MENGENAI EPISOD INI
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.
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EPISOD LAIN DALAM PODCAST INI
Brought to you by the Financial Planning Association (FPA) 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 Goodw ...
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 driv ...
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 ...
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 tec ...
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 vi ...
Penafian: Podcast dan karya seni yang dibenamkan pada halaman ini adalah daripada Savvy Advisor Marketing, yang merupakan hak milik pemiliknya dan tidak bergabung dengan atau disokong oleh Listen Notes, Inc.
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