Real. Raw. Unscripted.
Our client testimonials are reactions in real time to our work. Many times they are quotes taken directly from our client’s response (with their permission afterwards). Any solicited testimonials are labeled as such.
PROJECT: Content production
I just wanted to make sure that you both know that I appreciate all of your time & energy on Quest’s social media.
Kalli – Thanks for all of your patience with Quest when we first started working together! You were great. Hopefully, I will get the opportunity to recommend Kalli Collective at some point to show my appreciation.
BIG thanks!
Kalli – Thanks for all of your patience with Quest when we first started working together! You were great. Hopefully, I will get the opportunity to recommend Kalli Collective at some point to show my appreciation.
BIG thanks!
Rachel Hodges
Operations Manager
Operations Manager
QUEST capital management
PROJECT: Email Automation
Mind. Blown.
Frickin’ amazing!!!
Thank you for setting this up!
Frickin’ amazing!!!
Thank you for setting this up!
Laura Garfield
Co-founder
Co-founder
Idea Decanter
PROJECT: Video Editing
OMGGGG AMAZING! You make me look like a ROCKSTAR!
Charesse [Hagan] Spiller
Financial Advisor Consultant
Financial Advisor Consultant
Level Best
PROJECT: Video production + promotion + newsletter - monthly
Kevin Williams
Owner & Financial Advisor
Owner & Financial Advisor
Williams Financial Services
PROJECT: Summer Newsletter
This is PERFECT!!! Thank you so much for all your hard work!
We have had several clients reach out to let us know they enjoyed the newsletter!
We have had several clients reach out to let us know they enjoyed the newsletter!
Caroline Crisp
Client Operations Executive
Client Operations Executive
Purifoy Wealth Team
Client referral response
I’m glad to hear [he] is working with you. He won’t be disappointed!
Tommy Doerfler, CFP®
Lead Wealth Advisor
Lead Wealth Advisor
Lighthouse Wealth Group
PROJECT: new client onboarding documents
Thank you SO much for this and all of the info!
Clearly, this is why I needed your help.
Clearly, this is why I needed your help.
Katie Centofonti, CFP®
Lead Wealth Advisor
Lead Wealth Advisor
Centofonti planning
Project: Tri-Annual e-newsletter
You really understand our business and what our clients want.
Will Scroggins
Wealth Advisor & Partner
Wealth Advisor & Partner
Scroggins Wealth Team
Southwestern Investment Group
Southwestern Investment Group
Project: Tri-Annual E-newsletter
You made this about as easy as it could be! WOW!
Jesse Scroggins, AAMS®
Wealth Advisor & Partner
Wealth Advisor & Partner
Scroggins Wealth Team
Southwestern Investment Group
Southwestern Investment Group
FPA Coaches corner endorsement
Kalli produces outstanding content, which is clearly influenced by her experience in the financial industry.
Buffy Fletcher
Business Support Project Manager
Business Support Project Manager
Financial Planning Association
Solicited testimonial
Project: Monthly Retainer
Kalli has been a joy to work with. She is very collaborative and she has been a contributing team member to our group's success. She has a great understanding of what we are trying to accomplish and brings great ideas to help us grow and serve our clients. I can rely on her expertise and her creative, problem solving skills to help us achieve our marketing goals. She is patient, kind and always willing to go the extra mile for our group. I would highly recommend her services and we are personally grateful for her contributions to our group's success.
Tommy Doerfler, CFP®, Wealth Advisor
Lighthouse Wealth Group
Solicited testimonial
Project: Email Campaigns
Kalli, after helping our entire company for several years, launched out on her own. We have continued to use her good work in communicating with our clients, as well as some other special projects. She is quite talented!
Bob Sircy
Executive Vice President
Executive Vice President
Southwestern Investment Group
