A.U.M. - Ask Us Marketing™ Podcast Por Savvy Advisor Marketing arte de portada

A.U.M. - Ask Us Marketing™

A.U.M. - Ask Us Marketing™

De: 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.liveSavvy Advisor Marketing Economía Marketing Marketing y Ventas
Episodios
  • A.U.M.™ - The Face of Growth

    A.U.M.™ - The Face of Growth
    Jun 30 2025

    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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    37 m
  • A.U.M.™ - AI Tools You Need to Succeed

    A.U.M.™ - AI Tools You Need to Succeed
    Jun 23 2025

    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).
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    30 m
  • A.U.M.™ - How AI Will Destroy All Marketing Strategies In 18 Months Or Less

    A.U.M.™ - How AI Will Destroy All Marketing Strategies In 18 Months Or Less
    Jun 16 2025

    The AI revolution isn’t coming—it’s already here. Join Kalli Fedusenko and Len Ward for a high-impact session on “How AI Will Destroy All Marketing Strategies in 18 Months or Less.”

    Len has spent over two decades riding the waves of digital disruption, and he’s not pulling any punches. In this episode, he’ll share how AI is dismantling traditional marketing approaches, what’s next, and how financial advisors can evolve their strategy to stay in the game.

    ➡️ What marketing tactics will be obsolete in the next 18 months
    ➡️ The AI-driven changes reshaping buyer behavior and content creation
    ➡️ Why financial advisors need to rethink “value” in their marketing
    ➡️ Concrete steps to stay ahead of the shift and avoid irrelevance

    ✨ Brought to you by the Financial Planning Association (FPA).



    Kalli mentioned "You can't ask that" during the this episode: https://www.netflix.com/title/81232129
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    33 m
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