Turning Client Stories Into New Business - A.U.M.™ for Financial Advisors episode artwork

EPISODE · May 4, 2026 · 33 MIN

Turning Client Stories Into New Business - A.U.M.™ for Financial Advisors

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

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)

Episode metadata supplied by the publisher feed · Published May 4, 2026

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Turning Client Stories Into New Business - A.U.M.™ for Financial Advisors

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