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

EPISODE · Sep 17, 2025 · 32 MIN

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

from A.U.M. - Ask Us Marketing™ · host Savvy Advisor Marketing

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).

Episode metadata supplied by the publisher feed · Published Sep 17, 2025

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

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