Feb. 12, 2025

Marketing With a Personal Touch in Financial Services with Kalli Fedusenko

"Building a business or a career is not done in a silo. It's a community thing."

Welcome to another episode of WomenShare, a celebration of women in financial services. In today's episode, hosts Joanna Ehresman and Leah Alter dive deep into the world of digital marketing with Kalli Fedusenko, founder of the Kalli Collective. Kalli is transforming the way financial advisors connect with their clients in the digital age by marrying authenticity with effective marketing strategies.

Kalli shares her entrepreneurial journey, highlighting the transformation from a one-person firm to a thriving agency employing subcontractors and serving numerous financial advisors. Her mission is to simplify the complex world of marketing while infusing personal elements that resonate with audiences. Kalli emphasizes the importance of advisors embracing niche marketing strategies and integrating genuine, personal touches into their content.

Key Takeaways

  1. The Importance of Personalization in Marketing: Kalli emphasizes that the most engaging content includes personal stories and insights. Financial advisors need to cultivate a personal touch in their digital strategies to differentiate themselves and build authentic client relationships.
  2. Navigating Time Constraints: Advisors often face time barriers in implementing content strategies. While marketing agencies can handle the bulk of content creation, the unique personal elements must come from the advisors themselves to truly engage clients.
  3. Embracing Niches for Effectiveness: While many advisors fear that focusing on a niche might limit their reach, Kalli recommends this approach. It allows for more targeted, resonant marketing strategies that effectively engage and attract the desired clientele.
  4. Utilizing Technology and Modern Platforms: The episode touches on the necessity for financial advisors to adapt to new technologies and platforms, ensuring that they meet the evolving preferences of their clients and stay competitive in a digital-first world.
  5. Sharing Unique Services: Kalli advises highlighting unique aspects of the advisor’s services, which can set them apart in a saturated market. Tailoring the marketing message to reflect these unique services can drive client interest and engagement.

 

Marketing is a dynamic, evolving field, particularly within financial services, where building trust and rapport with clients is essential. By focusing on authenticity, targeted content, and leveraging new technologies, advisors can create meaningful connections with their clients. Kalli Fedusenko’s insights provide a roadmap for advisors seeking to broaden their impact and foster long-lasting client relationships.

Join us in celebrating Kalli's dedication to empowering financial advisors and enhancing their marketing effectiveness. For more insights, visit KalliCollective.com and connect with Kalli for tailored marketing solutions.

Transcript

Kalli Fedusenko [00:00:00]:
If you really want your content to succeed, you have to have that personal aspect, but then I'm relying on you to get it to me. So I have to get pictures from you. I need you know, something happened in the office. I need you to tell me about it. So I still have to rely on you for that piece, and that's where you're gonna see the most engagement in your content is when you're adding those pieces in.

Joanna Ehresman [00:00:35]:
Hi there. Thanks for joining us. I'm Joanna Ehresman.

Leah Alter [00:00:38]:
And I'm Leah Alter.

Joanna Ehresman [00:00:40]:
And this is Women's Share, a celebration of women in financial services.

Leah Alter [00:00:45]:
Today, we are thrilled to welcome Kalli Fedusenko to the WomenShare podcast. Kalli is the founder of the Kalli Collective, a marketing agency that's transforming how financial advisors connect with their clients in the digital age. With a career in the financial services industry, Kalli has a knack for making marketing feel approachable and effective. We're fans of her practical insights, relatable style, and her passion for helping advisers build authentic connections to drive real growth. Whether speaking, writing, or consulting, Kalli's mission is clear, to simplify marketing and inspire action. As a fellow women entrepreneur, Kalli understands the challenges and triumphs of building a successful business, and she's dedicated to equipping others to do the same. We cannot wait to dive into your story, your expertise, and all the advice you have for our financial professionals that all tune in each week. So, we're so excited to have you.

Leah Alter [00:01:53]:
Welcome to the podcast, Kalli.

Kalli Fedusenko [00:01:54]:
I'm excited to be here. Super excited about the whole women entrepreneur aspect of this.

Joanna Ehresman [00:02:03]:
Absolutely. Shared passion among all three of us here today. Yes. And we're really we're pumped to dive in. There's a lot of ground we could cover from, like, we talked about entrepreneurship to marketing. So first, tell us about Kalli Collective. What prompted you to start your firm, and what does the agency look like today?

