Brains, Biases & Better Conversations for Advisors —A.U.M.™ LIVE for financial advisors episode artwork

EPISODE · Aug 26, 2025 · 38 MIN

Brains, Biases & Better Conversations for Advisors —A.U.M.™ LIVE for financial advisors

from A.U.M. - Ask Us Marketing™ · host Savvy Advisor Marketing

Financial decisions aren’t just about numbers—they’re deeply human. Join Kalli Fedusenko, Advisor Marketing, Speaker and Brendan Frazier of RFG Advisory for an eye-opening episode on how behavioral finance can make you a better marketer, communicator, and advisor.Brendan will break down how understanding your client’s brain (and your own) can lead to stronger relationships and smarter strategy.➡️ How biases impact client decisions—and what to do about it➡️ Tips for building trust using behavioral insights➡️ How to apply behavioral finance to marketing and messaging➡️ Mindset tools for advisors navigating emotional or high-stakes conversations✨ Brought to you by the Financial Planning Association (FPA)

Episode metadata supplied by the publisher feed · Published Aug 26, 2025

Embed this episode

Ready to play

Brains, Biases & Better Conversations for Advisors —A.U.M.™ LIVE for financial advisors

0:00 38:37

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of A.U.M. - Ask Us Marketing™?

This episode is 38 minutes long.

When was this A.U.M. - Ask Us Marketing™ episode published?

This episode was published on August 26, 2025.

Can I download this A.U.M. - Ask Us Marketing™ episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!