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 Mar 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 Feb 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 Des 202531min
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 Nov 202535min
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 Nov 202532min
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 Okt 202533min
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 Okt 202531min
