The Simple Framework that Drives 5X Better Marketing Results

Tuesday, January 12, 2021

2:00 PM EST | 11:00 AM PST

60 minutes

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Are you committed to using digital marketing to grow your practice in 2021? What’s the ideal path to convert a prospect into a client? If you don’t have a crystal clear strategy to convert prospects into clients, chances are you’ll end up spending more money, energy, and time than you ever should. Worse yet, you may end up “striking out” on developing new client relationships with rich opportunities. The good news? You can 5x your return on marketing spend by following a simple, proven strategy. It’s exactly what the top 25% of advisers are doing right now to move prospects from “cold to gold” - quickly. Snappy Kraken CEO, Robert Sofia, will discuss this complete strategy (and more) during this webcast where you’ll learn: 

  • Exactly how the top 25% of financial advisers have 5x’d their return on ad spend
  • The 3-part email strategy that could help you get 14.31% higher open rates
  • How to keep your pipeline full by using simple, repeatable methods
  • Which type of campaigns “warm” prospects up the fastest
  • A high-converting engagement technique to get more appointment requests


Robert Sofia Headshot

Robert Sofia
Chief Executive Officer
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

Robert Huebscher Headshot

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.