HeyJaredA.U.M. - Ask Us Marketing™
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.
- Indexed episodes, last 90 days
- 5
- Latest publication
- Sep 21, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 27, 2026
Latest episodes
How Operational Clarity Becomes a Marketing Advantage (opens the original)
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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 smoothe
How Being "Unpolished" Became a Growth Engine — A.U.M.™ for Financial Advisors (opens the original)
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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 o
People Connect With People — A.U.M.™ for Financial Advisors (opens the original)
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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
Finance to Real Life — A.U.M.™ for Financial Advisors (opens the original)
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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 under
Turning LInkedIn Followers Into Fact Finders - A.U.M.™ for financial advisors (opens the original)
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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 tacti
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