• Robert Sofia - A Comprehensive Guide to Financial Advisor Marketing

  • Jun 6 2024
  • Duración: 45 m
  • Podcast

Robert Sofia - A Comprehensive Guide to Financial Advisor Marketing Por arte de portada

Robert Sofia - A Comprehensive Guide to Financial Advisor Marketing

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  • Resumen

  • Tune in to hear:

    • How should advisors go about optimizing SEO for their practice and why is it so critical?
    • Why do advisors who offer texting as a communication option get 400% more opt-ins?
    • Why is email so powerful and how can advisors build out a list that will serve them well?
    • Emails with video content really outperform, but many people are hesitant to venture into video. What advice would Robert give to these individuals?
    • How does Robert recommend that advisors go about segmenting their clients to deliver more tailored content?
    • When and how do referrals work best in Robert’s experience? How did Snappy Kraken develop their referral script?
    • What are some of the most innovative and effective client events that Robert has seen? Are there any rules of thumb to follow to plan engaging client events?

    Links

    • Robert Sofia on LinkedIn
    • Snappy Kraken

    Connect with Us

    • Meet Dr. Daniel Crosby
    • Check Out All of Orion’s Podcasts
    • Power Your Growth with Orion

    Compliance Code: 0924-OAS-4/16/2024
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