A.U.M. - Ask Us Marketing™

Hosted by Savvy Advisor Marketing

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Latest episode

Jun 2026

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EN-US

About the show

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

Listen to episodes

60 recent

June 30, 202631 min

What Niching Down Looks Like Featuring Nick the Financial Cop - A.U.M.™ for Financial Advisors

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 community The truth about whether narrowing your focus limits your growth or accelerates it Brought to you by the Financial Planning Association (FPA)

June 18, 202628 min

The Niche That Saved My Financial Firm - A.U.M.™ for Financial Advisors

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 and nearly led him to sell his firm, Michael used that experience to redefine his approach.Today, his virtual practice is built around a clearly defined audience and a strong sense of purpose. Why niching down can strengthen your marketing and messaging Lessons learned from choosing the wrong niche How focusing on a specific audience can transform a firm Why the right niche creates stronger client relationships Brought to you by the Financial Planning Association (FPA)

May 18, 202641 min

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).

May 11, 202633 min

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

May 4, 202633 min

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 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 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)

April 27, 202616 min

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)

April 20, 202624 min

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 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)SHOW NOTES:Work with NicoleGet Custom Content for FREETalk to Kalli

April 13, 202633 min

Winning the Retirement Conversation Featuring Chris Mediate — A.U.M.™ for financial advisors

When it comes to working with pre-retirees and retirees, connection matters more than ever.Join Kalli Fedusenko and Chris Mediate of Mediate Financial for a conversation on how building real relationships has helped grow a retirement-focused advisory practice—and why human connection still drives results in a digital world.Chris will share what’s actually worked for him, including how he uses tools like Snappy Kraken to support his marketing while keeping his messaging personal and relevant. How human connection helps attract and retain retirement-focused clients Real examples of what’s worked in building trust with pre-retirees How to use tools like Snappy Kraken without losing the personal touch Why connection—not just content—drives better conversations and results Brought to you by the Financial Planning Association (FPA)SHOW NOTES:Mediate Link TreeSnappy Kraken Email PlatformAsk Kalli Marketing 1-1

March 23, 202632 min

Creating an AI Avatar — A.U.M.™ for financial advisors

Creating video content consistently is one of the biggest marketing challenges for advisors. In this Making the Most of AI episode, we’re exploring how HeyGen allows you to create an AI avatar of yourself that can deliver video messages without requiring new recordings every time.You’ll see how the technology works and where it can fit into a modern advisor marketing strategy. What an AI avatar is and how it works How to create your avatar using HeyGen Where AI-generated video fits into your marketing strategy When advisors should still show up on camera themselves Brought to you by the Financial Planning Association (FPA)

March 16, 202630 min

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 a conversation on how niching into entrepreneurs and business owners helped her build a powerful referral network—and how she’s using ChatGPT to support outreach and prospect preparation. How niching sharpens your messaging and referral strategy Real ways to use AI to prepare for prospect conversations How to build a referral pipeline through complementary professionals Why specificity makes AI more powerful—not less Brought to you by the Financial Planning Association (FPA)SHOW NOTES:Andie uses VRGL for portfolios, Vanilla for estate planning, Quin as her assistant, and Claude for everything else.