All Episodes

How Being "Unpolished" Became a Growth Engine — A.U.M.™ for Financial Advisors

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

Finance to Real Life — A.U.M.™ for Financial Advisors

Turning LInkedIn Followers Into Fact Finders - A.U.M.™ for financial advisors

What Niching Down Looks Like Featuring Nick the Financial Cop - A.U.M.™ for Financial Advisors

The Niche That Saved My Financial Firm - A.U.M.™ for Financial Advisors

REPLAY: Bad Google Review? No Problem.

REPLAY: The $12M Google Review Strategy Featuring Tim Goodwin

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

Reputation Is Your Best Marketing — A.U.M.™ for Financial Advisors LIVE

Making a Human Connection in an AI World Featuring Nicole Noonan — A.U.M.™ for Fianncial Advisors

Winning the Retirement Conversation Featuring Chris Mediate — A.U.M.™ for financial advisors

Creating an AI Avatar — A.U.M.™ for financial advisors

AI-Powered Prospecting Featuring Andie Lafontant — A.U.M.™ for financial advisors

AI is Not Private: What Advisors Need to Know Featuring Ryan Griffiths — A.U.M.™ for financial advisors

AI Isn't Magic, It's a Muscle Featuring Matt "GPT" Halloran — A.U.M.™ for financial advisors

Intro Episode Making the Most of AI - A.U.M.™ for financial advisors

Are IRL Seminars Still Working? - A.U.M.™ LIVE

How Interactive Lead Magnets Drive Sales Conversations - A.U.M.™ for Financial Advisors

How Testimonials Outcompete AI - A.U.M.™ for Financial Advisors

You’ve Already Written a Book — A.U.M.™ LIVE for financial advisors

Make Your Podcast Discoverable - A.U.M.™ LIVE for financial advisors

What’s a Brand Evangelist, and Do Advisors Need One? —A.U.M.™ LIVE for financial advisors

Email & Text Marketing for Financial Advisors with Robert Sofia —A.U.M.™ LIVE for financial advisors

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

How to Come Back From Bad Google Reviews —A.U.M.™ LIVE for financial advisors

DIY Podcast: The 4 P's —A.U.M.™ LIVE for financial advisors

How the Branding Gets Made —A.U.M.™ LIVE for financial advisors

Mitlin Success (Part 2): Behind the Brand —A.U.M.™ LIVE for financial advisors

Mitlin Success (Part 1): Building the Brand —A.U.M.™ LIVE for financial advisors

Your Branding is the Face of Growth —A.U.M.™ LIVE for financial advisors

Advisor AI Tools You Need to Succeed —A.U.M.™ LIVE for financial advisors

How AI Will Destroy All Marketing Strategies In 18 Months Or Less —A.U.M.™ LIVE for financial advisors

Live Advisor Website Review —A.U.M.™ LIVE for financial advisors

Attract Ideal Clients Through Webinars —A.U.M.™ LIVE for financial advisors

How Advisors Can Win Sales With Writing —A.U.M.™ LIVE for financial advisors

How Advisors Can Sound Like a Pro: Using Voice to Strengthen Your Brand —A.U.M.™ LIVE for financial advisors

What's Working in Q1 2025 —A.U.M.™ LIVE for financial advisors

How to Light Your Videos —A.U.M.™ LIVE for financial advisors

Network Like a Human, Not a Salesy Weirdo —A.U.M.™ LIVE for financial advisors

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

Stop Counting Conversations and Have Conversations That Count —A.U.M.™ LIVE for financial advisors

Public Relations & What to Do In a Crisis Situation —A.U.M.™ LIVE for financial advisors

FINRA/SEC Regulations Being Enforced —A.U.M.™ LIVE for financial advisors

What to Say in Your Automated Follow-up Sequences —A.U.M.™ LIVE for financial advisors

How to Be a Crazy Good Presenter —A.U.M.™ LIVE for financial advisors

Marketing Mistakes Advisors Make (And How to Avoid Them!) —A.U.M.™ LIVE

How Advisors Should Define Their Ideal Client —A.U.M.™ LIVE

Creating Atomic Content —A.U.M.™ LIVE

Become a Video #Finfluencer —A.U.M.™ LIVE

Kitces on His 2024 Marketing Research Report —A.U.M.™ LIVE

Repurposing Your Podcast Content —A.U.M.™ LIVE

Event Essentials for Advisors —A.U.M.™ LIVE

Advisor Testimonial Regulations —A.U.M.™ LIVE

Identifying and Combating Online Security Threats —A.U.M.™ LIVE

Building a Brand Around Personal Passions —A.U.M.™ LIVE

Market Yourself on Prospect Calls —A.U.M.™ LIVE

Establish Credibility Through Book Promotion —A.U.M.™ LIVE

Growing Your AUM Via Your Podcast —A.U.M.™ LIVE

How To Conquer LinkedIn —A.U.M.™ LIVE

Improve Your Sales And Win More Clients —A.U.M.™ LIVE

How To Be A Podcast Guest —A.U.M.™ LIVE

Grow Your Online Reputation With Testimonials —A.U.M.™ LIVE

Conquering Copywriting —A.U.M.™ LIVE

Grow With Google Reviews —A.U.M.™ LIVE

Connect On A Deeper Level —A.U.M.™ LIVE

Getting Started Podcast Needs —A.U.M.™ LIVE

How To Teach Your Client's Children About Building Wealth —A.U.M.™ LIVE

Perfecting Your Video Prospect Pipeline —A.U.M.™ LIVE

How To Maximize The Impact Of PR (AND Gain More Earned Media) —A.U.M.™ LIVE

How Advisors Can Legally Protect Themselves When Using AI —A.U.M.™ LIVE

Implementing Human-First Financial Guidance® —A.U.M.™ LIVE

Lifestyle Marketing —A.U.M.™ LIVE

How Clients Interact With Financial Technology —A.U.M.™ LIVE

Creating A Testimonial Process —A.U.M.™ LIVE

Implementing Referral Methods into Your Marketing —A.U.M.™ LIVE

Talk To Clients How They Want With DiSC —A.U.M.™ LIVE

How to build a business empire from your podcast —A.U.M.™ LIVE

Financial Advisor Marketing Trends —A.U.M.™ LIVE

Webinar Process from Idea to Client Follow-Up —A.U.M.™ LIVE

Marketing Metrics That Matter —A.U.M.™ LIVE

How to Leverage Your Book to Get Press Coverage —A.U.M.™ LIVE

Research-Based Marketing With Dr. Dubofsky And Dr. Sussman —A.U.M.™ LIVE

Marketing Around Your Audience's Life Events

Incorporating Charitable Causes Into Your Marketing

How Can Advisors Get Referrals from CPAs?

Press Tips for Advisors

How to Win Awards

Insights From Client Interviews

Accelerate Your Influence Through Podcasting

How to prepare your business for transition

How to Use Video in Your Marketing

How to Meet Your NNA Goal in a Down Market

What Numbers to Expect From Your Marketing