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)

You’ve seen the headlines—now here’s the reality. In this kickoff episode of the Making the Most of AI series, Kalli Fedusenko shares how her agency actually uses AI behind the scenes—from content ideation to workflow efficiency.

If you’ve felt overwhelmed, skeptical, or unsure where to begin with AI, this is a judgment-free zone to see what’s possible (and what’s not).

➡️ How an agency uses AI tools to support creative and strategy

➡️ Specific use cases that save time and boost ideas

➡️ Where AI still can’t match human judgment

➡️ What advisors should (and shouldn’t) be doing with AI right now

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

Are IRL Seminars Still Working? — A.U.M.™ LIVE for financial advisors
Seminar marketing isn’t what it used to be—it’s better. Join Kalli Fedusenko, Advisor Marketing, Speaker and Derek Janis from AcquireUp for a conversation about how modern advisors are using in-person events to consistently fill their pipeline with warm, qualified leads.
AcquireUp has helped thousands of advisors refine their strategy and get real results from live events. Whether you’ve run 100 seminars or haven’t hosted your first one yet, this episode will show you what works now.
➡️ How AcquireUp targets and fills in-room events
➡️ What makes a seminar actually convert (hint: it’s not just the dinner)
➡️ The biggest mistakes advisors make—and how to avoid them
➡️ Tips for boosting post-event conversion and client engagement
✨ Brought to you by the Financial Planning Association (FPA)

Not all lead magnets are created equal—and the best ones don’t just collect emails… they create conversations. Join Kalli Fedusenko, Advisor Marketing, Speaker and Craig Clark, Chief Growth Officer at Nitrogen, for a deep dive into how interactive lead magnets are helping financial advisors drive more qualified leads and close more business.

From quizzes to calculators to real-time risk assessments, you’ll learn how to turn your lead gen tools into actual sales enablement strategies.

➡️ How Nitrogen evolved from a risk tool to a sales engine

➡️ Why interactivity boosts conversions and trust

➡️ What to do with the data once a lead is captured

➡️ How advisors can build their own tools to drive results

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

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)