Steal My Strategy Snappy Kraken
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- Business
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Financial services marketing needs a jolt!
We need a way to solve for unique problems and connect deeper with people…and that happens when you mix different perspectives together.
The best ideas come from outside the industry. Join Robert Sofia, CEO of Snappy Kraken, as he chats with some brilliant minds so you can copy their strategies into your financial practice.
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50 Leads Per Month: 3 Advisors Share The Secrets Behind Their Firms Million-Dollar Growth and Success
Generating fresh leads is essential to growing a financial firm.
But how do you actually do it?
In most cases, it takes months and years to build lead-gen systems that really work.
But you can shortcut that timeline by learning from advisors who have already done it.
In this special episode, Robert Sofia interviewed 3 advisors who generate 50-200+ leads per month and asked them to share their secrets.
Guest List:
Jennifer Lawson | Director of Client Experience, Russell Total Wealth & WellnessChristopher Mediate | President & Financial Advisor, Mediate Financial Services, Inc.Patrick Strubbe | Founder & Managing Partner, Preservation Specialists, LLC.We Explore:
How they consistently fill their pipeline with fresh leads, 24/7The follow-up systems used to convert leads into booked appointments and clientsThe highest converting traffic sources for lead gen in 2024 (and the ones to avoid at all costs)And so much more!Links to Check Out:
Download your copy of the 2024 State of Digital ReportThis episode was brought to you by snappykraken.com helping advisors create meaningful connections that drive business. -
State of Digital 2024: The Power of Video & Text Message Marketing
Keeping the train going, host Robert Sofia and Snappy Kraken CMO, Angel Gonzalez, continue to break down the State of Digital 2024.
The largest and most comprehensive data analysis on advisor marketing…ever.
In this episode, we discuss why advisors need to be comfortable using video in 2024, the marketing campaigns that delight and deepen relationships with clients, and the data behind text message marketing.
Is your firm leading the curve, or lagging behind?
DOWNLOAD YOUR COPY of the 40-page report.
We Explore:
What key industry leaders are saying about video marketing.How advisors can unlock the power of video to build ultimate credibility across social platforms.How advisors can “inspire” their clients in ways that deepen relationships.The unfortunate ways that lead advisors to become “one-trick-ponies” and the strategies to avoid them.The single word you can add to your email subject lines that doubles open rates.This episode was brought to you by: snappykraken.com helping advisors create meaningful connections that drive business. -
State of Digital 2024: How Advisors Can Grow Bigger Audiences [Part 2]
Let’s jump right back in!
Snappy Kraken has just unveiled the most extensive data analysis on advisor marketing to date.
Join host Robert Sofia and Snappy Kraken CMO, Angel Gonzalez, as they break down the 40-page report in this exciting new series.
In this episode, we chat about the top 5 performing marketing campaigns and why they work, the strategy behind email performance, and the subject lines that get the highest open rates.
Is your firm leading the curve, or lagging behind?
Download your copy now to see how your firm measures up.
We Explore:
Why blasting your newsletter to EVERYONE is actually hurting your business.The trust-building factors you need to think about when sending communications to your audience.A Google Trends “marketing hack” to influence content that will resonate with audiences.Why “clickbaity” email subject lines crush your credibility and what you can do to avoid the spam folder.And the one mindset shift advisors must make to build strong, meaningful relationships.This episode was brought to you by: snappykraken.com helping advisers create meaningful connections that drive business. -
State of Digital 2024: How Advisors Can Grow Bigger Audiences [Part 1]
State of Digital is BACK!
Snappy Kraken has just unveiled the most extensive data analysis on advisor marketing to date. Join host Robert Sofia and Snappy Kraken CMO, Angel Gonzalez, as they break down the 40-page report in this exciting new series.
In this episode, we’ll explore the key strategies for advisors to expand their audience effectively.
Is your firm leading the curve, or lagging behind?
Download your copy now to see how your firm measures up.
We Explore:
The major differences between building an audience and a community.Which traffic sources are the best for getting eyeballs on your content.The 4 sure-fire ways advisors can use SEO to get better resultsAnd the one critical thing advisors can do right now, to see a 400% increase in opt-ins.This episode was brought to you by: snappykraken.com helping advisers create meaningful connections that drive business. -
Building a Brand That’s Unapologetically You with Ramon Ray
Branding, in a word, is a story, and personal branding is YOUR story.
It doesn't matter what the industry; you're brand is the key to differentiating yourself from everyone else.
There's no one better to help hone in on building your brand than Ramon Ray.
Ramon is an in-demand motivational speaker and event host; and a leading expert on personal branding and small business growth.
He was even invited to the White House to speak about personal branding to the staff of the Executive Office of the President.
In the episode, we chat about branding, building credibility, and getting attention from your target market on social media.
We Explore:
Why it’s important to build relationships before offering the sales pitch.How to create the perfect “One-liner” for potential leads.Why focusing on making your current client base “super happy” is better for your business.The key differences between customer service and customer experience.Why you shouldn’t underestimate the simple tools of email and business cards.And the ONE strategy to secure meaningful client interactions for your business.Links to Check Out:
Check out Ramon’s book - “Celebrity CEO - How Entrepreneurs Can Thrive By Building a Strong Personal Brand.”Ramon’s WebsiteSee Ramon Speak at the Jolt! Conference in Las VegasFollow Ramon on TwitterFollow Ramon on FacebookThis episode was brought to you by: snappykraken.com helping advisers create meaningful connections that drive business. -
Taking Creative Marketing Risks with Andrew Davis and Patrice Kelly
For the first time, we have a multi-guest appearance to deliver an organic, insight-driven discussion.
Today's episode shakes up the format a bit, but I promise it'll be full of big ideas and even BIGGER takeaways you can use in your business.
First, there's Patrice Kelly, Chief Creative Officer at Snappy Kraken.
She's been the strategic driving force behind Snappy Kraken's branding and an award-winning designer behind their marketing campaigns.
Also, welcome back, Andrew Davis.
He's a best-selling author & keynote speaker who's built and sold a digital marketing agency, produced for NBC, and has even worked for The Muppets.
Andrew and Patrice will share the spotlight in a conversation about the importance of design and creativity to get the RIGHT attention, how being true to yourself leads to greater success, and why design should be a part of your story from day one.
We Explore:
Why it’s better to start with “One Big Idea” than to start small and build on it.How to celebrate being different without feeling uncomfortable in your industry.What “Where’s Waldo” teaches financial advisors about how to stand out and get noticed.Understanding the subconscious behavior of “Twinning” and how you can avoid it.And the one strategy Patrice & Andrew want you to steal that will help you overcome the hesitancy of taking risks.
Links to Check Out:
Andrew’s WebsitePatrice’s Award-Winning Marketing CampaignsLing’s CarsAndrew’s YouTube Channel
Customer Reviews
Fresh perspectives
It’s awesome to new voices from outside our industry teach ideas that financial advisors can apply!
Robert is one smart cookie. Key to brand to Know your WHY
Know your Why.
No one cares about what or how