into new client acquisitions. What gives? Unfortunately, your hat isn’t the only one in the ring. Matt Cress, former Head of Advisor Services with AdvisorEngine, reported that research found 66% of financial advisors’ prospects became prospects thanks to a referral, but on average, they received 2. 6 different advisor referrals. So how did those prospects narrow down their choice? With some good, old-fashioned Google searching . That same research found that prospects who were referred ultimately made their decision after looking up each advisor’s company website. On top of that, the remaining 34% of prospects who weren’t referred found an advisor in the same way– by typing in things like “financial advisor near me. ”Let’s recap: having the best referral in the world doesn’t convert a prospect. It’s your website that seals the deal, not only for referrals but for organic prospects as well. So you may be wondering, “Is my website referral-friendly? ” We’re glad you asked. Here are the three things your website needs in order to convert referrals. 1. Your “Process” PagePut yourself in a prospective client’s shoes. Why are they looking for an advisor? You already know that most new clients decide... --- - Published: 2024-08-01 - Modified: 2024-10-01 - URL: https://savvyadvisormarketing.com/highlight-that-thing-you-do/ - Categories: Content, Social Media, Strategy, Website BY THE NUMBERSA survey of 2,000 advisors revealed that 25-45% spend their time talking to clients about NON-FINANCIAL issues. One third of advisors say that a client has told them a secret that nobody else knows. 36% of high earners are living paycheck to paycheck. FACTSYour target audience wants to feel safe with their financial advisor. They want you to listen and be empathetic. It's difficult to open up about money to someone, especially someone you don't know. Once they break the barrier on the money topic, the floodgates open. TAKE HOME TIPSMake sure your website and content say "you're safe to talk about your problems and share your fears with me. "Express how you help someone who's messed up and feels like they'll never get their finances in order. Exemplify how you listen, care, and empathize. Post Boldly Look at you and your savvy social accounts! All it takes to win more referrals through social media is hitting a few right notes, and your bench-warming days are over. We know content creation isn’t for everyone, which is why we host industry experts every week on A. U. M. - Ask Us Marketing™ live, sponsored by the FPA. Check out our library of resources to help you master everything from Google ads to Podcasting. And, of course, if DIY just isn’t in the books, you know where to find us! --- - Published: 2024-07-26 - Modified: 2024-08-19 - URL: https://savvyadvisormarketing.com/a-u-m-identifying-and-combating-online-security-threats/ - Categories: AUM Misc., Strategy - Tags: Live@Lunch Noon, Central Monday, 08-26-24 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. https://youtube. com/watch? v=/kXRUsPqiqKI? feature=share --- - Published: 2024-07-19 - Modified: 2024-08-19 - URL: https://savvyadvisormarketing.com/a-u-m-building-a-brand-around-personal-passions/ - Categories: AUM Misc., Strategy - Tags: Live@Lunch Noon, Central Monday, 08-19-24 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. https://youtube. com/watch? v=/PfdK5b43EiQ? feature=share --- - Published: 2024-07-12 - Modified: 2025-06-19 - URL: https://savvyadvisormarketing.com/a-u-m-establish-influence-through-book-publishing/ - Categories: AUM Misc., Press - Tags: Live@Lunch Noon, Central Monday, 08-05-24 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. https://youtube. com/watch? v=/x3mrguIVnBo? feature=share --- - Published: 2024-07-12 - Modified: 2025-06-19 - URL: https://savvyadvisormarketing.com/a-u-m-market-yourself-on-prospect-calls/ - Categories: AUM Misc. - Tags: Live@Lunch Noon, Central Monday, 08-12-24 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. https://www. youtube. com/watch? v=x3mrguIVnBo --- - Published: 2024-07-10 - Modified: 2024-10-01 - URL: https://savvyadvisormarketing.com/how-to-win-more-referrals-through-social-media/ - Categories: Content, Social Media, Strategy, Website Are you a wallflower when it comes to referrals? Join the ranks. Are you a wallflower when it comes to referrals? Join the ranks. A survey from Absolute Engagement and the Investments and Wealth Institute found that while 90% of clients are committed to their financial advisor, only 35% have made a referral. Talk about getting sidelined! There are a lot of strategies that wealth management firms can employ to boost those referral numbers (like email and long-form content), but this time around, we’re focusing on the realm of likes, follows, and hashtags: social media. If you want to use Facebook, Linkedin, Twitter, or Instagram to get yourself an invite to the referral party, you need to make sure your virtual audience knows you exist, you