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Mastering the Digital Prospecting Formula (Marketing Playbook 4/6) - NAPFA Credit Only

  • Author: Robert Sofia
  • Category: K-Marketing and Practice Management
  • Published: 07/11/2019
  • Member: $0.00
  • Non-Member: $39.00

Marketing Playbook - Part 4 of 6

Robert discusses:
• Understanding the modern buyer’s journey
• Avoiding the big 3 marketing lies most advisors fall for
• Content creation and digital marketing

Robert Sofia is co-founder and CEO of Snappy Kraken, a firm that provides content and automated marketing solutions for financial advisors.

As a MarTech entrepreneur and marketing consultant, Robert Sofia has served over 1,000 companies since 2005. His list of clients includes solo advisers, ensembles, RIAs, family offices, BDs, GAs, BGAs, custodians, investment companies, and insurance companies. On average, Robert's work has driven annual growth of over 600% per year for the organizations he has operated or supported. Robert has received numerous awards for his work including the INC 500, INC 5000, Agency 100, Power 30 Under 30, and others.

Snappy Kraken, was awarded the 2018 Industry Award in Social Media Leadership, Technology Providers, the only awards program of its kind to honor outstanding achievements by companies and organizations that support financial advisor success. Snappy Kraken secured an investment at the FinTech exhibition that took place in March 2018 at Barron’s Top Independent Advisor Summit. A prestigious judging panel had been provided by ScratchWorks, a FinTech accelerator that connects tech startups with wealth management leaders to advance the digital transformation of the financial services industry. In a prior competition in 2016, Snappy Kraken took first place in the FinTech Startup Competition hosted by the XY Planning Network.

Learn more about Robert Sofia and/or Snappy Kraken, respectively, at and

1.5 NAPFA CE in K - Marketing and Practice Management will be posted in your NAPFA CE record after downloading this recording.

This is a recorded webinar from July 11, 2019.