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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

Building credibility through communication

People want to work with advisers who show they’re proactive and reliable by identifying problems that could have easily gone under the radar. Custom targeting reinforces the idea that you are capable of helping.

Topic

How to earn contacts

If you take nothing else away from this article, hear this: People don’t care about your offer or your business — they care about themselves.

Topic

How advisers can turn heads with digital marketing

You have to be more patient with an online lead, nurturing it and cultivating it before it will become a revenue-generating client.

Topic

Automation is easiest way to wow clients

The first year of a client relationship is a window of opportunity to create strong first impressions, and email automation can help with this.

Topic

Automation can elevate the client experience

For advisers who want to serve more clients without sacrificing their client experience, automation is critical

Topic

What top Olympians and top advisers have in common

The Olympians at Sochi have this. Peyton Manning has this. Top performers from around the world in sports, music, and even business have this. Most financial advisers should have this, but they do not. What is it?

Topic

7 tips for marketing to physicians

Why is now a good time to consider marketing to physicians? Frankly, because many physicians qualify as high-net-worth investors and have cash to invest.

Topic

Advisers star in ‘Practice Makeover’ video series

Coaches and experts help tackle problems making business — and life — a tough slog

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Helping clients in times of grief

Working with clients during these challenging times requires special sensitivity

Topic

Adapt or die: 5 ways advisers must embrace change

Reasons for a company's failure are complex, but underlying them often is a basic refusal to embrace critical changes in technology and consumer preferences

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