Fintech Impact

Jason Pereira talks to Robert Sofia, CEO of Snappy Kraken. The company is a well-known platform in the advisor community for helping advisors market their business through social media and other venues. Episode Highlights1.32: Robert's love was in marketing and in 2009 he launched his first marketing consulting firm for advisors. He scaled that up to serving about 800 advisors at its peak. It was a good business, but it was all services. 2.30: Financial advisors offer tremendous value. They can do so much for people, but most don't know about them, and most advisors aren't marketers.3.18: Financial advisor industry had a really tough time in understanding or at least wrapping their head around organic marketing and bringing people into that, says Jason.5.46: Technology and content are two things to build relationships at scale to get entire 97% of the opportunity.8.07: Your contact list is your most powerful asset. Your contact list is the thing that is going to become all your future business, says Robe