Kalli Collective @KalliCollective
Financial Industry marketing for Savvy Advisors. Video, Social Media, Web Design and more. If we don't do it, you don't need it. kallicollective.com Nashville, TN Joined February 2022-
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Any #resource you create has the potential to help you build #trust before a prospect picks up the phone. The real question is whether or not your #marketing is up to the task. @JustinLeePeters kallicollective.com/a-u-m-podcasti… #FoodForThought #Podcast #FinTwit #KalliCollective
A.U.M.™ - How Advisors Can Legally Protect Themselves When Using AI x.com/i/broadcasts/1…
How do you know which #referrals are worth the ask? Look at your current clients’ needs and find who fits the pattern. @Bill_Cates kallicollective.com/a-u-m-implemen… #AUM #DigitalMarketing #KalliCollective
Catch this #AUM replay brought to you by the @fpassociation with @KimSkermer about marketing how you help your clients achieve their desired lifestyle, rather than your services: kallicollective.com/a-u-m-lifestyl… #BrandIdentity #LifestyleMarketing
Are #referrals getting you where you want to go? If not, you might only have half of a savvy #referralstrategy. Learn how #marketing can add some oomph! kallicollective.com/the-yin-and-ya… #Blog #FinTwit #KalliCollective
ADVISORS EVERYWHERE REJOICE! Why not use your free time to rethink your #marketing strategy? A personalized plan can attract and retain clients, freeing up your time for everything else… like #TaxSeason starting up again. #FinTwit #KalliCollective #AdvisorContent #Websites
AI this and AI that. In our upcoming #AUM, Kalli talks with @AndrewShedlock about #legal ramifications of using #AI and #RiskMitigation. Join the discussion. kallicollective.com/a-u-m-how-advi… #TechEthics
A.U.M.™ - Implementing Human-First Financial Guidance™ x.com/i/broadcasts/1…
Should you invest in the latest #advisortech? Find out in this #AUM replay brought to you by the @fpassociation with Emily Koochel and Connor Sung from @e-money @eMoneyAdvisor: kallicollective.com/a-u-m-how-clie… #fintech #askusmarketing
How can tailored content get you more referrals? Find out in this clip of Kalli from @Bill_Cates' Top Advisor Podcast! #referralmarketing #advisormarketing #billcates #topadvisor #podcast #digitalmarketing #referralstrategy
You’re in a relational business. Why not take a #humanfirst approach? #makemoneyhuman with @Ross__Marino of @Advisor2x next week on #AUM, brought to you by the @fpassociation! kallicollective.com/a-u-m-implemen… #fintwit #marketing
A.U.M.™ - Lifestyle Marketing x.com/i/broadcasts/1…
Make clients and prospects feel like they belong from day 1. The results? Better #communication, deeper #trust, and more #AUM. kallicollective.com/a-u-m-talk-to-… @referability, @PattyKreamer #KalliCollective
Ready to run with the new #SEC rule that allows you to gather #testimonials? Hold on there. Start off on the right foot with tips from @tbalandarc Tom Balanda of @Trustpilot: kallicollective.com/a-u-m-creating… #fintwit #marketing #askusmarketing
Do clients hire you for the service you provide or so they can live the life they want? Join us for A.U.M.™ with @KimSkermer to learn how #lifestylemarketing can transform your #brand and increase #prospects. kallicollective.com/a-u-m-lifestyl… #AUM
A.U.M.™ - How Clients Interact with Financial Technology x.com/i/broadcasts/1…
If #advisors have so little time to spare, is it really worth it to make a #podcast? According to @AverageJoeMoney, it’s the insurance policy you don’t want to skip. kallicollective.com/a-u-m-how-to-b… #AUM #Marketing #KalliCollective
ISO easy, effective #referral methods you can use in your #marketing? We’ve got you. Catch this #AUM replay brought to you by the @fpassociation with Bill Cates: kallicollective.com/a-u-m-implemen… #kallicollective
A.U.M.™ - Creating a Testimonial Process x.com/i/broadcasts/1…
Our latest offering can help you pull in new clients with a non-existent rope and climb the search rankings with an invisible ladder! Learn more about our #Mime your Business #marketing package and let #KalliCollective help YOU think outside the invisible box. #AprilFools
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📢 In this A.U.M.™ podcast episode brought to you by the @fpassociation, Emily Koochel & Connor Sung from eMoney discussed our recent research on how #technology transforms #clientexperiences & outcomes. 👇🏽Learn more: bit.ly/3WaS1DS @KalliCollective #fintech
One of the reasons financial planning is so difficult and intangible for many people is because there is often no immediate gratification. The value of decisions made today is either never realized (because it involves risk management) or not realized until decades later.
