The No-Guesswork Guide to Marketing: Insights from 38,607 Marketing Campaigns

Tuesday, April 27, 2021

2:00 PM EDT | 11:00 AM PDT

60 minutes

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What are other advisers experiencing in their marketing?

In 2021, what kinds of approaches, channels, and topics get attention, generate new client opportunities, and deepen relationships? 

The analysis of 38,607 marketing campaigns (32.7 million data points overall), reveals patterns on: 

  • Audience Demographics
  • Top Sources of Web Traffic
  • High Performing Content Topics
  • And More

Join Robert Sofia, CEO of Snappy Kraken, as he walks through the findings from the 35-page 2021 State of Digital Marketing: Financial Adviser Online Marketing Report and Benchmarking Study.

Following the presentation, registrants will receive a PDF copy of the study.


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.