A.U.M.™ - What's Working in Q1 2025

Your audience has changed—has your marketing kept up? Join Kalli Fedusenko and Jess Flynn from Intention.ly for a forward-looking, data-backed session on “What’s Working in Q1 2025.”

From client engagement to lead generation, we will reveal what’s really moving the needle for advisors right now—and how to make the most of it.

➡️ The highest-performing marketing tactics this quarter
➡️ Where advisors should be focusing their time and energy
➡️ The content formats that are driving the most engagement
➡️ Easy, actionable tweaks to level up your Q2

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

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