A.U.M.™ LIVE - Brains, Biases & Better Conversations

Financial decisions aren’t just about numbers—they’re deeply human. Join Kalli Fedusenko, Advisor Marketing, Speaker and Brendan Frazier of RFG Advisory for an eye-opening episode on how behavioral finance can make you a better marketer, communicator, and advisor.

Brendan will break down how understanding your client’s brain (and your own) can lead to stronger relationships and smarter strategy.

➡️ How biases impact client decisions—and what to do about it
➡️ Tips for building trust using behavioral insights
➡️ How to apply behavioral finance to marketing and messaging
➡️ Mindset tools for advisors navigating emotional or high-stakes conversations

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

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