A.U.M. - Ask Us Marketing™
A.U.M. - Ask Us Marketing™
Savvy Advisor Marketing
Mitlin Success (Part 1): Building the Brand —A.U.M.™ LIVE for financial advisors
34 minutes Posted Jul 14, 2025 at 6:04 pm.
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Show notes

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