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

You’ve seen the headlines—now here’s the reality. In this kickoff episode of the Making the Most of AI series, Kalli Fedusenko shares how her agency actually uses AI behind the scenes—from content ideation to workflow efficiency.

If you’ve felt overwhelmed, skeptical, or unsure where to begin with AI, this is a judgment-free zone to see what’s possible (and what’s not).

➡️ How an agency uses AI tools to support creative and strategy

➡️ Specific use cases that save time and boost ideas

➡️ Where AI still can’t match human judgment

➡️ What advisors should (and shouldn’t) be doing with AI right now

✨ Brought to you by the Financial Planning Association (FPA)