On today’s episode of GetClarity, host Shad Besikof is joined by Robert Sofia, CEO of Snappy Kraken. Robert shares the story behind Snappy Kraken, as well as his advice on how independent financial advisors can work effectively with a marketing platform to grow their financial advisory business. He touches on the importance of being committed to a marketing practice and the benefits of using a marketing automation platform. Tune in to listen to how Robert successfully created his own marketing platform to assist hundreds of advisors in their work.

About Robert: 

Robert Sofia is the CEO of Snappy Kraken, a marketing technology platform 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.