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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.

Displaying 24 results

Topic

Another view of social media: Stop hyping it

Adviser social media activity must be balanced with other traditional interaction methods

Topic

Adapt or die: Attracting Gen X and Gen Y clients

Generations X and Y are about to accumulate millions of dollars on their own, and inherit trillions from their parents. These families will need advisers. Are you prepared to serve them?

Topic

2014 countdown: 14 critical mistakes advisers will make next year

From ignoring social media to being unable to delegate, here are traps advisers need to avoid in 2014 if they want any chance to thrive

Topic

Has financial press overhyped social media?

The financial industry has a tendency to blame mainstream media for hyping financial news, and yet, is guilty of the same crime where social media is concerned, according to Robert Sofia of Platinum Strategies