CEO @SnappyKraken | Helping financial companies drive growth with better marketing 🚀 | Some DIY 🛠 gardening 🌱and dad stuff too

Somewhere beautiful
Joined September 2008
Congratulations @SnappyKraken Snappy Kraken, winner of the TECHNOLOGY PROVIDERS: Marketing Automation category of the 2026 Wealth Management Industry Awards! #Wealthies
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#joltconference lived up to the hype. - finally met a bunch of people I’ve talked to on socials for years - listened to a lot of the industry’s smartest marketing minds - had my first opportunity to speak on stage next to @kendrarockslife and Elizabeth Reider - and after two years of talking almost daily and working on multiple projects together, @TheFinArtist and I finally met in person Big thank you to @robertsofia and the @SnappyKraken team for a great event.
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What happens when financial advisors put connection, creativity, and client experience at the center of their practice? You get 𝗝𝗼𝗹𝘁! I am to start this one backwards … The only standing ovation at #JoltConference…. 🎉 was given to Cici Prsha and her team. In a class move, @robertsofia invited them all on stage to accept the credit they deserved. Jolt! 2025.... started with a Jolt!… A Jolt in the form of a fire alarm evacuating us at 1 am due to active explosions in the attached parking garage. 🌞 The next morning … Other than the coffee and donuts, the Renaissance @RenNashville kindly placed in the lobby and the fans around the hotel, you would have never known everyone had been awoken and on the street in the early morning hours. 🔋Robert, Diana Cabrices, and Matt Halloran bought the energy and high-voltage reminder that financial planning is about more than spreadsheets. Financial Planning is about connection, clarity, leading with 𝗮𝘂𝘁𝗵𝗲𝗻𝘁𝗶𝗰𝗶𝘁𝘆 and reminding us: 📘 Are you connecting with your audience? 💡 Storytelling is the most underrated skill in financial services 🎯 How do you make them feel? 🔂 That it’s about doing, about improving by putting the rep’s 🔋 JOY isn’t just a feeling; it’s a strategic advantage. If you were at Jolt!…. 𝗪𝗵𝗮𝘁 𝗶𝗱𝗲𝗮 𝘆𝗼𝘂 𝗮𝗿𝗲 𝗽𝘂𝘁𝘁𝗶𝗻𝗴 𝘁𝗼 𝘄𝗼𝗿𝗸? 🔨 In this closing, Robert nailed it @SnappyKraken has created a community A community of outliers…. But…. for an advisor who wears a t-shirt that says 𝗪𝗵𝗮𝘁 𝗱𝗶𝗱 𝘆𝗼𝘂 𝗱𝗼 𝘁𝗼𝗱𝗮𝘆 𝘁𝗵𝗮𝘁 𝗯𝗿𝗼𝘂𝗴𝗵𝘁 𝘆𝗼𝘂 𝗷𝗼𝘆?® that’s just fine. 💬 The feedback I received after sharing how we are leading with JOY at @MitlinFinancial was touching. And it reinforced my plan to pull back the curtain on our process. A giant thank you to Kim Skermer for her coaching and for transforming Denise's words into a TED Talk that I was told inspired! 📝 Brian Thorp of @wealthtender, thank you for the valuable insights and for disclosures, so on point compliance agrees… 🏒oh, and for making it so I can end this post like most of my stories.... with HOCKEY Let’s Go Oilers
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ROBERT SOFIA retweeted
This is the setup of the man who created Linux and Git, two of the most important technologies in the world. Keep it simple!
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Ready to accelerate your organic growth in 2024? This Thursday, Robert Sofia, CEO of Snappy Kraken, is sharing our proven 5-step marketing process that’s driving 7x organic growth for advisors right now. Reserve your spot now 👉🏼 hubs.ly/Q02LrlG60
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ROBERT SOFIA retweeted
If you’re looking for a client communication strategy that keeps pace with today's demands, @robertsofia of @SnappyKraken and I shared powerful tactics to help you make a lasting impact as an advisor. Tune in here: share.transistor.fm/s/b5fe0e…
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Charlie Munger did life right. Here are the 10 best Mungerisms from the architect of Berkshire of Hathaway.
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Negativity is boring. What’s needed is for more people to get excited about what could exist in the world, and then go and make it happen. There are still so many interesting problems to solve!
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Did you know? 91% of consumers prefer texting businesses they work with. 🤯 Our State of Digital reveals that texts are read within 43 minutes with a 97% faster response rate than email! Download your copy to learn more about creating lifelong fans 👉 hubs.ly/Q02tSdzv0
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Advisors: Great marketing takes longer than you think. You may have a great strategy but bad expectations. True, sustainable growth happens slowly. Then, seemingly all at once. You might not need more IDEAS; you may need more PATIENCE. Is patience in your marketing plan?😉
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"State Of Digital 2024: How Advisors Can Grow Bigger Audiences" ft. @robertsofia & @angelgonzalez, "How To Earn The Right Podcast Appearances—And Truly Deliver!" ft. @finstaples, and more… 👉 benjamindaniel.com/new-advis…
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"When nothing seems to help, I go and look at a stonecutter hammering away at his rock perhaps 100 times without as much as a crack showing in it. Yet at the 101st blow it will split in two, and I know it was not that blow that did it, but all that had gone before." -Jacob Riis
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One absolute that I've seen in my career. The highest performing employees are never afraid to ask for what they need to get the job done. Yet are scrappy enough to get the job done with much less.
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The Financial Planning Podcast hosted by @finplan's @justinlmack had an incredible year of guests in 2023. 🔥 Don't miss these top episodes featuring these incredible guests! 🎧 • @redtailtech of @orionwealthtech • @AaronKlein of @NitrogenWealth • @robertsofia of @SnappyKraken • @reeseharpercfp of @Get_Elements • @AmitTalksFinSvc of @truIndependence • @PhilippHecker of @BentoEngine Tap into these episodes and more here. ⬇️ financial-planning.com/list/…
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Our CEO, Robert Sofia, was asked the big question on everyone's mind back at the Future Proof Festival: Where are the biggest opportunities for advisors right now? See what he had to say, along with other leading minds, by watching the full interview 👉 hubs.ly/Q027JxRM0
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Would you take on an AI writing challenge? @BillWinterberg did when he got the call to compete in the AI Charity Dash! Did he keep the winning streak alive? Find out tomorrow. 👀 While you wait, let us know your prediction by casting your vote below. 🗳️ #AICharityDash
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Will @tinacpowell from @intention_ly win the #AICharityDash? She only has 10 minutes to craft an email from scratch using our AI-Powered Email Builder as her sidekick. Will she defeat the clock? Find out now! You can also watch the full video here 👉 bit.ly/3EGtrB7
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It’s here! 🎉 Episode 1 of the #AICharityDash is LIVE. Did @MattHalloran_ from @ProudMouth_ defeat the clock by writing an entire email in under 10 minutes using our AI-Powered Email Builder? Watch the full video here and find out now 👉 hubs.ly/Q022Xsr-0 #SnappyKraken
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