Kalli Fedusenko [00:02:21]:
Oh, yeah. Okay. So we are now I have to think about how old my dog is because I got her when I started the company. So we're looking at seven years ago. Wow. I went out on my own. So I had been doing marketing internally for financial advisors, but it was seven years ago that I actually started the agency. Just me in the beginning with one client.

Leah Alter [00:02:50]:
Yeah. Yeah.

Kalli Fedusenko [00:02:51]:
And now here we are seven years later. I've got subcontractors who work for me. We have, like, a little team, and we're serving, you know, I don't even know how many advisers, but we get to work with a lot of advisers, and it's very exciting. Not only my growth, but watching

Joanna Ehresman [00:03:10]:
them grow as well. Right. Right. To see that them, like, working with your team, partnering, put these strategies in place, and help them to grow. And would you say in general, is it advisors, like, more independent advisors doing their own thing? Is it ever, you know, advisers who are part of a larger organization just looking for additional support that maybe the corporate team didn't have capacity that was, like I felt that was my experience

Leah Alter [00:03:35]:
on the. I'm like, I would love

Joanna Ehresman [00:03:36]:
to help you, but I can't for 400 people. Right. Coaching. Right? So is it a mix, or who is the typical client?

Kalli Fedusenko [00:03:43]:
Yeah. It's a mix, but I would say 95% are independent. The other 5% are, like, in in between mix. I, like, I have never worked with someone who is with Edward Jones or Northwestern Mutual because they just they're too restricted with what they can and can't do. But I will work with someone who is, like, with Raymond James, and they can do some of their own stuff, but they're still using the Raymond James name. I just have to follow those brand guidelines that are put in place.

Joanna Ehresman [00:04:22]:
Got it. So a pretty broad then kind of exposure to supporting different firm sizes. That's really interesting.

Kalli Fedusenko [00:04:29]:
Yeah. Yeah. I would say most of them are on the independent side, though.

Joanna Ehresman [00:04:33]:
Yeah. You

Kalli Fedusenko [00:04:34]:
know? Fewer are in the restricted environment. Yeah.

Leah Alter [00:04:40]:
Well and it it's funny. Right? Like, we say restricted, but as a whole, advisors are you know, there's definitely always a compliance Yeah. Aspect to whatever marketing, advertising, and advisor is doing. I spent the bulk of my career also helping, independent advisors brand and market their firms. And there really is so much untapped resource there for advisors, And I love connecting with other marketers like yourself who are really helping advisors to kinda branch out, do things a little bit different than kind of you've always seen or always been taught to do things. Right. And one of the things you talk about is, and I love this, is having a really clear target audience Yes. And also knowing where those people spend their time online that's so important.

Leah Alter [00:05:39]:
So if I'm an advisor listening to the show, I don't have, like, a huge budget to, you know, hire a firm for that kind of research and and developing that client profile. What are some of the methods that they could, you know, kind of employ, yeah, to make a more actional understanding of who that target audience is?

Kalli Fedusenko [00:06:02]:
Yeah. So I actually have a course on my website. I I've created this back end part of my website called the savvy advisor, and that is more if you are looking for do it yourself with a little help. So I'm not doing anything for you. I'm just kinda giving you tools and resources that will help you do it yourself. So I have a a few, like, worksheets that someone can go through that will help them figure out who is their target audience and what is the message that they're trying to send, where do they wanna be posting. But one of the things that I work with people is using your top 10 clients. Yes.

Kalli Fedusenko [00:06:45]:
Right? So who are your top 10 clients? And it might not always be by, how much they're paying you. It might be they refer someone to me every week. So I consider them a top client. Do you wanna take a look at that, especially if you're newer and you're like, I don't really have a niche. You know? I just have clients. And that will help you break it down. Like, okay. Who is my core demographic? Who am I serving now? What do they have in common? And then we kinda work through it that way.

Leah Alter [00:07:20]:
I always also told them, like, you know, taking out the money piece of it. It's like who when you open your calendar and you look at your week ahead and the clients that are on your calendar that you're so excited for those meetings.

