How Advisors Can Legally Protect Themselves When Using AI —A.U.M.™ LIVE

How Advisors Can Legally Protect Themselves When Using AI —A.U.M.™ LIVE

Are you leaving yourself open to lawsuits by using Chat GPT and other AI platforms? Learn the processes you need to implement to legally protect yourself. In this A.U.M.™ episode brought to you by the FPA Kalli talks with Andrew Shedlock of Kutak Rock LLP. Andrew focuses on representing broker/dealers, Registered Investment Advisors (“RIAs”), financial planners, CFPs®, financial advisors, and other financial institutions and professionals in litigation, arbitration, defense of regulatory enforcement actions, general regulatory and compliance matters, broker and advisor transition matters, guiding and counseling advisors and brokers going independent through all stages of the process, and buy/sell transactions (whether larger or smaller transactions). This is one area that you want to learn from others' mistakes, and not your own.


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How to Come Back From Bad Google Reviews —A.U.M.™ LIVE for financial advisors

How to Come Back From Bad Google Reviews —A.U.M.™ LIVE for financial advisors

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 Elo 202541min

DIY Podcast: The 4 P's —A.U.M.™ LIVE for financial advisors

DIY Podcast: The 4 P's —A.U.M.™ LIVE for financial advisors

Click to get your checklist.Podcasting can grow your brand—or waste your time. The difference? A smart strategy. Join Kalli Fedusenko, Advisor Marketing for a solo session previewing her 4 P’s of Podc...

4 Elo 202532min

How the Branding Gets Made —A.U.M.™ LIVE for financial advisors

How the Branding Gets Made —A.U.M.™ LIVE for financial advisors

What does it really take to build a powerful brand? (Spoiler: It’s not just picking colors and fonts.) Join Kalli Fedusenko, Advisor Marketing and Josh Passler (FinArt) for a behind-the-scenes episode...

28 Heinä 202556min

Mitlin Success (Part 2): Behind the Brand —A.U.M.™ LIVE for financial advisors

Mitlin Success (Part 2): Behind the Brand —A.U.M.™ LIVE for financial advisors

Running a firm’s brand requires more than just big ideas—it takes behind-the-scenes precision. Join Kalli Fedusenko, Advisor Marketing and Denise Milano Sprung from Mitlin Financial, Inc® for part two...

21 Heinä 202535min

Mitlin Success (Part 1): Building the Brand —A.U.M.™ LIVE for financial advisors

Mitlin Success (Part 1): Building the Brand —A.U.M.™ LIVE for financial advisors

A standout brand takes intention, time, and vision. Join Kalli Fedusenko of Savvy Advisor Marketing and Larry Sprung of Mitlin Financial for part one of a two-part series on how the Mitlin brand came ...

14 Heinä 202534min

Your Branding is the Face of Growth —A.U.M.™ LIVE for financial advisors

Your Branding is the Face of Growth —A.U.M.™ LIVE for financial advisors

A strong brand doesn’t just attract—it aligns, evolves, and drives business forward. Join Kalli Fedusenko, Advisor Marketing and Christopher Norton from Potomac for a candid conversation on how rethin...

30 Kesä 202536min

Advisor AI Tools You Need to Succeed —A.U.M.™ LIVE for financial advisors

Advisor AI Tools You Need to Succeed —A.U.M.™ LIVE for financial advisors

The AI landscape is evolving fast—and so are the tools promising to revolutionize your workflow. But which ones actually work for advisors? Join Kalli Fedusenko and David Ortiz from Advisor AI Partner...

23 Kesä 202530min

How AI Will Destroy All Marketing Strategies In 18 Months Or Less —A.U.M.™ LIVE for financial advisors

How AI Will Destroy All Marketing Strategies In 18 Months Or Less —A.U.M.™ LIVE for financial advisors

The AI revolution isn’t coming—it’s already here. Join Kalli Fedusenko and Len Ward for a high-impact session on “How AI Will Destroy All Marketing Strategies in 18 Months or Less.”Len has spent over ...

16 Kesä 202532min

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