need to be worth inviting, and you have to move in the right circles. So how do you do that? We’re glad you asked! Step 1: Be the Talk of the TownIf you want to get more referrals via social media, the first thing you need to do is boost your visibility. If your social media presence is lackluster and/or visually confusing, your clients aren’t likely to share anything you post with their friends and family. Get them talking with professional, clearly branded content that is regularly posted. Take a look at your existing social media feeds. Does it look visually appealing and cohesive? We eat with our eyes, and getting clients to bite when it comes time to make a referral is no different. Are your brand’s colors, logo, style, and values easily apparent? If... --- - Published: 2024-06-28 - Modified: 2025-06-19 - URL: https://savvyadvisormarketing.com/a-u-m-growing-your-aum-via-your-podcast/ - Categories: Content, Podcast - Tags: Live@Lunch Noon, Central Monday, 7-29-24 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. https://youtube. com/watch? v=/-z6-BSuwji0? feature=share --- - Published: 2024-06-21 - Modified: 2024-07-15 - URL: https://savvyadvisormarketing.com/a-u-m-how-to-conquer-linkedin/ - Categories: AUM Misc., Strategy - Tags: Live@Lunch Noon, Central Monday, 7-22-24 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. https://youtube. com/watch? v=/p9wroDYshOk? feature=share --- - Published: 2024-06-18 - Modified: 2024-07-08 - URL: https://savvyadvisormarketing.com/a-u-m-improve-your-sales-and-win-more-clients-2/ - Categories: AUM Misc., Strategy - Tags: Live@Lunch Noon, Central Monday, 7-15-24 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. https://youtube. com/watch? v=/nqQxbjkeUno? feature=share --- - Published: 2024-06-16 - Modified: 2025-06-19 - URL: https://savvyadvisormarketing.com/a-u-m-how-to-be-a-podcast-guest/ - Categories: AUM Misc., Podcast - Tags: Live@Lunch Noon, Central Monday, 7-08-24 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. https://youtube. com/watch? v=rks_ep2salA? feature=share --- - Published: 2024-06-14 - Modified: 2024-07-01 - URL: https://savvyadvisormarketing.com/a-u-m-grow-your-online-reputation-with-testimonials/ - Categories: AUM Misc., Strategy - Tags: Live@Lunch Noon, Central Monday, 7-01-24 When you realize that 90% of consumers read reviews before committing to a purchase, the value of creating and implementing a testimonial process is obvious. But since we’re only four years out from the SEC allowing advisors to share testimonials, navigating the regulations can be tricky. How and where can you share client reviews? And how do you collect those reviews in the first place? Andrew Johnson of TestimonialiQ joins Kalli for another exciting episode of Ask Us Marketing, sponsored by the FPA, as they talk about how you can navigate regulations and use reviews to help your firm rise to the top of search engine results. https://youtube. com/watch? v=/hH5cQMFtQTY? feature=share --- - Published: 2024-06-12 - Modified: 2025-08-18 - URL: https://savvyadvisormarketing.com/how-to-blog-and-vlog-your-way-to-more-referrals/ - Categories: Content, Strategy, Website Hear us out: yes, blogs and videos both take time to create upfront, but the ROI is well worth it for financial advisors. Referrals have long been the heavy hitter for advisors seeking to grow their practice. After all, getting your existing clients to spread the word and bring strong leads to you is arguably one of the best ways to work smarter, not harder at increasing your AUM. No one is arguing the “why”, but the “how” can be where things get sticky. We’ve already taken a bird's-eye view of the power of marketing in your referral strategy, and we’ve talked about how to bolster referrals through email strategies, so it’s high time we look at two of the best ways for you to establish value with clients and prospects alike: blogs and videos. Blogging and Vlogging Sound Like Too Much Work...   Before you hightail it outta here (because it’s hard to decide which you have less of, time to write a blog, or the confidence to record a video), hear us out: yes, blogs and videos both take time to create upfront, but the ROI is well worth it. They’re handy tools for providing free, educational resources to your clients, those on the fence, and people who have no idea who you are or really what financial planning is, but know how to conduct a Google search. And, unlike a promotional mailer or a cold call, they’re easily shared with multiple people at the click of a button. Make a video series on budgeting basics, and your clients can share it with their friends, kids, and grandkids at the click... --- - Published: 2024-05-31 - Modified: 2024-06-17 - URL: https://savvyadvisormarketing.com/a-u-m-conquering-copywriting/ - Categories: AUM Misc., Content - Tags: Live@Lunch Noon, Central Monday, 6-24-24 Unfortunately for most financial advisors, engaging copy makes for a much better siren song