054: Robert Sofia - Taking Online Relationships to Real World Clients

Do Business. Do Life. — The Financial Advisor Podcast — DBDL

Today, I’m talking with Robert Sofia, the co-founder and CEO of Snappy Kraken – an award-winning marketing technology firm that provides financial advisors with a complete digital marketing system to foster and deepen relationships with clients and prospects, while making it easier for advisors to fulfill all of their marketing needs in one place.

The company was named “The most innovative marketing platform for advisors" by Investment News, and ranked as the "Best Overall Content Marketing Company" for four years running.

Before Snappy Kraken, Robert helped grow his practice’s AUM from $125M to $650M in less than five years. His secret sauce? Merging great marketing and great systems with great advisors. After seeing the opportunity to help other teams grow, Robert made the leap and started Snappy Kraken in 2016.

3 of the biggest insights from Robert Sofia…

• How to convert cold traffic into meaningful client relationships – and why video is the best way to build trust and drive in-person meetings. Plus, a simple strategy to increase website conversions by 400%!

• Hear Robert’s best advice for acquiring top talent and incentivizing performance that can unlock exponential company growth.

• The impact AI will have on financial advisors – and how you can use technology to forge meaningful connections, create a great client experience, and scale the human side of financial advice.

GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREW

Today's Gift: Get a free copy of Robert's book, "Blend Out: From Ordinary to Irresistible: How Advisors Can Market Like the Greatest Brands In The World" [while supplies last]

To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "54" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.

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DISCLOSURE

These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.

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