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).

Click to get your checklist.

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://joyfuladvisor.com/

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/