A.U.M. - Ask Us Marketing™

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 ...

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 m...

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 tha...

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 ad...

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
➡️ Strateg...

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 th...

Your voice is more than just sound—it’s your brand’s first impression. Join Kalli Fedusenko and Jodi Krangle of VoiceOversAndVocals.com for a fascinating session on “Sound Like a Pro: Using Voice to Strengthen Your Brand.”

Whether you’re recording a welcome video, running a podcast, or just leaving a voicemail, the way you speak matters. Jodi will share how to make your voice a strategic asset—not an afterthought.

➡️ How voice impact...

Your audience has changed—has your marketing kept up? Join Kalli Fedusenko and Jess Flynn from Intention.ly for a forward-looking, data-backed session on “What’s Working in Q1 2025.”

From client engagement to lead generation, we will reveal what’s really moving the needle for advisors right now—and how to make the most of it.

➡️ The highest-performing marketing tactics this quarter
➡️ Where advisors should be focusing their time and e...

Lighting can make or break your video content, and no one knows this better than Michelob Fedusenko. As a professional grip with experience working on Hallmark movies, music videos, and commercials for everyone from Garth Brooks to the Tennessee Titans, Michelob knows exactly how to craft the perfect lighting setup for any project.

Join Kalli Fedusenko and Michelob Fedusenko for an expert breakdown on how to light your videos like a...

Networking doesn’t have to be awkward or uncomfortable. Join Kalli Fedusenko and Melissa from PowerfulWomenRising.com for an empowering session on "How to Network Like a Human, Not a Salesy Weirdo."

Here’s what you’ll learn:
➡️ How to make networking feel authentic and enjoyable.
➡️ Tips for starting conversations that leave a lasting impression.
➡️ Strategies for building genuine relationships, not just collectin...

In this episode of A.U.M. - Ask Us Marketing™, Kalli Fedusenko is breaking down the essential website-related terms every financial planner needs to know. Whether you’re dealing with IT providers, updating your site, or troubleshooting email issues, understanding these terms will help you stay in control of your online presence.

➡️ What’s the difference between a domain registrar, DNS provider, and web host?
➡️ Why do A Records, CNAM...

Some conversations open doors—others fall flat. Join Kalli Fedusenko and Kyle Coon from KyleCoon.com for a powerful session on "Making Conversations That Count."

Here’s what you’ll learn:
➡️ How to start conversations that build trust and engagement.
➡️ Ways to move past small talk and create real connections.
➡️ Strategies for turning conversations into business opportunities.
➡️ The biggest mistakes to avoid when networking and relati...

In the fast-paced world of financial services, a single PR misstep can have lasting consequences. Join Kalli Fedusenko and John from Arichopinion.com for an essential session on "Public Relations & What to Do in a Crisis Situation."

Here’s what you’ll learn:
➡️ How to prepare for potential crises and protect your reputation.
➡️ Steps to take when a PR disaster strikes.
➡️ Tips for crafting empathetic, effectiv...

What's worse than reading "Go directly to jail. Do not pass Go, do not collect $200" during Monopoly? Reading "As a result of our examination, FINRA has elected to refer this matter to FINRA's Department of Enforcement." Cue the pit in the bottom of your stomach.

In this FPA sponsored A.U.M. - Ask Us Marketing™ episode, hosted by advisor marketing firm Kalli Collective, we'll get the lowdown on the li...

Struggling to stay in touch with prospects while juggling a million other tasks? It’s time to automate smarter, not harder! Join Kalli Fedusenko for an exclusive live event featuring Ely Delaney, creator of the Follow Up Rockstar System, as he shares his expertise on crafting automated follow-up sequences that nurture relationships and grow your business.

In this session, you’ll learn:

➡️ What to say in your follow-ups to stand out...

In this FPA-sponsored A.U.M. - Ask Us Marketing™ episode, hosted by Kalli Collective, we’re diving into the secrets of delivering presentations that captivate, engage, and leave a lasting impact. Whether you're speaking to clients, prospects, or peers, being an exceptional presenter can set you apart.

Join Kalli and Deirdre Van Nest of Crazy Good Talks to learn actionable strategies to command the room, communicate your message...

Every advisor wants their marketing to stand out—but what if you’re making mistakes that are holding you back? In this FPA-sponsored A.U.M. - Ask Us Marketing™ episode, hosted by Kalli Collective, we’re diving deep into the most common marketing missteps financial advisors make and, more importantly, how to fix them.

From unclear messaging to outdated strategies, we’ll walk you through practical solutions that ensure your marketing...