Robert Sofia on the Trends Reshaping Advisor Marketing

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About This Episode

Building a marketing presence is essential to the success of an advisory practice. Gone are the days of dinner seminars and cold calling. Today, marketing success requires not just understanding but mastering digital technology – disciplines like search engine optimization, social media, and text messaging. To make that challenge more daunting, it must be done at scale and continually adapt to new technology. My guest today is one of the foremost experts on advisor marketing, and he will discuss the latest trends he is seeing.

About Our Guest

Robert Sofia is the chairman and CEO of Snappy Kraken. Snappy Kraken provides growth strategies for companies across the financial industry. Robert oversees Snappy Kraken’s overall strategic direction.

Show Notes

Here are some links for more information on Robert and Snappy Kraken:

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