Email & Text Marketing for Financial Advisors with Robert Sofia —A.U.M.™ LIVE for financial advisors

Email & Text Marketing for Financial Advisors with Robert Sofia —A.U.M.™ LIVE for financial advisors

What if you could stop guessing and start sending emails and texts that actually work? Join Kalli Fedusenko, Advisor Marketing and Robert J. Sofia of Snappy Kraken for a data-packed episode of A.U.M.™ focused on email and text marketing best practices for advisors.

With millions of campaigns under their belt, Snappy Kraken has the numbers—and Robert’s here to share them.

➡️ What makes someone open, click, and reply
➡️ Best times to send and how often to follow up
➡️ How to use texting without overstepping
➡️ Biggest mistakes that sabotage engagement

✨ Brought to you by the Financial Planning Association (FPA).

Jaksot(80)

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The AI revolution isn’t coming—it’s already here. Join Kalli Fedusenko and Len Ward for a high-impact session on “How AI Will Destroy All Marketing Strategies in 18 Months or Less.”Len has spent over ...

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Get ready for some on-the-spot marketing magic! What makes a website work for financial advisors? Find out in this live, rapid-fire audit session with Kalli Fedusenko as she hosts and leads “Live! Web...

19 Touko 202555min

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Webinars can do more than educate—they can generate leads from your exact niche. Join Kalli Fedusenko and Elizabeth Reider from Indigo Marketing Agency for a tactical session on “Attract Ideal Clients...

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How Advisors Can Win Sales With Writing —A.U.M.™ LIVE for financial advisors

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Words sell—when they're the right ones. Join Kalli Fedusenko and Derek Pollard for "Win Sales with Writing", a powerful session on how to craft compelling copy that connects, converts, and builds long...

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How Advisors Can Sound Like a Pro: Using Voice to Strengthen Your Brand —A.U.M.™ LIVE for financial advisors

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Your voice is more than just sound—it’s your brand’s first impression. Join Kalli Fedusenko and Jodi Krangle of VoiceOversAndVocals.com for a fascinating session on “Sound Like a Pro: Using Voice to S...

21 Huhti 202535min

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Your audience has changed—has your marketing kept up? Join Kalli Fedusenko and Jess Flynn from Intention.ly for a forward-looking, data-backed session on “What’s Working in Q1 2025.”From client engage...

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