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 ideation to workflow efficiency.


If you’ve felt overwhelmed, skeptical, or unsure where to begin with AI, this is a judgment-free zone to see what’s possible (and what’s not).


➡️ How an agency uses AI tools to support creative and strategy

➡️ Specific use cases that save time and boost ideas

➡️ Where AI still can’t match human judgment

➡️ What advisors should (and shouldn’t) be doing with AI right now


✨ Brought to you by the Financial Planning Association (FPA)

Episoder(81)

How to Be a Crazy Good Presenter —A.U.M.™ LIVE for financial advisors

How to Be a Crazy Good Presenter —A.U.M.™ LIVE for financial advisors

In this FPA-sponsored A.U.M. - Ask Us Marketing™ episode, hosted by Kalli Collective, we’re diving into the secrets of delivering presentations that captivate, engage, and leave a lasting impact. Whet...

27 Jan 202539min

Marketing Mistakes Advisors Make (And How to Avoid Them!) —A.U.M.™ LIVE

Marketing Mistakes Advisors Make (And How to Avoid Them!) —A.U.M.™ LIVE

Every advisor wants their marketing to stand out—but what if you’re making mistakes that are holding you back? In this FPA-sponsored A.U.M. - Ask Us Marketing™ episode, hosted by Kalli Collective, we’...

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How Advisors Should Define Their Ideal Client —A.U.M.™ LIVE

How Advisors Should Define Their Ideal Client —A.U.M.™ LIVE

In this FPA-sponsored A.U.M. - Ask Us Marketing™ episode, hosted by advisor marketing firm Kalli Collective, we explore how financial advisors can define and attract their ideal client. Lori Thiel, CE...

9 Des 202452min

Creating Atomic Content —A.U.M.™ LIVE

Creating Atomic Content —A.U.M.™ LIVE

In this FPA-sponsored episode of A.U.M. - Ask Us Marketing™, hosted by Kalli Collective, we’re excited to feature Matt Halloran from ProudMouth, discussing the innovative Atomic Content method. Matt b...

25 Nov 202433min

Become a Video #Finfluencer —A.U.M.™ LIVE

Become a Video #Finfluencer —A.U.M.™ LIVE

Do you want to amplify your voice as a financial advisor and become a trusted expert in your niche? In this FPA-sponsored episode of A.U.M. - Ask Us Marketing™, hosted by Kalli Collective, we’re joine...

18 Nov 202429min

Kitces on His 2024 Marketing Research Report —A.U.M.™ LIVE

Kitces on His 2024 Marketing Research Report —A.U.M.™ LIVE

In this FPA-sponsored episode of A.U.M. - Ask Us Marketing™, Michael Kitces, creator of the Nerd’s Eye View blog, joins us to unpack his latest 2024 marketing research. Hosted by advisor marketing fir...

4 Nov 202435min

Repurposing Your Podcast Content —A.U.M.™ LIVE

Repurposing Your Podcast Content —A.U.M.™ LIVE

In this FPA-sponsored A.U.M. - Ask Us Marketing™ episode, hosted by Kalli Collective, you’ll discover how to maximize the impact of your podcast content with Sarah Hopkinson, founder of CopyHop. Learn...

21 Okt 202422min

Event Essentials for Advisors —A.U.M.™ LIVE

Event Essentials for Advisors —A.U.M.™ LIVE

Hosting successful events can be a game-changer for financial advisors looking to connect with clients and prospects in a meaningful way. But what does it take to create an event that leaves a lasting...

30 Sep 202430min

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