PR and writing hands to several. Comments my own; RTs not endorsements.
Joined April 2009
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Ask when the client wants the result rather than to start. People always create excuses to start later but never want to delay the result says PSBLTY's Ryan Jaten via @AssetMapLLC webinar. #sales #fintech #financialadvisorsales
The first response to a good question is typically a soft response that's the symptom of the problem vs. problem itself. Ask a follow-up question to get down to the root of the problem says PSBLTY's Ryan Jaten via @AssetMapLLC webinar. #martech #sales #fintech
Converting a client or sale comes from asking good questions during discovery versus talking about how fabulous you are says PSBLTY's Ryan Jaten via @AssetMapLLC webinar. #sales #marketing #fintech
In the absence of leadership, they will take it. In the presence of leadership, people comply says PSBLTY's Ryan Jaten via @AssetMapLLC's webinar. #marketing #leadership #martech #sales
Having a script doesn't make you a robot; it makes you prepared, says PSBLTY's Ryan Jaten via @AssetMapLLC webinar. #MarketingStrategy #MarketingTips #martech #LeadershipDevelopment
Authority, expertise and control together demonstrate leadership says PSBLTY's Ryan Jaten via @AssetMapLLC webinar. #marketing #leadership #martech #fintech
Marketing is all the activities to get someone to book an appointment and sales is what you say to people once they've booked an appt. They're different says PSBLTY's Ryan Jaten via @AssetMapLLC webinar. #MarketingTips #martech #FintechNews
"Leaders don't tell you they're a leader; they demonstrate it," says Ryan Jaten from PSBLTY via @AssetMapLLC webinar. #fintech #martech #financialadvisormarketing #leadership #financialservicesleadership
There's a @SnappyKraken action plan tool and workshop to come says CEO @robertsofia #martech #financialadvisormarketing #marketingtechnology #marketingtips
"Marketing performs better when execution has an owner" whether that be a dedicated staff person, agency, etc. @SnappyKraken found via State of Digital & AI 2026 report.
There was a 24% decline in social activity in 2025 says @SnappyKraken from State of Digital & AI 2026. #socialmedia #financialadvisorsocialmedia #financialadvisormarketing
Four top performing lead generation campaigns for @SnappyKraken were "hidden tax opportunities", "retirement income planning guide", "2025 Medicare annual enrollment" and "Social Security lead generation." #financialadvisormarketing #marketingtechnology #martech
The calendar creates some urgency; it doesn't need to be manufactured says @SnappyKraken State of Advisor & Digital 2026 report. Via webinar with CEO @robertsofia #financialadvisormarketing #marketingstrategy #FintechNews
"Q4 is when prospects decide" says @SnappyKraken slide via State of Digital & AI 2026 webinar with CEO @robertsofia #martech #marketingtips #marketingtechnology #financialadvisormarketing
14.2% of advisors run referral campaigns via @SnappyKraken's State of Digital & AI 2026 webinar with CEO @robertsofia. #referrals #referralmarketing #marketingtips #marketingstrategy
"All you have to do is give them a reason and do it at the right time," says @SnappyKraken CEO @robertsofia
"Not everything can be gated," advises @SnappyKraken CEO @robertsofia via State of Digital & AI 2026 webinar. #martech #fintech #financialadvisormarketing #marketingtechnology #marketingtips
The average financial advisor is using about five content types re: onboarding, referral, nurture, etc. says @SnappyKraken's CEO @robertsofia via State of Digital & AI 2026 webinar. #MarketingTips #martech #fintechnews #marketingstrategy
National average close rate was 23% last year. @snappykraken's rate was 39%. #financialadvisormarketing #martech #marketingtechnology