A.U.M. - Ask Us Marketing™
A.U.M. - Ask Us Marketing™
Savvy Advisor Marketing
Email & Text Marketing for Financial Advisors with Robert Sofia —A.U.M.™ LIVE for financial advisors
32 minutes Posted Sep 17, 2025 at 2:39 pm.
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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).