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 A.U.M.™...
17 Sep 202532min
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 fi...
26 Aug 202538min
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 b...
18 Aug 202541min
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 Podc...
4 Aug 202532min
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 episode...
28 Juli 202556min
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 two...
21 Juli 202535min
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 ...
14 Juli 202534min
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 rethin...
30 Juni 202536min
