Did you know that one of the best ways for advisors to get established as trusted experts is to write a book? And while writing a book is a feat in and of itself, getting it noticed is a whole other challenge. That’s where Lauren Cobello, founder and CEO of Leverage with Media PR comes in. Join Kalli for this episode of Ask Us Marketing, as we learn Lauren's proven strategies for getting your book noticed, promoted, and elevated to a bookshelf must-have.

Where is the intersection of mind, soul, and personal finance? Go beyond the numbers this week as we invite Drs. David Dubofsky and Lyle Sussman, co-authors of “Your Total Wealth,” to share the life lessons and financial tips they’ve uncovered throughout their 80 years of combined academic research. We’re plumbing the depths of personal finance to reveal the behavioral, psychological, emotional, and relational aspects of financial planning while learning what it all means for your marketing strategy. Let’s dig into this week’s AUM!

Age may be “just a number,” but it also impacts the financial scenarios your clients face. Want to stay ahead of the curve and make marketing moves that meet your clients where they’re at? In this episode of Ask Us Marketing, we’re interviewing Philipp Hecker, Co-Founder and CEO of Bento Engine, to learn how to market around client milestones like saving for a first home and enrolling in Medicare. Watch to learn how to create a marketing strategy that fits your client's needs in every season! AUM (Ask Us Marketing) is a 30-minute live stream airing every Monday (sans holidays) at noon central, 12 p.m. CST. We delve into a specific marketing topic in each episode. Sometimes it's with an expert in that topic, a planner who has seen success, or FAQ with our team. Never miss an AUM episode! Sign up for our newsletter: https://kallicollective.com/newsletter/ and follow us on YouTube: https://www.youtube.com/@kallicollective/streams

We host A.U.M - Ask Us Marketing on the first Monday of every month. In this episode, we will be talking to David Adams of Adams Wealth Partners about Integrating a Charitable Cause (like Alzheimer's Awareness) into your marketing.

Some things just work well together, like cheese curds and french fries or CPAs and Financial Advisors. In this episode of Ask Us Marketing, Kalli and CA/US wealth and tax specialist Gerry Scott talk about how to get referrals from CPAs. As they say, it’s all about who you know! Never miss an AUM episode! Sign up for our newsletter: https://kallicollective.com/newsletter/ and follow us on YouTube: https://www.youtube.com/@kallicollective/streams -- Kalli Collective is a marketing agency designed from the ground up to help financial planners and wealth management firms build relationships with their target audience through custom content and tailored websites. Let us do the heavy lifting while you enjoy the results. Visit us today at https://www.kallicollective.com/ to find out how we can give your brand a voice.

You’ll want to press play on this episode of Ask Us Marketing! Join Kalli and Ben Lewis, Chief Communications Officer at the Financial Planning Association, to talk about how advisors can spiff up their public image, land interviews, and grow their business. We’re covering the dos and don’ts of public relations, along with the services the FPA offers to advisors. Never miss an AUM episode! Sign up for our newsletter: https://kallicollective.com/newsletter/ and follow us on YouTube: https://www.youtube.com/@kallicollective/streams -- Kalli Collective is a marketing agency designed from the ground up to help financial planners and wealth management firms build relationships with their target audience through custom content and tailored websites. Let us do the heavy lifting while you enjoy the results. Visit us today at https://www.kallicollective.com/ to find out how we can give your brand a voice.

Ready to add some recognition to your site? In this episode of Ask Us Marketing, Kalli and Brian Hart of Flackable talk about how advisors can win awards. Give Grandma something to brag on you about and show prospects why you’re so spectacular– blue ribbon tips coming in hot. Never miss an AUM episode! Sign up for our newsletter: https://kallicollective.com/newsletter/ and follow us on YouTube: https://www.youtube.com/@kallicollective/streams -- Kalli Collective is a marketing agency designed from the ground up to help financial planners and wealth management firms build relationships with their target audience through custom content and tailored websites. Let us do the heavy lifting while you enjoy the results. Visit us today at https://www.kallicollective.com/ to find out how we can give your brand a voice.

Ever wondered about the how-to and why of interviewing your clients? We’ve got you covered in this episode of Ask Us Marketing. Learn how Elyse Stoner and Angela York of Custom Strategic Marketing for Wealth Advisors can get inside the minds of your clients and boost your business. Never miss an AUM episode! Sign up for our newsletter: https://kallicollective.com/newsletter/ and follow us on YouTube: https://www.youtube.com/@kallicollective/streams -- Kalli Collective is a marketing agency designed from the ground up to help financial planners and wealth management firms build relationships with their target audience through custom content and tailored websites. Let us do the heavy lifting while you enjoy the results. Visit us today at https://www.kallicollective.com/ to find out how we can give your brand a voice.

You’ve got the financial know-how but not the engagement. What gives? We sat down with Matt Halloran of ProudMouth to learn why podcasting is the next frontier and how to use it to accelerate your influence. Find your voice and get loud with our latest Ask Us Marketing! Never miss an AUM episode! Sign up for our newsletter: https://kallicollective.com/newsletter/ and follow us on YouTube: https://www.youtube.com/@kallicollective/streams -- Kalli Collective is a marketing agency designed from the ground up to help financial planners and wealth management firms build relationships with their target audience through custom content and tailored websites. Let us do the heavy lifting while you enjoy the results. Visit us today at https://www.kallicollective.com/ to find out how we can give your brand a voice.

Are you planning to work forever? We caught up with Saša Mirković of Inspire Network to learn why you should start planning your exit strategy now, how to build a team that can steer the ship without you, and how your marketing can set you up for a seamless transition. Never miss an AUM episode! Sign up for our newsletter: https://kallicollective.com/newsletter/ and follow us on YouTube: https://www.youtube.com/@kallicollective/streams -- Kalli Collective is a marketing agency designed from the ground up to help financial planners and wealth management firms build relationships with their target audience through custom content and tailored websites. Let us do the heavy lifting while you enjoy the results. Visit us today at https://www.kallicollective.com/ to find out how we can give your brand a voice.