than a spreadsheet. Every social media post you make, email you send, and blog you write is either drawing a crowd or sending prospects to your competitors. But your specialties are navigating the numbers and having the intuition to speak into your clients’ financial dreams and fears. Do you really have to go out and get a BA in English just to maintain your edge and win new clients? Not with these tips from Derek Pollard in your back pocket. This poet, editor, literary critic, and founder of Constellar Creative joins us on A. U. M. ™ to share his copywriting tips for making your marketing sing thanks to prose worthy of the pros. https://youtube. com/watch? v=U2n5h9ysn3U? feature=share --- - Published: 2024-05-28 - Modified: 2024-06-11 - URL: https://savvyadvisormarketing.com/a-u-m-grow-with-google-reviews/ - Categories: AUM Misc. - Tags: Live@Lunch Noon, Central Monday, 6-17-24 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. https://youtube. com/watch? v=Ua06R6DAK4w? feature=share --- - Published: 2024-05-17 - Modified: 2024-06-10 - URL: https://savvyadvisormarketing.com/a-u-m-connect-on-a-deeper-level-with-behavioral-finance/ - Categories: AUM Misc. - Tags: Live@Lunch Noon, Central Monday, 6-10-24 There are few things more disappointing than watching your clients ignore your advice. But what if you could dig underneath that “Oh, I changed my mind” and get to the root of what drives their financial decisions? On this episode of A. U. M. ™ sponsored by the FPA, we’re talking about how to be the kind of advisor who clients really open up to, and how you can use that trust to provide financial strategies that reflect their core values and beliefs. Join us as we talk about the power of relational marketing and behavioral finance with Katie Braden of C&J Innovations. https://youtube. com/watch? v=AZ73uyLIpzA? feature=share --- - Published: 2024-05-13 - Modified: 2025-06-19 - URL: https://savvyadvisormarketing.com/a-u-m-getting-started-podcast-needs/ - Categories: Podcast, Video June 3, 2024 Noon, Central Are you starting a financial planning podcast? Time for a mic check. You’ve got engaging tips for wealth management, accreditation, and an advisory firm. But, back to that mic check– do you have the right equipment? Looking and sounding like a pro is key to keeping and growing your audience, and, in turn, your business. We’re going through a pro’s checklist with Justin Peters of SimplePod Studios in this episode of A. U. M. ™, brought to you by the FPA. https://www. youtube. com/watch? v=E2Xy3YZsatc --- - Published: 2024-05-13 - Modified: 2025-07-23 - URL: https://savvyadvisormarketing.com/3-ways-to-hook-referrals-through-email-marketing/ - Categories: Email, Strategy Searching for referrals can be a lot like going fishing. You start out with high hopes and an empty cooler, choose the right spot, the right bait, and sit back to watch and wait. Except with fishing, if you come up empty, chances are you won’t go hungry. With referrals, not so much. They don’t exactly hand those out at the drive-through. And when it comes to email marketing, the odds of getting left unread are pretty high, with open rates in the financial planning industry hovering around 27%. So how can advisors combine two notoriously difficult marketing tactics (referrals and emails) and get better results? Let’s look at three ways to increase referrals through email marketing for financial advisors. #1 Fish for Your Favorites Generating referrals is a big task. Where do you start? Instead of just trying to get more, get specific. Who is your ideal referral? Or, better yet, wouldn’t it be great if you could just clone your favorite clients? With the right referral strategy and implementing segmented marketing into your email tactics, you can get pretty close. Think about your best clients, the ones who fit your niche. What brought them into your office? As Ross Marino, Founder of Advisor2x points out, “For someone to say, ‘I need to speak with a financial advisor, financial planner, I need help with something,’ there is a trigger there nobody woke up and said, ‘I need a comprehensive financial plan today! ’” Was it a late-life career move... --- - Published: 2024-05-01 - Modified: 2025-06-14 - URL: https://savvyadvisormarketing.com/a-u-m-how-to-teach-your-clients-children-about-building-wealth/ - Categories: AUM Misc., Video May 20, 2024 Noon, Central How ecstatic would your clients and your clients' children be if you could help them get a degree from college with little to no debt? Yeah, we thought so. Well, that's exactly what we're going to be talking to Nia Grant about in this A. U. M. - Ask Us Marketing™ episode brought to you by the FPA. Nia received $1,000,000 (yep, that's the right amount of zeros) in grants and scholarships towards college and now she's making it her mission to teach others how to get cash for, during, and after college. And, did we mention she is shining bright light of joy? If you're strategizing