Turning Client Stories Into New Business - A.U.M.™ for Financial Advisors

REPLAY: Bad Google Review? No Problem.

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, rebuild trust, and proactively protect your online presence moving forward.➡️ What to do (and avoid) after getting a bad review➡️ How to respond publicly without making it worse➡️ When to flag vs. when to engage➡️ How to strengthen your reputation over time✨ Brought to you by the Financial Planning Association (FPA).

REPLAY: The $12M Google Review Strategy Featuring Tim Goodwin

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 Investment Advisory to break down the exact tactical steps he used to generate 13 new clients through a robust Google Review strategy. ➡️ How to optimize your profile to stop the scroll➡️ The "Secret Sauce" for getting high-quality reviews from your best clients ➡️ Navigating the SEC Marketing Rule without the headache

Turning Client Stories Into New Business - A.U.M.™ for Financial Advisors

Nothing builds credibility quite like hearing directly from the people you serve. Join Kalli Fedusenko [https://www.linkedin.com/in/kallimarie/] and Art Dinkin [https://www.linkedin.com/in/artdinkin/] from DV Financial [https://dvfin.com/] 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 videos and the success they’ve seen since putting those stories front and center.  Why testimonial videos can build trust faster than traditional marketing  How to approach clients about sharing their experience  What makes testimonial videos feel authentic instead of scripted  Lessons learned from actually putting testimonials into practice  Brought to you by the Financial Planning Association (FPA) [https://www.financialplanningassociation.org/]

Reputation Is Your Best Marketing — A.U.M.™ for Financial Advisors LIVE

Before prospects ever meet you, they’re often researching your firm online—and client reviews play a major role in what they see. In this solo episode, we explore how advisors can build a stronger online reputation by collecting and using client reviews as part of their marketing strategy.  Why client reviews influence prospect decisions  Where reviews show up in your online presence  How to ask clients for reviews naturally  Ways to use reviews in your marketing  Brought to you by the Financial Planning Association (FPA) [https://www.financialplanningassociation.org/]

Making a Human Connection in an AI World Featuring Nicole Noonan — A.U.M.™ for Fianncial Advisors

Technology is evolving fast—but relationships still drive the financial planning business. In this episode of the Making the Most of AI series, we’re talking about the role human connection plays in an increasingly automated world. Nicole Noonan [https://www.linkedin.com/in/nicoleanoonan/] shares her perspective on how advisors can use technology while still building meaningful relationships with the people they serve.  Why human connection still matters in an AI-driven world  Where technology helps advisors—and where it can hurt relationships  How to communicate in ways that build trust and loyalty  Practical ways to stay personal even as your firm grows  Brought to you by the Financial Planning Association (FPA) [https://www.financialplanningassociation.org/] SHOW NOTES: Work with Nicole [https://theingenuityengine.com/] Get Custom Content for FREE [https://ingeniouscontentsystem.com/] Talk to Kalli [https://savvyadvisormarketing.com/call/]