On today’s episode of Framework, Jamie talks with Robert Sofia, CEO of Snappy Kraken and marketing expert helping financial advisors package their value.

As a kid, Robert never had the cash for nice shoes. While he doesn’t care much about materialistic wins now, having to work for what he wanted at a young age gave him an incredible work ethic and a love for the hustle. When it came time to get jobs at fast-food restaurants and car washes at 17, Robert wanted more. He sought out sales roles and began climbing the corporate ladder before graduating college. He even helped build Ford’s first business development center, now common practice at every auto dealership.

Robert ultimately made the switch to the financial industry, in part because he loved the industry’s mission and in part because his salary grew exponentially. He quickly developed a niche in marketing and launched his own agency.

Robert talks with Jamie about doing things differently, hiring top talent, and why advisors should step outside their comfort zone every once in a while.

(33:09) “If advisors can learn how to be comfortable with a little bit of sizzle, and learn the angles that they can approach the market with that will be fresh, unique, and bold — then all that work they put in designing the best (service) will now be amplified and the market will really find them.” ~ @robertsofia

Main Takeaways

  • Just because the financial services industry leans conservative, that doesn’t mean conservative marketing will work. In fact, being bold is the only way you’ll differentiate your business from the rest.
  • Hire based on talent and don’t undervalue top talent by refusing to pay them above incremental raises.
  • There’s no need to reinvent the wheel or do something splashy, all it takes is doing something a bit differently to snag the attention of new clientele and a new audience.
  • Your service as an advisor matters, but so does your packaging. Understand what makes your business and value unique and capitalize on that uniqueness in your marketing.

Links and Important Mentions

Transform the Way You Grow Your Firm at Excell 2021

Whether you’re just starting out in the industry or you manage a billion-dollar firm, Excell 2021 is for you.  As one of the largest conferences in the industry, we have a full slate of development opportunities for you and your entire team. Hear from Carson Founder and CEO Ron Carson, best-selling author John DiJulius, Nerd’s Eye View’s Michael Kitces, Framework Host Jamie Hopkins, and plenty more.

Join us October 12-14, 2021, in Las Vegas, or register for our digital-only conference. Register today at https://excellconference.com.

Subscribe and Stay in Touch

facebook twitter linkedin mail print
Share Post: facebook twitter linkedin mail print
Recent Posts
Blog

Jeremy Schwartz: Behavioral Finance and Investing

By: Ana Trujillo Limon
How can behavioral finance improve your investment strategies? Today on Framework, Jeremy Schwartz, Global Chief Investment Officer at WisdomTree Asset Management, joins Ana Trujillo Limón, Director, Coaching and Advisor …
Blog

Mary Bell Carlson, Ph.D., CFP®, AFC®: Emotional Intelligence & Client Relationships

By: Ana Trujillo Limon
How can advisors create a positive emotional experience with finances and financial planning for their clients? This week on Framework, Mary Bell Carlson, Ph.D., CFP®, AFC®, President of Financial …
Blog

Daniel Crosby, Ph.D.: Money’s Role in The Meaning of Life

By: Ana Trujillo Limon
Welcome to the third episode of Framework’s special behavioral finance series. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, is joined by Daniel Crosby, Ph.D., Chief …
framework

Julie Ragatz, Ph.D.: Behavioral Finance Theory & Decision Making

By: Ana Trujillo Limon
How can firm owners use behavioral finance theory to make better business decisions? Today on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Julie Ragatz, Ph.D., …
1 2 3 141