how to connect with the next generation of investors, then this is the episode for you! https://www. youtube. com/watch? v=voL028Q_kMo --- > It’s a vital piece in guiding your clients’ decision-making. You can’t coach someone you don’t understand, and you can’t understand your clients without behavioral finance. - Published: 2024-04-24 - Modified: 2024-10-01 - URL: https://savvyadvisormarketing.com/the-yin-and-yang-of-marketing-and-referrals-for-advisor-growth-strategies/ - Categories: Strategy, Content - Tags: Content, Strategy A solid referral strategy is a tried and true growth tactic. But what if asking for referrals isn’t enough? Let’s talk about growing your firm. What’s your number one priority when trying to reach your NNA? If you think like most advisors, a good, old-fashioned referral is the first tool you reach for. And you’ve got good reason to! A solid referral strategy is a tried and true tactic for growth (just ask Bill Cates, the referral coach himself, or watch our interview with him here). But what if asking for referrals isn’t enough? As Michael Kitces points out, despite the fact that 49% of advisors prioritize referrals as part of their growth strategy, passive referrals are actually their primary source of client acquisition. So if the referrals you’re seeking out are doing less for your bottom line than random walk-ins are, we have to conclude that your referral strategy is missing an ingredient that can help it be more effective. A Dynamic Duo The Lone Ranger without Tonto is almost as sad as a referral strategy that leaves marketing out of the mix. Neglecting a marketing strategy is like inviting prospects to dive into your company, and giving them a diving board without a pool– they’ve got no place to land, so why would they bother making the jump? A well-defined marketing plan encourages more clients to refer in the first place and creates a welcoming environment for those referrals. Let’s look at how a few different marketing tactics can make sure the water is warm for newcomers. Look Referral-Worthy If wealth management is built on client-advisor relationships,... --- - Published: 2024-04-22 - Modified: 2024-05-01 - URL: https://savvyadvisormarketing.com/a-u-m-how-to-maximize-the-impact-of-pr-and-gain-more-earned-media/ - Categories: AUM Misc., Press May 6, 2024 Noon, Central A. U. M. ™ - How to Maximize the Impact of PR (AND Gain More Earned Media) Let's talk about how you can generate buzz, increase brand awareness, and secure valuable media coverage with the combined efforts of public relations & marketing. Join us for an insightful live stream session with Alana Kohl of AdvisorPR where we delve into the strategies and tactics to maximize the impact of your public relations efforts and gain more earned media brought to you by the FPA. This A. U. M. ™ will provide valuable insights, practical tips, and real-world examples to help you effectively leverage PR to achieve your business goals. From crafting compelling pitches to building strong media relationships and leveraging digital platforms, we'll cover everything you need to know to take your PR game to the next level and drive meaningful results for your organization! https://www. youtube. com/watch? v=OSjW3YcIycA Watch the other aum live streams --- - Published: 2024-04-22 - Modified: 2024-05-17 - URL: https://savvyadvisormarketing.com/a-u-m-perfecting-your-video-prospect-pipeline/ - Categories: AUM Misc., Video May 13, 2024 Noon, Central Join us as we talk with Kitces Marketing Summit speaker, Nate Hoskin of Hoskin Capital. We'll be digging into Nate's short-form video prospect process which has led to an average of 3 inbound discovery meetings per week and an impressive 90% close ratio. Learn firsthand from Nate's expertise as he shares strategies to create a consistent prospect pipeline in under 3 hours per week. Don't miss this opportunity sponsored by the FPA to enhance your marketing skills and elevate your business! https://www. youtube. com/watch? v=d5YK0bf6llc? feature=share --- > It’s a vital piece in guiding your clients’ decision-making. You can’t coach someone you don’t understand, and you can’t understand your clients without behavioral finance. - Published: 2024-04-09 - Modified: 2024-10-01 - URL: https://savvyadvisormarketing.com/tax-season-the-best-time-of-year-for-your-marketing/ - Categories: Republished Article - Tags: FPA April is a noisy month for clients, but you can show added value by helping them keep their focus. Tax Season: The Best Time of Year for Your Marketing? As Margaret Mitchell noted in “Gone with the Wind, “Death, taxes, and childbirth! There’s never any convenient time for any of them. ” While your inbox may be in wholehearted agreement and straining under the weight of client questions, there are few, if any marketing opportunities that are as ripe for financial advisors. Sure, you’re an advisor, not an accountant. But, while not all of your clients have over 20M in