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Improve Your Marketing with our Blog Series

All summer, we’ve been sharing short, actionable marketing tips for financial advisors on the Beyond AUM blog. You can read the first 10 tips in the series below:

Stay up-to-date with our “30 Tips for Today's Financial Advisor” series on LinkedIn.
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What's New at Beyond AUM

The Motivator: What Are Your Prospects Seeking?

What are your prospects seeking? Here’s a detailed overview of a potential client's emotional motivators and a primer on understanding your target market from Beyond AUM co-founder Gretchen Halpin. 

Best Project Management Tools 2020 – Voted By 53 Experts

Project management tools can boost the productivity of your employees and increase the overall efficiency of your organization. In this article from, 53 project management experts, including Beyond AUM co-founder Nima Tolooi, share their favorite project management tools

Gretchen Halpin Recognized in DataBird Female Executive of the Year Awards

Leadership makes the greatest difference during times of uncertainty. That's why we're proud to share that Beyond AUM co-founder Gretchen Halpin is one of the Bronze Award winners in DataBird Business Journal's Female Executive of the Year Awards, placing in the Small Business Female Executive category. Congratulations, Gretchen!

Here’s what we’ve been reading at Beyond AUM:

I am a Black woman advisor. Am I valued by this industry?
It is not enough to say that you are going to commit to prioritizing diversity and inclusion in your firm. The real question is, what will you do on a daily basis to challenge inequality and give people of color opportunities to grow and thrive in your organization? The real work starts with actively listening to, lifting up, and learning from the experiences of people of color to catalyze positive change.

We encourage you to read this powerful column written by Zaneilia Harris, CFP®, president of Harris & Harris Wealth Management Group. She sheds an important light on what she has experienced as a Black female leader in the financial services industry.

8 CEOs on Books They Read in a Crisis
Fast Company asked eight CEOs for their top book recommendations to read during this COVID-19 crisis. Here’s what they said.

Equipment To Create The Ideal Home Videoconferencing Setup – What Financial Advisors Should Use
In these volatile times of COVID-19, it’s important financial advisors maintain the same level of service toward their clients — which means pivoting to virtual face-to-face meetings. Here is a practical overview of the equipment needed for an ideal home videoconferencing setup.

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Beyond AUM · 1628 W Irving Park Rd Suite 1W · Chicago, IL 60613-2586 · USA

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