Kalli Fedusenko [00:07:34]:
Yeah.

Leah Alter [00:07:34]:
You can't wait to catch up with them, hear what's going on with them, hear about that last vacation. Like, really the people that fire you up, like, let's find you more of those clients so that every meeting is that, not, like, you know, once a week or whatever. And I think just that shift in perspective for advisers can be really game changing in terms of who they, you know, end up attracting as new clients.

Kalli Fedusenko [00:08:01]:
Yeah. Something else. I I don't talk a lot about this, but when I'm developing a brand strategy for someone, I do like to find out, like, is there a service that brings in more profit than another service that we can highlight in your content? I think that's something that kinda gets overlooked because so many advisers are holistic adviser advisers, and they're doing a little bit of everything. But there's always one key thing, maybe more than one, that is going to be more profitable for you from a business aspect that we wanna make sure we're highlighting so that we can hit the people who need it.

Leah Alter [00:08:46]:
Yeah. Yeah. I mean, if I see holistic adviser on one more website, I just I know. I don't know. I I might throw the computer out the window.

Joanna Ehresman [00:08:55]:
You know, we it was,

Kalli Fedusenko [00:08:56]:
like, a huge thing when it first came out that nobody has it. But Yeah.

Joanna Ehresman [00:09:00]:
Now literally everybody has it. Right. Everybody provides great service, has an a team of experts, all the things. Right? It was funny. That actually reminds me of it was a very much a, like, moment when Mhmm. In a a role I held corporately, someone was like, you realize your clients aren't walking around saying, I want comprehensive wealth management. Right. Yep.

Joanna Ehresman [00:09:23]:
They they have, you know, they have a problem, and it's the it's usually a specific event, a specific problem. And so it's, like, tying that to, okay, who are what are the similar needs that I can speak to of these top 10 clients, right, that I want more of a curriculum here.

Kalli Fedusenko [00:09:39]:
Talking to the advisers about what they do, the ones who are saying holistic, I do find that each of them do something a little bit different that someone else doesn't do, and I'm like, that's what we need to be highlighting. Like, somebody who was talking about getting paid in benefits. Like, oh, you get a piece of the stock stock options. And, like, that alone, I don't I was like, I don't have any other clients who are doing that. Like, that should be what you're focusing on because I don't know anyone who does that. You know, there's, like, things like that that come up in conversation that you're like, that's actually pretty unique.

Joanna Ehresman [00:10:15]:
Yeah. That's how I to that. Yeah.

Leah Alter [00:10:17]:
Yeah. Well, specifically, to your point earlier about the Edward Jones and Northwestern Mutual and these and these brands that are much more familiar to to clients.

Kalli Fedusenko [00:10:27]:
Yeah.

Leah Alter [00:10:28]:
Right? So how can you stand out as an individual or a smaller firm? And those typically are the things that are gonna make you stand out versus one of those bigger name firms.

Joanna Ehresman [00:10:40]:
Right. Mhmm. So dovetailing on the topic of just differentiation and that sort of thing, it a big pillar that seems your team focuses on with advisers is a thoughtful content strategy. So curious to hear what some of the, like, biggest constraints are to an adviser being able to have an effective or consistent content strategy? What are the roadblocks?

Kalli Fedusenko [00:11:04]:
My answer is gonna surprise you. Number one, time.

Leah Alter [00:11:09]:
Yeah.

Kalli Fedusenko [00:11:11]:
No. I mean, we're doing the heavy lifting. We're doing I come to our meetings, and I'm pitching content for them, then we're creating the content. But what I found is, like, if you really want your content to succeed, you have to have that personal aspect, but then I'm relying on you to get it to me. So I have to get pictures from you. I need you know, something happened in the office. I need you to tell me about it. So I still have to rely on you for that piece, and that's where you're gonna see the most engagement in your content is when you're adding those pieces in.

Kalli Fedusenko [00:11:47]:
So I would love if we could just do everything, you know, and the adviser didn't have to be part of it because I they wouldn't get bottlenecked, but it's just not practical if you want a thriving content plan. So that's the main thing. And that goes in for the review process too. For me, that's where I'm seeing things that they get stuck in review for a long time. Like, you just have to read it. It's not it's not too bad. The next piece that I see as a roadblock would be fear of diving into a niche. I see that a lot.

