Advisor AI Tools You Need to Succeed —A.U.M.™ LIVE for financial advisors

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A.U.M. - Ask Us Marketing™

Savvy Advisor Marketing

75 episodes

1 week ago

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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Marketing

Business

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Advisor AI Tools You Need to Succeed —A.U.M.™ LIVE for financial advisors

A.U.M. - Ask Us Marketing™

30 minutes 9 seconds

4 months ago

Advisor AI Tools You Need to Succeed —A.U.M.™ LIVE for financial advisors

The AI landscape is evolving fast—and so are the tools promising to revolutionize your workflow. But which ones actually work for advisors? Join Kalli Fedusenko and David Ortiz from Advisor AI Partners for a practical session on “AI Tools You Need.” This episode will help you separate must-haves from marketing fluff and build a tech stack that supports your firm’s growth and efficiency.
➡️ The essential AI tools for financial advisors in 2025
➡️ How to improve client service without losing the human touch
➡️ Productivity tools that actually save time (not create more work)
➡️ How to start integrating AI safely and strategically

✨ Brought to you by the Financial Planning Association (FPA).