May 27, 2020 By Brad

Marketing, Video

Marketing Secrets of Billion-Dollar RIAs

We pulled together marketing leaders from the largest RIAs in the country to share insights on connection, change, and growth through crisis.

Watch the video below for perspectives and ideas that will help you get more impact from every marketing move you make. Read more

May 14, 2020 By Brad

Design, Marketing

How Do Designers Make Business Magic Happen?

The year was 1889. 

Vincent Van Gogh gazed out of the window in his room at the Saint-Paul Mental Asylum.

It was the same view he’d seen, day in and day out, for the past year.

The same cypress tree. 

The same rolling hills. 

The same metal bars.

All of it could be summed up in one word: ‘mundane’.

Yet that underwhelming landscape would become the foundation for one of the most reproduced paintings ever. Read more

May 7, 2020 By Brad


4 Ways To Make Your Next Social Media Post Stand Out

You are the conductor.

Your content is your symphony.

And your prospects are the crowd.

Read more

May 6, 2020 By Brad

Marketing, Video

Tips, Tools, and Apps for Great Videos 

Do you want to connect with clients and prospects in deeper, more meaningful ways?

Start leveraging the power of video. 

We have some helpful resources for you to check out below.


Before you go down the technology rabbit hole, we want you to know something important… Read more

Apr 29, 2020 By Brad

Communication, Marketing

How to Build an Indestructible Mindset with Special Guest: Dr. Jack Singer

This is a power-packed 30-minute discussion between psychologist Dr. Jack Singer and Snappy Kraken CEO Robert Sofia.

​​​​​​​Dr. Jack shares vital techniques for building resilience, creating opportunities, handling nerve-wracking client conversations like an elite performer, and much more!

The advice is backed by scientific research, based on over 30 years of experience, and the “hypothetical” examples they role-play take into account our CURRENT economic and global situation. Read more

Apr 10, 2020 By Brad

Communication, Marketing, Video

Asking for Client Referrals in the Age of Zoom: A Simple Script for Advisers

Within the past month, you’ve likely had MANY more video chats with clients or prospects than you’ve been used to.

Our CEO, Robert Sofia, was part of a virtual roundtable discussion recently. A question came up related to having the referral conversation via video chat.

It’s not a context most people are used to.

Without the warmth and comfort of an in-person meeting in an office, you might be wondering how you can initiate the conversation.

Watch the video below to hear about a simple, genuine approach you can start using today.

We’ve also pasted the transcript so you can swipe it and tweak it to make it your own. Read more

Apr 2, 2020 By Brad

Communication, Marketing

Quality or Quantity: How Should Advisers Approach Their Marketing Content?

There’s a debate as to whether to focus on the quality of content, or the quantity of content.

Both angles are wrong.

It doesn’t matter how high quality your content is if no one ever sees it.

And a high quantity of content doesn’t matter either if it misses the mark. After all, whether you have 1 copy or 50 copies of the same key…if it’s not the right key, you’re still locked out!

Useful and visible content is the goal, and you can accomplish this by thinking of consistency AND value

How can you create more worthy content on a regular basis? 

Start by asking these questions to help bolster your content strategy. Read more

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