When you combine a clear niche with thoughtful AI use, prospecting stops feeling awkward—and starts feeling strategic.
Join Kalli Fedusenko and Andie Lafontant, CFP®, of Blue Zone Wealth Advisors for a conversation on how niching into entrepreneurs and business owners helped her build a powerful referral network—and how she’s using ChatGPT to support outreach and prospect preparation.
➡️ How niching sharpens your messaging and referral strategy
➡️ Real ways to use AI to prepare for prospect conversations
➡️ How to build a referral pipeline through complementary professionals
➡️ Why specificity makes AI more powerful—not less
✨ Brought to you by the Financial Planning Association (FPA)
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