Where you’ll learn how to become a prolific online influencer, attract more ideal clients and grow your practice. Brought to you by ProudMouth. Co-hosted by Matt Halloran and Kirk Lowe. 286290
Episodes
Thursday Apr 06, 2017
Thursday Apr 06, 2017
Advisors can't build good marketing while considering how to make "compliance" happy. It's better to start with what will work then work backwards to get compliance on board or to make small concessions. Lots more financial marketing and success nuggets throughout this podcast.
Robert launched a platform to help advisors automate many parts of their business (prospecting, client experience, client communication, prospect mgmt) so advisors can focus on the only thing they can't outsource of automate, meeting with clients. Lots of great insight into Snappy Kraken's platform.
Mentions: Robert Sofia, Snappy Kraken
GUEST BIO:
Robert Sofia founded Snappy Kraken, a SaaS marketing solution that helps financial advisors personalize, automate, and track marketing campaigns and business processes. SnappyKraken.com
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