ROBERT SOFIA
@robertsofiaCEO @SnappyKraken | Helping financial companies drive growth with better marketing 🚀 | Some DIY 🛠 gardening 🌱and dad stuff too
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Jolt! is back for 2025! June 9th through 11th in Nashville! In coming months, expect: ⚡️ Speaker Announcements ⚡️ Agenda Details ⚡️ Event Highlights & More 🛑 We sell out every year, so get your ticket now, before early-bird pricing expires: 👉 Joltconference.com…
38 years ago! Feel old now?
This is going to be an amazing session! Speaker roster isn't filled yet, but I'm already super proud of the talent that will be on stage at #JoltConference next year!
excited to talk all things social w @TKopelman & @camp_wealth at Jolt conference first real speaking engagement (and first conference attended)
Guaranteed to be the best Jolt yet!
🌟NEWS: CONFERENCE🌟 @SnappyKraken, led by @robertsofia, has announced the return of its flagship conference, Jolt! which will take place from June 9–11, 2025 at the Renaissance Hotel in Nashville, Tennessee. businesswire.com/news/home/2024…
This is cool! It's a completely free template that's non-political, compliant, and provides helpful historical context. Why not download, personalize, and send to your clients and prospects? Easy peasy.
📬 FREE Instant-Download: Post-Election Client Email Template! Give clients peace of mind with a ready-to-use email on key financial trends. Covering market changes, interest rates, tariffs, and more—get yours FREE now! 👇 snappykraken.com/bare-min-strat…
When clients think about estate planning, are they thinking about you? They should be. 📷 93% of clients expect estate planning guidance. Only 22% get it. That’s a huge gap—and a huge opportunity. On Nov 7 at 1 pm ET, I’m live with @AndresMazabel of @trustandwill to share…
🧠 93% of clients want estate planning help, but only 22% get it. That gap = big opportunity! 🎯 Join us & @trustandwill on Nov 7 at 1 pm ET for a live webinar on turning estate planning into growth for your firm. 👉 Save your Spot: bit.ly/4fuhpuZ
Unpopular take: There are too many financial advisors pursuing relevance within the industry or among their peers, when they should be pursuing relevance with their clients and prospective clients. Trying to impress fellow advisors is wasted energy.
The fastest-growing advisory firms have cracked the formula for scaling growth, while most are floundering. This article in @FAMagazine lays out what it takes: 1️⃣An integrated tech stack that consolidates data and traffic sources 2️⃣ Automated marketing sequences that build…
‼️I'm stoked about this -- -- to be joining a bunch of people smarter than me, to discuss the biggest problems and opportunities facing advisors (that technology can solve). 💵👉Here's a link to get your FREE ticket: lnkd.in/edVexH-5 #AdviceTechLIVE! @AssetMapLLC…
Being a great financial advisor is about more than numbers—it’s about understanding the psychology behind financial decisions. 🧠💥 That’s why Dr. @danielcrosby and I are teaming up to host a free workshop about how marketing psychology and behavioral finance can be your edge…
"I want to grow my revenue 25% this year, but also take off every Friday and a month in the summer. I want more ideal clients to work with, but don't want to do any marketing. I want my clients to have the best experience, but don't want to invest in any new tech."
Most financial services companies can't compete with the AI innovation coming out of the wirehouses. But with Snappy Kraken they can. 🏆 What an honor for our marketing technology to be recognized as the most innovative in our industry at Financial Planning's Advise|AI event!…
What can financial planners learn about marketing from this horrendous CFP campaign miss?💡 1️⃣ Never forget who you serve. What your audience likes is more important than what you like. 2️⃣ Be careful who you delegate your marketing to, including Gen-Z interns and expensive…
Today was the day my man found his lungs Cockle doodle doo, baby That's the look of confidence right there Time to get after it
Weak talent will take your orders and stroke your ego. Strong talent will tell you when your ideas are dumb. 🔑 Key to success: Get comfortable feeling dumb
ROI is a lagging indicator. Long before you see ROI, you should already know if you'll have it 👉 Estimated value of pipeline x Typical closing ratio = Estimated ROI If you wait until you see ROI to judge the effectiveness of a marketing strategy, you'll always be behind.
Daily occurrence: "I want my website to be really unique." "Great! We can do that. How do you feel about having some professional photos taken so we don't have to use stock imagery?" "No, I don't want to do that." "How about if we send our video crew to your office to file a…
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Who to follow
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Samantha Russell 👩🏼💻
@SamanthaTwenty -
Carson Group
@CarsonGroupLLC -
Snappy Kraken
@SnappyKraken -
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@jus10castelli -
Jason Wenk
@jasonwenk -
Asset-Map
@AssetMapLLC -
Ficomm Partners
@FicommPartners -
XYPN
@XYPlanning -
Diana Cabrices
@dianacabrices -
Hannah Moore, CFP®
@thehannahjmoore -
Omani Carson (he/him)
@rchusker -
Nitrogen
@NitrogenWealth -
FINART
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Jamie Hopkins
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Meg Bartelt, CFP®, RICP®, MS
@MegBartelt
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