Winning the Retirement Conversation Featuring Chris Mediate — A.U.M.™ for financial advisors
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Winning the Retirement Conversation Featuring Chris Mediate — A.U.M.™ for financial advisors
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When it comes to working with pre-retirees and retirees, connection matters more than ever.
Join Kalli Fedusenko and Chris Mediate of Mediate Financial for a conversation on how building real relationships has helped grow a retirement-focused advisory practice—and why human connection still drives results in a digital world.
Chris will share what’s actually worked for him, including how he uses tools like Snappy Kraken to support his marketing while keeping his messaging personal and relevant.
How human connection helps attract and retain retirement-focused clients
Real examples of what’s worked in building trust with pre-retirees
How to use tools like Snappy Kraken without losing the personal touch
Why connection—not just content—drives better conversations and results
Brought to you by the Financial Planning Association (FPA)
SHOW NOTES:
Mediate Link Tree
Snappy Kraken Email Platform
Ask Kalli Marketing 1-1