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 deliver a consistent client experience, operate more efficiently, and grow without chaos.

You’ll also hear how firms can communicate their operational strengths in ways that resonate with prospects.

➡️ The most common operational gaps inside advisory firms

➡️ Systems that create smoother client experiences

➡️ Why process clarity supports firm growth

➡️ How to turn your client experience into a marketing advantage

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

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 "Prick-Free" philosophy isn't just about being nice—it’s about building a practice where clients feel an immediate connection. In this episode, we look at how Aaron stepped away from the traditional advisor ego to build a business that is unapologetically human.

➡️ Why "unpolished" is often more trustworthy than "perfect"

➡️ How to stay professional while showing your true personality

➡️ Real stories of how relatability drives advisor growth

Join Derek Pollard of Constellar Creative and Aaron Buchner of Prick-Free for a look at the future of the relatable advisor.

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 balance between professional credibility and relatable storytelling in advisor marketing.

Ari recently shared his marathon journey with his audience, creating a powerful connection that went far beyond financial topics.

➡️ Why relatable stories can strengthen client relationships

➡️ How advisors can balance professionalism with authenticity

➡️ Why personal experiences often resonate more than polished messaging

➡️ Ways advisors can share their story without losing credibility

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

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 of Sound Returns, for a conversation about how advisors can create content that resonates with real people.

By blending music and money, Drew has found a creative way to spark conversations about financial literacy and planning while making complex financial topics easier to understand.

➡️ Why relatable content connects more effectively with audiences

➡️ How storytelling can make financial topics easier to understand

➡️ The inspiration behind the Sound Returns project

➡️ Ways advisors can create more engaging marketing content

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

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 content is actively killing your digital pipeline

➡️ The exact framework for converting passive profile engagement into active financial planning discovery calls

➡️ How to balance running an elite advisory firm while consistently maintaining a social selling routine

➡️ Real-world tactics for overcoming compliance fears and standing out in a crowded digital marketplace

Brought to you by the Financial Planning Association (FPA)

Join Kalli Fedusenko and Nick Daugherty of FinancialCop as they break down what it really takes to find, land, and deeply serve a specific niche market.

 The reality of choosing a hyper-specific audience and running with it
 How to build genuine trust within a tight-knit, naturally skeptical community
 The truth about whether narrowing your focus limits your growth or accelerates it

 Brought to you by the Financial Planning Association (FPA)

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 on the clients he truly wanted to serve. After an early niche attempt didn’t work and nearly led him to sell his firm, Michael used that experience to redefine his approach.

Today, his virtual practice is built around a clearly defined audience and a strong sense of purpose.

 Why niching down can strengthen your marketing and messaging
 Lessons learned from choosing the wrong niche
 How focusing on a specific audience can transform a firm
 Why the right niche creates stronger client relationships

 Brought to you by the Financial Planning Association (FPA)

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).

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

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)