Building Stronger Client Relationships & Driving More Referrals
In this very special episode of Steal My Strategy, we're republishing, with permission, a webinar featuring Robert Sofia, CEO of Snappy Kraken, who joined as a guest with Sean Brown, CEO of YCharts.
They discussed and revealed key takeaways from YCharts' 2024 Advisor-Client Communication Survey.
It…
Navigating the Waters of Financial Marketing With Robert Sofia
Robert Sofia is the Co-founder and CEO of Snappy Kraken, an award-winning marketing platform for financial advisors. With two decades of experience, he has served thousands of companies across the financial services spectrum. A former marketing agency owner, Robert has since focused on empowering a…
Ep. 279: Delivering 7x Growth: The Advantage of Smart Marketing Tech with Robert Sofia, Snappy Kraken
The post Ep. 279: Delivering 7x Growth: The Advantage of Smart Marketing Tech with Robert Sofia, Snappy Kraken appeared first on and was written by Elana Iskowitz.
Robert Sofia, founder and CEO of Snappy Kraken, breaks down how financial advisors can dramatically improve their marketing effective…
Robert Sofia, Founder and CEO of Snappy Kraken
🎙️ Latest Episode: Mastering Modern Marketing with Robert Sofia
In this episode of The Bull Time Investor, we sit down with Robert Sofia — CEO of Snappy Kraken and one of the most influential voices in financial marketing. We dive into the future of advisor-client relationships, the power of automa…
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 …
Money Matters Episode 335- Human Connection at Scale: Robert Sofia on AI, Trust, and Advisor Growth
🚨 Can AI actually make financial advisors feel more human—not less? That's the bold idea Robert J. Sofia, CEO of Snappy Kraken, shares in this week's episode of Money Matters. We break down what "human connection at scale" really looks like in today's digital-first world—and why it might be the fut…
How 6000 Advisors Solved the Growth Puzzle with Robert Sofia (Ep. 62)
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…
Converting Digital Leads: AI and Marketing Automation for Advisors
Converting digital leads into clients remains one of the biggest challenges facing financial advisors today, especially with the likelihood that the same leads are being worked by multiple advisors simultaneously. Discover how modern marketing technology stacks powered by AI and automation can tran…
Driving Growth with Authentic Marketing and AI with Robert Sofia (Ep. 6)
Marketing in wealth management is evolving faster than ever, with new technology, client expectations, and competitive pressures reshaping how firms grow. In this episode of Beacon 1% Better Every Day, Chip Kispert speaks with Robert Sofia, CEO of Snappy Kraken, about the state of marketing in weal…
IGO Ep. 19 | Financial Advisor Marketing That Actually Works | Robert Sofia
Most financial advisors overlook the power of AI, email, and text messaging—until now. Robert Sophia, CEO of Snappy Kraken, reveals how modern automation and AI-driven personalization are transforming client engagement and skyrocketing response rates. If you're tired of inconsistent marketing resul…
موتور جستجوی پادکست
می توانید از وب سایت ما برای جستجوی پادکست های3,832,231و قسمت های196,946,722بر اساس افراد، مکان ها یا موضوعات استفاده کنید.
سرمایه‌گذاری روی دانش بیشترین بازده را دارد؛ پس پادکست گوش می‌دهم.
‐ Benjamin "Llamacorn" Franklin
ویرایش
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