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/