Brains, Biases & Better Conversations for Advisors —A.U.M.™ LIVE for financial advisors

Brains, Biases & Better Conversations for Advisors —A.U.M.™ LIVE for financial advisors

Financial decisions aren’t just about numbers—they’re deeply human. Join Kalli Fedusenko, Advisor Marketing, Speaker and Brendan Frazier of RFG Advisory for an eye-opening episode on how behavioral finance can make you a better marketer, communicator, and advisor.
Brendan will break down how understanding your client’s brain (and your own) can lead to stronger relationships and smarter strategy.
➡️ How biases impact client decisions—and what to do about it
➡️ Tips for building trust using behavioral insights
➡️ How to apply behavioral finance to marketing and messaging
➡️ Mindset tools for advisors navigating emotional or high-stakes conversations
✨ Brought to you by the Financial Planning Association (FPA)

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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

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

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21 Heinä 202535min

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

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

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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...

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

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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

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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 ...

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