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)
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