Ep. 279: Delivering 7x Growth: The Advantage of Smart Marketing Tech with Robert Sofia, Snappy Kraken

Robert Sofia, founder and CEO of Snappy Kraken, breaks down how financial advisors can dramatically improve their marketing effectiveness in a digital-first world. While many wealth management firms struggle with outdated approaches or cobbled-together tech stacks, Sofia outlines a unified framework that’s helping Snappy Kraken’s clients grow at seven times the industry average. Sofia also […]