assets or are referring all of their friends and family members to you, you can bet every single client and prospect you encounter has to deal with taxes. Consider tax season the great equalizer and the ideal opportunity for you to grow your firm through strategic marketing. Read the full article here. --- - Published: 2024-04-08 - Modified: 2024-04-08 - URL: https://savvyadvisormarketing.com/a-u-m-how-advisors-can-legally-protect-themselves-when-using-ai/ - Categories: AUM Misc., Strategy April 29, 2024 Noon, Central A. U. M. ™ - How Advisors Can Legally Protect Themselves When Using AI Are you leaving yourself open to lawsuits by using Chat GPT and other AI platforms? Learn the processes you need to implement to legally protect yourself. In this A. U. M. ™ episode brought to you by the FPA Kalli talks with Andrew Shedlock of Kutak Rock LLP. Andrew focuses on representing broker/dealers, Registered Investment Advisors (“RIAs”), financial planners, CFPs®, financial advisors, and other financial institutions and professionals in litigation, arbitration, defense of regulatory enforcement actions, general regulatory and compliance matters, broker and advisor transition matters, guiding and counseling advisors and brokers going independent through all stages of the process, and buy/sell transactions (whether larger or smaller transactions). This is one area that you want to learn from others' mistakes, and not your own. https://www. youtube. com/watch? v=4ffeQSf5UcU Watch the other aum live streams --- - Published: 2024-04-01 - Modified: 2025-06-19 - URL: https://savvyadvisormarketing.com/a-u-m-implementing-human-first-financial-guidance/ - Categories: Strategy April 22, 2024 Noon, Central A. U. M. ™ - Implementing Human-First Financial Guidance® Nobody wants to feel like a number or a formula. So what if your advisory services could become a catalyst for deeper connections instead of pigeonholing your client's needs into calculations? That’s exactly what Ross Marino from Advisor 2X has been on a mission to do through his holistic, human-first approach to wealth management. Kalli sat down with him in this A. U. M. ™ episode brought to you by the FPA to learn about the mindset shift that’s making waves in the advisory community and turning clients into their advisors’ number-one fans. https://www. youtube. com/watch? v=AUlIJT7GJd0 Watch the other aum live streams --- - Published: 2024-03-26 - Modified: 2025-06-19 - URL: https://savvyadvisormarketing.com/a-u-m-lifestyle-marketing/ - Categories: Content April 15, 2024 Noon, Central A. U. M. ™ - Lifestyle Marketing Why do your clients hire you? Is it for the service you provide or for the opportunity to live the life they want? In this A. U. M. ™ episode brought to you by the FPA, Kalli talks with Kim Skermer about the impact of lifestyle marketing, how it can transform your brand identity, and how it can bring prospects knocking. https://www. youtube. com/watch? v=k5udgo5Tprk Watch the other aum live streams --- - Published: 2024-03-18 - Modified: 2024-03-18 - URL: https://savvyadvisormarketing.com/a-u-m-how-clients-interact-with-financial-technology/ - Categories: AUM Misc. April 8, 2024 Noon, Central A. U. M. ™ - How Clients Interact with Financial Technology How important is your financial technology? Does it really make a difference to your clients? Should you be investing in additional apps and software? Find out in this informative A. U. M. ™ episode brought to you by the FPA! Kalli talks with Emily Koochel, Ph. D. , AFC®, CFT- I™, and Connor Sung from e-Money on their recent research on how technology transforms client outcomes. Learn how you can improve your clients' ratings of your firm in the following areas: motivation, communication, financial anxiety, trust, referrals, satisfaction, and loyalty. https://www. youtube. com/watch? v=TwVNvlnnGtQ Watch the other aum live streams --- - Published: 2024-03-13 - Modified: 2024-10-01 - URL: https://savvyadvisormarketing.com/7-ways-that-giving-back-can-elevate-your-advisory-practice/ - Categories: Strategy - Tags: Content, Strategy Marketing trends for financial advisors shift quickly. Today maybe it’s reels or podcasts, tomorrow maybe it’s TikTok dances while you slide through budgeting basics. But weaving the thread of philanthropy into the fabric of your practice has become more than just a trend—it's a strategic imperative. Imagine not just advising on financial matters, but also fostering a sense of purpose and community with your clients. One thing is for sure: how you market matters just as much as what you market, and giving back isn’t a “here one day, gone the next” trend for do-gooders. It’s a powerful way to increase your impact and your client connections. Let’s look at seven ways for financial advisors to incorporate charitable giving into their marketing endeavors, transforming transactions into meaningful relationships. Authentic Alignment: Discover Your “Why”Begin your journey by