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Excerpts from "How 2021 Has Changed Financial Advisor Marketing"

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In this episode of the Perspectives podcast, sponsored by Snappy Kraken and hosted on ThinkAdvisor, we’ll hear highlights from the June 15th presentation titled, How 2021 Has Changed Financial Advisor Marketing.

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. Robert Sofia, CEO of Snappy Kraken, explores 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. He uncovers what’s working, what’s not and what’s new with financial advisor marketing in 2021. 

The full on-demand webcast can be found here: https://www.thinkadvisor.com/2021/06/14/how-2021-has-changed-financial-advisor-marketing/

Robert Sofia | CEO | Snappy Kraken

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.