How to Meet Your NNA Goal in a Down Market

How to Meet Your NNA Goal in a Down Market

Business growth doesn’t have to slow when the market is sluggish! Join us as we talk with Tommy Doerfler, CPA, CFP®, CEPA® of Lighthouse Wealth Group, about how he met his Net New Asset goals during a down market.

Spoiler alert: it’s all about good communication.

Episoder(81)

What's Working in Q1 2025 —A.U.M.™ LIVE for financial advisors

What's Working in Q1 2025 —A.U.M.™ LIVE for financial advisors

Your audience has changed—has your marketing kept up? Join Kalli Fedusenko and Jess Flynn from Intention.ly for a forward-looking, data-backed session on “What’s Working in Q1 2025.”From client engage...

14 Apr 202538min

How to Light Your Videos —A.U.M.™ LIVE for financial advisors

How to Light Your Videos —A.U.M.™ LIVE for financial advisors

Lighting can make or break your video content, and no one knows this better than Michelob Fedusenko. As a professional grip with experience working on Hallmark movies, music videos, and commercials fo...

31 Mar 202529min

Network Like a Human, Not a Salesy Weirdo —A.U.M.™ LIVE for financial advisors

Network Like a Human, Not a Salesy Weirdo —A.U.M.™ LIVE for financial advisors

Networking doesn’t have to be awkward or uncomfortable. Join Kalli Fedusenko and Melissa from PowerfulWomenRising.com for an empowering session on "How to Network Like a Human, Not a Salesy Weirdo."He...

24 Mar 202531min

Website Terms Every Financial Planner Needs to Know —A.U.M.™ LIVE for financial advisors

Website Terms Every Financial Planner Needs to Know —A.U.M.™ LIVE for financial advisors

In this episode of A.U.M. - Ask Us Marketing™, Kalli Fedusenko is breaking down the essential website-related terms every financial planner needs to know. Whether you’re dealing with IT providers, upd...

17 Mar 202520min

Stop Counting Conversations and Have Conversations That Count —A.U.M.™ LIVE for financial advisors

Stop Counting Conversations and Have Conversations That Count —A.U.M.™ LIVE for financial advisors

Some conversations open doors—others fall flat. Join Kalli Fedusenko and Kyle Coon from KyleCoon.com for a powerful session on "Making Conversations That Count."Here’s what you’ll learn:➡️ How to star...

10 Mar 202531min

Public Relations & What to Do In a Crisis Situation —A.U.M.™ LIVE for financial advisors

Public Relations & What to Do In a Crisis Situation —A.U.M.™ LIVE for financial advisors

In the fast-paced world of financial services, a single PR misstep can have lasting consequences. Join Kalli Fedusenko and John from Arichopinion.com for an essential session on "Public Relations & Wh...

24 Feb 202533min

FINRA/SEC Regulations Being Enforced —A.U.M.™ LIVE for financial advisors

FINRA/SEC Regulations Being Enforced —A.U.M.™ LIVE for financial advisors

What's worse than reading "Go directly to jail. Do not pass Go, do not collect $200" during Monopoly? Reading "As a result of our examination, FINRA has elected to refer this matter to FINRA's Departm...

10 Feb 202530min

What to Say in Your Automated Follow-up Sequences —A.U.M.™ LIVE for financial advisors

What to Say in Your Automated Follow-up Sequences —A.U.M.™ LIVE for financial advisors

Struggling to stay in touch with prospects while juggling a million other tasks? It’s time to automate smarter, not harder! Join Kalli Fedusenko for an exclusive live event featuring Ely Delaney, crea...

3 Feb 202533min

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