What to Say in Your Automated Follow-up Sequences —A.U.M.™ LIVE for financial advisors

What to Say in Your Automated Follow-up Sequences —A.U.M.™ LIVE for financial advisors

Struggling to stay in touch with prospects while juggling a million other tasks? It’s time to automate smarter, not harder! Join Kalli Fedusenko for an exclusive live event featuring Ely Delaney, creator of the Follow Up Rockstar System, as he shares his expertise on crafting automated follow-up sequences that nurture relationships and grow your business.

In this session, you’ll learn:

➡️ What to say in your follow-ups to stand out and stay top-of-mind.
➡️ How to create authentic, personalized communication at scale.
➡️ Proven strategies to turn automation into meaningful connections.

This is your chance to ditch the overwhelm and discover how a strategic follow-up system can bring in leads, build trust, and save time. Don’t miss it!

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

Episoder(81)

Make Your Podcast Discoverable - A.U.M.™ LIVE for financial advisors

Make Your Podcast Discoverable - A.U.M.™ LIVE for financial advisors

Publishing your podcast is only half the battle—getting it found is the other. Join Kalli Fedusenko, Advisor Marketing, Speaker and Justin Peters of SimplePod Studios for a no-fluff session on how to ...

13 Okt 202531min

What’s a Brand Evangelist, and Do Advisors Need One? —A.U.M.™ LIVE for financial advisors

What’s a Brand Evangelist, and Do Advisors Need One? —A.U.M.™ LIVE for financial advisors

Brand evangelism isn’t just a buzzword; it’s a strategy. Join Kalli Fedusenko, Advisor Marketing, Speaker and Diana Cabrices for a dynamic episode on what a brand evangelist does, why it matters, and ...

29 Sep 202532min

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.™...

17 Sep 202532min

Brains, Biases & Better Conversations for Advisors —A.U.M.™ LIVE for financial advisors

Brains, Biases & Better Conversations for Advisors —A.U.M.™ LIVE for financial advisors

Financial decisions aren’t just about numbers—they’re deeply human. Join Kalli Fedusenko, Advisor Marketing, Speaker and Brendan Frazier of RFG Advisory for an eye-opening episode on how behavioral fi...

26 Aug 202538min

How to Come Back From Bad Google Reviews —A.U.M.™ LIVE for financial advisors

How to Come Back From Bad Google Reviews —A.U.M.™ LIVE for financial advisors

One negative review doesn’t have to ruin your reputation. Join Kalli Fedusenko, Advisor Marketing, Speaker and Whit Lanier of Amplify Reviews for a reputation-saving session on how to come back from b...

18 Aug 202541min

DIY Podcast: The 4 P's —A.U.M.™ LIVE for financial advisors

DIY Podcast: The 4 P's —A.U.M.™ LIVE for financial advisors

Click to get your checklist.Podcasting can grow your brand—or waste your time. The difference? A smart strategy. Join Kalli Fedusenko, Advisor Marketing for a solo session previewing her 4 P’s of Podc...

4 Aug 202532min

How the Branding Gets Made —A.U.M.™ LIVE for financial advisors

How the Branding Gets Made —A.U.M.™ LIVE for financial advisors

What does it really take to build a powerful brand? (Spoiler: It’s not just picking colors and fonts.) Join Kalli Fedusenko, Advisor Marketing and Josh Passler (FinArt) for a behind-the-scenes episode...

28 Jul 202556min

Mitlin Success (Part 2): Behind the Brand —A.U.M.™ LIVE for financial advisors

Mitlin Success (Part 2): Behind the Brand —A.U.M.™ LIVE for financial advisors

Running a firm’s brand requires more than just big ideas—it takes behind-the-scenes precision. Join Kalli Fedusenko, Advisor Marketing and Denise Milano Sprung from Mitlin Financial, Inc® for part two...

21 Jul 202535min

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