Stuck on a specific marketing question?

Find your answer in 60 seconds.

These videos cover the questions advisors ask most: from getting testimonials to writing content that sounds like you to using AI in client meetings.

Want the research and strategy behind them? See In-Depth Articles.

Are you undermining client trust with your messaging?

It can happen without you even realizing it – because so many of our speech patterns are inherited. But when you talk about "killing it" or "pulling the trigger" on financial decisions, you send a strong message to your prospects and clients.

And it may not be the message you mean to send.

After all, your ideal client doesn’t want more conflict in their life, right? They’re searching for a financial advisor who can help them have less of it.

Here’s a quick exercise that can help you show up as just that advisor to them.

Want prospects to stay on your website longer?

Speed it up.

Sure, your messaging needs to be spot-on. And you need to provide an inviting user experience (UX).

But slow pages lose prospects – and bulky images are often to blame.

Let me introduce you to Squoosh, the free tool that compresses images by 80%+ without quality loss.

Faster site = better user experience = higher search rankings = more warm leads.

Ever wonder why your marketing message never gets old?

You know that moment when you're convinced you can't possibly say the same thing again? That's exactly when your next client starts paying attention.

The truth is, they've been out there all along – watching, reading, getting to know you through your content. They just needed time to feel ready to reach out.

So keep showing up, even when it feels like you're repeating yourself. Your consistency tells them you'll be there when they need you.

Want more messaging tips that’ll help you grow your firm? Tune in to the full Ask Us Marketing (A.U.M.) episode from Kalli Collective using this link.

Are you using hashtags on LinkedIn like it’s 2024?

Don’t worry. A lot of other advisors haven’t caught on yet either.

But if you want to show your ideal client you’re smarter than the average bear, this video’s for you!

After all, space in your posts and captions is limited – if you want your audience to actually read them, that is.

So, why waste real estate with hashtags when they’re not adding value?

Is your marketing missing something?

In this episode of The Smarter Planner Podcast, Belle Osvath and Constellar Creative founder Derek Pollard unpack the secrets to creating a personal brand that draws your ideal clients to you. You'll gain insights on:

  • Why your personal story is more compelling than you realize.

  • The surprising power of repetition in your messaging.

  • How authenticity is your biggest differentiator in a crowded field.

Don't let another ideal client slip away. Tune in using this link to transform your approach and start connecting more deeply with the people you aim to serve.

Does video marketing feel like a bridge too far?

If getting in front of your webcam or phone and hitting record still feels like the first time you looked down at the pool from the high dive – only to slowly climb back down the ladder – here’s something to consider:

You don't have to publish every piece of content you create.

Take this clip for example.

It’s just me playing. But play is a form of practice.

And practice means you’re ready when it comes time to organize, execute, and test your client-facing content.

Are you sending an unintended message with your LinkedIn posts?

Are you chasing unique impressions?

Or do you want to build lasting relationships with peers, prospects, and clients?

Your audience already knows your answer – and it only took them one click.

Does your LinkedIn profile make it easy for prospects to book a call?

You’re often sold on the glitzier aspects of LinkedIn profile optimization.

You know, like the banner image and your headline.

But the little things matter just as much.

Like making sure your contact information is up to date.

Here’s a quick reminder to click the pencil icon in your Intro once a quarter to carefully review each section – so you’re not sending prospects to other advisors without even realizing it!

Are you using client testimonials to build trust?

We’re at a point where nearly 95% of people use online reviews to make decisions about who they work with and what they spend their money on.

That means it’s more important than ever to give center stage to your clients so they can share the life-changing experiences they’ve had while working with you – in their own words.

When was the last time you downloaded your LinkedIn data?

Your LinkedIn account’s likely connected to your CRM.

But do have a backup of all your LinkedIn data - including your own profile information?

If so, how old is it?

Considering the news surrounding TikTok at the moment, it might be a really good time to add data archiving to your LinkedIn content strategy.

Here’s a quick tutorial that walks you through the steps you’ll need to take.

Is AI transcription costing you business?

How many virtual meetings have you joined thinking you knew who was going to be on the call – only to find that there was an unexpected guest in the room?

AI transcription tools like Otter and Fathom can be great virtual assistants, saving you and your prospects and clients a lot of time.

But they can also be really offputting. Especially when you don’t let someone know in advance you’re using them.

Here are a couple of easy steps you can take to help your prospects and clients know what – and whom – to expect on their next call.

Are you just adding video, or are you being strategic about it?

Considering that over 90% of people say they want to see more video, not less, it’s clear you need to be using video in your marketing.

But it’s not just a matter of adding video.

It’s about adding video that’s going to highlight your unique value – and making sure your videos are accompanied by copy that compliments them so you provide context without repeating yourself or misaligning your messaging.

Video’s one thing. Strategic video’s something else entirely.

It’s not always easy to know where video is going to benefit you the most.

Here’s a quick tip on how to get started.

Are you getting in the way of your own social proof on LinkedIn?

Everyone’s focused on the “Big Five” elements on your LinkedIn profile, right?

Your banner image, your profile photo, your headline, your intro, and your About section.

Except the Skills section matters, too.

Especially if you’re including too much information – and causing frustration for your ideal client as a result.

Here’s a quick tip on how to make your Skills section work for you, not against you.

Are you still focused exclusively on long-form content for your blog?

Don’t forget that AI’s completely changed SEO best practices.

So those 1,200-1,600-word blog articles aren’t boosting your search engine results page (SERP) rankings as much as they used to.

Not to mention the fact that your ideal client’s on the lookout for quality video that speaks to their concerns and answers their questions.

Want to show them you’re really invested in their future?

Start by doing something different with your blog.

Is your video content strategy on-point?

They say an image is worth a 1,000 words, right?

Imagine how many words a video clip adds up to!

That’s why video is so important to your overall marketing strategy.

It delivers an incredible amount of information in a format that 80% of your ideal clients prefer.

So why keep overloading the short videos you’re posting on your website and social media with so much copy?

Ready for the latest LinkedIn profile update?

LinkedIn sent out an email in mid-February 2024 announcing another significant change to how profiles appear to other members.

If you didn’t catch the news, here’s what to expect.

And which section you’ll want to dust off.

How often should you post on LinkedIn?

The answer has everything to do with the latest algorithm update – and, of course, the key difference between staying top of mind and becoming a nuisance.

Because your ideal client does want to hear what you have to say.

They just don’t want to hear you say it over and over again in the course of a single day.

Is your website fueling the AI revolution?

The default setting for your website likely means you’re allowing AI bots to crawl your site – and then include everything they find there in their next data training set.

Here’s a quick overview of what you can do to protect yourself and your clients from showing up in ChatGPT conversations and Google Gemini prompt replies.

Is your website up to date?

Sometimes, we look right past “the little things.”

But our clients and prospects don’t.

In fact, it’s often the little things that tell them why you’re exactly the financial advisor they’re been looking for.

One of those little things?

Making sure the footer on your website is updated at the start of the year.

Your unique value proposition? It’s you.

Your ideal client is looking for a financial advisor they can relate to and trust.

Sure, your expertise still matters – especially now that people are getting their financial advice on TikTok.

But what’s going to lead your next client to schedule a call has less to do with how you position that expertise than it does with the person behind it.