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
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
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
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
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
Live Advisor Website Review —A.U.M.™ LIVE for financial advisors
Get ready for some on-the-spot marketing magic! What makes a website work for financial advisors? Find out in this live, rapid-fire audit session with Kalli Fedusenko as she hosts and leads “Live! Web...
19 Touko 202555min
Attract Ideal Clients Through Webinars —A.U.M.™ LIVE for financial advisors
Webinars can do more than educate—they can generate leads from your exact niche. Join Kalli Fedusenko and Elizabeth Reider from Indigo Marketing Agency for a tactical session on “Attract Ideal Clients...
12 Touko 202531min
How Advisors Can Win Sales With Writing —A.U.M.™ LIVE for financial advisors
Words sell—when they're the right ones. Join Kalli Fedusenko and Derek Pollard for "Win Sales with Writing", a powerful session on how to craft compelling copy that connects, converts, and builds long...
28 Huhti 202537min
