Your testimonials are more than just nice words—they’re strategic fuel for better marketing. Join Kalli Fedusenko, Advisor Marketing, Speaker and Brian Thorp from Wealthtender (https://wealthtender.com/) on how to use testimonials to optimize your content and improve AI-driven personalization.
From better prompts to smarter placements, you’ll learn how to make social proof work harder in your content strategy.
➡️ What makes a testimonial valuable in AI-driven marketing
➡️ How to collect testimonials that are rich, specific, and useful
➡️ Ways to structure testimonials for maximum conversion
➡️ How to feed testimonials into AI tools for better content output
✨ Brought to you by the Financial Planning Association (FPA)
You’ve already written a lot. Now it’s time to turn that into something lasting. Join Kalli Fedusenko, Advisor Marketing, Speaker and Brian Hart for a practical conversation about Author Prime, the platform helping professionals transform their digital content into professionally published books.
If you’ve ever dreamed of writing a book—but didn’t have the time—this is your shortcut to making it happen.
➡️ What Author Prime is and how it works
➡️ Why financial advisors benefit from publishing a book
➡️ How to repurpose your existing blogs, emails, and more
➡️ Tips for using your book as a marketing and credibility tool
✨ Brought to you by the Financial Planning Association (FPA)
Publishing your podcast is only half the battle—getting it found is the other. Join Kalli Fedusenko, Advisor Marketing, Speaker and Justin Peters of SimplePod Studios for a no-fluff session on how to make your podcast discoverable so your content actually reaches the people you want to serve.
Whether you’ve launched or are just planning your first episode, this session will give you the tools to show up (and rank) like a pro.
➡️ Why great podcasts still get buried—and how to fix it
➡️ How titles, descriptions, and tags impact discovery
➡️ Whether (and how) to promote your podcast on YouTube
➡️ Easy tweaks to get more visibility—starting today
✨ Brought to you by the Financial Planning Association (FPA)
Brand evangelism isn’t just a buzzword; it’s a strategy. Join Kalli Fedusenko, Advisor Marketing, Speaker and Diana Cabrices for a dynamic episode on what a brand evangelist does, why it matters, and how it can help advisors and firms stand out in a noisy industry.
If you're looking for stronger visibility, better trust, and more aligned leads, this is the role you didn’t know you were missing.
➡️ What a brand evangelist is—and why the role is growing
➡️ How evangelists help firms connect with their audience
➡️ Whether you should hire one or become one yourself
➡️ How to start building your brand’s voice with intention
✨ Brought to you by the Financial Planning Association (FPA)
What if you could stop guessing and start sending emails and texts that actually work? Join Kalli Fedusenko, Advisor Marketing and Robert J. Sofia of Snappy Kraken for a data-packed episode of A.U.M.™ focused on email and text marketing best practices for advisors.
With millions of campaigns under their belt, Snappy Kraken has the numbers—and Robert’s here to share them.
➡️ What makes someone open, click, and reply
➡️ Best times to send and how often to follow up
➡️ How to use texting without overstepping
➡️ Biggest mistakes that sabotage engagement
✨ Brought to you by the Financial Planning Association (FPA).
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)
One negative review doesn’t have to ruin your reputation. Join Kalli Fedusenko, Advisor Marketing, Speaker and Whit Lanier of Amplify Reviews for a reputation-saving session on how to come back from bad Google reviews.
Whit will break down how to respond with professionalism, rebuild trust, and proactively protect your online presence moving forward.
➡️ What to do (and avoid) after getting a bad review
➡️ How to respond publicly without making it worse
➡️ When to flag vs. when to engage
➡️ How to strengthen your reputation over time
✨ Brought to you by the Financial Planning Association (FPA).
Podcasting can grow your brand—or waste your time. The difference? A smart strategy. Join Kalli Fedusenko, Advisor Marketing for a solo session previewing her 4 P’s of Podcasting—the foundation of her new course built specifically for financial advisors.
Whether you’re just launching or trying to grow an existing show, this session will help you focus on what actually matters.
➡️ What the 4 P’s are—and why they work
➡️ Common podcasting mistakes (and how to avoid them)
➡️ What’s inside the full course (and why it’s not just theory)
➡️ How to DIY your show—without winging it
✨ Brought to you by the Financial Planning Association (FPA).
What does it really take to build a powerful brand? (Spoiler: It’s not just picking colors and fonts.) Join Kalli Fedusenko, Advisor Marketing and Josh Passler (FinArt) for a behind-the-scenes episode where they get real about the creative chaos, strategic choices, and late-night tweaks that go into building memorable brands for financial advisors.
➡️ Branding tools and workflows that actually get results
➡️ Common challenges—and how to tackle them
➡️ How client input and collaboration shapes the final product
➡️ A live brand audit if the creative mood strikes
✨ Brought to you by the Financial Planning Association (FPA).
Running a firm’s brand requires more than just big ideas—it takes behind-the-scenes precision. Join Kalli Fedusenko, Advisor Marketing and Denise Milano Sprung from Mitlin Financial, Inc® for part two of our Mitlin series, “Behind the Brand at Mitlin.”
