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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.live
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.live
Presentadores:
Frecuencia de actualización:
every 12 days
Duración media del audio:
33 minutes
Entrevistas a invitados
Inglés
Estados Unidos
96 episodios
desde 6 de febrero de 2023
episodic
ÚLTIMO EPISODIO 🔗
Great advisory firms don’t run on hustle—they run on systems.
In this episode, guest host Derek Pollard of Constellar Creative speaks with Natalie Bergsma of Beyond FA about how thoughtful processes help advisors deliver a consistent client experience, operate more efficiently, and grow without ch…
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EPISODIOS ANTERIORES 🔗
Brought to you by the Financial Planning Association (FPA)
Does being "professional" mean you have to be boring? Aaron Buchner doesn't think so.
As an advisor, Aaron has found that leaning into relatability and a "Prick-Free" philosophy isn't just about being nice—it’s about b…
Financial advice requires professionalism—but connection often comes from something more personal.
Join Laura Garfield of Idea Decanter and Ari Baum, founder of Endurance Wealth Partners, for a conversation about the balance between professional credibility and relatable storytelling in advisor ma…
Financial content often struggles to connect with everyday audiences—but relatable stories can change that.
Join Derek Pollard of Constellar Creative and Drew Boyer, CFP®, founder of Boyer Financial Group and creator of Sound Returns, for a conversation about how advisors can create content that r…
Join guest host Matt Halloran and Mando Sallavanti III of Freedom Path Wealth as they break down the conversational blueprint for turning social connections into paying clients.
➡️ Why automated, generic corporate content is actively killing your digital pipeline
➡️ The exact framework for convert…
Join Kalli Fedusenko and Nick Daugherty of FinancialCop as they break down what it really takes to find, land, and deeply serve a specific niche market.
The reality of choosing a hyper-specific audience and running with it How to build genuine trust within a tight-knit, naturally skeptical communi…
Choosing a niche can feel intimidating—but the right audience can transform your business.
In this episode, Michael Labos, founder of GenX Wealth Partners, shares the story of how he rebuilt his practice by focusing on the clients he truly wanted to serve. After an early niche attempt didn’t work a…
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.In this 2025 Replay, Whit will break down how to respond with professionalism, re…
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 …
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 video…
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