What if every email you sent felt like it was written just for the person receiving it—and it actually was?
In this dynamic and energizing conversation, Hannah Chapman, CFP®, APMA®, CRPC®, and Brett Kaufman, co-founder of Pretty Okay Media and director of growth at Four Rooms Mastermind, explore the power of personalization in modern business—from email marketing to mastermind experiences to daily mental health practices.
Brett shares expert insights into scaling businesses with segmented email automations, building authentic client relationships, and creating curated growth experiences through Four Rooms. Plus, the life-changing magic of “mandatory happy moments” and how to stay aligned in both business and joy.
Learn more about:
The psychology behind why people open emails (and why they don't)
Crafting segmented email automations that feel deeply personal
Lifetime client value (LTV) and how to design journeys for long-term retention
How to revive a “dead” email list with deliverability hacks and repurposed content
Brett's work with Four Rooms Mastermind and its unique customization model
Why creativity and joy (like improv, knitting, and dancing) are essential to entrepreneur health
The concept of “mandatory happy moments” and why they belong on your calendar
Connect with Brett here:
Instagram: https://www.instagram.com/brettkaufman26/?hl=en
LinkedIn: https://www.linkedin.com/in/brett-kaufman-68454195/
Four Rooms Mastermind: https://www.fourroomsmastermind.com/
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/