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

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

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0816-OAT-3/20/2023