June 06, 2024

Robert Sofia - Mastering Financial Advisor Marketing: Proven Techniques to Grow Your Practice

45 minutes

Tune in to hear:

How should advisors go about optimizing SEO for their practice and why is it so critical?
Why do advisors who offer texting as a communication option get 400% more opt-ins?
Why is email so powerful and how can advisors build out a list that will serve them well?
Emails with video content really outperform, but many people are hesitant to venture into video. What advice would Robert give to these individuals?
How does Robert recommend that advisors go about segmenting their clients to deliver more tailored content?
When and how do referrals work best in Robert’s experience? How did Snappy Kraken develop their referral script?
What are some of the most innovative and effective client events that Robert has seen? Are there any rules of thumb to follow to plan engaging client events?

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Compliance Code: 0924-OAS-4/16/2024

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By Dr. Daniel Crosby

4.8

161161 ratings

June 06, 2024

45 minutes

Tune in to hear:

How should advisors go about optimizing SEO for their practice and why is it so critical?
Why do advisors who offer texting as a communication option get 400% more opt-ins?
Why is email so powerful and how can advisors build out a list that will serve them well?
Emails with video content really outperform, but many people are hesitant to venture into video. What advice would Robert give to these individuals?
How does Robert recommend that advisors go about segmenting their clients to deliver more tailored content?
When and how do referrals work best in Robert’s experience? How did Snappy Kraken develop their referral script?
What are some of the most innovative and effective client events that Robert has seen? Are there any rules of thumb to follow to plan engaging client events?

Links