--- title: "Resources — Aspen Videos, Case Studies & Insights" description: "Watch Aspen in motion. Videos, case studies, and insights on AI implementation for modern financial advisory firms." lang: en json-ld: | { "@context": "https://schema.org", "@graph": [ { "@type": "Organization", "name": "Get Aspen", "url": "https://getaspen.com", "logo": "https://getaspen.com/apple-touch-icon.png", "description": "AI implementation firm for financial advisors. Strategy, content, automation, and growth executed by operators who become your AI team.", "sameAs": [ "https://www.linkedin.com/company/getaspen" ] }, { "@type": "WebSite", "name": "Get Aspen", "url": "https://getaspen.com" }, { "@type": "FAQPage", "mainEntity": [ { "@type": "Question", "name": "What is Get Aspen?", "acceptedAnswer": { "@type": "Answer", "text": "Get Aspen is an AI implementation firm for financial advisors. We become your AI growth team, powered by Aspen Agent, our AI platform built for advisors." } }, { "@type": "Question", "name": "Who does Aspen work with?", "acceptedAnswer": { "@type": "Answer", "text": "Aspen works with ambitious financial advisory firms and RIAs that want to grow through AI-powered strategy, content, lead generation, client servicing, and automation." } }, { "@type": "Question", "name": "How is Aspen different from marketing software?", "acceptedAnswer": { "@type": "Answer", "text": "Aspen is an AI agent that runs the work, not a tool the advisor has to configure. It sounds like the firm, stays compliant, and operates as a teammate that executes across marketing, lead follow-up, and client communication." } }, { "@type": "Question", "name": "What does Aspen Agent do for a firm?", "acceptedAnswer": { "@type": "Answer", "text": "Aspen Agent runs websites, lead generation, outreach sequences, content, email nurture, and client servicing workflows like annual reviews, referrals, and Google reviews — end to end." } }, { "@type": "Question", "name": "How do I get started with Aspen?", "acceptedAnswer": { "@type": "Answer", "text": "Book a call with the Aspen team to walk through your firm's goals. If it is a fit, Aspen builds and runs your growth engine for you." } } ] } ] } --- [aspen ](#top) [Approach](#work)[Operators](#operators)[Work](#approach)[Resources](/resources) [Book a Demo](https://calendly.com/d/3rs-82d-kpc) Resources # The work, in motion. AllVideosCase studiesBlog [ ![AI Is Not Replacing Financial Advisors. It Is Promoting Them.](/__l5e/assets-v1/330353a5-d6b5-4a1b-a879-6e43c128335f/aspen-strategists-poster.jpg) Videos ### AI Is Not Replacing Financial Advisors. It Is Promoting Them. 2 min watch ](/resources/will-ai-replace-financial-advisors) [ ![How to Rank in ChatGPT: Aspen Agent Product Demo](/__l5e/assets-v1/686748cf-6e8b-4a6c-9fa5-53c007043881/aspen-product-demo-2-poster.jpg) Videos ### How to Rank in ChatGPT: Aspen Agent Product Demo 2 min watch ](/resources/how-to-rank-in-chatgpt-financial-advisors-demo) [ ![Website Messaging for Financial Advisors: Why Your Home Page Is Losing Prospects](/__l5e/assets-v1/4063171d-16e6-44cd-a9a7-f735812f0045/aspen-messaging-poster.jpg) Videos ### Website Messaging for Financial Advisors: Why Your Home Page Is Losing Prospects 2 min watch ](/resources/website-messaging-for-financial-advisors) [ ![AEO for Financial Advisors: Skate Where the Puck Is Going](/__l5e/assets-v1/2e3d0ce3-b64d-4857-b75e-a6d7d61d5aab/aspen-aeo-poster.jpg) Videos ### AEO for Financial Advisors: Skate Where the Puck Is Going 2 min watch ](/resources/aeo-for-financial-advisors) [ ![Younger vs Seasoned Advisors: The Conversation](/__l5e/assets-v1/ba31540f-9a49-45d1-a21d-0ef9961ef216/aspen-the-conversation-poster.jpg) Videos ### Younger vs Seasoned Advisors: The Conversation 4 min watch ](/resources/younger-vs-seasoned-advisors-the-conversation) [ ![Why Most Marketing Campaigns Fail for Advisors](/__l5e/assets-v1/cf31018b-fadd-4f00-9020-197db22fefe0/aspen-marketing-campaigns-poster.jpg) Videos ### Why Most Marketing Campaigns Fail for Advisors 2 min watch ](/resources/why-marketing-campaigns-fail-for-advisors) [ ![#1 ranking on