A.U.M. - Ask Us Marketing™
Subscribed: 1Played: 0
Subscribe
© Savvy Advisor Marketing
Description
Calling all financial advisors!
Ready to spice up your lunch hour? A.U.M (Ask Us Marketing) is a 30-minute live stream airing every Monday (except holidays) at noon central, 12 p.m. CST. A live event crafted to satisfy your business growth cravings. We’re taking the mystery out of savvy marketing with featured guests from various professional marketing niches. You’ve got questions. We’ve got answers.
https://askusmarketing.live
Ready to spice up your lunch hour? A.U.M (Ask Us Marketing) is a 30-minute live stream airing every Monday (except holidays) at noon central, 12 p.m. CST. A live event crafted to satisfy your business growth cravings. We’re taking the mystery out of savvy marketing with featured guests from various professional marketing niches. You’ve got questions. We’ve got answers.
https://askusmarketing.live
71 Episodes
Reverse
There are few things more disappointing than watching your clients ignore your advice. But what if you could dig underneath that “Oh, I changed my mind” and get to the root of what drives their financial decisions? On this episode of A.U.M.™ sponsored by the FPA, we’re talking about how to be the kind of advisor who clients really open up to, and how you can use that trust to provide financial strategies that reflect their core values and beliefs. Join us as we talk about the power of relational marketing and behavioral finance with Katie Braden of C&J Innovations.
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 someone open, click, and reply➡️ Best times to send and how often to follow up➡️ How to use texting without overstepping➡️ Biggest mistakes that sabotage engagement✨ Brought to you by the Financial Planning Association (FPA).
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 strategy.➡️ How biases impact client decisions—and what to do about it➡️ Tips for building trust using behavioral insights➡️ How to apply behavioral finance to marketing and messaging➡️ Mindset tools for advisors navigating emotional or high-stakes conversations✨ Brought to you by the Financial Planning Association (FPA)
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 bad review➡️ How to respond publicly without making it worse➡️ When to flag vs. when to engage➡️ How to strengthen your reputation over time✨ Brought to you by the Financial Planning Association (FPA).
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 get results➡️ Common challenges—and how to tackle them➡️ How client input and collaboration shapes the final product➡️ A live brand audit if the creative mood strikes✨ Brought to you by the Financial Planning Association (FPA).
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.➡️ What it takes to keep a brand on track behind the scenes➡️ How to support brand growth through operations and teamwork➡️ Lessons learned from building the Mitlin brand as a team➡️ Real-life takeaways for firms trying to grow together ✨ Brought to you by the Financial Planning Association (FPA).
A standout brand takes intention, time, and vision. Join Kalli Fedusenko of Savvy Advisor Marketing and Larry Sprung of Mitlin Financial for part one of a two-part series on how the Mitlin brand came to life—and why it works.From early brand decisions to long-term results, Larry shares the steps they took to build something memorable and meaningful.➡️ Where Mitlin’s brand started—and how it’s evolved➡️ What brand wins made the biggest impact➡️ How to grow visibility without sacrificing authenticity➡️ What advisors should know before investing in brand strategy ✨ Brought to you by the Financial Planning Association (FPA).LINKS FROM THE EPISODE:https://savvyadvisormarketing.com/podcast-coursehttps://joyfuladvisor.com/https://www.amazon.com/Traction-Get-Grip-Your-Business/https://www.mitlinfinancial.com/mitlin-money-mindset/*Shortcuts to Mitlin podcast and Traction audiobook are added
A strong brand doesn’t just attract—it aligns, evolves, and drives business forward. Join Kalli Fedusenko, Advisor Marketing and Christopher Norton from Potomac for a candid conversation on how rethinking their brand helped reshape the trajectory of their company.If you’ve ever wondered if working on your brand is worth the effort, this episode gives you a real-world look at the strategy, challenges, and results from a firm that’s walked the walk.➡️ How brand clarity influenced their marketing, culture, and growth➡️ What worked, what didn’t, and what they’d do differently➡️ Advice for advisors thinking about refreshing their own brand✨ Brought to you by the Financial Planning Association (FPA).
The AI landscape is evolving fast—and so are the tools promising to revolutionize your workflow. But which ones actually work for advisors? Join Kalli Fedusenko and David Ortiz from Advisor AI Partners for a practical session on “AI Tools You Need.” This episode will help you separate must-haves from marketing fluff and build a tech stack that supports your firm’s growth and efficiency.➡️ The essential AI tools for financial advisors in 2025➡️ How to improve client service without losing the human touch➡️ Productivity tools that actually save time (not create more work)➡️ How to start integrating AI safely and strategically✨ Brought to you by the Financial Planning Association (FPA).
