Omslagafbeelding van de show A.U.M. - Ask Us Marketing™

A.U.M. - Ask Us Marketing™

Podcast door Savvy Advisor Marketing

Engels

Business

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Over A.U.M. - Ask Us Marketing™

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

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

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/]

4 mei 2026 - 33 min
aflevering Making a Human Connection in an AI World Featuring Nicole Noonan — A.U.M.™ for Fianncial Advisors artwork

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/]

20 apr 2026 - 24 min
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