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Welcome back to another episode of #MeetCoolPeople. Today I had a fantastic conversation with Kalli Fedusenko. Kalli is a digital marketing and brand strategy expert with over ten years of experience in the financial planning industry. In this episode, we talked about how Kalli helps financial advisors elevate their brand and content strategies while navigating the often tricky landscape of compliance.
I always love hearing how people got started in their business and Kalli's journey is a good one! She kicked off her career by getting licensed for financial planning. This deep understanding of the industry paved the way for her transition into a marketing role tailored for financial advisors. What I really appreciated is how Kalli emphasizes a strong focus on maintaining compliance, which is the biggest thing I’ve seen hold advisors back, while being creative and strategic to make them shine.
Here's what you can expect from our conversation:
🎯 Key Takeaways:
🔗 Be sure to connect with Kalli on her website https://kallicollective.com/
If you want to know more about how my team and I can help you turn connections into loyal clients, don't forget to watch our free training at ConvertMoreClientsNow.com.