Denise will share what it takes to support brand growth from the inside, keep things moving, and hold it all together as the brand evolves.
➡️ What it takes to keep a brand on track behind the scenes
➡️ How to support brand growth through operations and teamwork
➡️ Lessons learned from building the Mitlin brand as a team
➡️ Real-life takeaways for firms trying to grow together
✨ Brought to you by the Financial Planning Association (FPA).
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://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).
The AI revolution isn’t coming—it’s already here. Join Kalli Fedusenko and Len Ward for a high-impact session on “How AI Will Destroy All Marketing Strategies in 18 Months or Less.”
Len has spent over two decades riding the waves of digital disruption, and he’s not pulling any punches. In this episode, he’ll share how AI is dismantling traditional marketing approaches, what’s next, and how financial advisors can evolve their strategy to stay in the game.
➡️ What marketing tactics will be obsolete in the next 18 months
➡️ The AI-driven changes reshaping buyer behavior and content creation
➡️ Why financial advisors need to rethink “value” in their marketing
➡️ Concrete steps to stay ahead of the shift and avoid irrelevance
✨ Brought to you by the Financial Planning Association (FPA).
Kalli mentioned "You can't ask that" during the this episode: https://www.netflix.com/title/81232129
Get ready for some on-the-spot marketing magic! What makes a website work for financial advisors? Find out in this live, rapid-fire audit session with Kalli Fedusenko as she hosts and leads “Live! Website Reviews.”
From homepage hooks to call-to-action flops, Kalli will break down exactly what’s helping advisors attract clients—and what’s driving them away. If you’ve ever wondered what a marketing pro really thinks about your site, now’s your chance to find out.
✨ Brought to you by the Financial Planning Association (FPA).
WEBSITE REVIEWED: https://michiganfinancial.com/kin
WEBSITE VIDEO EXAMPLE: https://themeakemgroup.com/
WEBSITE VIDEO AND FLIP BOX EXAMPLE: https://capnorthwest.com/
Webinars can do more than educate—they can generate leads from your exact niche. Join Kalli Fedusenko and Elizabeth Reider from Indigo Marketing Agency for a tactical session on “Attract Ideal Clients Through Webinars.”
Whether you’ve hosted webinars before or are just getting started, Elizabeth will show you how to make them work harder for your business.
➡️ How to choose topics that speak directly to your ideal client
➡️ Strategies to attract the right attendees—not just anyone with a Zoom link
➡️ How to follow up post-webinar and turn interest into action
➡️ Mistakes to avoid so your webinar doesn’t fall flat
✨ Brought to you by the Financial Planning Association (FPA).
GRWOTH STRATEGY WORKBOOK FROM ELIZABETH:
https://go.indigomarketingagency.com/webinar-the-growth-strategy-workbook-for-financial-advisors
Words sell—when they're the right ones. Join Kalli Fedusenko and Derek Pollard for "Win Sales with Writing", a powerful session on how to craft compelling copy that connects, converts, and builds long-term trust.
As a writer, editor, and communication strategist, Derek helps advisors clarify their message and write like real humans (not robots or corporate jargon machines). In this episode, you’ll learn how to ditch the fluff and write content that actually moves your audience to action.
➡️ What most advisors get wrong about their website and marketing copy
➡️ How to sound like yourself and sell effectively
➡️ Why clarity beats cleverness—and how to simplify your message
➡️ Tips for writing copy that turns cold leads into warm conversations
✨ Brought to you by the Financial Planning Association (FPA).
Your voice is more than just sound—it’s your brand’s first impression. Join Kalli Fedusenko and Jodi Krangle of VoiceOversAndVocals.com for a fascinating session on “Sound Like a Pro: Using Voice to Strengthen Your Brand.”
Whether you’re recording a welcome video, running a podcast, or just leaving a voicemail, the way you speak matters. Jodi will share how to make your voice a strategic asset—not an afterthought.
➡️ How voice impacts trust, credibility, and connection
➡️ Tips to improve your vocal delivery and presence
➡️ Common voice mistakes to avoid (and how to fix them)
➡️ Easy wins to make your audio sound more polished and professional
✨ Brought to you by the Financial Planning Association (FPA).
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).
Lighting can make or break your video content, and no one knows this better than Michelob Fedusenko. As a professional grip with experience working on Hallmark movies, music videos, and commercials for everyone from Garth Brooks to the Tennessee Titans, Michelob knows exactly how to craft the perfect lighting setup for any project.
Join Kalli Fedusenko and Michelob Fedusenko for an expert breakdown on how to light your videos like a pro. Whether you're filming social media content, client videos, or professional livestreams, you’ll learn the tricks of the trade to enhance your visuals and keep your audience engaged.
➡️ The biggest lighting mistakes people make—and how to avoid them
➡️ Budget-friendly ways to improve your lighting setup
➡️ How lighting impacts the way your brand is perceived
➡️ Pro techniques for creating polished, high-quality visuals
✨ Brought to you by the Financial Planning Association (FPA)