Being a successful financial advisor is about more than just having a deep understanding of the market and investment strategies. It also involves establishing and nurturing relationships with clients to build trust and credibility.
In this episode, George and Ryan talk with Robert Sofia, Co-Founder, Chairman, and CEO of Snappy Kraken. In his role, Robert oversees Snappy Kraken's overall strategic direction. During the past decade, he has supported thousands of companies across the spectrum of financial services, including solo advisers, ensembles, family offices, broker-dealers, custodians, TAMPs, insurance companies, and others.
With over 18 years of helping financial companies manage their marketing, Robert talks with Ryan and George about his expertise in marketing and prospecting for financial advisors. He shares real-world examples of how marketing principles are effectively applied and sheds some light on the partnership between Redtail and Snappy Kraken called Redtail Campaigns.
Key Takeaways
[01:02] - How Snappy Kraken got its start.
[03:36] - Roberts' advice for advisors looking for marketing programs.
[05:59] - Marketing in its truest sense.
[08:36] - A real-world example of how a marketing principle is effectively applied.
[11:23] - How advisors can put themselves before their target market.
[15:58] - How Snappy Kraken delivers results to clients.
[20:50] - What sets the Jolt Conference apart from other conferences.
[24:33] - How Snappy Kraken integration enhanced Redtail Campaigns.
[27:12] - The good and bad sides of augmented intelligence.
[30:16] - How Snappy Kraken fits into Orion's Redtail Campaigns.
[32:02] - Robert's thoughts on current fintech, marketing, and wealth trends.
Quotes
[04:29] - "There are many ways to market, but if you're not consistent, it won't work. If it's not strategic, it won't work. If it's not high quality, it won't work. It may work a bit on some level somewhere, but the advisors who catch all three of those things right keep growing and growing." ~ Robert Sofia
[05:59] - "Most people think of marketing as leads, creating growth, or driving opportunities. And marketing is great for all those things, but marketing is really just relationship building at scale done properly." ~ Robert Sofia
[10:15] - "If you start making sure your brand is visible, showing up where the ideal client persona is having a positive emotional experience and you connect your brand with positive emotional experiences, that makes people like you. It makes them want to do business with you." ~ Robert Sofia
Links
Robert Sofia on LinkedIn
Robert Sofia on Twitter
Snappy Kraken
Redtail Campaigns
Joel Bruckenstein
Jolt Conference
Dr. Daniel Crosby
Connect with our hosts
Ryan Donovan
George Svagera
0816-OAT-3/20/2023
