The Agency for Financial Advisory Firms

 

    Beyond AUM Blog
    Financial Advisor Resources

    The Six Trends Transforming Email Marketing imagery

    The Six Trends Transforming Email Marketing

    When it comes to marketing, financial advisors generally should adopt an extremely effective and cost-saving marketing strategy to give their advisory businesses the boost they need: email marketing. In this guest article for Advisor Perspectives, Beyond AUM co-founder Gretchen Halpin

    Read More »
    Use marketing data in 2021

    Make Marketing Data Your Best Friend in 2021

    Marketing can be a tough nut to crack. You know it’s essential to growing your financial advisory business and reaching new, potential clients. But the return on investment (ROI) for marketing activities can be difficult to quantify.  Historically, “marketing” for

    Read More »
    databird logo

    Overcoming Fear by Gretchen Halpin on Databird

    Our Co-Founder Gretchen Halpin was featured on Databird Business Journal about how she built her way to the top of the financial services industry by overcoming fear. Gretchen Halpin discussed inspirations, goals, and how to overcome obstacles. Read the full

    Read More »
    Best Practices for Refining Your Personal Brand

    Best Practices for Refining Your Personal Brand

    Let’s start with the obvious: the financial advisory business is a personal business. Our success depends on building relationships with our clients — relationships built on trust. And then, as financial planners and wealth managers, we must perform and communicate

    Read More »
    centers of influence

    Are You Thinking of COIs All Wrong?

    This is a term that needs no definition or explanation. Whether we refer to them as the popular acronym “COIs,” as referral sources, or as professional partners, it’s safe to say that “centers of influence” are an invaluable element of

    Read More »

    It’s Time to Get Real About Speaking Gigs

    Picture it: You’re sitting in the audience of the conference you attend every year, notepad balanced on your lap, PowerPoint slides displayed on a large monitor in front of you. The speaker line-up is filled with industry experts, thought leaders

    Read More »

    30 Tips for Today’s Financial Advisor: Tip 29

    The COVID-19 pandemic has challenged all of us to think more creatively about how we do business. According to a report from Practical Perspectives surveying 525-plus advisors in early April, the dominant means of advisor-to-client communication used by advisors has

    Read More »

    30 Tips for Today’s Financial Advisor: Tip 24

    In 1999, Amy Edmondson, professor at Harvard Business School, identified the concept of psychological safety in work teams, “a climate in which people are comfortable being (and expressing) themselves.” Since then, research has found that psychological safety can make teams

    Read More »

    30 Tips for Today’s Financial Advisor: Tip 23

    Throughout the Coronavirus crisis, we’ve seen some powerful acts of kindness, from small gestures like dropping off toilet paper at a friends’ door to companies and individuals donating millions of dollars for COVID-19 relief. How can financial advisors give back

    Read More »

    30 Tips for Today’s Financial Advisor: Tip 21

    The COVID-19 pandemic and multiple months of lockdown have left many of us feeling… well, stuck. Creatively drained. Tired and overwhelmed. But moments like these actually present opportunities for great renewal — whether it’s dusting off your goals document from

    Read More »

    30 Tips for Today’s Financial Advisor: Tip 17

    Clients don’t pick a financial advisor just for their professional knowledge. “More often than not, personal likability and trustworthiness rate much higher than professional knowledge alone,” WealthManagement.com says. So how can you build “business social” client relationships? Gather as many

    Read More »

    30 Tips for Today’s Financial Advisor: Tip 16

    It can be hard finding the motivation to network and cultivate relationships during this COVID-19 lockdown. But it’s important to keep building bridges with centers of influence (COIs) — accountants, lawyers, insurance brokers, real estate agents, and other professionals —

    Read More »

    30 Tips for Today’s Financial Advisor: Tip 14

    When’s the last time you did something for yourself? As Cara Maksimow, a licensed clinical social worker and owner of Maximize Wellness Counseling, says on Headspace, many people connect the term “self-care” with being selfish. But being selfish implies that

    Read More »

    30 Tips for Today’s Financial Advisor: Tip 12

    Vulnerability can feel uncomfortable, risky, and scary. But if you want to innovate, you need to be vulnerable, according to researcher Brené Brown. This fear of vulnerability can show up in many ways in your organization — it could be the underfunding of new ideas in the name of

    Read More »

    30 Tips for Today’s Financial Advisor: Tip 11

    At Beyond AUM, our team frequently shares recommendations for books on business, entrepreneurship, leadership, and creativity. Right now, we’re reading The Outward Mindset by the Arbinger Institute, which is about the role of mindset when seeking significant and lasting organizational change. Today, we draw inspiration from this book for our “30 Tips for

    Read More »

    30 Tips for Today’s Financial Advisor: Tip 9

    Keith Johnstone, British and Canadian pioneer of improvisational theatre, says in his book Impro: Improvisation and the Theatre, “There are people who prefer to say ‘yes’ and there are people who prefer to say ‘no.’ Those who say ‘yes’ are rewarded

    Read More »

    30 Tips for Today’s Financial Advisor: Tip 8

    Financial planners understand the importance of developing a strong, well-thought-out plan, given that they do it every day for their clients. But financial planners also understand that they need to build in room for flexibility. Clients might face challenging and

    Read More »

    30 Tips for Today’s Financial Advisor: Tip 5

    We’re back with our “30 Tips for Today’s Financial Advisor” series. Today’s tip is about the importance of dedicating time and energy toward professional development. Right now, as it seems to take a Herculean effort to think about anything not

    Read More »

    30 Tips for Today’s Financial Advisor: Tip 4

    Today’s tip is about centers of influence (COIs) — in other words, “someone who can have a positive impact on your business by providing introductions to new potential clients, networking opportunities, and word of mouth,” as WealthManagement.com describes.   Today’s

    Read More »

    30 Tips for Today’s Financial Advisor: Tip 1

    When we’re dealing with stress, some of us end up doing way too much or way too little. Dr. Brené Brown describes these patterns of behavior — “over-functioning” and “under-functioning” — in her new popular podcast “Unlocking Us.” Right now,

    Read More »
    Beyond-AUM-WTF-Is-Thought-Leadership

    WTF Is Thought Leadership?

    Admit it. You’ve asked yourself this question at least once. The business world loves its buzzwords, doesn’t it? While most corporate jargon (we’re looking at you, “synergy”) can be flipped past in the dictionary for language that’s a bit more

    Read More »