People Connect With People — A.U.M.™ for Financial Advisors

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)