Experiments in Advisor Marketing

Snappy Kraken & Prospecting in a Volatile Market

Listen Later

Today I'm joined by Robert Sofia, founder of Snappy Kraken.

We talk:

  • How financial advisors should prospect in a volatile market
  • What Snappy Kraken is + who is and isn't a good fit
  • Tips for creating successful email marketing campaigns
  • The details of a 6-month experiment I'll be running with Snappy on this podcast

If you're interested in learning how to prospect in a volatile market and the ins and outs of marketing automation platforms, today's episode is for you.

For all the links and resources mentioned, visit www.taylorschulte.com/14 

...more
View all episodesView all episodes
Download on the App Store
Experiments in Advisor MarketingBy Taylor Schulte
  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

130 ratings

More shows like Experiments in Advisor Marketing

View all
Financial Advisor Marketing Podcast by James Pollard

Financial Advisor Marketing Podcast

91 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

239 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

125 Listeners

Advisor Marketing Made Simple by Taylor Schulte and Kendra Wright

Advisor Marketing Made Simple

18 Listeners