When it comes to working with pre-retirees and retirees, connection matters more than ever.

Join Kalli Fedusenko and Chris Mediate of Mediate Financial for a conversation on how building real relationships has helped grow a retirement-focused advisory practice—and why human connection still drives results in a digital world.

Chris will share what’s actually worked for him, including how he uses tools like Snappy Kraken to support his marketing while keeping his messaging personal and relevant.

How human connection helps attract and retain retirement-focused clients
Real examples of what’s worked in building trust with pre-retirees
How to use tools like Snappy Kraken without losing the personal touch
Why connection—not just content—drives better conversations and results

Brought to you by the Financial Planning Association (FPA)

SHOW NOTES:

Mediate Link Tree

Snappy Kraken Email Platform

Ask Kalli Marketing 1-1

Creating video content consistently is one of the biggest marketing challenges for advisors. In this Making the Most of AI episode, we’re exploring how HeyGen allows you to create an AI avatar of yourself that can deliver video messages without requiring new recordings every time.

You’ll see how the technology works and where it can fit into a modern advisor marketing strategy.

What an AI avatar is and how it works
How to create your avatar using HeyGen
Where AI-generated video fits into your marketing strategy
When advisors should still show up on camera themselves

Brought to you by the Financial Planning Association (FPA)

When you combine a clear niche with thoughtful AI use, prospecting stops feeling awkward—and starts feeling strategic.

Join Kalli Fedusenko and Andie Lafontant, CFP®, of Blue Zone Wealth Advisors for a conversation on how niching into entrepreneurs and business owners helped her build a powerful referral network—and how she’s using ChatGPT to support outreach and prospect preparation.

How niching sharpens your messaging and referral strategy
Real ways to use AI to prepare for prospect conversations
How to build a referral pipeline through complementary professionals
Why specificity makes AI more powerful—not less

Brought to you by the Financial Planning Association (FPA)

SHOW NOTES:

Andie uses VRGL for portfolios, Vanilla for estate planning, Quin as her assistant, and Claude for everything else.