What to Expect in 2026 A.U.M. – Ask Us Marketing™
Marketing for financial advisors has never been more accessible — or more confusing. You can automate almost everything.You can outsource almost anything.You can post on
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)
Marketing for financial advisors has never been more accessible — or more confusing. You can automate almost everything.You can outsource almost anything.You can post on
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