A standout brand takes intention, time, and vision. Join Kalli Fedusenko of Savvy Advisor Marketing and Larry Sprung of Mitlin Financial for part one of a two-part series on how the Mitlin brand came to life—and why it works.
From early brand decisions to long-term results, Larry shares the steps they took to build something memorable and meaningful.
➡️ Where Mitlin’s brand started—and how it’s evolved
➡️ What brand wins made the biggest impact
➡️ How to grow visibility without sacrificing authenticity
➡️ What advisors should know before investing in brand strategy

✨ Brought to you by the Financial Planning Association (FPA).

LINKS FROM THE EPISODE:

https://savvyadvisormarketing.com/podcast-course

https://joyfuladvisor.com/

https://www.amazon.com/Traction-Get-Grip-Your-Business/

https://www.mitlinfinancial.com/mitlin-money-mindset/

*Shortcuts to Mitlin podcast and Traction audiobook are added

A strong brand doesn’t just attract—it aligns, evolves, and drives business forward. Join Kalli Fedusenko, Advisor Marketing and Christopher Norton from Potomac for a candid conversation on how rethinking their brand helped reshape the trajectory of their company.
If you’ve ever wondered if working on your brand is worth the effort, this episode gives you a real-world look at the strategy, challenges, and results from a firm that’s walked the walk.
➡️ How brand clarity influenced their marketing, culture, and growth
➡️ What worked, what didn’t, and what they’d do differently
➡️ Advice for advisors thinking about refreshing their own brand

✨ Brought to you by the Financial Planning Association (FPA).

The AI landscape is evolving fast—and so are the tools promising to revolutionize your workflow. But which ones actually work for advisors? Join Kalli Fedusenko and David Ortiz from Advisor AI Partners for a practical session on “AI Tools You Need.” This episode will help you separate must-haves from marketing fluff and build a tech stack that supports your firm’s growth and efficiency.
➡️ The essential AI tools for financial advisors in 2025
➡️ How to improve client service without losing the human touch
➡️ Productivity tools that actually save time (not create more work)
➡️ How to start integrating AI safely and strategically

✨ Brought to you by the Financial Planning Association (FPA).