google](/__l5e/assets-v1/1b747b97-4aaa-40b5-b7f8-7e04ccf1e2c7/maverick-wealth-story-v4.png) Case studies ### #1 ranking on google Wealth Management Firm · Texas ](/work/maverick-wealth) [ ![AI Is Not What You Think](/__l5e/assets-v1/247b6c59-9cde-40ec-8fac-3ce4dfcd389f/aspen-ai-not-what-you-think-poster.jpg) Videos ### AI Is Not What You Think 2 min watch ](/resources/ai-is-not-what-you-think) [ ![Traditional Websites vs AI Websites for Financial Advisors](/__l5e/assets-v1/bf44b67e-aa49-47d7-a6f1-012cc7fcdc0d/aspen-the-conversation-part-2-poster.jpg) Videos ### Traditional Websites vs AI Websites for Financial Advisors 2 min watch ](/resources/traditional-websites-vs-ai-websites-for-advisors) [ ![The Biggest Red Flag in Financial Advisory Firms: Nothing Is Repeatable](/__l5e/assets-v1/54685fb3-f6b1-46ce-8a3a-3a105e0b9a13/aspen-red-flags-poster.jpg) Videos ### The Biggest Red Flag in Financial Advisory Firms: Nothing Is Repeatable 2 min watch ](/resources/biggest-red-flags-in-financial-advisory-firms) [ ![What Actually Makes a Website Perform for an Advisory Firm](/__l5e/assets-v1/9a3c3945-d4e4-4292-a322-df344f46a377/aspen-website-perform-poster.jpg) Videos ### What Actually Makes a Website Perform for an Advisory Firm 3 min watch ](/resources/what-actually-makes-a-website-perform-for-advisors) [ ![The AI Automation Journey](/__l5e/assets-v1/fa632134-e0a5-46d3-93ab-3c72e1b5d940/aspen-automation-journey-poster.jpg) Videos ### The AI Automation Journey 2 min watch ](/resources/the-ai-automation-journey) [ ![Where humans focus, where Aspen runs](/assets/blog-humans-focus-CCDrhGg-.jpg) Blog ### Where humans focus, where Aspen runs 5 min read ](/resources/where-humans-focus-where-aspen-runs) [ ![Are Younger Advisors Better at Growth?](/__l5e/assets-v1/3084c7f5-af58-4696-9053-96242db22def/aspen-younger-advisors-short-poster.jpg) Videos ### Are Younger Advisors Better at Growth? 2 min watch ](/resources/are-younger-advisors-better-at-growth) [ ![Why Reactive Advisors Hurt the Industry](/__l5e/assets-v1/f6416618-c087-4d2e-8d0e-6eb04b0b64f5/aspen-reactive-advisors-short-poster.jpg) Videos ### Why Reactive Advisors Hurt the Industry 2 min watch ](/resources/why-reactive-advisors-hurt-the-industry) [ ![Are Advisors Charging What They're Worth?](/__l5e/assets-v1/ec9eeb4b-8f65-44ee-87e8-819c1910828d/aspen-charging-worth-short-poster.jpg) Videos ### Are Advisors Charging What They're Worth? 2 min watch ](/resources/are-advisors-charging-what-theyre-worth) [ ![Aspen Agent Product Demo: AI Email Sequences](/__l5e/assets-v1/9c055954-d652-468d-a05d-d59be6f2571f/aspen-product-demo-poster.jpg) Videos ### Aspen Agent Product Demo: AI Email Sequences 2 min watch ](/resources/aspen-agent-product-demo) [ ![Speed to Lead for Financial Advisors: The Highest-ROI Fix in Your Funnel](/__l5e/assets-v1/507c1bad-c975-4f67-bcc1-354dc3b102b9/aspen-speed-to-lead-poster.jpg) Videos ### Speed to Lead for Financial Advisors: The Highest-ROI Fix in Your Funnel 2 min watch ](/resources/speed-to-lead-for-financial-advisors) [ ![5 Essentials to Keeping Your Clients](/__l5e/assets-v1/09fe89bd-8ecd-4c8b-82bb-9347466db99f/aspen-5-essentials-poster.jpg) Videos ### 5 Essentials to Keeping Your Clients 3 min watch ](/resources/5-essentials-to-keeping-your-clients) [ ![$63M+ in active pipeline](/__l5e/assets-v1/393bcb1b-0234-485e-a496-a5baaa9bc419/ecgs-pipeline-story-v2.png) Case studies ### $63M+ in active pipeline Wealth Management Firm · California ](/work/ecgs-pipeline) [ ![$10K+ saved monthly](/__l5e/assets-v1/76eebd1c-342c-4717-88eb-c0bfbdacee56/ecgs-conversion-story.png) Case studies ### $10K+ saved monthly Wealth Management Firm · California ](/work/ecgs-conversion-engine) [ ![Your Advisor Website: The Silent Killer of Referrals](/__l5e/assets-v1/f8551f12-3923-467a-9fd5-ebed7fd89245/aspen-the-website-poster.jpg) Videos ### Your Advisor Website: The Silent Killer of Referrals 2 min watch ](/resources/advisor-website-silent-killer-of-referrals) [ ![Adoption is the work](/assets/blog-adoption-Ck9rAr4G.jpg) Blog ### Adoption is the work 6 min read ](/resources/adoption-is-the-work) [ ![$24M net new assets in one