『A.U.M. - Ask Us Marketing™』のカバーアート

A.U.M. - Ask Us Marketing™

A.U.M. - Ask Us Marketing™

著者: Savvy Advisor Marketing
無料で聴く

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.liveSavvy Advisor Marketing マーケティング マーケティング・セールス 経済学
エピソード
  • REPLAY: Bad Google Review? No Problem.
    2026/05/18

    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).

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    41 分
  • REPLAY: The $12M Google Review Strategy Featuring Tim Goodwin
    2026/05/11

    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

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    33 分
  • Turning Client Stories Into New Business - A.U.M.™ for Financial Advisors
    2026/05/04

    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)

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    34 分
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