A.U.M. - Ask Us Marketing™

Join  Kalli Fedusenko  and  Nick Daugherty  of  FinancialCop  as they break down what it really takes to find, land, and deeply serve a specific niche market.  The reality of choosing a hyper-specific audience and running with it  How to build genuine trust within a tight-knit, naturally skeptical community  The truth about whether narrowing your focus limits your growth or accelerates it  Brought...

Choosing a niche can feel intimidating—but the right audience can transform your business. In this episode,  Michael Labos , founder of  GenX Wealth Partners , shares the story of how he rebuilt his practice by focusing on the clients he truly wanted to serve. After an early niche attempt didn’t work and nearly led him to sell his firm, Michael used that experience to redefine his approach. Today,...

One negative review doesn’t have to ruin your reputation. Join Kalli Fedusenko, Advisor Marketing, Speaker and Whit Lanier of Amplify Reviews for a reputation-saving session on how to come back from bad Google reviews. In this 2025 Replay, Whit will break down how to respond with professionalism, rebuild trust, and proactively protect your online presence moving forward.➡️ What to do (and avoid) a...

Brought to you by the Financial Planning Association (FPA) What do prospects see when they Google “financial advisor near me”? If your profile doesn't immediately signal trust, you're handing business to the firm down the street. In this 2024 episode replay, we sit down with Tim Goodwin of Goodwin Investment Advisory to break down the exact tactical steps he used to generate 13 new clients...

Nothing builds credibility quite like hearing directly from the people you serve. Join  Kalli Fedusenko  and  Art Dinkin  from  DV Financial  for a conversation about the real impact testimonial videos can have on advisor marketing. Art will share what prompted his firm to create client testimonial videos and the success they’ve seen since putting those stories front and center.  Why testimonial v...

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 online reputation by collecting and using client reviews as part of their marketing strategy.  Why client reviews influence prospect decisions  Where reviews show up in your online presence  How to ask c...

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 increasingly automated world.  Nicole Noonan  shares her perspective on how advisors can use technology while still building meaningful relationships with the people they serve.  Why human connectio...

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 relationships has helped grow a retirement-focused advisory practice—and why human connection still drives results in a digital world. Chris will share what’s actually worked for him, including how he u...

Creating video content consistently is one of the biggest marketing challenges for advisors. In this Making the Most of AI episode, we’re exploring how  HeyGen  allows you to create an AI avatar of yourself that can deliver video messages without requiring new recordings every time. You’ll see how the technology works and where it can fit into a modern advisor marketing strategy.  What an AI avata...

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 conversation on how niching into entrepreneurs and business owners helped her build a powerful referral network—and how she’s using ChatGPT to support outreach and prospect preparation.  How nic...

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 , former Google professional, for a strategic conversation on digital footprint, AI usage, and why real authority requires more than templates and automation. ➡️ What your digital footprint actually says...

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 Zocks are helping advisors do better marketing—not just more of it. In this Making the Most of AI episode, we’ll talk about how client meeting notes can be repurposed into relevant messaging, how Zock...

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 ideation to workflow efficiency. If you’ve felt overwhelmed, skeptical, or unsure where to begin with AI, this is a judgment-free zone to see what’s possible (and what’s not). ➡️ How an agency uses AI to...

Are IRL Seminars Still Working? — A.U.M.™ LIVE for financial advisors Seminar marketing isn’t what it used to be—it’s better. Join  Kalli Fedusenko, Advisor Marketing, Speaker  and  Derek Janis  from  AcquireUp  for a conversation about how modern advisors are using in-person events to consistently fill their pipeline with warm, qualified leads. AcquireUp has helped thousands of advisors refine th...

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  Nitrogen , for a deep dive into how interactive lead magnets are helping financial advisors drive more qualified leads and close more business. From quizzes to calculators to real-time risk asse...

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.com/ ) on how to use testimonials to optimize your content and improve AI-driven personalization. From better prompts to smarter placements, you’ll learn how to make social proof work harder in y...

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 platform helping professionals transform their digital content into professionally published books. If you’ve ever dreamed of writing a book—but didn’t have the time—this is your shortcut to makin...

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 make your podcast discoverable so your content actually reaches the people you want to serve. Whether you’ve launched or are just planning your first episode, this session will give you the tool...

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 how it can help advisors and firms stand out in a noisy industry. If you're looking for stronger visibility, better trust, and more aligned leads, this is the role you didn’t know you were missing...

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.™ focused on email and text marketing best practices for advisors. With millions of campaigns under their belt, Snappy Kraken has the numbers—and Robert’s here to share them. ➡️ What makes someon...

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 finance can make you a better marketer, communicator, and advisor. Brendan will break down how understanding your client’s brain (and your own) can lead to stronger relationships and smarter strat...

One negative review doesn’t have to ruin your reputation. Join  Kalli Fedusenko, Advisor Marketing, Speaker  and  Whit Lanier  of  Amplify Reviews  for a reputation-saving session on how to come back from bad Google reviews. Whit will break down how to respond with professionalism, rebuild trust, and proactively protect your online presence moving forward. ➡️ What to do (and avoid) after getting a...

Click to get your checklist. Podcasting can grow your brand—or waste your time. The difference? A smart strategy. Join  Kalli Fedusenko, Advisor Marketing  for a solo session previewing her 4 P’s of Podcasting—the foundation of her new course built specifically for financial advisors. Whether you’re just launching or trying to grow an existing show, this session will help you focus on what actuall...

What does it really take to build a powerful brand? (Spoiler: It’s not just picking colors and fonts.) Join  Kalli Fedusenko, Advisor Marketing  and  Josh Passler (FinArt)  for a behind-the-scenes episode where they get real about the creative chaos, strategic choices, and late-night tweaks that go into building memorable brands for financial advisors. ➡️ Branding tools and workflows that actually...

Running a firm’s brand requires more than just big ideas—it takes behind-the-scenes precision. Join  Kalli Fedusenko, Advisor Marketing  and  Denise Milano Sprung  from  Mitlin Financial, Inc®  for part two of our Mitlin series, “Behind the Brand at Mitlin.” Denise will share what it takes to support brand growth from the inside, keep things moving, and hold it all together as the brand evolves. ➡...