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Robert Sofia

Robert Sofia is the CEO of Snappy Kraken (www.SnappyKraken.com), a marketing technology platform exclusively serving the financial industry. During the past decade, Robert has supported thousands of companies across the spectrum of financial services including solo advisers, ensembles, family offices, broker-dealers, custodians, TAMPs insurance companies, and more. Robert has received countless accolades for his work including winning fintech competitions, Wealth Management Industry Awards, and being honored on the INC 500, INC 5,000, Agency 100, and Best Places to Work In Financial Technology lists. He has authored two best-selling books and been published hundreds of times in publications including Forbes, INC Magazine, The Wall Street Journal, FOX Business, Huffington Post, Business Insider, Investment News, Financial Planning, Wealth Management, Journal of Financial Planning, ThinkAdvisor, and others. Robert is an award-winning speaker who has delivered actionable keynotes for world- renowned companies including Ford Motor, Adobe, TD Ameritrade, and Prudential, among others.

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Displaying 24 results

Topic

8 ways to inspire trust in prospects and clients

Relationships with clients are built on trust. Here are ways advisers can help accelerate the trust-building process.

Topic

First impressions last, so go beyond the basics

Build loyalty by providing meaningful hospitality and personal touch points for your firm's clients.

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Turn leads into clients with this irresistible marketing strategy

Here are 5 steps that need to be considered when making potential clients an offer they can't refuse.

Topic

The subconscious power of brand familiarity

The more we see a brand, the more we come to recognize it as trustworthy. This applies to financial advisers, too.

Topic

Emotions can be the key to making your firm unforgettable

Marketing is a long game. First impressions matter, but lasting impressions matter more.

Topic

The case for curiosity as a marketing strategy

Breaking out of your brand’s usual programming helps break through the attention barriers of customers and prospects.

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A tale of two advisers, and why boldness wins

To stand out in the sea of sameness, you need to be willing to be different.

Topic

Don’t forget about clients once they’ve become clients

Remember to always keep serving your clients. Just because they signed on the dotted line doesn’t mean they’ll always stick around.

Topic

5 ways to win clients’ trust

With trust at the foundation of the client acquisition process, everything you say and do is being evaluated by potential clients — for good or for bad.

Topic

3 ways to start conversations with prospects

Open rates and click-through metrics can provide unique insight into your prospects’ level of interest, but they can’t fully gauge the connection you’re starting to form.

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