Marketing Education & Resources

When You Need a Little Help From a Friend

Our education and resources are designed for advisors and internal marketing associates of a financial firm who don't know where to start their marketing journey or have a marketing destination but don't know how to get there. Outside of our Live at Lunch A.U.M.™ and vlog posts, we offer FREE website membership for advisors who are ready to get savvy about their marketing. As a member you get access to free courses, books, and documents. Hello, easy button. Or you can take it up a notch and purchase a premium course and/or template. Lastly, if you plan events for your firm and need a speaker, look no further than our founder and director, Kalli Fedusenko. She delivers a powerful duo of entertainment and education that will leave your audience empowered to tackle their next marketing project!

Savvy Advisor - Free

Our free membership gets you access to our how-to guide book and downloadable templates.

Premium Courses

Our premium courses and templates are designed and developed to guide you step-by-step. DIY was never so easy!

Workshops & Keynotes by Kalli

Hailing from a decade of experience in financial marketing, Kalli is ready to equip your audience with the knowledge and power needed to cast their vision and implement a marketing plan to get them there.

Hey, we've seen you around...

Why not schedule a call with Kalli to learn more?

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