Episode
Robert Sofia - Mastering Financial Advisor Marketing: Proven Techniques to Grow Your Practice
- Published
- Jun 6, 2024
- Duration seconds
- 2713
- Processing state
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- https://www.standarddeviationspod.com/
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Summary
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Robert Sofia. Robert Sofia is the CEO of Snappy Kraken, a marketing technology company exclusively serving the financial industry. During the past decade, Robert has supported thousands of companies across the spectrum of financial services including RIAs, broker dealers, custodians, investment companies, insurance companies and more. Robert has received countless accolades for his work by 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, the Journal of Financial Planning, ThinkAdvisor and many more. Robert is an award-winning public speaker who has spoken at dozens of leading conferences including FinCon, MarketCounsel Summit, T3, TD’s National LINC, and on behalf of world-renowned companies including Ford Motor, Adobe, Prudential and many others.