A.U.M.™ - The Face of Growth
Update: 2025-06-30
Description
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).
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