Website Terms Every Financial Planner Needs to Know —A.U.M.™ LIVE for financial advisors episode artwork

EPISODE · Mar 17, 2025 · 20 MIN

Website Terms Every Financial Planner Needs to Know —A.U.M.™ LIVE for financial advisors

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

In this episode of A.U.M. - Ask Us Marketing™, Kalli Fedusenko is breaking down the essential website-related terms every financial planner needs to know. Whether you’re dealing with IT providers, updating your site, or troubleshooting email issues, understanding these terms will help you stay in control of your online presence.➡️ What’s the difference between a domain registrar, DNS provider, and web host?➡️ Why do A Records, CNAMEs, and MX Records matter for your website and email?➡️ How does your CMS affect your ability to update and manage content?➡️ What’s an SSL certificate, and why is it crucial for security and SEO?If website lingo has ever made you feel lost, this session is for you. Join us for a clear, no-nonsense breakdown of the website infrastructure financial planners rely on every day.

Episode metadata supplied by the publisher feed · Published Mar 17, 2025

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Website Terms Every Financial Planner Needs to Know —A.U.M.™ LIVE for financial advisors

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