business
Hosted by Savvy Advisor Marketing · business · EN-US · 95 episodes
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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Contact path
Verified email
Booking probability
34%
Guest openness
Selective
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Signup to Generate a PitchCalling 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.
A.U.M. - Ask Us Marketing™ is hosted by Savvy Advisor Marketing. The show has published 95 episodes to date.
Recent episodes include "How Operational Clarity Becomes a Marketing Advantage" (21 September 2026, 31 minutes), "How Being "Unpolished" Became a Growth Engine, A.U.M.™ for Financial Advisors" (17 August 2026, 31 minutes), and "People Connect With People, A.U.M.™ for Financial Advisors" (11 August 2026, 34 minutes).
A.U.M. - Ask Us Marketing™ publishes roughly weekly, with episodes averaging 31 minutes across 95 episodes.
Booking probability for A.U.M. - Ask Us Marketing™ is 34%, and the host is rated Selective on guests. A.U.M. - Ask Us Marketing™ requires a Pod Score of 80 or higher. A.U.M. - Ask Us Marketing™'s contact route on record: verified email.
The strongest fits for A.U.M. - Ask Us Marketing™ are Investment Banking & Trading and Business & Management Consulting. A.U.M. - Ask Us Marketing™ has a business audience.
Savvy Advisor Marketing hosts A.U.M. - Ask Us Marketing™, a business show with 95 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
A.U.M. - Ask Us Marketing™
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...
A.U.M. - Ask Us Marketing™
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...
A.U.M. - Ask Us Marketing™
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...
A.U.M. - Ask Us Marketing™
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...
A.U.M. - Ask Us Marketing™
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...
A.U.M. - Ask Us Marketing™
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...
A.U.M. - Ask Us Marketing™
<p>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...
A.U.M. - Ask Us Marketing™
<p>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...
A.U.M. - Ask Us Marketing™
<p>Nothing builds credibility quite like hearing directly from the people you serve.</p><p>Join Kalli Fedusenko and Art Dinkin from DV Financial for a conversation about the real impact testimonial videos can have on...
A.U.M. - Ask Us Marketing™
<p>Before prospects ever meet you, they’re often researching your firm online—and client reviews play a major role in what they see.</p><p>In this solo episode, we explore how advisors can build a stronger online...
A.U.M. - Ask Us Marketing™
<p>Technology is evolving fast—but relationships still drive the financial planning business.</p><p>In this episode of the Making the Most of AI series, we’re talking about the role human connection plays in an...
A.U.M. - Ask Us Marketing™
<p>When it comes to working with pre-retirees and retirees, connection matters more than ever.</p><p>Join Kalli Fedusenko and Chris Mediate of Mediate Financial for a conversation on how building real relationships has...
A.U.M. - Ask Us Marketing™
<p>When it comes to working with pre-retirees and retirees, connection matters more than ever.</p><p>Join Kalli Fedusenko and Chris Mediate of Mediate Financial for a conversation on how building real relationships has...
A.U.M. - Ask Us Marketing™
<p>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...
A.U.M. - Ask Us Marketing™
<p>When you combine a clear niche with thoughtful AI use, prospecting stops feeling awkward—and starts feeling strategic.</p><p>Join Kalli Fedusenko and Andie Lafontant, CFP®, of Blue Zone Wealth Advisors for a...
A.U.M. - Ask Us Marketing™
<p>Your brand isn’t just what you post — it’s everything the internet knows about you.</p><p><br></p><p>In this Making the Most of AI episode, join host Kalli Fedusenko from Savvy Advisor Marketing and Ryan Griffiths...
A.U.M. - Ask Us Marketing™
<p>Advisors don’t need more tech—they need more time and more connection. In this Making the Most of AI episode, Kalli Fedusenko sits down with Matt “GPT” Halloran from Zocks</p><p> to unpack how AI tools like Zocks are...
A.U.M. - Ask Us Marketing™
<p>You’ve seen the headlines—now here’s the reality. In this kickoff episode of the Making the Most of AI series, Kalli Fedusenko shares how her agency actually uses AI behind the scenes—from content ideation to...
A.U.M. - Ask Us Marketing™
<p>Are IRL Seminars Still Working? — A.U.M.™ LIVE for financial advisors<br>Seminar marketing isn’t what it used to be—it’s better. Join Kalli Fedusenko, Advisor Marketing, Speaker and Derek Janis from AcquireUp for a...
A.U.M. - Ask Us Marketing™
<p>Not all lead magnets are created equal—and the best ones don’t just collect emails… they create conversations. Join Kalli Fedusenko, Advisor Marketing, Speaker and Craig Clark, Chief Growth Officer at Nitrogen, for a...
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