The Niche That Saved My Financial Firm - A.U.M.™ for Financial Advisors
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
REPLAY: The $12M Google Review Strategy Featuring Tim Goodwin
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
Turning Client Stories Into New Business - A.U.M.™ for Financial Advisors
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
Reputation Is Your Best Marketing — A.U.M.™ for Financial Advisors LIVE
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
Making a Human Connection in an AI World Featuring Nicole Noonan — A.U.M.™ for Fianncial Advisors
Technology is evolving fast—but relationships still drive the financial planning business.In this episode of the Making the Most of AI series, we’re talking about the role human connection plays in an...
20 Huhti 24min
Winning the Retirement Conversation Featuring Chris Mediate — A.U.M.™ for financial advisors
When it comes to working with pre-retirees and retirees, connection matters more than ever.Join Kalli Fedusenko and Chris Mediate of Mediate Financial for a conversation on how building real relations...
13 Huhti 33min
Creating an AI Avatar — A.U.M.™ for financial advisors
Creating video content consistently is one of the biggest marketing challenges for advisors. In this Making the Most of AI episode, we’re exploring how HeyGen allows you to create an AI avatar of your...
23 Maalis 32min
