Grow Your Online Reputation With Testimonials —A.U.M.™ LIVE

Grow Your Online Reputation With Testimonials —A.U.M.™ LIVE

When you realize that 90% of consumers read reviews before committing to a purchase, the value of creating and implementing a testimonial process is obvious. But since we’re only four years out from the SEC allowing advisors to share testimonials, navigating the regulations can be tricky. How and where can you share client reviews? And how do you collect those reviews in the first place? Andrew Johnson of TestimonialiQ joins Kalli for another exciting episode of Ask Us Marketing, sponsored by the FPA, as they talk about how you can navigate regulations and use reviews to help your firm rise to the top of search engine results.


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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

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