A.U.M. - Ask Us Marketing™
By Savvy Advisor Marketing
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Category: Marketing
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Episodes: 84
Description
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
| Episode | Date |
|---|---|
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Winning the Retirement Conversation Featuring Chris Mediate — A.U.M.™ for financial advisors
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Apr 13, 2026 |
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Winning the Retirement Conversation Featuring Chris Mediate — A.U.M.™ for financial advisors
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Apr 13, 2026 |
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Creating an AI Avatar — A.U.M.™ for financial advisors
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Mar 23, 2026 |
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AI-Powered Prospecting Featuring Andie Lafontant — A.U.M.™ for financial advisors
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Mar 16, 2026 |
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AI is Not Private: What Advisors Need to Know Featuring Ryan Griffiths — A.U.M.™ for financial advisors
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Mar 09, 2026 |
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AI Isn't Magic, It's a Muscle Featuring Matt "GPT" Halloran — A.U.M.™ for financial advisors
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Mar 02, 2026 |
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Intro Episode Making the Most of AI - A.U.M.™ for financial advisors
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Feb 23, 2026 |
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Are IRL Seminars Still Working? - A.U.M.™ LIVE
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Dec 03, 2025 |
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How Interactive Lead Magnets Drive Sales Conversations - A.U.M.™ for Financial Advisors
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Nov 17, 2025 |
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How Testimonials Outcompete AI - A.U.M.™ for Financial Advisors
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Nov 03, 2025 |
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You’ve Already Written a Book — A.U.M.™ LIVE for financial advisors
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Oct 27, 2025 |
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Make Your Podcast Discoverable - A.U.M.™ LIVE for financial advisors
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Oct 13, 2025 |
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What’s a Brand Evangelist, and Do Advisors Need One? —A.U.M.™ LIVE for financial advisors
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Sep 29, 2025 |
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Email & Text Marketing for Financial Advisors with Robert Sofia —A.U.M.™ LIVE for financial advisors
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Sep 17, 2025 |
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Brains, Biases & Better Conversations for Advisors —A.U.M.™ LIVE for financial advisors
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Aug 26, 2025 |
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How to Come Back From Bad Google Reviews —A.U.M.™ LIVE for financial advisors
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Aug 18, 2025 |
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DIY Podcast: The 4 P's —A.U.M.™ LIVE for financial advisors
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Aug 04, 2025 |
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How the Branding Gets Made —A.U.M.™ LIVE for financial advisors
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Jul 28, 2025 |
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Mitlin Success (Part 2): Behind the Brand —A.U.M.™ LIVE for financial advisors
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Jul 21, 2025 |
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Mitlin Success (Part 1): Building the Brand —A.U.M.™ LIVE for financial advisors
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Jul 14, 2025 |
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Your Branding is the Face of Growth —A.U.M.™ LIVE for financial advisors
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Jun 30, 2025 |
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Advisor AI Tools You Need to Succeed —A.U.M.™ LIVE for financial advisors
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Jun 23, 2025 |
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How AI Will Destroy All Marketing Strategies In 18 Months Or Less —A.U.M.™ LIVE for financial advisors
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Jun 16, 2025 |
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Live Advisor Website Review —A.U.M.™ LIVE for financial advisors
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May 19, 2025 |
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Attract Ideal Clients Through Webinars —A.U.M.™ LIVE for financial advisors
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May 12, 2025 |
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How Advisors Can Win Sales With Writing —A.U.M.™ LIVE for financial advisors
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Apr 28, 2025 |
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How Advisors Can Sound Like a Pro: Using Voice to Strengthen Your Brand —A.U.M.™ LIVE for financial advisors
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Apr 21, 2025 |
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What's Working in Q1 2025 —A.U.M.™ LIVE for financial advisors
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Apr 14, 2025 |
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How to Light Your Videos —A.U.M.™ LIVE for financial advisors
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Mar 31, 2025 |
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Network Like a Human, Not a Salesy Weirdo —A.U.M.™ LIVE for financial advisors
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Mar 24, 2025 |
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Website Terms Every Financial Planner Needs to Know —A.U.M.™ LIVE for financial advisors
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Mar 17, 2025 |
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Stop Counting Conversations and Have Conversations That Count —A.U.M.™ LIVE for financial advisors
