Identifying and Combating Online Security Threats —A.U.M.™ LIVE

Identifying and Combating Online Security Threats —A.U.M.™ LIVE

So your password isn’t FinancialAdvisor123 and your security question isn’t your dog’s name; you’ve got those down pat. But what about all of the other ways your firm is vulnerable to cybercrime? Keeping your practice safe from digital security breaches and compliance fines is just as important as protecting your client’s confidentiality, and, SPOILER ALERT: that includes your marketing. In this episode of Ask Us Marketing™, sponsored by the FPA, we’re talking about how what you share on social media and your website can leave you vulnerable to cybercrime. Learn how to look at your content through the lens of a cybersecurity expert as we talk with Daniel Metcalf, speaker, tech enthusiast, Co-Founder and President of Cyberfin.


Episoder(77)

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

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

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