Gaining Perspective

Building a marketing presence is essential to the success of an advisory practice.  Gone are the days of dinner seminars and cold calling.  Today, marketing success requires not just understanding but mastering digital technology – disciplines like search engine optimization, social media and text messaging.  To make that challenge more daunting, it must be done at scale and continually adapt to new technology.  My guest today is one of the foremost experts on advisor marketing, and he will discuss the latest trends he is seeing. - Here are some links for more information on Robert and Snappy Kraken: · Robert’s personal web page · Snappy Kraken’s web page  A message from Advisor Perspectives and Vetta Fi: To learn more on this and other topics, check out our full schedule of upcoming CE-approved virtual events.”

Show Notes

Building a marketing presence is essential to the success of an advisory practice.  Gone are the days of dinner seminars and cold calling.  Today, marketing success requires not just understanding but mastering digital technology – disciplines like search engine optimization, social media and text messaging.  To make that challenge more daunting, it must be done at scale and continually adapt to new technology.  My guest today is one of the foremost experts on advisor marketing, and he will discuss the latest trends he is seeing.

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Here are some links for more information on Robert and Snappy Kraken:

· Robert’s personal web page

· Snappy Kraken’s web page 

A message from Advisor Perspectives and Vetta Fi: To learn more on this and other topics, check out our full schedule of upcoming CE-approved virtual events.”

What is Gaining Perspective?

This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.