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How 6000 Advisors Solved the Growth Puzzle with Robert Sofia (Ep. 62)
Manage episode 413006521 series 3282805
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Are you curious about how top advisors are accelerating their organic growth?
Data from 6,000 advisors has revealed some interesting insights!
Discover the mindset, strategies, and tools that have propelled advisors to rapid growth in today’s digital age. Jack Martin interviews Robert Sofia, co-founder and CEO of Snappy Kraken, about why some firms thrive while others struggle, unpacking three impactful strategies for lead generation and client conversion based on real-world data.
Robert discusses:
- The mindset shift needed to amplify firm growth
- Digital marketing tactics that helped 6,000 advisors solve the growth puzzle (while improving trust and credibility)
- The power of event marketing — with examples
- Why it’s crucial to know your niche and personalize your marketing strategy accordingly
- And more!
Resources:
- Winning at the Intersection of Annuities and Wealth Management
- Cracking the Client Acquisition Code with Carl Richards (Ep. 60)
Connect with Robert Sofia:
Connect with Jack Martin:
About Our Guest:
Robert Sofia is one of three founders of Snappy Kraken and serves as Chief Executive Officer, overseeing the company’s strategic direction and enterprise relationships. Robert possesses a unique blend of sales, marketing, and creative ability paired with financial industry experience. He excels at leading specialized teams, engineering financial marketing programs, and managing complex projects.
Prior to founding Snappy Kraken with Angel and Brad, Robert was co-founder and COO for Platinum Advisor Strategies where he grew company sales over 6,000% between 2009 and 2016. Along the way, he served as Vice President for Fross & Fross Financial, Vice President of Marketing for Cebert Wealth Management Group, and Director of Business Development for Ford Motor Company.
Robert has received numerous awards for his work including the INC 500, INC 5,000, Agency 100, Power 30 Under 30, and others. He has authored three books — two of which were bestsellers — and written about marketing for many national publications and financial industry journals including Forbes, INC Magazine, The Wall Street Journal, FOX Business, The Huffington Post, Business Insider, Investment News, Financial Planning, Wealth Management, ThinkAdvisor, Investment Advisor, Registered Rep, and many more. Robert is also an award-winning public speaker who has keynoted conferences for world-renowned companies including Ford Motor, Adobe, TD Ameritrade, and Prudential.
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