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
Making a Human Connection in an AI World Featuring Nicole Noonan — A.U.M.™ for Fianncial Advisors
Technology is evolving fast—but relationships still drive the financial planning business.In this episode of the Making the Most of AI series, we’re talking about the role human connection plays in an...
20 Apr 24min
Winning the Retirement Conversation Featuring Chris Mediate — A.U.M.™ for financial advisors
When it comes to working with pre-retirees and retirees, connection matters more than ever.Join Kalli Fedusenko and Chris Mediate of Mediate Financial for a conversation on how building real relations...
13 Apr 33min
AI-Powered Prospecting Featuring Andie Lafontant — A.U.M.™ for financial advisors
When you combine a clear niche with thoughtful AI use, prospecting stops feeling awkward—and starts feeling strategic.Join Kalli Fedusenko and Andie Lafontant, CFP®, of Blue Zone Wealth Advisors for a...
16 Mars 30min
AI is Not Private: What Advisors Need to Know Featuring Ryan Griffiths — A.U.M.™ for financial advisors
Your brand isn’t just what you post — it’s everything the internet knows about you.In this Making the Most of AI episode, join host Kalli Fedusenko from Savvy Advisor Marketing and Ryan Griffiths, for...
9 Mars 34min
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 Mars 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
