Kalli Collective

✅DO: Use AI tools to gather intel on prospects. ❌DON’T: Be creepy about it. Here’s how to give “intuitive, personalized service” instead of “big brother” vibes. #FoodForThought #AUM #InternetSleuth #InsideScoop #PersonalTouch #AI #HumanConnection #Prospecting #BusinessGrowth #AdvisorMarketing #KalliCollective

Does integrating AI into your prospecting process mean you have to sacrifice that personal element? Not if you use it correctly. Catch the replay with Lori Thiel, CEO of WEALTHAWK to learn how advisors can seamlessly blend AI and human connection to supercharge their sales funnels. https://lnkd.in/eeZTp45Y #AskUsMarketing #FPA #Replay #FreshTake #AI #GetPersonal #Prospecting #GrowYourBusiness #MarketingForFinancialAdvisors #MarketingTips #KalliCollective

Stay out of trouble in 2025 with our tips!

A.U.M.™ - FINRA/SEC Regulations Being Enforced In this FPA-sponsored A.U.M. - Ask Us Marketing™ episode, hosted by Kalli Fedusenko, we’re diving into the latest FINRA and SEC regulations that are actively being enforced—and what financial advisors need to know to stay compliant. With regulatory scrutiny increasing, it’s crucial to understand how these rules impact your marketing, communications, and client interactions. Join Andrew Shedlock and Kalli Fedusenko as we break down key regulations, discuss common pitfalls, and share actionable insights to ensure your firm stays ahead of compliance challenges. Don’t miss this essential conversation!

Kalli Fedusenko, Financial Advisor Marketing from Kalli Collective shares how mapping out the client journey is key to building strong, lasting relationships. 💼 From the first interaction to becoming an advocate, each step matters! 🔍 Are you hitting the right touchpoints along the way? ✅ Emails ✅ Social media ✅ Personalized outreach Align your marketing with each micro-commitment clients make and watch your business grow! 🌱 #KalliCollective #GetSavvy #ClientJourney #FinancialAdvisor #RelationshipMarketing #MarketingForAdvisors

Curious how Kalli Fedusenko, Financial Advisor Marketing targets your ideal clients instead of casting a wide net? 🎯 It’s not about getting more views—it’s about attracting the right prospects. Watch this quick clip to learn how we tailor our approach for maximum impact! #AdvisorMarketing #TargetedAdvertising #ClientAttraction

A.U.M.™ - Marketing Mistakes Advisors Make (And How to Avoid Them!) Every advisor wants their marketing to stand out—but what if you’re making mistakes that are holding you back? In this FPA-sponsored A.U.M. - Ask Us Marketing™ episode, hosted by Kalli Collective, we’re diving deep into the most common marketing missteps financial advisors make and, more importantly, how to fix them.

In this clip, Laura Garfield from Idea Decanter reveals how to position yourself as an expert that the algorithm can’t ignore. From creating CONSISTENT, valuable content to leveraging engagement strategies, learn how to boost your visibility and become the go-to authority in your niche. 💡 🔗 https://lnkd.in/ev7fV4cC #Finfluencer #AUMAskUsMarketing #KalliCollective #IdeaDecanter #FinancialAdvisors #AlgorithmTips

Kalli Fedusenko, Financial Advisor Marketing from Kalli Collective explains how a clear, repeatable process doesn’t just streamline your work—it also boosts your firm's value! 📈 By having a documented process, you’re not just running your business—you’re building an asset someone else can take over and scale. 💪 Is your process in place to make your firm worth more? #KalliCollective #GetSavvy #FinancialAdvisor #BusinessGrowth #ScalableBusiness #MarketingForAdvisors

Don't miss this end-of-year A.U.M. - Ask Us Marketing™ episode!