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. Continue reading Marketing Secrets of Billion-Dollar RIAs
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.
However…
Before you go down the technology rabbit hole, we want you to know something important… Continue reading Tips, Tools, and Apps for Great Videos
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
Our industry has a crisis of differentiation. Take a random sampling of a handful of financial adviser websites or social media posts, and you’ll agree–there is a sea of sameness out there.
Snappy Kraken was founded on the belief that you can’t stand out if you look like and sound like EVERYBODY ELSE.
So how do you break the mold? How do you stand out? Check out the recording above.
Snappy Kraken CEO Robert Sofia shares: Continue reading Blend Out: How Ordinary Businesses Transform Into Irresistible Brands
There are a lot of qualified prospects seeking financial advice online.
So, why is it so hard to engage with prospects through digital channels?
The firms that have really cracked the code (think Ric Edelman, Ken Fisher, Robo-advisors, etc) are thriving and experiencing massive growth.
What’s their secret? Watch the recording above.
Snappy Kraken CEO Robert Sofia shares: Continue reading How to Master the Digital Prospecting Formula (And Why Most Advisers Fail)
Are krakens real? Maybe…
Snappy Kraken CEO Robert Sofia has some fun demonstrating 3 powerful public speaking techniques you can use to make yourself more persuasive.
As a financial adviser, you want to make the biggest impact possible with your clients. So much of the work revolves around belief and behavior. You can’t affect belief and behavior if your persuasion skills are weak.
In this 5 minute talk, Robert walks his audience through 3 easy-to-remember persuasion techniques and convinces many of them of a reality they thought impossible just moments before. This was a fun talk. Continue reading The 3 Pillars of Persuasion
In the last 30 days, over 190 territories have been claimed.
*Territories are available on a first-come, first-served basis.
How do your territories work?
Having your own protected territory is beneficial because it accomplishes two major things:
1. Differentiation It ensures that no nearby competitors can use the same marketing as you.
2. Effectiveness If you are running ads online through our advertising program, you will be the only one using that advertising inside your territory. This increases the effectiveness of the advertising program by avoiding over-saturation.
Can I still use your content with my clients who live outside my territory?
Most certainly. You can also post our content to your social profiles. The territory limitations only apply to 1) Keeping your nearby competitors from having the same content, and 2) avoiding duplication when running ads online.
How big will my territory be?
Every territory is different. You may have one zip code in a major metropolitan area or, if you are in a rural area, you may have five zip codes to reach a sufficient territory size. The bottom line is that we help you protect the territory that matters and lock your nearby competitors out. On average, each territory has a population of 30,000 – 50,000 people.