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Mar 10, 2025 |
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Public Relations & What to Do In a Crisis Situation —A.U.M.™ LIVE for financial advisors
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Feb 24, 2025 |
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FINRA/SEC Regulations Being Enforced —A.U.M.™ LIVE for financial advisors
|
Feb 10, 2025 |
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What to Say in Your Automated Follow-up Sequences —A.U.M.™ LIVE for financial advisors
|
Feb 03, 2025 |
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How to Be a Crazy Good Presenter —A.U.M.™ LIVE for financial advisors
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Jan 27, 2025 |
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Marketing Mistakes Advisors Make (And How to Avoid Them!) —A.U.M.™ LIVE
|
Dec 16, 2024 |
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How Advisors Should Define Their Ideal Client —A.U.M.™ LIVE
|
Dec 09, 2024 |
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Creating Atomic Content —A.U.M.™ LIVE
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Nov 25, 2024 |
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Become a Video #Finfluencer —A.U.M.™ LIVE
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Nov 18, 2024 |
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Kitces on His 2024 Marketing Research Report —A.U.M.™ LIVE
|
Nov 04, 2024 |
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Repurposing Your Podcast Content —A.U.M.™ LIVE
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Oct 21, 2024 |
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Event Essentials for Advisors —A.U.M.™ LIVE
|
Sep 30, 2024 |
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Advisor Testimonial Regulations —A.U.M.™ LIVE
|
Sep 23, 2024 |
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Identifying and Combating Online Security Threats —A.U.M.™ LIVE
|
Aug 26, 2024 |
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Building a Brand Around Personal Passions —A.U.M.™ LIVE
|
Aug 19, 2024 |
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Market Yourself on Prospect Calls —A.U.M.™ LIVE
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Aug 12, 2024 |
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Establish Credibility Through Book Promotion —A.U.M.™ LIVE
|
Aug 05, 2024 |
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Growing Your AUM Via Your Podcast —A.U.M.™ LIVE
|
Jul 29, 2024 |
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How To Conquer LinkedIn —A.U.M.™ LIVE
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Jul 22, 2024 |
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Improve Your Sales And Win More Clients —A.U.M.™ LIVE
|
Jul 15, 2024 |
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How To Be A Podcast Guest —A.U.M.™ LIVE
|
Jul 08, 2024 |
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Grow Your Online Reputation With Testimonials —A.U.M.™ LIVE
|
Jul 01, 2024 |
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Conquering Copywriting —A.U.M.™ LIVE
|
Jun 24, 2024 |
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Grow With Google Reviews —A.U.M.™ LIVE
|
Jun 17, 2024 |
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Connect On A Deeper Level —A.U.M.™ LIVE
|
Jun 10, 2024 |
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Getting Started Podcast Needs —A.U.M.™ LIVE
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Jun 03, 2024 |
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How To Teach Your Client's Children About Building Wealth —A.U.M.™ LIVE
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May 20, 2024 |
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Perfecting Your Video Prospect Pipeline —A.U.M.™ LIVE
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May 13, 2024 |
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How To Maximize The Impact Of PR (AND Gain More Earned Media) —A.U.M.™ LIVE
|
May 06, 2024 |
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How Advisors Can Legally Protect Themselves When Using AI —A.U.M.™ LIVE
|
Apr 29, 2024 |
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Implementing Human-First Financial Guidance® —A.U.M.™ LIVE
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Apr 22, 2024 |
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Lifestyle Marketing —A.U.M.™ LIVE
|
Apr 15, 2024 |
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How Clients Interact With Financial Technology —A.U.M.™ LIVE
|
Apr 08, 2024 |
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Creating A Testimonial Process —A.U.M.™ LIVE
|
Apr 01, 2024 |
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Implementing Referral Methods into Your Marketing —A.U.M.™ LIVE
|
Mar 25, 2024 |
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Talk To Clients How They Want With DiSC —A.U.M.™ LIVE
|
Mar 11, 2024 |
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How to build a business empire from your podcast —A.U.M.™ LIVE
|
Mar 04, 2024 |
|
Financial Advisor Marketing Trends —A.U.M.™ LIVE
|
Feb 12, 2024 |
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Webinar Process from Idea to Client Follow-Up —A.U.M.™ LIVE
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Feb 05, 2024 |
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Marketing Metrics That Matter —A.U.M.™ LIVE
|
Jan 29, 2024 |
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How to Leverage Your Book to Get Press Coverage —A.U.M.™ LIVE
|
Jan 22, 2024 |
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Research-Based Marketing With Dr. Dubofsky And Dr. Sussman —A.U.M.™ LIVE
|
Jan 08, 2024 |
|
Marketing Around Your Audience's Life Events
|
Dec 04, 2023 |
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Incorporating Charitable Causes Into Your Marketing
|
Nov 06, 2023 |
|
How Can Advisors Get Referrals from CPAs?
|
Oct 02, 2023 |
|
Press Tips for Advisors
|
Sep 11, 2023 |
|
How to Win Awards
|
Aug 07, 2023 |
|
Insights From Client Interviews
|
Jul 10, 2023 |
|
Accelerate Your Influence Through Podcasting
|
Jun 05, 2023 |
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How to prepare your business for transition
|
May 01, 2023 |
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How to Use Video in Your Marketing
|
Apr 03, 2023 |
|
How to Meet Your NNA Goal in a Down Market
|
Mar 06, 2023 |
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What Numbers to Expect From Your Marketing
|
Feb 06, 2023 |