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If your brand and marketing have hit a slump, take a cue from Maria VonTrapp and start from the very beginning. Stepping back to get the big picture in focus often clarifies how and where the details will fall into place. A little recon goes a long way toward making [...]

Behavioral finance studies the psychology influencing people's financial behaviors. Believe it or not, behavioral finance has been around since the 1970s, though it seems to be getting all the buzz in recent years. It's a vital piece in guiding your clients' decision-making. You can't coach someone you don't understand, and [...]

You've put yourself out there. You've established a solid social media presence and are ready to take the financial industry by storm! However, your social media metrics reports come raining in, and all the numbers become blurred. You may wonder, "Is this a good number?" [...]

Perhaps, you're chilled to the bone by the realization that your attempts to market yourself have left you stone cold. Let's face it, as we enter the last month of 2022, your reflections on the past year may have you feeling a bit like the winter blues. [...]

What does color have to do with your marketing? Everything. Learn more about color in part 1 of our three part series. [...]

Having attitude kind of gets a bad rap, and we’re not talking about the musical variety. However, having a positive attitude in your firm can affect those you work with. A recent study showed that more than 80% of employees would be more motivated to work harder if their boss [...]

Your heart begins to race. The hairs on the back of your neck stand up. A shiver runs down your spine. One simple word unleashes your fears… MARKETING. [...]

You have something important to share. You’ve done your research, drafted your thoughts, polished your prose, and hit Send with the anticipation of a child on the night before their birthday party. Yet, there’s no response, no follow-up, and not even so much as a quick one-word reply from your [...]

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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 enough to hit “record”-- you have to make sure your audience sees your podcast and is excited to press play.

Scale your success without increasing your workload by learning how to promote your podcast like a pro.