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If you do not have a crystal clear strategy to convert prospects into clients, chances are you’re pouring marketing money down the drain. You need effective ways to quickly convert a cold prospect who gives you their email address or downloads your free guide. A framework that results in a 5x return on your ad spend can make a huge difference.

Join this complimentary webcast to discover what the top 20% of advisors are doing right now to rapidly move prospects from “cold to gold” in their pipeline. You will also learn:

  • A 3-part email strategy that can help you get higher open rates
  • Which types of campaigns “warm” prospects up the fastest
  • An engagement style that leads to higher conversion and more appointment requests



This event is available for on-demand viewing. If you have previously registered click here to login using the email you registered with. 



Robert Sofia is the CEO of Snappy Kraken, an automated growth program exclusively serving the financial industry. During the past decade, Robert has supported thousands of companies across the spectrum of financial services including solo advisers, ensembles, family offices, broker dealers, custodians, TAMPs insurance companies, and more.

Robert has received countless accolades for his work including winning fintech competitions, Wealth Management Industry Awards, and being honored on the INC 500, INC 5,000, Agency 100, and Best Places to Work In Financial Technology lists. He has authored two best-selling books and been published hundreds of times in publications including Forbes, INC Magazine, The Wall Street Journal, FOX Business, Huffington Post, Business Insider, Investment News, Financial Planning, Wealth Management, Journal of Financial Planning, ThinkAdvisor, and others.

Robert is an award-winning speaker who has delivered actionable keynotes for world-renowned companies including Ford Motor, Adobe, TD Ameritrade, and Prudential, among others.