A.U.M. - Ask Us Marketing™

Savvy Advisor Marketing
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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

  1. 12/03/2025

    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 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 their strategy and get real results from live events. Whether you’ve run 100 seminars or haven’t hosted your first one yet, this episode will show you what works now.➡️ How AcquireUp targets and fills in-room events➡️ What makes a seminar actually convert (hint: it’s not just the dinner)➡️ The biggest mistakes advisors make—and how to avoid them➡️ Tips for boosting post-event conversion and client engagement✨ Brought to you by the Financial Planning Association (FPA)

    32 min

  2. 11/17/2025

    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 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 assessments, you’ll learn how to turn your lead gen tools into actual sales enablement strategies. ➡️ How Nitrogen evolved from a risk tool to a sales engine ➡️ Why interactivity boosts conversions and trust ➡️ What to do with the data once a lead is captured ➡️ How advisors can build their own tools to drive results ✨ Brought to you by the Financial Planning Association (FPA)

    35 min

  3. 11/03/2025

    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.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 your content strategy.➡️ What makes a testimonial valuable in AI-driven marketing➡️ How to collect testimonials that are rich, specific, and useful➡️ Ways to structure testimonials for maximum conversion➡️ How to feed testimonials into AI tools for better content output ✨ Brought to you by the Financial Planning Association (FPA)

    33 min

  4. 10/27/2025

    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 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 making it happen. ➡️ What Author Prime is and how it works ➡️ Why financial advisors benefit from publishing a book ➡️ How to repurpose your existing blogs, emails, and more ➡️ Tips for using your book as a marketing and credibility tool ✨ Brought to you by the Financial Planning Association (FPA)

    33 min

  5. 10/13/2025

    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 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 tools to show up (and rank) like a pro. ➡️ Why great podcasts still get buried—and how to fix it ➡️ How titles, descriptions, and tags impact discovery ➡️ Whether (and how) to promote your podcast on YouTube ➡️ Easy tweaks to get more visibility—starting today ✨ Brought to you by the Financial Planning Association (FPA)

    31 min

  6. 09/29/2025

    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 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 a brand evangelist is—and why the role is growing ➡️ How evangelists help firms connect with their audience ➡️ Whether you should hire one or become one yourself ➡️ How to start building your brand’s voice with intention ✨ Brought to you by the Financial Planning Association (FPA)

    32 min

  7. 09/17/2025

    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.™ 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).

    33 min

  8. 08/26/2025

    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 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)

    39 min
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About

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

Information

  • Creator
    Savvy Advisor Marketing
  • Years Active
    2024 - 2025
  • Episodes
    77
  • Rating
    Clean
  • Copyright
    © Savvy Advisor Marketing
  • Show Website
    A.U.M. - Ask Us Marketing™