How To Teach Your Client's Children About Building Wealth —A.U.M.™ LIVE

How To Teach Your Client's Children About Building Wealth —A.U.M.™ LIVE

How ecstatic would your clients and your clients' children be if you could help them get a degree from college with little to no debt? Yeah, we thought so. Well, that's exactly what we're going to be talking to Nia Grant about in this A.U.M. - Ask Us Marketing™ episode brought to you by the FPA. Nia received $1,000,000 (yep, that's the right amount of zeros) in grants and scholarships towards college and now she's making it her mission to teach others how to get cash for, during, and after college. And, did we mention she is shining bright light of joy? If you're strategizing how to connect with the next generation of investors, then this is the episode for you!

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AI is Not Private: What Advisors Need to Know Featuring Ryan Griffiths — A.U.M.™ for financial advisors

AI is Not Private: What Advisors Need to Know Featuring Ryan Griffiths — A.U.M.™ for financial advisors

Your brand isn’t just what you post — it’s everything the internet knows about you.In this Making the Most of AI episode, join host Kalli Fedusenko from Savvy Advisor Marketing and Ryan Griffiths, for...

9 Maalis 34min

AI Isn't Magic, It's a Muscle Featuring Matt "GPT" Halloran — A.U.M.™ for financial advisors

AI Isn't Magic, It's a Muscle Featuring Matt "GPT" Halloran — A.U.M.™ for financial advisors

Advisors don’t need more tech—they need more time and more connection. In this Making the Most of AI episode, Kalli Fedusenko sits down with Matt “GPT” Halloran from Zocks to unpack how AI tools like ...

2 Maalis 31min

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

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 ide...

23 Helmi 30min

Are IRL Seminars Still Working? - A.U.M.™ LIVE

Are IRL Seminars Still Working? - A.U.M.™ LIVE

Are IRL Seminars Still Working? — A.U.M.™ LIVE for financial advisorsSeminar marketing isn’t what it used to be—it’s better. Join Kalli Fedusenko, Advisor Marketing, Speaker and Derek Janis from Acqui...

3 Joulu 202531min

How Interactive Lead Magnets Drive Sales Conversations - A.U.M.™ for Financial Advisors

How Interactive Lead Magnets Drive Sales Conversations - A.U.M.™ for Financial Advisors

Not all lead magnets are created equal—and the best ones don’t just collect emails… they create conversations. Join Kalli Fedusenko, Advisor Marketing, Speaker and Craig Clark, Chief Growth Officer at...

17 Marras 202535min

How Testimonials Outcompete AI - A.U.M.™ for Financial Advisors

How Testimonials Outcompete AI - A.U.M.™ for Financial Advisors

Your testimonials are more than just nice words—they’re strategic fuel for better marketing. Join Kalli Fedusenko, Advisor Marketing, Speaker and Brian Thorp from Wealthtender (https://wealthtender.co...

3 Marras 202532min

You’ve Already Written a Book — A.U.M.™ LIVE for financial advisors

You’ve Already Written a Book — A.U.M.™ LIVE for financial advisors

You’ve already written a lot. Now it’s time to turn that into something lasting. Join Kalli Fedusenko, Advisor Marketing, Speaker and Brian Hart for a practical conversation about Author Prime, the pl...

27 Loka 202533min

Make Your Podcast Discoverable - A.U.M.™ LIVE for financial advisors

Make Your Podcast Discoverable - A.U.M.™ LIVE for financial advisors

Publishing your podcast is only half the battle—getting it found is the other. Join Kalli Fedusenko, Advisor Marketing, Speaker and Justin Peters of SimplePod Studios for a no-fluff session on how to ...

13 Loka 202531min

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