“As a business owner and financial advisor, I simply don’t
have the time to address the important need of maintaining a dynamic presence
on social media. AUM Agency successfully navigates the regulatory and
compliance requirements of my industry to create an online presence that has
helped me to bring on new clients and grow deeper and more meaningful
relationships with existing clients and centers of influence.”

“AUM Agency has done an unbelievable job at putting out fresh content –
relevant, timely and accurate. I’ve had many clients in the last year tell me
how much they’ve enjoyed it!”

“My team and I have largely benefited from our partnership
with AUM Agency. We’ve acquired numerous high net worth clients and can rely
on the consistent content and branding services. Highly recommend!”

“My financial planning practice uses social media at a high
level. Since we started working with AUM Agency we’ve seen an increase in
the quality of our content, the engagement and overall branding. We’re also
actively building our prospect base on LinkedIn with highly targeted
campaigns.”

“AUM Agency consistently reaches out to our team members
to gather and ensure we keep up to date content published on social
media. AUM also ensures anything we post is home office compliant so
that is something we don’t have to think about. Their long-term view has
been very helpful. We are able to focus on our jobs and AUM keeps track
of and responds to social media comments and plans next steps.”

“AUM Agency has offered our practice convenience and value.
Their service is completely turn-key and seamless, while at the same
time delivering a high level of value. I would recommend their service
for any advisor who wants a strong social media presence with no
desire to hire a full-time staff member.”

“The AUM Agency team has managed my social media pages for a few
years and simplifies this important task for a reasonable fee. They’re always
available when I need them and get things done without the worry!”

“I’ve worked with this team for several years now. I know I need someone
paying close attention to my social media and they do a great job. Their help
with posting personal photos and videos has generated a lot of positive
feedback from my
network.”

“Social media is a long-term game and something I know my practice
needs. AUM Agency manages my entire social media campaign, from the
profiles and content, to generating leads on LinkedIn. It’s a service I’ve
come to trust as a reliable piece to our marketing plans. I’ve even
recommended them to my local advisor resource group!”

“Having AUM Agency assist my practice by managing my
Social Media platforms has been like having a dedicated staff member on
that aspect of my practice. I have been able to truly partner with
AUM to create campaigns that work for me and my personality.
Over this past year, my connections have increased sharply and I have
acquired several clients from their efforts. The posts are engaging and raise
practice awareness in my natural market nicely!"

“I’ve been targeting a specific company on LinkedIn to generate new
business and have had success with AUM Agency leading the way. My
brand and recognition in this company has grown and I’ve gained new clients
as a result of their work. They also manage my social media day-to-day and
make a complicated task very
convenient!”

“AUM Agency manages our social media, something we know we need but
don’t have the experience to do ourselves! Our pages look clean, our digital
brand is expanding and we’re happy overall with what they do for our
practice!”

“I’ve worked with AUM Agency since the early beginnings. It’s been great to
see them grow and I’ve enjoyed using their service over the years. They
always deliver as communicated and they’re a team I can rely on. Highly
recommended!”

“My social media has been managed and maximized through my
engagement with AUM Agency. I’ve gained a lot of leads and several clients.
I’ve recommended them to my peers and will gladly promote them to others!”