Webinars can do more than educate—they can generate leads from your exact niche. Join Kalli Fedusenko and Elizabeth Reider from Indigo Marketing Agency for a tactical session on “Attract Ideal Clients Through Webinars.”Whether you’ve hosted webinars before or are just getting started, Elizabeth will show you how to make them work harder for your business.➡️ How to choose topics that speak directly to your ideal client➡️ Strategies to attract the right attendees—not just anyone with a Zoom link➡️ How to follow up post-webinar and turn interest into action➡️ Mistakes to avoid so your webinar doesn’t fall flat✨ Brought to you by the Financial Planning Association (FPA).GRWOTH STRATEGY WORKBOOK FROM ELIZABETH:https://go.indigomarketingagency.com/webinar-the-growth-strategy-workbook-for-financial-advisors
Words sell—when they're the right ones. Join Kalli Fedusenko and Derek Pollard for "Win Sales with Writing", a powerful session on how to craft compelling copy that connects, converts, and builds long-term trust.As a writer, editor, and communication strategist, Derek helps advisors clarify their message and write like real humans (not robots or corporate jargon machines). In this episode, you’ll learn how to ditch the fluff and write content that actually moves your audience to action.➡️ What most advisors get wrong about their website and marketing copy➡️ How to sound like yourself and sell effectively➡️ Why clarity beats cleverness—and how to simplify your message➡️ Tips for writing copy that turns cold leads into warm conversations✨ Brought to you by the Financial Planning Association (FPA).
Your voice is more than just sound—it’s your brand’s first impression. Join Kalli Fedusenko and Jodi Krangle of VoiceOversAndVocals.com for a fascinating session on “Sound Like a Pro: Using Voice to Strengthen Your Brand.”Whether you’re recording a welcome video, running a podcast, or just leaving a voicemail, the way you speak matters. Jodi will share how to make your voice a strategic asset—not an afterthought.➡️ How voice impacts trust, credibility, and connection➡️ Tips to improve your vocal delivery and presence➡️ Common voice mistakes to avoid (and how to fix them)➡️ Easy wins to make your audio sound more polished and professional✨ Brought to you by the Financial Planning Association (FPA).
Your audience has changed—has your marketing kept up? Join Kalli Fedusenko and Jess Flynn from Intention.ly for a forward-looking, data-backed session on “What’s Working in Q1 2025.”From client engagement to lead generation, we will reveal what’s really moving the needle for advisors right now—and how to make the most of it.➡️ The highest-performing marketing tactics this quarter➡️ Where advisors should be focusing their time and energy➡️ The content formats that are driving the most engagement➡️ Easy, actionable tweaks to level up your Q2✨ Brought to you by the Financial Planning Association (FPA).
Lighting can make or break your video content, and no one knows this better than Michelob Fedusenko. As a professional grip with experience working on Hallmark movies, music videos, and commercials for everyone from Garth Brooks to the Tennessee Titans, Michelob knows exactly how to craft the perfect lighting setup for any project.Join Kalli Fedusenko and Michelob Fedusenko for an expert breakdown on how to light your videos like a pro. Whether you're filming social media content, client videos, or professional livestreams, you’ll learn the tricks of the trade to enhance your visuals and keep your audience engaged.➡️ The biggest lighting mistakes people make—and how to avoid them➡️ Budget-friendly ways to improve your lighting setup➡️ How lighting impacts the way your brand is perceived➡️ Pro techniques for creating polished, high-quality visuals✨ Brought to you by the Financial Planning Association (FPA)
Networking doesn’t have to be awkward or uncomfortable. Join Kalli Fedusenko and Melissa from PowerfulWomenRising.com for an empowering session on "How to Network Like a Human, Not a Salesy Weirdo."Here’s what you’ll learn:➡️ How to make networking feel authentic and enjoyable.➡️ Tips for starting conversations that leave a lasting impression.➡️ Strategies for building genuine relationships, not just collecting business cards.➡️ The top networking mistakes to avoid—and what to do instead.✨ Brought to you by the Financial Planning Association (FPA)
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, updating your site, or troubleshooting email issues, understanding these terms will help you stay in control of your online presence.➡️ What’s the difference between a domain registrar, DNS provider, and web host?➡️ Why do A Records, CNAMEs, and MX Records matter for your website and email?➡️ How does your CMS affect your ability to update and manage content?➡️ What’s an SSL certificate, and why is it crucial for security and SEO?If website lingo has ever made you feel lost, this session is for you. Join us for a clear, no-nonsense breakdown of the website infrastructure financial planners rely on every day.
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 start conversations that build trust and engagement.➡️ Ways to move past small talk and create real connections.➡️ Strategies for turning conversations into business opportunities.➡️ The biggest mistakes to avoid when networking and relationship-building.✨ Brought to you by the Financial Planning Association (FPA)
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 & What to Do in a Crisis Situation."Here’s what you’ll learn:➡️ How to prepare for potential crises and protect your reputation.➡️ Steps to take when a PR disaster strikes.➡️ Tips for crafting empathetic, effective messaging during tough times.➡️ Real-life lessons from businesses that navigated crises successfully.✨ Brought to you by the Financial Planning Association (FPA)
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 Department of Enforcement." Cue the pit in the bottom of your stomach.In this FPA sponsored A.U.M. - Ask Us Marketing™ episode, hosted by advisor marketing firm Kalli Collective, we'll get the lowdown on the litigation trends that special guest Andrew Shedlock, J.D., of Kutak Rock has noticed this year—and what you can do to protect yourself.
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, creator of the Follow Up Rockstar System, as he shares his expertise on crafting automated follow-up sequences that nurture relationships and grow your business.
In this session, you’ll learn:
➡️ What to say in your follow-ups to stand out and stay top-of-mind.➡️ How to create authentic, personalized communication at scale.➡️ Proven strategies to turn automation into meaningful connections.
This is your chance to ditch the overwhelm and discover how a strategic follow-up system can bring in leads, build trust, and save time. Don’t miss it!
✨ Brought to you by the Financial Planning Association (FPA)
Comments
Download from Google Play
Download from App Store
United States