Today Reese Harper talks with Robert Sofia, CEO and founder of Snappy Kraken, a marketing automation tool for financial advisors.

Reese and Robert explore Robert's unique journey to starting Snappy Kraken. They also discuss the type of content that Robert has seen work with financial advisors, and they unique tips and tricks advisors can implement to make interacting with them at the top of the funnel easier for people. And finally, Reese and Robert discuss how small financial advisor firms can prioritize who their next hire should be to set them up for success in the long-run.

If you’re a financial advisor interested in making their marketing better, then this episode is for you.

Today we talk with Denis Konoplev, co-founder of paraplanner.ai, an AI tool for advisors to use in place of a traditional paraplanner.

In this show we talk about Denis’s journey from a financial planning client to creating AI technology for financial advisors. We discuss where AI makes the most sense in an advisor’s workflow, and where a human advisor is absolutely essential. If your an advisor curious about how AI can help you save time data gathering and processing data, then this episode is for you.

Show Notes:

• Paraplanner.ai

Today we talk with Bill Cates, the original referral coach and client acquisition expert, about his new book “The Language of Referrals.”

In this show we discuss the general trends in new client acquisition, the most important characteristics of successful advisors when it comes to growth, and we explore the 6-part framework presented in his book.