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 Mars 202520min
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 Mars 202531min
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
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
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
How to Be a Crazy Good Presenter —A.U.M.™ LIVE for financial advisors
In this FPA-sponsored A.U.M. - Ask Us Marketing™ episode, hosted by Kalli Collective, we’re diving into the secrets of delivering presentations that captivate, engage, and leave a lasting impact. Whet...
27 Jan 202539min
Marketing Mistakes Advisors Make (And How to Avoid Them!) —A.U.M.™ LIVE
Every advisor wants their marketing to stand out—but what if you’re making mistakes that are holding you back? In this FPA-sponsored A.U.M. - Ask Us Marketing™ episode, hosted by Kalli Collective, we’...
16 Dec 202423min
How Advisors Should Define Their Ideal Client —A.U.M.™ LIVE
In this FPA-sponsored A.U.M. - Ask Us Marketing™ episode, hosted by advisor marketing firm Kalli Collective, we explore how financial advisors can define and attract their ideal client. Lori Thiel, CE...
9 Dec 202452min