delving into the core of your values. Unearth the "why" behind your desire to engage in philanthropy. Authenticity is the cornerstone of successful integration, and when your commitment to a cause is genuine, it becomes a powerful storytelling tool that resonates with your audience. Personal Narratives: Transform Causes into StoriesThere’s a reason why many non-profits incorporate testimonials into their marketing. Move beyond the abstract nature of charitable causes by sharing your or your team’s connection to a cause. Whether it's your participation in events like the Walk to End Alzheimer's or unique experiences related to your chosen cause, storytelling humanizes your engagement. Your clients aren't just spectators; they become part of a shared experience,... --- - Published: 2024-03-11 - Modified: 2024-03-18 - URL: https://savvyadvisormarketing.com/a-u-m-creating-a-testimonial-process/ - Categories: AUM Misc. April 1, 2024 Noon, Central A. U. M. ™ - Creating a Testimonial Process 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. https://www. youtube. com/watch? v=kHRxY25UcZk Watch the other aum live streams --- - Published: 2024-03-04 - Modified: 2024-03-18 - URL: https://savvyadvisormarketing.com/a-u-m-implementing-referral-methods-into-your-marketing/ - Categories: AUM Misc. March 25, 2024 Noon, Central A. U. M. ™ - Implementing Referral Methods into Your Marketing Referrals remain one of the top growth strategies for many financial advisors. If you're wondering if you're missing out on referrals because you're focusing on other marketing strategies, then this episode is for you. Join us as we talk with Bill Cates about how to make your marketing referral-friendly in this A. U. M. ™ episode brought to you by the FPA. https://www. youtube. com/watch? v=zaHl0k584Jg Watch the other aum live streams --- - Published: 2024-02-27 - Modified: 2024-03-18 - URL: https://savvyadvisormarketing.com/a-u-m-improve-your-sales-and-win-more-clients/ - Categories: AUM Misc. Rescheduling Improve Your Sales and Win More Clients 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. Watch the other aum live streams --- - Published: 2024-02-13 - Modified: 2024-10-01 - URL: https://savvyadvisormarketing.com/navigating-the-path-to-recognition-a-guide-for-financial-advisors-on-winning-awards/ - Categories: Content, Strategy - Tags: Content, Strategy In the dynamic world of financial advising, accolades aren’t just badges of approval. As tokens of recognition, they signal your accomplishments, areas of expertise, and commitment to excellence, but beyond that, they send an important message to your clients, prospects, and COIs. Winning awards, and which awards you win, can redefine your position within the industry and act as a key component in your marketing strategy. For financial advisors looking to start or add to their awards collection, we’ve compiled a roadmap tailor-made for the industry. Don’t Wing ItYou may be a financial advisor with years of experience under your belt, but that doesn’t mean winning awards will be a cakewalk. The world of accolades for financial advisors is complicated, requiring dedicated time to understand the intricacies of the nomination process. Stay ahead of the curve by researching and adopting a proactive strategy to make sure you don’t miss a deadline or miss the mark with your application. Tailor Triumphs to Your JourneyOne size doesn’t fit all. For example, seasoned advisors managing a substantial $250 million in Assets Under Management (AUM) should seek award nominations that reflect their unique expertise. Beyond conventional metrics, pursue recognitions that resonate with your specific growth trajectory and fit your proudest or most noteworthy career accomplishments. Hometown HeroDon't underestimate the significance of regional and local awards, such as the esteemed "40 under 40. " Use your awards strategy to craft your narrative in a way that highlights the challenges you've overcome and resonates with your... --- - Published: 2024-02-09 - Modified: 2024-03-18 - URL: https://savvyadvisormarketing.com/a-u-m-talk-to-clients-how-they-want-with-disc/ - Categories: AUM Misc. March 11, 2024 Noon, Central A. U. M. ™ - Talk to Clients How They Want with DiSC When you’re in the world of financial advising, knowing how to communicate intuitively can be the difference between hitting it off with your clients and closing shop. What if there was a tool to help you understand people at a deeper level and leverage that knowledge to build better client relationships? Joining us for this episode of Ask Us Marketing are Patty Kreamer and Michelle R. Donovan, from Productivity Uncorked who specialize in helping financial advisors communicate more effectively. We’re talking all about DiSC, the decoder of human behavior, and the key to unlocking more effective communication. https://youtube. com/embed/qgDwPYnjQ8I Watch the other aum live streams --- - Published: 2024-02-06 - Modified: 