Kalli Fedusenko [00:12:28]:
I think it's scary because you feel like you're gonna miss out on other clients, and I'm gonna lose money when I think it really sets you apart. It makes, and, yeah, you'll probably agree with us. It makes our jobs as marketers so much easier because now I have a very specific message that I'm creating for a very specific person that now I'm just trying to nail that piece of it rather than I have to figure out something that resonates with everybody. So I can be leaning in

Leah Alter [00:13:00]:
Which resonates with nobody. Yeah. Because then it just sounds generic and trite, and nobody wants to be marketed to that way.

Kalli Fedusenko [00:13:11]:
Right.

Leah Alter [00:13:12]:
Especially now. Right? Where, you know, it's it's not like the people that in a time where some people are on social media and some people weren't, and some people got it this way and some people got it that way. Everybody is on a platform. Like grandmas, great grandmas, they're all somewhere doing, you know, reading and absorbing content. So you have to be and, you know, that personality piece that you you talked about. Mhmm. You know, working with advisors, they would go, I posted a picture of this dog that came in the other day, and we've never gotten so many likes and comments on anything. And I'm like, ding ding ding ding.

Leah Alter [00:13:53]:
Yep. Right? Like, of course, someone's gonna love that more than the top 10 savings tips. Right. You know? I'm like, it's it's not that that isn't, you know, speaking to Right. Who you are and what you offer. Yeah. But people aren't gonna resonate with something that they could see on 900 other people's Mhmm. Social media.

Kalli Fedusenko [00:14:18]:
Right? Mhmm. Exactly. And so what I tell my clients I've just started saying this, especially as AI is becoming so ingrained in everything we do now. I'm like No. Because I'll get some a little bit of pushback on the personal part too. Like, not pushback, but more of, I don't know what people wanna hear. And so I describe it as you wanna prove you're not a robot. You know? Prove that you're not AI.

Joanna Ehresman [00:14:47]:
Yeah. Well Yeah. And even and even what our where we found some traction was, like, having advisers reflect on, hey. What were some of the most interesting client conversations we had in the past week? Doesn't not even about necessarily their financial plan or whatever, but what were the things that you know, reflect on that, and then how do you translate that into a social post or whatever format is comfortable for you. Right. For

Kalli Fedusenko [00:15:10]:
not to

Joanna Ehresman [00:15:11]:
date you. But,

Leah Alter [00:15:12]:
I saw something the other day that said, if you don't enjoy the content that you're making, nobody's gonna enjoy receiving the content. And I was like, what a concept. Right? Like, you really have to enjoy it. It has to be something that you care about. Because that authenticity piece, even if it's on an online exchange, people get like, they will pick it up. If it's not, you know, real and authentic, people are not super interested in it.

Kalli Fedusenko [00:15:44]:
Absolutely. We had, Joel he's talking about getting last names. Right? Joe Saul Sehi.

Joanna Ehresman [00:15:53]:
Yes. Yes. Yeah.

Kalli Fedusenko [00:15:54]:
That's back in Benjamins. Yep. And he said I think it was the first year they didn't do great, their podcast, but it was the second year. And he said the big difference was that they made it an entertaining show. You know? It was they they focused on the entertainment aspect of it. And I think, especially in today's world, which it does kinda make it harder for all of us, but that's what we want. We wanna be entertained. When I go on my phone, I want you to entertain me.

Leah Alter [00:16:26]:
Yeah. You

Kalli Fedusenko [00:16:27]:
know? I I want that dopamine hit.

Joanna Ehresman [00:16:29]:
Yeah. Because we're swimming in information. We always have information available to us that we can look up proactively. Right? But, yes, that's just such a good point of what mode is your perspective or your current client in when they're looking at your LinkedIn page or, you know, whatever it might be.

Leah Alter [00:16:45]:
Well and then what is that balance that you you know, figuring out for you what the balance of the entertainment and the necessary information. Right? So, what is it that you want the person to do with the content that you just shared? Mhmm. You know, whether that's a follow, a a link to the website, a, you know, download this, whatever that is. Right? Like, weaving that into the entertainment piece. And those that get that right

Kalli Fedusenko [00:17:17]:
Mhmm.

