Email & Text Marketing for Financial Advisors with Robert Sofia

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A.U.M. - Ask Us Marketing™

Savvy Advisor Marketing

75 episodes

1 week ago

Calling all financial advisors! Ready to spice up your lunch hour? A.U.M (Ask Us Marketing) is a 30-minute live stream airing every Monday (except holidays) at noon central, 12 p.m. CST. A live event crafted to satisfy your business growth cravings. We’re taking the mystery out of savvy marketing with featured guests from various professional marketing niches. You’ve got questions. We’ve got answers. https://askusmarketing.live

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

A.U.M. - Ask Us Marketing™

32 minutes 55 seconds

1 month ago

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).