2025-06-19 - URL: https://savvyadvisormarketing.com/a-u-m-how-to-build-a-business-empire-from-your-podcast/ - Categories: Podcast March 4, 2024 Noon, Central How to Build a Business Empire from Your Podcast Recording and publishing a podcast is one thing, but how do you take your podcast to the next level? As more and more financial advisors understand and capitalize on the popularity of podcasting, it’s crucial to know how to make yours stand out and use it to broadcast your brand. In this episode of A. U. M. ™, Kalli talks with Joe Saul-Sehy, creator and co-host of The Stacking Benjamins Show, two-time winner of the Plutus Best Podcast Award and was named 2023 Best Personal Finance podcast by Bankrate. com. Joe went from financial advisor to full-time podcaster. He’s been where you are, and we’re going to talk about how he got to where he is now - as one of the most listened-to podcasts in the personal finance sphere with over 6k subscribers on YouTube alone and 9k newsletter subscribers. https://youtube. com/embed/GYa9S-j9AsE Watch the other aum live streams --- - Published: 2024-01-29 - Modified: 2025-06-19 - URL: https://savvyadvisormarketing.com/a-u-m-podcasting-best-practices/ - Categories: Podcast February 26, 2024 Noon, Central Podcasting Best Practices If you’re anywhere online, you’ve probably gained the sense that podcasting is the next frontier for financial advisors looking to get in front of their target audience. But if you want to be successful, there’s a lot more work to be done than just hitting “record” and “publish. ” We’re sitting down with Justin Peters, podcasting pro host of “The Struggle Is Real,” and co-founder of SimplePod Studios, to learn how to podcast like a pro. https://www. youtube. com/watch? v=oHnjCSqXBKA Watch the other aum live streams --- - Published: 2024-01-22 - Modified: 2024-03-19 - URL: https://savvyadvisormarketing.com/a-u-m-financial-advisor-marketing-trends/ - Categories: AUM Misc. February 12, 2024 Noon, Central Financial Advisor Marketing Trends Want to be in on the next big thing before it drops? Thanks to Inside Information, you can be! You might not know how to decode the latest TikTok terminology, but you can become fluent in up-and-coming financial advisor marketing trends. Joining Kalli for this episode of Ask Us Marketing™ is Bob Veres, the inside man for all things wealth management marketing. https://www. youtube. com/watch? v=vS_2A-l5xl4 Watch the other aum live streams --- - Published: 2024-01-17 - Modified: 2025-06-19 - URL: https://savvyadvisormarketing.com/a-u-m-marketing-metrics-that-matter/ - Categories: Strategy January 29, 2024 Noon Central Marketing Metrics That Matter how to track the health of your marketing As an advisor, you know your way around numbers. But what about your social media and website metrics? If you want to learn the difference between engagement, impressions, reach, and views, and understand how to interpret all of the data, this episode of A. U. M. ™ is the how-to you’ve been waiting for. Join Kalli as we dive into marketing metrics for financial advisors and discuss adjusting your strategy to reach your growth goals. https://youtube. com/embed/7WUiyprlQcs? f Watch the other aum live streams --- --- ## Products - Published: 2025-07-17 - Modified: 2025-07-17 - URL: https://savvyadvisormarketing.com/product/kevin-bacon-resin-magnet/ - Price: 15.00 USD - Product type: simple - Product categories: Savvy Swag Stick some savvy to your space. This little version of our C.F.P. mascot brings charm to your fridge, filing cabinet, or vision board. Strong hold, stronger personality. Kevin Bacon, but make it magnetic. This hand-poured resin magnet features the unmistakable face of our beloved Cute Fun Pig mascot—ready to class up your fridge, filing cabinet, or any metal surface in need of a little more personality. It’s the same bold, clever style you know and love, now in compact, stick-anywhere form. Hand-poured resin—just like our figurines, but make it fridge-friendly Strong magnet on back; charming pig on front Ideal for gifting, desk flair, or claiming your territory on the office whiteboard Made in our Tennessee shed (where creativity meets humidity), each Kevin Bacon Magnet is one-of-a-kind—just like your marketing. --- - Published: 2025-06-03 - Modified: 2025-06-03 - URL: https://savvyadvisormarketing.com/product/ongoing-scheduler-access-monthly-subscription/ - Price: 25.00 USD - Product type: simple - Product categories: Marketing Support Ongoing access to your personalized podcast promotion scheduler on Monday.com. Stay organized, consistent, and strategic, without reinventing the wheel each episode. Ready to keep the structure going after your 3-month bonus? This subscription keeps your podcast scheduler live and active, so you can: Plan and promote every episode with less stress Track publishing, platforms, and content creation in one place Stay consistent with a proven system used by top advisors Cancel