Leah Alter [00:17:17]:
Those are the ones that you see have a lot of people coming back, have those high click through rates on what it is that they're doing because it is that balance. It's not I'm not here just to entertain you, and I'm not here just to sell you something. Right. It's that that good balance of both. Yeah. Mhmm. Relationship building. Yes.

Kalli Fedusenko [00:17:40]:
That's really what it comes down to. What's going to build that relationship with the other person on the other line?

Leah Alter [00:17:47]:
So we are, all very aware of the generational wealth transfer that's underway. Mhmm. We're, like, five years away from it now, which is kind of crazy. It seemed like something so far in the distance, and now it's not so much. So what shifts in marketing strategy do you think that firms need to be making to stay relevant and, you know, really to speak to all those different generations, particularly, you know, this show being women's share, you know, speaking to women who we know are gonna be getting a lot more of that wealth than they ever have before. What what are you doing with your clients to kind of help in that?

Kalli Fedusenko [00:18:32]:
I found this super interesting. Michael Kitchez said that, oh, advisors shouldn't focus on the new generations. They should focus on the whoever their target demographic is. So let me say that differently. Let me try and say it more like he delivered it, which was, if you're working with people who are retiring, why would you change your message for somebody who's not retiring yet? And then, you know, we had asked, like, well, what about, people I mean, your clients die off eventually. Right? Everybody buys. Well, then that money leaves. And he was saying, well, it's actually not as big of a amount as you would think.

Kalli Fedusenko [00:19:19]:
Like, it it makes more sense to stay focused on the, your current demographic. It's easier how did he word it? It's easier to build loyalty than it is to get a new client. And if you have to create new services, then you're introducing more, expenses. I mean, I think there is some validity to that, but I I, Kalli, think that I think advisors should be preparing regardless for how the next generation is interacting. Even if you're not introducing new services or changing your messaging, I think the medium and the way you are delivering it needs to resonate with the person that you're trying to reach.

Leah Alter [00:20:11]:
Yeah.

Kalli Fedusenko [00:20:11]:
So as far as, like I guess I should give some practical because you asked specifically what am I doing.

Joanna Ehresman [00:20:15]:
Okay. And

Kalli Fedusenko [00:20:18]:
I would say looking at those other platforms that are available and assessing, does it make sense to include them? Because every new platform that you add into your content is another one that you have to manage, and sometimes it's not worth it. And then I think making things really easy for people to find online, whether that's on your website or somewhere else. One of the easiest low hanging fruit I'll say, the most low hanging fruit that I see that gets missed is your Google business profile. Yeah. So many advisers don't claim it or update it and missing out on a lot of SEO there. Well and, also, I

Joanna Ehresman [00:21:04]:
think that's an interesting point of it's not saying don't focus on your current client, but also outside of even marketing or kinda going down funnel in the client relationship. It's like, inherently, everybody just has different expectations of what it's like to do business with an organization. So if you have really great digital marketing, but then you move to an analog process after that where it's like sign this paper for me. We're going to mail you your statement. Like, you have to think about that disconnect because guess what? You know, my parents who are well into retirement don't even want that. Right? Like, your clients want a better experience, and the next, the incoming generations of clients are going to want that even more. And it's just a table stakes. Right? So Right.

Kalli Fedusenko [00:21:49]:
Money did this study on how, oh my gosh. What is it called? The tech that you use to, like, see your accounts. How that affects advisors' clients' satisfaction.

Joanna Ehresman [00:22:04]:
Yeah.

Kalli Fedusenko [00:22:04]:
And if you're using, an online platform that people can see their accounts and, you know, connect with you, that's they see that trending upwards in the satisfaction of the client. So just like you're saying. You know? Yeah. Make We're living in a digital world now.

Leah Alter [00:22:22]:
Yeah. I think one of the most important decisions an adviser can make is the technology that they use to present to a client, and meeting the client where they're at. Right? Not having such sophisticated technology that maybe older clients cannot grasp or understand or want to learn, but also being able to empower them to log on to something and see something in a snapshot without having to rely on you to answer every question. Again, it's a I think it's a balance of it. But, you know, services and like, technology as a service like an eMoney, those types become super important because that can I think when you are talking about younger generations and, like, wanting to keep that wealth within your firm, right, like a a grandparent and a parent and a child or an adult child? Being able for that parent to pull it up on their phone and go through that with their adult child of, like, here's where, you know, this is what I use and am able to whatever. That, I think, becomes a really powerful tool without you, yourself, having to present it. Yeah. I think it's yeah.