year](/__l5e/assets-v1/f4fba207-86ce-4267-8112-99ac172808f0/csc-growth-story-v4.png) Case studies ### $24M net new assets in one year Wealth Management Firm · Charleston, SC ](/work/csc-growth-machine) [ ![$1K in ad spend → a million-dollar client](/assets/csc-engine-story-uoZy751j.png) Case studies ### $1K in ad spend → a million-dollar client Wealth Management Firm · Charleston, SC ](/work/csc-engine-humming) [ ![4→1 vendors consolidated to one partner](/__l5e/assets-v1/b06edf48-5eaa-4456-938c-e93f4f18f805/beacon-fg-ops-story.png) Case studies ### 4→1 vendors consolidated to one partner Wealth Management Firm · Texas ](/work/beacon-fg-ops) [ ![$15M+ in unmanaged assets from existing clients](/__l5e/assets-v1/025707ef-afde-4acb-a391-95a903f17fc8/fsg-cross-sell-story.png) Case studies ### $15M+ in unmanaged assets from existing clients Tax & Wealth Management Firm · New York ](/work/fsg-cross-sell) [ ![3 Mistakes Holding Financial Advisors Back](/__l5e/assets-v1/1df4d879-2b55-4502-9a44-a93503668317/aspen-3-mistakes-poster.jpg) Videos ### 3 Mistakes Holding Financial Advisors Back 3 min watch ](/resources/3-mistakes-holding-financial-advisors-back) [ ![Three Marketing Words Advisors Get Wrong](/__l5e/assets-v1/4c4c8ed2-a4d6-4544-ba60-051e724b8c91/aspen-marketing-dictionary-poster.jpg) Videos ### Three Marketing Words Advisors Get Wrong 2 min watch ](/resources/three-marketing-words-advisors-get-wrong) [ ![AUM Growth Ideas](/assets/aspen-aum-growth-CiZEJA1t.jpg) Videos ### AUM Growth Ideas Webinar ](/resources/aum-growth-ideas) [ ![The hidden cost of doing it yourself](/assets/blog-hidden-cost-B8ijm84v.jpg) Blog ### The hidden cost of doing it yourself 5 min read ](/resources/the-hidden-cost-of-doing-it-yourself) [ ![Compliance-first automation](/assets/blog-compliance-BXDT8873.jpg) Blog ### Compliance-first automation 6 min read ](/resources/compliance-first-automation) [ ![Turning reviews into referrals](/assets/blog-referrals-BWC9UuoY.jpg) Blog ### Turning reviews into referrals 4 min read ](/resources/turning-reviews-into-referrals) [ ![Scaling RIAs With Agentic Workflows](/__l5e/assets-v1/9f958f35-34cc-45e4-9552-be1667684073/blog-ai-lead-followup.jpg) Blog ### Scaling RIAs With Agentic Workflows Agentic Workflows ](/resources/scaling-rias-agentic-workflows-ai-strategy) [ ![Scaling AUM With Agentic AI Workflows](/__l5e/assets-v1/9aa6da47-2b80-4bf9-b28b-b19c72bb646d/blog-ai-strategy.jpg) Blog ### Scaling AUM With Agentic AI Workflows Data & Infrastructure for AI ](/resources/scaling-aum-agentic-ai-workflows) [ ![Measuring AI ROI in Wealth Management](/__l5e/assets-v1/9aa6da47-2b80-4bf9-b28b-b19c72bb646d/blog-ai-strategy.jpg) Blog ### Measuring AI ROI in Wealth Management Measuring AI ROI ](/resources/measuring-ai-roi-wealth-management) [ ![5 Steps to Implement Agentic Workflows for RIAs](/__l5e/assets-v1/1d165fee-0501-41fd-81ee-67c4590bea9b/blog-ai-roi.jpg) Blog ### 5 Steps to Implement Agentic Workflows for RIAs AI Strategy for Advisors ](/resources/implement-agentic-workflows-ria) [ ![How to Automate Lead Follow-Up with AI Agents](/__l5e/assets-v1/9f958f35-34cc-45e4-9552-be1667684073/blog-ai-lead-followup.jpg) Blog ### How to Automate Lead Follow-Up with AI Agents AI Optimization ](/resources/automate-lead-follow-up-ai-agents-advisors) [ ![How to Automate Advisory Lead Follow-Up with AI](/__l5e/assets-v1/9f958f35-34cc-45e4-9552-be1667684073/blog-ai-lead-followup.jpg) Blog ### How to Automate Advisory Lead Follow-Up with AI AI Implementation ](/resources/automate-advisory-lead-follow-up-ai) [ ![How to Build an Agentic AI Strategy for RIAs](/__l5e/assets-v1/9aa6da47-2b80-4bf9-b28b-b19c72bb646d/blog-ai-strategy.jpg) Blog ### How to Build an Agentic AI Strategy for RIAs AI Optimization ](/resources/agentic-ai-strategy-for-ria-firms) [ ![Measuring AI ROI: 4 Metrics for Modern RIAs](/__l5e/assets-v1/1d165fee-0501-41fd-81ee-67c4590bea9b/blog-ai-roi.jpg) Blog ### Measuring AI ROI: 4 Metrics for Modern RIAs Measuring AI ROI ](/resources/measuring-ai-roi-for-ria-firms) [← Back home](/) aspen An AI implementation firm for modern financial advisors. 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