Are IRL Seminars Still Working? — A.U.M.™ LIVE for financial advisors
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 conversation about how modern advisors are using in-person events to consistently fill their pipeline with warm, qualified leads.
AcquireUp has helped thousands of advisors refine their strategy and get real results from live events. Whether you’ve run 100 seminars or haven’t hosted your first one yet, this episode will show you what works now.
➡️ How AcquireUp targets and fills in-room events
➡️ What makes a seminar actually convert (hint: it’s not just the dinner)
➡️ The biggest mistakes advisors make—and how to avoid them
➡️ Tips for boosting post-event conversion and client engagement
✨ Brought to you by the Financial Planning Association (FPA)

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 deep dive into how interactive lead magnets are helping financial advisors drive more qualified leads and close more business.

From quizzes to calculators to real-time risk assessments, you’ll learn how to turn your lead gen tools into actual sales enablement strategies.

➡️ How Nitrogen evolved from a risk tool to a sales engine

➡️ Why interactivity boosts conversions and trust

➡️ What to do with the data once a lead is captured

➡️ How advisors can build their own tools to drive results

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

Your testimonials are more than just nice words—they’re strategic fuel for better marketing. Join Kalli Fedusenko, Advisor Marketing, Speaker and Brian Thorp from Wealthtender (https://wealthtender.com/) on how to use testimonials to optimize your content and improve AI-driven personalization.
From better prompts to smarter placements, you’ll learn how to make social proof work harder in your content strategy.
➡️ What makes a testimonial valuable in AI-driven marketing
➡️ How to collect testimonials that are rich, specific, and useful
➡️ Ways to structure testimonials for maximum conversion
➡️ How to feed testimonials into AI tools for better content output

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