--- title: "Resources — Aspen Videos, Case Studies & Insights" url: https://getaspen.com/resources description: "Watch Aspen in motion. Videos, case studies, and insights on AI implementation for modern financial advisory firms." lang: en --- Resources # The work, in motion. Videos ### Aspen Agent Product Demo 90 sec watch https://getaspen.com/aspen-agent-product-demo Videos ### Why Financial Advisors Lose Interested Prospects 2 min watch https://getaspen.com/resources/financial-advisor-prospect-journey Videos ### Who Should Use Your Advisory Firm’s Website? 2 min watch https://getaspen.com/resources/who-should-manage-financial-advisor-website Videos ### Should Advisors Hire a Marketing Agency, or an AI Agent? 2 min watch https://getaspen.com/resources/marketing-agency-vs-ai-agent-financial-advisors Videos ### Cover Your Logo: The Test Most Advisor Websites Fail 2 min watch https://getaspen.com/resources/financial-advisor-website-differentiation Videos ### AI Is Not Replacing Financial Advisors. It Is Promoting Them. 2 min watch https://getaspen.com/resources/will-ai-replace-financial-advisors Videos ### How to Rank in ChatGPT: Aspen Agent Product Demo 2 min watch https://getaspen.com/resources/how-to-rank-in-chatgpt-financial-advisors-demo Videos ### Website Messaging for Financial Advisors: Why Your Home Page Is Losing Prospects 2 min watch https://getaspen.com/resources/website-messaging-for-financial-advisors Videos ### AEO for Financial Advisors: Skate Where the Puck Is Going 2 min watch https://getaspen.com/resources/aeo-for-financial-advisors Videos ### Younger vs Seasoned Advisors: The Conversation 4 min watch https://getaspen.com/resources/younger-vs-seasoned-advisors-the-conversation Videos ### Why Most Marketing Campaigns Fail for Advisors 2 min watch https://getaspen.com/resources/why-marketing-campaigns-fail-for-advisors Case studies ### #1 ranking on google Wealth Management Firm · Texas https://getaspen.com/work/maverick-wealth Videos ### AI Is Not What You Think 2 min watch https://getaspen.com/resources/ai-is-not-what-you-think Videos ### Traditional Websites vs AI Websites for Financial Advisors 2 min watch https://getaspen.com/resources/traditional-websites-vs-ai-websites-for-advisors Videos ### The Biggest Red Flag in Financial Advisory Firms: Nothing Is Repeatable 2 min watch https://getaspen.com/resources/biggest-red-flags-in-financial-advisory-firms Videos ### What Actually Makes a Website Perform for an Advisory Firm 3 min watch https://getaspen.com/resources/what-actually-makes-a-website-perform-for-advisors Videos ### The AI Automation Journey 2 min watch https://getaspen.com/resources/the-ai-automation-journey Blog ### Where humans focus, where Aspen runs 5 min read https://getaspen.com/resources/where-humans-focus-where-aspen-runs Videos ### Are Younger Advisors Better at Growth? 2 min watch https://getaspen.com/resources/are-younger-advisors-better-at-growth Videos ### Why Reactive Advisors Hurt the Industry 2 min watch https://getaspen.com/resources/why-reactive-advisors-hurt-the-industry Videos ### Are Advisors Charging What They're Worth? 2 min watch https://getaspen.com/resources/are-advisors-charging-what-theyre-worth Videos ### Aspen Agent Product Demo: AI Email Sequences 2 min watch https://getaspen.com/resources/aspen-agent-product-demo Videos ### Speed to Lead for Financial Advisors: The Highest-ROI Fix in Your Funnel 2 min watch https://getaspen.com/resources/speed-to-lead-for-financial-advisors Videos ### 5 Essentials to Keeping Your Clients 3 min watch https://getaspen.com/resources/5-essentials-to-keeping-your-clients Case studies ### $63M+ in active pipeline Wealth Management Firm · California https://getaspen.com/work/ecgs-pipeline Case studies ### $10K+ saved monthly Wealth Management Firm · California https://getaspen.com/work/ecgs-conversion-engine Videos ### Your Advisor Website: The Silent Killer of Referrals 2 min watch https://getaspen.com/resources/advisor-website-silent-killer-of-referrals Blog ### Adoption is the work 6 min read https://getaspen.com/resources/adoption-is-the-work Case studies ### $24M net new assets in one year Wealth Management Firm · Charleston, SC https://getaspen.com/work/csc-growth-machine Case studies ### $1K in ad spend → a million-dollar client Wealth Management Firm · Charleston, SC https://getaspen.com/work/csc-engine-humming Case studies ### 4→1 vendors consolidated to one partner Wealth Management Firm · Texas https://getaspen.com/work/beacon-fg-ops Case studies ### $15M+ in unmanaged assets from existing clients Tax & Wealth Management Firm · New York https://getaspen.com/work/fsg-cross-sell Videos ### 3 Mistakes Holding Financial Advisors Back 3 min watch https://getaspen.com/resources/3-mistakes-holding-financial-advisors-back Videos ### Three Marketing Words Advisors Get Wrong 2 min watch https://getaspen.com/resources/three-marketing-words-advisors-get-wrong Videos ### AUM Growth Ideas Webinar https://getaspen.com/resources/aum-growth-ideas Blog ### The hidden cost of doing it yourself 5 min read https://getaspen.com/resources/the-hidden-cost-of-doing-it-yourself Blog ### Compliance-first automation 6 min read https://getaspen.com/resources/compliance-first-automation Blog ### Turning reviews into referrals 4 min read https://getaspen.com/resources/turning-reviews-into-referrals Blog ### SEC Compliant AI Policies for RIAs AI Compliance & Governance https://getaspen.com/resources/sec-compliant-ai-policies-ria Blog ### Build a Scalable AI Strategy for RIA Growth AI Adoption & Change Management https://getaspen.com/resources/build-scalable-ai-strategy-ria-growth Blog ### Scaling RIAs With Agentic Workflows Agentic Workflows https://getaspen.com/resources/scaling-rias-agentic-workflows-ai-strategy Blog ### Scaling AUM With Agentic AI Workflows Data & Infrastructure for AI https://getaspen.com/resources/scaling-aum-agentic-ai-workflows Blog ### Measuring AI ROI in Wealth Management Measuring AI ROI https://getaspen.com/resources/measuring-ai-roi-wealth-management Blog ### 5 Steps to Implement Agentic Workflows for RIAs AI Strategy for Advisors https://getaspen.com/resources/implement-agentic-workflows-ria Blog ### How to Automate Lead Follow-Up with AI Agents AI Optimization https://getaspen.com/resources/automate-lead-follow-up-ai-agents-advisors Blog ### How to Automate Advisory Lead Follow-Up with AI AI Implementation https://getaspen.com/resources/automate-advisory-lead-follow-up-ai Blog ### How to Build an Agentic AI Strategy for RIAs AI Optimization https://getaspen.com/resources/agentic-ai-strategy-for-ria-firms Blog ### Measuring AI ROI: 4 Metrics for Modern RIAs Measuring AI ROI https://getaspen.com/resources/measuring-ai-roi-for-ria-firms ← Back home: https://getaspen.com/ ## Structured data ```json { "@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. 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