How Advisors Can Legally Protect Themselves When Using AI —A.U.M.™ LIVE

How Advisors Can Legally Protect Themselves When Using AI —A.U.M.™ LIVE

Are you leaving yourself open to lawsuits by using Chat GPT and other AI platforms? Learn the processes you need to implement to legally protect yourself. In this A.U.M.™ episode brought to you by the FPA Kalli talks with Andrew Shedlock of Kutak Rock LLP. Andrew focuses on representing broker/dealers, Registered Investment Advisors (“RIAs”), financial planners, CFPs®, financial advisors, and other financial institutions and professionals in litigation, arbitration, defense of regulatory enforcement actions, general regulatory and compliance matters, broker and advisor transition matters, guiding and counseling advisors and brokers going independent through all stages of the process, and buy/sell transactions (whether larger or smaller transactions). This is one area that you want to learn from others' mistakes, and not your own.


Avsnitt(77)

Are IRL Seminars Still Working? - A.U.M.™ LIVE

Are IRL Seminars Still Working? - A.U.M.™ LIVE

Are IRL Seminars Still Working? — A.U.M.™ LIVE for financial advisorsSeminar marketing isn’t what it used to be—it’s better. Join Kalli Fedusenko, Advisor Marketing, Speaker and Derek Janis from Acqui...

3 Dec 202531min

How Interactive Lead Magnets Drive Sales Conversations - A.U.M.™ for Financial Advisors

How Interactive Lead Magnets Drive Sales Conversations - A.U.M.™ for Financial Advisors

Not all lead magnets are created equal—and the best ones don’t just collect emails… they create conversations. Join Kalli Fedusenko, Advisor Marketing, Speaker and Craig Clark, Chief Growth Officer at...

17 Nov 202535min

How Testimonials Outcompete AI - A.U.M.™ for Financial Advisors

How Testimonials Outcompete AI - A.U.M.™ for Financial Advisors

Your testimonials are more than just nice words—they’re strategic fuel for better marketing. Join Kalli Fedusenko, Advisor Marketing, Speaker and Brian Thorp from Wealthtender (https://wealthtender.co...

3 Nov 202532min

You’ve Already Written a Book — A.U.M.™ LIVE for financial advisors

You’ve Already Written a Book — A.U.M.™ LIVE for financial advisors

You’ve already written a lot. Now it’s time to turn that into something lasting. Join Kalli Fedusenko, Advisor Marketing, Speaker and Brian Hart for a practical conversation about Author Prime, the pl...

27 Okt 202533min

Make Your Podcast Discoverable - A.U.M.™ LIVE for financial advisors

Make Your Podcast Discoverable - A.U.M.™ LIVE for financial advisors

Publishing your podcast is only half the battle—getting it found is the other. Join Kalli Fedusenko, Advisor Marketing, Speaker and Justin Peters of SimplePod Studios for a no-fluff session on how to ...

13 Okt 202531min

What’s a Brand Evangelist, and Do Advisors Need One? —A.U.M.™ LIVE for financial advisors

What’s a Brand Evangelist, and Do Advisors Need One? —A.U.M.™ LIVE for financial advisors

Brand evangelism isn’t just a buzzword; it’s a strategy. Join Kalli Fedusenko, Advisor Marketing, Speaker and Diana Cabrices for a dynamic episode on what a brand evangelist does, why it matters, and ...

29 Sep 202532min

Email & Text Marketing for Financial Advisors with Robert Sofia —A.U.M.™ LIVE for financial advisors

Email & Text Marketing for Financial Advisors with Robert Sofia —A.U.M.™ LIVE for financial advisors

What if you could stop guessing and start sending emails and texts that actually work? Join Kalli Fedusenko, Advisor Marketing and Robert J. Sofia of Snappy Kraken for a data-packed episode of A.U.M.™...

17 Sep 202532min

Brains, Biases & Better Conversations for Advisors —A.U.M.™ LIVE for financial advisors

Brains, Biases & Better Conversations for Advisors —A.U.M.™ LIVE for financial advisors

Financial decisions aren’t just about numbers—they’re deeply human. Join Kalli Fedusenko, Advisor Marketing, Speaker and Brendan Frazier of RFG Advisory for an eye-opening episode on how behavioral fi...

26 Aug 202538min

Populärt inom Business & ekonomi

badfluence
framgangspodden
rss-jossan-nina
varvet
rss-borsens-finest
uppgang-och-fall
avanzapodden
bathina-en-podcast
svd-tech-brief
fill-or-kill
borsmorgon
lastbilspodden
rss-kort-lang-analyspodden-fran-di
rss-inga-dumma-fragor-om-pengar
kapitalet-en-podd-om-ekonomi
rss-dagen-med-di
rss-den-nya-ekonomin
rss-borslunch
affarsvarlden
dynastin