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Recent Episodes
S4 AI-Powered Prospecting Featuring Andie Lafontant — A.U.M.™ for financial advisors
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…
S4 AI is Not Private: What Advisors Need to Know Featuring Ryan Griffiths — A.U.M.™ for financial advisors
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,…
S4 AI Isn't Magic, It's a Muscle Featuring Matt "GPT" Halloran — A.U.M.™ for financial advisors
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…
S4 Intro Episode Making the Most of AI - A.U.M.™ for financial advisors
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…
S3 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…
S3 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…
S3 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…
S3 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…
S3 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…
S3 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…
S3 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…
S3 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…
S3 How to Come Back From Bad Google Reviews —A.U.M.™ LIVE for financial advisors
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…
DIY Podcast: The 4 P's —A.U.M.™ LIVE for financial advisors
Click to get your checklist.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…
S3 How the Branding Gets Made —A.U.M.™ LIVE for financial advisors
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…
S3 Mitlin Success (Part 2): Behind the Brand —A.U.M.™ LIVE for financial advisors
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…
S3 Mitlin Success (Part 1): Building the Brand —A.U.M.™ LIVE for financial advisors
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…
S3 Your Branding is the Face of Growth —A.U.M.™ LIVE for financial advisors
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…
S3 Advisor AI Tools You Need to Succeed —A.U.M.™ LIVE for financial advisors
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…
How AI Will Destroy All Marketing Strategies In 18 Months Or Less —A.U.M.™ LIVE for financial advisors
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…
Frequently Asked Questions
A.U.M. - Ask Us Marketing™ has published 81 episodes since February 2023, covering topics in Business, Marketing.
A.U.M. - Ask Us Marketing™ is currently active with new episodes every 2 weeks. Average episode length is 32m.
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