MCP067: Navigating Compliance & Financial Marketing Insights w/ Kalli Fedusenko

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:

• Understand Compliance: One of the biggest hurdles for financial advisors is the fear of non-compliance in marketing. Kalli underlines the necessity of using compliant language and making sure to include disclosures in all communications. Things like steering clear of guaranteeing returns and careful wording are crucial. Yet achievable!
• Leveraging Video: Kalli talked about how advisors can use video effectively without breaching compliance, such as scripting content for pre-approval and being cautious during live recordings. She even brings in partners for more polished video projects.
• The Importance of Google Business Listings: A simple yet often overlooked strategy for financial advisors is optimizing their Google Business Listings. Updating these listings can greatly enhance visibility and credibility.
• Relationship Building Through Podcasts: Kalli shared how starting a podcast can be a powerful tool for financial advisors to strengthen relationships with their referral partners such as CPAs and estate attorneys.
• Set the Stage for Clients: Financial advisors can minimize client anxiety by providing detailed directions and expectations for first meetings. This kind of customer care can help in easing initial interactions.

🔗 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.