Intro Episode Making the Most of AI - A.U.M.™ for financial advisors

Financial content often struggles to connect with everyday audiences—but relatable stories can change that.Join Derek Pollard of Constellar Creative and Drew Boyer, CFP®, founder of Boyer Financial Gr...

4 Elo 29min

Join guest host Matt Halloran and Mando Sallavanti III of Freedom Path Wealth as they break down the conversational blueprint for turning social connections into paying clients.➡️ Why automated, gener...

27 Heinä 27min

Join Kalli Fedusenko and Nick Daugherty of FinancialCop as they break down what it really takes to find, land, and deeply serve a specific niche market. The reality of choosing a hyper-specific audien...

30 Kesä 31min

Choosing a niche can feel intimidating—but the right audience can transform your business.In this episode, Michael Labos, founder of GenX Wealth Partners, shares the story of how he rebuilt his practi...

18 Kesä 28min

One negative review doesn’t have to ruin your reputation. Join Kalli Fedusenko, Advisor Marketing, Speaker and Whit Lanier of Amplify Reviews for a reputation-saving session on how to come back from b...

18 Touko 41min

Brought to you by the Financial Planning Association (FPA) What do prospects see when they Google “financial advisor near me”? If your profile doesn't immediately signal trust, you're handing business...

11 Touko 33min

Nothing builds credibility quite like hearing directly from the people you serve.Join Kalli Fedusenko and Art Dinkin from DV Financial for a conversation about the real impact testimonial videos can h...

4 Touko 33min

Before prospects ever meet you, they’re often researching your firm online—and client reviews play a major role in what they see.In this solo episode, we explore how advisors can build a stronger onli...

27 Huhti 16min