Leah Alter [00:23:47]:
I think that study probably behooves the money really well, but I I do think it's really important for sure. Yeah. And that goes for marketing tools as well. Yeah. You know, and and how your emails are delivered and and and all of that. I think that's all really important.

Kalli Fedusenko [00:24:09]:
There's even an opportunity for the clients who maybe aren't as digitally savvy to build on that relationship by offering classes. Like, I knew a few advisers who that they would do, like especially when iPads had just come out. They would invite their clients to come in, and they would have an Apple expert come in and show them how to use the iPad. Awesome. And I think that's just such a great idea. Not only are you helping them increase that skill, but that it builds on the trust that they have with you.

Leah Alter [00:24:42]:
Mhmm. Mhmm. Absolutely.

Joanna Ehresman [00:24:44]:
That's smart. I hadn't heard of that

Leah Alter [00:24:46]:
approach before.

Joanna Ehresman [00:24:47]:
That's good. That's good. Okay. So we're curious. So outside of talking marketing and Yeah. And advisers, curious to hear, what is the best career advice you've ever received?

Kalli Fedusenko [00:24:57]:
Oh, yeah. I saw this. I was like, I don't I don't know. Because I feel like so my okay. I do know what it would be. Someone told me once. I couldn't even tell you who said it, but they said that building a business or a career is not done in a silo. So, like, it's it's a community thing, and I think that's really important when you're starting out, to realize that you you've gotta build a community and find people that you can reach out to when you come across something because you absolutely will come across something.

Kalli Fedusenko [00:25:33]:
The second piece of advice was when I was an intern at Clear Channel Outdoor, which was billboards. Yeah.

Leah Alter [00:25:41]:
Yeah.

Kalli Fedusenko [00:25:43]:
I had applied to the graphic design program at USF, and I did not get in. And I was like, I could wait another year and apply again, or I could change my my degree well, not change because I was in I was in a mass communication degree. And rather than going for fine arts, graphic design, I could stay in mass communication. And so I asked my boss intern boss at Clear Channel, like, if you were hiring somebody, which would you prefer? And she was like, oh, mass communication. No. No question. And I was like, okay. Well, I'm gonna stick in mass communication.

Kalli Fedusenko [00:26:20]:
And so I did. And I feel like that was very helpful because I learned a lot of other, like, writing skills that I wouldn't have learned had I done the design program.

Leah Alter [00:26:32]:
Love that. Broader skill set.

Joanna Ehresman [00:26:33]:
I like that. That makes a ton of sense. Yeah.

Leah Alter [00:26:36]:
And, Kalli, what can we celebrate with you today? Like, beyond professional life, we love to celebrate women and, you know, beyond our success professionally. What can we celebrate with you today?

Kalli Fedusenko [00:26:51]:
I got a new dog in November. His name is Lego. Oh, thank you.

Joanna Ehresman [00:26:58]:
He came with the name. Okay.

Kalli Fedusenko [00:27:01]:
And I'm sure you can guess he was named by a child.

Leah Alter [00:27:04]:
Yes.

Kalli Fedusenko [00:27:06]:
He is a gray standard poodle. We got him I have the seven year old doodle, Labradoodle, and, I told her that I was getting the other dog

Joanna Ehresman [00:27:19]:
for her. Oh, so she'd have a friend.

Leah Alter [00:27:21]:
I can relate. My second dog, I got for my dog. Yeah. Is it? I definitely just got a dog for my dog.

Kalli Fedusenko [00:27:31]:
Well and, of course, he's had, like, all these health issues that we've been working through since we got him. So, I have to think about week and a half ago, he had to have a tooth extracted because it had been broken and was, like, cracked, and the nerve was showing. So he's doing good. Although, he tore his stitches, and they're like, oh, this is a really big deal. And so he's been in a cone for a week. We actually just went to the vet yesterday to check, and they're like, no. He's gotta stay in in another week. Yeah.

