Elevate your financial advisory practice with strategic marketing – it's not just about attracting new clients, but about showcasing your knowledge, amplifying your visibility, and positioning yourself as a trusted advisor, building credibility.

Today on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, and Odaro Aisueni, Wealth Planner, ring in the new year with Kalli Fedusenko, founder of Kalli Collective, with a conversation about marketing strategies for financial advisors. They discuss the critical role of analytics in marketing strategies, advising on the best metrics to track for success. Kalli shares information for advisors on a budget, suggesting a focus on a few platforms and quality content. Kalli emphasizes the importance of personal connection in content creation, the power of learning from mistakes in business, and using existing knowledge to create compelling content.

Kalli discusses:

Her journey into marketing for financial advisors
The importance of being active and open to change in marketing
Use of AI in marketing and where it could be in the next 10 years
What should be implemented to improve AI for marketing
Personalizing content and building relationships with clients
The benefits of hiring professional help when it comes to marketing for financial advisors
Video as a rising trend in marketing and the live-streaming tools she uses
What metrics advisors should focus on when starting their marketing journey
How to choose the right marketing partner for you
And more

Resources:

Connect with Ana Trujillo Limón & Odaro Aisueni:

Connect with Kalli Fedusenko:

About our Guest:

Kalli Fedusenko is the founder and director of Kalli Collective. Over 10 years of experience in the financial planning industry, a former position as Digital Marketing Coach For The FPA, and being formerly licensed with the series 7 & 63 provides Kalli an insight and understanding into your practice and objectives. She specializes in brand strategy, web content strategy, video content planning, and more. This powerful combination of creativity and strategy makes Kalli the perfect guide to give your brand a voice.

Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com.

Kalli Fedusenko: Financial Advisor Marketing 28:58 Share

Framework with Ana Trujillo Limón

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Kalli Fedusenko: Financial Advisor Marketing