A.U.M. - Ask Us Marketing™

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 through a robust Google Review str...

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 videos can build trust faster than tradition...

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 clients for reviews naturally

 Ways to us...

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 connection still matters in an AI-driven world
 W...

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 uses tools like Snappy Kraken to support his...

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 avatar is and how it works
 How to create you...

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 niching sharpens your messaging and referral...

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 about you

➡️ Why AI should inf...

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 Zocks helps you show up consistently...

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 tools to support creative and s...

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 their strategy and get real results f...

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 lea...

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...

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 ho...

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 ...

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 t...

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 se...

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—...

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 witho...