People Connect With People — A.U.M.™ for Financial Advisors

People Connect With People — A.U.M.™ for Financial Advisors

Financial advice requires professionalism—but connection often comes from something more personal.


Join Laura Garfield of Idea Decanter and Ari Baum, founder of Endurance Wealth Partners, for a conversation about the balance between professional credibility and relatable storytelling in advisor marketing.


Ari recently shared his marathon journey with his audience, creating a powerful connection that went far beyond financial topics.


➡️ Why relatable stories can strengthen client relationships

➡️ How advisors can balance professionalism with authenticity

➡️ Why personal experiences often resonate more than polished messaging

➡️ Ways advisors can share their story without losing credibility


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

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