anytime. No long-term commitment—just continued momentum. --- - Published: 2025-06-03 - Modified: 2025-06-03 - URL: https://savvyadvisormarketing.com/product/11-coaching-session-with-kalli/ - Price: 200.00 USD - Product type: simple - Product categories: Marketing Support A 60-minute strategy session with built-in prep and follow-up. Get personalized support on your marketing, messaging, or next big move. Need expert eyes on your marketing? Want clarity on what to say, where to say it, or how to get real traction? This 60-minute strategy session is designed to meet you where you are—whether you're just getting started or trying to scale smarter. This 1:1 strategy session includes: Pre-call prep (I’ll review your site, materials, or questions in advance) A focused 60-minute session, just for you A follow-up summary with key takeaways + next steps We can cover things like: Website messaging and conversion Campaign planning or creative strategy Email marketing, ads, or lead magnets Marketing funnels or automation clean-up Social media that’s actually worth doing It’s your hour. Come with questions, ideas, or overwhelm—we’ll work through it together. You’ll leave with: Action steps Clarity on what works (and what doesn’t) Confidence in your next move Total value: 2 hours of my time, focused on your business. 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We’ll respond to questions via email or chat within 1 business day—so you never feel stuck for long. --- - Published: 2024-08-26 - Modified: 2025-07-20 - URL: https://savvyadvisormarketing.com/product/podcast-promotion-course-coaching/ - Price: 550.00 USD - Product type: simple - Product categories: Courses - Product tags: Podcast Promotion Course Elevate your podcasting game with our Podcast Promotion Coaching package. Get personalized coaching, on-call support, and exclusive tools to streamline your podcast production and amplify your reach. Details below. Take your podcast to the next level with our comprehensive Podcast Promotion Course & Coaching package. Designed for financial advisors and industry professionals, this package provides you with everything you need to streamline your podcasting process and maximize your reach. What’s Included: Step-by-Step Checklist: A detailed checklist covering every stage of your podcast—from planning and producing to publishing and promoting each episode. Ensure nothing falls through the cracks. Expert Video Guides: Access a series of videos that walk you through each critical phase of podcast production, making the process easy to follow and implement. 1:1 Coaching Call: Receive personalized advice during a one-on-one coaching session, tailored specifically to your podcasting goals and challenges. One Month of On-Call Support: Enjoy peace of mind with a month of on-call help. Get your questions answered and obstacles overcome as you navigate the podcasting landscape. Three Months of Access to Our Podcast Production Board: Gain exclusive access to our custom monday. com podcast production board for three months. Manage your episodes efficiently and stay on top of your podcasting schedule like a pro. Whether you're just starting out or looking to refine your podcasting strategy, our Podcast Promotion Coaching package offers the tools, guidance, and support you need to create a podcast that resonates with your audience and builds your brand. https://savvyadvisormarketing. com/wp-content/uploads/2024/08/This-isnt-like-the-others-landscape. mp4 --- - Published: 2024-04-03 - Modified: 2025-05-21 - URL: https://savvyadvisormarketing.com/product/monthly-email-newsletter/ - Price: 500.00 USD - Product type: simple - Product categories: Done For You Services Nurture Relationships with a Personalized Monthly Email Newsletter Professionally Written Flawlessly Designed Header & Footer An Intro Paragraph A Main Topic Highlighted Two Smaller Supplemental Topics We'll create a brand guide and email template during your first month. Every month following, you'll receive an email with a link to a form to pick your topics and upload your personal photos. --- - Published: 2024-03-08 - Modified: 2025-07-17 - URL: https://savvyadvisormarketing.com/product/kevin-bacon-jr/ - Price: 15.00 USD - Product type: simple - Product categories: Savvy Swag A mini version of our iconic mascot. Small in size, big on personality. The perfect desk companion for the savvy and stylish. Small but mighty, Kevin Bacon Jr. is the pint-sized tribute to our iconic mascot, Kevin Bacon. Crafted with care and a good sense of humor, this mini version of our C. F. P. (Cute Fun Pig) is the perfect way to add a little fun to your desk, gift basket, or mood board. Petite, portable, and packed with personality The unofficial sidekick of the Savvy Advisor™ brand Made in a shed where resin flows and branding dreams come true He’s not the Kevin Bacon—but he’s got the same signature smirk and savvy spirit. 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