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/

Webinars can do more than educate—they can generate leads from your exact niche. Join Kalli Fedusenko and Elizabeth Reider from Indigo Marketing Agency for a tactical session on “Attract Ideal Clients Through Webinars.”

Whether you’ve hosted webinars before or are just getting started, Elizabeth will show you how to make them work harder for your business.

➡️ How to choose topics that speak directly to your ideal client
➡️ Strategies to attract the right attendees—not just anyone with a Zoom link
➡️ How to follow up post-webinar and turn interest into action
➡️ Mistakes to avoid so your webinar doesn’t fall flat

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

GRWOTH STRATEGY WORKBOOK FROM ELIZABETH:

https://go.indigomarketingagency.com/webinar-the-growth-strategy-workbook-for-financial-advisors

Words sell—when they're the right ones. Join Kalli Fedusenko and Derek Pollard for "Win Sales with Writing", a powerful session on how to craft compelling copy that connects, converts, and builds long-term trust.

As a writer, editor, and communication strategist, Derek helps advisors clarify their message and write like real humans (not robots or corporate jargon machines). In this episode, you’ll learn how to ditch the fluff and write content that actually moves your audience to action.

➡️ What most advisors get wrong about their website and marketing copy
➡️ How to sound like yourself and sell effectively
➡️ Why clarity beats cleverness—and how to simplify your message
➡️ Tips for writing copy that turns cold leads into warm conversations

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

Your voice is more than just sound—it’s your brand’s first impression. Join Kalli Fedusenko and Jodi Krangle of VoiceOversAndVocals.com for a fascinating session on “Sound Like a Pro: Using Voice to Strengthen Your Brand.”

Whether you’re recording a welcome video, running a podcast, or just leaving a voicemail, the way you speak matters. Jodi will share how to make your voice a strategic asset—not an afterthought.

➡️ How voice impacts trust, credibility, and connection
➡️ Tips to improve your vocal delivery and presence
➡️ Common voice mistakes to avoid (and how to fix them)
➡️ Easy wins to make your audio sound more polished and professional

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

Your audience has changed—has your marketing kept up? Join Kalli Fedusenko and Jess Flynn from Intention.ly for a forward-looking, data-backed session on “What’s Working in Q1 2025.”

From client engagement to lead generation, we will reveal what’s really moving the needle for advisors right now—and how to make the most of it.

➡️ The highest-performing marketing tactics this quarter
➡️ Where advisors should be focusing their time and energy
➡️ The content formats that are driving the most engagement
➡️ Easy, actionable tweaks to level up your Q2

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

Lighting can make or break your video content, and no one knows this better than Michelob Fedusenko. As a professional grip with experience working on Hallmark movies, music videos, and commercials for everyone from Garth Brooks to the Tennessee Titans, Michelob knows exactly how to craft the perfect lighting setup for any project.

Join Kalli Fedusenko and Michelob Fedusenko for an expert breakdown on how to light your videos like a pro. Whether you're filming social media content, client videos, or professional livestreams, you’ll learn the tricks of the trade to enhance your visuals and keep your audience engaged.

➡️ The biggest lighting mistakes people make—and how to avoid them
➡️ Budget-friendly ways to improve your lighting setup
➡️ How lighting impacts the way your brand is perceived
➡️ Pro techniques for creating polished, high-quality visuals

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