This is excellent via @TimMaurer. I love the reframing of basic financial planning—getting life insurance, starting a college fund—as generous acts. 🩷 forbes.com/sites/timmaure…
The hidden costs of DIY: - You make mistakes. - You have blindspots. - You give up valuable time. I saved more time and made more money when I stopped trying to DIY everything.
.@cerulli_assoc: "The client experience must be built on trust & a solid reputation; must offer flexible, comprehensive planning; must blend digital & local service; must be scalable; and pricing must be fair and transparent." @FinAd_IQ financialadvisoriq.com/c/4344234/5608…
People often resist change unless the new way of doing something appears to be clearly better. But to implement strategy effectively, leaders should do the opposite: Don’t hesitate to move forward with change unless the old way is clearly better. s.hbr.org/3vNo2a7
Having a 'hook' in social media posts without being 'click-baity' – In this #FASuccess podcast, @TKopelman shares how he relates to his target audience through set-up, context, and contrasting – the key to getting conversions from potential clients. bit.ly/3Nuvs85
This afternoon as I was chatting to our office manager I realised that today marked three years since the start of the Calton journey. 8 Advisers 17 Total team 1000+ families whose financial futures we play a part in To all those that have played a part, thank you! 🙏
“Money Scorecard” > “One-Page Plan”
Financial planning should be simple. Just updated my money scorecard that clients will receive in 2024. A 100-page binder with numbers doesn't do any good for anyone. Less is more (and easier to understand).
One of the best parts of #T32024 last week was breakfast with @MichaelKitces. This was full circle for us both, as we met for the first time at T3 2013 when then-Riskalyze was in its early days. The friendships in our profession are the best part of it all!
This is exactly how we’ve positioned @kindwealth_ca. So ya, I think McKinsey’s got it right here.
What do y’all think? Will advisors become life coaches lite or nah? via McKinsey
Actual footage of me after winning at calendar Tetris to find a block of solid focus strategy time. Let’s GOOOOOOOO!
Last year I added a question to my @Calendly booking page… “Do you have a need for any accommodations during this call?” Most folks answer “no” or “no, but thanks for asking.” This is why… accessibility matters! Consider doing the same, who knows who you’ll reach.
I don’t think enough people understand the power of creating content Earlier today someone asked me for any resources on RSUs and ISOs I immediately can send him blogs, podcasts, threads, etc I have created on those topics He sees all of these resources I sent are created by…
Great perspective from Jeff Dekko: "It’s OK to acknowledge your failures. But be sure to always share with the organization how that relates to where we’re trying to go. Perfection is not the objective. The objective is creating momentum." @ThinkAdvisor thinkadvisor.com/2023/12/06/why…
Wearing my #Barbie wool blazer. Thank you @Elizjet 💕💕 #mondaythoughts
Reminder as you go into client meetings this week... The success of the meeting hinges not on what you tell them. But on what you get them to tell you.
Everyday I’m on here I’m constantly reminded why more advisors need to create and educate Way too many non professionals educating others on money yet they know so little about personal finance
Our Client Onboarding course inside #TheCOOSociety begs advisors to let your staff dazzle your clients with their knowledge and expertise - get out of the way and let them shine!
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