When you combine a clear niche with thoughtful AI use, prospecting stops feeling awkward—and starts feeling strategic.

Join Kalli Fedusenko and Andie Lafontant, CFP®, of Blue Zone Wealth Advisors for a conversation on how niching into entrepreneurs and business owners helped her build a powerful referral network—and how she’s using ChatGPT to support outreach and prospect preparation.

How niching sharpens your messaging and referral strategy
Real ways to use AI to prepare for prospect conversations
How to build a referral pipeline through complementary professionals
Why specificity makes AI more powerful—not less

Brought to you by the Financial Planning Association (FPA)

SHOW NOTES:

Andie uses VRGL for portfolios, Vanilla for estate planning, Quin as her assistant, and Claude for everything else.

Your brand isn’t just what you post — it’s everything the internet knows about you.

In this Making the Most of AI episode, join host Kalli Fedusenko from Savvy Advisor Marketing and Ryan Griffiths, former Google professional, for a strategic conversation on digital footprint, AI usage, and why real authority requires more than templates and automation.

➡️ What your digital footprint actually says about you

➡️ Why AI should inform strategy — not replace expertise

➡️ The risks most advisors don’t realize when using AI tools

➡️ Why custom positioning beats template branding every time

➡️ How to think long-term about privacy and implementation

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

Advisors don’t need more tech—they need more time and more connection. In this Making the Most of AI episode, Kalli Fedusenko sits down with Matt “GPT” Halloran from Zocks

to unpack how AI tools like Zocks are helping advisors do better marketing—not just more of it.

In this Making the Most of AI episode, we’ll talk about how client meeting notes can be repurposed into relevant messaging, how Zocks helps you show up consistently without burnout, and why smarter AI tools give you time to be more strategic with your voice.

➡️ Use client conversations as fuel for your content

➡️ Save time on admin and follow-up so you can market consistently

➡️ Repurpose what clients are already asking you

➡️ What top advisors are doing with their AI-created breathing room

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