On-Demand

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The best marketing methods are constantly changing and evolving. With an overwhelming amount of tactics available for use, advisors can turn to hard data to feel assured in their next steps. This webcast will explore data-based insights from thousands of active digital marketing campaigns run by individual financial advisors and firms throughout the United States during the first half of 2021. Gain confidence that you can start your marketing efforts off on the right foot!

Join this complimentary webcast to discover what’s working, what’s not, and what’s new with financial advisor marketing in 2021. You’ll leave with:

  • An understanding of what other advisors did throughout the first half of the year to get more email replies from prospects and clients

  • The top 10 most popular campaign topics ranked by pageview

  • Subject line best practices that could help you get 30%+ open rates

  • Ideas for videos that actually get views

  • And more…

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On-Demand

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Speaker

Sofia

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.