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Interviews with Top Advisors for Top Advisors!
Top Advisor Podcast™
Ep. #55 –Tracking Success: Measuring the Impact of the Client Journey in Financial Planning with Kalli Fedusenko
Are you winging it when it comes to serving your client all along the client journey?
Or do you embrace and follow a clear strategy for enhancing client and prospect experiences and establishing strong relationships with them throughout the entire client journey?
Attending to all phases of the client journey will always be the fuel to your success.
In this episode, Referral Coach Bill Cates interviews Kalli Fedusenko, Founder of KalliCollective. They explore the crucial aspects of building relationships with clients and prospects via the powerful client journey process. Kalli delves into the stages of the client journey and the power of online platforms in your marketing. She also discusses surprising topics to share that resonate with clients.
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Bill and Kalli discuss:
- The different stages of the client journey and what to monitor.
- Viral content delivered by advisors – specific success examples.
- The links between the client journey, client experience, and marketing.
- Why to keep sending your clients back to your website (where YOU control content and experience) rather than just your social media.
- Strategies for boosting website engagement and follow up.
- The importance of making your website your content hub for prospects and clients.
- Why personal content creates the biggest impact with clients.
- Specific examples and case studies showcasing successful results.
- The value and risks of posting stock content.
- Strategies for making it easier for clients to refer advisors.
- … And more!
Resources:
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About Our Guest
Kalli Fedusenko is the founder of KalliCollective, a firm specializing in marketing for the financial services industry.
With 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, Kalli can provide you with 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 most effective guide to give your brand a voice.
Connect With Kalli Fedusenko:
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About Your Host
Bill Cates, CSP, CPAE, works with established financial advisors to speed up their growth without increasing their marketing budget. Advisors tap into Bill’s proven process to multiply their best clients through introductions from advocates and Centers of Influence (such as CPAs and attorneys), communicate their value proposition more effectively, and create a reputation in a profitable target market. Bill helps advisors move from push prospecting to magnetic marketing – to attract more Right Fit Clients™.
Bill is the author of four best-selling books, Get More Referrals Now, Don’t Keep Me a Secret, Beyond Referrals, and Radical Relevance. Bill is a highly sought-after international speaker and coach, as well as the founder of The Cates Academy for Relationship Marketing™.
Do you know someone Bill should interview (including yourself)?
Do you have a topic you’d like to see covered?
Contact Bill Cates directly: BillCates@ReferralCoach.com
