Connect On A Deeper Level —A.U.M.™ LIVE

Connect On A Deeper Level —A.U.M.™ LIVE

There are few things more disappointing than watching your clients ignore your advice. But what if you could dig underneath that “Oh, I changed my mind” and get to the root of what drives their financial decisions? On this episode of A.U.M.™ sponsored by the FPA, we’re talking about how to be the kind of advisor who clients really open up to, and how you can use that trust to provide financial strategies that reflect their core values and beliefs. Join us as we talk about the power of relational marketing and behavioral finance with Katie Braden of C&J Innovations.


Episoder(80)

Your Branding is the Face of Growth —A.U.M.™ LIVE for financial advisors

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 Jun 202536min

Advisor AI Tools You Need to Succeed —A.U.M.™ LIVE for financial advisors

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 Jun 202530min

How AI Will Destroy All Marketing Strategies In 18 Months Or Less —A.U.M.™ LIVE for financial advisors

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 Jun 202532min

Live Advisor Website Review —A.U.M.™ LIVE for financial advisors

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 Mai 202555min

Attract Ideal Clients Through Webinars —A.U.M.™ LIVE for financial advisors

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 Mai 202531min

How Advisors Can Win Sales With Writing —A.U.M.™ LIVE for financial advisors

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 Apr 202537min

How Advisors Can Sound Like a Pro: Using Voice to Strengthen Your Brand —A.U.M.™ LIVE for financial advisors

How Advisors Can Sound Like a Pro: Using Voice to Strengthen Your Brand —A.U.M.™ LIVE for financial advisors

Your voice is more than just sound—it’s your brand’s first impression. Join Kalli Fedusenko and Jodi Krangle of VoiceOversAndVocals.com for a fascinating session on “Sound Like a Pro: Using Voice to S...

21 Apr 202535min

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

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