Category: Communication

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

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

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

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Worry Grows In the Absence of Adviser Communication

While you wait and see, clients assume and worry. 

There’s a lot of discussion going on about Schwab buying TD Ameritrade. 

Financial professionals want to know more. 

And, more importantly, they want to know what they should—if anything—say to clients. 

It’s easy to wait and see until you know more. We’re a cautious bunch in this industry, right? Continue reading Worry Grows In the Absence of Adviser Communication