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
AI-Powered Prospecting Featuring Andie Lafontant — A.U.M.™ for financial advisors
When you combine a clear niche with thoughtful AI use, prospecting stops feeling awkward—and starts feeling strategic.Join Kalli Fedusenko and Andie Lafontant, CFP®, of Blue Zone Wealth Advisors for a...
16 Maalis 30min
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
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
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 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
