Steal My Strategy

Keeping the train going, host Robert Sofia and Snappy Kraken CMO, Angel Gonzalez, continue to break down the State of Digital 2024. 

The largest and most comprehensive data analysis on advisor marketing…ever. 

In this episode, we discuss why advisors need to be comfortable using video in 2024, the marketing campaigns that delight and deepen relationships with clients, and the data behind text message marketing.

Is your firm leading the curve, or lagging behind? 

DOWNLOAD YOUR COPY of the 40-page report.

We Explore:
  • What key industry leaders are saying about video marketing.
  • How advisors can unlock the power of video to build ultimate credibility across social platforms.
  • How advisors can “inspire” their clients in ways that deepen relationships.
  • The unfortunate ways that lead advisors to become “one-trick-ponies” and the strategies to avoid them.
  • The single word you can add to your email subject lines that doubles open rates.
This episode was brought to you by:  snappykraken.com helping advisors create meaningful connections that drive business.

What is Steal My Strategy?

Financial services marketing needs a jolt!

We need a way to solve for unique problems and connect deeper with people…and that happens when you mix different perspectives together.

The best ideas come from outside the industry. Join Robert Sofia, CEO of Snappy Kraken, as he chats with some brilliant minds so you can copy their strategies into your financial practice.