Kalli Fedusenko [00:28:02]:
And so I'm like, I'm sorry, Clementine. You can't play with him.

Joanna Ehresman [00:28:06]:
You gotta wait until he

Leah Alter [00:28:07]:
It'll be worth it. Yeah. I'm like, don't

Joanna Ehresman [00:28:10]:
I was gonna say, so is it working out their sibling ship or whatever it is with

Kalli Fedusenko [00:28:15]:
Now it is. In the beginning, I was like, oh, boy.

Joanna Ehresman [00:28:21]:
Made a huge deal.

Kalli Fedusenko [00:28:22]:
What did we do?

Joanna Ehresman [00:28:24]:
I mean, I just

Leah Alter [00:28:25]:
look out

Kalli Fedusenko [00:28:25]:
at her, and she was like,

Joanna Ehresman [00:28:30]:
don't look at me. Don't breathe.

Leah Alter [00:28:32]:
But there's a lot transition period. Yeah. But Yeah. They're gonna be

Joanna Ehresman [00:28:37]:
much better.

Kalli Fedusenko [00:28:38]:
And I and the cone kinda protects

Joanna Ehresman [00:28:42]:
them right now.

Leah Alter [00:28:43]:
It worked out in his benefit one way

Joanna Ehresman [00:28:45]:
or another.

Kalli Fedusenko [00:28:47]:
No. It's like what he's aggressive with that thing. He just bumps right into you. He does not let it stop him.

Leah Alter [00:28:54]:
Yeah. I've gotten a a few bruises on the back of the legs for McCone. Uh-huh.

Joanna Ehresman [00:29:03]:
Well, Kelly, this has been so fun and just great to, I don't know, just hear your insights on on marketing and what's going on with advisers, and it's just been it was really insightful. So if anybody who's listening wants to learn more about you or your the services you offer, what's the best way for them to find you?

Kalli Fedusenko [00:29:21]:
Yes. Kalli Collective, k a l l I, Kalli Collective dot com. If that is too hard to remember, you can do ask us marketing.live. Both of those URLs will take us to our site.

Leah Alter [00:29:37]:
Awesome. And we'll we'll have those links in the show notes so, anyone can, find them directly through that. And, of course, we will get them to your LinkedIn page as well. Yeah.

Kalli Fedusenko [00:29:52]:
I know my name is spelled, you know, a little a little special. So sometimes things

Leah Alter [00:29:56]:
are hard

Kalli Fedusenko [00:29:57]:
to find me.

Leah Alter [00:29:57]:
People will remember you. Yeah.

Kalli Fedusenko [00:29:59]:
It's actually it's my mom and my dad's name put together, which was Kathy and Larry.

Leah Alter [00:30:04]:
Really? How

Kalli Fedusenko [00:30:05]:
cute. Oh, that's cool.

Joanna Ehresman [00:30:07]:
That was my neighbor. Her name was Taryn, and it was a combination of Taryn and Karen. So there

Kalli Fedusenko [00:30:11]:
you go. That's cute too. I I think sometimes so my husband's name is Michelob. Yes. Like the beer. And so I'm I try and think of, like, how would we combine our names? I I just can't come up with anything that is pleasant.

Leah Alter [00:30:34]:
We're gonna have to think on that. If if anyone listening comes up with an idea, make sure you reach out to Kalli. Hook her up. Well, thank you again so much for coming on the show. That is our show for today. And if ours is a mission that you want to share in, subscribe to the show on your favorite pod podcast platform. That was a tongue twister. With that, I'm Leah Alter.

Joanna Ehresman [00:31:02]:
And I'm Joanna Ehresman, and we'll catch you on the next episode of WomenShare.

Kalli Fedusenko Profile Photo

Kalli Fedusenko

Founder / Speaker / AUM Host / Garden Nerd

Leveraging her extensive experience in the financial sector to revolutionize digital marketing for advisors, Kalli captivates audiences with her engaging talks. Known for her practical insights and relatable style, Kalli’s expertise helps financial advisors build genuine connections and grow their businesses. Whether speaking, writing, or consulting, Kalli’s mission is to simplify marketing and inspire action. As a woman entrepreneur and business owner, she knows what it takes to succeed and loves equipping others on their own journeys to success.

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