Free live webinar for financial advisors
Learn the formula Tango uses for advisors to grow AUM.
You will see how trust gets built online, how to start the right conversations, and how to convert a reply into a meeting.
Trusted by advisors at the smartest firms across the country









Kitces.comWhat you’ll learn
Four topics, with data behind each one.
Why a prospect picks you over another advisor.
How to start conversations with the right people.
How to turn a reply into a meeting on your calendar.
What to do in your first week.
Your host
Founder, Tango Advisor Marketing
Zeke ran lead generation for Google’s sales teams in the Americas, which is where he learned how to generate pipeline at scale, not only avoiding sounding like spam, but building value and goodwill with your brand along the way.
He started Tango to bring the same discipline to financial advisors: steady outreach, leads that get followed up, at a price that gets real ROI. All of it is compliance friendly, and all of it is done for you. The formula we cover in this webinar is the one the Tango team runs every day.
AUM growth for advisors using the formula
Yes. There is no cost and nothing to buy to attend.
Yes. Everyone who registers gets the recording by email after the call, whether or not you make it live.
45 minutes, including time for your questions at the end.
Financial advisors and firm owners who want more of the right clients. If you run marketing for a firm, you will get a lot out of it too.
No. The first 30 minutes are the formula and how to use it. We spend the last 15 minutes answering your questions and applying the frameworks to your real-world scenarios.
No. If you have a campaign or a question you are stuck on, bring it. We will take live questions at the end.
Friday, September 18, 2026
12:00 pm ET
45 minutes, live on Zoom. Sign up and you get the recording either way.
You will leave with the formula, the numbers behind it, and a plan for your first week.
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