Finance to Real Life — A.U.M.™ for Financial Advisors

Finance to Real Life — A.U.M.™ for Financial Advisors

Financial content often struggles to connect with everyday audiences—but relatable stories can change that.


Join Derek Pollard of Constellar Creative and Drew Boyer, CFP®, founder of Boyer Financial Group and creator of Sound Returns, for a conversation about how advisors can create content that resonates with real people.


By blending music and money, Drew has found a creative way to spark conversations about financial literacy and planning while making complex financial topics easier to understand.


➡️ Why relatable content connects more effectively with audiences

➡️ How storytelling can make financial topics easier to understand

➡️ The inspiration behind the Sound Returns project

➡️ Ways advisors can create more engaging marketing content


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

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Episoder(92)

Turning LInkedIn Followers Into Fact Finders - A.U.M.™ for financial advisors

Turning LInkedIn Followers Into Fact Finders - A.U.M.™ for financial advisors

Join guest host Matt Halloran and Mando Sallavanti III of Freedom Path Wealth as they break down the conversational blueprint for turning social connections into paying clients.➡️ Why automated, gener...

27 Jul 27min

What Niching Down Looks Like Featuring Nick the Financial Cop - A.U.M.™ for Financial Advisors

What Niching Down Looks Like Featuring Nick the Financial Cop - A.U.M.™ for Financial Advisors

Join Kalli Fedusenko and Nick Daugherty of FinancialCop as they break down what it really takes to find, land, and deeply serve a specific niche market. The reality of choosing a hyper-specific audien...

30 Jun 31min

The Niche That Saved My Financial Firm - A.U.M.™ for Financial Advisors

The Niche That Saved My Financial Firm - A.U.M.™ for Financial Advisors

Choosing a niche can feel intimidating—but the right audience can transform your business.In this episode, Michael Labos, founder of GenX Wealth Partners, shares the story of how he rebuilt his practi...

18 Jun 28min

REPLAY: Bad Google Review? No Problem.

REPLAY: Bad Google Review? No Problem.

One negative review doesn’t have to ruin your reputation. Join Kalli Fedusenko, Advisor Marketing, Speaker and Whit Lanier of Amplify Reviews for a reputation-saving session on how to come back from b...

18 Mai 41min

REPLAY: The $12M Google Review Strategy Featuring Tim Goodwin

REPLAY: The $12M Google Review Strategy Featuring Tim Goodwin

Brought to you by the Financial Planning Association (FPA) What do prospects see when they Google “financial advisor near me”? If your profile doesn't immediately signal trust, you're handing business...

11 Mai 33min

Turning Client Stories Into New Business - A.U.M.™ for Financial Advisors

Turning Client Stories Into New Business - A.U.M.™ for Financial Advisors

Nothing builds credibility quite like hearing directly from the people you serve.Join Kalli Fedusenko and Art Dinkin from DV Financial for a conversation about the real impact testimonial videos can h...

4 Mai 33min

Reputation Is Your Best Marketing — A.U.M.™ for Financial Advisors LIVE

Reputation Is Your Best Marketing — A.U.M.™ for Financial Advisors LIVE

Before prospects ever meet you, they’re often researching your firm online—and client reviews play a major role in what they see.In this solo episode, we explore how advisors can build a stronger onli...

27 Apr 16min

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