A.U.M. - Ask Us Marketing™

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...

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Podcasting can grow your brand—or waste your time. The difference? A smart strategy. Join Kalli Fedusenko, Advisor Marketing for a solo session previewing her 4 P’s of Podcasting—the foundation of her new course built specifically for financial advisors.

Whether you’re just launching or trying to grow an existing show, this session will help you focus on what actually matters.

➡️ What the 4 P’s are—and why...

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...

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 be...

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 bigg...

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 ...

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 adviso...

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 strateg...

Get ready for some on-the-spot marketing magic! What makes a website work for financial advisors? Find out in this live, rapid-fire audit session with Kalli Fedusenko as she hosts and leads “Live! Website Reviews.”

From homepage hooks to call-to-action flops, Kalli will break down exactly what’s helping advisors attract clients—and what’s driving them away. If you’ve ever wondered what a marketing pro really thinks about your site, ...

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 ...

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 wr...