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)

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What's Working in Q1 2025 —A.U.M.™ LIVE for financial advisors

What's Working in Q1 2025 —A.U.M.™ LIVE for financial advisors

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...

14 Apr 202538min

How to Light Your Videos —A.U.M.™ LIVE for financial advisors

How to Light Your Videos —A.U.M.™ LIVE for financial advisors

Lighting can make or break your video content, and no one knows this better than Michelob Fedusenko. As a professional grip with experience working on Hallmark movies, music videos, and commercials fo...

31 Mars 202529min

Network Like a Human, Not a Salesy Weirdo —A.U.M.™ LIVE for financial advisors

Network Like a Human, Not a Salesy Weirdo —A.U.M.™ LIVE for financial advisors

Networking doesn’t have to be awkward or uncomfortable. Join Kalli Fedusenko and Melissa from PowerfulWomenRising.com for an empowering session on "How to Network Like a Human, Not a Salesy Weirdo."He...

24 Mars 202531min

Website Terms Every Financial Planner Needs to Know —A.U.M.™ LIVE for financial advisors

Website Terms Every Financial Planner Needs to Know —A.U.M.™ LIVE for financial advisors

In this episode of A.U.M. - Ask Us Marketing™, Kalli Fedusenko is breaking down the essential website-related terms every financial planner needs to know. Whether you’re dealing with IT providers, upd...

17 Mars 202520min

Stop Counting Conversations and Have Conversations That Count —A.U.M.™ LIVE for financial advisors

Stop Counting Conversations and Have Conversations That Count —A.U.M.™ LIVE for financial advisors

Some conversations open doors—others fall flat. Join Kalli Fedusenko and Kyle Coon from KyleCoon.com for a powerful session on "Making Conversations That Count."Here’s what you’ll learn:➡️ How to star...

10 Mars 202531min

Public Relations & What to Do In a Crisis Situation —A.U.M.™ LIVE for financial advisors

Public Relations & What to Do In a Crisis Situation —A.U.M.™ LIVE for financial advisors

In the fast-paced world of financial services, a single PR misstep can have lasting consequences. Join Kalli Fedusenko and John from Arichopinion.com for an essential session on "Public Relations & Wh...

24 Feb 202533min

FINRA/SEC Regulations Being Enforced —A.U.M.™ LIVE for financial advisors

FINRA/SEC Regulations Being Enforced —A.U.M.™ LIVE for financial advisors

What's worse than reading "Go directly to jail. Do not pass Go, do not collect $200" during Monopoly? Reading "As a result of our examination, FINRA has elected to refer this matter to FINRA's Departm...

10 Feb 202530min

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